Telecom equipment market leaders in 2019

The latest Dell’Oro Group report indicates the share of Huawei, Nokia, Ericsson, ZTE and Cisco in the telecom equipment market in 2019.
Telecom equipment leaders 2019Huawei’s share in the telecom equipment market was 28 percent in 2019 as compared with 28 percent in 2018.

Huawei’s telecom equipment share improved in 2019, but the pace of the 2019 share growth was weaker than its average 2014-2019 share growth.

Nokia’s share in the telecom equipment market fell to 16 percent from 17 percent.

Telecom equipment market share of Ericsson reached 14 percent in 2019 as against 14 percent in 2019.

ZTE’s telecom equipment market share dropped to 10 percent from 8 percent.

ZTE’s revenue share improved by about 2 percentage points in 2019, reflecting a robust recovery since the U.S. ban during 1H18.

Cisco has also lost its share in the telecom equipment market to 7 percent in 2019 from 8 percent in 2018.

The telecom equipment market – Broadband Access, Microwave & Optical Transport, Mobile Core & Radio Access Network, SP Router & CE Switch – rose 2 percent during 2019, Dell’Oro Group said.

Telco network infrastructure vendor revenues fell 0.3 percent to $52.5 billion in Q3 2019, according to MTN Consulting. That’s the third consecutive drop in single quarter sales, says MTN Consulting.

Mid-single digit growth in Optical Transport and RAN was more than enough to offset weaker demand for Microwave Transport and Broadband Access equipment. The two largest equipment markets in the year were Mobile RAN and Optical Transport, together accounting for about 55 percent of the overall telecom equipment market.

The RAN market performed better than expected in 2019, propelled by 5G RAN growth that continued to accelerate throughout the year at a torrid pace.

The Optical Transport market continued to expand for a fifth consecutive year, recording the highest growth rate in nearly a decade. Helping to drive this acceleration is robust growth for WDM.

Stable demand for PON equipment was not enough to offset declining investments in Cable and DSL, pushing the overall Broadband Access Market to a fourth consecutive year of declining revenues.