Campus Switch Sales Beat Expectations in 2Q 2022, According to Dell’Oro Group
|“While demand remains strong across the board, the market performance continues to be defined predominantly by the supply environment,” said Sameh Boujelbene, Senior Director at Dell’Oro Group. “When we entered the second quarter, many vendors sent warning signals that the supply situation is expected to further tighten, especially with the multi-week Covid lockdowns in China.
Open RAN Crushes Expectations in 1H22, According to Dell’Oro Group
|“The Open RAN narrative continues to morph,” said Stefan Pongratz “While there is no question that this shift towards more openness is moving in the right direction, it is more salient than ever to understand how this movement is impacting the dynamics between the established and new suppliers…
HPE Aruba and Juniper Mist Navigate Component Shortages to Gain Share, According to Dell’Oro Group
|Staggering 2Q Data Center Switch Sales Drive Market to Record Levels for the Quarter and First Half of the Year, According to Dell’Oro Group
|“We have been forecasting a double-digit growth in the market; driven by ongoing strong customer demand, balanced by supply challenges,” said Sameh Boujelbene, Senior Research Director at Dell’Oro Group. “However, vendors’ ability to work through these supply challenges and deliver the level of shipment witnessed during the quarter beat our expectations…
Microwave Transmission Equipment for Mobile Backhaul Grew 5 Percent in 2Q 2022, According to Dell’Oro Group
|“Demand for mobile backhaul continued to be a strong driver for Microwave Transmission equipment growth,” stated Jimmy Yu, Vice President at Dell’Oro Group. “We believe this growth will continue for some time as 5G deployments proliferate beyond geographic locations that have fiber in place,” added Yu.
