レポートについて
Dell'Oro Groupの「モバイルRANの四半期レポート」は、5G NR Sub-7 GHz、5G NR mmWave、LTE、マクロ基地局と無線、スモールセル、Massive MIMO、Open RAN、vRANを含む複数のRANセグメントのメーカーと市場収益を網羅した表で、RAN業界の完全な概要を提供しています。また、地域別のRAN市場を追跡し、4四半期の展望も掲載しています。
Dell’Oro Group publishes Mobile Radio Access Network quarterly reports containing in-depth market-level and detailed vendor market share information on the following RAN markets:
Segments: LTE, Sub 6 GHz 5G NR, Millimeter Wave 5G NR, Massive MIMO, Macro Cell, Small Cell, Open RAN
Regions; North America, Europe, Middle East & Africa, Asia Pacific, China and CALA (Caribbean and Latin America)
The reports include tables showing manufacturers' revenue, unit/transceiver shipped, and average selling prices.
REDWOOD CITY, Calif.
According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, preliminary findings reveal that market conditions continued to stabilize in the quarter. Following two years of steep declines, initial estimates show that total RAN revenues—including baseband, radio hardware, and software, excluding services—advanced for a third consecutive quarter outside of China in 2Q 2025.
“Our initial assessment confirms that the narrative we’ve been discussing for some time is now coming to fruition. Market conditions have continued to stabilize, resulting in growth for three consecutive quarters outside of China,” said Stefan Pongratz, Vice President of RAN market research at the Dell’Oro Group. “However, broader market sentiment remains subdued, and a rapid rebound is not anticipated. The industry acknowledges that short-term fluctuations are unlikely to alter the market’s generally flat long-term trajectory,” Pongratz added.
Additional highlights from the 2Q 2025 RAN report:
Growth in Europe, as well as the Middle East and Africa, nearly offset declines in the Caribbean and Latin America, as well as the Asia Pacific region.
RAN vendor dynamics are gradually shifting, driven by three major trends: the strong are getting stronger, laggards are not improving, and the market is becoming increasingly divided.
Ericsson and Huawei together accounted for more than 60 percent of the 1H25 market in North America and China, respectively.
The top 5 RAN suppliers, based on worldwide revenues for the trailing four quarters, are Huawei, Ericsson, Nokia, ZTE, and Samsung.
The short-term outlook remains unchanged, with total RAN expected to stabilize in 2025.
About the Report
Dell’Oro Group’s RAN Quarterly Report offers a complete overview of the RAN industry, with tables covering manufacturers’ and market revenue for multiple RAN segments including 5G NR Sub-7 GHz, 5G NR mmWave, LTE, macro base stations and radios, small cells, Massive MIMO, Open RAN, and vRAN. The report also tracks the RAN market by region and includes a four-quarter outlook.
