AGL Magazine June 2016 — Dragged by the Americas and Asia Pacific, worldwide DAS equipment revenue totaled $1.9 billion in 2015, dropping 12 percent from the prior year.
In North America, DAS revenue dropped 20 percent year-over-year in 2015, Asia Pacific was down 12 percent and CALA (the Caribbean and Latin America) declined 10 percent.
Pulling the market down were a dramatic slowdown at AT&T and, in Brazil, América Móvil’s decision to go the small cells path, as well as slow growth in China that did not offset the regional decline. In contrast, revenue grew in EMEA (Europe, the Middle East and Africa) by single digits, driven by sporadic in-building projects across the region. Nonetheless, the United States and China remain the world’s two largest DAS markets and are expected to do so through at least 2020 because of the number and magnitude of their venues such as sports and entertainment stadiums, convention centers, transport stations and ports.
Overall, the DAS game has shifted from large venues such as stadiums to a flurry of small indoor enterprise venues including shopping malls, railway and subway stations, and tall buildings. However, this shift is fueling strong competition between DAS and small cells, which in turn is negatively affecting the DAS market.
More DAS Equipment Market Highlights
• The fundamental DAS drivers remain unchanged and include coverage, capacity, spectrum efficiency, interference mitigation, data support, scalability and adaptability
• On the market-share front, US-based CommScope, including TE Connectivity, continues to lead the global DAS market, followed by US-based Corning Mobile and UK-based Cobham
• The global DAS market is forecast to grow at a 2.4 percent compound annual growth rate (CAGR) from 2015 to 2020, when it will top $2.2 billion
DAS Report Synopsis
The IHS biannual distributed antenna system report tracks DAS units and revenue by vendor, geographic region and category (in-building, outdoor, LTE, multi-standard). It provides worldwide and regional market size, vendor market share, forecasts through 2020, analysis, trends and a Service Provider DAS Activity Tracker. Vendors tracked include Cobham Wireless, Comba, CommScope/TE Connectivity, Corning, Ericsson, JMA Wireless, Kathrein-Werke KG, Optiway, SOLiD, Zinwave and many others.
Stéphane Téral is the senior research director, mobile infrastructure and carrier economics, IHS Technology