Blog
Active Electrical CablING (AEC) Makes a Splash at OFC 2022
2022/’23 Server Designs to Adopt Higher Speeds and use AEC to Address Server ConnectivityThe AEC market has entered 2022 with solid momentum. We have many ASIC and cable suppliers entering the market to address a need to replace DAC in higher-speed network designs. As we enter OFC this week, the market… Read More »Blog
MWC 2022 Recap
Hyperscalers, Open RAN, Private 5G and chip announcements were top news at the MWC show in Barcelona last week. Based on disclosures at the show, Open RAN looks to go commercial in 2023 and 2024, hyperscalers are obtaining contracts to carry an increasing amount of telecom-related workloads, Rakuten Symphony is… Read More »Blog
4Q’21 ADC Market REPORT with Long-Term Forecast Results
According to 650 Group’s recently published report, in 4Q21, revenues of the Application Delivery Controller (ADC) market were 2% greater than the year-ago quarter. For the full year, the market grew modestly. Over the last four quarters, the market has consistently grown on a Y/Y basis. Our report also includes… Read More »Blog
SD-WAN Market enters 2022 Poised for Strong Growth
SD-WAN Subscription and Hardware Revenue to Dominate 2022 Mix The SD-WAN market exited 2021 with record hardware and subscription revenue. In addition, the market continued to benefit from many customers pulling in house their digital transformation projects and becoming more reliant on multi-cloud environments that embrace premises, colocation, and cloud-based applications.… Read More »Blog
Marvell 2021 Industry analyst day take-aways
Today, Marvell held its Industry Analyst day, showcasing a year of hard work and two significant acquisitions (Inphi and Innovium). Throughout the sessions, primarily focused on data center, automotive, and 5G, Marvell did an excellent job of highlighting the progress they have made over the past year and the increased… Read More »Blog
Supply Change Shortages – Disaggregated Routing and Fixed Building Blocks Better Suited for 2022
During the summer of 2021, there was optimism that the worst supply chain shortages were behind us, and vendors’ stockpiles of components and chips would be enough to work through the remaining issues. Instead, early October 2021 saw a worsening of component shortages. Some vendors saw component cancellations, and we… Read More »Blog