The global market of Open RAN - Towards a major shift in the telecom industry

Abstract
This report analyses the adoption of Open RAN technology.

• It reminds the global context of Open RAN development.
• It also describes the different initiatives around the world promoting this technology.
• The massive disruption in the ecosystem is also analysed, highlighting changes by segment:
– Network equipment vendors (Open RAN solution vendors): RAN veterans and new entrants
– MNOs implementing these solutions
• The report also describes the various drivers and barriers to the development of the Open RAN market.
• In the final section, it presents market estimates for Open RAN development by 2027 on a global basis.

Content
Table of Contents

1. Executive Summary

2. Global context
• Evolution of mobile access network architecture
• From core network virtualisation to RAN virtualisation
• The impact of vRAN on the ecosystem
• The rise of Open RAN
• Governments’ support

3. Impacts on ecosystem players
• Network virtualisation: transforming operators’ business
• Joint initiatives to accelerate an inevitable transition
• O-RAN Alliance and TIP
• The politics behind Open RAN adoption
• Synthesis

RAN suppliers
• New RAN equipment suppliers
• The new entrants
• Veteran RAN equipment suppliers
• Open RAN vendor ecosystem mapping
• Player profiles: Altiostar – Mavenir – Nokia – NEC – Dell Technologies – Intel

MNOs and MVNOs
• Synthesis
• Ecosystem – Active MNOs
• Ecosystem – Focus on Europe
• Player profiles: Telefónica – Vodafone – Dish Networks – Rakuten Mobile – Microsoft and Meta
• Synthesis
• Telcos and hyperscalers partnerships

4. Market dynamics
• Drivers and barriers
• Current issues claimed by European players
• Timeline at global level
• Focus on Europe
• Market sizing