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Hello,
Thanks for your interest in our latest research. You can view a summary of our latest report below.
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Telco markets are rising again. Vendor revenues in the telco network infrastructure (telco NI) market totaled $54.9B in 3Q21, up 5.7% YoY. Annualized telco NI revenues through 3Q21 were $225.8 billion, up 5.8% YoY. Some of this growth is compensating for a weak 2020 hit by COVID’s initial spread, and some of the growth is due to depreciation of the US dollar. But there is also an uptick in telco spending across multiple segments and geographies. A large number of vendors are benefiting from this growth. The biggest share gains in 3Q21, though, are for Ericsson, ZTE, Dell/VMWare, Samsung and Microsoft (Azure). Ciena, Cisco, Corning and Fujitsu are also improving their share position.
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MTN Consulting’s telco NI share study includes a wide range of vendor types and cuts across services, hardware, and software. If you only consider hardware & software revenues from one specific category of vendors, network equipment providers (NEPs), total revenues were $121.3 billion for the 3Q21 annualized period. The top ten providers for this market are Huawei, Nokia, Ericsson, ZTE...
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Best regards,
Matt Walker
Chief Analyst
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