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2Q25 Wireless Infrastructure

Publisher Teral Research
Published Aug 21, 2025
Length 29 Pages
SKU # TERA20334652

Description

Key Takeaways

As we rightly predicted, the wireless infrastructure market has stabilized

As we rightly predicted, 2024 was the third year of the disinvestment cycle, 2025 will be up

Our long-term wireless infrastructure market forecast points to a slight declining trend

Table of Contents

29 Pages
KEY TAKEAWAYS: 2Q25 CONFIRMS THE RETURN TO MARKET STABILITY
AS WE RIGHTLY PREDICTED, THE WIRELESS INFRASTRUCTURE MARKET HAS STABILIZED
LIKE IN THE PAST 3 QUARTERS, NORTH AMERICA CONTINUED TO DRIVE THE RECOVERY
5G, EPC AND OPEN RAN WERE THE BRIGHTEST SPOTS OF ALL CATEGORIES
5G IS AND WILL REMAIN THE BRIGHT SPOT WITH A LONG TAIL
Although we maintain our view that a faster migration to 5G SA is greatly desired, we are seeing a pickup. 8
The potential for LTE-A and VoLTE upgrades remains phenomenal
IN THIS STATIC ENVIRONMENT, HUAWEI INCREASED ITS SHARE BY 3 POINTS
For 2Q25 RAN market share, huawei gained share and stayed ahead of Ericsson
IN CORE NETWORKS, HUAWEI AND ZTE COMBINED COMMAND A 52% MARKET SHARE BUT ERICSSON MOVED TO #2 AT THE EXPENSE OF ZTE
The prolonged slow migration to 5G SA is over, a PICKUP started in 3Q24 and continued in 1H25
We did such a good work in designing the EPC that the move to 5G core is hard to justify!
AS RIGHTLY PREDICTED, 2024 WAS THE THIRD YEAR OF THE DISINVESTMENT CYCLE, 2025 WILL BE UP
LIKE 4G, 5G WILL HAVE A LONG TAIL…
…BUT UNLIKE PREVIOUS CYCLES, THERE IS NO NEW G TO CREATE A NEW INVESTMENT CYCLE
Although 5G remains the bright spot, it won’t be big enough to offset the 4G decline
Factoring in the 4G decline, our model produced a lower base forecast
2025 IS LOOKING UP!
North America will experience the strongest growth this year
Post-5G peak, all other regions will see moderate growth or flatness
OUR LONG-TERM WIRELESS INFRASTRUCTURE MARKET FORECAST POINTS TO A SLIGHT DECLINING TREND
Current conditions point to a slowly declining pattern through the end of the decade
FURTHER EXACERBATED BY THE VIBRANT SECONDHAND MARKET FOR 4G AND 5G EQUIPMENT COMING FROM THE REMOVAL
OF THE CHINESE VENDORS IN SPECIFIC COUNTRIES THAT SWAMPS OTHER MARKETS
With Germany gearing up to remove Huawei’s 5G equipment, we expect another cycle of used kits to flood the secondhand market in 2025-2026
AFTER THE 2-YEAR LULL, OPEN RAN WILL START TO RAMP UP THIS YEAR
Geopolitics fueled both the open RAN ecosystem and traditional 5G RAN rollouts led by Ericsson, Nokia, and Samsung
HOME TO THE WORLD’S LARGEST WIRELESS NETWORK FOOTPRINTS, ASIA PACIFIC WILL REMAIN THE LARGEST MARKET
NORTH AMERICA WILL REMAIN THE WORLD’S SECOND LARGEST MARKET
AFTER GROWTH THIS YEAR, EMEA WILL SLOWLY DECLINE THROUGH 2030
CALA IS BOUNCING BACK WITH POTENTIAL GROWTH AHEAD

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