Dell'Oro Expects No Growth in RAN Revenue This Year
Dell’Oro Group reported a general slowing in momentum in the radio access network market in Q4. The report downgraded its short-term revenue outlook, now expected to be flat in 2023, “as surging investments in India” are offset by a slowdown…
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in North America and China. “The results in the quarter further validate the reduced growth scenario we have discussed now for some time,” said Stefan Pongratz, Dell’Oro vice president. “At the same time, even if the gap between the early adopters and the laggards is generally smaller with 5G than it was with LTE, the state of 5G still varies significantly across the globe.” The firm said Huawei, Ericsson, Nokia, ZTE and Samsung were the top RAN suppliers in 2022, with Nokia and Samsung showing the most growth.