Ericsson leads global mobile infrastructure market in Q2 2011





The mobile infrastructure market experienced its highest year-over-year growth since 2004, as revenues increased 25 percent during the second quarter of 2011 versus the year-ago quarter, according to Dell’Oro Group.





In Q2 2011, Ericsson, Huawei, and Nokia Siemens Networks held the three largest market shares on a trailing four-quarter basis.





In addition to currency exchange rates, this increase was driven in large part by sales of WCDMA/HSPA and CDMA/EV-DO equipment which comprised nearly 70 percent of the market’s gain.





“Infrastructure equipment sales are growing as smart phones proliferate and now represent about 35 percent of the installed base in North America,” said Stefan Pongratz, analyst of Mobile Infrastructure research at Dell’Oro Group.   





Even though some operators are frontloaded in 2011, the report expects strong revenues in 2H11. For instance, wireless CAPEX in the North American region is expected to be 7 percent stronger in 2H11 versus 1H11, paving the way for one of the strongest year-over-year total market gains since we started tracking the mobile infrastructure market.





The report forecasts the near-term outlook for mobile infrastructure spend, discusses the drivers of the strong momentum in 2011, and the changes in spend allocation across regions and technologies.  





Earlier this month Dell’Oro Group released their latest report on Mobile backhaul market revenues.





Mobile backhaul market revenues are expected to approach $9 billion by 2015. As radio access networks across the globe get upgraded to newer mobile radio technologies like 4G LTE, availability of sufficient backhaul capacity will be a key enabler to customer experience.





By Team
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