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REDWOOD CITY, Calif. – November 30, 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, baseline estimates suggest that radio access network (RAN) equipment revenue declined in North America during 3Q17 and year-to-date revenues in the region are trending weaker than capex. Over the first nine months of 2017, Ericsson gained share while Nokia lost share in North America.

“The proportion of capex that is allocated towards radio infrastructure investments tends to decrease over time,” said Stefan Pongratz, Senior Analyst with Dell’Oro Group. “These trends are accentuated as operators are gradually shifting capex from macro to small cells given that normalized non-RAN related investments are typically higher with small cells than macro cell sites. The diverging trends between capex and RAN in the first nine months of 2017 can partly be explained by the on-going shift from macros to small cells,” continued Pongratz.

Additional highlights from the 3Q17 Mobile RAN Quarterly Report:

  • Ericsson’s North America RAN share in the first nine months is up 1 point relative to 2016.
  • Nokia’s North America RAN share in the first nine months is down 2 points relative to 2016.
  • Strong small cell backlog, Sprint’s revised capex guidance, and robust data traffic growth form the basis for an improved near-term market outlook in the North America region.

About the Report

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 5G, 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


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