Campus Switch Sales to Exceed $95 B Over the Next Five Years, According to Dell’Oro Group
|“Due to a number of unforeseen headwinds including lingering supply chain challenges, increased macro-economic uncertainties, higher inflation, and regional political conflict, we have lowered our forecast for 2022 and 2023 compared to our prior January report,” said Sameh Boujelbene, Senior Director at Dell’Oro Group.
Optical Transport DWDM Equipment Market to Surpass $17 Billion by 2026, According to Dell’Oro Group
|“Although there is a ton of market turbulence, we do not see demand for DWDM equipment letting up,” said Jimmy Yu, Vice President at Dell’Oro Group. “In fact, the biggest issue is that demand seems to be growing faster than supply. Hence, even if a mild recession were to occur, we think the worst case scenario is that demand will align with supply sooner.
Private Wireless Forecast Adjusted Downward, According to Dell’Oro Group
|“We have not made any changes to the potential market calculations and still estimate private wireless is a massive opportunity,” said Stefan Pongratz, Vice President at Dell’Oro Group. “At the same time, the message we have communicated for some time still holds – we still envision the enterprise and industrial play is a long game.
Data Center Switch Market to Approach $100 B Over the Next Five Years, According to Dell’Oro Group
|Industry Headwinds to Decrease Mobile Core Network Market Growth, According to Dell’Oro Group
|“The July 2022 forecast is more conservative than the January 2022 forecast due to industry headwinds, including supply chain challenges, higher inflation, an impending recession, Mobile Network Operators’ (MNO) challenges to increase revenues, and regional political conflicts,” said Dave Bolan, Research Director at Dell’Oro Group .
