Staggering 2Q Data Center Switch Sales Drive Market to Record Levels for the Quarter and First Half of the Year, According to Dell’Oro Group

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“We have been forecasting a double-digit growth in the market; driven by ongoing strong customer demand, balanced by supply challenges,” said Sameh Boujelbene, Senior Research Director at Dell’Oro Group. “However, vendors’ ability to work through these supply challenges and deliver the level of shipment witnessed during the quarter beat our expectations…

China Outstrips Rest of World for Mobile Core Networks Growth in 2Q 2022, According to Dell’Oro Group

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The pace of 5G MCN investments in the rest of the world pales by comparison to China. China has led the way since 2020 and does not look like it is ready to slow down,” stated Dave Bolan, Research Director at Dell’Oro Group. “In 2Q 2022, a new 5G Standalone (5G SA) Mobile Network Operator (MNO), China Broadnet, launched its 5G SA network, the fourth MNO to do so in China…

RAN Disappoints in 2Q 2022, According to Dell’Oro Group

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“The shift in the pendulum is not a surprise, but admittedly it has swung a bit faster toward the negative than initially expected”, said Stefan Pongratz, Vice President at Dell’Oro Group. “Slower momentum is not a sign that the 5G deployment phase is over. The message we have communicated for some time now, namely that the 5G cycle will be longer than previous technology cycles, still holds. At the same time, market conditions in the quarter were impacted by APAC excluding China, Russia, and foreign exchange,” continued Pongratz.

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