Blog
Wisper and Tarana Interview captures Fixed Wireless Access (FWA) Industry Status
One of the more interesting markets we research is the Fixed Wireless Access (FWA) market. On June 27, 2022, Wisper Internet CEO and Founder, Nathan Stooke, interviewed Tarana Wireless President, Dirk Gates. We found the interview reveals some interesting trends underway in the Wireless ISP (WISP) market and the FWA… Read More »Blog
Cisco PONC 2022 conference highlighted RON progress, PLE availability, and 400G success
Cisco just held its PONC 2022 conference, with over 500 attendees registered. We found the most exciting topics at the three-day show were: (a) its progress with RON, (b) PLE availability, and (c) the 400G ZR ramp. Cisco is pushing for integrating optical transceivers with routers, a significant step forward… Read More »Blog
Active Copper Market Poised to take Significant Share of Short Distance Market in the Data Center
AI/ML Workloads and Next-Generation Server Designs to Drive Growth New network architectures and increased server speeds are causing the connectivity market inside the data center to move away from Direct Attach Copper (DAC) to active solutions. The current DAC technology can’t scale with the speed coming from next-generation server designs… Read More »Blog
1Q’22 Optical Transport Market and Long-Term Forecast Results
In 1Q’22, revenues for the Optical Transport market were 6% greater than the year-ago quarter, according to 650 Group’s recently published report. The market overall has been inconsistent in performance over the past four quarters, oscillating between Y/Y growth and Y/Y declines. On a regional basis, North America had… Read More »Blog
1Q’22 Routing Market and Long-Term Forecast Results
In 1Q’22, revenues of the Routing market were 2% 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. 650 Group maintains our revenue forecast for 2022… Read More »Blog
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 »Blog