During the initial three months of 2024, worldwide corporations invested more than $76 billion in cloud infrastructure services. This figure indicates an increase of $13.5 billion, or 21%, relative to the same period in 2023. This signifies the second consecutive quarter of significant year-on-year growth.
Data from a business association as of the first quarter of 2024. They have identified 124 operators in 58 countries and regions around the world that are investing in 5G SA.
According to a research company, data communication product revenue in the fourth quarter of 2023 hit a new record. With a year-on-year growth of 11%, module shipments will grow rapidly in the second half of 2023. But the telecommunications market remains in the doldrums.
A company announced that the cumulative shipment of silicon lens chips exceeded 100 million units. This accounts for more than 50% of the global optical communications market.
A market research institution predicts that global Ethernet transceiver sales will grow by 40% in 2024. A market research organization has updated the "High Speed Ethernet Optics Report".
Market research companies report that global telecom capital expenditures will decline in 2023 as operators reduce 5G investment. Experts expect the global telecommunications spending environment to be more severe in 2024.
This includes advanced optical devices for access networks, 5G networks, and data centers. It also includes AI technology such as PON modules, 25G/50G/100G modules, and 100/200/400/800G modules.
In late 2023, global sales of campus switches fell by 4% compared to the same time the year before. This marked the first downturn in the market since the final quarter of 2020, signifying the start of the market's multi-quarter adjustment phase.
The Q423 telecommunications and data communications sectors are highly polarized. The data communication device market increased by 25% year-on-year. The telecommunications device market fell by 25% year-on-year.
There will be a large number of demonstrations of 224G technology at a certain exhibition in 2024. As well as some of the first products and optical devices based on this technology...