Open RAN and vRAN Forecast Revised Upward, According to Dell’Oro Group
|“The Open RAN movement continues to trend in the right direction,” said Stefan Pongratz, Vice President and Analyst at the Dell’Oro Group. “At the same time, we have three separate Open RAN waves right now and they are not all moving at the same pace – greenfields and early brownfield adopters are deploying Open RAN aggressively
Future 5G Roll Outs to Drive Demand for Microwave Transmission Equipment, According to Dell’Oro Group
|“Microwave Transmission equipment demand is on the rise,” said Jimmy Yu, Vice President of Dell’Oro Group. “Demand for Microwave Transmission equipment for mobile backhaul is already off to a good start, growing 11 percent in 2021. We expect future 5G installations will drive this market’s growth for a few more years.
Campus Switch Sales to Exceed $95 B Over the Next Five Years, According to Dell’Oro Group
|“Due to a number of unforeseen headwinds including lingering supply chain challenges, increased macro-economic uncertainties, higher inflation, and regional political conflict, we have lowered our forecast for 2022 and 2023 compared to our prior January report,” said Sameh Boujelbene, Senior Director at Dell’Oro Group.
Optical Transport DWDM Equipment Market to Surpass $17 Billion by 2026, According to Dell’Oro Group
|“Although there is a ton of market turbulence, we do not see demand for DWDM equipment letting up,” said Jimmy Yu, Vice President at Dell’Oro Group. “In fact, the biggest issue is that demand seems to be growing faster than supply. Hence, even if a mild recession were to occur, we think the worst case scenario is that demand will align with supply sooner.
Private Wireless Forecast Adjusted Downward, According to Dell’Oro Group
|“We have not made any changes to the potential market calculations and still estimate private wireless is a massive opportunity,” said Stefan Pongratz, Vice President at Dell’Oro Group. “At the same time, the message we have communicated for some time still holds – we still envision the enterprise and industrial play is a long game.
