Articles Tagged with ''Dell'Oro Group''

Outside China, 5G Drives Core Network Revenue Even Higher, According to Dell’Oro Group

Huawei, Ericsson and Nokia Expand Market Share Dominance in 1Q 2026

According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, 5G Mobile Core Network (MCN) revenue grew at double-digit rates outside China, whereas in China revenues dropped more severely than any quarter since 5G was introduced to the market.


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Optical Transport Equipment Market Forecast to Grow 16 Percent in 2026, According to Dell’Oro Group

According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the Optical Transport equipment market is forecast to grow 16 percent in 2026, surpassing $18 billion in manufacturer revenue for the first time since the year 2000, due to the rising demand for network infrastructure brought on by AI data centers.


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Optical Transport Market Grew to $16 Billion in 2025

According to Dell’Oro Group

According to a recently published report from Dell’Oro Group, the Optical Transport equipment market grew 10% in 2025, driven by demand for data center interconnect. Revenue from direct purchases of WDM equipment for DCI grew nearly 40% in the year.


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High End Router Market to Surpass $15 Billion by 2030

According to Dell’Oro Group

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.


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Broadband Equipment Spending to Peak at $18.8B in 2028

According to Dell’Oro Group

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. 


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