EJL Wireless Research Reports Global Macrocell RRU/AAU Shipments Down 12% in 2020

EJL Wireless Research Reports Global Macrocell RRU/AAU Shipments Down 12% in 2020

China continues to dominate 5G NR AAUs with 74% share

 

5G NR Massive MIMO AAUs capture 38% share

GRRUMAF_2020_Cover-Image

Half Moon Bay, CA May 3, 2021:  Shipments of macrocell remote radio units (RRU)/active antenna units (AAU) experienced a decline of 12% in 2020, according to the latest report from EJL Wireless Research titled “Global Macrocell RRU/AAU Market Analysis and Forecast, 2021-2025, 4th Edition.” “China and its mobile operators captured 74% of massive MIMO 5G NR AAU shipments and 39% of total RRU/AAU shipments in 2020,” says founder and President, Earl Lum. EJL Wireless Research is forecasting RRU/AAU unit shipment growth of 29% in 2021 and 14% in 2022 that is driven by 5G NR massive MIMO AAU C-Band deployments in the United States, 5G RRU deployments in China, as well as continued 5G NR RRU/AAU deployments in Europe. Additionally, dual band and triple band 4T4R RRUs will drive LTE upgrades globally.

“The massive MIMO AAU product segment is expected to decline significantly in 2021 due to a strategy shift by Chinese mobile operators. We expect this shift to be temporary and for massive MIMO AAU shipments to rebound in 2022. Additionally, we expect a shift from 64T to 32T products within the massive MIMO AAU product segment starting in 2022. Finally, we believe that the sunset of 3G networks will free up Band 1 2100MHz spectrum for 5G NR or dual mode LTE/5G NR 4T4R RRU upgrades throughout our forecast,” says Lum. ■

For more information on our detailed reports, consulting services, and design analysis services, contact Earl J. Lum directly at (650) 430-2221 or elum@ejlwireless.com. We invite you to subscribe to our Email Updates, or meet with us at upcoming wireless conferences and events. Discover why EJL Wireless Research is the preferred choice for wireless market intelligence.

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EJL Wireless Research Reports Global Macrocell BBU Shipments Down 33% in 2020

EJL Wireless Research Reports Global Macrocell BBU Shipments Down 33% in 2020

China continues to dominate 5G NR BBUs with 70% share

5G NR Massive MIMO capable BBUs capture 43% share

Half Moon Bay, CA April 22, 2021: Shipments of macrocell digital baseband units (BBU) experienced a decline of 33% in 2020, according to the latest report from EJL Wireless Research titled “Global Macrocell Baseband Unit Market Analysis and Forecast, 2021-2025, 16th Edition.” “China and its mobile operators captured 70% of massive MIMO 5G NR BBU shipments and 35% of total BBU shipments in 2020,” says founder and President, Earl Lum. EJL Wireless Research is forecasting BBU unit shipment growth of 17% in 2021 and 24% in 2022 that is driven by 5G NR massive MIMO C-Band deployments in the United States as well as continued 5G NR deployments in Europe and China.

 

“Besides 5G NR stand alone (SA) BBU deployments, we anticipate 5G NR non-stand alone (NSA) BBU upgrades due to mobile operators’ desires to implement dynamic spectrum sharing (DSS) technology to support dual mode LTE/5G NR in low and mid-band spectrum. In our opinion, this strategy is the lowest CAPEX intensive option to launch 5G services for mobile operators without procuring new spectrum. We also expect those mobile operators who plan to sunset their 3G networks will likely refarm their 2100MHz Band 1 spectrum for dual mode LTE/5G NR NSA or 5G NR SA services,” says Lum. ■

For more information on our detailed reports, consulting services, and design analysis services, contact Earl J. Lum directly at (650) 430-2221 or elum@ejlwireless.com. We invite you to subscribe to our Email Updates, or meet with us at upcoming wireless conferences and events. Discover why EJL Wireless Research is the preferred choice for wireless market intelligence.

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EJL Wireless Research Analyzes ZTE 5G NR gNodeB

EJL Wireless Research Analyzes ZTE 5G NR gNodeB

Latest DNA-I Teardown Reports Continue Series on 5G NR RAN Equipment

ZTE 5G NR platform supports massive-MIMO 64T64R AAUs

Half Moon Bay, CA February 11, 2021:  EJL Wireless Research is excited to announce two new reports to its DesigN Analysis-Infrastructure (DNA-I) research series. The DNA-I series focuses on radio access network equipment teardown reports. These reports provide invaluable insight into the design philosophies and architectures for the major radio equipment OEMs as well as a full bill of materials (BOM) for major semiconductor integrated circuit (IC) and passive component products and suppliers.

The new reports are on the ZTE ZXRAN V9200 digital baseband unit supporting 4G and 5G NR. RRUs and AAUs and the ZTE 5G NR A9611 S35 64T64R AAU. The V9200 can also support multi-mode 2G/3G/4G RRUs but cannot reuse older generation B8200 cards. ZTE has kept the basic architecture of its prior generation multi-mode 2G/3G/4G ZXSDR B8200 BBU platform while upgrading to support 5G NR capabilities including massive-MIMO and 100MHz cells. The A9611 S35 massive-MIMO 64T64R AAU represents a mature design/architecture for volume deployments in China and globally, supporting 200W RF output power. The combination of the V9200 and A9611 S35 forms the standard 5G NR massive-MIMO gNodeB solution from ZTE Corporation.

“The V9200 architecture is based upon the industry standard 2U 19 inch rack mounted footprint and can support downlink (DL) throughput of 20Gbps and up to 30 100MHz cells. Up to five baseband processing cards can be supported in a single V9200 chassis and different cabinet solutions (VC9xxx) allow for up to eight V9200 BBUs to be co-sited together in a single cabinet,” says Lum. ■

For more information on our detailed reports, consulting services, and design analysis services, contact Earl J. Lum directly at (650) 430-2221 or elum@ejlwireless.com. We invite you to subscribe to our Email Updates, or meet with us at upcoming wireless conferences and events. Discover why EJL Wireless Research is the preferred choice for wireless market intelligence.

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EJL Wireless Research Analyzes Verizon Wireless’ 5G Mobile Networks in Dallas, TX and Providence, RI

EJL Wireless Research Analyzes Verizon Wireless’ 5G Mobile Networks in Dallas, TX and Providence, RI

5G eMBB Networks are deployed but mobility coverage remains elusive

 

Strategy for site locations remains focused on FWA for Enterprise and Residential

Half Moon Bay, CA May 21, 2020:

EJL Wireless Research is excited to announce two new case studies for U.S. 5G enhanced mobile broadband (eMBB) networks using microwave (MW)/millimeter wave (mmWave) frequencies.

The reports analyze the cities of Dallas, TX and Providence, RI to better understand how deployments are architected for eMBB vs. fixed wireless access (FWA) services. Verizon Wireless launched 5G eMBB services across 31 cities in 2019 and exceeded its target (but missed out on San Diego) and has promised a more aggressive deployment schedule for 2020. The advent of the COVID-19 pandemic has shifted the importance of wireless services away from mobility towards residential broadband due to the shelter in place initiatives enacted to slow down the spread of the coronavirus. This shift may allow U.S. mobile operators to leverage their respective mmWave spectrum holdings, from the three FCC auctions held in 2019, to address the fixed broadband access issues across the U.S.

“The analysis of both cities and their network deployments continues to highlight ongoing issues to get 5G mmWave radios installed, connected, and on air. We believe that Verizon Wireless continues to face difficulties in gaining access to utility poles in cities and the two new reports highlight this issue,” says Lum.■

For more information on our detailed reports, consulting services, and design analysis services, contact Earl J. Lum directly at (650) 430-2221 or elum@ejlwireless.com. We invite you to subscribe to our Email Updates, or meet with us at upcoming wireless conferences and events. Discover why EJL Wireless Research is the preferred choice for wireless market intelligence.

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EJL Wireless Research Analyzes Huawei Technologies 5G Massive MIMO 64T64R AAU

EJL Wireless Research Analyzes Huawei Technologies 5G Massive MIMO 64T64R AAU

Latest DNA-I Teardown Report First in Series on 5G Massive MIMO AAUs


AAU Design Architecture Provides Insights into High Volume Manufacturability

5G NR Band n78 Model AAU5613 WD7MQTRA3001:02312CHN April 2020

Half Moon Bay, CA April 15, 2020: EJL Wireless Research is excited to announce a new report to its DesigN Analysis-Infrastructure (DNA-I) research series. The DNA-I series focuses on radio access network equipment teardown reports. These reports provide invaluable insight into the design philosophies and architectures for the major radio equipment OEMs as well as a full bill of materials (BOM) for major semiconductor integrated circuit (IC) and passive component products and suppliers.

The new report is on a Huawei Technologies 5G NR 64T64R massive MIMO active antenna unit (AAU), the AAU5613, which supports the n78 (3.5GHz) frequency band. The unit is targeted for the Chinese 5G NR market with a RF power output of 200 watts and employs Huawei Technologies unique Cellular Liquid Cooler thermal technology.

“Everything associated with the design and manufacturing of the AAU by Huawei supports the fact it is the number one supplier of AAU shipments worldwide. The RF filter and antenna array subsystems use advanced technologies well beyond those of its competitors for similar generation AAU products,” says Lum.

About EJL Wireless Research

EJL Wireless Research provides proprietary, accurate and cutting-edge market analysis and consulting services on the wireless technology ecosystem.  The firm’s wireless infrastructure research focuses on vertical elements of the wireless ecosystem including telecommunication standards evolution, global and regional regulatory issues, spectrum availability, mobile operators, and mobile infrastructure equipment vendors.  In addition, the firm provides analysis across horizontal technology suppliers including RF semiconductor materials, RF semiconductor/components, and RF subsystems. Our goal is to provide our clients with critical market analysis and information.

EJL Wireless Research believes it has a corporate responsibility, both local and international, in giving back to the community. Please visit our website for more information about the charitable organizations it supports at: https://ejlwireless.com/corporate-and-social-responsibility.html

EJL Wireless Research is managed by Earl Lum. Mr. Lum has over 25 years of experience within the wireless industry including 8 years as an Equity Research Analyst on Wall Street. The company is headquartered in Half Moon Bay, CA. For more information about EJL Wireless Research, please visit the company’s website at www.ejlwireless.com. ■

For more information on our detailed reports, consulting services, and design analysis services, contact Earl J. Lum directly at (650) 430-2221 or elum@ejlwireless.com. We invite you to subscribe to our Email Updates, or meet with us at upcoming wireless conferences and events. Discover why EJL Wireless Research is the preferred choice for wireless market intelligence.

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EJL Wireless Research Reports Global Macrocell BTS Antenna Shipments Down 1% in 2018

EJL Wireless Research Reports Global Macrocell BTS Antenna Shipments Down 1% in 2018

5G 1+0 site configuration drives antenna integration

Passive antenna shipments decline 3% as industry shifts to higher port count antennas

Half Moon Bay, CA November 5, 2019:  Shipments of outdoor macrocell BTS antennas experienced a decline of 1% in 2018, according to the latest report from EJL Wireless Research titled “Global BTS Antenna Market Analysis and Forecast, 2019-2023 11th Edition.” “Passive antenna shipments declined by 3% year over year but total port counts increased 26% year over year, supporting our thesis that while total passive antenna radome shipments are expected to see a continued decline, overall antenna port counts will continue to increase in addition to increasing average selling prices,” says founder and President, Earl Lum. EJL Wireless Research is forecasting increasing antenna unit shipments over the next several years as active MM-ARS products for 5G offset declining passive antenna volumes.

Huawei Technologies retained its number one ranking for global antenna market share with Chinese antenna vendors dominating, controlling four of the top five market share positions and 66% market share overall in 2018.

“For initial 5G deployments, we believe the use of 8T8R will drive growth in the FDD/TDD antenna product segment and will also drive industry adoption of multi-port RF cluster connectors for antennas to reduce jumper cable installation complexity as antennas have now reached 30-ports and may continue to increased to 45-ports in the future if the wireless industry accelerates the adoption of LTE FDD 8T8R. Other key trends in the antenna industry including the migration to more sophisticated and accurate antenna wind load data and the evolution of 1+0 AP-MM-ARS (active passive massive MIMO antenna radio system) solutions with integrated low band dipoles,” says Lum. ■

For more information on our detailed reports, consulting services, and design analysis services, contact Earl J. Lum directly at (650) 430-2221 or elum@ejlwireless.com. We invite you to subscribe to our Email Updates, or meet with us at upcoming wireless conferences and events. Discover why EJL Wireless Research is the preferred choice for wireless market intelligence.

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EJL Wireless Research Reports Global Macrocell RRU/ARS Shipments Down 13% in 2018

EJL Wireless Research Reports Global Macrocell RRU/ARS Shipments Down 13% in 2018

5G Massive MIMO ARS shipments capture 2% share due to initial deployments in U.S., South Korea, and China

5G demand is a mixed bag with 8T8R RRU emerging as the entry point, not 64T64R ARS

Half Moon Bay, CA August 26, 2019:  Shipments of remote radio units (RRU)/antenna radio systems (ARS) experienced a decline of 13% in 2018 after growth in 2017, according to the latest report from EJL Wireless Research titled “Global Macrocell RRU/ARS Market Analysis and Forecast, 2019-2023 3rd Edition.” “The last several years have been choppy due to the transition from 4G to 5G, coupled with the U.S. export ban on ZTE in 2018, and continued mobile operator consolidation. LTE networks are mature and now migrating to LTE-Advanced (LTE-A) and LTE-Advanced Pro configurations,” says founder and President, Earl Lum. EJL Wireless Research is forecasting another down year in 2019 before a recovery in 2020.

“China is the main driver for 5G NR massive MIMO 64T64R ARS shipments in 2019, followed by massive MIMO 32T32R ARS in South Korea, and 8T8R RRU/massive MIMO 64T64R ARS in Europe. 5G mmWave ARS shipments continue to proceed at a snail’s pace in the United States. We continue to believe that the current U.S. export ban for Huawei Technologies will not impact RRU/ARS shipments in 2019 however 2020 is a different story altogether,” says Lum.

“For initial 5G deployments, we are bullish on 8×8 MIMO using traditional 8T8R RRUs and passive antennas and using the massive MIMO 64T64R ARS solution in a more surgical role and bearish on mmWave technology for mobile 5G services. We are also bullish on dual band RRUs for LTE-A upgrades as well as sector splitting to increase overall capacity and throughput when compared to massive MIMIO ARS solutions,” says Lum.

About EJL Wireless Research

EJL Wireless Research provides proprietary, accurate and cutting-edge market analysis and consulting services on the wireless technology ecosystem.  The firm’s wireless infrastructure research focuses on vertical elements of the wireless ecosystem including telecommunication standards evolution, global and regional regulatory issues, spectrum availability, mobile operators, and mobile infrastructure equipment vendors.  In addition, the firm provides analysis across horizontal technology suppliers including RF semiconductor materials, RF semiconductor/components, and RF subsystems. Our goal is to provide our clients with critical market analysis and information.

EJL Wireless Research believes it has a corporate responsibility, both local and international, in giving back to the community. Please visit our website for more information about the charitable organizations it supports at: https://ejlwireless.com/corporate-and-social-responsibility.html

EJL Wireless Research is managed by Earl Lum. Mr. Lum has over 25 years of experience within the wireless industry including 8 years as an Equity Research Analyst on Wall Street. The company is headquartered in Half Moon Bay, CA. For more information about EJL Wireless Research, please visit the company’s website at www.ejlwireless.com. ■

For more information on our detailed reports, consulting services, and design analysis services, contact Earl J. Lum directly at (650) 430-2221 or elum@ejlwireless.com. We invite you to subscribe to our Email Updates, or meet with us at upcoming wireless conferences and events. Discover why EJL Wireless Research is the preferred choice for wireless market intelligence.

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EJL Wireless Research Analyzes Nokia Flexi Multiradio 10 LTE eNodeBs

EJL Wireless Research Analyzes Nokia Flexi Multiradio 10 LTE eNodeBs

Latest DNA-I Teardown Reports Cover the Flexi System Module release 3 (FSMr3) Platform

 

Design Architecture Provides Insight into Current AirScale Platform

 

Half Moon Bay, CA July 30, 2019:  EJL Wireless Research is excited to announce two new reports to its DesigN Analysis-Infrastructure (DNA-I) research series. The DNA-I series focuses on radio access network equipment teardown reports. These reports provide invaluable insight into the design philosophies and architectures for the major radio equipment OEMs as well as a full bill of materials (BOM) for major semiconductor integrated circuit (IC) and passive component products and suppliers.

The two new reports focus on Nokia Networks MultiRadio 10 Flexi base station platform, also known as FSMr3. The first report is an analysis of the FSMF (Flexi System Module rev F) which is an outdoor FDD multi-RAT digital baseband unit supporting GSM, UMTS, and FDD LTE technologies. We have previously issued DNA-I reports on the FSMB and FSME variants as well as the FBBC capacity expansion module for the FSMF.

The second report is an analysis of the FSIH (Flexi System Indoor rev H) which is a TDD digital baseband unit supporting TDD LTE technology. The FSIH is the first Nokia digital baseband unit design that uses a backplane within the BBU chassis to allow for capacity expansion boards and is a precursor to the AirScale base station platform.

“The analysis of both the FSMF and FSIH system designs reveals Nokia’s use of ASICs in its digital baseband units prior to the unveiling of the ill fated 5G ReefShark ASICs announced in early 2018. We note that the ReefShark ASICs were targeting 5G L1 DSP functions that prior Nokia ASICs did not. Additionally, Nokia has been relying on a few key semiconductor chip suppliers in support of its LTE digital baseband units and the ReefShark ASICs were a key strategy to lessen this dependence,” says Lum. ■

For more information on our detailed reports, consulting services, and design analysis services, contact Earl J. Lum directly at (650) 430-2221 or elum@ejlwireless.com. We invite you to subscribe to our Email Updates, or meet with us at upcoming wireless conferences and events. Discover why EJL Wireless Research is the preferred choice for wireless market intelligence.

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EJL Wireless Research Reports Global Macrocell BBU Shipments Peaked in 2017, Down 23% in 2018

EJL Wireless Research Reports Global Macrocell BBU Shipments Peaked in 2017, Down 23% in 2018

5G BBU shipments capture 2% share due to initial deployments in U.S., South Korea and China

Huawei edges out Ericsson for Top Position in Overall Rankings and is the clear leader in 5G

 

Half Moon Bay, CA July 16, 2019:  Shipments of digital baseband units (BBU) experienced the first decline in six years in 2018, according to the latest report from EJL Wireless Research titled “Global Macrocell Baseband Unit Market Analysis and Forecast, 2019-2023 15th Edition.” “The last downturn was in 2011 however the decline in 2018 was 23% compared with the 12% drop back then.

The anticipation or anxiety of 5G spectrum auctions in Europe and software upgrades to LTE-Advanced and NB-IoT contributed to the overall weakness in shipments,” says founder and President, Earl Lum. EJL Wireless Research is forecasting modest growth of 6% for LTE BBU shipments compared with a more than 10x increase for 5G NR BBU shipments, resulting in total BBU shipment growth of 11% for 2019. Our current view for 2020 BBU shipments is for zero growth, with declining LTE BBU shipments being offset by increased 5G NR BBU shipments.

Huawei Technologies regained its leadership position overall for BBU shipments, narrowly edging out Ericsson however Huawei was the clear leader for 5G NR shipments in 2018. Within 5G NR, Samsung Networks was number two in our market share rankings for 2018 due to the demand in South Korea.

“China is the main driver for 5G NR shipments in 2019, followed South Korea, Japan and the United States along with initial deployments in Europe. Despite the current U.S. export ban for Huawei Technologies, we do not see any impact to shipments supporting the further expansion of the 5G commercial trial networks for China Mobile in 2019,” says Lum.

“Regarding massive MIMO 64T64R for 5G NR below 6GHz, besides China we do not see widespread adoption for this configuration and believe that Europe will focus more on 8×8 MIMO using traditional 8T8R RRUs and passive antennas and using the massive MIMO 64T64R solution in a more surgical role,” says Lum. ■

For more information on our detailed reports, consulting services, and design analysis services, contact Earl J. Lum directly at (650) 430-2221 or elum@ejlwireless.com. We invite you to subscribe to our Email Updates, or meet with us at upcoming wireless conferences and events. Discover why EJL Wireless Research is the preferred choice for wireless market intelligence.

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EJL Wireless Research Analyzes Verizon Wireless’ 5G Mobile Network in Minneapolis, MN

EJL Wireless Research Analyzes Verizon Wireless’ 5G Mobile Network in Minneapolis, MN

5G eMBB Network is deployed in very limited areas similar to FWA Cities

Mobility coverage has even more challenging issues that fixed

Half Moon Bay, CA June 18, 2019:  EJL Wireless Research is excited to announce its first case study for a U.S. 5G enhanced mobile broadband (eMBB) network and third city using microwave (MW)/millimeter wave (mmWave) frequencies.

The report analyzes four neighborhoods within the Central Community for the City of Minneapolis, MN and how Verizon Wireless deployed its 5G mobile network. The Verizon Wireless 5G mobile service was launched on April 3, 2019 in the cities of Minneapolis, MN and Chicago, IL. We were able to survey a limited number of the 5G sites concentrated within the Downtown and surrounding areas and see the issues and complications involved in the deployment of a 5G mobile network using mmWave small cell sites.

With the conclusion of the FCC’s Auction 101 (28GHz) on January 24, 2019 and Auction 102 (24GHz) on May 29, 2019, deployment of 5G networks for both FWA and mobility services will be a key focus for mobile operators in the U.S. in 2019. We believe that small cell siting regulations and laws will remain unclear through the remainder of 2019 as 5G deployments continue. We note that the recent Sprint 5G mobile services launch is not relying on small cell sites but traditional macro cell towers and roof top sites and can provide a wider coverage footprint with a similar number of sites than using microwave (MW)/millimeter wave (mmWave) frequencies.

“The study of the Minneapolis 5G mobile network correlates with our previous findings for the Sacramento and Los Angeles 5G fixed networks and continue to highlight serious issues regarding the deployment of 5G mmWave small cells. We believe that Verizon Wireless is having serious difficulties in gaining access to street light poles and utility poles in cities and it is significantly slowing down the deployment plans for 5G launches in other metro markets scheduled for 2019,” says Lum. ■

For more information on our detailed reports, consulting services, and design analysis services, contact Earl J. Lum directly at (650) 430-2221 or elum@ejlwireless.com. We invite you to subscribe to our Email Updates, or meet with us at upcoming wireless conferences and events. Discover why EJL Wireless Research is the preferred choice for wireless market intelligence.

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