<p><strong>核心路由器需求大幅回升</strong></p>
<p>, /PRNewswire/ -- 根据 Dell'Oro Group 最近发布的一份报告，该公司是电信、安全、网络和数据中心行业市场信息的可信来源，2025 年第三季度高端路由器设备收入同比增长 23%，核心路由器在此期间强劲反弹，增长了 68%。</p>
<p>“我们跟踪的绝大多数地区和所有客户垂直行业的路由器设备需求正在改善，” Dell'Oro Group 副总裁 Jimmy Yu 表示。“在第三季度，由于去年大幅收缩后的广泛复苏，北美的增长率尤其高。增长的原因包括产能增加、数据中心互联、云接入以及与人工智能相关的网络现代化。增长驱动因素几乎涵盖了所有方面，” Yu 补充道。</p>
<p>2025 年第三季度服务提供商路由器和交换机报告的其他亮点：</p>
<ul>
<li>服务提供商路由器和交换机市场总额（包括高端路由器和聚合交换机）同比增长 16%，达到 34 亿美元。</li>
<li>高端路由器市场在除拉丁美洲外的所有地区均实现增长，其中北美的增长最高。在 2025 年第三季度，北美地区同比增长 47%。</li>
<li>今年前九个月，按收入份额计算，前三大核心路由器供应商是思科、华为和 HPE Juniper。在这些供应商中，思科的市场份额增长最多，增加了 5 个百分点。</li>
<li>三个客户垂直行业——通信服务提供商、云服务提供商和企业/公共部门——在 2025 年第三季度和前九个月均实现了同比增长。按百分比计算，云服务提供商的增长最高，而按金额计算，通信服务提供商的增长最高。</li>
</ul>
<p><strong>关于报告</strong> Dell'Oro Group 服务提供商路由器与交换机报告提供了对服务提供商路由器和交换机市场的全面、深入的覆盖，涵盖当前、未来和历史时期。该报告包括按地区、客户类型、使用案例、平均售价以及单位和端口出货量的制造收入的定性分析和详细统计数据。如需购买此报告，请通过电子邮件与我们联系，邮箱为 [email protected]。</p>
<p><strong>关于 Dell'Oro Group</strong></p>
<p>Dell'Oro Group 是一家市场研究公司，专注于电信、安全、企业网络和数据中心基础设施市场的战略竞争分析。我们的公司提供深入的定量数据和定性分析，以促进关键的基于事实的商业决策。如需更多信息，请联系 Dell'Oro Group，电话：+1.650.622.9400，或访问 https://www.delloro.com。</p>
<p>来源：Dell'Oro Group</p>
<p><img src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjUxMjA5Jk5ld3NJdGVtSWQ9U0Y0MDgxNSZUcmFuc21pc3Npb25fSWQ9MjAyNTEyMDkwNTAwUFJfTkVXU19VU1BSX19fX19TRjQwODE1?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjUxMjA5Jk5ld3NJdGVtSWQ9U0Y0MDgxNSZUcmFuc21pc3Npb25fSWQ9MjAyNTEyMDkwNTAwUFJfTkVXU19VU1BSX19fX19TRjQwODE1"/></p>

瞻博网络

华为

思科

<p>戴尔奥罗集团报告称，2025 年第三季度高端路由器市场收入同比增长 23%，核心路由器增长 68%。北美由于产能增加、数据中心互联、云接入和人工智能网络现代化，增长了 47%。思科、华为和 HPE Juniper 在核心路由器市场中领先，思科市场份额增加了 5%。报告强调了通信服务提供商、云服务提供商和企业的增长</p>

<p><strong>Core Router Demand Recovered Sharply</strong></p>
<div class="lb-trans"><p><strong>核心路由器需求大幅回升</strong></p>
</div><p>, /PRNewswire/ -- According to a recently published report by Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, High End Router equipment revenue grew 23 percent year-over-year in the third quarter of 2025, with Core Routers staging a strong comeback, growing 68 percent in that period.</p>
<div class="lb-trans"><p>, /PRNewswire/ -- 根据 Dell'Oro Group 最近发布的一份报告，该公司是电信、安全、网络和数据中心行业市场信息的可信来源，2025 年第三季度高端路由器设备收入同比增长 23%，核心路由器在此期间强劲反弹，增长了 68%。</p>
</div><p>&#34;Demand for router equipment is improving across most regions and all customer verticals we track,&#34; said Jimmy Yu, Vice President at Dell'Oro Group. &#34;In the third quarter, growth rates were especially high in North America due to a broad recovery, following a steep contraction the previous year. The reasons for the growth included capacity additions, data center interconnect, cloud on-ramp, and network modernization for and with AI. The growth drivers were pretty much everything but the kitchen sink,&#34; added Yu.</p>
<div class="lb-trans"><p>“我们跟踪的绝大多数地区和所有客户垂直行业的路由器设备需求正在改善，” Dell'Oro Group 副总裁 Jimmy Yu 表示。“在第三季度，由于去年大幅收缩后的广泛复苏，北美的增长率尤其高。增长的原因包括产能增加、数据中心互联、云接入以及与人工智能相关的网络现代化。增长驱动因素几乎涵盖了所有方面，” Yu 补充道。</p>
</div><p>Additional highlights from the 3Q 2025 Service Provider Router and Switch Report:</p>
<div class="lb-trans"><p>2025 年第三季度服务提供商路由器和交换机报告的其他亮点：</p>
</div><ul>
<li>The total Service Provider Router and Switch market, comprised of High End Routers and Aggregation Switches, grew 16 percent year-over-year to $3.4 billion.</li>
<li>The High End Router market growth was across all geographies except Latin America, with the highest growth in North America. In 3Q 2025, the North American region grew 47 percent year-over-year.</li>
<li>For the first nine months of the year, the top three Core Router vendors by revenue share were Cisco, Huawei, and HPE Juniper. Among these vendors, Cisco gained the most market share at 5 percentage points.</li>
<li>All three customer verticals—communication service provider, cloud provider, and enterprise/public—grew year-over-year in the quarter and first nine months of 2025. The highest growth on a percentage basis was from cloud providers, and the highest on a dollar amount was from communication service providers.</li>
</ul>
<div class="lb-trans"><ul>
<li>服务提供商路由器和交换机市场总额（包括高端路由器和聚合交换机）同比增长 16%，达到 34 亿美元。</li>
<li>高端路由器市场在除拉丁美洲外的所有地区均实现增长，其中北美的增长最高。在 2025 年第三季度，北美地区同比增长 47%。</li>
<li>今年前九个月，按收入份额计算，前三大核心路由器供应商是思科、华为和 HPE Juniper。在这些供应商中，思科的市场份额增长最多，增加了 5 个百分点。</li>
<li>三个客户垂直行业——通信服务提供商、云服务提供商和企业/公共部门——在 2025 年第三季度和前九个月均实现了同比增长。按百分比计算，云服务提供商的增长最高，而按金额计算，通信服务提供商的增长最高。</li>
</ul>
</div><p><strong>About the Report</strong> The Dell'Oro Group Service Provider Router &amp; Switch Report offers complete, in-depth coverage of the Service Provider Router and Switch market for current, future, and historical periods. The report includes qualitative analysis and detailed statistics for manufacturing revenue by region, customer type, use cases, average selling prices, and unit and port shipments. To purchase this report, please contact us by email at [email protected].</p>
<div class="lb-trans"><p><strong>关于报告</strong> Dell'Oro Group 服务提供商路由器与交换机报告提供了对服务提供商路由器和交换机市场的全面、深入的覆盖，涵盖当前、未来和历史时期。该报告包括按地区、客户类型、使用案例、平均售价以及单位和端口出货量的制造收入的定性分析和详细统计数据。如需购买此报告，请通过电子邮件与我们联系，邮箱为 [email protected]。</p>
</div><p><strong>About Dell'Oro Group</strong></p>
<div class="lb-trans"><p><strong>关于 Dell'Oro Group</strong></p>
</div><p>Dell'Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, security, enterprise network, and data center infrastructure markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions. For more information, contact Dell'Oro Group at +1.650.622.9400 or visit https://www.delloro.com.</p>
<div class="lb-trans"><p>Dell'Oro Group 是一家市场研究公司，专注于电信、安全、企业网络和数据中心基础设施市场的战略竞争分析。我们的公司提供深入的定量数据和定性分析，以促进关键的基于事实的商业决策。如需更多信息，请联系 Dell'Oro Group，电话：+1.650.622.9400，或访问 https://www.delloro.com。</p>
</div><p>SOURCE Dell'Oro Group</p>
<div class="lb-trans"><p>来源：Dell'Oro Group</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjUxMjA5Jk5ld3NJdGVtSWQ9U0Y0MDgxNSZUcmFuc21pc3Npb25fSWQ9MjAyNTEyMDkwNTAwUFJfTkVXU19VU1BSX19fX19TRjQwODE1" alt="" original-src="https://rt.prnewswire.com/rt.gif?NewsItemId=SF40815&amp;Transmission_Id=202512090500PR_NEWS_USPR_____SF40815&amp;DateId=20251209"/></p>

根据 Dell'Oro Group 的数据，2025 年第三季度高端路由器市场增长了 23%