RAN Market Decline Expected Through 2028: Dell'Oro
Dell’Oro Group warned that radio access network revenue worldwide is declining and that this trend should continue through 2028. Global RAN revenue is projected to decline at a 2% compound average growth “as continued 5G investments will be offset by…
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rapidly declining LTE revenues,” Dell’Oro said last week. The Asia Pacific region is expected to lead declines. “It is not a surprise that there is rain after sunshine,” said Stefan Pongratz, vice president-RAN market research: “In addition to [mobile broadband]-based coverage-related challenges, this disconnect between mobile data traffic growth and the capacity boost provided by the mid-band, taken together with continued monetization uncertainty, is clearly weighing on the market.”