“This is the fourth consecutive time we reduced the growth rate of the MCN market as the build-out of 5G Standalone (5G SA) networks continues to wane compared to 5G Non-standalone (5G NSA) networks,” said Dave Bolan, Research Director at Dell’Oro Group.

“The big picture has not changed. MBB-based investments are now slowing and the upside with new growth areas including FWA and private wireless is still too small to change the trajectory,” said Stefan Pongratz, Vice President at Dell’Oro Group.

According to the Optical Transport 5-Year January 2024 Forecast Report, Optical DWDM equipment is forecast to reach $18 billion in market revenue by 2028. Terabit speed coherent DSPs are now in the market. Learn more

“Fixed Wireless Access has proven that it can provide connectivity both in rural and underserved markets while also competing head-to-head with fixed broadband technologies in urban and suburban markets,” said Jeff Heynen, Vice President with the Dell’Oro Group.