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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

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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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