5G Standalone Commercial Launches Accelerate Mobile Core Market, According to Dell’Oro Group

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“The expected growth rate for 2022 is more optimistic than reported last quarter with the commercial deployments of more 5G SA enhanced Mobile Broadband (eMBB) networks,” stated Dave Bolan, Research Director at Dell’Oro Group. “We count 14 commercial 5G SA networks deployed by Communication Service Providers for eMBB services. Five of the 14 5G SA networks went commercial after the close of 3Q 2021 quarter. Europe had a surprising uptick in 3Q 2021 with 5G SA network commercial launches primarily in Germany,” Bolan added.

Optical Transport Market Down 2 Percent in First Nine Months of 2021, According to Dell’Oro Group

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“Optical equipment revenue in China took a sharp turn for the worse in 3Q 2021,” said Jimmy Yu, Vice President at Dell’Oro Group. “As a result, optical revenue in China declined at a double-digit rate in the quarter, resulting in a 9 percent decline for the first nine months of 2021. At this rate, we are expecting a full year optical market contraction in the country. Something that has not occurred since 2012. Helping to offset some of this lower equipment revenue from China was the robust demand in North America, Europe, and Latin America.”

Supply Chain Is Impacting but Not Derailing Ran Momentum, According to Dell’Oro Group

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“The RAN market remains on track for a fourth consecutive year of robust growth, underpinned by healthy demand for connectivity”, said Stefan Pongratz, analyst with the Dell’Oro Group. “At the same time, more challenging comparisons combined with increased risks surrounding the supply chain will weigh on the market in 2022,” continued Pongratz.

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