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Global cloud market rebounds strongly for two consecutive quarters?
JIUZHOU
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.
As of 1Q24, 58 countries around the world are investing in 5G SA
JIUZHOU
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.
Will 800GbE datacom optical module shipments reach 8 million in 2024?
JIUZHOU
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: Silicon capacitors are about to be mass-produced
JIUZHOU
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.
Global Ethernet transceiver sales will grow?
JIUZHOU
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".
Will global telecom spending experience a mid-single-digit decline in 2024?
JIUZHOU
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.
Display of a company s optical module series
JIUZHOU
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.
4Q23 global campus switch market fell by 4%?
JIUZHOU
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.
4Q23 Data Communication Devices & Telecom Devices
JIUZHOU
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.
Exhibitions in 2024: 224G, TFLN, linear drive...
JIUZHOU
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...
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