No Longer a Question if ORAN Will Happen, but When: Dell'Oro

Global open radio access network revenue for 5G and other technologies will grow by a double-digit percentage in the next six years, reported Dell'Oro Group Friday. Cumulative ORAN investments in hardware, software and firmware, excluding services, are projected to approach $10 billion 2020-25. The conversation “has clearly changed over the past six months," said analyst Stefan Pongratz. It’s no longer a question if ORAN will happen, but when, he said: “The question now is more on the timing and the scope.”