Dell’Oro: 5G SA Adoption Accelerates
The global 5G Mobile Core Network (MCN) market is projected to grow at a 6 percent compound annual growth rate (CAGR) 2024-2029, according to a newly-published report from Dell'Oro Group....
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Dell’Oro: Global RAN Market to Remain Flat Through 2029
Worldwide Radio Access Network (RAN) revenues, excluding services, are projected to stay flat and reach $160 B in cumulative revenue over the 2025-2029 forecast period, according to a new report...
Dell’Oro: Optical Transport Market Forecast
The Optical Transport market is forecast to return to growth in 2025 after declining 9 percent in 2024, according to a new report from Dell'Oro Group. Following the steep decline...
Dell’Oro: Data Center Switch Front-End Networks Expand Rapidly
The explosive scale in AI back-end networks is driving the need for additional capacity in data center switch front-end networks for data ingest, according to a new report from Dell'Oro...
Dell’Oro: Ethernet is Winning Against InfiniBand
Ethernet is winning the war against InfiniBand in AI back-end networks, potentially driving nearly $80 B in data center switch sales over the next five years, according to a new...
U.S. Semi Industry Sets Sights on $701B Market with Historic Reinvestments
Global semiconductor sales surged to $630.5 billion in 2024, with projections pointing to $701 billion in 2025, according to the Semiconductor Industry Association’s (SIA) 2025 State of the U.S. Semiconductor...
Dell’Oro: Can AI RAN Improve Carrier Revenues?
AI RAN is projected to account for approximately a third of the RAN market by 2029, according to a new report from Dell’Oro Group. In the near term, the focus...
Dell’Oro: Data Center Physical Infrastructure Market Surges
The Data Center Physical Infrastructure (DCPI) market grew 17 percent year-over-year (Y/Y) in 1Q 2025, according to a recently published report from Dell'Oro Group. This marks the fourth consecutive quarter of...
Zayo: North America Bandwidth Demand is Soaring
Global demand for bandwidth is soaring to unprecedented levels and could soon outstrip available fiber infrastructure, according to Zayo’s newly released 2025 Bandwidth Report. The company projects that 120 million...
Dell’Oro: Surging Demand for AI Infrastructure
The on-going AI expansion cycle drove the server and storage component market to 62 percent year-over-year growth in 1Q 2025, according to a new report from Dell'Oro Group. The surging...
Dell’Oro: Ethernet Data Center Switch Market Surges 40% in Q1 2025
Ethernet Data Center Switch sales surged over 40 percent in the first quarter of 2025, marking the strongest growth since we began separately tracking the market in 2013 and breaking...
Dell’Oro: High-End Router Market Rebounds with 10% Growth
The global High-End Router market returned to year-over-year growth in Q1 2025, ending a prolonged downturn that began in Q3 2023, according to a new report from Dell'Oro Group. Market...
Dell’Oro: Optical Transport Demand Up 24% in N America During 1Q25
The Optical Transport equipment market declined 1 percent year-over-year in 1Q 2025, according to a new report from Dell'Oro Group. However, due to the strong demand for data center interconnect...
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