Microwave transmission market further impaired by slow 5G roll outs in 2Q 2024 – Dell'Oro
Fourth quarter of year-over-year decline. #pressrelease
September 4, 2024
According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, point-to-point Microwave Transmission equipment revenue declined year-over-year for a fourth consecutive quarter due to a slowdown in 5G deployments. The decline was especially strong in the Asia Pacific region.
Additional highlights from the 2Q 2024 Microwave Transmission & Mobile Backhaul Quarterly Report:
The Microwave Transmission market declined 8 percent year-over-year in 2Q 2024, driven by less demand for Mobile Backhaul. Revenue associated with Mobile Backhaul declined 9 percent year-over-year.
Both the Long Haul and Short Haul markets declined in the quarter. The steepest rate of decline was in Long Haul due to limited demand for full indoor units (FIDUs). We estimate FIDU revenue declined nearly 40 percent in the quarter.
All regions declined on a year-over-year basis in the quarter with the exception of the Middle East and Latin America. The region with the steepest decline was Asia Pacific due to India. India revenue declined 40 percent.
Four vendors (Aviat, Ceragon, Huawei, and ZTE) accomplished to increase their revenue in 2Q 2024 compared to the same period last year.
Read the full press release here.
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