5G Underperforming So Far, Dell’Oro Expert Says
5G so far has underwhelmed by many measures, Stefan Pongratz, Dell’Oro Group vice president, wrote Thursday. Global wireless carrier revenues increased at a 1% compound annual growth rate between 2010 and 2022, “implying that both 4G and 5G have fallen…
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short when it comes to this key metric,” Pongratz wrote. Fixed wireless access, one of the big use cases for 5G, isn’t new, but “the ability to offer 0.5 TB per month packages and position FWA as a fiber alternative instead of a DSL competitor is,” he wrote. He called FWA “a positive development.” The potential for private networks “is massive -- potentially worth tens of billions in annual revenues,” but the forecast is that private 5G networks will reach closer to $1 billion in revenues by 2027, he said.