Mobile Radio Access Network (RAN)

Stefan Pongratz

Vice President

Mobile data traffic continues to grow at an unabated pace. Equipment suppliers continue to push the technology envelope to ensure service providers can manage the data growth and improve speed/coverage/capacity/quality of their networks. At the same time, operator revenue growth has flattened out, spurring operators to seek new revenue opportunities. The constantly changing and increasingly demanding end-user expectations in combination with the search for growth present opportunities and challenges for incumbent RAN suppliers and new entrants.

To address on-going changes both from a supply and demand perspective, component manufacturer, equipment vendors, service providers, and financial institutions need to answer critical business questions including:

Where are we in the 4G to 5G transition?
What type of 5G is dominating the investment mix?
Is there a business case for 5G beyond Mobile Broadband (MBB)?
Will adoption happen at a faster or slower pace than previous technology shifts?
What are the use cases that will characterize the market over the next five years?
How will the architecture change?
How will adoption vary by region?
How will 5G impact the mix between small cells and macro base stations?
Will virtualized RAN impact the market over the near-term?
Will Open RAN and vRAN play important roles before 6G?
How will the rise of Massive MIMO impact future growth prospects?
Will mmWave revenues comprise a significant share of the 5G capex over the next five years?
How will 5G impact the overall infrastructure market?
How is 5G impacting RAN revenue shares?
Who are the leading RAN suppliers and how are new opportunities impacting the RAN dynamics?

To answer these and other important questions, Dell’Oro Group delivers both quarterly reports and 5-year forecasts on the RAN market.