REDWOOD CITY, Calif.-The mobile infrastructure market is expected to grow in the low single digits through 2010, including 3-percent growth this year to $41.8 billion, according to new research from Dell’Oro Group.
Developing regions are expected to see continued infrastructure investments driven by subscriber growth during the next several years. In developed regions, the firm predicts sustained infrastructure investments boosted by upgrades to new technologies.
“While subscriber growth remains strong, especially in developing regions, the revenue opportunity for the infrastructure vendors appears to be more muted as the market moves from coverage-driven investments to more incremental capacity spending,” said Greg Collins, senior director of mobile infrastructure research at Dell’Oro Group. “We forecast that increases in W-CDMA revenues will more than slightly offset declines in GSM-based infrastructure. The CDMA market has matured such that it is prone to the ups and downs of upgrade cycles, but should see modest growth through the scope of our forecast.”
