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 GrowthNew 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 in… 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
650 Group publishes 1Q’22 Telecom Core Market and Long-Term Forecast Results
In 1Q22, revenues of the Telecom Core market were 4% greater than the year-ago quarter, according to our recently updated report. The market has been inconsistent in performance over the past four quarters, oscillating between Y/Y growth and Y/Y declines. The report also includes an updated long-term forecast. For the… Read More »Blog
Fortinet Accelerate 2022 Recap
Fortinet had its Accelerate 2022 conference today. Its executive team presented its current strategy and expectations for the future and highlighted what it thinks are its key differentiators in the marketplace. The company explained: (a) the importance of its ASIC and its software code-base called FortiOS, (b) its services bundling… Read More »Blog