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).
Small Cell RAN Market to Approach $25 B
Preliminary estimates suggest the small cell radio access network (RAN) market (excluding residential small cells) approached 1 to 1.5 M units in the first half of 2020, comprising a double-digit share of the overall RAN market. Aggregate small cell growth is tracking slightly below expectations, partly due to logistical challenges associated with the pandemic. At the same time, small cell RAN revenues improved more than 20% Q/Q in the second quarter, adding confidence the bulk of these transitory challenges are now in the past and are unlikely to impact the long-term demand for small cells.
Analyst Angle – How Juniper Intends to Win in Network Security
I had the opportunity to attend Juniper’s annual analyst event held on September 15 and 16. During the two-day affair, Rami Rahim, CEO of Juniper, and his staff reviewed Juniper’s business and technology strategy. They were joined by a cadre of customers telling their story to why they chose Juniper. I also had the opportunity to sit down one-on-one with Samantha Madrid, VP of Security Business & Strategy and owner of Juniper’s security business, to dig deeper into their security strategy.
Fixed-Mobile Convergence Becoming a Reality
During the Huawei AirPON Commercial Release Conference last week, Huawei formally introduced its AirPON solution, a combination of a blade OLT (Optical Line Terminal) and Digital Quick ODN (Optical Distribution Network) equipment designed specifically to be deployed at existing cell sites. Though Huawei is first out of the gate with a blade-based OLT designed….
6 GHz – The Next 5G Frontier?
With 5G now being deployed at full speed in the sub 6 GHz spectrum utilizing both the low-band and the upper mid-band, the focus is shifting to the next spectrum frontier. Even if the upper
Key Takeaways – The Telecom Equipment Market 1H20
We just wrapped up the 2Q20 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 4% Y/Y for the 1H20 period.
Open RAN Outlook is Improving
Open RAN and virtualized RAN technologies have many of the right ingredients to address both supply and demand related challenges that continue to characterize the mobile infrastructure market. When it comes to the broader movement
New Technologies Expected to Drive Service Provider Router Market Past $15 Billion in 2024
We recently published an update to our Service Provider (SP) Router and Carrier Ethernet Switch (CES) five-year market forecast report. Compared to our prior forecast in January, we made some significant adjustments to incorporate the impact of the COVID-19 pandemic. On the other hand, our view of emerging technology trends remains largely unchanged, and that demand will remain healthy over the coming years. Our forecast isn’t as rosy as our January outlook, but we still expect The SP Router and CES market to grow annually from 2021 and to top $15 billion by 2024.
