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Technology Stocks : 5G Wireless and the Internet of Things (IoT)

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From: Eric L6/1/2020 9:28:21 PM
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Overall 2G-5G Radio Access Network (RAN) infrastructure equipment market in Q1 2020 (Dell’Oro) ...

Huawei, Ericsson, Nokia, ZTE, and Samsung accounted for more than 95 percent of the market.

>> RAN Market Returned to Growth in 1Q 2020, According to Dell’Oro Group

COVID-19 Not Expected to Curtail RAN Momentum

Dell’Oro Group
Press Release
Redwood CitY, Calif.
May 15, 2020

According to a recently published report from the Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, preliminary estimates suggest that the overall 2G-5G radio access network (RAN) infrastructure equipment market returned to growth in 1Q 2020, increasing at single-digit rate year-over-year(YoY), propelling the overall RAN market to advance in six of the last seven quarters.

“Market conditions in the quarter were in many aspects positive, as healthy end-user fundamentals and positive 5G momentum outweighed downward risks associated with the COVID-19 pandemic,” said Stefan Pongratz, Vice President at Dell’Oro Group. “While we continue to expect the worldwide market to grow at a healthy pace, regional risk profiles have changed with increase downward risks given the slowdown in the overall economy and upside risks prompted by potentially faster-than-expected 5G acceleration in China and Korea,” continued Pongratz.

Additional highlights from the 1Q 2020 RAN report:

• 5G NR comprised 20 percent to 40 percent of the overall RAN market.

• Massive MIMO radio shipments increased four-fold YoY with total installed base eclipsing 60 M transceivers.

• Indoor small cell growth slowed in the quarter – outlook remains favorable for full year 2020.

• Huawei, Ericsson, Nokia, ZTE, and Samsung accounted for more than 95 percent of the market.

• Huawei’s total RAN share improved, reflecting Huawei’s growing position in China.
Smaller RAN players continued to benefit from the ongoing shift toward Open RAN. <<

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Interview: Ranking the mobile network market 9(October 29, 2019)

Stefan Pongratz, Senior Director, Dell’Oro Group, discusses how the mobile infrastructure market is performing in 2019 and expectations for 2020. He discusses vendor rankings and how the industry should best “gear up” for a future 5G world.

5G in the North American Market: Trials, Misdirection, and Incompatible Technology ( February 27, 2020)

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- Eric L. -
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