Ethernet Adapter Market Correction Underway in 1Q 2023, According to Dell’Oro Group
|“After achieving record growth in 2022, the Ethernet Controller and Adapter market started the year on a soft note with revenues down 8 percent Y/Y in 1Q 2023,” said Baron Fung, Senior Research Director at Dell’Oro Group. “This was not a surprise given that the market for most server components has been in a correction for several quarters, and server demand had fallen sharply during the quarter.
Extraordinary SP Router Market Growth Fueled by Unleashed Component Supply in 1Q 2023, According to Dell’Oro Group
|$2.7 B of WLAN Revenues Marks Eleven Quarters of Y/Y Growth, According to Dell’Oro Group
|“The enterprise-class WLAN industry has not seen such a long stretch of Y/Y revenue growth in ten years,” said Siân Morgan, Wireless LAN Research Director at Dell’Oro Group. “But new orders are declining from the peaks of last year. Sky-high revenues are being fueled by the release of accumulated backlogs, and our analysis shows that this may be hiding a reduction in IT spending, with a digestion period right around the corner.
Higher Prices and Backlog Release Catapulted Data Center Switch Sales to a New Record Level in 1Q 2023, According to Dell’Oro Group
|“The substantial growth was primarily fueled by the ongoing release of the backlog as supply conditions continue to improve. In fact, some vendors reported 40 percent reduction in lead times on certain products compared to the prior quarter,” said Sameh Boujelbene, Vice President at Dell’Oro Group.
Improving Component Supply Drives Optical Transport Market Growth in 1Q 2023, According to Dell’Oro Group
|“For a second consecutive quarter, the Optical Transport equipment market growth exceeded our expectation. Equipment manufacturers are benefiting from the record level of backlog built-up over the past two years due to a lack of component supply. As these shortages moderate and lead times shrink, vendors are in a position to deliver long-awaited DWDM systems to their customers…” said Jimmy Yu, Vice President at Dell’Oro Group. “
