SD-WAN Market Growth Will Accelerate in 2021, According to Dell’Oro Group
|Pivot to Cloud Fuels Strong Double-Digit Growth in Web App Firewalls and Secure Web Gateways, According to Dell’Oro Group
|Cloud Service Providers to Resume Data Center Capex Expansion in 2021, According to Dell’Oro Group
|The major U.S. Cloud service providers have entered a digestion cycle and have slowed the purchases of servers and other data center equipment. However, we predict this digestion cycle to be short-lived, and capex growth will return to double-digit growth as soon as 1Q 2021,” said Baron Fung, Research Director at Dell’Oro Group.
Campus Switch Revenue Returned to Year-Over-Year Growth in 3Q 2020, According to Dell’Oro Group
|“Government funding around the world and particularly in North America propelled growth in the market,” said Sameh Boujelbene, Senior Research Director at Dell’Oro Group. “Additionally, the market benefited from backlog fulfillment during the quarter as supply challenges improved from the first half of the year. While government funding may have benefited mostly the public sector and lower education verticals, we have started to see some signs of recovery in large and even some mid-size enterprises as they resumed spending on campus network upgrades,” added Boujelbene.
Strong Demand for 25 Gbps Ethernet Adapters Propelled the Market to Highest Revenue in 3Q 2020, According to Dell’Oro Group
|“More than 3.3 million of 25 Gbps Ethernet controllers and adapters ports were shipped in 3Q20, surpassing the previous record set in the prior quarter, with strong demand from Tier 1 China-based Cloud SPs and Tier 1 server OEMs as they embraced the technology,” said Baron Fung, Research Director at Dell’Oro Group.
