The mobile infrastructure market is growing at its fastest pace since 2004, as operators rush to beef up their networks in the face of surging data usage.
Total vendor revenues grew 25% year-on-year in the second quarter, Dell'Oro estimates, with W-CDMA/HSPA and CDMA/EV-DO sales accounting for nearly 70% of the gain. The research firm expects sales to remain strong in the second half, with wireless capex in North America alone set to increase 7%.
Growing smartphone adoption is cited as a key driver behind operator’s increased investments in infrastructure. Dell‘Oro notes the devices now account for 35% of the installed mobile phone base in North America.
Ericsson, Huawei, and Nokia Siemens are the vendors with the largest share of the mobile infrastructure market on a trailing four-quarter basis.
Separately, Dell'Oro today revealed the global optical transport DWDM equipment market grew 30% year-on-year to $1.9 billion in Q2, taking revenues to levels last seen in 2001.
Huawei benefitted the most from a fourth straight quarter of sales growth in the sector, taking 18% of 2Q revenues. It was followed by Ciena (15%), Alcatel-Lucent (14%) and Fujitsu (9%).