LTE RAN Equipment Revenues Tripled in 2Q12

A report was recently published b Dell’Oro regarding the market information and network and communication industries. It indicated many of the same trends from the first quarter of 2012 with slowing 2G/3G spending and strong LTE momentum continued in the second quarter.

• LTE RAN revenues more than tripled vs. 2Q11
• More than 85 commercial LTE networks at the end of 2Q12, a fourfold increase vs. 2Q11
• 28 million LTE subscriptions at the end of 2Q12, up 70 percent sequentially
• LTE TDD accounted for 9 percent of total LTE revenues

The senior Analyst at Dell’Oro, Stefan Pongratz said “LTE continued to be the bright spot for the infrastructure vendors as operators slowed down their 2G/3G investments. It is basically the only technology that grew in the second quarter”, he further added “In addition to the North American and South Korean operators deploying LTE at full speed, there are signs that revenues are starting to materialize in other parts of the world. For instance, LTE revenue share from regions outside of North America increased more than six percentage points in 2Q12”. The report also reveals that Ericsson and Alcatel-Lucent maintained the first and second spots in LTE revenue share while Nokia Siemens Networks passed Huawei to become the number 3 vendor. Samsung held the number 5 position in the combined FDD/TDD LTE market while Huawei and ZTE continued to lead the LTE TDD market. The report also shows that the gains in LTE are not yet offsetting slower 2G/3G spending. The total Mobile RAN market declined 18 percent in 2Q12. This Mobile RAN Quarterly Report offers complete, in-depth coverage of the market with tables covering manufacturers’ revenue, average selling prices, transceiver or RF carrier shipments, and unit shipments for base station controllers, base transceiver stations for GSM, CDMA, WCDMA, Mobile WiMAX, and LTE.