Preliminary estimates suggest that the overall 2G-5G radio access network (RAN) infrastructure equipment market returned to growth in the first quarter of 2020, according to a new report from Dell’Oro Group, which found that growth is increasing at single-digit rate year-over-year(YoY), propelling the overall RAN market to advance in six of the last seven quarters.
Additional highlights from the 1Q 2020 RAN report:
- 5G NR comprised 20% to 40% of the overall RAN market in 1Q20
- Massive MIMO radio shipments increased four-fold YoY with total installed base eclipsing 60 M transceivers.
- Indoor small cell growth slowed in the quarter – outlook remains favorable for full year 2020.
- Huawei, Ericsson, Nokia, ZTE, and Samsung accounted for more than 95% of the market in 1Q20.
- Huawei’s total RAN share improved, reflecting Huawei’s growing position in China.
- Smaller RAN players continued to benefit from the ongoing shift toward Open RAN.
https://www.delloro.com/news/ran-market-returned-to-growth-in-1q-2020/
In the latest Ethernet Switch – Data Center 5-year Forecast Report from Dell’Oro G