The global telecom equipment market is showing renewed growth, with revenues rising 4% year-over-year in the first half of 2025, according to Dell’Oro Group. Strong performance outside China, particularly in mobile core networks, optical transport, and routing systems, drove the rebound. Improved inventory levels, favorable currency movements, and balanced demand have boosted market confidence. Analysts now project 2–3% growth for 2025, marking a clear recovery in global network infrastructure investment.
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