Dell'Oro Remains Downbeat on Outlook for RAN Market
Dell’Oro Group predicted total radio access network revenue will trend downward until 2029, as the RAN market undergoes “a second consecutive year of steep declines.” While “the pace of decline is expected to moderate after 2024, downward pressure is likely…
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to persist until 6G becomes a reality,” Dell’Oro warned last week: “The overpromising of 5G and its inability to significantly alter the flat revenue trend among operators are fueling increased skepticism regarding the need for substantial investments in new technologies.” Some skepticism is “warranted,” said Stefan Pongratz, vice president-RAN and telecom capital expenditures research at Dell’Oro. Operators invested more than $2 trillion in wireless networks “between 2010 and 2023 to build out 4G and 5G, yet revenues remain flat,” he said.