Cloudflare: Global Internet traffic continues to grow 25% yoy
Global Internet traffic grew 25% in 2023, in line with peak 2022 growth, according to Cloudflare's Year in Review. Some of the biggest highlights of 2023 include: Most Popular Internet...
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Dell’Oro: Increased spending on Data Center Physical Infrastructure
The third quarter of 2023 marked the fifth sequential quarter of double-digit year-over-year (Y/Y) growth for the Data Center Physical Infrastructure (DCPI) market, according to a new report from Dell'Oro...
Dell’Oro: Global Broadband Access Equipment Spend Plummets
According to a report from Dell'Oro Group, global revenue for the Broadband Access equipment market decreased in 3Q 2023 due to declining equipment spend. However, spending on Fixed Wireless CPE...
Dell’Oro: North American Optical Transport Market Declined in 3Q 2023
According to a report from Dell'Oro Group, the North American Optical Transport equipment market declined 4% in 3Q 2023, while demand grew in other regions. Find out more about the...
Dell’Oro: Cloud Service Provider Switch Sales Slow
According to a new report from Dell'Oro Group, spending on data center switches by Cloud Service Providers remained flat in 3Q2023, while overall global sales of data center switches increased...
Dell’Oro: Party is Over for WLAN Market
The WLAN market experienced a 4% decline in revenues in 3Q 2023, as vendors depleted their backlogs faster than expected, according to a report from Dell'Oro Group. The slowdown is...
Dell’Oro: RAN market to remain challenging in 2024
The 5G surge in RAN revenues is now a distant memory as global RAN revenues witness steep declines. Find out more in the Dell'Oro Group analysis.
IDC: Semiconductor Market Outlook Improves
"Overall, IDC expects the total semiconductor industry to decline by 12% in 2023, which is an improvement from our September outlook. Revenues will continue to recover gradually and accelerate in...
Dell’Oro: Telecom server market to grow 19% CAGR
Dell’Oro Group has lowered its forecast for the telecom server market relative to its October 2022 report due to a few factors, including economic headwinds leading to reduced spending on...
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...
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...
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