Total CBRS RAN Investments to Approach $1.5 B to $2.0 B, According to Dell’Oro Group
|“Taking into consideration the overall market opportunity, the likelihood various CBRS markets can move beyond the early adopter phase, and the state of the market with CBRS RAN accounting for 1 percent to 3 percent of the overall North American RAN market in 1Q 2020, we have adjusted the cumulative 2019 to 2024 CBRS RAN forecast upward,” said Stefan Pongratz, Vice President and analyst with the Dell’Oro Group.
Dell’Oro Group Launches New Open RAN Advanced Research Report
|Open RAN adoption is picking momentum and we have adjusted the forecast to reflect a more favorable outlook,” said Stefan Pongratz, Vice President at Dell’Oro Group. “The pace of innovation in the mobile infrastructure industry is developing at impressive speeds. One of the key drivers with the shift from proprietary RAN toward Open RAN is that it should ideally address the competitive landscape and increase the likelihood of a market concentration trend reversal.
Broadband Access Equipment Spending to Drop 7% in 2020
|Global headwinds in 2020 will result in a 7% Y/Y decline in broadband access equipment spending, as service providers try to deliver judicious bandwidth growth to satisfy increased demand from telework and online education applications, while also preserving capital for a return to growth in 2021 and beyond.
RAN market poised to eclipse $200B: Dell’Oro Group
|COVID-19 has not killed the radio access network (RAN) market. In fact, the Dell’Oro Group just upwardly revised its projections for the sector, saying the RAN market will grow at a healthy pace over the next three years. Cumulative investments over the 2019-2024 forecast period are expected to be over $200 billion.
Worldwide Data Center Capex to Grow 6 Percent CAGR by 2024
|Data center capex is forecasted to grow at a 6% CAGR to just over $200 B over the next five years. However growth is forecasted to be mixed depending on the customer segment. The Cloud, which already accounts for more than 60% of the worldwide data center capex, will continue to gain momentum over Enterprise/On-premise data center deployments. Edge data centers deployed over Telco networks could emerge in the longer-term horizon.
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