Smart NIC Revenues Projected to Reach $1.6 Billion by 2026, According to Dell’Oro Group
|“Innovations in Ethernet adapters such as Smart NICs and 100 Gbps and higher-speed ports are resulting in revenue growth opportunities,” said Baron Fung, Research Director at Dell’Oro Group. “By 2026, we predict that more than half of the servers shipped to the hyperscaler cloud service providers will be equipped with Smart NICs, with many of those server ports connected to the network at 100 Gbps or higher speeds.
Campus Switch Market Returns to Growth Quicker Than Expected, $100B between 2021 and 2026, According to Dell’Oro Group
|“When the pandemic first hit the market and spurred the work-from-home phenomenon, many people thought that campus switch sales might collapse and never recover. Yet our initial forecast issued at the beginning of the pandemic portrayed a more optimistic view of the market and projected that sales should go back to growth and eclipse their pre-pandemic level in 2022. The pace of recovery, however, has exceeded our expectations,” said Sameh Boujelbene, Senior Director at Dell’Oro Group.
Global Data Center Capex to Reach $350 Billion by 2026, According to Dell’Oro Group
|Our outlook for spending on data center infrastructure capex is optimistic, with a five-year projected growth of 10 percent,” said Baron Fung, Research Director at Dell’Oro Group. “The hyperscale cloud service providers will account for an increasing portion of the total market, as they invest to expand their network of data centers, increase cloud capacity, and deploy AI infrastructure to enable new applications such as the metaverse.
Cumulative Spending on PON, Cable Broadband Equipment, and Fixed Wireless CPE to Reach $95 B between 2021 and 2026, According to Dell’Oro Group
|“Between national broadband plans, public subsidization, and private equity, spending on broadband infrastructure will see sustained growth through 2024, and will remain strong through 2026,” said Jeff Heynen, Vice President at Dell’Oro Group. “Competition for broadband subscribers is heating up everywhere, fueling the need for operators to invest heavily in their access networks,” added Heynen.
CBRS RAN is Behind Schedule, According to Dell’Oro Group
|“Adoption gaps across the various CBRS segment remained significant in 2021,” said Stefan Pongratz, Vice President and analyst with Dell’Oro Group. “We have again revised the CBRS RAN projections downward to reflect the lower baseline and slower-than-expected uptake with non-FWA segments. This adjustment does not change the long-term vision—we continue to believe that there is an opportunity to improve spectrum utilization while at the same time stimulating innovation for both public and private networks across various industry segments. So we see this downward revision more as a calibration to reflect the current state of the market and the fact that there is still a significant gap between registered SAS APs and LTE/5G NR base stations,” continued Pongratz.
