5-Year Forecast: Microwave Transmission & Mobile Backhaul Growth Ahead
We anticipate that the demand for Microwave Transmission equipment will increase for a number of years and that much of the growth will be from rising sales of E-band radios. We forecast E-Band radio transceiver shipments to grow at a compounded annual growth rate (CAGR) of nearly 30 percent.
5-Year Forecast: Optical Transport Market Reaches $18 Billion by 2025
Dell’Oro Group published an update to the Optical Transport 5-Year Forecast report in July 2021. Optical Transport Market Forecasted to Grow Through 2025 The Optical Transport market, largely driven by WDM equipment, is forecasted to increase in size annually for the next five years, reaching nearly $18 billion. This forecast update is unchanged from […]
5-Year Forecast: Mobile Core Network Market Revenues CAGR Projected at 3 Percent from 2020 to 2025
We just finished our Mobile Core Network (MCN) 5-year forecast (2020 to 2025). The MCN forecast includes 4G and 5G packet core, policy, subscriber data management network functions, and the IMS Core. We project the Mobile Core Network (MCN) to have a revenue compound annual growth rate (CAGR) of 3 % from 2020 to 2025.
Not all open RAN is the same — Industry Voices: Pongratz
Because at the end of the day, not all open RAN is the same, and capturing the share of the overall RAN market is only part of the story. This high level metric without context will not suffice to communicate the complete picture
Current State of Industry: Optical Transport DWDM Systems Equipment
“Very competitive” is the best way to characterize the Optical Transport DWDM equipment market. While it is a sizeable market, weighing in at $15 billion, there are about 20 systems manufacturers that actively participate in selling DWDM equipment and aggressively vie for market share. . That said, 90 percent of the market is held by only seven vendors, leaving 10 percent for the remaining vendors, and even among the top seven, the market share delta is large—25 percentage points between the largest and smallest vendor.
Flexible MAC Architecture (FMA) Is a Game-Changer for Cable
FMA opens the door to the true virtualization of cable access networks, supporting any number of use cases and any number of physical layer connections through the same disaggregated network functions. When cable operators faced a significant ramp in upstream bandwidth consumption in the early weeks of the COVID-19 pandemic, some had a difficult time being able to support that growth
Key Takeaway—1Q 2021 Total Telecom Equipment Market
We just wrapped up the 1Q21 reporting period for all the Telecommunications Infrastructure programs covered at Dell’Oro Group. Preliminary estimates suggest the overall telecom equipment market – Broadband Access, Microwave & Optical Transport, Mobile Core & Radio Access Network, SP Router & Switch – started the year on a high note, advancing 15% year-over-year (Y/Y) in the first quarter
US FTTH Demand Shows No Signs of Slowing
DOCSIS 4.0 already represents a fork in the road, with operators having a choice between Extended Spectrum DOCSIS and Full-Duplex DOCSIS. But, if the competition from fiber providers ramps up faster than the availability of DOCSIS 4.0 equipment, there could be another fork in the road for multi-system operators
Open RAN Revenues Up 5X in 1Q21
Open RAN investments surged in the first quarter of 2021. Preliminary estimates suggest total Open RAN revenues – including O-RAN and OpenRAN compatible macro and small cells radios plus baseband hardware and software – increased around five-fold year-over-year. The uptake is uneven. In this blog, we will discuss four Open RAN related key takeaways with the 1Q21 quarter including…
Huawei HAS 2021 RAN Takeaways
Huawei recently held its annual analyst event. Even though we were not able to attend in person, it was an informative event. Below we will discuss some of the RAN-related takeaways touching on 6 GHz and general FDD trends.
