“The surge in growth of the server and storage semiconductor and component market is attributed to several key factors driving the digital landscape evolution, including the ascendancy of emerging applications such as AI, ongoing digital transformation initiatives, and future edge computing deployments,” said Baron Fung, Senior Research Director at Dell’Oro Group.
“We are witnessing a seismic shift in the network security market, propelled by the growing sophistication of cyber threats and the need for more dynamic security solutions,” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell’Oro Group.
“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
