Dell'Oro
Executive perspectives from Dell'Oro across NextGenInfra's event and research showcases.
2 video interviews · 2020–2023
Fiber Access is Poised for Big Upgrades
- Dell'Oro's Jeff Heynen sees the U.S. residential market transitioning from GPON to XGS-PON.
- China is deploying 50-gig, with symmetric 50-gig and 100-gig options ahead for fiber access.
- Heynen predicts rapid evolution of fiber technologies for both residential and enterprise deployments.
Full summary
Jeff Heynen, Vice President of Broadband Access and Home Networking Research for Dell'Oro Group, discussed the upcoming waves of innovation for fiber broadband, highlighting the transition from GPON to XGS-PON in the U.S. residential market. He also mentioned the ongoing work on 50 gig deployments in China and future developments including symmetric 50 gig options and 100 gig, emphasizing the limitless capabilities of fiber optics and predicting a rapid evolution of technologies for residential and enterprise deployments.
Analyzing the SmartNIC Opportunity
- SmartNIC sales reached $200 million in 2019, a market Dell'Oro's Baron Fung expects to triple over the next five years.
- Fung defines the infrastructure acceleration segment and profiles early adopters, use cases, and the major vendors.
Full summary
In just a few short years, the market for SmartNICs reached $200 million in sales in 2019. Baron Fung, Research Director at Dell'Oro Group, expects this segment to triple over the next five years. Fung provides a definition of the Infrastructure Acceleration segment (SmartNICs), talks about early adopters and use cases, introduces the major vendors, and offers commentary on the factors that will lead players to success.