RAN Decline to Extend Beyond 2023, According to Dell’Oro Group

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“The big picture has not changed. MBB-based investments are now slowing and the upside with new growth areas including FWA and private wireless is still too small to change the trajectory,” said Stefan Pongratz, Vice President at Dell’Oro Group.

AI Boosts the Server Semiconductor and Component Market to 29 Percent Growth in 3Q 2023, According to Dell’Oro Group

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“The server and storage system component market is poised for an 11 percent growth for full-year 2023, primarily propelled by accelerators. Excluding accelerators, a 27 percent decline in revenue is forecasted, attributed to reduced demand resulting from inventory adjustments by system vendors and hyperscale cloud service providers,” stated Baron Fung, Senior Research Director at Dell’Oro Group.

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