<p><strong>核心路由器需求大幅回升</strong></p>
<p>, /PRNewswire/ -- 根據 Dell'Oro Group 最近發佈的一份報告，該公司是電信、安全、網絡和數據中心行業市場信息的可信來源，2025 年第三季度高端路由器設備收入同比增長 23%，核心路由器在此期間強勁反彈，增長了 68%。</p>
<p>“我們跟蹤的絕大多數地區和所有客户垂直行業的路由器設備需求正在改善，” Dell'Oro Group 副總裁 Jimmy Yu 表示。“在第三季度，由於去年大幅收縮後的廣泛復甦，北美的增長率尤其高。增長的原因包括產能增加、數據中心互聯、雲接入以及與人工智能相關的網絡現代化。增長驅動因素幾乎涵蓋了所有方面，” Yu 補充道。</p>
<p>2025 年第三季度服務提供商路由器和交換機報告的其他亮點：</p>
<ul>
<li>服務提供商路由器和交換機市場總額（包括高端路由器和聚合交換機）同比增長 16%，達到 34 億美元。</li>
<li>高端路由器市場在除拉丁美洲外的所有地區均實現增長，其中北美的增長最高。在 2025 年第三季度，北美地區同比增長 47%。</li>
<li>今年前九個月，按收入份額計算，前三大核心路由器供應商是思科、華為和 HPE Juniper。在這些供應商中，思科的市場份額增長最多，增加了 5 個百分點。</li>
<li>三個客户垂直行業——通信服務提供商、雲服務提供商和企業/公共部門——在 2025 年第三季度和前九個月均實現了同比增長。按百分比計算，雲服務提供商的增長最高，而按金額計算，通信服務提供商的增長最高。</li>
</ul>
<p><strong>關於報告</strong> Dell'Oro Group 服務提供商路由器與交換機報告提供了對服務提供商路由器和交換機市場的全面、深入的覆蓋，涵蓋當前、未來和歷史時期。該報告包括按地區、客户類型、使用案例、平均售價以及單位和端口出貨量的製造收入的定性分析和詳細統計數據。如需購買此報告，請通過電子郵件與我們聯繫，郵箱為 [email protected]。</p>
<p><strong>關於 Dell'Oro Group</strong></p>
<p>Dell'Oro Group 是一家市場研究公司，專注於電信、安全、企業網絡和數據中心基礎設施市場的戰略競爭分析。我們的公司提供深入的定量數據和定性分析，以促進關鍵的基於事實的商業決策。如需更多信息，請聯繫 Dell'Oro Group，電話：+1.650.622.9400，或訪問 https://www.delloro.com。</p>
<p>來源：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>

瞻博網絡

華為

思科

<p>戴爾奧羅集團報告稱，2025 年第三季度高端路由器市場收入同比增長 23%，核心路由器增長 68%。北美由於產能增加、數據中心互聯、雲接入和人工智能網絡現代化，增長了 47%。思科、華為和 HPE Juniper 在核心路由器市場中領先，思科市場份額增加了 5%。報告強調了通信服務提供商、雲服務提供商和企業的增長</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/ -- 根據 Dell'Oro Group 最近發佈的一份報告，該公司是電信、安全、網絡和數據中心行業市場信息的可信來源，2025 年第三季度高端路由器設備收入同比增長 23%，核心路由器在此期間強勁反彈，增長了 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>“我們跟蹤的絕大多數地區和所有客户垂直行業的路由器設備需求正在改善，” Dell'Oro Group 副總裁 Jimmy Yu 表示。“在第三季度，由於去年大幅收縮後的廣泛復甦，北美的增長率尤其高。增長的原因包括產能增加、數據中心互聯、雲接入以及與人工智能相關的網絡現代化。增長驅動因素幾乎涵蓋了所有方面，” Yu 補充道。</p>
</div><p>Additional highlights from the 3Q 2025 Service Provider Router and Switch Report:</p>
<div class="lb-trans"><p>2025 年第三季度服務提供商路由器和交換機報告的其他亮點：</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>服務提供商路由器和交換機市場總額（包括高端路由器和聚合交換機）同比增長 16%，達到 34 億美元。</li>
<li>高端路由器市場在除拉丁美洲外的所有地區均實現增長，其中北美的增長最高。在 2025 年第三季度，北美地區同比增長 47%。</li>
<li>今年前九個月，按收入份額計算，前三大核心路由器供應商是思科、華為和 HPE Juniper。在這些供應商中，思科的市場份額增長最多，增加了 5 個百分點。</li>
<li>三個客户垂直行業——通信服務提供商、雲服務提供商和企業/公共部門——在 2025 年第三季度和前九個月均實現了同比增長。按百分比計算，雲服務提供商的增長最高，而按金額計算，通信服務提供商的增長最高。</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>關於報告</strong> Dell'Oro Group 服務提供商路由器與交換機報告提供了對服務提供商路由器和交換機市場的全面、深入的覆蓋，涵蓋當前、未來和歷史時期。該報告包括按地區、客户類型、使用案例、平均售價以及單位和端口出貨量的製造收入的定性分析和詳細統計數據。如需購買此報告，請通過電子郵件與我們聯繫，郵箱為 [email protected]。</p>
</div><p><strong>About Dell'Oro Group</strong></p>
<div class="lb-trans"><p><strong>關於 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 是一家市場研究公司，專注於電信、安全、企業網絡和數據中心基礎設施市場的戰略競爭分析。我們的公司提供深入的定量數據和定性分析，以促進關鍵的基於事實的商業決策。如需更多信息，請聯繫 Dell'Oro Group，電話：+1.650.622.9400，或訪問 https://www.delloro.com。</p>
</div><p>SOURCE Dell'Oro Group</p>
<div class="lb-trans"><p>來源：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>

根據 Dell'Oro Group 的數據，2025 年第三季度高端路由器市場增長了 23%