Huawei’s quarterly RAN share reached the highest in three years

Huawei’s quarterly RAN share reached the highest level in three years. Its Q2 2023 RAN revenue share outside of North America was comparable to Ericsson and Nokia combined.

Dell’Oro Group’s RAN radio access network report from the second quarter shows that market demand has seen its largest decline in the past seven years, yet Huawei is still number one in the charts.

The report also shows that the global mobile core network will return to growth in the second quarter of 2023. In the first half of 2023, Huawei, Ericsson, Nokia, ZTE and Samsung.

“It is tempting to point the finger at data traffic patterns, 5G monetization challenges, and the odds stacked against an economy struggling with persistent levels of elevated inflation,” said Stefan Pongratz, Vice President at Dell’Oro Group. “Although these are, of course, important factors, we attribute the poor performance in the quarter to the clouds forming in North America. Alongside challenging 5G comparisons, the decline was amplified by the extra inventory accumulated over the past couple of years to mitigate supply chain risks,” Pongratz continued.

(source)