News & Events
PRESS RELEASES
News from 650 Group
650 Group reports THAT ENTERpRISE WIRELESS LAN DECLINED 3% Y/y in 4q 2019
2020 Market Forecast Reduced to Reflect Health CrisisPORTOLA VALLEY, Calif. April 2, 2020 — According to a newly released report issued by 650 Group, revenues of the Enterprise Plus Outdoor Wireless LAN market declined 3%. For the full year 2019, Enterprise Plus Outdoor Wireless LAN was flat, following very strong… Read More »News & Resources
OPtical network revenues grow 5% y/y as hyperscaler customers lead growth
Leading Vendors Experiencing Growth Included Ciena, Infinera, Nokia, and ZTE PORTOLA VALLEY, Calif., March 17, 2020 -A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Optical Transport Network market revenues increased 5% Y/Y in 4Q19. Revenues… Read More »News & Resources
650 Group Finds Data Center Equipment CAPEX for the US Hyperscalers Grows 10% Y/Y in 3Q19
Significant Shift in Buying Patterns of the Tier Two Cloud Causes Massive Fluctuations in the Supply Chain PORTOLA VALLEY, Calif. Nov. 7, 2019 — According to a newly released report issued by founding analysts of 650 Group, US Hyperscaler Cloud market revenue grew 26% Y/Y in 3Q19 while CAPEX used for… Read More »News & Resources
650 Group Research Focuses on Telecom’s $490B Open Source Network Opportunities
Early Findings Presented today at ONF Connect in Silicon ValleySANTA CLARA, Calif. Sept. 13, 2019 — As presented today in a keynote session at the ONF Connect 2019 conference, attended by operators AT&T, Google, Deutsche Telekom, Telefonica and NTT in Santa Clara, a founding analyst of 650 Group presented on… Read More »News & Resources
IoT and AI will Drive Further WLAN Growth; 802.11ax WLAN infrastructure market shows 5% Y/Y growth Following a Period of Acquisitions, According to 650 Group
PORTOLA VALLEY, Calif. – Sept. 10, 2019 – A newly released report by 650 Group reveals 5% Y/Y revenue growth in the Enterprise plus Outdoor Wireless LAN market with a strong rebound in China, reversing a -4% decline into a 10% gain Y/Y. Emerging 802.11ax technology has shaped the future of the… Read More »News & Resources
Data Center Equipment CAPEX for the US Hyperscalers Returns to Growth in 2Q19; Commodity Price Declines Remain in Compute and Storage while Networking Grows Robustly
PORTOLA VALLEY, Calif. August 8, 2019 — According to a newly released report issued by founding analysts of 650 Group, US Hyperscaler Cloud market revenue grew 25% Y/Y in 2Q19 while CAPEX used for DC Equipment returned to growth with mid-teen Y/Y results. 650 Group’s Cloud Report covers Colocation, IaaS, SaaS,… Read More »News & Resources
Follow Us On Twitter
Great to be in San Diego this week for @nokia’s SReXperts Americas.
One point from Ron Johnson’s keynote really stood out: the optical industry needs to move ZR/ZR+ transceiver production to a whole new level to keep pace with demand.
Today, production is measured at roughly a
Multi-core fiber could change how optical capacity is packaged and scaled, but what will it take to deploy?
At 3:45 p.m. PT on Oct. 7, I’ll moderate a @EthernetAllianc #TEF2026 panel on standards, lane breakouts, transceivers and its role in Ethernet AI networks.
A new optical market is forming between the data center fabric and traditional long-haul coherent networking.
At @650Group, our latest forecast projects the Coherent Lite market will surpass 10 million units within the next three to five years.
The driver is straightforward: AI
All five major RAN vendors now back AI-native radio. The fight is over silicon.
At MWC we mapped the fault line – merchant chips vs ASICs – and it’s holding. Nokia’s 100%+ spectral-efficiency-by-2028 claim shows who’s betting hardest.
@650group
https://650group.com/blog/ai-ran-goes-mainstream-every-major-vendor-has-now-embraced-the-concept/
#AI
