Showing posts with label Dell'Oro. Show all posts
Showing posts with label Dell'Oro. Show all posts

Thursday, September 16, 2021

Dell'Oro: Data Center switch demand exceeding supply

Global Data Center Switch revenue were up 7 percent year-over-year in 2Q 2021, marking the second consecutive quarter of revenue growth, according to a recent report from Dell'Oro Group. Arista, Juniper, Star-Net Ruijie outpaced the market and were able to gain revenue share during the quarter.


“It is encouraging to see the robust sales performance being broad-based across all major regions, and customer segments: Cloud Service Providers (SPs), Telco SPs, and Large Enterprises,” said Sameh Boujelbene, Senior Research Director at Dell’Oro Group.

 “Nevertheless, despite these strong results, it is important to note that demand outpaced supply and that sales would have been even stronger had the global semi-conductor industry not been constrained. We expect demand to remain robust in 2H21 but further tightening in the supply chain may hinder market performance,” added Boujelbene.

Additional highlights from the 2Q 2021 Ethernet Switch – Data Center Report:

  • H3C climbed to the leading position in China in 2Q 2021
  • Stockpiling behavior from some Cloud SPs resulted in share shifts in the 100 Gbps segment.
  • Interest in 400 Gbps from enterprises and small Cloud SPs is slowing down but major hyperscalers are still on track for accelerated adoption in 2H21.

Sunday, September 12, 2021

Dell'Oro: Sales of broadband access equipment rise 7% in Q2

Total global revenue for the Broadband Access equipment market increased to $3.6 B in 2Q 2021, up 7 percent year-over-year (Y/Y). Growth came from spending on both Cable and PON infrastructure, according to a new report from Dell'Oro Group.

"Fiber buildouts for residential, business, and mobile transport applications show no signs of slowing," noted Jeff Heynen, Vice President, Broadband Access and Home Networking at Dell'Oro Group. "Despite supply chain constraints and increased costs, operators continue to prioritize spending on their broadband access networks," explained Heynen.


Additional highlights from the 2Q 2021 Broadband Access and Home Networking quarterly report:

  • Total cable access concentrator revenue increased 12 percent Y/Y to $247 M. Node splitting activity continues, resulting in increased DOCSIS licenses as well as new DAA node purchases.
  • Total DSL Access Concentrator revenue was down 51 percent Y/Y, driven by slower port shipments worldwide as more operators shift their spending to fiber.
  • Total PON ONT unit shipments exceeded 35 M for the second time in three quarters.

https://www.delloro.com/news/accelerating-fiber-deployments-fuel-7-percent-y-y-growth-for-broadband-equipment/

Dell'Oro: Campus switch sales surge 15% yoy in Q2

The worldwide Campus Switch market revenue surged in 2Q 2021, growing 15 percent year-over-year, according to a new report from Dell'Oro Group. The last time we saw such a robust performance was back in 4Q 2018 when Cisco initiated its Catalyst 9K refresh cycle.


“Although a favorable comparison with the year-ago period may have played a role in this rebound, it is very encouraging to see a broad-based growth across all major regions; enterprises of all sizes (from large to small); and nearly all industry verticals, including those that have been hit hard by the pandemic such the hospitality sector,” said Sameh Boujelbene, Senior Director at Dell’Oro Group. “This is an improvement from the prior quarter where the recovery has been driven mostly by government stimulus that benefited mainly the public sector,” added Boujelbene.

Additional highlights from the 2Q 2021 Ethernet Switch – Campus Report:

  • The year-over-year growth was broad-based across nearly all vendors, including those with high exposure to the low-end market.
  • Despite the robust growth, supply constraints impacted to some degree certain products and vendors. A more pronounced impact may manifest in the second half of the year.

https://www.delloro.com/news/the-campus-switch-market-roars-back-in-2q-2021/


Tuesday, September 7, 2021

Dell'Oro: SP router and switch market dipped in 2Q21

 The worldwide Service Provider Router and Switch market declined with a low single-digit revenue decrease in 2Q 2021, according to a new report from Dell'Oro Group. The market contraction was primarily the result of a reduction in revenue in China that offset growth in all other regions.


“The demand for routers in China declined in the second quarter as 5G transport buildouts slowed, but we think this was a temporary situation that a strong rebound is likely in the second half of the year,” said Shin Umeda, Vice President at Dell’Oro Group. “The good news is that revenue from all other regions increased in the second quarter, and service provider router spending for the first half of 2021 have climbed above pre-pandemic levels,” added Umeda.

Additional highlights from the 2Q 2021 Service Provider Router and Switch Report:

  • Cisco remained the top-ranked vendor for market share, followed by Huawei, Nokia, and Juniper.
  • The Service Provider Core Router market is on track to grow at a double-digit rate in 2021, led by the adoption of 400 Gbps technologies.
  • Supply constraints have not had a significant effect on the Service Provider Router and Switch market through the first half of 2021.

Saturday, August 28, 2021

Dell'Oro: Disaggregated DWDM equipment market up 36% in Q2

Disaggregated DWDM systems revenue outperformed the broader optical transport market in 2Q 2021, growing 36 percent year-over-year while the total WDM market was nearly unchanged from the year-ago quarter, according to a new report from Dell'Oro Group. As a result of the strong quarter, the forecast for disaggregated DWDM systems was further raised.

"Disaggregated DWDM systems outperformed the broader market, demonstrating the growing adoption of this platform type," said Jimmy Yu, Vice President at Dell'Oro Group. "Really what we see is that this type of platform architecture, where transponder units are independent of the line systems, is being more widely embraced beyond the Internet content providers. Also, it is no longer just for metro applications. Recently, the highest growth rates have been from long-haul applications," added Yu.

Highlights from 2Q 2021 Quarterly Report:

  • The top manufacturers by revenue share for disaggregated transponder units were Ciena, Infinera, and Cisco.
  • The immediate need to migrate to higher speed, better performing transponder technology has been one of the main drivers for using disaggregated transponder units. As a result, 400+ Gbps wavelengths were the fastest-growing line speeds on these systems.
  • The outlook for disaggregated transponder units was raised due to the higher rate of adoption outside of hyperscalers. We now forecast revenue for this equipment type to surpass $2 billion this year.

https://www.delloro.com/news/disaggregated-dwdm-equipment-market-up-36-percent-in-2q-2021/

Sunday, July 25, 2021

Dell'Oro: Optical transport market reaches $18 billion by 2025

 The Optical Transport market, largely driven by WDM equipment, is forecasted to increase in size annually for the next five years, reaching nearly $18 billion, according to Dell’Oro Group's Optical Transport 5-Year Forecast Report. The top number is unchanged from Dell'Oro's earlier forecast, however, the outlook is lower for  WDM Metro since the coherent 400 Gbps ZR (400ZR) pluggable optics are now available and "interest in using them in an IPoDWDM architecture seems high."


Some highlights:

  • demand for coherent ZR optical pluggables is expected to reach a material amount in 2022, starting with 400ZR. Demand is expected to be high with Internet content providers (ICPs), driving a very high percentage growth rate for the next few years. 
  • 800ZR is expected to enter the market a few years later. 
  • the ZR pluggable optics market will surpass $500 million in annual sales by 2025.
  • Demand for 800 Gbps-capable line cards, first introduced in early 2020, has rapidly increased, demonstrating a strong rate of adoption as well as the market's continued desire for higher performance DWDM transponder cards.
  • The next wavelength speed following 800 Gbps will be 1200 Gbps (1.2 Tbps). 
  • Dell'Oro anticipates that 1.2 Tbps-capable line cards could enter the market before the end of 2023.
  • Dell'Oro forecasts that by 2025 about one-third of all coherent wavelength shipments will be from a line card capable of transmitting a signal at a speed of 800 Gbps or higher.

https://www.delloro.com/5-year-forecast-optical-transport-market-reaches-18-billion-by-2025/

Dell'Oro: Mobile Core Network market to top $50 B from 2021 to 2025

The Mobile Core Network (MCN) to have an overall revenue compound annual growth rate (CAGR) of 3% from 2020 to 2025, according to Dell'Oro Group's updated Mobile Core Network 5-Year Forecast Report which covers the market for Wireless Packet Core, IMS Core, policy, and subscriber management. The report also estimates the 5G portion of the MCN market to have a 33% CAGR. 


Some key highlights:

  • The cumulative investment is expected to be over $50 B from 2021 to 2025, with regional shares in the range for North America – 18 % to 23 %; Europe, Middle East, and Africa – 30 % to 35 %; Asia Pacific – 40 % to 45 %; and Caribbean and Latin America – 5 % to 10 %.
  • By the year 2025, MCN functions associated with 5G are expected to represent over 70 % of the revenue mix between 4G and 5G MCN functions.
  • 5G Core builds by the three incumbent service providers for 5G Standalone (5G SA) networks in China are continuing to exceed our expectations. In addition, in 2021, the new Chinese communications service provider, China Broadcasting Network will be beginning construction of its 5G SA network.
  • Deployments of more 5G SA networks are expected in the latter half of 2021 in Australia, Germany, Japan, South Korea, Switzerland, and the United Kingdom. AT&T and Verizon should begin in earnest in 2022 and 2023 with their 5G SA networks. Geographic coverage is minimal at launch and is expected to grow throughout the forecast period.

Tuesday, July 20, 2021

Dell'Oro: RAN revenues on track for a quarter trillion by 2025


Cumulative worldwide radio access network (RAN) revenues are projected to approach a quarter trillion USD over the 2020 to 2025 forecast period to accommodate the surging demand for 5G, according to a newly published forecast report by Dell'Oro Group.

"The global upswing that began in the second half of 2018 has become deeper and stronger, propelling the overall RAN market to continue to surprise on the upside," said Stefan Pongratz, Vice President and analyst with the Dell’Oro Group. "Even with the market surprising on the upside, we believe that there is room for expansion over the near term as the early adopters continue to roll out 5G at an extraordinary pace, resulting in a more upbeat 5-year outlook relative to our last forecast," continued Pongratz.

Other highlights from the Mobile RAN 5-Year Forecast Report:

  • The unexpected RAN surge is primarily driven by 5G NR. LTE is roughly on target but 5G NR revenues have accelerated.
  • 5G NR RAN revenues to approach $150 Billion to $200 Billion.
  • Cumulative 2020-2025 base station shipments remain on track to surpass 30 M.
  • Global macro and small cell transceiver shipments to approach 0.8 Billion.

Tuesday, June 15, 2021

Dell'Oro: Total telecom equipment market up 15% in Q1

 The overall telecom equipment market grew 15% year-over-year (Y/Y) in the first quarter, reflecting positive activity in multiple segments and regions, lighter comparisons, and a weaker US Dollar, according to analysis from Dell’Oro Group.  This includes sales in the following categories:  Broadband Access, Microwave & Optical Transport, Mobile Core & Radio Access Network, and Service Provider Router & Switch revenue.

Some highlights from Dell'Oro:

  • The collective global share of the leading suppliers remained relatively stable between 2020 and 1Q21, with the top seven vendors comprising around ~80% of the total market.
  • Huawei maintained its leading position, however, the gap between Nokia and Ericsson, which was around 5 percentage points back in 2015, continued to shrink and was essentially eliminated in the quarter. 
  • Samsung passed Ciena in the quarter to become the #6 supplier.
  • Excluding North America, Dell'Oro estimates Huawei’s revenue share was about 36% in the quarter, nearly the same as the combined share of Nokia, Ericsson, and ZTE.
  • Following three consecutive years of growth between 2018 and 2020, preliminary readings suggest the positive momentum that characterized the overall telco market in much of 2020 extended into the first quarter, underpinned by double-digit growth on a Y/Y basis in both wireless and wireline technologies including Broadband Access, Microwave Transport, Mobile Core Network, RAN, and SP Router & Switch.
  • In addition to easier comparisons due to poor market conditions in 1Q20 as a result of supply chain disruptions impacting some segments, positive developments in the North America and Asia Pacific regions, both of which recorded growth in excess of 15% Y/Y during the first quarter, helped to explain the output acceleration in the first quarter.
  • Aggregate gains in the North America region was driven by double-digit expansion in Broadband Access, RAN, and SP Routers & Switch.

Further highlights here:

https://www.delloro.com/key-takeaway-1q-2021-total-telecom-equipment-market/


Dell’Oro: Ethernet controller and adapter sales up 6%

Ethernet controller and adapter revenue grew 6 percent quarter-over-quarter in 1Q 2021 as inventory correction from the prior quarter eases, according to a new report from Dell'Oro Group. The market research firm projects the server refresh and cloud expansion to drive higher demand later this year.

“In light of the tightening global semiconductor supply chain, we believe server vendors are proactively increasing inventory levels of Ethernet controllers and adapters in anticipation of higher demand later this year,” said Baron Fung, Research Director at Dell’Oro Group. “As a result, shipments of 10 and 25 Gbps ports grew moderately. Meanwhile, we observed strong momentum for 100 Gbps ports, as the Tier 1 Cloud service providers adopt higher speed ports following data center networking upgrades, and to support the growing demands of accelerated computing and all-flash array storage across the industry,” added Fung. 

Additional highlights:
  • Total Ethernet controller and adapter revenue forecast to grow 4 percent in 2021. 
  • Next-generation adapters with 200 Gbps connectivity are starting to ramp. 
  • Amazon and Microsoft accounted for 90 percent of the Smart NIC port shipments in 1Q 2021. 
  • Other leading Smart NIC vendors reported include Broadcom, Marvell, Napatech, and Nvidia.

Wednesday, June 2, 2021

Dell'Oro: Revenues for Mobile Core Network market up 16% in Q1

Revenues for the Mobile Core Network (MCN) market rose 16 percent year-over-year for 1Q 2021, according to a new report from Dell'Oro Group. 5G Core market reached over 20 percent revenue share of the MCN market, a record high since tracking 5G revenues began in 2Q 2020.

“This growth rate has been fueled from buildouts from five commercially deployed nationwide mobile 5G Standalone (5G SA) networks, three in China, one in the US, and one in Western Europe,” stated David Bolan, Research Director at Dell’Oro Group. “The MCN market is poised for higher growth as more 5G SA networks are readying to come on-line.  An example comes from Japan, as some of the Japanese service providers (SPs) are readying their networks for 5G SA. NEC, one of the primary 5G vendors in Japan, ranked fourth among 5G Packet Core vendors in 1Q21, achieving double-digit percent revenue market share,” Bolan added.


Additional highlights from the 1Q 2021 Mobile Core Network Report:

  • Investment in 4G Core saw its first double-digit percentage revenue decline year-over-year as more investments go into 5G.
  • IMS Core market growth remains positive as SPs realize they need to move their voice core from circuit switched voice to VoLTE for initial voice services for 5G.
  • Huawei, Ericsson, Nokia, ZTE, and Mavenir are the top vendors for the quarter in 1Q 2021 based on the trailing four quarters

https://www.delloro.com/news/mobile-core-network-market-logged-strong-double-digit-growth-in-1q-2021/

Wednesday, March 10, 2021

Dell'Oro: WLAN market sees big spending from education and govt sectors

 The Wireless LAN market experienced double-digit growth year-over-year in 4Q2020 thanks to government and stimulus spending in many countries including China, Japan, and the USA. Overall market outlook strengthens, according to a new report from Dell'Oro Group. Wireless LAN vendors lose opportunities as supply lead times extend beyond government funding use by date.

“While government spending is flowing into all vertical industries, it is most notable in K-12 Education and Government,” said Matthias Machowinski, Senior Research Director at Dell’Oro Group. “We estimate those two verticals alone contributed an additional 15 percent to overall market spend during 4Q 2020, as sales to K-12 increased 90 percent and Government increased almost 40 percent—extraordinary rates. Clearly, government spending is lifting overall market sales and by our judgment, is likely to continue through 2021 and beyond,” added Machowinski.


Additional highlights from the Wireless LAN 4Q 2020 Quarterly Report:

  • Wi-Fi 6 achieved a major milestone, accounting for the majority of access point revenue. Notable growth came from government-funded projects in China, Japan, and Mexico.
  • Demand surges for entry-level Enterprise-class access points for remote employees.

https://www.delloro.com/news/government-spending-drives-wireless-lan-market-to-double-digit-y-y-growth-in-4q-2020-outlook-strengthens/

Tuesday, March 9, 2021

Dell'Oro: Campus switch sales dipped in Q4

The worldwide Campus Switch revenue declined in 4Q 2020, following a short recovery in the prior quarter, according to a new report from Dell'Oro Group.  The year-over-year revenue decline was broad-based across all regions, except China which continued to grow for the third consecutive quarter.


“Government stimulus around the world, which propelled market recovery in 3Q 2020, continued in the fourth quarter of 2020,” said Sameh Boujelbene, Senior Director at Dell’Oro Group. “However, 4Q 2020 did not benefit from pent-up demand from large enterprises as much as the prior quarter did. On a more positive note, we started to see some sign of recovery in the mid-market,” added Boujelbene.

Additional highlights from the 4Q 2020 Ethernet Switch – Campus Report:

  • Despite the market decline, verticals that performed well during the quarter are government and public sector, lower education, financial sector, and manufacturing.
  • Industrial Ethernet switches were in high demand exiting the year.
  • 5/5.0 Gbps port shipments were up more than 60 percent in 2020, as the pandemic has accelerated the adoption of higher speeds and new technologies.
  • Major vendors with revenue share gain for the quarter as well as for the year are H3C, HPE, and Huawei.

Tuesday, March 2, 2021

Dell'Oro: SD-WAN market Surged 50% in 4Q2020

The worldwide SD-WAN market grew 50 percent in the fourth quarter of 2020 compared to the prior year, according to a new report from Dell'Oro Group. The top five vendors in revenue share for the full-year 2020 were led by Cisco, followed by VMware, Fortinet, Versa, and HPE/Silver Peak.



“The combination of pent-up demand caused by the COVID-19 pandemic and an acceleration away from legacy technologies created a surge in SD-WAN adoption during the fourth quarter,” said Shin Umeda, Vice President at Dell’Oro Group. “On a full-year basis, the market grew 32 percent in 2020, which was about half the rate of the prior year, but very impressive given the challenging macroeconomic environment that we faced throughout the year,” added Umeda.

Additional highlights from the 4Q 2020 SD-WAN Report:

  • Dell’Oro Group’s quarterly tracking of the SD-WAN market is now available as a separate research report.
  • SD-WAN market share for 2020 saw increasing concentration in a small number of vendors. The top five vendors accounted for almost two-thirds of revenue share.
  • Vendors are increasingly leveraging security functionality to differentiate their SD-WAN solution and driving growth.
https://www.delloro.com/news/sd-wan-market-surged-50-percent-in-the-fourth-quarter-of-2020/

Wednesday, February 24, 2021

Dell'Oro: Microwave transmission equipment market dipped 6% in 2020

The market for Microwave Transmission equipment declined 6 percent in 2020 but is positioned for growth in 2021, according to new report from Dell'Oro Group.

“It was a difficult market environment for Microwave Transmission sales in 2020,” said Jimmy Yu, Vice President at Dell’Oro Group. “The pandemic, of course, was the main cause for the market decline, especially in regions of the world that placed strict rules on travel. But throughout the year, following a sharp decline in the first quarter, the market steadily strengthened, resulting in quarter-over-quarter revenue growth in each quarter following 1Q20,” added Yu.


Some highlights:

  • Huawei continued to hold the highest market share in each quarter of the year, and ultimately gained share against some of its competitors by the year’s end. 
  • Huawei achieved its highest market share level in 2020, surpassing its record level set back in 2016. 
  • The vendors with the next highest shares were Ericsson and Nokia, both of which benefited from the strengthening European market.
  • Only two regions—North America and Europe—grew year-over-year in the fourth quarter and full-year 2020. 

“We believe the North American market improvement was driven by growing demand in the Verticals market for public safety and Internet services, and that the European market grew due to an increasing demand for mobile backhaul,” stated Yu.

https://www.delloro.com/news/microwave-transmission-equipment-market-declined-6-percent-in-2020/

Wednesday, December 9, 2020

Dell'Oro: Strong demand for 25 Gbps Ethernet adapters

Strong demand for 25 Gbps Ethernet adapters propelled the market to the highest revenue of $638 million in 3Q 2020, according to a new report from Dell'Oro Group. Nvidia gained share on a one-time sale of Ethernet controllers and adapters sufficient to satisfy the multi-year demand of a Chinese OEM, presumed to be Huawei, ahead of its sourcing ban from US vendors.

“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. “However, shipments of 50 Gbps Ethernet controller and adapter ports declined from the prior quarter as some of the Tier 1 Cloud service providers have entered a digestion cycle and reduced server deployments,” added Fung.


Additional highlights from the 3Q 2020 Ethernet Controller and Adapter report include:

  • Total Ethernet controller and adapter port shipments increased 8 percent quarter-over-quarter.
  • Shipments of 100 Gbps ports grew quarter-over-quarter to 425 K ports, an all-time-high, to support the growing demands of accelerated computing.
  • Amazon commanded 73 percent revenue share of the Smart NIC market in 3Q 2020. Broadcom led the Ethernet adapter vendors in port shipments, followed by Marvell and Nvidia.

Dell'Oro: Campus switch revenue returned to growth in Q3

Worldwide campus switch revenue recovered after two consecutive quarters of high single-digit decline, according to a new report from Dell'Oro Group. Huawei, HPE, H3C, and Arista Networks drove most of the growth in 3Q 2020 and comprised more than 28 percent of the market sales, up nearly three percentage points year-over-year (Y/Y).

Additional highlights from the 3Q 2020 Ethernet Switch – Campus Report:

The revenue recovery was broad-based across all major regions: North America, Europe, and the Asia Pacific, with the majority of the growth driven by North America.

5/5.0 Gbps port shipments were up 60 percent Y/Y, surpassing 1.5 M ports during the quarter as the pandemic is accelerating the adoption of higher speeds and new technologies.


“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.

https://www.delloro.com/news/campus-switch-revenue-returned-to-year-over-year-growth-in-3q-2020/

Thursday, November 19, 2020

Dell'Oro: Optical transport equipment market grew 9% in 3Q 2020

Thanks to higher demand in Asia Pacific, optical transport equipment revenue increased 9 percent year-over-year in 3Q 2020 reaching $3.8 billion, according to a new report from Dell'Oro Group.

“Sales slowed in North America following a strong first half of the year,” said Jimmy Yu, Vice President at Dell’Oro Group. “Whether it was due to network demand caused by people working and studying from home or new projects at the beginning of the year, the demand for optical equipment in the region rose 11 percent in the first half of 2020. But I think there was enough concern surrounding the longevity of the pandemic that service providers grew cautious and refrained from overextending their capital. As a result, optical revenue in North America declined 7 percent in the third quarter,” continued Yu.


Highlights:

  • Growth in Asia Pacific more than offset the lower revenue in North America and Latin America. 
  • Optical revenue grew 22 percent year-over-year in Asia Pacific, driven largely by higher deployments in China and Japan. 
  • With lockdown restrictions easing, some regions such as Middle East and Africa (MEA), significantly rebounded in the quarter following a sharp decline in 1H 2020. 
  • Sales in China, Japan, and MEA each grew over 25 percent.

https://www.delloro.com/news/optical-transport-equipment-market-grew-9-percent-in-3q-2020-to-3-8-billion/

Dell'Oro: Surging demand for 5G accelerates RAN growth

Preliminary readings indicate that the positive momentum that has characterized the radio access network (RAN) market since the upswing began in the second half of 2018 extended into the third quarter, with surging demand for 5G propelling the RAN market to robust year-over-year growth, according to Dell'Oro Group.

“While we correctly identified that the RAN market would appear disconnected from the underlying economy throughout this year, we also underestimated the pace and the magnitude of these 5G rollouts,” said Stefan Pongratz, analyst with the Dell’Oro Group. “This shift from 4G to 5G, including low-band-and mid-band 5G NR, continued to accelerate at a torrid pace in the quarter, underpinned by stronger-than-expected 5G activity in multiple regions.”


Highlights:

  • RAN revenue shares were impacted to some degree by the state of the 5G rollouts in China and North America, resulting in share gains for both Huawei and ZTE over the 1Q20-3Q20 period.
  • The near-term outlook remains favorable for both macro and small cells, with combined 2020 and 2021 2G-4G and 5G base station shipments projected to eclipse 10 M units.
  • We have adjusted the near-term RAN market outlook upward, to reflect stronger than expected activity in China, Europe, and North America, with total RAN projected to approach $70 B to $80 B for the combined 2020 and 2021 period.

Tuesday, November 17, 2020

Dell'Oro: Microwave Transmission Equipment Market up 6% in 3Q

The market for Microwave Transmission equipment grew 6 percent year-over-year in 3Q 2020 following a steep decline in the first half of the year, according to a new report from Dell'Oro Group.

“The wireless backhaul market began to recover in the third quarter following the end of COVID-19 related lock downs,” stated Jimmy Yu, Vice President at Dell’Oro Group. “We think there is more growth to come for this market and remain positive that demand for Microwave Transmission equipment will continue to increase. Assuming the worst of the pandemic is behind us, the economy recovers, and 5G mobile radio deployments stay on pace, we are predicting the microwave market to grow 4 percent next year to $3.1 billion,” added Yu.


For the year-to-date period, which includes the first nine months of 2020, the top six microwave vendors with a collective revenue share of nearly 80 percent were Huawei, Ericsson, Nokia, Ceragon, NEC, and Aviat. Among these vendors, three (Aviat, Huawei, and Nokia) outperformed the market and increased their individual market shares by at least one percentage point in the year-to-date period compared to last year.

The vendors with the highest share in the fast growing E/V Band market, which grew 35 percent year-over-year in 3Q 2020, were Huawei, Nokia, Ericsson, and Siklu. In the year-to-date period, Nokia’s share of the E/V Band market sharply increased by eight percentage points.

https://www.delloro.com/news/microwave-transmission-equipment-market-increased-6-percent-in-3q-2020-according-to-delloro-group/