Huawei hosted 700 analysts and media participants in Shenzhen China last week to attend its annual analyst summit, nick-named HAS2019. The company’s high-level message was simple – the company is an innovator and is moving down the stack into semiconductors and is partnering with and funding university projects to develop… Read More »Huawei’s Chip Projects Front and Center at Analyst Summit (HAS2019)
Today, Amazon announced that it will acquire eero, a consumer mesh WiFi equipment company that as of 3Q18 had 13% revenue share. In 3Q18, the consumer mesh WiFi market measured just over $150M, which was up just over 34% Y/Y. The number one player by revenue was NETGEAR in 3Q18,… Read More »Amazon Acquisition of eero Impacts Google, NETGEAR, Linksys, Ubiquiti and TP-Link
Eric Xu, Rotating Deputy Chairman of Huawei addressing audience questions at the Huawei Analyst Summit 2018 The main theme of the the Huawei HAS 2018 meeting keynotes was Artificial Intelligence and, secondarily, nearly ubiquitous networks connections across the world. Huawei expects 86% of enterprises to have experimented with AI by… Read More »Huawei Analyst Meeting Recap – a Big Focus on Artificial Intelligence and a Downplay of 5G
Portola Valley, California – January 16, 2017 – A newly released market leading report by 650 Group indicates that 200 Gbps, 400 Gbps, and 800 Gbps will all ship in the next five years resulting in robust growth for the Ethernet Switch Market. “The first wave of 200 Gbps and 400… Read More »200 Gbps and 400 Gbps to have Material Impact on Ethernet Switch Market in 2018, According to 650 Group 800 Gbps to Ramp Early Next Decade
Nokia was bullish on its technology developments and cautious on telco capex. CEO Rajeev Suri described the telecom market as having tough market conditions and expects telco equipment market revenues down in 2018. He said the Swedish competitor pricing aggressively and that it will be difficult to keep share in China… Read More »Nokia Analyst Meeting Update
This week, we attended the Global Mobile Broadband Forum, held in London, and found several interesting points we thought we would share. Much of the focus of the conference was about 5G wireless networks, and since the show was in London, many of the service providers who we met with… Read More »Global Mobile Broadband FOrum update
Arista, Cisco, and Juniper Jockey for Position While New Vendors Emerge for Data Center Edge and Data Center Interconnect Use Cases Portola Valley, California – October 6, 2017 – An upcoming report by 650 Group, the leader in Switching, Routing and Data Center Interconnect market research and competitive positioning, indicates an… Read More »Switching and Routing Battle for Data Center Leadership Intensifies in 3Q17, According to 650 Group
Last week we attended Huawei Connect conference in Shanghai which is turning into a massive event for Huawei with significant customer attendance. It was tons of fun to talk to customers, catch up with friends, and the different parts of Huawei while on the show floor. While there are ton… Read More »Huawei Connect – Connecting Clouds and Everything Else
Portola Valley, California – September 7, 2017 – A newly released market leading report by 650 Group indicates that Data Center Ethernet Switch market revenue and port shipments hit a record in 2Q17. Arista, Dell, H3C, Juniper, and White Box all achieve all time record revenue results. New platforms and… Read More »China, North America and Data Center Interconnect Drive Data Center Ethernet Switch Market in 2Q17, According to 650 Group
Portola Valley, California – September 6, 2017 – A newly released report by 650 Group indicates that revenues for Cloud-Managed Services of the combined market of WLAN Infrastructure and Campus Ethernet switches grew over 60% year-over-year. Campus Ethernet Switch and Wireless LAN combined revenues accelerated to 10% Y/Y. On a… Read More »Cloud-Managed Wi-Fi and Ethernet Switch Services Revenue Grew Over 60% Y/Y, According to 650 Group
