Articles Tagged with ''market''

According to a recently published report from Dell’Oro Group, the MCN market revenues advanced 15% Y/Y in 2025. For the first time, the 5G MCN market accounted for 50% share of the total MCN market.

With ~14% CAGR through 2031, compound semiconductor materials are becoming core to power electronics, photonics, and AI infrastructure.

Demand for High End Routers dramatically improved in 2025 following an 18% market correction in 2024 that was caused by oversupply combined with lower growth in network demand. The market recovery is being led by Core Router revenue, which is forecast to grow at an 11% CAGR through 2030.

According to a newly published report by Dell’Oro Group, the Broadband Access Equipment market is forecasted to grow at an average annual rate of 0.3% from 2025 to 2030, with total revenue peaking in 2028, driven by ongoing DOCSIS 4.0 and fiber expansion by cable and fiber ISPs. 

The power SiC device market is forecast to approach $10 billion by 2030.

According to a brand new "IPoDWDM and Disaggregated WDM" report from Dell’Oro Group, IP-over-DWDM systems demand is expected to grow at an average annual rate of 16%, reaching $4.4 billion by 2030.

According to a recently published report by Dell’Oro Group, High End Router equipment revenue grew 23% year-over-year in the third quarter of 2025, with Core Routers staging a strong comeback, growing 68% in that period.

Cloud demand, DCI momentum, and vendor gains fuel double-digit growth.

AI-driven data proliferation and processing are creating new opportunities and obstacles for design engineers across fast-growth sectors, including automotive, aerospace and defense, consumer electronics, data centers, industrial automation and MedTech.

Yole Group unveils its latest photonic market and technology analyses, "Silicon Photonics 2025" and "Co-Packaged Optics for Data Centers 2025," which explore how AI-driven demand is reshaping connectivity, from transceivers to packaging innovation.