Mobile Core Network Market Growth Declines in 4Q 2024, Ending the Year at -4 Percent Growth, According to Dell’Oro Group
|“The market has struggled to gain traction in the last three years, with three of the four quarters having flat or negative Y/Y growth rates. In 2024, we saw the lowest at -4 percent Y/Y… We remain cautiously optimistic about 2025, as more 5G Standalone (5G SA) networks are projected to launch than in 2024, and more subscribers continue to migrate to the existing 5G SA networks,” stated Dave Bolan, Research Director at Dell’Oro Group
Cloud RAN to Take Share from Purpose-built RAN, According to Dell’Oro Group
|“Our long-term position remains mostly unchanged,” said Stefan Pongratz, Vice President of RAN market research at the Dell’Oro Group. “Even with ongoing challenges and delays, we still anticipate that most operators will gradually incorporate more openness, virtualization, intelligence, and automation into their RAN roadmaps.
Market for AI Accelerators to Reach $382 Billion by 2029, According to Dell’Oro Group
|“While recent developments like DeepSeek have highlighted concerns over the sustainability of recent expenditures, the cloud service providers are undergoing a multi-year capex cycle to support larger LLMs and expand AI services, broadening use cases…” said Baron Fung, Senior Research Director at Dell’Oro Group.
Strong Rebound Expected in Front-End Data Center Switch Deployments in 2025, According to Dell’Oro Group
|Data Center Capex to Surpass $1 Trillion by 2029, According to Dell’Oro Group
|“We project that data center infrastructure spending could surpass $1 trillion annually within five years. While AI spending has yet to meet desired returns and efficiency improvements, long-term growth remains assured, driven by hyperscalers’ multi-year capex cycles and government initiatives such as the $500 billion Stargate Project,” said Baron Fung, Senior Research Director at Dell’Oro Group.
