ORAN Market Contracting After Years of Growth: Dell'Oro
Open radio access network and virtualized RAN revenue declined in Q2, year over year, the first such contraction the Dell’Oro Group has seen since it started tracking these next-generation architectures in 2019, said a Tuesday report. Revenue increased in Europe…
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but not quickly enough to offset declines in Asia Pacific and North America, Dell’Oro said. “The vendor landscape remains mixed, as many Open RAN-focused suppliers are not thriving as they had hoped,” it said: “NEC experienced a material improvement in its Open RAN market share between 2022 and 1H23, whereas Mavenir’s Open RAN revenue share declined over the same period.” The slow-down isn’t a surprise, said Vice President Stefan Pongratz. “Projections for 2023 were more tempered, considering that it would take time for the early majority operators to balance out the more challenging comparisons with the early adopters who fueled the initial Open RAN wave,” he said. “This is the trend we are witnessing now -- growth decelerated in the first quarter and declined in the second quarter,” he said.