According to a newly published forecast report by Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, CBRS adoption continues to move in the right direction, however adoption is tracking significantly below expectations, driven primarily by diverging trends between fixed wireless access (FWA) and non-FWA including public and private LTE/5G NR.
“Adoption gaps across the various CBRS segment remained significant in 2021,” said Stefan Pongratz, Vice President and analyst with Dell’Oro Group. “We have again revised the CBRS RAN projections downward to reflect the lower baseline and slower-than-expected uptake with non-FWA segments. This adjustment does not change the long-term vision—we continue to believe that there is an opportunity to improve spectrum utilization while at the same time stimulating innovation for both public and private networks across various industry segments. So we see this downward revision more as a calibration to reflect the current state of the market and the fact that there is still a significant gap between registered SAS APs and LTE/5G NR base stations,” continued Pongratz.
Other highlights from the CBRS RAN Advanced Research Report:
- LTE is projected to drive the lion share of the investments over the near term while 5G NR based CBRS capex will dominate by 2026.
- CBRS RAN revenues are expected to account for less than 5 percent of North America RAN by 2026.
- Fixed Wireless Access and capacity augmentation for Mobile Broadband (MBB) applications are dominating the CBRS RAN capex mix initially while the enterprise share is expected to improve in the outer part of the forecast period.