Dell'Oro Sounds Warning on Worldwide RAN Market
The radio access network market faces a contraction worldwide, Dell’Oro Group warned Thursday. The RAN market “is done expanding for now,” the report said: “Following the 40 percent to 50 percent ascent between 2017 and 2021, RAN revenues flattened out…
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in 2022 and these trends extended to 1Q 2023.” Global RAN is projected to decline at a 1% compound annual growth rate over the next five years, Dell’Oro said. “Even if it is early days in the broader 5G journey, the challenge now is the comparisons are becoming more challenging in the more mature 5G markets and the upside with the slower-to-adopt 5G regions is not enough to extend the growth streak,” said Stefan Pongratz, Dell’Oro vice president: “Meanwhile, growth from new revenue streams including Fixed Wireless Access and enterprise LTE/5G is not ramping fast enough to change the trajectory. With 5G-Advanced not expected to trigger a new capex cycle, the question now is no longer whether RAN will grow. The question now is, rather, how much will the RAN market decline before 6G comes along?”