Despite the current uncertainties and skepticism about the telecom and RAN industry, the long-term perspective on the RAN market remains unchanged. Operators’ assets are crucial for meeting the evolving connectivity needs of consumers and businesses. In the initial stages of 6G deployment, macro RAN deployments are expected to dominate, learn more
“The demand for coherent technology is expanding,” stated Jimmy Yu, Vice President for Optical Transport market research at Dell’Oro Group.
“The forces that shape the capex cycle have not changed,” said Stefan Pongratz, Vice President of the Dell’Oro Group.
“Coherent optics is becoming pervasive, spreading to all reaches of a network, and no longer confined to only DWDM systems,” stated Jimmy Yu, Vice President for Optical Transport market research at Dell’Oro Group.
“NVIDIA has benefited from the surge in demand for accelerated computing for generative AI applications, and has displaced Intel as the largest server component manufacturer since the beginning of this year,” said Baron Fung, Sr. Research Director at Dell’Oro Group.
