Recent FCC Ruling Opens Door to Expanded Spectrum and Capacity Boosted by 3-4X of Standard Wi-Fi Leading to Growth Opportunities

PORTOLA VALLEY, Calif.  April 23, 2020 —  According to a new forecast report issued by 650 Group, revenues for the Wi-Fi 6E-based Enterprise + Outdoor Wireless LAN market will exceed $1B by 2025. Additionally, the consumer WLAN infrastructure Wi-Fi 6E market, which includes routers, consumer mesh, extenders and broadband CPE with WLAN, will also grow to well over $1B in 2025.  

The Federal Communications Commission (FCC) has now unanimously approved draft rules for the 6 Ghz Band, unleashing 1,200 Megahertz for unlicensed Use  of Wi-Fi 6E technology, giving it significantly more performance and a wider reach of applications.

“650 Group expects broad range demand as 6 GHz spectrum-based Wi-Fi 6E technology will take hold in the U.S. market,” said Chris DePuy, founding analyst for 650 Group. “Wi-Fi 6E technology addresses myriad pressing needs for enterprises, and consumers, including enabling critical communications, supporting Gigabit per second class throughput, and, most urgently, addressing the new realities that Wi-Fi communications are more critical than ever before in the post COVID-19 world.”

For more information about the report, contact the sales department at 650 Group at +1 650 600 7104 or val@650group.com or http://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.  650 Group focuses on leading-edge market trends and research and prides itself on first to market research.
 

 2020 Market Forecast Reduced to Reflect Health Crisis

PORTOLA 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 2018 results.

“The WLAN market weakened on a year-over-year basis in the second calendar half of 2019, in part because of exceptionally strong growth in the second half of 2018, especially in the US market,” said Chris DePuy, Technology Analyst and Founder of 650 Group.  “As a result of the coronavirus lockdowns announced in March, we expect certain verticals like healthcare and use cases like remote working to experience increases in demand. However, we expect a re-thinking of the campus environment, and with reduced employment, we anticipate a net reduction in spending on Enterprise-class WLAN systems in 2020. We expect fast transitions toward cloud-managed WiFi and Wi-Fi 6E systems over the next year,” continued DePuy.

Cloud-managed Wireless LAN revenues associated with Enterprises experienced significant growth in 2019.  If Cloud-managed revenues are added to Enterprise Plus Outdoor Wireless LAN revenues, full-year revenues experienced modest growth.  Cloud-Managed Wireless LAN revenues are expected to grow in double-digits on a Y/Y basis for the next few years.  In 2019, vendors that took revenue share in the Enterprise Plus Outdoor Wireless LAN market included Cisco Systems, Extreme Networks, Huawei, and Juniper Networks.  The newly published includes analysis on other vendors, as well, including Adtran, Alcatel-Lucent Enterprise, Allied Telesis, Arista Networks, Cambium Networks, Commscope, DasanZhone, Edgecore, Engenius, Everest Networks, HPE Aruba, Lancom, Ruijie, Samsung, Sundray, and Ubiquiti.

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.  650 Group focuses on leading-edge market trends and research and prides itself on first to market research.

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 DC Equipment grew with mid-teen Y/Y results.
 
650 Group’s Cloud Report covers Colocation, IaaS, SaaS, and Search & Social.
 
“3Q19 Hyperscaler results were robust with strong growth in revenue and data center build outs,” said Alan Weckel, founding analyst for 650 Group. “Hyperscalers buy a different class of equipment from a different set of suppliers from the rest of the market and 3Q19 results are showing those differences in vendor market shares. The significant slowdown in Tier 2 Cloud spending, with many Tier 2 Clouds relying more on Hyperscalers has changed the supply chain and how it is working beneath the Hyperscalers.”
 
Report Highlights:

• Tier 2 Cloud providers continue to lack scale and instead are relying on Hyperscalers instead of building out their own infrastructure
• Facebook CAPEX Guidance for 2019 is now $4B less than a year ago; 2020 projections up Y/Y
• Microsoft Azure won the coveted project Jedi award over Amazon AWS
• AWS remains 3X larger than any other IaaS competitor
• 400 Gbps continues to get pushed out; Hyperscalers are looking toward high-density 100 Gbps and/or 200 Gbps as an interim solution
• Supply chain supporting each hyperscalers continues to be significantly different and diverse
• We expanded the list of Cloud Providers we cover in the report
• Amazon and Microsoft continue to outgrow Facebook and Google
• Trade War causing more fluctuations in supply chain than Hyperscaler demand

 
The Cloud reports includes CAPEX studies for the Colocation, IaaS, SaaS, and Search and Social Media markets including unique look at spending specifically for data center equipment.  Going beyond just Cloud revenue provides a unique look into where and how the largest Cloud providers deploy equipment.  In the report, you can see the trend towards more CAPEX spending occurring in IaaS as many SaaS providers choose IaaS instead of building out their own infrastructure.

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.  650 Group focuses on leading edge market trends and research and prides itself on first to market research.

Early Findings Presented today at ONF Connect in Silicon Valley
SANTA 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 the Total Addressable Market (TAM) for open source hardware and software in communications service provider networks.

The report: Open Source on Communication Service Provider Capital Spending, includes a focus on CORD-based cloud, access and edge data center solutions spanning Broadband Access, Metro Ethernet, RAN, Evolved Packet Core (EPC), Optical Transport, SD-WAN, VPN, SP Router, NFV and CDN.

Large Cloud Service Providers (CSPs) see events like the widening IoT and 5G networks at the edge as a significant source of new customer revenue and have the scale to build out these networks across the globe.

“This huge $490B equipment spending opportunity over the next 5 years in communications service provider networks is large but is also complex; and the impact of next-generation SDN is making broadband and 5G deployment easier,” said Chris DePuy, founding analyst for 650 Group. “Operators are now moving to open source on a project and a technology basis gradually. Operators expect to achieve considerable Opex savings while also improving service agility.”

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 with telecom operators, systems integrators, equipment vendors and is a strategic partner to communications service providers.  650 Group focuses on leading edge market research and is frequently cited as being first in identifying new market trends.