Dell’Oro: RAN Investments to Top $0.4 Trillion by 2030
After growing at a 2% CAGR in the 4G era, global RAN revenues are projected to increase at a 1% CAGR between 2020 and 2030. The base case scenario is...
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Analysis from top research firms
Nokia: Global network traffic to grow at 22-25% CAGR thru 2030
Thanks to AI, ML, extended reality (XR), digital twins, automation, and billions of new devices, traffic on global telecom networks will grow at a CAGR of 22% - 25% for...
Dell’Oro: Coherent Optical Transceiver Shipments to grow at 17% CAGR
Dell'Oro Group is forecasting that coherent optical transceiver shipments will grow at a 17 percent compounded annual growth rate (CAGR) for the next five years. Additionally, the Coherent Optics market...
Crehan: Merchant-built Ethernet SmartNIC revenues up 3X
Revenues for the merchant-built Ethernet smartNIC market, which includes Data Processing Units (DPUs) and Infrastructure Process Units (IPUs), more than tripled year-over-year in the first half of calendar-year 2023, according...
FCC Chairwoman proposes to restore oversight of broadband services
FCC Chairwoman Jessica Rosenworcel is calling for a restoration of FCC oversight of broadband services, similar to its authority over voice communication. Specifically, in the interest of national security and...
Vertical Systems: Mid-2023 U.S. SD-WAN Technology LEADERBOARD
Cisco tops Vertical Systems Group’ first U.S. SD-WAN Technology LEADERBOARD, which ranks Technology Suppliers based on share of total Carrier Managed SD-WAN sites in the U.S. powered by their SD-WAN...
IDC: Q2 Ethernet switch market up 38.4%, router market up 9.4%
The worldwide Ethernet switch market grew revenues 38.4% year-over-year in the second quarter of 2023 (2Q23) to $11.8 billion, according to a newly published report from IDC. Meanwhile, the total...
Dell’Oro: North American Broadband Access Equipment Spending Drops
Total global revenue for the Broadband Access equipment market decreased to $4.7 B in 2Q23, down 3 percent year-over-year (Y/Y), according to a recently published report from Dell'Oro Group,. Outside of North America,...
Fiber Access is Poised for Big Upgrades
There are several waves of technology innovation ready to hit the fiber broadband market. Jeff Heynen, Vice President from Dell'Oro Group, provides insightful analysis: - The rapid innovation and deployment...
Cignal AI: IPoDWDM represents a $1.6B Component Opportunity by 2026
Metro WDM equipment spending will soon be disrupted by a transition to pluggable optics used in routers, according to the recent Impact of IPoDWDM report from Cignal AI. IPoDWDM is...
Dell’Oro: E-Band Microwave shipments up 77% in 2Q 2023
Shipments of E-band Microwave Transmission equipment grew 77 percent year-over-year in 2Q 2023, according to a new report from Dell'Oro Group. The top two vendors, Huawei and Ericsson, held the...
Vertical Sys: Mid-Year 2023 U.S. Carrier Ethernet LEADERBOARD
Vertical Systems Group announces that the following six companies achieved a position on the mid-year 2023 U.S. Carrier Ethernet LEADERBOARD (in rank order based on retail port share as of...
Dell’Oro: Optical Transport Market Beats Growth Expectations
Optical Transport equipment revenue grew 5 percent year-over-year in 2Q 2023, according to a new report from Dell’Oro Group. This was the third consecutive quarter that the optical market growth...
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