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According to a recently published report from Dell’Oro Group, total global revenue for the broadband access equipment market increased to $4.8 billion in 4Q 2025, up 7 percent Q/Q and 2 percent year-over-year (Y/Y).
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.
Infineon Technologies, a global leader in power semiconductors and IoT, has published the 2026 edition of its annual GaN Insights, providing valuable awareness into the world of GaN technology, its applications, and future prospects.
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 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.
