North American Optical Transport Market Declined in 3Q 2023, According to Dell’Oro Group
|Cloud Service Provider Switch Sales Slow as They Shift Focus to AI and Digest Existing Capacity, According to Dell’Oro Group
|“Data center switch sales have maintained robust performance, reaching near-record levels in 3Q 2023,” said Sameh Boujelbene, Vice President at Dell’Oro Group. “However, despite such a strong level of sales, the market growth started to exhibit signs of slowdown compared to previous quarters, particularly evident in the Cloud SP segment where spending remained flat compared to the year-ago period.
Party is Over for WLAN Market as Revenues Contract in 3Q 2023, According to Dell’Oro Group
|“3Q 2023 was an inflection point in the WLAN market. A large variability in vendor revenues summed to a slight market contraction,” said Siân Morgan, Research Director at Dell’Oro Group. “Cisco eked out a 3 percent Y/Y gain on a calendar quarter basis, with license revenues supporting the expansion despite a decline in the number of units shipped.
Mobile Core Network Market is on a Roller Coaster Ride, Dips Big in 3Q 2023, According to Dell’Oro Group
|“It has become quite obvious the MCN market has entered into a very unpredictable phase after breaking the highest growth rate in 2Q 2023 since 1Q 2021, and now hitting the lowest performing growth rate in 3Q 2023 since 4Q 2017. Last quarter, EMEA and China were the strongest performing regions and flipped this quarter, becoming the weakest performing regions,” stated Dave Bolan, Research Director at Dell’Oro Group.
