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Dell’Oro Group revises Open RAN and vRAN forecast upward

The market research firm cited a higher-than-expected starting point for the Open RAN and vRAN markets, as well as improved momentum Dell’Oro Group has revised its forecast for near-term Open RAN and virtualized RAN (vRAN) projections upward. According to the firm’s Vice President and Analyst...

‘Below expectations’ – near-term private LTE and 5G forecasts adjusted down, again

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...

Well, technically… the answer is somewhere in the middle (Ep. 65): Dell’Oro Group’s Tam Dell’Oro

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 networking and security spend tops $4 Billion, says Dell’Oro Group

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...

‘Users will bypass Wi-Fi 6E in favor of Wi-Fi 7’: Tam Dell’Oro on Wireless LAN forecast

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,...

Slow 5G SA adoption hits mobile core network growth: Study

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 revenues are ‘negligible’ but improving: Dell’Oro

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...

5G mmWave slowdown not impacting forecast (Analyst Angle)

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...

Open RAN revenues could surpass proprietary RAN revenues by 2025: Dell’Oro Group

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...

Despite trial activity, many operators hesitant on transition to standalone 5G: Dell’Oro Group

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...

‘Rather large’ – 2025 private LTE/5G RAN revenues to top $2bn, rising on China surge

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...

The present and future of network automation

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...

Dell’Oro expects double-digit Open RAN growth

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...

Four CBRS predictions

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...

CBRS investments accelerate in 1Q20–adds confidence to forecast (Analyst Angle)

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...

Wi-Fi 6E to lift 2021 wireless LAN market (Analyst Angle)

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...

Virtualization, subscriber saturation to limit broadband access equipment growth: Report

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...

Dell’Oro Group: Open RAN ‘value narrative is morphing’

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...

Amid mixed wireless LAN market results, Wi-Fi 6 boosts sales

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...

The 5G vision holds steady while the forecast adapts (Analyst Angle)

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....

Analyst Angle: 5G to dominate marketing—LTE to dominate capacity

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 and Measurement: The three big test trends at MWCA

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...

Analyst Angle: 4 key takeaways of a T-Mobile and Sprint Merger

  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...

Network architectures for outdoor small cells

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...