Wednesday, July 15, 2015

Dell'Oro: RAN Infrastructure Market to Shrink by $11B between 2015-19

The RAN market is expected to decline at a CAGR of -2% between 2015 and 2019, while the cumulative RAN market during the five-year forecast period is expected to be $11 B lower than the comparative five-year period (2010 through 2014), according to a new report by Dell'Oro Group.

Some highlights:


  • Total LTE  market—macro and small cell—expected to double between 2013 and 2019
  • Total Small Cell market—including distributed radio systems—expected to grow more than ten-fold between 2014 and 2019.
  • About the Report 


"It is of some concern that we are still five years away from the first commercial 5G networks and worldwide LTE POP coverage is nearly 50 percent, whereas 3G coverage was less than 15 percent ten years ago, five years before the first 4G deployments materialized.  Nevertheless, we remain optimistic about the continued positive impact of LTE.  We believe that the long multi-band, multi-carrier, multi-layer, multi-feature, multi-application LTE roadmap will ensure steady LTE investments, even after the initial 4G peak coverage phase, to ensure a smooth transition toward VoLTE, LTE-A, and eventually 5G," said Stefan Pongratz, RAN analyst at Dell'Oro Group.

"The depth of the LTE roadmap will stimulate strong recurring upgrade/capacity business and even so if the total market does not generate significant topline growth, there should be room to improve margins as capacity and upgrades constitute a greater portion of total revenues," continued Pongratz.

http://www.delloro.com