“This was another great quarter for optical transport gear in North America,” said Jimmy Yu, Vice President at Dell’Oro Group. “Now that we are out of the customer inventory correction phase or digestion period, as some like to call it, we are seeing renewed spending on DWDM systems for more capacity between data centers.
The Microwave Transmission market grew again in 1Q25, led by surging backhaul demand in India, MEA. Huawei, Ericsson, and ZTE lead as vendor concentration continues to rise, learn more.
“With this high growth rate in 1Q 2025, we are raising our projection for the year 2025 from 2 percent Y/Y to 5 percent Y/Y,” stated Dave Bolan, Research Director at Dell’Oro Group. “In China, several major projects were completed in 1Q 2025, mostly beneficial to ZTE. Learn more
Mr. Cordovil will lead the data center physical infrastructure analysis and data center liquid cooling, including power uninterruptible power supplies (UPS), power distribution, thermal management, and IT racks.
“We attribute the improved conditions to favorable regional mix and lighter comps, rather than a change to the fundamentals that shape this market,” said Stefan Pongratz, Vice President for RAN market research at the Dell’Oro Group.
