REDWOOD CITY, Calif. – May 12, 2017 – According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, the Mobile Infrastructure market showed signs of revival in 1Q17, despite challenging conditions still facing the market. Nokia gained market share in the quarter while Ericsson’s share dipped.
“Given that the overall Mobile RAN market declined at a double-digit pace in 2016 – recording one of the steepest annual declines since 2002 – improving year-over-year trends during both 4Q16 and 1Q17 are obviously encouraging,” said Stefan Pongratz, Senior Director at Dell’Oro Group. “Many of the market characteristics from 2016, such as robust growth in small cells and weak macro base station sales, prevailed in 1Q17. However, the signs of revival in the quarter came from the decline in macro sales moderating, rather than the magnitude of small cell growth,” Pongratz explained.
Despite signs of improvement, Dell’Oro Group has not changed its 2017 RAN market projections significantly. The overall RAN market is expected to decline at a high-single digit rate for the year, driven primarily by two factors: 1) reduced demand for mobile broadband macro equipment in China and Europe; and 2) the expectation that vertical growth opportunities with fixed, enterprise, public safety, and IoT applications will not offset declining telecom investments.
Vendor ranking positions remained unchanged in the quarter – in rank order, Huawei, Ericsson, and Nokia accounted for more than 80 percent of the overall RAN market. After losing significant amounts of share between 3Q16 and 4Q16, Nokia’s market share improved by about four points following an impressive quarter in 1Q17, while Ericsson’s share fell by about three points.
Dell’Oro Group’s Mobile RAN Quarterly Report offers complete, in-depth coverage of the market with tables covering manufacturers’ revenue, average selling prices, transceiver or RF carrier shipments, and unit shipments for base station controllers, small cell and macro base transceiver stations for LTE-FDD, LTE-TDD, WCDMA, GSM, CDMA, and Mobile WiMAX. To purchase this report, call Matt Dear at +1.650.622.9400 x223 or email Matt@DellOro.com.
Dell’Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications infrastructure, networks infrastructure, and data center IT markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions. For more information, contact Dell’Oro Group at +1.650.622.9400 or visit www.delloro.com.