RAN Misses Estimates in 1Q 2022, According to Dell'Oro Group

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May 19, 2022, 08:00 ET

Samsung and Fujitsu Gained Share

REDWOOD CITY, Calif., May 19, 2022 /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 positive momentum that has characterized the RAN market over the past four years extended into the first quarter. However, external challenges, including Covid-19 restrictions and supply chain disruptions, taken together with more challenging year-over-year comparisons, impacted the growth rate. Preliminary estimates suggest that the overall 2G–5G RAN infrastructure equipment market—including hardware, software, and firmware—increased at the slowest pace in more than two years.

"Even with the RAN results now coming in below expectations two quarters in a row, it is important to keep in mind that it is still early days in the broader 5G cycle and fundamentals remain healthy", said Stefan Pongratz, Vice President at Dell'Oro Group. "We have not made any major adjustments to the aggregate forecast and still expect the broader RAN market to record a fifth consecutive year of growth in 2022, underpinned by elevated investments in North America, Europe, and China," continued Pongratz.

Additional highlights from the 1Q 2022 RAN report:

Top 5 suppliers in the quarter include Ericsson, Huawei, Nokia, ZTE, and Samsung.
Ericsson, Nokia, Huawei, and Samsung lead outside of China while Huawei and ZTE continued to dominate the Chinese RAN market.
Non-top 5 suppliers collectively gained around 2 percentage points of share in 1Q 2022.

About the Report

Dell'Oro Group's RAN Quarterly Report offers a complete overview of the RAN industry, with tables covering manufacturers' and market revenue for multiple RAN segments including 5G NR Sub-6 GHz, 5G NR mmWave, LTE, macro base stations and radios, small cells, Massive MIMO, Open RAN, and vRAN. The report also tracks the RAN market by region and 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, enterprise networks, data center infrastructure, and network security 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