What's Happening?
Dell’Oro Group forecasts a significant increase in 6G-related RAN capital expenditures beginning around 2030. The report suggests that 6G deployments will account for 55-60% of total RAN investments between
2029 and 2034, driven by Massive MIMO systems in Sub-7GHz and cmWave spectrum. Despite a flat RAN market, the anticipated 6G capex ramp reflects potential growth in wireless infrastructure.
Why It's Important?
The projected 6G capex surge highlights the industry's shift towards next-generation wireless technologies, which could redefine network capabilities and service offerings. This development may impact telecom operators, equipment manufacturers, and related sectors, influencing investment strategies and technological advancements. The focus on 6G underscores the importance of innovation in maintaining competitive advantage.
What's Next?
Telecom operators and industry stakeholders will prepare for the 6G transition, potentially accelerating research and development efforts. The timeline for 6G deployment may depend on market readiness and technological advancements, with implications for global connectivity and digital transformation.
