Data Center Switch Sales Broke a New Record in 4Q 2022 and Full Year 2022, According to Dell’Oro Group
|“Despite only a slight improvement in the supply situation from the prior quarter, the data center switch market maintained its impressive growth trajectory,” Sameh Boujelbene, Vice President at Dell’Oro Group. “This was driven by the release of more backlog, with Cloud Service Providers (SPs) accounting for over 80 percent of the sales increase during the quarter…
North American Optical Transport Market Grew 14 Percent in 2022, According to Dell’Oro Group
|“Demand for optical systems in North America continued to be robust, surpassing even my lofty expectations,” said Jimmy Yu, Vice President at Dell’Oro Group. “The fourth quarter was particularly strong since many vendors received more component supply than expected, allowing for higher systems shipments. We believe this may possibly be a signal that component shortages are beginning to abate,” added Yu.
Mobile Core Network Market, excluding China, Returns to Growth in 4Q 2022, Growth to Accelerate in 2023, According to Dell’Oro Group
|“The worldwide market, excluding China, returned to a positive year-over-year (Y/Y) growth rate in 4Q 2022, the first since 3Q 2021,” stated Dave Bolan, Research Director at Dell’Oro Group. “For the whole year, 2022, the Y/Y growth rate was negative, but we expect the return to a positive Y/Y growth rate started in 4Q 2022 to continue throughout 2023 for the market outside China…
