Microwave Transmission Equipment Market Grew 7 Percent in 1Q 2022, According to Dell’Oro Group

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“Sales of microwave transmission equipment started the year strong as operators increasingly added backhaul capacity to cell sites,” stated Jimmy Yu, Vice President at Dell’Oro Group. “While component shortage and supply chain issues are expected to remain a problem for this industry through 2022, we continue to forecast a strong rate of market growth this year….

Worldwide Telecom Capex Growth to Taper Off in 2023, According to Dell’Oro Group

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“Telco investments, in general, have shown remarkable resilience to external factors including Covid-19 containment measures, supply chain disruptions, and economic uncertainties,” said Stefan Pongratz, Vice President and analyst with the Dell’Oro Group. “Surging wireless investments in the US taken together with non-mobile capex expansions in China will keep the momentum going in 2022,” continued Pongratz.

Despite Supply Constraints Data Center Physical Infrastructure Market Grew 11 Percent in 2021, According to Dell’Oro Group

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Data center physical infrastructure vendor’s backlogs continued to grow in 4Q 2021, with many vendors touting record levels,” said Lucas Beran, Principal Analyst at Dell’Oro Group. “This highlights the complex dynamics of the data center physical infrastructure market right now – historically high levels of demand, with the most significant supply chain challenges the industry has ever faced

Fiber Surge Drives Record-Breaking Year for Broadband Access Equipment Market, According to Dell’Oro Group

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“2021 was a record year for PON equipment spending, with some of the highest growth coming from the North American market, where expansion projects and fiber overbuilds are picking up considerably,” said Jeff Heynen, Vice President, Broadband Access and Home Networking at Dell’Oro Group. “These fiber expansion projects show no signs of slowing heading into 2022.”

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