400 Gbps to Drive SP Router Growth, Enabling Telco and Cloud Expansion, According to Dell’Oro Group
|“The July 2022 forecast remains in line with the January 2022 forecast, despite both emerging economic uncertainty and persistent market challenges,” said Ivaylo Peev, Senior Analyst at Dell’Oro Group. “Emerging economic uncertainty, racing inflation, China’s zero-COVID-19 policy, and the war in Ukraine are depressing markets in 2022, putting pressure on vendors and customers alike …
Network Security Sales to Exceed $150 Billion Over the Next Five Years, According to Dell’Oro Group
|“Compared with our previous forecast in January 2022, the world is a different place with stubbornly high inflation and a regional war in Europe, and as a result, we incrementally lowered our near-term network security revenue projections,” said Mauricio Sanchez, Research Director, Network Security, and SASE & SD-WAN at Dell’Oro Group.
Smart NICs to Drive Ethernet Adapter Market to $5 Billion by 2026, According to Dell’Oro Group
|“We predict Smart NICs will account for 38 percent of the total Ethernet Controller and Adapter market by 2026,” said Baron Fung, Research Director at Dell’Oro Group. “Smart NICs will displace traditional NICs for most of the hyperscale cloud infrastructure for general-purpose and high-end workloads such as accelerated computing.
Wireless LAN Backlogs Pile up to 10X Normal Levels, According to Dell’Oro Group
|“Wireless LAN market sales are being dragged down by manufacturers’ record-breaking backlogs,” said Siân Morgan, Wireless LAN Research Director. “Our recent interviews have revealed that the lead time for receiving Wireless LAN Access Points has stretched to between six months and a year – a significant change from the “weeks-to-months” that enterprises were waiting at the end of 2021.
