RAN Is on Fire

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Update time : 2021-04-15 15:57:00
“The RAN market is firing on multiple cylinders right now,” said Stefan Pongratz, Vice President and analyst at Dell’Oro Group. “Even with the elevated baseline, the pickup in RAN activity was fairly broad-based, underpinned by strong demand for mobile broadband, intense 5G deployments, a weakening US Dollar, and growing modernization/swap investments,” continued Pongratz.

Additional highlights from the 1Q 2021 RAN report:

Initial estimates suggest that there were no major changes to the vendor positions; however, revenue shares were impacted slightly in the first quarter, with both Ericsson and Sangsung improving their respective RAN shares.
Huawei maintained its leadership position globally, partly driven by share gains in China.
The outlook for 2021 has been revised upward – with total RAN now projected to advance at a double-digit rate for a second consecutive year.