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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.
The optical transport equipment market grew 14% year-over-year in 2Q 2025. This high growth rate was primarily attributed to the rising demand for disaggregated WDM and data center interconnect.
