Ericsson (NASDAQ:ERIC) and Alcatel-Lucent (NASDAQ:ALU) are outpacing other vendors in LTE market share, thanks in large part to aggressive rollouts by Verizon Wireless' (NYSE:VZ) and AT&T Mobility (NYSE:T), according to a new report from the Dell'Oro group.
According to Dell'Oro, in the third quarter Ericsson captured 44 percent of the global LTE market and Alcatel-Lucent garnered 30 percent. The report said that Huawei, the No. 2 vendor overall, saw its share shrink to 8 percent. Nokia Siemens Networks was fourth in the LTE market, but Dell'Oro did not provide its LTE market share.
Overall, revenues from sale of mobile radio access networks jumped 20 percent compared to RAN revenues from the year-ago period, Dell'Oro said. The research firm said the increase was driven in large part by sales of LTE and WCDMA equipment, which comprised around one-half and one-third, respectively, of the total market's gain.
"Increased macroeconomic uncertainties have not affected mobile operators' short-term appetite for investing in mobile broadband," Dell'Oro analyst Stefan Pongratz, said in a statement. He added that a majority of operators have maintained their total 2011 capital expenditure plans, and that 4G networks contributed significantly in the quarter, driven in large part by Verizon and AT&T.
- see this release
- see this Reuters article
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Correction, Nov. 18, 2011: This article originally incorrectly stated that Alcatel-Lucent captured 33 percent of the global LTE market in the third quarter, according to Dell'Oro. It captured 30 percent.