Key Takeaways—Telecommunication Equipment Market 1Q20 to 3Q20
We just wrapped up the 3Q20 reporting period for all the Telecommunications Infrastructure programs covered at Dell’Oro Group. Preliminary estimates suggest the overall telecom equipment market – Broadband Access, Microwave & Optical Transport, Mobile Core & Radio Access Network, SP Router & Carrier Ethernet Switch (CES) – advanced 9% Year-Over-Year (Y/Y) during 3Q20 and 5% Y/Y for the 1Q20-3Q20 period.
Huawei MBBF 2020 RAN Takeaways
Huawei recently held its annual MBBF Forum. Even though we were not able to attend in person, it was an interesting event. Below we will add some color to four radio access network (RAN) related takeaways including 1) Massive MIMO is a massive success, 2) There is more room left in the sub 6 GHz tank, 3) Site simplification will play an increasingly important role, 4) The outlook for vertical 5G activity is improving.
5G Is Propelling RAN to Another Strong Quarter
We just published the 3Q20 RAN report. Preliminary readings indicate that the positive momentum that has characterized the radio access network (RAN) market since the upswing began in the second half of 2018 extended into
Marvell’s Acquisition of Inphi Is Latest Chip Sector Consolidation—More Is Yet to Come
Last week, Marvell announced another giant deal with the acquisition of Inphi. The price tag was about one-third of Marvell’s market value. We had an opportunity to talk with members of Marvell’s executive team to garner insights on the acquisition, which we share in this blog.
Impact of AI on Data Center Infrastructure
The 3rd AI Hardware Summit took place virtually earlier this month and it was exciting to see how quickly the ecosystem has evolved and to learn of the challenges the industry has to solve in scaling artificial intelligence (AI) infrastructure . I would like to share highlights of the Summit, along with other notable observations from the industry in the area of accelerated computing.
Mid-Year 5G 2020 Progress
Going into 2020 we outlined ten 5G predictions. Since we now have data for 1H20 and will soon start collecting data for 3Q20, the timing is right for a quick status check on the 5G predictions we outlined going into 2020.
Cable’s Fixed-Mobile Convergence Future
With this blog, I do want to spend some time considering the overall impact of convergence on cable operators’ long-term strategic plans, especially when it comes to their desire to become both fixed and mobile network operators.
Financial Sector Data Center Capex Outlook Maintains Momentum in 2020
Unlike many enterprises that have migrated much their IT infrastructure to the Public Cloud in recent years, the financial sector continues to be an important contributor to purchasing and deploying IT, which includes data center infrastructure such as servers, storage, and networking equipment. Last year, we estimated that roughly 24% of the on-premise enterprise server installed base among Fortune 2000 firms to be attributed to the financial sector, with high-frequency trading a major use-case.
Analyst Angle—NVIDIA to Disrupt Smart NIC Market with AI-enabled Bluefield DPU
At this week’s NVIDIA GPU Technology Conference, the company announced its groundbreaking Bluefield -2X DPU (Data Processing Unit), which combines key elements of the existing Bluefield DPU and NVIDIA’s Ampere GPU. The new DPU enables the use of AI to perform real-time security analytics, and identify abnormal traffic and malicious network activities.
Analyst Angle – VMware looks to Menlo Security to get SASE, but hedges bet with Zscaler
Over the last year and a half, VMware has been aggressively bolstering its network security capabilities, whether with the acquisition of Velocloud (Nov. 2017), Avi Networks (June 2019), Carbon Black (Oct. 2019), Octarine (May 2020), or Lastline (June 2020).
