EJL Wireless Research Reports Global Macrocell TRx Shipments Up 24% in 2017

April 19, 2018

Massive MIMO driving radio transceiver market towards 500 million units by 2022

Outlook bullish for 2018 with 113% growth due to 5G NR deployments

Salem, NH April 19, 2018: Shipments of macrocell radio transceivers (TRx) for remote radio units (RRU) and massive MIMO antenna radio systems (MM-ARS) supporting 2G, 3G, 4G, 4,5G, 4,9G, and 5G NR were up 24% in 2017, according to the latest report from EJL Wireless Research titled “Global Macrocell Radio Transceiver (TRx) Market Analysis and Forecast, 2018-2022 14th Edition.” “The TRx report is the third in our mobile radio access network (RAN) series of market research reports and complements the recently published RRU and digital baseband unit (BBU) reports,” says founder and President, Earl Lum. EJL Wireless Research is forecasting that the macrocell TRx market will more than double in shipments in 2018 due to initial 5G NR massive MIMO deployments, offsetting a 28% decline in LTE TRx demand.

Regarding market share for the mobile radio access network (RAN) wireless equipment suppliers, EJL Wireless Research believes that the recently reinstated U.S. Department of Commerce Export Ban on ZTE Corporation may significantly alter the market share within the industry and would be potentially beneficial for Ericsson, Huawei, and Nokia in China, the EMEA region and across Asia Pacific.

“We were correct in our prior forecast estimate for total TRx shipments for 2017 with a 6% delta when compared with the actual estimates for each equipment vendor. This gives us more confidence that our forecast model and research methodology is working,” says Lum.

“Our current outlook for 2018 is moderately conservative based upon timing of 5G NR in the U.S. and NB-IoT upgrades in China. We forecast that microwave/mmwave TRx shipments for 5G NR will capture 49% of total TRx shipments in 2018 and will exceed 200 million units annually by 2022,” says Lum. ■

EJL Wireless Research Reports Global Macrocell RRU/ARS Shipments Up 19% in 2017

April 12, 2018

4T4R RRUs up 100% as Massive MIMO continues to accelerate; Huawei #1 overall and in all categories of LTE

Despite NB-IoT upgrades in China, outlook negative for 2018

Salem, NH April 9, 2018: Shipments of remote radio units (RRU) and antenna radio systems (ARS) were up 19% in 2017, according to the latest report from EJL Wireless Research titled “Global Macrocell RRU/ARS Market Analysis and Forecast, 2018-2022 2nd Edition.” “China’s 800/900MHz NB-IoT upgrades, coupled with growth in India and Europe offset weakness in North America and Asia in 2017,” says founder and President, Earl Lum. EJL Wireless Research is forecasting that the macrocell RRU/ARS market will see an 18% decline in shipments in 2018 due to continued lower CAPEX spending in China, operator consolidation in India, as well as softness in Asia Pacific.

“CAPEX guidance for China continues to drop but NB-IoT upgrades are expected to continue in 2018. Our thesis for 4T4R RRU upgrades remains intact given the doubling of shipments in 2017. LTE massive MIMO demand continues to grow, driven by deployments in China and India. We expect initial 5G NR mmwave networks to be deployed in the United States in the second half of 2018 while larger scale field trials are initiated in China,” says Lum.

“Specifically within the United States for <6GHz 5G NR ARSs, Sprint will be a major driver for n41 2500MHz Massive MIMO ARS (MM-ARS) over the next several years while AT&T, T-Mobile, and Verizon Wireless focus on microwave 5G NR ARS deployments in the n257 28GHz and n260 39GHz spectrum,” says Lum.

Regarding market share for the mobile radio access network (RAN) wireless equipment suppliers, EJL Wireless Research believes that Samsung Networks is well positioned to gain significant market share in the United States for both LTE and 5G NR technologies. ■

Month: April 2018