DellOro Group stories
Wide-Area IoT is set to boost mobile infrastructure growth by GBP £130 billion by 2023, says Dell'Oro Group, driven by cellular and non-cellular tech.
Global broadband access equipment revenue fell 2% Y/Y in 1Q 2019 to USD $2.9 billion, driven by a decrease in CCAP spending, reports Dell'Oro Group.
Cisco's Catalyst 9000 switches drove growth in the campus switching market, while HPE and H3C struggled, according to Dell'Oro Group.
Evolved Packet Core revenues climbed a mere 1% Y/Y in 1Q 2019, per Dell'Oro Group, as Huawei, Nokia, and ZTE secured more market share.
Revenue from the VoLTE infrastructure market fell 10% Y/Y in 1Q 2019, with Huawei securing the top vendor spot for the first time, says Dell'Oro Group.
Among other telecommunications infrastructure market findings, Dell'Oro reports that Huawei increased its share by 8 percentage points since 2013.
Revenue contribution from licenses exceeds contribution from access points for Enterprise Cloud in next five years.
The market is dominated by the larger players, with more than 80 percent allocated to just the top four vendors.
According to a recent Wireless Packet Core Market report, the CAGR is projected to continue to grow at 3%, with 5G just on the horizon.
The optical transport equipment market is set to near USD $80 billion in five years, driven by demand for higher wavelength speeds, predicts Dell'Oro Group.
Dell'Oro Group predicts 5G NR demand will drive the worldwide RAN market to USD $160 billion over five years, reversing recent revenue declines.
Dell'Oro group has released two reports that show that the expectation for 5G is driving the growth of cloud-native IMS VoLTE and EPC core markets.
Dell'Oro Group have released a report showing that the WLAN market picked up in 2Q18 as 802.11ax saw its first shipments.
White box vendors lost ground to brands like H3C, Cisco and Huawei in the 100 GE data centre switching market during 2018, per Dell'Oro Group report.
The report from Dell'Oro shows that while the vendor rankings for the top three vendors remained unchanged with Huawei, Ericsson, and Nokia leading.
Cambium Networks releases cnMatrix enterprise switches for affordable, secure, cloud-managed administration of wired/wireless networks.
The network security appliance market surged by 9% YoY in 2Q 2018, driven by high demand for enterprise-class firewalls, according to Dell'Oro Group.
Two new reports from Dell'Oro show growth in the data centre switch market, while the voice over LTE market had a temporary setback.
Huawei and Ericsson dominate the Evolved Packet Core market as revenues grow 4% in Q2 2018, capturing over 60% combined market share despite challenges.
It would seem the steady march of innovation continues, with some technologies riding the wave and others being left in its wake.
