RAN Market Down 10 to 20 percent 1Q-3Q24, According to Dell’Oro Group
|“Tougher comparisons, excess capacity, monetization challenges, and capex fatigue negatively affect both capex levels and investment priorities, providing operators with an opportunity to calibrate their RAN budgets to better align with historical capital intensity and RAN/capex ratios,” said Stefan Pongratz, Vice President of RAN and Telecom Capex research at the Dell’Oro Group.
CNAPP Market Grows 42 Percent in 2Q 2024 as Cloud Security Remains a Top Concern, According to Dell’Oro Group
|Campus NaaS Startups Poised to Grab Larger Share of the Pie, According to Dell’Oro Group
|“Startups such as Nile, Meter, Join Digital and Ramen are ramping up to deploy a significant amount of Campus NaaS equipment over the next year,” said Siân Morgan, Enterprise Wireless LAN Research Director at Dell’Oro Group. These companies are adding to their portfolios with complementary products, such as 5G solutions, and working on scaling their businesses by forging partnerships.
Large Scale AI Clusters to Fuel More Growth in Coherent Optical Transceiver Shipments, According to Dell’Oro Group
|“Today’s largest AI clusters built by hyperscalers, are already approaching 100 thousand accelerators, with projections reaching up to one million in the near future. Due to the limited power capacity in each data center—and the high-power consumption of these accelerators—AI clusters are increasingly distributed across multiple data centers,” stated Sameh Boujelbene, Vice President for Ethernet Switch market research at Dell’Oro Group.
6G RAN to Approach $30 B by 2033, According to Dell’Oro Group
|“Some skepticism is warranted. After all, operators invested over $2 trillion in wireless capex between 2010 and 2023 to build out 4G and 5G, yet revenues remain flat,” said Stefan Pongratz, Vice President of RAN and Telecom Capex research at Dell’Oro Group. “Looking ahead, operators will need to optimize their spectrum roadmaps to address various data traffic scenarios…
