モバイルラジオアクセスネットワーク(モバイルRAN）の四半期レポート

サマリー

米国調査会社デローログループ（Dell’Oro Group）の「モバイルラジオアクセスネットワーク(モバイルRAN） - デローログループ（Dell’Oro Group）の四半期レポート」は、モバイルラジオアクセスネットワーク（モバイルRAN）市場を深く洞察し、ベンダの市場シェアを基地局/ノードB(マクロ、スモールセル)と基地局制御装置（ラジオネットワークコントローラ）に区分して詳述しています。またGSM、CDMA、WCDMA、LTE、5G NRの技術毎に記載しています。メーカの収益、出荷（出荷数、トランシーバ、RF）、波長、平均価格の表のほか、基地局用のピコセル、マイクロセル、マクロセルなどの様々なフォームファクタ毎に記載しています。

主な掲載内容（目次より抜粋）

• 世界市場データ - モバイルラジオアクセスネットワーク（モバイルRAN）の収益、台数、平均販売価格
• ベンダデータ
  • モバイルラジオアクセスネットワーク（モバイルRAN）総計 - GSM+CDMA+WCDMA+WiMAX+LTE+5G NR
  • モバイルラジオアクセスネットワーク（モバイルRAN） - 地域（全体、北米、EMEA、欧州、MEA、アジア太平洋地域、CALA）
  • モバイルラジオアクセスネットワーク（モバイルRAN） - LTE
  • モバイルラジオアクセスネットワーク（モバイルRAN） - 5G NR
  • モバイルラジオアクセスネットワーク（モバイルRAN） - スモールセル

TOP

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:

• Technologies: 5G NR / Sub 6 GHz / Millimeter Wave, LTE / LTE TDD / LTE FDD, GSM, CDMA, WCDMA
• Regions:  North America, Europe, Middle East & Africa, Asia Pacific, and CALA (Caribbean and Latin America)
• RF Output power: Macro Cell  and Small Cell including Small Cell — Pico/Micro, and Small Cell — WCDMA, LTE, 5G NR
• Massive MIMO: LTE and 5G NR

The reports include tables showing manufacturers’ revenue, unit/transceiver/RF carriers shipped, and average selling prices.

目次

Table of Contents

Executive Summary

Significant Changes......1
Overview ..........1
Definitions........4
Vendor Product Maps.......5
Methodology.........7

Worldwide Tables – Mobile Radio Access Network (Mfg. Revenue, Units, Mfg. ASP)

Table 1: Worldwide Mobile Radio Access Network Market Total – GSM+CDMA+WCDMA+WiMAX+LTE+5G NR...1
Table 2: Worldwide Mobile Radio Access Network Market – LTE.....2
Table 3: Worldwide Mobile Radio Access Network Market – 5G NR.....4
Table 4: Worldwide Mobile Radio Access Network Market – 5G NR – Sub 6 GHz .......6
Table 5: Worldwide Mobile Radio Access Network Market – 5G NR – Millimeter Wave..8
Table 6: Regional Mobile Radio Access Network Markets – GSM+CDMA+WCDMA+WiMAX+LTE+5G NR ....10
Table 7: Regional Mobile Radio Access Network Markets – LTE.....11
Table 8: Regional Mobile Radio Access Network Markets – 5G NR.....12
Table 9: Worldwide Mobile Radio Access Network Market Total – BTS + BSC......13
Table 10: Worldwide Mobile Radio Access Network Market – Macro BTS......14
Table 11: Worldwide Mobile Radio Access Network Market – Macro Radios......15
Table 12: Worldwide Mobile Radio Access Network Market – Massive MIMO.......16
Table 13: Worldwide Mobile Radio Access Network Market – Small Cell – RF Output Power....17
Table 14: Worldwide Mobile Radio Access Network Market – Small Cell – Radio Interface ...18
Appendix 1: Foreign Currency Exchange Rate.......19

Vendor Tables

Mobile Radio Access Network Total – GSM+CDMA+WCDMA+WiMAX+LTE+5G NR

Worldwide – Total – Mfg. Revenue ......20
Worldwide – BTS Total – Mfg. Revenue, Units, Mfg. ASP.......21
Worldwide – Pico BTS – Mfg. Revenue, Units, Mfg. ASP....24
Worldwide – Micro BTS – Mfg. Revenue, Units, Mfg. ASP ....27
Worldwide – Macro BTS – Mfg. Revenue, Units, Mfg. ASP ....30

Mobile Radio Access Network – Regions (Total, North America, EMEA, Europe, MEA, APAC, China, CALA)

Total (GSM+CDMA+WCDMA+WiMAX+LTE+5G NR) – Mfg. Revenue......33
LTE – Mfg. Revenue ......42
5G NR – Mfg. Revenue ......51

Mobile Radio Access Network – LTE

Worldwide – Total – Mfg. Revenue ......60
Worldwide – eNode B Total – Mfg. Revenue, Units, RF Carriers, Mfg. ASP .......61
Worldwide – Pico eNode B – Mfg. Revenue, Units, RF Carriers, Mfg. ASP.....65
Worldwide – Micro eNode B – Mfg. Revenue, Units, RF Carriers, Mfg. ASP .....69
Worldwide – Macro eNode B – Mfg. Revenue, Units, RF Carriers, Mfg. ASP ....73

Radio Access Network (RAN) Market Reach New Record Levels, According to Dell’Oro Group

Ericsson and Nokia Gain Share Outside of China

REDWOOD CITY, Calif. – February 19, 2021 – According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, preliminary estimates suggest that the 2G-5G radio access network (RAN) market ended the year on a high note, with the full year 2020 revenues marking a new record since we started tracking the program in the year 2000.

“While we correctly identified the overall trajectory of the market going into the year and maintained the positive outlook even as the pandemic intensified and economists adjusted their GDP projections sharply downward,” said Stefan Pongratz, Vice President and analyst with the Dell’Oro Group. “We also need to recognize that we completely underestimated the magnitude and the breadth of the ascent in the fourth quarter and for the full year 2020, reflecting stronger than expected results in multiple regions,” continued Pongratz.

Additional highlights from the 4Q 2020 RAN report:

• Initial estimates suggest that vendor rankings remained stable between 2019 and 2020, while revenue shares were impacted to some degree by the state of the 5G rollouts in China and North America.
• Ericsson and Nokia maintained their No. 1 and No. 2 RAN revenues rankings excluding China. Both suppliers improved their RAN revenue shares outside of China, accounting for 35 percent to 40 percent and 25 percent to 30 percent of the overall RAN market, respectively.
• Huawei maintained its No. 1 ranking for the global RAN market, reflecting share gains in China.

About the Report

Dell’Oro Group’s RAN Quarterly Report offers a complete overview of the RAN industry, with tables covering manufacturers’ revenue, transceivers or RF carrier shipments, macro cell and small cell BTS shipments for 5G NR Millimeter Wave, 5G NR Sub 6 GHz, and LTE. The report tracks the RAN market by region and includes market data for Massive MIMO. The report also includes a four-quarter outlook.