RAN Forecast Revised Downward, According to Dell’Oro Group
|“It is not a surprise that there is rain after sunshine,” said Stefan Pongratz, Vice President for RAN market research at Dell’Oro Group. “In addition to MBB-based coverage-related challenges, this disconnect between mobile data traffic growth and the capacity boost provided by the mid-band, taken together with continued monetization uncertainty, is clearly weighing on the market.
Service Provider Router and Aggregation Switch Market Poised for Growth After Inventory Correction, According to Dell’Oro Group
|Front-end Networks Will Account for More than $100B in Data Center Switch Sales Over the Next Five Years, According to Dell’Oro Group
|“While Cloud Service Providers’ focus in the near term is on building AI back-end networks to support their AI infrastructure, we anticipate an accelerated pace of investments in front-end networks in the second half of our forecast horizon,” said Sameh Boujelbene, Vice President at Dell’Oro Group.
