“While cloud-delivered network security solutions, like security service edge (SSE), have taken a rightful position in the enterprise security architecture, we still see a relevant role for firewall appliances,” said Mauricio Sanchez, Research Director, Network Security, and SASE & SD-WAN at Dell’Oro Group.
“The Data Center Physical Infrastructure market remained resilient in 2Q 2022, despite Russia’s invasion of Ukraine and COVID-related lockdowns in China resulting in global macroeconomic uncertainty,” said Lucas Beran, Principal Analyst at Dell’Oro Group. “Furthermore, the global trends of electrification and digitalization, inherently linked to sustainability, are solidifying themselves as major DCPI market drivers, both in the short and long term.
“Even in an environment of macro-economic angst, enterprises continued to strategically invest in SASE technologies to secure and improve connectivity for cloud-based apps and hybrid work,” said Mauricio Sanchez, Research Director, Network Security, and SASE & SD-WAN at Dell’Oro Group. “Both SASE’s components, SSE and SD-WAN, saw more than 30 percent growth, showing enterprises value SASE’s network and security transformation benefits.”
“Data center capex attained the highest growth in more than three years, driven by ongoing footprint expansion and adoption of accelerated computing by the US hyperscalers,” said Baron Fung, Research Director at Dell’Oro Group.
“While we can with fairly high confidence level assume that 6G will be ready by the end of the decade, it is still early days to identify the underlying impetus that will characterize the initial 6G deployment phase,” said Stefan Pongratz, Vice President at Dell’Oro Group.