20 Percent of Ethernet Data Center Switch Ports Will Connect to AI Servers By 2027, According to Dell’Oro Group
|“We anticipate an outstanding market performance for 2023, marking the third successive year of double-digit growth and a new sales record,” said Sameh Boujelbene, Vice President at Dell’Oro Group. “While challenges such as backlog normalization, data center capacity digestion, and spending optimization may temporarily impact market growth in 2024
$83 Billion of Optical Transport Equipment Revenue in Next Five Years, According to Dell’Oro Group
|“We slightly raised our outlook for Optical Transport equipment,” said Jimmy Yu, Vice President at Dell’Oro Group. “We believe the demand for long haul equipment is better than we had originally thought and while working on the report identified more items that could further improve future market revenues than lower them.
RAN Market to Decline at a 1 Percent CAGR Through 2027, According to Dell’Oro Group
|“Even if it is early days in the broader 5G journey, the challenge now is the comparisons are becoming more challenging in the more mature 5G markets and the upside with the slower-to-adopt 5G regions is not enough to extend the growth streak,” said Stefan Pongratz, Vice President at Dell’Oro Group.
Slower Subscriber Growth to Cut Mobile Core Network Market Growth, According to Dell’Oro Group
|“We have reduced our forecast for the third consecutive time, primarily caused, this time, by an expected slowdown in subscriber growth,” said Dave Bolan, Research Director at Dell’Oro Group. “Also, we reduced our projections for the Multi-Access Edge Computing (MEC) market to a 31 percent CAGR as commercially viable enterprise applications are taking much longer to realize than earlier hoped.
Campus NaaS Revenues to Reach $609 M by 2027, According to Dell’Oro Group
|“Campus NaaS is an emerging market and vendors are approaching it from different angles,” said Siân Morgan, Wireless LAN Research Director at Dell’Oro Group. “All of the Campus NaaS variants are inspired by the cloud-consumption model, but that’s where their similarities end. Each version is targeted at different segments and has different growth potential. Some offers will help vendors gain market share, while others could expand the overall size of the market.
