“Following the intense rise between 2017 and 2021, it’s clear that the broader RAN market is now experiencing a setback, as two out of the six tracked regions are facing notable declines,” said Stefan Pongratz, Vice President for RAN market research at the Dell’Oro Group.
“Current growth deceleration combined with the increased acceptance that Open RAN is not some kind of magic solution that will significantly alter barriers to entry or overall market concentration, is prompting more questions about the rationale behind Open RAN,” said Stefan Pongratz, Vice President and Analyst at the Dell’Oro Group.
“Although the inventory corrections seen in 2023 will continue through the first half of 2024, the second half of the year is expected to be the turning point towards renewed growth,” said Jeff Heynen, Vice President at Dell’Oro Group.
“The AI opportunity for the DCPI market is getting closer, and bigger,” said Lucas Beran, Research Director at Dell’Oro Group. “DCPI vendors are increasing manufacturing capacity to support the expected scale of orders for purpose-built AI facilities.
“The Ethernet Adapter market is poised for a compound annual growth rate of 13 percent, fueled by the increasing adoption of higher-speed ports and Smart NICs within data center infrastructures,” said Baron Fung, Senior Research Director at Dell’Oro Group.