Network Security Sales to Exceed $150 Billion Over the Next Five Years, According to Dell’Oro Group
|“Compared with our previous forecast in January 2022, the world is a different place with stubbornly high inflation and a regional war in Europe, and as a result, we incrementally lowered our near-term network security revenue projections,” said Mauricio Sanchez, Research Director, Network Security, and SASE & SD-WAN at Dell’Oro Group.
Smart NICs to Drive Ethernet Adapter Market to $5 Billion by 2026, According to Dell’Oro Group
|“We predict Smart NICs will account for 38 percent of the total Ethernet Controller and Adapter market by 2026,” said Baron Fung, Research Director at Dell’Oro Group. “Smart NICs will displace traditional NICs for most of the hyperscale cloud infrastructure for general-purpose and high-end workloads such as accelerated computing.
Wireless LAN Backlogs Pile up to 10X Normal Levels, According to Dell’Oro Group
|“Wireless LAN market sales are being dragged down by manufacturers’ record-breaking backlogs,” said Siân Morgan, Wireless LAN Research Director. “Our recent interviews have revealed that the lead time for receiving Wireless LAN Access Points has stretched to between six months and a year – a significant change from the “weeks-to-months” that enterprises were waiting at the end of 2021.
Hyperscalers to Lift Data Center Capex to $377 Billion in 2026, According to Dell’Oro Group
|“The data center of the future will continue to evolve, with new accelerated computing architectures on the horizon enabling AI applications that are more automated, intelligent, and immersive for end-users,” said Baron Fung, Research Director at Dell’Oro Group.
Dell’Oro Group Announces Appointment of Research Director, Wireless LAN
|“Siân has a track record of producing excellence and I trust she will add great value to our clients and the Wireless LAN industry. Over the past several weeks, she has already revealed some interesting trends in the data,” said Tam Dell’Oro, Founder and CEO.
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