Sustained Service Provider Router Growth Expected Through 2027, According to Dell’Oro Group


“Our Forecast growth projections remain largely unchanged compared to our previous forecast,” said Ivaylo Peev, Senior Analyst at Dell’Oro Group. “We anticipate continuing market uncertainty and worsening macroeconomic conditions in the first few years of the forecast period as economists are projecting a high possibility of recession in Europe and North America…

Data Center Switch Market to Exceed Well Over $100 Billion between 2023 and 2027, According to Dell’Oro Group


“Although we expect to see some near-term slowdown in revenue growth in 2023, we forecast data center switch sales to grow high-single-digit to double-digits for every year of our forecast horizon,” said Sameh Boujelbene, Vice President at Dell’Oro Group. “Most of the growth will be propelled by Cloud Service Providers (SPs) which are expected to comprise 60 percent of the data center switch sales by 2027 and to drive significant adoption of 400 Gbps, 800 Gbps, and 1600 Gbps speeds.

Smart NIC Market to Approach $2 Billion by 2027, According to Dell’Oro Group


“Despite recent supply chain and near-term market demand challenges, we predict Ethernet adapter revenues to grow double-digits over the next five years,” said Baron Fung, Research Director at Dell’Oro Group. “Price of Ethernet adapter ports will increase overtime, as a result of hyperscale migration to server port speeds of 200 Gbps to connect to next-generation networks.

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