Industry News
Q1'25 Global RAN Market Flat Year-on-Year
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Author : JIUZHOU
Update time : 2025-05-23 15:13:06
The global RAN market stopped declining for the first time in the first quarter of 2025. Growth in North America helped balance the decline in other regions. However, overall growth is still constrained by 5G coverage imbalance and slowing traffic growth. It is expected that global RAN revenue will remain stable in 2025.
A recent report from a group shows that the global wireless access network market stopped declining. After two years of sharp drops, it remained stable in the first quarter of 2025.
Strong growth in North America helped balance the decline in other regions. These regions include China, Latin America, and the Middle East and Africa. However, the basic market conditions have not improved.
The vice president of a research group pointed out:
"The surface stabilization mainly benefits from regional structure optimization and base effect. 5G coverage imbalance, slowing data traffic growth and profitability problems still constrain long-term growth."
Supplier structure is stable and overseas competition is differentiated
The global RAN supplier revenue ranking remained stable in the latest quarter.
Regional performance is ice and fire
The North American market has become the main growth engine, driving global RAN revenue to stop falling. The markets in Latin America, the Middle East, Africa, and China are still weak. The sharp drop in demand in India in 2024 is also ongoing.
The short-term outlook shows that global RAN revenue will stay stable in 2025. Markets outside China will see only a small increase.
Long-term challenges and transformation go hand in hand
Despite the short-term stabilization, the market is still facing deep adjustments. The report noted that after the peak of 5G construction from 2017 to 2021, global RAN revenue will drop.
The market's growth rate is expected to be between 0% and -2% over the next five years. However, the use of cloud architecture and open networks will rise above 25% by 2029. Additionally, areas like enterprise private networks and millimeter waves will be key growth points.
Analysts said that operators are speeding up the change in network intelligence. They expect 6G technology to create a market worth $30 billion by 2033.
The top companies have shown they can change their structures to increase their share. However, the industry still faces real challenges. These include slow growth in mobile data traffic and reduced capital spending.
A recent report from a group shows that the global wireless access network market stopped declining. After two years of sharp drops, it remained stable in the first quarter of 2025.
Strong growth in North America helped balance the decline in other regions. These regions include China, Latin America, and the Middle East and Africa. However, the basic market conditions have not improved.
The vice president of a research group pointed out:
"The surface stabilization mainly benefits from regional structure optimization and base effect. 5G coverage imbalance, slowing data traffic growth and profitability problems still constrain long-term growth."
Supplier structure is stable and overseas competition is differentiated
The global RAN supplier revenue ranking remained stable in the latest quarter.
Regional performance is ice and fire
The North American market has become the main growth engine, driving global RAN revenue to stop falling. The markets in Latin America, the Middle East, Africa, and China are still weak. The sharp drop in demand in India in 2024 is also ongoing.
The short-term outlook shows that global RAN revenue will stay stable in 2025. Markets outside China will see only a small increase.
Long-term challenges and transformation go hand in hand
Despite the short-term stabilization, the market is still facing deep adjustments. The report noted that after the peak of 5G construction from 2017 to 2021, global RAN revenue will drop.
The market's growth rate is expected to be between 0% and -2% over the next five years. However, the use of cloud architecture and open networks will rise above 25% by 2029. Additionally, areas like enterprise private networks and millimeter waves will be key growth points.
Analysts said that operators are speeding up the change in network intelligence. They expect 6G technology to create a market worth $30 billion by 2033.
The top companies have shown they can change their structures to increase their share. However, the industry still faces real challenges. These include slow growth in mobile data traffic and reduced capital spending.
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