Nokia Siemens Networks and Samsung Stand Out in Stabilizing Q3 2012 Wireless Infrastructure Market
Wireless infrastructure equipment revenues stabilized in the third quarter of 2012 reaching only $11.3 billion – a 1.0% decrease from the second quarter of 2012 and a 10.3% decrease from the same quarter one year ago.
"Nokia Siemens share of RAN grew by the largest amount of 4.2 points quarter–over-quarter to 22.4% to narrowly miss Ericsson's 22.9% at the #2 spot. Samsung's RAN revenues grew 1.1 points to 5%. Both companies attribute their share gains to success with LTE deployments with Nokia Siemens LTE revenues growing 4 times sequentially," says Nick Marshall, principal analyst, mobile networks.
Huawei's RAN revenues fell by 15.2% sequentially, although the company retains its #1 spot in the RAN market share rankings at 24.3%. Alcatel-Lucent holds on to its #4 rank in RAN share with a value of 14.3% - down only 0.8 points from last quarter. ZTE retains the #5 market share rank in the third quarter although seeing revenues 15% drop from last year.
"There is no question that the RAN market has been squeezed in 2012, although we have seen improvements in the 3Q, being 8% down from the 14% decrease we saw in 1Q," says Aditya Kaul, practice director, mobile networks. "Even with 4Q bringing in the traditional Christmas cheer, 2012 will end up 10% down at the very least, which is bound to cause market share shifts especially in the top 3," adds Kaul.
This quarterly market data package tracks wireless RAN and infrastructure revenue and market share by vendor. These findings are part of ABI Research's Macro Basestations Research Service