Market Insight

2019: Mobile 5G starts, and the mobile infrastructure market comes back

January 16, 2019  | Subscribers Only

Stéphane Téral Stéphane Téral Executive Director – Research and Analysis, Mobile Infrastructure & Carrier Economics
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This is literally the continuation of our 2018 predictions—I recommend revisiting the 10 January 2018 Analyst Insight 2018: Fixed 5G starts, mobile infrastructure market crumbles again, and you’ll see that most of our predictions materialized and what we anticipated for 2019 has become the title of this piece. The 5G NR forecast was the only part that saw a significant change, at least from a unit perspective, as several thousand were deployed in 2H18 in many regions with minimal revenue recognized so far. There was clearly a serious deployment acceleration despite the lack of 5G devices: was the cart put before the horse? More to come on this when vendors and service providers report their financials in a few weeks—we’ll finally know if 2018 was the mobile infrastructure market bottom and whether 2019 marks the return of growth. Despite this 5G acceleration, our model maintained the market revenue bottom for this year, according to our 3 December 2018 Mobile Infrastructure Market Tracker – Regional – Q3 2018. We reported that many 5G new radio units were shipped with no revenue attached, which is responsible for this pattern. Clients, please lot in to view the full content.

Research by Market
Mobile & Telecom
Category
Mobile Networks
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