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3Q25 Wireless Infrastructure: 3Q25 confirms market stability with no uptick anytime soon

Publisher Teral Research
Published Nov 25, 2025
Length 28 Pages
SKU # TERA20630852

Description

This report analyzes the 3Q25 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 2024, quarterly market size and vendor market shares, and a detailed market forecast through 2030 for 2G/3G/4G/5G RAN, including Open vRAN, and core networks (EPC, vEPC, and 5GC), for each region (North America, Europe Middle East Africa, Asia Pacific, Caribbean Latin America). The historical data accounts for the sales of more than 30 wireless infrastructure vendors, including a few vendors that shared confidential sales data with TÉRAL RESEARCH. The market forecast is based on a model correlating wireless infrastructure vendor sales with 20 years of service provider network rollout pattern analysis, and upgrade and expansion plans.

Table of Contents

28 Pages
KEY TAKEAWAYS: 3Q25 CONFIRMS MARKET STABILITY WITH NO UPTICK ANYTIME SOON
AS WE RIGHTLY PREDICTED, THE WIRELESS INFRASTRUCTURE MARKET HAS STABILIZED
THIS TIME AROUND, EMEA AND NORTHEAST ASIA SUSTAINED THE MARKET
5G 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
The potential for LTE-A and VoLTE upgrades remains phenomenal
IN THIS STABLE ENVIRONMENT, THE VENDOR LEADERSHIP BOARD REMAINS STATIC; NOKIA AND ERICSSON MANAGED TO SLIGHTLY GAIN SHARE
For 3Q25 RAN market share, both Huawei and Ericsson gained 1 percetage point
IN CORE NETWORKS, HUAWEI AND ZTE COMBINED COMMAND A 45% MARKET SHARE, ERICSSON REMAINED #2
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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