“Despite ongoing supply challenges, the data center switch market continues to perform remarkably well across all major market segments: Cloud Service Providers (SPs), Telco SPs as well as Large Enterprises, with Cloud SPs contributing about 70 percent of the Y/Y increase in sales,” said Sameh Boujelbene, Senior Research Director at Dell’Oro Group.
“Growth in Americas more than offset declines in other regions,” said Jimmy Yu, Vice President at Dell’Oro Group. “There was definitely strong demand for optical equipment in North America and Latin America…
“With the continued aggressive build-out of 5G Standalone (SA) networks in China, the China region in 1Q 2022 substantially increased its share of the 5G MCN market over last quarter,’ stated Dave Bolan, Research Director at Dell’Oro Group.
“The migration towards new architectures, including Open RAN and vRAN, continued to move in the right direction in the first quarter, bolstering the narrative that the shift toward open interfaces is here to stay,” said Stefan Pongratz, Vice President and analyst with the Dell’Oro Group.
“Even with the RAN results now coming in below expectations two quarters in a row, it is important to keep in mind that it is still early days in the broader 5G cycle and fundamentals remain healthy”, said Stefan Pongratz, Vice President at Dell’Oro Group.
