Strategy Analytics estimates that Huawei, Ericsson and Nokia will each serve between 25 percent and 22 percent of global 5G subscribers on their RAN equipment. Keep in mind that this is an estimate of “customers using radio equipment,” not “revenue from sales of radio access networks.”
Other suppliers such as Samsung and ZTE as well several new emerging OpenRAN players will serve up access for about 30 percent of global 5G subscribers.
Strategy Analytics anticipates by 2023 5G radio access will become a very competitive market where economies of scale ensure that costs per Gigabyte of throughput continue to fall.
According to a researchers at Dell’Oro Group report, Huawei might be in position to take more share of radio access network sales than the Strategy Analytics report suggests.
The top seven telecom equipment makers in the third quarter of 2018 were: Huawei, Nokia, Ericsson, Cisco, ZTE, Ciena, and Samsung. That is a broader measure that includes core network, radio network and other access infrastructure.
Huawei has captured a 29 percent share of the global telecom equipment market, increasing its market share by eight percentage points since 2013. Huawei’s revenue share improved by two percentage points of market share annually in each of the past five years, Dell’Oro estimates.
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