Showing posts with label Delloro. Show all posts
Showing posts with label Delloro. Show all posts

Thursday, June 7, 2018

Dell'Oro: Service Provider Router & Carrier Ethernet Switch market contracts

The Service Provider Router & Carrier Ethernet Switch market contracted year-over-year to its lowest level in five years in the first quarter of 2018, according to a recently published report from Dell'Oro Group.
 
The quarterly contraction sets the stage for the first annual market decline since 2012 as telecom and cloud service providers reduce spending on IP infrastructure.

"Over the past two years, the Asia-Pacific region has been a major growth engine for the router market, but in 1Q18, driven in part by saturation in the China telecom market, router demand experienced a sharp decline," said Shin Umeda, Vice President at Dell'Oro Group.  "The weaker China market, combined with price reductions and network architecture evolution in North America, gives us a recipe for a market pull-back in 2018," added Umeda.

Additional highlights from the 1Q18 Router & Carrier Ethernet Switch Quarterly Report:

  • Despite the market's revenue contraction, 100 Gigabit Ethernet port shipments grew more than 35% year-over-year.
  • Cisco was the top ranked vendor in 1Q18, followed by Huawei, Nokia, and Juniper. These four vendors accounted for more than 90 percent of the market revenue in 1Q18.

Monday, May 21, 2018

Dell'Oro: Microwave transmission market revenue grew 9% in Q1

The microwave transmission market grew 9% in 1Q 2018 compared to the previous year period, according to new research from Dell'Oro Group. NEC outperformed other manufacturers in the quarter and captured the highest shipment share.

Additional highlights from the 1Q 2018 Microwave Transmission Quarterly Report:

  • Packet Microwave comprised nearly 45 percent of the total Microwave Transmission market revenue in the quarter.
  • E/V Band system revenue grew year-over-year (Y/Y) for a 23rd consecutive quarter, and is projected to grow for at least another five years.
  • The country with the largest demand for Microwave Transmission equipment is India; 17 percent of global shipments during the past twelve months ending March 2018 were for use in India.

"The Microwave Transmission market dramatically improved in 1Q 2018," stated Jimmy Yu, Vice President with Dell'Oro Group.  "Following two years of market contraction due to fewer LTE cell site deployments and upgrades, we had expected another year of decline until volume deployments of 5G NR occurred in late 2019.  Yet, the Microwave Transmission market posted a strong first quarter and is expected to turn a positive full year," continued Yu. 

Friday, July 21, 2017

Dell'Oro estimates cumulative $6bn 5G RAN market to '21

Dell'Oro Group finds in its latest Mobile RAN 5-year Forecast Report that while overall RAN market conditions are expected to remain challenging in the near-term, growing adoption of LTE small cells and 5G macro technologies will drive a return to market growth towards the end of the forecast period, and predicts that cumulative 5G RAN investment will exceed $6 billion by 2021.

Further highlights from Dell'Oro's mobile RAN forecast report include:

1.         LTE and 5G small cell RAN revenue is expected to increase 4-fold over the forecast period to 2021.

2.         Millimetre-wave technology is expected to account for less than 5% of the overall 5G equipment market by 2021.

3.         Almost half of 5G RAN market revenue will feature C-RAN and cloud-RAN architectures by 2021.

Dell'Oro notes that cumulative revenue for the total RAN market between 2017 and 2021 looks set to experience the weakest five-year period since it began tracking the market in 2000.

Regarding the report, Stefan Pongratz, senior director at Dell'Oro Group, said:

"A stronger focus than initially envisioned on the sub-3 and -6 GHz 5G macro layers, coupled with a robust outlook for LTE small cells, form the basis for a more optimistic view of the overall RAN market in the outer part of the forecast".

"Although the IoT impact on the RAN market remains highly uncertain, the demand for enhanced mobile broadband is expected to remain robust, resulting in strong 5G macro uptake in the advanced mobile broadband markets, with China, Japan, Korea, and North America accounting for more than 90% of the 5G market by (2021)".


Thursday, July 20, 2017

Dell'Oro forecasts microwave transmission market of $3.8bn by '21

According to the latest Microwave Transmission & Mobile Backhaul 5-year Forecast Report from Dell'Oro Group, the microwave transmission and mobile backhaul markets will continue to contract for another two years before returning to growth in 2019.

Dell'Oro expects that from 2019 market growth will be driven by the increasing use of outdoor small cells and the ramp of large-scale 5G mobile radio deployments.

Further highlights from Dell'Oro's microwave transmission and mobile backhaul forecast report include:

1.  Due to the demands of small cell deployments and the capacity requirements of 5G mobile radios fibre and copper will account for a higher share of the market for backhaul links in the future.

2.  The overall market for small cell backhaul equipment utilising fibre, copper or wireless technologies is forecast to reach $1.6 billion by 2021.

3.  The microwave transmission market is projected to total $3.8 billion by 2021, with mobile backhaul constituting approximately 70% of this revenue.

Regarding the report, Jimmy Yu, VP at Dell'Oro Group, commented, "It will likely continue to be a difficult environment for mobile backhaul equipment sales for the next two years… however, I see light at the end of the tunnel, and if (this forecast is) correct and the mobile backhaul market resumes growth in 2019, I believe that market revenue can rise to at least $5.5 billion by 2021".

Wednesday, June 14, 2017

Dell'Oro reports 100G port shipments up 6x YoY in Q1

According to the recent Ethernet Switch - Data Center Quarterly Report by Dell’Oro Group, 25 and 100 Gbit/s switch port shipments increased to more than one million in the first quarter of 2017, with suppliers Arista, Cisco, and white box vendors leading the transitions to higher speeds.

Highlights from Dell'Oro's latest first quarter Ethernet switch, data centre report include:

1.         That 100 Gbit/s shipments surged in the quarter, increasing six-fold year on year.

2.         Vendors Arista, Cisco and the white box suppliers each achieved revenue of more than $100 million for 100 Gbit/s in the first quarter.

3.         Shipments of 25 Gbit/s ports are ramping on the switch side, primarily driven by Cisco, as enterprise customers focus on upgrading their switches ahead of the Intel Purely server refresh cycle that is expected in the second half of the year.

Regarding the report, Sameh Boujelbene, senior director at Dell'Oro Group, commented, "As supply constraints on 100 Gbit/s optical modules started to alleviate, demand for 100 Gbit/s switches is ramping up at the major cloud providers… however, (the market) is in the early stage of this migration and I expect demand to accelerate through the rest of the year, driven by the cloud, as well as telco service providers and enterprise deployments."

Thursday, January 21, 2016

Dell'Oro: 25 Gbps Spurs Cloud to Upgrade Data Center

Technology transitions will propel sales of the Ethernet Switch market over the next five years as 25 Gbps data center upgrades for cloud operators, according to a recently published report by Dell’Oro Group. Likewise, 2.5/5.0 Gbps technology will spur enterprises to upgrade campus networks.

“All areas of the Ethernet Switch market are undergoing significant transitions to next generation technologies that provide higher speeds and increased functionality during the next several years,” said Alan Weckel, Vice President at Dell’Oro Group.  “The Cloud is driving the data center through at least three major product cycles by 2020, starting right now with the migration towards 25 Gbps, and the magnitude of the Cloud will cause several records to be set in the Ethernet Switch market during each product cycle.  At the same time, Enterprise campus switching is moving away from 1 Gbps, toward 2.5/5.0 Gbps, to support higher bandwidth access points with security being a feature most customers are looking towards as they evaluate their upgrade path,” Weckel added.

The Ethernet Switch – Layer 2+3 5-Year Forecast Report also predicts the bulk of the revenue growth during the forecast period will come from 25 Gbps and 100 Gbps while both 10 Gbps and 40 Gbps will decline significantly.

http://www.delloro.com

Monday, December 7, 2015

Dell'Oro: Ethernet Switch Data Center Sales Surge

The Ethernet Switch – Data Center market surged to $2.6B, setting an all-time record in 3Q15, with the bulk of the increase driven by sales of 40 GE switches, according to a new report from Dell'Oro Group. In 2016, Dell'Oro Group is predicting explosive growth for 100 GE, with sales to well-exceed half a billion dollars.

"The quarter was highlighted by Arista achieving the number two rank in revenue for the first time along with strong growth from most vendors and the filling out of next generation 100 GE switch platforms," said Alan Weckel, Vice President at Dell'Oro Group.  "Looking forward to the last quarter of 2015 and early 2016, we expect to see a very strong ramp in 100 GE as customers like Amazon, Facebook, Google, and Microsoft begin widespread deployments," stated Weckel.

The Quarterly Ethernet Switch – Data Center Report also indicates there is a significant difference in market share and rank across geographical regions with Cisco, Arista, and Juniper being the top three vendors in North America, but Cisco, Hewlett Packard Enterprise, and Huawei being the top three vendors in China in the third quarter 2015.

http://www.delloro.com/news/data-center-ethernet-switch-market-surges-to-2-6b-setting-an-all-time-record-in-3q15-according-to-delloro-group

Sunday, February 22, 2015

Dell'Oro. WDM Market Grew 7% to $9.5 Billion in 2014

The total Wavelength Division Multiplexer or WDM market, comprising long haul and metro applications, grew seven percent in 2014, reaching almost $9.5 billion, according to a new report from Dell'Oro Group.

“It was another strong year for optical WDM equipment,” said Jimmy Yu, Vice President of Optical Transport research at Dell’Oro Group. “The majority of market growth for the year came from heightened demand in China where all service providers are shifting from rolling out 40 Gbps wavelengths to 100 Gbps wavelengths. As a result, we calculate that the global shipments of 100 Gbps wavelengths doubled in 2014, contributing nearly half the total market revenue for the year,” added Mr. Yu.

Regional growth rates and WDM Equipment market share leaders for full year 2014 are listed in the table below.



http://www.delloro.com/news/total-optical-wdm-equipment-market-exceeds-9-billion-2014-according-delloro-group


Tuesday, January 27, 2015

Dell'Oro: Cloud Data Centers to Comprise Almost 50% of Server Unit Shipments by 2018

Cloud data centers are expected to comprise almost 50 percent of server unit shipments by 2018, according to a new report by Dell'Oro Group. Server unit shipments are expected to continue to grow, albeit at a low single digit CAGR for the 2014-2019 period.

“The increase in the number of connected devices as well as the number of workloads processed by data centers will continue to drive demand for physical servers, although virtualization trends will dampen growth rates,” said Sameh Boujelbene, Director at Dell’Oro Group.  “Although server shipments will continue to grow, the deployment location for these servers is definitely changing. Cloud economics—including server prices, resiliency, scalability, and product lifespan—along with enhancements in cloud security are promoting migration of workloads across servers, and are accelerating Cloud adoption,” stated Boujelbene.

The report indicates that high-density servers, based on either Intel’s X86 or ARM processors will drive the majority of growth in unit shipments during the forecast period. The analysis also discusses the various Ethernet network connectivity options for each server form factor for Cloud vs. Enterprise/Premises deployments, and reveals that a minimum of eight port speeds are expected to co-exist for server access over the next five years.

http://www.delloro.com/news/cloud-data-centers-expected-comprise-almost-50-percent-server-unit-shipments-2018-according-delloro-group

Monday, January 26, 2015

Dell'Oro: WLAN Market Forecast to Expand Nearly 40% by 2019

The wireless LAN market is forecast to expand nearly 40% from 2014 revenues, approaching $13 billion by 2019, according to a new report from Dell’Oro Group.  A mini-upgrade cycle is expected to occur this year thanks to new 802.11ac ‘Wave 2’ Access Points and 2.5 & 5 Gbps Ethernet interfaces on Access Points.

“We expect 2015 to be a pivotal year for the Enterprise-class WLAN market with the introduction of higher speed 802.11ac Wave 2 systems,” said Chris DePuy, Vice President at Dell’Oro Group.  “This will drive a need for greater Ethernet speeds, opening the door for an upgrade cycle to 2.5 and 5 Gbps Ethernet, which will drive a potential upgrade cycle for Campus Switching as well.”

In response to the new technology trends emerging in 2015, the Wireless LAN Five-Year Forecast Report now contains a forecast of both Wave 1 and Wave 2 802.11ac for Enterprise-class devices.  In addition, in a related report called the Enterprise Edge Five-Year Forecast Report, Dell’Oro Group now forecasts both 2.5 Gbps and 5 Gbps Ethernet switch ports.  Also included in the report are estimates on total SP WiFi units and revenue forecasts, and an analysis.

http://www.delloro.com/news/wireless-lan-market-forecast-expand-nearly-40-percent-approaching-13-billion-2019-according-delloro-group-forecast-report

Friday, November 22, 2013

Dell'Oro: LTE RAN Market Advances, Nearly Offsetting Declines in GSM, WCDMA, CDMA

The LTE RAN market continued to grow at a rapid pace in 3Q13, nearly offsetting declining RAN technologies (GSM, WCDMA, CDMA), according to a new report from Dell'Oro Group.  After three quarters of consecutive year-over-year RAN growth, Dell'Oro Group estimates that the total RAN (2G, 3G, 4G, excluding TD-SCDMA and SP WiFi) market declined approximately one percent year-over-year in 3Q13.

"Even though growth is slowing down in some of the more advanced Mobile Broadband (MBB) markets, we are now seeing great demand for LTE in other markets, particularly Europe, with LTE RAN revenues more than doubling year-over-year", said Stefan Pongratz, Director of Mobile RAN research at the Dell'Oro Group.

Other highlights from the 3Q13 quarterly market share report:

  • Ericsson maintained its dominant position in LTE with a 15 point four-quarter trailing share lead over number two, Huawei.
  • Alcatel-Lucent passed NSN to take the number three spot in LTE RAN revenue share in the quarter.  NSN maintained the number three LTE position on a four-quarter trailing basis.
  • Total RAN market is expected to grow in 2014, as growth in China offsets declines in the U.S. and Japan.
  • Dell'Oro Group maintains an optimistic view of the Small Cell RAN market with small cell revenues expected to account for approximately one percent of total RAN revenues in 2014.

http://www.delloro.com

Thursday, October 31, 2013

Dell'Oro: Fast Growth Trajectory for SDN Market

The Software Defined Networking (SDN) Market will grow more than six-fold over the next five years, according to a new report from Dell'Oro Group.  The majority of this market (75%) will consist of Ethernet switches and network security appliances.

"Almost every major Ethernet Switch vendor with exposure in the data center is announcing significant new products over the next several weeks.  To put perspective on the order of magnitude of the data center equipment market, in 2013 sales will exceed $100 B, split between Servers, Storage, Ethernet Switches, and Data Center Appliances, etc.  We predict a wide variety of manufacturers will engage in battle for the supremacy of data center spending and control," said Alan Weckel, Vice President at Dell'Oro Group.

"For Ethernet Switching, data center share will become an increasingly important metric for three reasons: almost all revenue growth in the market over the next five years will come from data center products; vendors will have to fight each other for ever-fewer, although larger, deals; and SDN is changing who owns application and network control points," Weckel stated.

The report examines the disruptive elements to the Ethernet Switch market in the data center, including SDN, Cloud, Virtualization, and the impact of White Box Switching.  The Report addresses issues such as: the importance of SDN to the data center; the portion of the market attributed to White Box and the effect of the Cloud on Ethernet Switch, Application Delivery Controller and Network Security Appliance Markets.  The report also reveals first half 2013 vendor placement in the data center Ethernet Switch market and how Brocade, Cisco, Dell, Hewlett-Packard, Extreme, Huawei, IBM, and Juniper place in this increasingly important segment.

http://www.DellOro.com

See also