Dell’Oro Group who keep an keen eye on the infrastructure market reported a small contraction in 4G and 5G radio access equipment sales in 2Q 2022. This is likely due to supply chain disruptions, deteriorating economic conditions and trade embargoes.
The largest world market in China is dominated by Huawei and ZTE who have 90-95% while the market outside China is mainly served by Huawei, Ericsson, Nokia, ZTE, and Samsung with Ericsson having the largest share at 39%. Both Nokia and Samsung are however gaining RAN equipment supply market share outside of China.
Not to be excessively concerned however as Dell’Oro still predicts that RAN sales will record growth for the full year 2022 for the fifth consecutive year.
GSMA in their 2020 Global Mobile Trends has their historic data and predictions for total mobile network CAPEX through to 2025 below. As expected the CAPEX is dominated by 5G and it shows the increasing CAPEX and the relatively high CAPEX to Revenue ratio resulting from the focus on 5G roll-out.
