LTE RAN Equipment Revenues Tripled in 2Q12

Nokia Siemens Networks and Huawei Increased LTE Market Share 

Redwood City, Calif. – August 16, 2012 –A recently published report by Dell’Oro Group, the trusted source for market information about the networking and telecommunications industries, indicates that 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

“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“, said Stefan Pongratz, Senior Analyst at Dell’Oro Group. “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“, continued Pongratz.

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.

\\delloro.com