Global RAN spend accelerates but core spend slows – Dell’Oro

Telecoms analyst firm Dell’Oro has published fresh numbers that show global 5G SA investment is not keeping pace with the radio access network rollout.
Dell’Oro has once more upgraded its outlook for the total RAN market, now projecting it to grow 10-15% this year. Within that the company noted increasing Balkanisation, with Huawei and ZTE gaining share in China, and Ericsson and Nokia gaining elsewhere. It also reckons Ericsson and Samsung increased their revenue shares outside of C