Data Center Physical Infrastructure Accelerates to 11 Percent Growth in 3Q 2022 as Orders Outpace Sales, According to Dell’Oro Group
|Growth continues to accelerate for the DCPI market as vendors work through backlogs with increasing price realization,” said Lucas Beran, Principal Analyst at Dell’Oro Group. “Furthermore, demand remains incredibly strong for DCPI, with orders outpacing sales and driving vendor backlogs to new record high yet again. This historic industry backlog is critically important for the 2023 market outlook, as the majority of it will be delivered in the first half of 2023…
Network Security Maintains Strong Revenue Growth for Eighth Consecutive Quarter, According to Dell’Oro Group
|The investment in digital transformation and hybrid work initiatives continued to drive the network security market across both traditional hardware-based and more modern cloud-delivered network security solutions,” said Mauricio Sanchez, Research Director, Network Security, and SASE & SD-WAN at Dell’Oro Group
Broadband Equipment Spending Remains at Record Levels in 3Q 2022, According to Dell’Oro Group
|High Demand Led to Double-Digit Growth in North America’s Service Provider Router Market in 3Q 2022, According to Dell’Oro Group
|North America’s continued upward trend in 3Q22 was driven by SPs upgrading networks to gain the advantages of 400 Gbps technologies and expanding their networks to accommodate growing traffic. Demand for network capacity continues to increase, driven by 5G, IoT, pervasive video, and other technology trends,” said Ivaylo Peev, Senior Analyst at Dell’Oro Group.
