Dell'Oro
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The ten largest cloud service providers spent $114 billion on data centre infrastructure in 2022. -
Growth in sales of telecoms equipment has slowed from 8% a year in 2021 to just 3% now.
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The modernization of networking and security will drive revenue for secure access service edge (SASE) to US$60 billion between 2022 and 2027.
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Separate reports from Analysys Mason and Dell’Oro give gloomy outlooks for the telecoms market in 2023.
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China is growing fast in the mobile core network market, outstripping sales in the rest of the world, according to a new report.
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Open RAN revenues will account for around 15% of the overall 2G-5G RAN market by 2026, according to a new estimate from the Dell’Oro group.
