Worldwide telecom equipment revenues remained relatively stable in the first half of 2023, with variations in performance observed by region and technology, according to Dell'Oro Group's 2Q23 reports for all telecom infrastructure programs. Worldwide telecom equipment revenues across the six telecom programs tracked at the Dell’Oro Group*, were flat year-over-year (Y/Y) in the quarter and advanced 2% in the first half of 2023.
Worldwide telecom equipment revenues, excluding North America, increased by 7% in the first half, supporting the thesis that the telecom equipment market remains robust outside of the US.
In a blog posting, Dell'Oro's Stefan Pongratz notes that vendor rankings remained mostly stable between 2022 and 1H23, with a few exceptions. Ciena surpassed Samsung, and the gap between Nokia and Ericsson widened. Huawei continued to lead the global telecom equipment market, especially outside of North America, accounting for a significant portion of revenues.
https://www.delloro.com/total-telcom-equipment-market-grows-2-percent-in-1h23/
