Record Shipments despite Grafting Probe in China
China demand slowing down
Salem, NH, May 31, 2016 – The global macrocell base transmitting station (BTS) transceiver (TRx) market grew by 31% in units in 2015 and marked a third year of record shipments, according to the latest report from EJL Wireless Research titled “Global Macrocell BTS Transceiver Market Analysis and Forecast, 12th Edition, 2016-2020.” “Last year marked the peak of the most recent cycle of LTE spending, driven by China. As expected, Huawei remained the world’s leading supplier however ZTE, for the first time, was able to move up to second in our market share rankings due to the demand in China. This marks the first time in the wireless industry that both Chinese suppliers are at the top of the market share globally,” says founder and President, Earl Lum. The report provides a unique perspective on the global shipments and demand for base station radio transceiver equipment covering all air interface standards and frequencies and major OEMs including Ericsson, Huawei Technologies, Nokia Networks, Samsung Electronics, and ZTE. Continue reading EJL Wireless Research Reports Global Macrocell BTS Transceiver Market Volumes increased 31% in 2015
Huawei Technologies remains #1 supplier
Outlook murky as China spending slows down
Salem, NH May 23, 2016 – The global base transmitting station (BTS) market grew by 16% in units in 2015, according to the latest report from EJL Wireless Research titled “Global Macrocell Base Station/Remote Radio Unit Market Analysis and Forecast, 12th Edition, 2016-2020.” “Record shipments were driven in part by China Mobile’s TDD LTE network deployments, China Unicom’s HSPA+ and FDD LTE deployments, and China Telecom’s FDD LTE deployment. 2015 was all about China,” says founder and President, Earl Lum. The report provides a unique perspective on the global shipments and demand for base station equipment covering all air interface standards and frequencies and major OEMs including Ericsson, Huawei Technologies, Nokia Networks, Samsung Electronics, and ZTE. The report also analyzes shipments of remote radio units (RRU). Continue reading EJL Wireless Research Reports Global BTS Market Volumes Hit Record Levels again in 2015, Up 16%
ZTE no longer exists in the eyes of U.S. based suppliers
U.S. Commerce Department’s addition of ZTE to Entity List has significant ripple effect across global wireless industry
Financial Impact not contained within U.S. based suppliers
Salem, NH, March 14, 2016: The global financial impact of ZTE Corporation being placed on the Entity List by the U.S. Commerce Department’s Bureau of Industry and Security on Tuesday March 8, 2016 is significant according to the latest report from EJL Wireless Research titled “Supply Chain and End Customer Impact of United States Commerce Department restrictions for ZTE Corporation.” “Unfortunately for ZTE, the current situation essentially forces the company to shut down its manufacturing operations over the next several weeks as current inventory is consumed. No U.S. based company is able to ship any product to ZTE. We do not see any reasonable near term work around in procuring critical high performance semiconductor components such as multi-core microprocessors and FPGAs” says founder and President, Earl Lum.
The analysis lists U.S. and international and companies that are currently supplying semiconductor and other electronic components and materials to ZTE’s radio access networking equipment division as well as its mobile handset division.
“We have analyzed different scenarios that may occur over the next several months to quarters with the assumption that the export ban to ZTE for U.S. companies remains in effect. The outlook at face value for ZTE is bleak without direct Chinese government intervention,” says Lum.
Millimeter wave 60GHz and 71-86GHz radios pave the way to 10Gbps Performance
Salem, NH February 17, 2016: The global point to point (PTP) radio market increased by 17% in 2014, according to the latest report from EJL Wireless Research titled “Global Digital PTP Radio Market Analysis and Forecast, 2015-2020 11th Edition.” “PTP radios will remain a key technology for mobile and non-mobile applications as the industry enters the era of multi-Gbps throughput capacities, offering a compelling and cost effective solution against copper and fiber backhaul. We are a firm believer that millimeter wave technology will drive new market opportunities and growth outside of mobile networks for the PTP Radio industry,” says founder and President, Earl Lum. EJL Wireless Research is forecasting that the PTP radio market will see a choppy outlook through 2020 with 4% growth expected in 2016. Continue reading EJL Wireless Research Forecasts Multi-Gb Radio Shipments to reach 36% share by 2020
BTS antenna revenues increased 49% in 2014 to a record USD $4.3 billion;
Near term outlook mixed due to weakness in 2015 and recovery in 2016 and 2017
Massive MIMO technology for 4G+/5G may drive continued innovations for antennas
Salem, NH, November 17, 2015: The global BTS antenna shipments increased by 20% in 2014 to record unit volumes, according to the latest report from EJL Wireless Research titled “Global BTS Antenna Market Analysis and Forecast, 2015-2019 7th Edition.” “The increase in 2014 was due to TDD antenna shipments for China Mobile, Reliance Jio, and partially to Sprint, as volumes surged by 126%. The FDD market grew only 3.4% The FDD market continues to shift away from legacy 2-port single column (single band) sectorized panel antennas to multi-port multi-column (4-12-ports) antennas. As a result, multi-port antennas were 68% of the overall mix in 2014, compared with 62% in 2013,” says founder and President, Earl Lum. EJL Wireless Research is forecasting that the BTS antenna market will experience a 30% decline in shipments in 2015 due to weakness in China as well as in North America. EJL Wireless Research is also reporting the accuracy of its prior forecast for 2014 with a 1% variance in overall unit shipments. Continue reading EJL Wireless Research Reports Global BTS Antenna Shipments Hit Record Volumes in 2014