Stefan Pongratz

Vice President

The use of intelligence in the RAN is not new—both 4G and 5G deployments rely heavily on automation and intelligence to replace manual tasks, manage increasing complexity, enhance performance, and control costs. What is new, however, is the rapid proliferation of AI in both consumer and enterprise domains, along with a shifting mindset toward leveraging AI in cellular networks. More importantly, the scope of AI’s role is expanding, with operators now looking beyond efficiency gains and performance improvements, cautiously exploring whether AI could also unlock new revenue streams.

Given the growing interest in AI RAN, it is no surprise that definitions and interpretations of AI vary across the industry. As the ecosystem gains a deeper understanding of AI’s value in RAN, definitions and expectations will likely continue to evolve.

As the conversation about the implications for society as a whole is now moving to center stage, the timing is right to review how AI is likely to impact the RAN market, both directly and indirectly. In this report, we will focus on how AI can impact operators’ revenue, capex, and opex.

The report addresses such questions as:

  • What role will AI play in the RAN
  • How will AI impact the broader RAN market and carrier revenue/capex/opex
  • How big is the multi-purpose RAN opportunity?
  • Will AI change the mobile data traffic growth trajectory?
  • How much can AI boost RAN efficiencies?
  • How will AI be deployed in the RAN?
  • Could AI change the semi-conductor RAN landscape?
  • Will AI change the RAN vendor dynamics?