Historically High Backlogs to Fuel 9 Percent Year-over-Year Revenue Growth in 2023

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Update time : 2022-12-14 14:01:29
“Growth continues to accelerate for the DCPI market as vendors work through backlogs with increasing price realization,” said Lucas Beran, Principal Analyst at Dell’Oro Group. “Furthermore, demand remains incredibly strong for DCPI, with orders outpacing sales and driving vendor backlogs to new record high yet again. This historic industry backlog is critically important for the 2023 market outlook, as the majority of it will be delivered in the first half of 2023, supporting continued market growth. However, growing macroeconomic uncertainty is expected to moderate DCPI growth for the enterprise market segment in 2023, but have a limited impact on cloud and colocation service providers.”

Additional highlights from the 3Q 2022 Data Center Physical Infrastructure Quarterly Report:

Vertiv, Huawei, and Delta were the three vendors who gained the most revenue share in 3Q 2022.
North America, Asia Pacific (excluding China), and China were the fastest growing regions, at double-digit growth rates, in 3Q 2022. The Caribbean and Latin American (CALA) grew at mid-single-digits and Europe, the Middle East and Africa (EMEA) low single-digits.
Product growth was broad-based; rack power distribution, thermal management, IT racks and containment, and UPS grew at double-digit rates, while cabinet power distribution and busway, and software and services grew at slightly lower rates.
Worldwide DCPI revenue growth is forecast to accelerate to 12 percent in Q4 2022, driven by double-digit cloud and colocation service provider growth and mid-single-digit enterprise growth.

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