Dell’Oro Group has released the global telecom equipment market share report for the first quarter of 2021.
HIGHLIGHTS
Huawei is the #1 telecom equipment maker.
Telecom equipment market rose 15 percent in the first quarter.
The top seven vendors comprising around ~80 percent of the total market.
The gap between Nokia and Ericsson, which was around 5 percentage points back in 2015, continued to shrink and was essentially eliminated in the quarter.
Samsung passed Ciena in the quarter to become the #6 supplier.
Excluding North America, Huawei’s revenue share was about 36 percent in the quarter, nearly the same as the combined share of Nokia, Ericsson, and ZTE.
The suppliers did not report any material impact from the ongoing supply chain shortages in the first quarter. At the same time, multiple vendors did indicate that the visibility going into the second half is more limited.
Telecom equipment market is expected to advance 5 percent to 10 percent in 2021, up from 3 percent to 5 percent with the last forecast.
