CBRS market sentiment remains healthy, and cumulative 2020-2025 CBRS 5G radio access network (RAN) investments are projected to range from $500 million to $1 billion, according to a five-year forecast issued by Dell’Oro Group in July.
The report reflects some reduction in the near-term, owing to slower than expected year-to-date LTE CBRS base station adoption. Also, the report indicates that activity is on the rise with uses for CBRS forming in multiple vertical markets, adding to confidence that enterprise and private deployments will encompass a greater share of the CBRS market .
The forecast projects that LTE will be responsible for the lion’s share of investments in the near term, and 5G new radio (NR)-based CBRS capital expense (capex) spending will dominate by 2025.
“The size of the CBRS RAN market in the outer years remains fairly unchanged, with CBRS RAN revenue accounting for 5 percent of the North American RAN (CBRS, millimeter-wave and other sub-6 GHz) market by 2025,” a statement from Dell’Oro Group reads. “Fixed wireless access and capacity augmentation for mobile broadband applications are dominating the CBRS RAN capex mix initially, while the enterprise share is expected to improve in the outer part of the forecast period.”
Source: Dell’Oro Group