Despite Decommits in the Supply Chain, US Hyperscalers Maintain 2022 CAPEX Guidance
Incline Village, NV. May 10, 2022 — According to a newly released report issued by 650 Group, US Hyperscaler Cloud market revenue grew 23% Y/Y in 1Q’22 while the supply chain for data center equipment into hyperscalers performed unevenly due to continued semiconductor and component shortages. 650 Group’s US Hyperscaler Cloud Report covers IaaS, SaaS, and Search & Social and publishes shortly after Amazon, Apple, Google, Meta (Facebook), and Microsoft report earnings. It is focused on the Hyperscalers, which account for approximately 70% of revenue and spend in the Cloud. 1Q’22 Highlights:
“US Hyperscalers continue to invest robustly in their data center buildouts despite uneven worldwide growth and supply constraints,” said Alan Weckel, founding analyst for 650 Group. “Supply constraints worsened for several components as semiconductor capacity continues to lag Hyperscaler demand. Despite the difficulties in the supply chain, Hyperscalers continue to push the envelope in process geometry and next-generation technologies. As a result, CAPEX and investment are set to soar over the next several years as the Cloud moves towards the metaverse and AI/ML in IaaS start to take off.” The US Hyperscaler Cloud reports include CAPEX studies for the IaaS, SaaS, and Search and Social Media markets, including a unique look at spending specifically for data center equipment. In addition, the report looks at projected revenue and CAPEX through 2026. Finally, the report shows the trend towards more CAPEX spending occurring in IaaS as many SaaS providers choose IaaS instead of building their own infrastructure. To learn more, visit http://650Group.com About 650 Group 650 Group is a leading Market Intelligence Research firm for communications, data center, and cloud markets. Our team has decades of research experience, has worked in the technology industry, and is actively involved in standards bodies. 650 Group focuses on leading-edge market trends and research and prides itself on first to market research with over 12 research programs focused on Cloud trends. For more information, visit: http://650Group.com HPE Aruba’s NaaS Announcements Change the Consumption Model Dialogue with Customers
Incline Village, Nevada – March 31, 2022 – An upcoming report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique insight into the NaaS market for enterprise WLAN. The latest report reflects the idea that the needs of the enterprises are different now and will continue to evolve away from pure CAPEX consumption models. “WLAN was one of the first campus networking markets to move towards Subscription and Cloud Managed over a decade ago with most vendors aggressively ramping their Cloud Managed offerings in 2021,” said Chris DePuy, Founder and Technology Analyst at 650 Group. “NaaS is a natural progression in how vendors will change their product offerings to address the change in consumption models and make up an increasing percentage of WLAN during the next five years.” The Quarterly Enterprise WLAN – NaaS report looks at the adoption rate of NaaS compared to Cloud Managed Solutions and provides additional segments by business size and other adoption metrics. The reports will also look at the vendor’s current revenue splits between traditional CAPEX and subscription-related revenue. Future reports will include additional segmentation and vendors. About the NaaS Reports The Quarterly Enterprise WLAN – NaaS report covers quarterly market shares and forecasts. NaaS reports include segmentation on a regional and worldwide basis and provide market data for the China and non-China markets. In addition, 650 Group publishes additional segment-specific reports in WLAN, WLAN semiconductors, Unified Access, and Cloud Managed markets. For more information about the report, contact the sales department at 650 Group at +1 650 600 7104 or val@650group.com or www.650group.com. About 650 Group 650 Group is a leading Market Intelligence Research firm for communications, data center, and cloud markets. Our team has decades of research experience, has worked in the technology industry, and is actively involved in standards bodies. To learn more, visit: http://www.650Group.com ### HPE Aruba’s NaaS Announcements Change the Consumption Model Dialogue with Customers
INCLINE VILLAGE, Nevada– March 24, 2022 – An upcoming report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique insight into the NaaS market for campus/enterprise switching. While Managed Service Providers (MSPs) historically took vendor equipment to offer solutions ‘as-a-Service,’ vendors offering the solution directly via the channel are a relatively new phenomenon of the past two years. 650 Group’s latest report reflects the idea that the needs of the enterprises are different now and will continue to evolve away from pure CAPEX consumption models. This week's HPE Aruba GreenLake announcement signals how the shift to NaaS is in full motion. By mid 2023, 650 Group expects that each of the top global networking vendors will offer a complete menu of campus Ethernet and related network management solutions to be available in the Cloud Managed and NaaS consumption models. “NaaS is not a new concept for Campus Ethernet Switch networks. However, it has historically been implemented by MSPs or local resellers,” said Alan Weckel, Founder and Technology Analyst at 650 Group. “Vendors will continue to shift revenue away from traditional one-time CAPEX models towards subscription and NaaS to meet customer demand. Customers want increased options and flexibility as hybrid and remote work are here to stay, and applications reside in a multi-cloud world, not just in the premises data center.” The Quarterly Ethernet Switch – Campus Switching NaaS report includes segmentation on a regional and worldwide basis and provides market data for the China and non-China markets. It also looks at the adoption rate of NaaS compared to Cloud Managed Solutions and provides additional segments by business size and other adoption metrics. The reports will also look at the vendor’s current revenue splits between traditional CAPEX and subscription-related revenue. Future reports will include additional segmentation and vendors. About the NaaS Reports The Quarterly Ethernet Switch – Campus NaaS report covers quarterly market shares and forecasts. NaaS reports include segmentation on a regional and worldwide basis and provide market data for the China and non-China markets. In addition, 650 Group publishes additional segment-specific reports in Campus / Enterprise Switching, Industrial Switching, Single Pair Ethernet, and other campus networking markets. For more information about the report, contact the sales department at 650 Group at +1 650 600 7104 or val@650group.com or www.650group.com. About 650 Group 650 Group is a leading Market Intelligence Research firm for communications, data center, and cloud markets. Our team has decades of research experience, has worked in the technology industry, and is actively involved in standards bodies. For more information, visit: http://www.650group.com ### Vendors Taking Different Approaches to Consumption Models for Campus Ethernet Switching, WLAN, and SD-WAN Markets
INCLINE VILLAGE, Nev. – March 23, 2022 – A new category of research by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, will provide a series of reports offering unique insight into the Network-as-a-Service (NaaS) markets for campus switching, WLAN, and SD-WAN. The consumption model in enterprises continues to shift away from CAPEX and perpetual licenses to subscription and as-a-Service. These new reports reflect the idea that the needs of enterprises are different now and will continue to evolve away from pure CAPEX consumption models. "We see heightened demand for different consumption models throughout the differing campus networks of Ethernet switching, Wireless LAN, and SD-WAN, especially as customers look towards subscription models and vendors look to shift their business models," said Alan Weckel, Founder and Technology Analyst at 650 Group. "NaaS is a natural progression in these markets, especially today as they move from pure CAPEX to hybrid models of Cloud-managed and subscription, to NaaS. As a result, we expect NaaS to outpace overall market growth and quickly approach $1B." 650 Group’s NaaS reports: Quarterly Ethernet Switch -- Campus Switching NaaS, Enterprise WLAN NaaS, and SD-WAN NaaS, include segmentation on a regional and worldwide basis and provide market data for the China and non-China markets. The 650 Group NaaS reports will also review and analyze the vendor's current revenue splits between traditional CAPEX and subscription-related revenue. Future reports will include additional segmentation and vendors. About the NaaS Reports The Quarterly Ethernet Switch – Campus Switching NaaS, Enterprise WLAN NaaS, and SD-WAN NaaS reports cover quarterly market shares in NaaS and forecasts. 650 Group publishes additional segment-specific reports covering the Campus / Enterprise Switching, WLAN, and SD-WAN markets. For more information about the report, contact the sales department at 650 Group at +1 650 600 7104 or val@650group.com or www.650group.com. About 650 Group 650 Group is a leading Market Intelligence Research firm for communications, data center, and cloud markets. Our team has decades of research experience, has worked in the technology industry, and is actively involved in standards bodies. To learn more, visit: http://www.650group.com ### Wireless LAN Infrastructure Semiconductor Lead Times Remain Elevated, According to 650 Group3/9/2022
Enterprise WLAN Systems Shipments Grew 4% Y/Y 4Q21, on Double-Digits Chip Orders Growth
Incline Village, Nevada – March 9, 2022 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Wireless LAN (WLAN) Infrastructure Semiconductor primary radio units grew 4% Y/Y in 4Q21, as measured at the time of system shipments. "Order growth for WLAN Infrastructure radios has been higher than shipments for several quarters, as the industry grapples with supply chain disruptions," said Chris DePuy, Founder and Technology Analyst at 650 Group. "New radio chips supporting 6 GHz spectrum are exciting for the semiconductor companies including Broadcom, Mediatek, and Qualcomm, because the new WLAN systems require an additional radio, which expands the market opportunity by 50%. We are optimistic about growth for both Wi-Fi 6E and Wi-Fi 7 units, taking advantage of the new 6 GHz spectrum. Users of WLAN equipment that supports 6 GHz in the U.S. market, for instance, will see a three-fold increase in spectrum, which ushers in an era of multi-gigabit per seconds speeds." The Wireless LAN Infrastructure Semiconductor publication indicates that Broadcom, Qualcomm, and MediaTek are the top three Wireless LAN semiconductor companies measured by primary radio units. The report also includes a market share analysis of Renesas Celeno, Huawei, Intel, NXP, ON Semi, Realtek, and others, including a short-term and long-term forecast. About the Enterprise WLAN and Cloud-Managed Network Services Quarterly Reports 650 Group’s Wireless LAN Infrastructure Semiconductor Report delivers a market assessment of vendor performance, market share, and forecasts. The report covers semiconductor shipments across Enterprise-class Access Points, Routers, Broadband Customers Premises Equipment with Wireless LAN, Extenders, and Consumer Access Points for the following speeds: 802.11n, 802.11ac Wave 1, 802.11ac Wave 2, Wi-Fi 6, Wi-Fi 6E, Wi-Fi 7. For more information about the report, contact the sales department at 650 Group at +1 650 600 7104 or val@650group.com or www.650group.com. About 650 Group 650 Group is a leading Market Intelligence Research firm for communications, data center, and cloud markets. Our team has decades of research experience, has worked in the technology industry, and is actively involved in standards bodies. Learn more at http://www.650group.com |
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