Blog
2Q’22 Active Electrical Cable (AEC) Market Update and Long-Term Forecast Results to 2026
In 2Q22, revenues of the Active Electrical Cable (AEC) market were over 700% greater than the year-ago quarter, according to our recently published report. Our report also includes an updated long-term forecast. We have maintained our revenue forecast for 2022 and 2023. For the outer years of our forecast, we… Read More »Blog
2Q’22 RAN Market and Long-Term Forecast Results
In 2Q’22, revenues for the RAN (Radio Access Network) market were 3% less than the year-ago quarter, according to our recently published report. The market has been inconsistent in performance over the past four quarters, oscillating between Y/Y growth and Y/Y declines. Our report also includes an updated long-term forecast.… Read More »Blog
2Q’22 Telecom Core Market and Long-Term Forecast Results
In 2Q22, revenues of the Telecom Core market were 3% greater than the year-ago quarter, according to our recently published report. The market has been inconsistent in performance over the past four quarters, oscillating between Y/Y growth and Y/Y declines. Our report also includes an updated long-term forecast. We… Read More »Blog
2Q’22 Cloud DC Switching Market and Long-Term Forecast Results
In 2Q22, revenues of the Cloud DC Switching market were 41% greater than the year-ago quarter, according to our recently published report. Over the last four quarters, the market has consistently grown on a Y/Y basis. Our report also includes an updated long-term forecast. We have maintained our revenue forecast… Read More »Blog
Disaggregated Routing Super Charged in 2022 as DriveNets Raises its Series C Funding
During the first half of 2022, SPs continued to push a dual vendor strategy and shift towards fixed architectures to eliminate complexity. Fixed 1RU and White Box architectures in Routing (based on Jericho chipset) became enticing to many customers. There are nearly a dozen white box vendors shipping today across… Read More »Blog
SpaceX and T-Mobile US Announce Roaming Partnership Setting Stage for 6G
T-Mobile US CEO Mike Sievert and SpaceX Founder Elon Musk shared the stage at SpaceX in Texas to announce plans for a 2023 beta service to allow T-Mobile customers to roam to Starlink satellite service using existing phones. Without saying it explicitly, it appears that SpaceX has a US-territory exclusive… Read More »Blog