Broadcom

Data Center Ethernet Switch Market for the Cloud Reaches New All-Time High in 4Q’22, Exceeding $11 B in 2022; According to 650 Group

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Arista, Cisco, Juniper, White Box, Market Shares Differ Materially Between the Cloud Market and the Enterprise Market Incline Village, Nevada – April 18, 2023 – According to a newly released report issued by 650 Group, revenue for the Data Center Ethernet switch market for the cloud surpassed $11B in 2022,… Read More »Data Center Ethernet Switch Market for the Cloud Reaches New All-Time High in 4Q’22, Exceeding $11 B in 2022; According to 650 Group

Merchant Silicon Market Dominated by Broadcom and Marvell in 2022; According to 650 Group

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Combination of AI, ML, and HPC Driving Significant Bandwidth Growth and Propel 112 Gbps and 224 Gbps SERDES Technologies Incline Village, Nevada – April 13, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the… Read More »Merchant Silicon Market Dominated by Broadcom and Marvell in 2022; According to 650 Group

Analysis: Broadcom Plans to Acquire VMware for $61B

Different Scenarios can Play Out for the Networking Industry While the potential Broadcom / VMWare combination could affect many industries, this blog shares our view on its impact on the networking industry.  As an opening thought, this big deal may experience regulatory challenges, considering regulators prohibited Broadcom from acquiring Qualcomm… Read More »Analysis: Broadcom Plans to Acquire VMware for $61B

Wireless LAN Infrastructure Semiconductor Lead Times Remain Elevated, According to 650 Group

Enterprise WLAN Systems Shipments Grew 4% Y/Y 4Q21, on Double-Digits Chip Orders Growth Incline Village, Nevada – March 9, 2022 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Wireless LAN (WLAN) Infrastructure Semiconductor primary… Read More »Wireless LAN Infrastructure Semiconductor Lead Times Remain Elevated, According to 650 Group

Six Groups of Companies That Benefit From FCC’s Vote To Open Up 6 GHz

Today’s big news from the FCC is that it will open up 6 GHz to Wi-Fi and other unlicensed uses.  The FCC authorizes “1,200 megahertz of spectrum in the 6 GHz band (5.925–7.125 GHz) available for unlicensed use,” and further explains that it authorizes “standard-power devices in 850 megahertz in the 6… Read More »Six Groups of Companies That Benefit From FCC’s Vote To Open Up 6 GHz

Huawei’s revenues are at risk as US puts Chinese Tech giant on its “Entity List”

According to news reports and press and social media announcements by high-ranking members of US government, the US government has put Huawei on its so-called “Entity List” of the Bureau of Industry and Security (BIS).  Our read on this is it similar to what happened with ZTE during C2Q18 last year, a move that severely curtailed… Read More »Huawei’s revenues are at risk as US puts Chinese Tech giant on its “Entity List”

H3C and Qualcomm jointly Announce 802.11ax WLAN product availability for September 2018

H3C and Qualcomm announced the planned availability of the WA6628 802.11ax Wireless LAN Access Point; it is slated for September 2018 shipments.  This new Access Point uses the Qualcomm IPQ8078 part number – we checked the Qualcomm website and we cannot find this part on the website.  So, we assume… Read More »H3C and Qualcomm jointly Announce 802.11ax WLAN product availability for September 2018

OCP Summit 2018 – Disaggregation Theme Dominates

The OCP Summit 2018 hit record attendance and we can can summarize the theme as that of continued disaggregation of network/server functions.  Examples of demonstrations, presentations and proposals associated with disaggregation are as follows: Flash/SSD.  Project Denali was presented by Microsoft.  The idea is it separates SSD controller functions from… Read More »OCP Summit 2018 – Disaggregation Theme Dominates