Sunday, November 5, 2023

Dell’Oro: RAN Investments to Top $0.4 Trillion by 2030

After growing at a 2% CAGR in the 4G era, global RAN revenues are projected to increase at a 1% CAGR  between 2020 and 2030. The base case scenario is built on the assumption that RAN revenues peaked in 2021 and will continue to trend downward before picking up momentum in the outer part of the forecast period. 

Despite the current uncertainties, Dell'Oro Group remains optimistic about the long-term growth prospects of the RAN market. The report highlights the importance of operators' assets in addressing evolving connectivity needs, while also discussing emerging opportunities such as Fixed Wireless Access (FWA) and private wireless.

Key Messages:
- RAN investments are projected to surpass $0.4 Trillion by 2030
- Macro RAN deployments will dominate the first 6G wave
- Cloud RAN expected to play a leading role with 6G
- Small cells to comprise approximately 15% of the 2030 RAN market

https://www.delloro.com/news/ran-investments-to-top-0-4-trillion-by-2030/