REDWOOD CITY, Calif.—September 10, 2018—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, VoLTE revenue declined nine percent quarter-over-quarter in 2Q 2018. Nokia, Huawei, and Ericsson accounted for over 70 percent of the VoLTE market.
“With end-to-end solutions, Nokia, Huawei, and Ericsson grew quarter-over-quarter increasing their combined market share and leaving little room for other vendors,” stated Dave Bolan, Senior Analyst at Dell’Oro Group. “The VoLTE market would have increased quarter-over-quarter in 2Q 2018 if the US ban on ZTE had not been in effect. For 2018 the market is expected to be slightly below 2017, but will return to growth in 2019,” said Bolan.
The fundamentals of the VoLTE market are still positive and the penetration rate of VoLTE continues to grow. In mature LTE markets, some carriers are beginning to approach a 100 percent VoLTE subscription rate. Verizon, for example, will reach this point when they turn off their CDMA network at the end of 2019. In low-cost markets dominated by pre-paid customers with feature phones, VoLTE phones had been financially out of the reach of subscribers. But this is changing quickly, as Reliance Jio has demonstrated in India, with their introduction earlier this year of a low-cost VoLTE feature-phone targeting the low cost pre-paid market.
The Dell’Oro Group Carrier IP Telephony Quarterly Report offers complete, in-depth coverage of the market with tables covering manufacturers’ revenue, shipments, and average selling prices for both wireline and wireless voice core markets. The segments include softswitches, media gateways, session border controllers, voice application servers, IMS CSCF and HSS, and legacy mobile switching centers. To purchase this report, please contact Daisy Kwok at +1.650.622.9400 x227 or email Daisy@DellOro.com.
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 www.delloro.com.