Massive 5G Investments Forecast to Improve Mobile RAN Market, According to Dell’Oro Group

REDWOOD CITY, Calif., Jan. 29, 2018 -- 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, massive 5G investments are expected to improve the overall Mobile Radio Network (RAN) market. 5G New Radio (NR) is expected to drive robust growth over the forecast period.

“The combination of the successful completion of the first 5G NR standard, accelerated 5G roadmaps in China, and more operators coming to terms with the fact that the eMBB use case is enough to justify the 5G NR business case form the basis for the renewed optimism about the potential RAN growth in the outer part of our forecast,” said Stefan Pongratz, Senior Director at Dell’Oro Group. “While we are not suggesting that 5G will fix the underlying demand challenges that characterize the industry, capital intensities have a tendency to deviate from the norm during the coverage phase and it is highly probable that there will be some aberrations in the capex/revenue ratio towards the outer part of the forecast as operators accelerate their 5G NR investments,” continued Pongratz.

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

• This is first Mobile RAN forecast report published in nearly seven years showing a positive five year compound annual growth rate, reflecting healthy growth in 2021 and 2022.
• Macro 5G BTS shipments will eclipse LTE macro BTS shipments by 2022.
• Small Cell RAN market projected to approach a fifth of total RAN by 2022.

About the Report
Dell’Oro Group’s Mobile RAN 5-Year Forecast Report offers a complete overview of the Mobile RAN industry, macro and non-residential small cells, with tables covering manufacturers’ revenue, transceivers or RF carrier shipments, unit shipments for base station controllers, and base transceiver stations for 5G/LTE/LTE FDD/LTE TDD/WCDMA/GSM/CDMA/WiMAX including 5G splits by centralized and distributed architectures and spectrum types - sub 6 GHz and millimeter wave.  To purchase this report, please contact Matt Dear at +1.650.622.9400 x223 or email [email protected].

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.