RAN Still Slow but Stronger Than Expected in 1Q 2023

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Update time : 2023-05-23 10:08:16
“Despite lackluster topline growth, the quarter was actually very interesting both from a regional and supplier perspective,” said Stefan Pongratz, Vice President at Dell’Oro Group. “Not surprisingly, growth is now transitioning away from the advanced markets towards the slower-to-adopt 5G markets. But the speed of this shift was perhaps a bit surprising as the pendulum swung drastically towards the positive in India while the North American RAN market performed much worse than expected.  And from a supplier perspective, vendor rankings were, for the most part, stable in the quarter. Vendor revenue shares, however, were impacted by the vastly different growth trajectories across the suppliers,” continued Pongratz.
Additional highlights from the 1Q 2023 RAN report:
Top 5 RAN 1Q 2023 RAN suppliers include Huawei, Ericsson, Nokia, ZTE, and Samsung.
Top 4 RAN 1Q 2023 RAN suppliers outside of China include Ericsson, Nokia, Huawei, and Samsung.
Nokia recorded the highest growth rate among the top 5 suppliers, while Ericsson and Samsung both lost some ground in the first quarter.
The report also shows that Nokia’s RAN revenue share outside of China has been trending upward over the past five quarters.
The Asia Pacific RAN market has been revised upward to reflect the higher baseline in India.



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