
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…
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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…

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…

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…

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…

The Ethernet Adapter market grew 40 percent in 2022. However, we expect the market to moderate in 2023, as server vendors lower their inventory…

The modernization of networking and security for enterprise branches and hybrid workers is expected to drive the total SASE revenue to surpass $60 B…

Preliminary findings from Dell’Oro show that the slower momentum that has characterized the broader 2G-5G Radio Access Network (RAN) market since 4Q 2021 extended…

Global data center capex is on track to reach $400 billion by 2027, according to a recently published report from Dell’Oro Group. “While the…

Nearly $100 billion will be spent on campus switches over the next five years, according to Dell’Oro Group, which is now forecasting a “digestion…

Data center physical infrastructure (DCPI) revenues are forecast to grow at an 8 percent compound annual growth rate (CAGR) from 2022 to 2027, to…

The Service Provider (SP) Router and Switch market is projected to expand through 2027, with market revenues growing at a 2 percent compounded annual…

Sales of PON equipment for fiber-to-the-home deployments, cable broadband access equipment, and fixed wireless CPE will all increase from 2022 to 2027, as service…

Citing stronger-than-expected O-RAN progress in North America, Dell’Oro Group is revising upwards it revenue forecast. Open RAN is now projected to account for 15…
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