CBRS RAN is Behind Schedule, According to Dell’Oro Group
|“Adoption gaps across the various CBRS segment remained significant in 2021,” said Stefan Pongratz, Vice President and analyst with Dell’Oro Group. “We have again revised the CBRS RAN projections downward to reflect the lower baseline and slower-than-expected uptake with non-FWA segments. This adjustment does not change the long-term vision—we continue to believe that there is an opportunity to improve spectrum utilization while at the same time stimulating innovation for both public and private networks across various industry segments. So we see this downward revision more as a calibration to reflect the current state of the market and the fact that there is still a significant gap between registered SAS APs and LTE/5G NR base stations,” continued Pongratz.
$17 Billion of Microwave Transmission Equipment Needed over Next Five Years, According to Dell’Oro Group
|“We anticipate more growth for Microwave Transmission equipment ahead,” said Jimmy Yu, Vice President of Dell’Oro Group. “The growth will be driven by 5G network expansion for the most part. We also think government initiatives to bring high speed broadband to rural areas will increase demand for microwave equipment.”
Open RAN on Track Comprise 15 Percent of RAN by 2026, According to Dell’Oro Group
|“The Open RAN movement has come a long way in just a few years, surprising both proponents and skeptics,” said Stefan Pongratz, Vice President and analyst with the Dell’Oro Group. “While challenging comparisons will weigh a bit on the market over the short-term, it is unlikely that these divergences between the greenfields and the brownfields will leave lasting imprints on the long-term prospects,” continued Pongratz.
Optical Transport Equipment Market to reach $18 Billion by 2026, According to Dell’Oro Group
|“I am excited to see how the Optical Transport market unfolds in the next few years,” said Jimmy Yu, Vice President at Dell’Oro Group. “We are predicting that demand will continue to increase for the next five years, and that the market will reach $18 billion by 2026. Drivers of our growth prediction include the growing global economy, government initiatives to fund the reach of broadband to rural areas, and overall network upgrades to align with customer demand for more bandwidth. There will, however, be some bumps in the road.”
MBB to Drive RAN Market Faster Than Expected – On Track to Approach $250 B, According to Dell’Oro Group
|“Even with the elevated baseline and risks surrounding the pandemic and the supply chain increasing, we believe that the RAN market will not only continue to trend upward over the near term, but we are also more optimistic about the long-term 5G prospects,” said Stefan Pongratz, Vice President and analyst with the Dell’Oro Group.
;
