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Ericsson and Nokia Gain Share Outside of China

REDWOOD CITY, Calif. – February 19, 2021 – 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, preliminary estimates suggest that the 2G-5G radio access network (RAN) market ended the year on a high note, with the full year 2020 revenues marking a new record since we started tracking the program in the year 2000.

“While we correctly identified the overall trajectory of the market going into the year and maintained the positive outlook even as the pandemic intensified and economists adjusted their GDP projections sharply downward,” said Stefan Pongratz, Vice President and analyst with the Dell’Oro Group. “We also need to recognize that we completely underestimated the magnitude and the breadth of the ascent in the fourth quarter and for the full year 2020, reflecting stronger than expected results in multiple regions,” continued Pongratz.

Additional highlights from the 4Q 2020 RAN report:

  • Initial estimates suggest that vendor rankings remained stable between 2019 and 2020, while revenue shares were impacted to some degree by the state of the 5G rollouts in China and North America.
  • Ericsson and Nokia maintained their No. 1 and No. 2 RAN revenues rankings excluding China. Both suppliers improved their RAN revenue shares outside of China, accounting for 35 percent to 40 percent and 25 percent to 30 percent of the overall RAN market, respectively.
  • Huawei maintained its No. 1 ranking for the global RAN market, reflecting share gains in China.

About the Report

Dell’Oro Group’s RAN Quarterly Report offers a complete overview of the RAN industry, with tables covering manufacturers’ revenue, transceivers or RF carrier shipments, macro cell and small cell BTS shipments for 5G NR Millimeter Wave, 5G NR Sub 6 GHz, and LTE. The report tracks the RAN market by region and includes market data for Massive MIMO. The report also includes a four-quarter outlook. To purchase this report, please contact us by email at dgsales@delloro.com.

About Dell’Oro Group

Dell’Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, networks, 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 https://www.delloro.com.

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