“The Open RAN movement has come a long way in just a few years, surprising both proponents and skeptics,” said Stefan Pongratz, Vice President and analyst with the Dell’Oro Group. “While challenging comparisons will weigh a bit on the market over the short-term, it is unlikely that these divergences between the greenfields and the brownfields will leave lasting imprints on the long-term prospects,” continued Pongratz.
“I am excited to see how the Optical Transport market unfolds in the next few years,” said Jimmy Yu, Vice President at Dell’Oro Group. “We are predicting that demand will continue to increase for the next five years, and that the market will reach $18 billion by 2026. Drivers of our growth prediction include the growing global economy, government initiatives to fund the reach of broadband to rural areas, and overall network upgrades to align with customer demand for more bandwidth. There will, however, be some bumps in the road.”
“Even with the elevated baseline and risks surrounding the pandemic and the supply chain increasing, we believe that the RAN market will not only continue to trend upward over the near term, but we are also more optimistic about the long-term 5G prospects,” said Stefan Pongratz, Vice President and analyst with the Dell’Oro Group.
“The cumulative revenue forecast for the period 2022 to 2026 is over $50 billion. The overall revenues and the CAGR have been dampened by the muted uptake in 5G SA networks,” according to Dave Bolan, Research Director at Dell’Oro Group. “5G SA network deployments have not matched the hype, with only 19 networks launched to date,” Bolan continued.
“This quarter’s growth reflects an uncommon alignment between enterprise IT teams asking for more security investment and business leadership willing to do so,” said Mauricio Sanchez, Research Director, Network Security at Dell’Oro Group.