Displaying items by tag: Dell'Oro Group

Total revenue for broadband access equipment market decreased to US$4.2 billion in 2Q 2024 down 8% year-over-year (Y/Y), according to market research firm Dell’Oro Group.

The broader Open RAN movement has come a long way in just a few years, but the results have been mixed, according to market research firm Dell’Oro Group.

The Secure Access Service Edge (SASE) market is projected to reach nearly US$16 billion by 2028, representing a 13% compound annual growth rate (CAGR). Security Service Edge (SSE) revenue is expected to maintain a robust double-digit CAGR and outpace SD-WAN’s single-digit CAGR over the next five years (2023–2028), according to market research firm Dell’Oro Group.

Wireless LAN (WLAN) revenues are expected to drop 13% in 2024 with lower prices exacerbating depressed demand, according to market research firm Dell’Oro Group.

Radio Access Network (RAN) market conditions remain challenging for the broader mobile infrastructure and RAN markets. Following the 40 to 50% increase between 2017 and 2021, the RAN market is now declining, and these trends are expected to prevail throughout the forecast period (2024-2028), according to market research firm Dell’Oro Group.

Optical DWDM equipment is forecast to reach US$18 billion in market revenue by 2028, according to market research firm Dell’Oro Group.

Market research firm Dell’Oro Group has lowered its forecast for the telecom server market relative to its October 2022 report citing factors including economic headwinds leading to reduced spending on mobile network infrastructure and challenges with the adoption of Open RAN and MEC.

Coherent optical transceiver shipments are forecast to grow at a 17% CAGR in the next five years, according to market research firm Dell’Oro Group.

Server vendors and cloud service providers are reducing excess inventories as server demand weakens. Despite the circumstance, the Smart NIC market is poised for double-digit growth in 2023 with broader adoption in the cloud and enterprise markets, according to market research firm Dell’Oro Group.

Data centre switches grew more than 20% in 1Q 2023 representing the fourth consecutive quarter of record-breaking revenue levels with network equipment company Arista and multinational technology company Nvidia leading the pack and outpacing market performance.

Data centre capex is expected to reach US$400 billion ($576 billion) by 2027 as hybrid cloud will generate growth opportunities for both the hyperscale and enterprise markets, according to market research firm Dell’Oro Group.

The optical transport equipment is set to increase at a 3% CAGR for the next five years, reaching US$17 billion ($24 billion) by 2027. During the five-year period, cumulative revenue is expected to hit at US$81 billion ($115 billion), according to market research firm Dell’Oro Group.

After four years of growth that propelled the radio access network market to reach new record levels, the RAN market is transitioning from expansion to the next phase in 5G journey with more challenging comparisons and slower growth, according to market research firm Dell’Oro Group.

Hyperscale data centre capex is on track to grow at 28% in 2022, according to Dell’Oro Group but the market research firm is expecting that cloud service providers will enter a digestion cycle in 2023.

Worldwide network security market maintained its ongoing rebound from the 2020 pandemic-induced recession with the eighth consecutive quarter of stronger revenue growth and the sixth quarter of double-digit revenue growth, according to market research firm Dell’Oro Group.

The mobile core networks and multi-access edge computing market revenue growth declined year-over-year once more in 3Q 2022 recording two quarters in a row with negative year-over-year growth, according to market research firm Dell’Oro Group.

The telecom server market is projected to reach US$14 billion ($22 billion) by 2026 with edge data centres accounting for most of its growth, according to market research firm Dell’Oro Group.

Demand for firewall solutions drove the total firewall market to surge 14% YoY and worth approximately US$3 billion ($4.6 billion) in quarterly revenue in 2Q22—which would have been higher had hardware appliance vendors kept pace with demand, according to market research firm Dell’Oro Group.

US cloud hyperscalers—Amazon, Google, Meta, and Microsoft—increased data centre CAPEX by 45% in 2Q 2022, however, demand pullback is anticipated among certain Chinese and Tier 3 US cloud service providers and select enterprise verticals, according to market research firm Dell’Oro Group.

The Ethernet controller and adapter market achieved its seventh record-breaking quarter at US$1.2 billion ($1.7 billion) in 2Q 2022 despite persistent supply chain challenges, according to a report by research firm Dell’Oro Group.