What's Happening?
The Radio Access Network (RAN) market has shown signs of recovery outside China, with three consecutive quarters of growth reported by Dell’Oro Group. This growth is driven by gains in Europe and the Middle East and Africa, which nearly balanced out declines in Latin America and Asia Pacific. Major players like Huawei and Ericsson continue to dominate the market, holding significant shares in North America and China.
Why It's Important?
The recovery of the RAN market outside China is crucial for global telecommunications infrastructure, indicating stabilization after years of contraction. This growth reflects regional divergence and highlights the competitive dynamics among leading vendors. The continued dominance of Huawei and Ericsson underscores the importance of strategic positioning in the global RAN market, impacting future investments and technological advancements.
What's Next?
Dell’Oro Group anticipates the RAN market will stabilize throughout 2025, without a sharp rebound. The ongoing adoption of 5G Standalone architecture and advancements in Multi-Access Edge Computing are expected to drive future growth. As the market evolves, vendors will need to adapt to changing dynamics and leverage emerging technologies to maintain competitive advantages.
