Dell’Oro: Hyperscale data center CAPEX to double over next 5 years
Global data center CAPEX is on track to reach $350 billion by 2026. We forecast hyperscale cloud service providers to double their data center spending over the next five years,...
Research
Analysis from top research firms
Dell’Oro: Access equipment sales from 2021 to 2026
Sales of PON equipment for fiber to the home deployments, cable broadband access equipment, and fixed wireless CPE will all increase from 2021 to 2026, as service providers look to...
Dell’Oro: Open RAN on track
Preliminary findings suggest total Open RAN revenues, including O-RAN and OpenRAN radio and baseband, surprised on the upside both in 2020 and during 2021, bolstering the thesis that Open RAN...
Dell’Oro: Optical transport equipment market to teach $18B by 2026
Demand for Optical Transport equipment is expected to increase to $18 billion by 2026. All of the market growth will be from sales of DWDM system that deliver wavelength speeds...
Dell’Oro: Slow uptake for 5G Standalone
The slow uptake of 5G Standalone networks reduces Mobile Core Network (MCN) growth, according to a new report from Dell'Oro Group, which is now forecasting worldwide MCN 5-year growth at...
5G global connections now exceed 438 million
5G global connections now exceed 438 million, according to the 5G Americas trade group.Chris Pearson, President of 5G Americas, states: "After three years of 5G network deployments, the industry is...
IDC: Cloud infrastructure spending accelerates
Spending on compute and storage infrastructure products for cloud infrastructure, including dedicated and shared environments, increased 6.6% year over year in the third quarter of 2021 (3Q21) to $18.6 billion,...
IDC: Edge computing forecast at $176 billion in 2022
IDC is forecasting worldwide spending on edge computing will reach $176 billion in 2022, an increase of 14.8% over 2021. Enterprise and service provider spending on hardware, software, and services...
Dell’Oro: Strong demand for fiber and fixed wireless CPE
Total global revenue for the Broadband Access equipment market increased to $3.9 B in 3Q 2021, up 7 percent year-over-year (Y/Y), according to a new report from Dell'Oro Group. Growth...
Dell’Oro: 3Q 2021 Campus Switch sales hit all-time high
The worldwide Campus Switch market revenue reached a record level in 3Q 2021, according to a recent report by Dell’Oro Group. Growth was mostly propelled by 1 Gbps, which reached...
Dell’Oro: SaaS-based Network Security Rockets up 26% in Q3
The pent-up demand created after the 2020 pandemic shutdowns has combined with the attention on enterprise digitalization and new threats to provide the network security market an enormous boost, according...
5G to surpass a half-billion connections by end of 2021
Global wireless 5G connections have reached 438 million by the third quarter of 2021 and are on pace to exceed 540 million by the end of the year, according to...
Dell’Oro: Ethernet adapter shipments stalled by supply constraints
Ethernet adapter shipments were stalled by supply constraints in 3Q, according to a new report by Dell'Oro Group, however shipments are forecast to return to double-digit growth in 2022, as...
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