Aug. 27, 2020

LightCounting releases its 2Q20 Wireless Infrastructure Market Size, Share, and Forecast.

As we rightly anticipated, China’s 5G rollout surge combined with strong activity in North America and South Korea produced an extraordinary 2Q20 wireless infrastructure market that hit an all-time high marked by double digit growth both sequentially and year over year.

In addition, China’s aggressive move to 5G standalone (SA) mode fueled the 5G core (5GC) market, pushing it above the size of the mature 4G evolved packet core (EPC) market; North America and South Korea also contributed to significant 5GC sales. All this lifted Huawei’s and ZTE’s market shares.

Due to COVID-19 lingering in many markets and the US presidential election, 2H20 looks cloudy. Only China, North America and South Korea shows no signs of abating while CALA, EMEA and India remain deeply affected by COVID-19 and to some extent the outcome of the presidential election. Related to the latter is whether Huawei and ZTE are going to be able to source key 5G base station components to sustain the pace of 5G deployments in China and other international markets in EMEA and CALA. We have not changed our 2020 forecast that shows 1% YoY growth but are prepared to do so as we learn more about the situation in China where rollouts were at a standstill in July.

In the long run, LightCounting’s Wireless Infrastructure market forecast for sales of wireless network nodes based on our service-provider 20-year wireless infrastructure footprint pattern analysis points to a 2019-2025 CAGR of 2%. The forecast reflects the differences in regional and national agendas, including COVID-19 impacts but excluding a potential fallout in China that we will analyze in an upcoming report. And it does not come as a surprise that 5G will be the name of the game until the next generation “6G” emerges in 2030.

About the report:

Each quarter, this report analyzes the wireless infrastructure market worldwide and covers 2G, 3G, 4G and 5G radio access network (RAN) and core network nodes. It presents historical data from 2016 to 2019, quarterly market size and vendor market shares, and a detailed market forecast through 2025 for 2G/3G/4G/5G RAN, including vRAN, and core networks (e.g., EPC, vEPC and 5GNC), in over 10 product categories for each region (e.g., North America, Europe, Middle East Africa, Asia Pacific, Caribbean Latin America). The historical data accounts for sales of more than 30 wireless infrastructure vendors, including a few vendors that shared confidential sales data with LightCounting. The market forecast is based on a model correlating wireless infrastructure vendor sales with 20 years of service provider network rollout patterns analysis, and upgrades and expansion plans.

More information on the report is available at:

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