レポートについて
Dell’Oro GroupのモバイルRANの5年予測レポートは、北米、欧州、中東・アフリカ、アジア太平洋、中国、カリブ海・ラテンアメリカといった地域別にRAN市場の包括的な概要を提供し、5G NR、5G NR Sub 7GHz、5G NR mmW、LTE基地局のメーカー売上高と出荷台数を示す表を掲載しています。また、Open RAN、仮想化RAN、スモールセル、Massive MIMOについても取り上げています。
Dell’Oro Group publishes RAN 5-year forecasts offering a complete overview of the market with historical data from 2000 to the present. The forecasts provide a comprehensive overview of market trends and include tables covering revenue, shipments, and regional forecasts for various RAN segments:
Segments: LTE, Sub 7 GHz 5G NR, Millimeter Wave 5G NR, Massive MIMO, Macro Cell, Small Cell, Open RAN, Virtualized RAN
Regions: North America, Europe, Middle East & Africa, Asia Pacific, China, and CALA (Caribbean and Latin America)
REDWOOD CITY, Calif.
According to a newly published forecast report by Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, 5G has come a long way, but there is more work ahead. Worldwide Radio Access Network (RAN) revenues, excluding services, are projected to stay flat and reach $160 B in cumulative revenue over the 2025-2029 forecast period.
“After two consecutive years of steep declines that wiped out nearly $9 B of RAN equipment revenues globally, it is encouraging that market conditions are now stabilizing,” said Stefan Pongratz, Vice President for RAN market research at Dell’Oro Group. “At the same time, we should not get too excited and assume a swift recovery. Market conditions can fluctuate over the short term, partly due to the asynchronous nature of new technology deployments. However, these ebbs and flows don’t alter the fundamentals that shape the long-term trajectory,” continued Pongratz.
Additional highlights from the Mobile RAN 5-Year July 2025 Forecast Report:
Worldwide RAN revenues, excluding services, are projected to grow at a -1 percent CAGR over the next five years, as rapidly declining LTE revenues will offset continued 5G investments.
New technologies/architectures such as Open RAN, Cloud RAN, and AI RAN will play an important role going forward. But they are not expected to expand the RAN market.
The flat baseline scenario implies upside risks if non-traditional RAN growth vehicles— including FWA, private wireless, public safety/mission critical, and MBB expansion to support changing end user requirements—accelerate the market more than expected.
As the investment focus gradually shifts from coverage to capacity, one of the most significant downward risks is slowing mobile data traffic growth. Should mobile data traffic growth decelerate more than anticipated, and operators transition into a maintenance mode following the completion of 5G coverage, capex-to-revenue could decline more sharply than currently projected.
5G-Advanced positions remain unchanged. The technology will play an essential role in the broader 5G journey. However, 5G-Advanced is not expected to fuel another major capex cycle. Instead, operators will gradually transition their spending from 5G towards 5G-Advanced within their confined capex budgets.
RAN segments that are expected to grow over the next five years include 5G NR, FWA, mmWave, Open RAN, vRAN, private wireless, small cells, Massive MIMO, and AI RAN.
About the Report
Dell’Oro Group’s Mobile RAN 5-Year Forecast Report offers a complete overview of the RAN market by region – North America, Europe, Middle East & Africa, Asia Pacific, China, and Caribbean & Latin America, with tables covering manufacturers’ revenue and unit shipments for 5G NR, 5G NR Sub 7 GHz, 5G NR mmW, and LTE base stations. The report also covers Open RAN, Virtualized RAN, small cells, and Massive MIMO.
