Strong Enterprise Demand Drives SASE Growth 33 Percent in 3Q 2022, According to Dell’Oro Group
|Easing Supply Chain Catapulted Campus Switch Sales to New Record High in 3Q 2022, According to Dell’Oro Group
|“Gradually improving supply situation is helping release aging backlog, which sent port shipments to record levels for the quarter and for the first nine months of the year,” said Sameh Boujelbene, Vice President at Dell’Oro Group. “ Unfortunately, most of the backlog fulfilled during the quarter is from orders placed ahead of the list price increase.
Hyperscale Data Center Capex on Track for 28 Percent Growth in 2022, According to Dell’Oro Group
|Record Level 3Q 2022 Wireless LAN Revenues Defy Ongoing Supply Problems, According to 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…
