Search Results for: China 5G
Dell’Oro: Global telecom CAPEX declined 10% YoY in 1st half of 2024
According to a recent report by Dell’Oro Group, telecom operators are now scaling back their investments in 5G and fixed broadband technologies. Of course, that’s nothing new as telco CAPEX has been declining for quite some time (see References below). Preliminary Dell’Oro findings show that the more challenging conditions that shaped the second half of 2023… Read more
Dell’Oro: Abysmal revenue results continue: Ethernet Campus Switch and Worldwide Telecom Equipment + Telco Convergence Moves to Counter Cable Broadband
Dell’Oro Group recently reported that: 1. 2Q 2024 worldwide Ethernet Campus Switch revenues contracted year-over-year for the third quarter in a row. Ethernet campus switch sales hit an all-time high in 2Q 2023 and a year later, vendors are suffering in comparison. “We expect another year-over-year contraction in sales next quarter, in 3Q 2024,” said… Read more
Dell’Oro: Private RAN revenue declines slightly, but still doing relatively better than public RAN and WLAN markets
Dell’Oro Group reports that Private Wireless Radio Access Network (RAN) revenue growth slowed slightly in the second quarter on a year-over-year basis relative to the ~40 percent increase in 2023. Still, the tapering is in line with expectations and private wireless is performing significantly better on a relative basis than both public RAN and enterprise… Read more
Japan to support telecom infrastructure in South Pacific using Open RAN technology
Japan’s government and private sector will offer support for telecommunications infrastructure in Pacific island countries, starting with a data center and telecom project in Palau, in an effort to improve the security of vital networks connecting Asia and North America. The initiative will be led by Japan’s Ministry of Internal Affairs and Communications and is… Read more
Huawei’s First-Half Net Profit Rose on Strong Smartphone Sales, Car Business
Huawei Technologies Co.’s revenue grew for the sixth straight quarter as its smartphones gained significant market share in China. Net profit climbed 18% in the first half of the year, thanks to strong smartphone sales and robust growth in its car business. Huawei reports a handful of unaudited financial figures throughout the year and releases… Read more
Dell’Oro: RAN market still declining with Huawei, Ericsson, Nokia, ZTE and Samsung top vendors
RAN market conditions continued to remained challenging in the second quarter despite some faint signs of improvements. Dell’Oro estimates that the overall 2G–5G Radio Access Network (RAN) market—including baseband plus radio hardware and software, excluding services—declined at a double-digit rate for a fourth consecutive quarter in 2Q24. The results in the second quarter were mostly… Read more
ZTE reports H1-2024 revenue of RMB 62.49 billion (+2.9% YoY) and net profit of RMB 5.73 billion (+4.8% YoY)
China’s ZTE reported a 2.9% rise in total revenue to RMB62.5 billion ($8.76 billion), with net profit attributable to holders of ordinary shares of the Hong Kong listed company at RMB 5.73 billion, up 4.8% year-over-year (YoY). The biggest growth surge was in the corporate and government unit, which boosted revenue by 56% to RMB9.2… Read more
Nokia’s 760 global private networking contracts are mostly 4G-LTE Advanced
Backgrounder: Private Wireless Radio Access Network (RAN) revenue growth slowed in the fourth quarter of 2023 on a year-over-year basis. However, full-year revenues accelerated by approximately 40% in 2023, propelling private wireless to comprise around 2% of the overall RAN market. “Private wireless RANs are now growing at a formidable pace, in contrast to public… Read more
Highlights of FiberConnect 2024: PON-related products dominate
The Fiber Broadband Association’s flagship conference, FiberConnect 2024, concluded July 31, 2024, in Nashville, Tennessee. It featuring 275 speakers and 286 exhibitors in the Expo Hall, with about half the attendees from operators and half representing vendors. The show provided a great opportunity to gauge the pulse of the fiber based broadband industry in North… Read more
Highlights of Dell’Oro’s 5-year RAN forecast
Market conditions remain challenging for the broader RAN market. Following the 40% to 50% ramp between 2017 and 2021, the RAN market has been declining since then. These trends are expected to prevail throughout the forecast period. However, the pace of the decline should moderate somewhat after 2024. “It is not a surprise that there… Read more