Summary

A key finding from Analysys Mason's new report's Telecoms capex: worldwide trends and forecast 2017?2026' is that MNOs will share RAN on an unprecedented level in the 5G era, to reduce cost. That reduces the base station opportunity for vendors, but they can still increase revenue by targeting a new breed of 5G deployers, and by providing services and software that enable MNOs to maximise differentiation even on shared infrastructure.