“Even in an environment of macro-economic angst, enterprises continued to strategically invest in SASE technologies to secure and improve connectivity for cloud-based apps and hybrid work,” said Mauricio Sanchez, Research Director, Network Security, and SASE & SD-WAN at Dell’Oro Group. “Both SASE’s components, SSE and SD-WAN, saw more than 30 percent growth, showing enterprises value SASE’s network and security transformation benefits.”
“Data center capex attained the highest growth in more than three years, driven by ongoing footprint expansion and adoption of accelerated computing by the US hyperscalers,” said Baron Fung, Research Director at Dell’Oro Group.
“While we can with fairly high confidence level assume that 6G will be ready by the end of the decade, it is still early days to identify the underlying impetus that will characterize the initial 6G deployment phase,” said Stefan Pongratz, Vice President at Dell’Oro Group.
“The Ethernet Controller and Adapter market grew at an astonishing rate of 61 percent year-over-year in 2Q 2022, comfortably surpassing the prior record set just a quarter ago,” said Baron Fung, Research Director at Dell’Oro Group.
“In 2Q 2022, we observed continuing strong demand for SP Routers in North America, driven by the ramping adoption of 400 Gbps technologies across Telecom- and Cloud SPs and an ongoing capacity expansions by the SPs,” said Ivaylo Peev, Senior Analyst at Dell’Oro Group.
