Dell’Oro: Broadband equipment spending up 7% in 1Q
Total global revenue for the Broadband Access equipment market increased to $4.6 B in 1Q23, up 7 percent year-over-year (Y/Y), according to a new report from Dell'Oro Group. Spending on...
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Dell’Oro: Hyperscale drives strong SP router demand in Q1
The worldwide Service Provider (SP) Router and Switch market saw extraordinarily strong growth in the 1Q 2023 fueled by hyperscalers and an unleashed component supply that allowed equipment vendors to...
Dell’Oro: Data center switch sales at record level
Global sales of data center switches witnessed an impressive growth of more than 20 percent in 1Q 2023, representing the fourth consecutive quarter of record-breaking revenue levels, according to a...
Dell’Oro: Open RAN and vRAN growth slowed in 1Q 2023
Revenue growth moderated in 1Q 2023 for both Open RAN and Virtualized RAN (vRAN), according to a recent report from Dell'Oro Group. “Since both Open RAN and vRAN are still...
Dell’Oro: MEC market fails to materialize
The Multi-access Edge Computing (MEC) market has failed to materialize as expected. Dell'Oro Group is is lowering expectations by more than 20 percent for 2023. In addition, the China Mobile...
Dell’Oro: Microwave Transmission Equipment market forecasted at +5% in 2023
The microwave transmission equipment market is forecast to grow 5 percent in 2023, according to a new report from Dell’Oro Group, thanks to demand for E-band systems, which are capable...
Dell’Oro: Nokia continues to gain share in RAN
Preliminary findings show that the slower momentum that has characterized the broader 2G-5G Radio Access Network (RAN) market since 4Q 2021 extended into 1Q 2023, spurring the overall RAN market...
Dell’Oro: Cable outside plant market continues expansion
Total cable outside plant equipment revenue remains on track to advance 14 percent in 2023, according to Dell'Oro Group's new Cable Outside Plant Equipment Advanced Research Report. The growth is driven...
Crehan: Doubling of data center Ethernet switch bandwidth every 2 years continued in ’22
The closing of calendar-year 2022 marked yet another period in which customer deployments of data center Ethernet switch networking bandwidth continued its consistent – and remarkable – trend of doubling...
Dell’Oro: Worldwide telecom CAPEX to decline in 2023
Worldwide telecom capex—the sum of wireless and wireline telecom carrier investments—increased at a low-single digit rate year-over-year in nominal USD terms in 2022, down from the high-single digit growth in...
Dell’Oro intros Data Center IT Semiconductors report
Dell’Oro Group introduced a new Data Center IT Semiconductors and Components advanced research report providing an in-depth analysis of the supply and demand of semiconductors and components relative to system...
Dell’Oro: Data center physical infrastructure market up 10% in 2022
Data Center Physical Infrastructure (DCPI) market revenue growth accelerated in 4Q 2022, pushing full-year sales to 10 percent, according to a recent report from Dell'Oro Group. Growth was primarily caused...
Dell’Oro: SSE revenue rockets 38% in 2022
The worldwide Security Service Edge (SSE) market grew by nearly $1 B in 2022, representing 38 percent growth as enterprise embrace cloud-delivered network security to secure cloud-based applications and user’s...
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