$2.7 B of WLAN Revenues Marks Eleven Quarters of Y/Y Growth, According to Dell’Oro Group
|“The enterprise-class WLAN industry has not seen such a long stretch of Y/Y revenue growth in ten years,” said Siân Morgan, Wireless LAN Research Director at Dell’Oro Group. “But new orders are declining from the peaks of last year. Sky-high revenues are being fueled by the release of accumulated backlogs, and our analysis shows that this may be hiding a reduction in IT spending, with a digestion period right around the corner.
Higher Prices and Backlog Release Catapulted Data Center Switch Sales to a New Record Level in 1Q 2023, According to Dell’Oro Group
|“The substantial growth was primarily fueled by the ongoing release of the backlog as supply conditions continue to improve. In fact, some vendors reported 40 percent reduction in lead times on certain products compared to the prior quarter,” said Sameh Boujelbene, Vice President at Dell’Oro Group.
Improving Component Supply Drives Optical Transport Market Growth in 1Q 2023, According to Dell’Oro Group
|“For a second consecutive quarter, the Optical Transport equipment market growth exceeded our expectation. Equipment manufacturers are benefiting from the record level of backlog built-up over the past two years due to a lack of component supply. As these shortages moderate and lead times shrink, vendors are in a position to deliver long-awaited DWDM systems to their customers…” said Jimmy Yu, Vice President at Dell’Oro Group. “
Open RAN and vRAN Growth Slowed in 1Q 2023, According to Dell’Oro Group
|“Since both Open RAN and vRAN are still driven by a few large service providers, the slower growth in the first quarter was for the most part in line with expectations, reflecting more so the state of the 5G rollouts with some of the advanced operators than a shift in the overall Open RAN/vRAN market sentiment,” said Stefan Pongratz, Vice President with the Dell’Oro Group.
