“It has become quite obvious the MCN market has entered into a very unpredictable phase after breaking the highest growth rate in 2Q 2023 since 1Q 2021, and now hitting the lowest performing growth rate in 3Q 2023 since 4Q 2017. Last quarter, EMEA and China were the strongest performing regions and flipped this quarter, becoming the weakest performing regions,” stated Dave Bolan, Research Director at Dell’Oro Group.

“The asynchronous nature of the 5G rollouts is in this case helping to cushion some of the blow in the US, though clearly not enough,” said Stefan Pongratz, Vice President for RAN market research at Dell’Oro Group.

Despite the current uncertainties and skepticism about the telecom and RAN industry, the long-term perspective on the RAN market remains unchanged. Operators’ assets are crucial for meeting the evolving connectivity needs of consumers and businesses. In the initial stages of 6G deployment, macro RAN deployments are expected to dominate, learn more