Dell’Oro: Higher Campus Switch Prices Driven by Component Demand
The Campus Ethernet Switch market rebounded in 2025, but did not grow enough to compensate for the 19 percent contraction in 2024 revenue, according to a new report from Dell'Oro...
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Dell’Oro: High End Router Market to Surpass $15B by 2030
Demand for High End Routers dramatically improved in 2025 following an 18 percent market correction in 2024 that was caused by oversupply combined with lower growth in network demand, according...
Dell’Oro: Broadband Access Equipment Forecast
The Broadband Access Equipment market is forecasted to grow at an average annual rate of 0.3 percent from 2025 to 2030, with total revenue peaking in 2028, driven by ongoing...
Dell’Oro: Worldwide RAN to Grow a 1% CAGR over Next 5 Years
After steep declines in 2023 and 2024 following the 5G peak, RAN market conditions are now stabilizing. In the absence of any major growth catalysts, the appetite for RAN is...
Crehan: Scale-Up to Push Data Center Ethernet Switch Market Past $250B
In its latest Data Center Switch Long-Range Forecast Report, Crehan Research predicts that a steep ramp of Ethernet switch deployments for scale-up in AI rack-systems, when added to the existing scale-out...
Dell’Oro: Data Center Capex Up 59% in 3Q25
Worldwide data center capital expenditures increased 59 percent year-over-year, marking the eighth consecutive quarter of double-digit growth as the AI investment cycle continues to broaden beyond early, training-focused deployments, according...
Dell’Oro: AI Accelerators Power Data Center Components to 40% Growth in 3Q
Global data center server and storage component revenue increased 40 percent year-over-year in 3Q 2025, driven primarily by strength in AI accelerators, which also lifted demand for complementary components including...
Dell’Oro: IPoDWDM Systems Market Forecast to Reach $4.4 Billion by 2030
IP-over-DWDM systems demand is expected to grow at an average annual rate of 16 percent, reaching $4.4 billion by 2030, according to a new report from Dell'Oro Group. Shipments of...
Dell’Oro: SASE Surges as Access Router Revenue Falls 25% in 3Q2025
The global Secure Access Service Edge (SASE) market grew 21 percent year-over-year (Y/Y) in 3Q 2025 to nearly $3 B, even as spending on legacy Access Routers contracted a sharp...
Dell’Oro: North America Leads with 26% Y/Y Growth
The worldwide Data Center Physical Infrastructure (DCPI) market grew 18 percent year-over-year in 3Q 2025 in manufacturer revenue. Momentum remained broad-based, supported by strong AI infrastructure buildouts and the steady...
Dell’Oro: AI Back-End Networks Continue Shift to Ethernet
Ethernet accounted for more than two-thirds of data center switch sales in AI back-end networks both during the quarter and across the first three quarters of the year—up from less...
Dell’Oro: Optical Transport Systems Market Up 15% YoY
The Optical Transport Systems market increased by 15% year-over-year (Y/Y) in 3Q2025, driven by robust demand across all major customer groups and technology segments, according to Dell'Oro Group's recently published...
Dell’Oro: RAN Mostly Stable in 3Q 2025
Preliminary findings reveal that market conditions continued to stabilize in the third quarter, according to a new report from Dell'Oro Group. Following two years of steep declines, initial estimates show...
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