Analyst house Dell’Oro Group has adjusted down its near-term forecast for the private LTE and 5G market. It said its calculations show that radio access network (RAN) shipments and revenues are “again coming in below expectations, resulting in another markdown”. The market will roughly...
Founder and CEO of Dell’Oro Group Tam Dell’Oro provides insight into the ongoing supply-chain constraints impacting the entire technology industry and weighs in on when we can expect things to go back to normal.
SASE combines network security functions together with principles of SD-WAN
According a new Dell’Oro Group report, the Secure Access Service Edge (SASE) market saw a 37% growth in 2021, fueled mainly by the convergence of WAN enterprise networking and security. As a result, stated the...
Dell'Oro CEO says all the signals are pointing to Wi-Fi 7 as the important enterprise upgrade
In a conversation with RCR Wireless News, Dell’Oro Group founder and CEO Tam Dell’Oro expressed that while she has “huge expectations for 6 GHz spectrum,” it's not Wi-Fi 6E,...
Research company Dell’Oro Group noted in a new forecast report that growth in the global mobile core network markeT (MCN) was being impacted by slow deployments of 5G Standalone (SA) by mobile carriers.
According to the report, worldwide MCN 5-year growth is forecasted to grow...
Private 5G network revenues are still a tiny fraction of the overall revenues in the telecom network market, but activity is on the rise and companies around the world are reporting hundreds of engagements with companies to deploy such networks, according to new analysis.
In...
Following two years of exponential growth, preliminary estimates suggest total 5G NR RAN millimeter (mmWave) revenue growth – including radio and baseband but excluding services – stabilized in the second quarter as the overall revenues were nearly flat on a year-over-year (YoY) basis, reflecting...
Operators are focused on leveraging Open RAN to lower per-site TCO, according Dell'Oro Group VP
Telecoms industry analyst Stefan Pongratz, vice president of the Dell'Oro Group, this week told attendees to the Open RAN Forum that as operators connect radio site total cost of...
With the exception of China, indecisiveness on the move to standalone 5G is slowing mobile core network market growth
In a research report published today, the Dell'Oro Group found that operators are hesitant about the move from non-standalone 5G to standalone 5G which is impacting...
Global revenues from the sale of radio equipment for private LTE and 5G networks will top $2 billion by 2025, with the balance tilting towards 5G by the end of the forecast period, according to telecoms research firm Dell'Oro Group. Revenues from private 5G...
As 5G continues its evolution toward broad digital enablement of the enterprise, the proliferation of artificial intelligence and machine learning in networks will be a crucial part of service provider strategies. For infrastructure, increasingly automated deployment, configuration and management accelerates time-to-revenue as closed technology...
Over the new few years, Open RAN worldwide revenues are expected to grow at double-digit rates, according to Dell'Oro Group. The analyst firm forecasts in a new report that cumulative Open RAN investments – including hardware, software, and firmware, but not services -- will...
The Citizens Broadband Radio Service has a lot going for it: a 150-megahertz slice of midband spectrum, a substantial device and equipment ecosystem and early commercial deployments that were given a full go-head by the Federal Communications Commission in January of this year. But...
Preliminary estimates suggest 1Q20 CBRS RAN revenues were in line with expectations, accounting for 1% to 3% of the overall 1Q20 North American RAN market. Even if the regulatory process has taken significantly longer than expected, the results are encouraging given that the ICDs...
The year 2020 will certainly go down in history as a remarkable one for Wi-Fi, as the industry is being awarded massive increases in spectrum.
On April 23, the U.S. FCC voted to make available 1,200 megahertz of spectrum in the 6 GHz band for...
The broadband access equipment market will decrease with a 2% CAGR from 2019 to 2024
According to the Dell’Oro Group Broadband Access 5-Year Forecast Report, the cable broadband access equipment market will decrease with a 2% CAGR from 2019 to 2024. The report suggests that...
Initially open RAN value prop hinged on lower TCO
The dominant open RAN talking points focus on leveraging open interfaces and general purpose hardware to lower total cost of ownership while providing operators the ability to mix-and-match at radio sites while fostering competition in a...
Soft Wireless LAN market results caused analysts to ask: is this the calm before the storm?
The wireless LAN market showed mixed results in the second quarter of 2019, according to a recently published report by Dell’Oro Group. In a press release, the Dell’Oro Group...
With 5G NR now a reality and preliminary estimates indicating that 5G NR comprises a tangible portion of the overall RAN market, some reflection to better assess how the vision and projections have changed as the 5G narrative has evolved is now in order....
In addition to the typical location asymmetries between data consumption and mobile infrastructure investments that characterized the first part of the LTE cycle (Figure 1), differing spectrum assets among the US operators coupled with the resiliency of the LTE standard form the basis for...
Test trends at MWCA were dominated by 5G
It was a busy week for test companies at Mobile World Congress Americas, and while one subject -- 5G testing -- dominated the demos, it wasn't the only area of focus.
The three big test trends from MWCA...
There are four preliminary key takeaways with the T-Mobile and Sprint merger including 1) improved 5G momentum 2) capex synergies 3) three healthy players could be a positive 4) the deal will likely happen
The new company would increase the 5G momentum in the US...
Small cells are one of the fastest-growing parts of the wireless infrastructure market, with year-over-year shipment growth of at least 50% for each of the last four years, according to the analysts at Dell'Oro Group. Carriers deploy small cells indoors and outdoors, and also...
Ericsson highlighted a number of industry trends at its latest Capital Markets Day, including expectations of broad 5G deployments.
From a mobile broadband industry perspective, there were several key takeaways from Ericsson’s Capital Markets Day held today in New York including:
•...
