MBB to Drive RAN Market Faster Than Expected – On Track to Approach $250 B, According to Dell’Oro Group

Written by Stefan Pongratz

 

REDWOOD CITY, Calif. – January 20, 2022 – According to a newly published forecast report by Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, cumulative worldwide radio access network (RAN) revenues for the 2021-2026 period are projected to approach $250 B, reflecting improved 5G prospects.

“Even with the elevated baseline and risks surrounding the pandemic and the supply chain increasing, we believe that the RAN market will not only continue to trend upward over the near term, but we are also more optimistic about the long-term 5G prospects,” said Stefan Pongratz, Vice President and analyst with the Dell’Oro Group.

“The underlying dynamics have not changed but the role of mobile broadband is changing, which is spurring service providers, enterprises, and governments to prioritize connectivity. It is unlikely that the current level of growth is sustainable, and total RAN investments will undoubtedly slow after the peak MBB phase just as it has with other technology rollouts. But the upside, with enterprises and government stimulus coupled with the increased number of 5G networks to support MBB, will curb the downside somewhat and extend the longevity of the 5G cycle,” continued Pongratz.

Other highlights from the Mobile RAN 5-Year Forecast Report:

  • RAN excluding China is projected to grow while the Chinese RAN market is expected to peak in 2021/2022 before decelerating in the outer part of the forecast period.
  • The sub-6 GHz spectrum continues to deliver the most compelling RAN economics. But the outlook for mmWave 5G NR remains favorable – the total mmWave market is projected to advance 3-fold between 2020 and 2026.
  • Global Massive MIMO growth prospects are expected to slow somewhat, reflecting challenging comparisons in some of the advanced Massive MIMO markets.
  • Small cell RAN revenues are projected to grow at a 5 percent CAGR, underpinned by healthy 5G growth.

About the Report

Dell’Oro Group’s Mobile RAN 5-Year Forecast Report offers a complete overview of the Mobile RAN industry by region – North America, Europe, Middle East & Africa, Asia Pacific, China, and Caribbean & Latin America, with tables covering manufacturers’ revenue and unit shipments for 5GNR, 5G NR Sub 6 GHz, 5G NR mmW, LTE, WCDMA, and GSM pico, micro, and macro transceiver base stations. The report also covers Open RAN, Virtualized RAN, small cells, and Massive MIMO. To purchase this report, please contact 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 www.delloro.com.

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About the Author

Stefan Pongratz

Vice President

Stefan Pongratz joined Dell’Oro Group in 2010 and is responsible for the firm’s Mobile RAN market and Telecom Capex research programs. While at the firm, Mr. Pongratz has expanded the RAN research and authored multiple Advanced Research Reports to ensure

Stefan Pongratz

Vice President

Stefan Pongratz joined Dell’Oro Group in 2010 and is responsible for the firm’s Mobile RAN market and Telecom Capex research programs. While at the firm, Mr. Pongratz has expanded the RAN research and authored multiple Advanced Research Reports to ensure

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