Dell'Oro news stories

According to research by Dell’Oro shows that the global market is finding its feet again with vendor ranking remaining stable.

5G core network revenues are pushing towards US$1 billion in revenue in 2020, propelled by strong investment and growth in 5G networks.

"The potential supply of many new products and technologies that meet the new network requirements is emerging from the entire technology ecosystem."

The ongoing COVID-19 pandemic will continue to impact the market both negatively and positively throughout 2020 and into the first half of 2021.

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.

The evolution of network equipment may see managed services stalling short term before the rise of automation gives it a boost, says Dell'Oro.

Supply chain disruptions accounted for the majority of the market decline in 1Q 2020, according to Dell’Oro.

DellOro Group ranked Versa as the number three overall SD-WAN vendor, based on 2019 worldwide revenue.

Two new reports from Dell'oro Group outline bad news for the networking market in the near future.

2020 will bring a move from capacity consumption to expansion for cloud service providers around the world.

Meanwhile, the rest of the Ethernet Controller and Adapter market remains challenged.

Dell ranked No.1 in vendor revenue share, followed by HPE, Inspur, Lenovo, Cisco, Huawei, and IBM.

“Operators are in a unique position to leverage their mobile network footprint, and capture new revenue from a wide range of use cases.”

Dell’Oro Group says that CPE shipments nearly offset another weak quarter for cable infrastructure.

“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.”

According to Dell’Oro Group Huawei, Nokia, and ZTE gained share in a market that only grew by one per cent.

“Many service providers are not aggressively promoting VoLTE even as LTE subscriptions continue to rise."

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 cumulative spend on optical transport equipment during the next five years is projected to grow by 16%.

5G growth is expected to advance at a faster pace than LTE, particularly within the APAC region.

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.