“Data center capex grew double-digits year-over-year in 1Q 2022 despite persistent supply chain constraints,” said Baron Fung, Research Director at Dell’Oro Group.
Strong demand for SP Routers in North America and the CALA region was driven by the ramping adoption of 400 Gbps technologies by Cloud SPs and capacity expansions by Telecom SPs,” said Ivaylo Peev, Senior Analyst at Dell’Oro Group.
“Remarkably and despite ongoing supply challenges, 1Q 2022 marked the fourth consecutive quarter of high single-to-double-digit growth in the market,” said Sameh Boujelbene, Senior Director at Dell’Oro Group.
“Despite all the challenges with supply chains, logistics, and labor, service providers continue to invest heavily to expand their fiber broadband networks, particularly in North America” noted Jeff Heynen, Vice President, Broadband Access and Home Networking at Dell’Oro Group.
The Ethernet controller and adapter market grew driven by strong Smart NIC and 100 Gbps port shipments,” said Baron Fung, Research Director at Dell’Oro Group.
