The RAN market is headed down, says Dell’Oro.
Following the >40% rise between 2017 and 2021, RAN revenues stabilised in 2022, and are on target to decline sharply in 2023.
Market conditions are expected to remain challenging in 2024 as the Indian RAN market pulls back, though the pace of the global decline this year and for the remainder of the forecast period should be more moderate.
“MBB (Mobile Broadband)-based investments are now slowing and the upside with new growth areas including FWA and private wireless is still too small to change the trajectory,” says Dell’Oro vp Stefan Pongratz, “also weighing on the MBB market is the fact that the upper mid-band capacity boost is rather significant relative to current data traffic growth rates in some markets, which could impact the timing for capacity upgrades.”.
Worldwide RAN revenues are projected to decline at a 1% CAGR over the next five years.
AsiaPac is expected to lead the decline, while easier comparisons following steep contractions in 2023 will improve the growth prospects in the North America region.
5G-Advanced is expected to play an important role in the broader 5G journey, however, it is not expected to fuel another major capex growth cycle.
TRAN segments that are expected to grow over the next five years include: 5G NR, FWA, mmWave, Massive MIMO, Open RAN, private wireless, small cells, and Virtualized RAN.
Ericsson CEO B?rje Ekholm says the telcos’ mobile infrastructure investments are “unsustainably low”.
Abonnieren fuer regelmaessige Marktupdates.
Bleiben Sie auf dem neuesten Stand der Branchentrends, indem Sie unseren Newsletter abonnieren. Unser Newsletter ist Ihr Zugang zu erstklassiger Marktexpertise.
ChangXin Memory Technologies (CXMT), China's top DRAM supplier, is reportedly preparing to phase out DDR4 products for server and PC use by mid-2026. As the company pivots to DDR5 and high-bandwid
Japan's push to revive its semiconductor manufacturing is hitting speed bumps as major manufacturers expressed cautiousness over operation or expansion amid weak demand outside of AI.According to
The global semiconductor manufacturing industry entered 2025 with typical seasonal patterns. However, looming tariff threats and evolving supply chain strategies are expected to create atypical season
At the TSMC Technology Symposium 2025 on May 15 in Hsinchu, Taiwan, T.S. Chang, VP of Advanced Technology and Mask Engineering at TSMC, announced the company's accelerated fab expansion plans. Pre
Chinese listed semiconductor equipment and materials companies released their 2024 annual financial reports in late April, revealing strong revenue growth but a decline in overall profitability. Despi
The Semiconductor Industry Association (SIA) reports that global semiconductor sales reached USD 167.7 billion in the first quarter of 2025, marking an 18.8% increase compared to the same period last
