COVID-19 Not Enough to Impact Telecom Capex According to Dell’Oro Group
|Network Security Market Flat Again at $3.6B as COVID-19 Slump Continues in the Second Quarter of 2020, According to Dell’Oro Group
|Server Capacity Expansion Drove Cloud Capex 17 Percent Higher Y/Y in 2Q 2020, According to Dell’Oro Group
|“The major U.S. and China based Cloud service providers have accelerated expansion of server capacity to meet the demands of remote work and learning,”said Baron Fung, Research Director at Dell’Oro Group. “However, signs of a digestion cycle of lower growth in the second half 2020 may be imminent as the recent build-up is potentially leading to Cloud capacity and component inventories in excess of demand,” explained Fung.
Total Broadband Access Equipment Revenue Rebounds from Anemic Q1, Led By Strong Investments in PON Infrastructure, According to Dell’Oro Group
|“Fiber expansion projects continue to expand around the world, as evidenced by continued strong demand for OLT ports,” said Jeff Heynen, Sr. Research Director, Broadband Access and Home Networking. “The sustained fiber investments are a clear sign that providers realize just how critical premium residential broadband access is to their business,” explained Heynen.
2Q 2020 Wireless LAN Market Propped Up by Education and Government Spending, According to Dell’Oro Group
|“Government funding is clearly supporting the Wireless LAN market,” said Tam Dell’Oro, Founder, CEO, and Wireless LAN Analyst at Dell’Oro Group. “We expected overall market sales to decline well into the double-digits year-over-year, but actual results were much stronger declining only 12 percent with governments’ rapid responses.
