5GC revenues again came in surprisingly strong. Huawei and ZTE led the charge, making them the first and second-ranked vendors for 5GC in 3Q 2020, being the primary 5GC suppliers to the Chinese service providers,” stated David Bolan, Research Director at Dell’Oro Group.
“Sales slowed in North America following a strong first half of the year,” said Jimmy Yu, Vice President at Dell’Oro Group. “Whether it was due to network demand caused by people working and studying from home or new projects at the beginning of the year, the demand for optical equipment in the region rose 11 percent in the first half of 2020. But I think there was enough concern surrounding the longevity of the pandemic that service providers grew cautious and refrained from overextending their capital. As a result, optical revenue in North America declined 7 percent in the third quarter,” continued Yu.
preliminary readings indicate that the positive momentum that has characterized the radio access network (RAN) market since the upswing began in the second half of 2018 extended into the third quarter, with surging demand for 5G propelling the RAN market to robust year-over-year growth
“The wireless backhaul market began to recover in the third quarter following the end of COVID-19 related lock downs,” stated Jimmy Yu, Vice President at Dell’Oro Group. “We think there is more growth to come for this market and remain positive that demand for Microwave Transmission equipment will continue to increase. Assuming the worst of the pandemic is behind us, the economy recovers, and 5G mobile radio deployments stay on pace, we are predicting the microwave market to grow 4 percent next year to $3.1 billion,” added Yu.
We have talked about IoT as a growth vehicle for the mobile infrastructure suppliers and the operators for a long time. And while this shift has taken a bit longer than some expected, the reality is that IoT adoption is gaining momentum and these technologies are starting to make a difference,” said Stefan Pongratz, Vice President and analyst with Dell’Oro Group.
Dell’Oro Group’s Jeff Heynen, vice president, broadband access and home networking, echoed Rutledge’s sentiments on Charter’s broadband expansion into rural areas. “Charter is really going to have an opportunity to expand its subscriber base well beyond what it could without the auction, despite the fact that it won fewer markets than most people were expecting,” Heynen said.
The company had previously expected revenues from Open RAN hardware, baseband and software elements to hit about $200 million this year, but now expects that figure to be about $300 million, notes Stefan Pongratz, VP and head of Dell’Oro’s Mobile RAN market and Telecom Capex research programs in this blog.
Open RAN technology sales in 2020 look like they will be about 50% higher than previously expected, according to analyst company Dell’Oro.
The small cell share of the total RAN market has grown from less than 5 percent in 2014 to 10-15 percent in 2019, according to research by Dell’Oro Group, and it is expected to fall between 15 percent to 20 percent in 2024.
Pekka Lundmark has a lot resting on his shoulders. As chief executive officer of Nokia Oyj, he’s tasked with turning around the stuttering telecoms giant’s fortunes before it misses out on the 5G revolution. Also riding on his success, however, is the ability of the world’s industrialized economies to compete with China.