Optical Transport Equipment Market Ends the Year Strong in 4Q 2024, According to Dell’Oro Group

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“There is light at the end of this tunnel. The Optical Transport equipment market entered a period of revenue contraction in late 2023 and looks to be exiting it in early 2025. The strong fourth quarter growth rate in 2024 is a great indication that supply and demand for Optical Transport equipment is near equilibrium, meaning the equipment glut is over,” said Jimmy Yu, Vice President at Dell’Oro Group.

Mobile Core Network Market Growth Declines in 4Q 2024, Ending the Year at -4 Percent Growth, According to Dell’Oro Group

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“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

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“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

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“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.

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