“The fact that small cell investments are still advancing at a rapid pace even as the operators are intensifying their 5G macro roll out efforts show that small cells are now an essential part of the broader RAN toolkit,” said Stefan Pongratz, Vice President at Dell’Oro Group.
“Supply chain disruptions have resulted in DCPI vendors passing on higher input costs to channel partners and customers. Managing supply chain and driving price realization have become the defining factors for market growth and individual vendor’s success in 2022,” said Lucas Beran, Principal Analyst at Dell’Oro Group.
“Data center capex grew double-digits year-over-year in 1Q 2022 despite persistent supply chain constraints,” said Baron Fung, Research Director at Dell’Oro Group.
Strong demand for SP Routers in North America and the CALA region was driven by the ramping adoption of 400 Gbps technologies by Cloud SPs and capacity expansions by Telecom SPs,” said Ivaylo Peev, Senior Analyst at Dell’Oro Group.
“Remarkably and despite ongoing supply challenges, 1Q 2022 marked the fourth consecutive quarter of high single-to-double-digit growth in the market,” said Sameh Boujelbene, Senior Director at Dell’Oro Group.
