Where you sit determines what you see, which is true across the supply chain relative to the trade war with China and the U.S. tariffs, as well as Huawei’s issues.
A new report by 650 Group breaks down the impact that the tariffs, trade war and Huawei’s blacklisting are having across various vendor market sectors. While the enterprise wireless LAN market has already taken a hit, the cloud sector is relatively unscathed.