Friday, November 22, 2013

Dell'Oro: LTE RAN Market Advances, Nearly Offsetting Declines in GSM, WCDMA, CDMA

The LTE RAN market continued to grow at a rapid pace in 3Q13, nearly offsetting declining RAN technologies (GSM, WCDMA, CDMA), according to a new report from Dell'Oro Group.  After three quarters of consecutive year-over-year RAN growth, Dell'Oro Group estimates that the total RAN (2G, 3G, 4G, excluding TD-SCDMA and SP WiFi) market declined approximately one percent year-over-year in 3Q13.


"Even though growth is slowing down in some of the more advanced Mobile Broadband (MBB) markets, we are now seeing great demand for LTE in other markets, particularly Europe, with LTE RAN revenues more than doubling year-over-year", said Stefan Pongratz, Director of Mobile RAN research at the Dell'Oro Group.

Other highlights from the 3Q13 quarterly market share report:

  • Ericsson maintained its dominant position in LTE with a 15 point four-quarter trailing share lead over number two, Huawei.
  • Alcatel-Lucent passed NSN to take the number three spot in LTE RAN revenue share in the quarter.  NSN maintained the number three LTE position on a four-quarter trailing basis.
  • Total RAN market is expected to grow in 2014, as growth in China offsets declines in the U.S. and Japan.
  • Dell'Oro Group maintains an optimistic view of the Small Cell RAN market with small cell revenues expected to account for approximately one percent of total RAN revenues in 2014.

http://www.delloro.com