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[Report] Forecast of Solar Power Installation in Japan (2023-2035)

Forecasting the amount of solar power installation in Japan over the next 10 years from two scenarios: "current growth case" and "acceleration case."

The "Energy Supply Resilience Act" and the "Revised Global Warming Countermeasures Promotion Act" have been enacted, accelerating efforts in energy and environmental policies towards achieving a 46% reduction in greenhouse gases by 2030. The government has established a "Basic Policy for Realizing GX (Green Transformation)," clearly stating the goal of achieving a power generation ratio of 36-38% from renewable energy sources by 2030, which has now become a mandatory target, previously considered ambitious in the Basic Energy Plan. On the demand side, there is an increase in electricity demand due to the recovery from the COVID-19 pandemic, and the desire to introduce solar power has risen as a response to the soaring energy prices and electricity rates triggered by Russia's invasion of Ukraine. The use of renewable energy for SDGs and enhancing corporate value is expanding throughout the supply chains of major domestic companies. The introduction ratio is expected to increase with the shift from the FIT system to self-consumption models, PPA models, and the FIP system. This document looks ahead to the next decade, analyzing price forecasts, changes in social environments, market changes, and technological advancements from two scenarios: the "Current Growth Case," which aims to achieve the 2030 introduction target, and the "Acceleration Case," where the introduction environment significantly improves and progresses. It predicts the amount of solar power installation by application and scale.

  • Solar power generation
  • Power and Energy Equipment
  • Analysis and prediction system
  • Forecast Report

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[English Research Report] Five-Year Forecast Report on Optical Transmission

Provide performance data for the optical transmission market, including revenue, number of units/ports/wavelengths, average selling price, and regional forecasts.

The "Optical Transport 5-Year Forecast Report" by Dell'Oro Group provides a comprehensive overview of the optical transport market, featuring tables that cover manufacturer revenues, average selling prices, shipment volumes, and wavelength shipments (by speeds of 1.2Tbps and above). This report tracks DWDM long-haul, WDM metro, multi-service multiplexers, optical switches, disaggregation WDM, and DCI.

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Overview of Economic and Freight Transport Outlook for Fiscal Year 2023-2024

Announced at the end of 2023! First announcement of the forecast for fiscal year 2024, and revision of the forecast for fiscal year 2023.

On December 26, 2023, we announced the latest version of our quarterly publication "Economic and Freight Transport Outlook" as "Economic and Freight Transport Outlook for FY 2023-2024" (Summary). In this outlook, we are making our first public announcement of the year-on-year growth rate (forecast) for freight transport volume in FY 2024. Additionally, since the actual results for the second half of FY 2023 (October 2023 to March 2024) have not yet been finalized, we are also revising and updating the forecast for FY 2023. The outlook published at the end of 2023 includes only the forecast values and summary tables as a "summary," but we plan to release a full version (complete text) that includes comments and reference charts as soon as it is completed. In this document, we will first organize the forecasts for external trade containers (maritime) and international air transport, including the adjustments from the previous forecast (October 2023), discrepancies with the actual results for the July-September period, and the trends in the year-on-year growth rates compared to pre-COVID levels (FY 2019). *For more detailed content of the blog, please refer to the related links. For further inquiries, please feel free to contact us.

  • Logistics and warehouse management systems
  • Forecast Report

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[English Research Report] 5-Year Forecast Report on SASE and SD-WAN

The growth turning point of SASE: SSE revenue surpasses SD-WAN revenue by almost 2 to 1.

The "SASE (Secure Access Service Edge) and SD-WAN 5-Year Forecast Report" by Dell'Oro Group provides a comprehensive industry overview that dates back to 2019, including a table covering SASE by technology (SSE vs. SD-WAN) and by implementation (integrated vs. disaggregated). SSE is further segmented by the technologies of SWG, CASB, ZTNA, and FWaaS. Additionally, it includes historical data up to 1995, such as revenue from access routers, port/unit shipment numbers, and average selling prices.

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[English Research Report] 5-Year Forecast Report on Data Center Physical Infrastructure

The data center physical infrastructure market will exceed $50 billion by 2028 due to the introduction of AI.

The "5-Year Forecast Report on Data Center Physical Infrastructure" by Dell'Oro Group comprehensively and in detail covers the data center physical infrastructure market. It includes market size and forecasts for uninterruptible power supplies (UPS), thermal management, cabinet power distribution and busways, rack power distribution, IT racks and enclosures, as well as software and services. Detailed product-level information is provided for each market segment. Additionally, it includes the distribution of manufacturing revenue by customer segments such as cloud service providers, telecommunications companies, colocation, large enterprises, and corporate data centers.

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