"Why a projected 10 year global CAGR of over 10%?"
As we know, 5G, data centre construction supporting AI and the general demand for faster internet continues to make fibre optics a key telecoms technology growth enabler going into 2026 and beyond.
For telecom, as much of the trunk and WANs (MANs to a lesser extent) infrastructure is in place, link-end hardware is becoming key to get the most out of each physical fibre in every cable to pick up the heavy lifting as well as supporting software for both operations and security.
This of course brings into question physical connectivity, including form factor/contact count.
There are best/worse case scenarios in terms of loss budget for performance (and remedial work) together with real estate footprint with the costs entailed, including that for support services/utilities.
Cabinet/rack space will be at a premium taking into consideration for one, cooling and ventilation with designers re-scaling their plans on an ongoing basis due to ISP service requirements increasing.
The demand for bandwidth as well as speed will therefore also drive investment in civils and construction projects.
Both national and regional governments need to plan how both public and private sector decision makers are in accordance and will need to have agreed aligned strategies for best long term outcomes.
With the imaging and remote monitoring medical equipment market maturing, the key application areas now also include industrial automation in a group with the perennially dominant telecoms.
Note: aerospace and defence's share and value is also increasing so watch this space.
More specific analysis of each market to follow over the next few weeks
#aerospace #defence #industrialcontrol #medical #imaging #ai
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