Dell'Oro news stories
Telecom equipment market returns to growth in 2Q20
According to research by Dell’Oro shows that the global market is finding its feet again with vendor ranking remaining stable.
5G Core revenues expected to hit $1b in 2020
5G core network revenues are pushing towards US$1 billion in revenue in 2020, propelled by strong investment and growth in 5G networks.
New technologies to drive service provider router market past $15 billion in 2024
"The potential supply of many new products and technologies that meet the new network requirements is emerging from the entire technology ecosystem."
Network security and ADC market to reach $19 billion by 2024
The ongoing COVID-19 pandemic will continue to impact the market both negatively and positively throughout 2020 and into the first half of 2021.
Data centre switches market largely unaffected by COVID-19
Spending on data centre switches is set to grow at a 4% CAGR from 2019 to 2024, despite the impact of COVID-19. This is according to an update to the Dell’Oro Group Data Centre switch market five-year forecast report.
Network managed services market could take short term dip
The evolution of network equipment may see managed services stalling short term before the rise of automation gives it a boost, says Dell'Oro.
SD-WAN market growth slows in 1Q20
Supply chain disruptions accounted for the majority of the market decline in 1Q 2020, according to Dell’Oro.
Versa named top pure-play SD-WAN vendor
DellOro Group ranked Versa as the number three overall SD-WAN vendor, based on 2019 worldwide revenue.
Rough times ahead for networking market
Two new reports from Dell'oro Group outline bad news for the networking market in the near future.
Cloud service providers seek to expand footprint in 2020
2020 will bring a move from capacity consumption to expansion for cloud service providers around the world.
Shipment of 25Gbps ports reached new heights in 1Q 2019
Meanwhile, the rest of the Ethernet Controller and Adapter market remains challenged.
Server market sees slowest growth in eight quarters
Dell ranked No.1 in vendor revenue share, followed by HPE, Inspur, Lenovo, Cisco, Huawei, and IBM.
Internet of Things
Wide-Area IoT to add $130B to mobile infrastructure growth by 2023
“Operators are in a unique position to leverage their mobile network footprint, and capture new revenue from a wide range of use cases.”
Broadband access equipment revenue dips to $2.9B
Dell’Oro Group says that CPE shipments nearly offset another weak quarter for cable infrastructure.
Cisco winner in campus switching market
“Demand for Cisco’s Catalyst 9000 is being driven by customers upgrading older products, but Cisco is still in the early stages of the refresh cycle.”
Evolved packet core revenues flatten out worldwide
According to Dell’Oro Group Huawei, Nokia, and ZTE gained share in a market that only grew by one per cent.
VoLTE infrastructure market revenue declined 10% - Dell’Oro Group
“Many service providers are not aggressively promoting VoLTE even as LTE subscriptions continue to rise."
Huawei at 29% share of global telecom infrastructure market
Among other telecommunications infrastructure market findings, Dell’Oro reports that Huawei increased its share by 8 percentage points since 2013.
Enterprise WLAN market heading toward global slowdown
Revenue contribution from licenses exceeds contribution from access points for Enterprise Cloud in next five years.
Huawei biggest player in thriving network equipment services market
The market is dominated by the larger players, with more than 80 percent allocated to just the top four vendors.
First commercial 5G core expected in 2020
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.
Why the optical transport equipment market is on the rise
The cumulative spend on optical transport equipment during the next five years is projected to grow by 16%.
5G will propel RAN market to $160b in near future
5G growth is expected to advance at a faster pace than LTE, particularly within the APAC region.
Cloud-native networking core market seeing growth
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.