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...
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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...
IDC: Worldwide Ethernet switch market continues strong growth
Worldwide Ethernet switch revenues grew 22.0% year over year in the fourth quarter of 2022 (4Q22) to $10.3 billion and grew 18.7% for the full year 2022 to $36.5 billion,...
Dell’Oro: Ethernet adapter market rose 40% in 2022
The Ethernet Adapter market grew 40 percent in 2022. However, we expect the market to moderate in 2023, as server vendors lower their inventory levels in anticipation of lower enterprise...
2022 Global Provider Carrier Ethernet LEADERBOARD
Vertical Systems Group announced that seven companies achieved a rank on the 2022 Global Provider Ethernet LEADERBOARD as follows (in order based on retail port share as of year-end 2022):...
CignalAI: a nascent market for 100ZR coherent pluggables
CignalAI has published a “Coherent at the Network Edge” report that forecasts demand for 100ZR coherent pluggables beginning in 2024 as operators upgrade to higher speeds in optical access networks. ...
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