The Asia Pacific and North America regions are projected to dominate Open RAN investments throughout the forecast period.
While the O-RAN movement is not confined to a specific technology, RF output power, spectrum band, or deployment configuration – O-RAN macros are expected to drive the lion’s share of the O-RAN capex throughout the forecast period, accounting for more than 90% of the market.
vRAN projections have been revised upward to reflect the improved momentum over the past three quarters taken together with new data suggesting the gap between vCU and vDU implementations will likely be smaller than initially expected.
Risks remain broadly balanced. On the one hand, more operators are embracing the movement. At the same time, more operators and vendors are now questioning if Open RAN will boost competition and lower prices.
