Dell’Oro Group’s RAN 2030 Advanced Research Report hints at long-term growth in the RAN market, suggesting investments could surpass $40 billion by 2030. Despite challenges like short-term boosts due to new technologies, infrastructural opportunities in Fixed Wireless Access and private networks might augment growth. The report also anticipates macro RAN deployments leading the 6G era. However, the analysis remains mindful of potential obstacles clouding this optimistic outlook.
At the Global Mobile Broadband Forum 2023, Ken Hu of Huawei underscored the impressive growth of 5G networks worldwide, signaling a transformative shift. With 260 5G networks serving almost half the global population, 5G is identified as the catalyst of synergistic growth in the B2B market. However, realization of its full potential will base on consistent network investment, as reiterated by Bruce Lam—CEO, Consumer, at Hong Kong Telecommunications.
Explore EE’s new ‘everything app’, aiming to centralize device sales and manage subscriptions. This all-encompassing platform offers the ability to purchase gaming accessories or trade devices. Alongside this, EE has introduced enhanced broadband and mobile packages, and a focus on personalized customer service. As the company confidently adjusts to its innovative role within the telecommunications landscape, competitors are left needing to pick up the pace.
Huawei champions the development of 5.5G technology, anticipating significant steps in network infrastructure. Advocating for evolution and readiness, Huawei focuses on 5G-Advanced as a cornerstone of future telecom progression. However, global implementation poses challenges, with promising 5G speeds needing considerable network densification and negative trends in capital expenditure. As such, Huawei and other vendors are pivoting to cater to the enterprise market, favouring an immersive approach in changing market needs, instead of simply relying on network infrastructure investment.
The European Commission is urging member states to conduct shared risk assessments in key tech realms including advanced semiconductors, AI, quantum tech, and biotech. Amidst the cloud of geopolitical tech skirmishes, EU stands poised to protect sensitive technologies and is resolved not to preemptively decide on any corrective measures. Only time will reveal the Commission’s next steps after risk assessments.
The UK’s communications regulator, Ofcom, has finalized plans to auction off mmWave spectrum for mobile services, with an eye on potential effects a pending Vodafone/Three UK merger might have. This move underscores the regulatory body’s diligent efforts to enhance 5G spectrum allocations, allocating citywide licenses to 68 major UK locations. Despite the anticipated delay due to the merger’s evaluation, Ofcom plans to award licenses on a first-come, first-served basis in less densely populated areas, promising a balanced landscape for both telecom giants and early adopters.
China’s immense 5G market pulses with new additions, logging nearly 17 million subscribers in August as migrations to advanced telecommunications networks grow. Still, this uptake signifies a dampening speed, attributed to the top trio: China Mobile, China Unicom and China Telecom, seeing a fall in new users compared to prior months. Abstract figures of network utilization and the quality of reception, however, leave much to be unraveled. The niche player, China Broadnet, despite a recent debut, experiences stiff competition, highlighting the difficulty of penetration amidst dominant forces.
Telecom operators tapping into satellite partnerships could see a tremendous financial boost, as Juniper Research predicts a revenue uplift of US$17 billion from 2024 to 2030. With reliable geostationary orbit satellites from operators like SES and Intelsat, these partnerships promise dependable connectivity and advanced billing infrastructure to a broad customer base. Significant advancements are expected within the satellite-based 5G network landscape, transforming coverage, throughput, and resilience.
Apple’s pursuit of self-reliance in 5G technology is put to the test as it continues its reliance on Qualcomm’s Snapdragon 5G Modem‑RF Systems till 2026. Despite acquiring Intel’s modem segment after a failed business collaboration, Apple’s efforts to create an in-house 5G modem cast doubt on its separation from Qualcomm. The competition intensifies with Huawei’s claim of a successful 5G modem design, amidst the encroaching discussions on 6G technology.
Notable declines in Open RAN and vRAN revenues for Q2 2023 have been reported by Dell’Oro, suggesting a potential year-on-year reduction if trends continue. While shrinkage was notable across the Americas and the Asia Pacific region, Europe continues to enjoy growth. Nevertheless, the overall RAN market lacks significant growth, making future predictions challenging about these emerging technologies’ share when 6G becomes widespread.
