Mobile Backhaul with Microwave Transmission Equipment Grew 9 Percent in 2021, According to Dell’Oro Group

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“Demand for microwave equipment was very robust in 2021,” stated Jimmy Yu, Vice President at Dell’Oro Group. “However, with the component shortage, there lacked sufficient supply to keep up with the growing demand. As a result, many microwave vendors were unable to fulfill their orders by the end of the year and had to push off delivery into 2022. We estimate that had there been enough supply, the total Microwave Transmission market would have grown one percent higher,” added Yu.

Private Wireless Weaker Than Expected in 2021, According to Dell’Oro Group

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“The markdown is more driven by the challenges of converting these initial trials to commercial deployments than a sign that demand is subsiding,” said Stefan Pongratz, Vice President at Dell’Oro Group.  “In fact, a string of indicators suggest private wireless activity is firming up not just in China but also in other regions,” continued Pongratz.

Supply Constraints “A Pin in the Balloon” for Wi-Fi 6E, According to Dell’Oro Group

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“Although manufacturers launched Wi-Fi 6E products in mid-2021, products are either not available, or they are in very limited supply.  Supply constraints have prompted manufacturers to focus on enabling the availability of popular models by re-designing these models with components that are more readily available,” said Tam Dell’Oro, Founder, CEO and Wireless LAN Analyst.

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