RAN Market Sees Positive Growth Trends Outside China, Huawei Gains Ground

RAN Market Growth Outside China

Recently released data from the Dell'Oro Group reveals a notable stabilization in the RAN (Radio Access Network) market outside of China during the second quarter of 2025. This is the third consecutive quarter of growth observed in this sector, following two years marked by significant downturns.

Stefan Pongratz, Vice President of RAN market research at Dell'Oro Group, stated, "Our initial assessment confirms the narrative we've been discussing for some time is now coming to fruition. Market conditions have stabilized, leading to growth outside of China." While this is encouraging, Pongratz cautioned that a rapid rebound is not expected; the overall market sentiment remains subdued, and fluctuations are unlikely to drastically affect long-term trends.

Regional Insights

The data highlights interesting regional dynamics: growth in Europe, the Middle East, and Africa nearly counterbalanced declines observed in the Caribbean, Latin America, and the Asia-Pacific regions. This paints a complex picture of a divided market where some regions thrive while others struggle.

Vendor Market Dynamics

As market conditions evolve, certain vendor dynamics are becoming prominent. The report highlights a trend where the strong players are gaining even more strength, while those who lag behind are failing to improve. In terms of market share, Ericsson and Huawei collectively represented over 60% of the RAN market in North America and China for the first half of 2025, further showcasing their dominance in this field.

The current top five RAN suppliers globally, ranked by revenue over the past four quarters, include:
1. Huawei
2. Ericsson
3. Nokia
4. ZTE
5. Samsung

Future Outlook

Looking ahead, the short-term outlook appears stable, with the overall RAN market expected to maintain its current trajectory throughout 2025. The potential for moderate growth persists, offering a cautious sense of optimism for market participants.

Conclusion

The findings from the Dell'Oro Group's RAN Quarterly Report underscore a significant turning point for the RAN market outside of China. While challenges remain, the general stabilization and growth signal a shift that could benefit key players like Huawei and Ericsson, solidifying their positions in the global telecommunications landscape. This report offers an extensive overview of the RAN industry, tracking various segments including 5G technologies and vendor performance, and serves as a crucial resource for stakeholders in telecommunications, further aiding in strategic decision-making.

For detailed insights, reach out to Dell'Oro Group or visit their official website.