Data Center Switch Sales Broke a New Record in 4Q 2022 and Full Year 2022, According to Dell’Oro Group

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“Despite only a slight improvement in the supply situation from the prior quarter, the data center switch market maintained its impressive growth trajectory,” Sameh Boujelbene, Vice President at Dell’Oro Group. “This was driven by the release of more backlog, with Cloud Service Providers (SPs) accounting for over 80 percent of the sales increase during the quarter…

North American Optical Transport Market Grew 14 Percent in 2022, According to Dell’Oro Group

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“Demand for optical systems in North America continued to be robust, surpassing even my lofty expectations,” said Jimmy Yu, Vice President at Dell’Oro Group. “The fourth quarter was particularly strong since many vendors received more component supply than expected, allowing for higher systems shipments. We believe this may possibly be a signal that component shortages are beginning to abate,” added Yu.

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