2021 Outlook Upgraded for RAN Market, According to Dell'Oro Group

Huawei/ZTE Gain Share in China

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Aug 25, 2021, 08:00 ET

REDWOOD CITY, Calif., Aug. 25, 2021 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, preliminary findings suggest the RAN market continued to operate at elevated levels in the second quarter, showing remarkable resilience in the face of various risks including the on-going pandemic, supply chain shortages, and export restrictions.

"The underlying long-term growth drivers have not changed and continue reflect the shift from 4G to 5G, new FWA and enterprise capex, and the transitions towards active antenna systems," said Stefan Pongratz, Vice President and analyst with the Dell'Oro Group. "At the same time, a string of indicators suggest this output acceleration is still largely driven by the shift from 4G to 5G, which continued at a torrid pace in the quarter, even as LTE surprised on the upside," continued Pongratz.

Additional highlights from the 2Q 2021 RAN report:

RAN rankings did not change – Huawei and ZTE were the No.1 and No.2 suppliers in China while Ericsson and Nokia maintained their No.1 and No.2 positions outside of China.
Revenue shares changed slightly - preliminary estimates suggest Ericsson and Samsung recorded revenue share gains outside of China, while Huawei and ZTE improved their positions in China.
The RAN market remains on track for a fourth consecutive year of growth. The short-term outlook has been revised upward – total RAN is now projected to advance 10 percent to 15 percent in 2021.

About the Report
Dell'Oro Group's RAN Quarterly Report offers a complete overview of the RAN industry, with tables covering manufacturers' revenue, transceiver, macro cell, small cell BTS shipments, and Open RAN for 5G NR Millimeter Wave, 5G NR Sub 6 GHz, and LTE. The report tracks the RAN market by region and includes market data for Massive MIMO. The report also includes a four-quarter outlook. To purchase this report, please contact us by email at [email protected].

About Dell'Oro Group
Dell'Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, networks, and data center IT markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions. For more information, contact Dell'Oro Group at +1.650.622.9400 or visit https://www.delloro.com.

SOURCE Dell'Oro Group