Despite Supply Constraints Data Center Physical Infrastructure Market Grew 11 Percent in 2021, According to Dell’Oro Group


Data center physical infrastructure vendor’s backlogs continued to grow in 4Q 2021, with many vendors touting record levels,” said Lucas Beran, Principal Analyst at Dell’Oro Group. “This highlights the complex dynamics of the data center physical infrastructure market right now – historically high levels of demand, with the most significant supply chain challenges the industry has ever faced

Fiber Surge Drives Record-Breaking Year for Broadband Access Equipment Market, According to Dell’Oro Group


“2021 was a record year for PON equipment spending, with some of the highest growth coming from the North American market, where expansion projects and fiber overbuilds are picking up considerably,” said Jeff Heynen, Vice President, Broadband Access and Home Networking at Dell’Oro Group. “These fiber expansion projects show no signs of slowing heading into 2022.”

Digital Transformation Initiatives Drove Campus Switch Sales to Record Levels in 2021, According to Dell’Oro Group


What was remarkable is that the 2021 revenue growth was broad-based across all regions, all customer sizes; and all vertical segments, including those that have been hit hard by the pandemic, ” said Sameh Boujelbene, Senior Director at Dell’Oro Group. “However, despite the robust sales performance in 2021, demand continues to outpace supply. Supply challenges continue to limit vendors’ ability to fulfill orders

Service Provider Router and Switch Market Surpassed Pre-pandemic Levels in 2021, According to Dell’Oro Group


“Demand for IP routers, especially in North America, surged last year as network operators pumped up investments across a wide range of network infrastructures,” said Shin Umeda, Vice President at Dell’Oro Group. “Our research found that North American network expansion projects for Internet and cloud backbones, mobile transport, and broadband aggregation all contributed to the region’s first annual increase since 2015,” added Umeda.

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