Carrier capex is the top of the economic food chain for the system vendors. In a normal year, carrier capex would be tracked by the system vendor community with the usual rigor, zeal, and attention to detail. 2020 is not a normal year.
2021 carrier capex is a hot topic as at-home digital economy is up but classic economy still matters
The Analyst Team
Ian Redpath
Practice Leader, Transport Networks & Components
Ian is the Practice Leader for Omdia’s components, transport and routing practice and is responsible for strategy, client, product, and team development. Managing a team of communications technology professionals, he covers how communications service providers, internet content providers, and enterprises utilize and deploy leading-edge optical networks, components, and routing technologies.
Ian covers the data center interconnect, optical components, and optical networks systems markets. He also conducts custom research and consulting for clients. His team tracks market share for terrestrial and subsea optical networks, mobile xHaul, optical components, and service provider switching and routing vendors, and their latest research initiative is sorting how optical and routed networks will evolve for 5G. Ian is the 2019 winner of the NGON & DCI World People’s Choice Award and is a regular speaker at industry events. Ian received his MBA from Queen's University at Kingston in Canada and a degree in electrical engineering from the University of Manitoba.
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