Open RAN capex: Global market forecast for 2020-2030
The open RAN’ encompasses a group of technological approaches that are designed to make the radio access network (RAN) more cost effective and flexible. It involves a shift away from traditional, proprietary radio hardware and network architectures, driven by single vendors, towards new, virtualised platforms and a more open vendor ecosystem.
STL Partners has created a model to estimate the size of the Open RAN market until 2030. The output of the model estimates the percentage of active RAN capex that is dedicated to Open RAN across five different scenarios: from ‘pure’ (assuming 100% of RAN capex is Open RAN) to ‘none’ (assuming 0% of RAN capex is Open RAN).
- Pathway 1: Committed O-RAN-philes with 4G refresh
- Pathway 2: Late with 5G, fast with O-RAN
- Pathway 3: NEP-otists, evolving with NEPs
- Pathway 4: Industrial O-RAN
- Pure: Pure greenfield
The outputs have been modelled by aggregating and extrapolating financial data from eighteen operators. These operators have been selected as they represent a range of potential pathways towards Open RAN.
For more information on STL Partners’ work on Open RAN, please get in touch with Emma Buckland.
Access the full O-RAN market forecast
This capex forecast is STL Partners’ first attempt at estimating the value of the O-RAN market.
- This is STL Partners’ first O-RAN market value forecast
- It is based on analysis of telco RAN capex and projected investment pathways for O-RAN
- The assumptions are informed by public announcements, private discussions and the opinions of our Telco Cloud team
- We look forward to developing it further based on client feedback
Read more about Telco cloud
Telco cloud insights pack
This document will provide you with the latest insights from our research and consulting work, including some extract of our Telco Cloud Manifesto 2.0, and our latest analysis on open RAN.
Telco Network Energy Efficiency: The Role of the RAN in Future Energy Consumption
With sustainability increasingly front of mind for stakeholders, operators are looking to the RAN for energy saving solutions to support their journey to net zero. This article details both the need for such solutions and what is on offer in the current marketplace.
1&1 Drillisch AG: forging ahead with Open RAN
The greenfield German telecoms operator 1&1 Drillisch AG announced plans to speed up the deployment of its own Open RAN technology, aiming to provide at least 1,000 5G base stations by 2022. But it will probably take until the beginning of 2023 before the network can go live and existing customers can be migrated to its own infrastructure.
What is the RIC, and why should CSPs care?
As CSPs move towards O-RAN, the RAN Intelligent Controller (RIC) will be a key component in enabling transformation. In this article we explore what the RIC is, how far along the industry is with adoption, and how the RIC will benefit CSPs.