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
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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
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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
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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

Hyperscalers Need for Bandwidth will Transition the Cable Market Away from DAC and Towards AEC

Incline Village, Nevada – March 7, 2021 – An upcoming report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the AEC market will quickly replace the DAC market as Hyperscalers and quickly expand into the rest-of-cloud, enterprise, and SPs. The report also reveals that the semiconductor content of each cable could be different.

"AEC cables will play a pivotal role in server to Top-of-Rack switching in the data center as server speeds increase to 100 Gbps and beyond," said Alan Weckel, Founder and Technology Analyst at 650 Group.  "AI/ML-based servers are already pushing the limits of current cable technology, and AEC will play a key role in connectivity in the future.  We are excited to expand our research to create a new report focused on this exciting, billion-dollar part of the Ethernet Switch, server, and data center market."

The Quarterly Active Electrical Cable (AEC) report includes segmentation on the different types of AEC cables and the different go-to-markets that semiconductor vendors have chosen.  Forecast projections include semiconductors, cables, revenue, and quarterly market share as additional vendors enter the market with cables and semiconductors.

About the Active Electrical Cable (AEC) Quarterly and Forecast Report
The AEC Report offers a market assessment of vendor performance and market share in the AEC market.  The report includes vendor performance and a long-term forecast.  In addition, the report looks at the different types of AEC cables and the semiconductors and different go-to-market strategies in the market.  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