Friday, July 15, 2022

Dell’Oro: Private wireless market tracking below expectations

Private wireless radio access network (RAN) shipments and revenues are again coming in below expectations, resulting in another markdown, according to a newly published forecast report from Dell'Oro Group.

“We have not made any changes to the potential market calculations and still estimate private wireless is a massive opportunity,” said Stefan Pongratz, Vice President at Dell’Oro Group.  “At the same time, the message we have communicated for some time still holds – we still envision the enterprise and industrial play is a long game. This taken together with the fact that the standalone LTE/5G market is developing at a slower pace than previously expected forms the basis for the near-term downgrade,” continued Pongratz.

Additional highlights from the Private Wireless Advanced Research Report:

  • Private wireless projections have been revised downward to reflect weaker than expected progress with private wireless LTE and 5G small cells.
  • Total private wireless RAN revenues, including macro and small cells, are projected to roughly double between 2022 and 2026.
  • Standalone private LTE/5G is now expected to account for a low single-digit share of the total RAN market by 2026.

https://www.delloro.com/news/private-wireless-forecast-adjusted-downward/