Campus Switch Sales to Exceed $100 B Between 2023 and 2027, According to Dell’Oro Group
|“Given the sustained high level of backlog combined with the unexpectedly rapid improvement in supply, we have raised our revenue forecast for 2023 to show a high-single digit growth in this market. It is worth noting that this projection comes despite a tough comparison with 2022 during which the market experienced a robust double-digit growth,” said Sameh Boujelbene, Vice President at Dell’Oro Group.
$18 Billion Microwave Transmission Equipment Revenue Over Next Five Years, According to Dell’Oro Group
|“Demand for Microwave Transmission gear is on the upswing,” said Jimmy Yu, Vice President of Dell’Oro Group. “The growing number of 5G rollouts occurring globally is feeding the need for more wireless mobile backhaul. This is especially true for E-band systems since they were designed to efficiently transmit multiple gigabits of bandwidth. Hence, we are projecting shipments of E-band radios to grow at a 22 percent CAGR for the next five years.”
5-Year Open RAN Forecast Revised Downward, According to Dell’Oro Group
|20 Percent of Ethernet Data Center Switch Ports Will Connect to AI Servers By 2027, According to Dell’Oro Group
|“We anticipate an outstanding market performance for 2023, marking the third successive year of double-digit growth and a new sales record,” said Sameh Boujelbene, Vice President at Dell’Oro Group. “While challenges such as backlog normalization, data center capacity digestion, and spending optimization may temporarily impact market growth in 2024
$83 Billion of Optical Transport Equipment Revenue in Next Five Years, According to Dell’Oro Group
|“We slightly raised our outlook for Optical Transport equipment,” said Jimmy Yu, Vice President at Dell’Oro Group. “We believe the demand for long haul equipment is better than we had originally thought and while working on the report identified more items that could further improve future market revenues than lower them.
