“The asynchronous nature of the 5G rollouts is in this case helping to cushion some of the blow in the US, though clearly not enough,” said Stefan Pongratz, Vice President for RAN market research at Dell’Oro Group.

Despite the current uncertainties and skepticism about the telecom and RAN industry, the long-term perspective on the RAN market remains unchanged. Operators’ assets are crucial for meeting the evolving connectivity needs of consumers and businesses. In the initial stages of 6G deployment, macro RAN deployments are expected to dominate, learn more

“The demand for coherent technology is expanding,” stated Jimmy Yu, Vice President for Optical Transport market research at Dell’Oro Group.