Cloud Data Center, Enterprise Networks, and Telecom Industry Trends

January 25, 2024 | Jimmy Yu

Microwave Transmission Market – From One Cycle to the Next

In Dell’Oro Group’s January 2024 update to the Microwave Transmission & Mobile Backhaul Transport Five-Year Forecast report (2023-2028), a mixed outlook emerges. Here are some good news and bad news. Let’s delve into the highlights of these contrasting trends

January 23, 2024 | Jimmy Yu

High End Router Market–2024 and Beyond

We just wrapped up our semi-annual Router Five Year Forecast report. In this latest blog from Vice President Jimmy Yu, he provide insights into both the short-term challenges and long-term opportunities within the router market.

January 18, 2024 | Stefan Pongratz

What to expect from RAN in 2024

In 2024, the prospect of being the most exhilarating year for RAN revenue growth is unlikely. Analyst Stefan Pongratz shares the top trends in the RAN market.

January 17, 2024 | Mauricio Sanchez

Is 2024 the Year Traditional Firewalls and Branch Access Routing Die and SASE (SD-WAN+SSE) Takes Over?

In this blog, analyst Mauricio Sanchez will examine if traditional firewalls yield to SASE, analyze how network security evolves amid SSE and SD-WAN advancements reveals dynamic market interactions.

January 17, 2024 | Baron Fung

Data Center Infrastructure—a Look into 2024

In 2024, the Data Center IT Capex report anticipates double-digit growth in data center capex, focusing on accelerated computing for AI workloads. In the blog, analyst Baron Fong delves into an evaluation of the data center infrastructures predictions, emphasis on server efficiency and cost control expected.

January 16, 2024 | Lucas Beran

Exploring the Data Center Physical Infrastructure (DCPI) Market Landscape in 2024

The most impactful and exciting development of 2023 in the data center industry should come as no surprise at this point, the proliferation of generative AI. This has set the stage for a profound transformation in the DCPI market. The impact will be felt for years to come. Explore the top three trends for the DCPI market here

January 15, 2024 | Sameh Boujelbene

Ethernet Campus Switch Market—A Look into 2024

The recent blog by Sameh Boujelbene anticipates a correction in the 2024 Campus Switch Market, discusses the potential impact of the HPE/Juniper acquisition on innovation, and highlights the increasing role of AI in market competition.

January 12, 2024 | Siân Morgan

Enterprise Class Wireless LAN—The Market Will Shift in 2024

Expect a transformation in the WLAN market for 2024. While 2023 experienced a temporary slowdown, it revealed growth highlights: Wi-Fi expanding into the 6 GHz band and the rise of AIOps and network automation. Delve into the top 4 trends in WLAN and Campus NaaS markets.

January 11, 2024 | Jeff Heynen

2024 Outlook: Broadband Market Faces Challenge Amidst Lower Spending from 2023

In this blog, Jeff shares that despite the near-term challenges, the broadband market is expected to show signs of resilience, with the anticipation of recovery in 2025 and strategic moves by cable operators and fiber deployments shaping the industry landscape. Learn more

January 10, 2024 | Sameh Boujelbene

Exploring the Data Center Switch and AI Networks Markets Landscape in 2024

Explore our top 3 predictions for the data center switch, 800 Gbps adoption, and AI networks market in 2024

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