According to a report from Dell’Oro Group, the radio access network (RAN) market is on fire. The positive momentum that has characterized the RAN market since the upswing began in the second half of 2018 continued throughout 2020 and extended into the first quarter of 2021. The overall 2G-5G RAN infrastructure equipment market — including hardware, software and firmware, but excluding services — increased at a double-digit pace year-over-year during the first quarter of 2021, marking the fourth consecutive quarter of double-digit growth.
“The RAN market is firing on multiple cylinders right now,” said Stefan Pongratz, vice president and analyst at Dell’Oro Group. “Even with the elevated baseline, the pickup in RAN activity was fairly broad-based, underpinned by strong demand for mobile broadband, intense 5G deployments, a weakening U.S. dollar and growing modernization/swap investments.”
Initial estimates suggest that there were no major changes to the vendor positions; however, revenue shares were affected slightly in the first quarter, with both Ericsson and Samsung improving their respective RAN shares.
Huawei maintained its leadership position globally, partly driven by share gains in China.
The outlook for 2021 has been revised upward, with total RAN now projected to advance at a double-digit rate for a second consecutive year.
Dell’Oro Group’s RAN Quarterly Report offers an overview of the RAN industry, with tables covering manufacturers’ revenue, transceiver, macro cell, small cell base transceiver station (BTS) shipments, and open RAN for 5G new radio (NR) millimeter-wave, 5G NR sub-6 GHz and LTE. The report tracks the RAN market by region and includes market data for massive multiple input, multiple output (MIMO) antenna technology. The report includes a four-quarter outlook.
Dell’Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, networks and data center IT markets.
Source: Dell’Oro Group