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Dell'Oro find optical transport kit grew 24% in US in Q1, declined in Europe - Mobile Europe

Summary by Mobile Europe
The growth was driven by a strong demand for data centre interconnect, especially by large internet content providers A new Dell’Oro Group report found that the optical transport equipment market grew 1% year-over-year in 1Q 2025, but the growth is very uneven across the world’s regions. In the US, the sector grew 24% in Q1 in the quarter due to the strong demand for data centre interconnect (DCI), particularly among large internet content provi…
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Mobile Europe broke the news in on Friday, May 23, 2025.
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