RAN Market Growing at Rapid Pace Despite Challenges: Dell'Oro

The radio access market is likely to grow 10%-15% this year, due to investments in 5G, Dell’Oro Group said Wednesday. The market is “showing remarkable resilience in the face of various risks including the on-going pandemic, supply chain shortages, and export restrictions,” the group said. Huawei and ZTE lead deployments in China and Ericsson and Nokia outside of China. “The underlying long-term growth drivers have not changed and continue to reflect the shift from 4G to 5G,” new fixed wireless access and enterprise capital expenditures “and the transitions towards active antenna systems,” said Stefan Pongratz, vice president and analyst: “A string of indicators suggest this output acceleration is still largely driven by the shift from 4G to 5G, which continued at a torrid pace in the quarter, even as LTE surprised on the upside.” Dell’Oro said in a second report that revenue in the mobile core network market slowed to 6% percent year over year in Q2 after four quarters of double-digit growth. The group attributes that to indecision by providers, except in China, on moving to stand-alone 5G networks. The Asia Pacific region generated 70% of the revenue, the report said: The top five providers, in order, were Huawei, Ericsson, Nokia, ZTE and Mavenir.