Hyperscale Data Center Capex on Track for 28 Percent Growth in 2022, According to Dell’Oro Group
|“Data center capex has grown double-digits for the fifth consecutive quarter, led by the US hyperscalers’ investments in new data center footprints,” said Baron Fung, Research Director at Dell’Oro Group.
Record Level 3Q 2022 Wireless LAN Revenues Defy Ongoing Supply Problems, According to Dell’Oro Group
|“The third quarter saw the second highest level of shipment volumes in history – a testament to manufacturers’ excellent navigation of the supply constraints,” said Siân Morgan, Wireless LAN Research Director at Dell’Oro Group.
Data Center Physical Infrastructure Accelerates to 11 Percent Growth in 3Q 2022 as Orders Outpace Sales, According to Dell’Oro Group
|Growth continues to accelerate for the DCPI market as vendors work through backlogs with increasing price realization,” said Lucas Beran, Principal Analyst at Dell’Oro Group. “Furthermore, demand remains incredibly strong for DCPI, with orders outpacing sales and driving vendor backlogs to new record high yet again. This historic industry backlog is critically important for the 2023 market outlook, as the majority of it will be delivered in the first half of 2023…
Network Security Maintains Strong Revenue Growth for Eighth Consecutive Quarter, According to Dell’Oro Group
|The investment in digital transformation and hybrid work initiatives continued to drive the network security market across both traditional hardware-based and more modern cloud-delivered network security solutions,” said Mauricio Sanchez, Research Director, Network Security, and SASE & SD-WAN at Dell’Oro Group
Broadband Equipment Spending Remains at Record Levels in 3Q 2022, According to Dell’Oro Group
|Thanks to a robust competitive environment and ongoing subsidization efforts, investments in new fiber broadband networks and equipment continue to grow,” said Jeff Heynen, Vice President with Dell’Oro Group.