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

Sunday, June 7, 2020

Dell’Oro: Mobile Core Network market grew 10% in Q1

The Mobile Core Network market grew 10 percent year-over-year to nearly $8 Billion for the trailing four quarters ending in 1Q20, according to a new report from Dell'Oro Group. Growth is expected to accelerate over the next four quarters due to 5G Core deployments.

“There are other factors influencing the uptake. The COVID-19 pandemic is now seen mostly as a positive for the wireless infrastructure sector with more demand for voice and data. Plus the T-Mobile/Sprint merger has completed, and the new T-Mobile is moving ahead with an aggressive 5G build,” Bolan continued.

Additional highlights from the Mobile Core Network 1Q20 report:

  • Revenue market share for Huawei and Ericsson combined for over half of the market, while Nokia, ZTE, and Cisco totaled over 25 percent, for the trailing four quarters ending in 1Q20.
  • We forecast the Network Function Virtualization penetration will approach 70 percent in 1Q21 due to the revenue growth in 5G Core deployments.

Sunday, February 23, 2020

Dell'Oro: Mobile Core Network market approaches $8 billion

The Mobile Core Network (MCN) market expanded for the second consecutive year and approached $8 billion in 2019, according to a new report from Dell'Oro Group. Ericsson, Huawei, and Nokia ranked as the top three vendors.

Some highlights from the Mobile Core Network 4Q 2019 report:

  • The top six MCN vendors for 2019, in alphabetical order, were Cisco, Ericsson, Huawei, Mavenir, Nokia, and ZTE. These vendors accounted for over 85 percent of the worldwide MCN market revenue.
  • The regional revenue rankings were: Asia Pacific; Europe, Middle East, and Africa; North America; and Caribbean and Latin America respectively.

“The MCN market is expected to continue to grow in 2020, but at a slower pace,” stated David Bolan, Senior Analyst, Dell’Oro Group. “Some of the contributing factors are an anticipated slow take-up of the 5G Core, slower growth in India due to service providers’ financial stress created by increased tax burdens, and the uncertainty in the European Union resulting from unresolved security concerns. The anticipated growth in 2020 will be to serve the increasing number of 4G and 5G subscribers and associated devices like wearables and tablets, the seemingly unquenchable thirst for data, and the growing use of Internet of Things (IoT) in LTE networks."

Thursday, January 30, 2020

Dell'Oro: Demand for 400G switch expected to grow this year

Ethernet Switch Data Center port shipments are forecast to surpass 60 million by 2024, with more than 50 percent of the port shipments will operate at 100 Gbps, 400 Gbps and 800 Gbps - according to a recent report from Dell'Oro Group.

“800 Gbps, 400 Gbps, as well as new waves of 100 Gbps will be enabled by faster SerDes technologies and higher speed optics,” said Sameh Boujelbene, Senior Director at Dell’Oro Group. “Optics will continue to play a vital role in the data center switch market. The availability of high volume, low-cost optics is crucial in driving any speed transition. Additionally, as network speed increases beyond 800 Gbps, pluggable optics will hit density and power issues. Hence it will become imminent for the industry to adopt alternative options such as Co-Packaged Optics (CPO). We expect such transition to bring major disruptions to the supply chain as it requires new business and serviceability models,” added Boujelbene.

Additional highlights from the Ethernet Switch – Data Center 5-Year Forecast Report:

  • Demand for 400 Gbps from the broader market is expected to ramp by end 2020 and in early 2021.
  • 400 Gbps and higher speeds are predicted to account for more than 25 percent of port shipments by 2024.

Sunday, December 8, 2019

Dell'Oro: Broadband access equipment market drops 12%

Global revenue for broadband access equipment market decreased 12% year-over-year (Y/Y) to $3.2 billion, according to a newly published report by Dell’Oro Group.

A 371 percent Y/Y increase in XGS-PON OLT revenue and continued growth of XG-PON1 OLT ports and CPE offset continued DSL declines.

“Operators’ continued push to increase their fiber investments is resulting in strong Y/Y gains in PON OLT ports,” said Jeff Heynen, Senior Research Director at Dell’Oro Group. “Though XGS-PON continues to grow rapidly, 2.5 Gbps GPON remains the workhorse in the market,” explained Heynen.

Some highlights:


  • Total cable access concentrator revenue decreased 31 percent Y/Y to $287 M, driven once again by a slowdown in CCAP license purchases in North America
  • Total DSL port shipments plummeted 28 percent Y/Y, with all technologies showing significant Y/Y declines

Saturday, November 30, 2019

Dell’Oro: 5G RAN spending on the rise

Surging 5G NR demand propelled the RAN market in 3Q 2019 to a fifth consecutive quarter of year-over-year (Y/Y) growth for the first time in over a decade, according to Dell’Oro Group.

  
“The positive momentum that has characterized this market since the upswing began in the second half of 2018 extended into 3Q 2019, underpinned by a 5G ramp that is accelerating at an extraordinary pace,” said Stefan Pongratz, Analyst and Vice President at Dell’Oro Group. “While mid-band Massive MIMO continues to drive the lion share of the 5G capex, both low-band and Millimeter Wave (mmW) 5G NR deployments accelerated significantly in the quarter,” continued Pongratz.

Additional highlights from the 3Q 2019 RAN report:

  • The broad-based pickup in RAN revenues was reflected in shipment trends, with total BTS shipments—macro and small cell—advancing at a double-digit pace year-to-date (1Q19 through 3Q19).
  • Aggregate growth for RAN systems using advanced antenna systems—including sub 6 GHz Massive MIMO and mmW—accelerated in the third quarter, accounting for 10 to 20 percent of the year-to-date RAN revenues.
  • RAN revenue rankings for the top three vendors—Huawei, Ericsson, and Nokia—were stable in the quarter and for the year-to-date period.