Optical Transport Equipment Market to Grow at 2 Percent CAGR for Next Five Years, According to Dell’Oro Group
|“2024 is turning out to be a tough year for the Optical Transport equipment market because of inventory digestion,” said Jimmy Yu, Vice President at Dell’Oro Group. “But looking past this year, when the market gets through this inventory cycle, inflation moderates, and economies strengthen, we see good amounts of growth for the Optical Transport equipment market.
RAN Forecast Revised Downward, According to Dell’Oro Group
|“It is not a surprise that there is rain after sunshine,” said Stefan Pongratz, Vice President for RAN market research at Dell’Oro Group. “In addition to MBB-based coverage-related challenges, this disconnect between mobile data traffic growth and the capacity boost provided by the mid-band, taken together with continued monetization uncertainty, is clearly weighing on the market.
Service Provider Router and Aggregation Switch Market Poised for Growth After Inventory Correction, According to Dell’Oro Group
|Front-end Networks Will Account for More than $100B in Data Center Switch Sales Over the Next Five Years, According to Dell’Oro Group
|“While Cloud Service Providers’ focus in the near term is on building AI back-end networks to support their AI infrastructure, we anticipate an accelerated pace of investments in front-end networks in the second half of our forecast horizon,” said Sameh Boujelbene, Vice President at Dell’Oro Group.
