5G SA Adoption Accelerates 5G MCN Market Growth to 6 Percent CAGR; AI Set to Drive Next Wave, According to Dell’Oro Group
|“Our forecasts are primarily driven by subscriber growth trends and typical usage behavior, and for the 5G MCN segment, we currently project a 6 percent CAGR,” said Dave Bolan, Research Director at Dell’Oro Group. “However, the emergence of Generative AI and Agentic AI could significantly change network demands, especially with increased data traffic and expectations for continuous, low-latency connectivity.
Broadband Equipment Spending to $20.1 B in 2028 on Accelerated Fiber Deployments, According to Dell’Oro Group
|Broadband Access Equipment market to grow 1.6% CAGR through 2029, peaking in 2028, fueled by DOCSIS 4.0 and fiber builds. Operators are expanding networks while shifting to AI-driven, converged services. Jeff Heynen says future success lies in delivering personalized broadband tiers based on user experience, not just speed.
$160 B in RAN Before 6G, According to Dell’Oro Group
|Cloud Providers to Drive Optical Transport Market to $19 Billion in 2029, According to Dell’Oro Group
|“We are anticipating that the time has come to interconnect all those new AI data centers being built,” said Jimmy Yu, Vice President at Dell’Oro Group. “We are forecasting data center interconnect to grow at twice the rate of the overall market, driven by increased spending from cloud providers.
Data Center Switch Front-End Networks Expand Rapidly to Keep Pace with AI Back-End Scale, According to Dell’Oro Group
|“AI back-end deployments are, however, breathing new life into this market. What’s often overlooked is that within front-end networks, there’s now a growing need for a new segment of connectivity… This additional capacity will require high-speed connectivity and command a price premium,” said Sameh Boujelbene, Vice President at Dell’Oro Group.