Global Macrocell Radio Unit/Active Antenna Unit (RU/AAU) Market Analysis and Forecast, 2024-2028, 6th Edition

TABLE OF CONTENTS

EXECUTIVE SUMMARY

• 2023 Review: Global Market and 5G Continues to rely on China
• Global RU/AAU Forecast 2024-2028
• Outlook Summary

RESEARCH METHODOLOGY

• Network Architecture Definitions
• RU/AAU Database Taxonomy
• Purpose Built RU/AAU
• 5G Architecture Definitions
• Open RAN RU/AAU (O-RU/O-AAU)
• Virtual RAN (vRAN) RU/AAU

CHAPTER 1: OVERALL MARKET PERFORMANCE

• 2023: China and India Strong, Everywhere Else Weak/Stable
• Global RU/AAU Forecast 2024-2028

CHAPTER 2: 5G NR/ NR ADVANCED EXPLAINED

• Splitting the BBU into the CU and DU
• Fronthaul Links for DU/BBUs and RU/AAUs
• Fragmentation of O-RAN Fronthaul in 2023

CHAPTER 3: MASSIVE MIMO 5G NR AAU SHIPMENTS/FORECAST

• Definition of 5G NR AAU Category
• Global 5G NR AAU Shipments, 2022-2023
• Global 5G NR AAU Forecast 2024-2028

CHAPTER 4: NON-MASSIVE MIMO MULTI-RAT/MULTI-BAND RUS

• Definition of Non-Massive MIMO Multi-RAT/Multi-Band RU Category
• Non-Massive MIMO Multi-RAT/Multi-Band Shipments, 2022-2023
• Non-Massive MIMO Multi-RAT/Multi-Band RU Forecast 2024-2028

CHAPTER 5: OPEN RAN/VRAN RU/AAU ANALYSIS

• Global Open RAN/vRAN RU/AAU Forecast 2024-2028
• AT&T Wireless' 5 Year Contract with Ericsson for Open RAN Network Modernization
• OREX-R
• Team Japan
• vRAN vs. Open RAN
• Vodafone's Open RAN Modernization Program

CHAPTER 6: RADIO SHIPMENTS BY XTYR CONFIGURATION (MIMO ORDER)

CHAPTER 7: GEOGRAPHICAL MARKET ANALYSIS

• China, India, ROAP & North America: Bright spots in 2023
• Regional Forecast 2024-2028
• North America
• Latin America/Caribbean
• Europe
• Africa
• The Middle East
• Rest of Asia Pacific (ROAP)
• China
• India

GLOSSARY

LIST OF TABLES

• Table 1: Global RU/AAU Shipments by Radio Type, 2022-2023 (Units)
• Table 2: Global RU/AAU Shipments Purpose Built vs. Open RAN/vRAN, 2022-2023 (Units)
• Table 3: Global RU/AAU Shipments by Region, 2022-2023 (Units)
• Table 4: Global RU/AAU Market Share by Radio Type, 2022-2023 (Units)
• Table 5: Global RU/AAU Non-Massive MIMO Market Share by Air Interface/Frequency Cluster, 2022-2023 (Units)
• Table 6: Global RU/AAU Massive MIMO/AE Market Share by Air Interface/Frequency Cluster, 2022-2023 (Units)
• Table 7: Global RU/AAU Forecast by Radio Type, 2024-2028 (Units)
• Table 8: Global RU/AAU Forecast by Radio Type, 2024-2028 (% Market Share)
• Table 9: Global RU/AAU Forecast by Radio Type, 2024-2028 (% YoY Growth)
• Table 10: Global 5G NR AAU Shipments by Frequency Cluster, 2022-2023 (Units)
• Table 11: Global 5G NR AAU Shipments by Region, 2022-2023 (Units)
• Table 12: Global 5G NR AAU Forecast by Frequency Cluster, 2024-2028 (Units)
• Table 13: Global 5G NR AAU Forecast by Frequency Cluster, 2024-2028 (% Market Share)
• Table 14: Global 5G NR AAU Forecast by Frequency Cluster, 2024-2028 (% Growth YoY)
• Table 15: Global 5G NR AAU Forecast by Region, 2024-2028 (Units)
• Table 16: Global 5G NR AAU Forecast by Region, 2024-2028 (% Market Share)
• Table 17: Global 5G NR AAU Forecast by Region, 2024-2028 (% Growth YoY)
• Table 18: Global Non-Massive MIMO Multi-RAT/Multi-Band RU Shipments by Frequency Cluster, 2022-2023 (Units)
• Table 19: Global Non-Massive MIMO Multi-RAT/Multi-Band RU Shipments by Region, 2022-2023 (Units)
• Table 20: Global Non-Massive MIMO Multi-RAT/Multi-Band RU Forecast by Frequency Cluster, 2024-2028 (Units)
• Table 21: Global Non-Massive MIMO Multi-RAT/Multi-Band RU Forecast by Frequency Cluster, 2024-2028 (% Market Share)
• Table 22: Global Non-Massive MIMO Multi-RAT/Multi-Band RU Forecast by Frequency Cluster, 2024-2028 (% Growth YoY)
• Table 23: Global Non-Massive MIMO Multi-RAT/Multi-Band RU Forecast by Region, 2024-2028 (Units)
• Table 24: Global Non-Massive MIMO Multi-RAT/Multi-Band RU Forecast by Region, 2024-2028 (% Market Share)
• Table 25: Global Non-Massive MIMO Multi-RAT/Multi-Band RU Forecast by Region, 2024-2028 (% Growth YoY)
• Table 26: Global RU/AAU Shipments Purpose Built vs. Open RAN/vRAN, 2022-2023 (Units)
• Table 27: Global RU/AAU Forecast Purpose Built vs. Open RAN/vRAN, 2024-2028 (Units)
• Table 28: Global RU/AAU Forecast Purpose Built vs. Open RAN/vRAN, 2024-2028 (% Market Share)
• Table 29: Global RU/AAU Forecast Purpose Built vs. Open RAN/vRAN, 2024-2028 (% Growth YoY)
• Table 30: Global RU/AAU Shipments by xTyR Configuration, 2022-2023 (Units)
• Table 31: Global RU/AAU Forecast by xTyR Configuration, 2024-2028 (Units)
• Table 32: Global RU/AAU Forecast by xTyR Configuration, 2024-2028 (% Market Share)
• Table 33: Global RU/AAU Forecast by xTyR Configuration, 2024-2028 (% Growth YoY)
• Table 34: Global RU/AAU Shipments by Region, 2022-2023 (Units)
• Table 35: Global RU/AAU Forecast by Region, 2024-2028 (Units)
• Table 36: Global RU/AAU Forecast by Region, 2024-2028 (% Market Share)
• Table 37: Global RU/AAU Forecast by Region, 2024-2028 (% YoY Growth)
• Table 38: North America RU/AAU Forecast by Radio Type, 2024-2028 (Units)
• Table 39: North America RU <8GHz Forecast by Frequency Cluster, 2024-2028 (Units)
• Table 40: North America AAU Forecast by Frequency Cluster, 2024-2028 (Units)
• Table 41: North America RU/AAU Forecast, Purpose Built vs. Open RAN/vRAN, 2024-2028 (Units)
• Table 42: Latin America RU/AAU Forecast by Radio Type, 2024-2028 (Units)
• Table 43: Latin America RU <8GHz Forecast by Frequency Cluster, 2024-2028 (Units)
• Table 44: Latin America AAU Forecast by Frequency Cluster, 2024-2028 (Units)
• Table 45: Latin America RU/AAU Forecast, Purpose Built vs. Open RAN/vRAN, 2024-2028 (Units)
• Table 46: Europe RU/AAU Forecast by Radio Type, 2024-2028 (Units)
• Table 47: Europe RU <8GHz Forecast by Frequency Cluster, 2024-2028 (Units)
• Table 48: Europe AAU Forecast by Frequency Cluster, 2024-2028 (Units)
• Table 49: Europe RU/AAU Forecast, Purpose Built vs. Open RAN/vRAN, 2024-2028 (Units)
• Table 50: Africa RU/AAU Forecast by Radio Type, 2024-2028 (Units)
• Table 51: Africa RU Non-Massive MIMO <8GHz Forecast by Frequency Cluster, 2024-2028 (Units)
• Table 52: Africa AAU Forecast by Frequency Cluster, 2024-2028 (Units)
• Table 53: Africa RU/AAU Forecast, Purpose Built vs. Open RAN/vRAN, 2024-2028 (Units)
• Table 54: Middle East RU/AAU Forecast by Radio Type, 2024-2028 (Units)
• Table 55: Middle East RU <8GHz Forecast by Frequency Cluster, 2024-2028 (Units)
• Table 56: Middle East AAU Forecast by Frequency Cluster, 2024-2028 (Units)
• Table 57: Middle East RU/AAU Forecast, Purpose Built vs. Open RAN/vRAN, 2024-2028 (Units)
• Table 58: Rest of Asia Pacific RU/AAU Forecast by Radio Type, 2024-2028 (Units)
• Table 59: Rest of Asia Pacific RU <8GHz Forecast by Frequency Cluster, 2024-2028 (Units)
• Table 60: Rest of Asia Pacific AAU Forecast by Frequency Cluster, 2024-2028 (Units)
• Table 61: ROAP RU/AAU Forecast, Purpose Built vs. Open RAN/vRAN, 2024-2028 (Units)
• Table 62: China RU/AAU Forecast by Radio Type, 2024-2028 (Units)
• Table 63: China RU <8GHz Forecast by Frequency Cluster, 2024-2028 (Units)
• Table 64: China AAU Forecast by Frequency Cluster, 2024-2028 (Units)
• Table 65: China RU/AAU Forecast, Purpose Built vs. Open RAN/vRAN, 2024-2028 (Units)
• Table 66: India RU/AAU Forecast by Radio Type, 2024-2028 (Units)
• Table 67: India RU Forecast by Frequency Cluster, 2024-2028 (Units)
• Table 68: India AAU Forecast by Frequency Cluster, 2024-2028 (Units)
• Table 69: India RU/AAU Forecast, Purpose Built vs. Open RAN/vRAN, 2024-2028 (Units)

LIST OF EXHIBITS:

• Exhibit 1: Historical Global RU/AAU Shipments, 2010-2023 (Units)
• Exhibit 2: Global RU/AAU Shipments by Radio Type, 2022-2023 (Units)
• Exhibit 3: Global RU/AAU Shipments Purpose Built vs. Open RAN/vRAN, 2022-2023 (Units)
• Exhibit 4: Global RU/AAU Shipments by Region, 2022-2023 (Units)
• Exhibit 5: Global RU/AAU Forecast 2024-2028, (Units)
• Exhibit 6: Global RU/AAU Forecast 2024-2028, (% YoY Growth)
• Exhibit 7: LTE eNB vs. 5G NR gNB Physical Unit Protocol Stack Partitions
• Exhibit 8: 5G Proprietary vRAN Architectures
• Exhibit 9: Global RU/AAU Shipments, 2022-2023 (Units)
• Exhibit 10: Global RU/AAU Market Share by Radio Type, 2022-2023 (Units)
• Exhibit 11: Global RU/AAU Market Share by Radio Segment, 2023 (% Market Share)
• Exhibit 12: Global RU/AAU Forecast 2024-2028, (Units)
• Exhibit 13: Global RU/AAU Forecast 2024-2028, (% YoY Growth)
• Exhibit 14: Global RU/AAU Forecast by Radio Type, 2024-2028 (Units)
• Exhibit 15: Global RU/AAU Forecast by Radio Type, 2024-2028 (% Market Share)
• Exhibit 16: Global RU/AAU Forecast by Radio Type, 2024-2028 (% Growth)
• Exhibit 17: 3GPP 5G NR/5G NR Advanced Timeline
• Exhibit 18: 5G NR NSA/SA Network Launches Timeline
• Exhibit 19: 3GPP Rel 17 NR-Light/RedCap Performance Comparison
• Exhibit 20: OBSAI vs. CPRI Fronthaul Members
• Exhibit 21: 3GPP Fronthaul Split Options
• Exhibit 22: O-RAN Fronthaul Split Specification
• Exhibit 23: O-RAN Fronthaul Split Classification (2023 Update)
• Exhibit 24: Cat-B ULPI Fronthaul Architecture Options
• Exhibit 25: Cat-B ULPI DU-AAU Pairings
• Exhibit 26: Global 5G NR AAU Shipments by Frequency Cluster, 2023 (Units)
• Exhibit 27: Global 5G NR AAU Shipments by Frequency Cluster, 2022-2023 (Units)
• Exhibit 28: Global 5G NR AAU Shipments by Region, 2023 (Units)
• Exhibit 29: Global 5G NR AAU Shipments by Region, 2022-2023 (Units)
• Exhibit 30: Global 5G NR AAU Forecast, 2024-2028 (% Growth YoY)
• Exhibit 31: Global 5G NR AAU Forecast without China, 2024-2028 (% Growth YoY)
• Exhibit 32: Global 5G NR AAU Forecast Including/Excluding China, 2024-2028 (Units)
• Exhibit 33: Global 5G NR AAU Forecast by Frequency Cluster, 2024-2028 (Units)
• Exhibit 34: Global 5G NR AAU Forecast by Region, 2024-2028 (Units)
• Exhibit 35: Global Non-Massive MIMO Multi-RAT/Multi-Band RU Shipments by Frequency Cluster, 2023 (Units)
• Exhibit 36: Global Non-Massive MIMO Multi-RAT/Multi-Band RU Shipments by Frequency Cluster, 2022-2023 (Units)
• Exhibit 37: Global Non-Massive MIMO Multi-RAT/Multi-Band RU Shipments by Region, 2023 (Units)
• Exhibit 38: Global Non-Massive MIMO Multi-RAT/Multi-Band RU Shipments by Region, 2022-2023 (Units)
• Exhibit 39: Global Non-Massive MIMO Multi-RAT/Multi-Band RU Forecast, 2024-2028 (% Growth YoY)
• Exhibit 40: Global Non-Massive MIMO Multi-RAT/Multi-Band RU Forecast without China, 2024-2028 (% Growth YoY)
• Exhibit 41: Global Non-Massive MIMO Multi-RAT/Multi-Band RU Forecast Including/Excluding China, 2024-2028 (Units)
• Exhibit 42: Global Non-Massive MIMO Multi-RAT/Multi-Band RU Forecast by Frequency Cluster, 2024-2028 (Units)
• Exhibit 43: Global Non-Massive MIMO Multi-RAT/Multi-Band RU Forecast by Region, 2024-2028 (Units)
• Exhibit 44: Global RU/AAU Shipments Purpose Built vs. Open RAN/vRAN, 2022-2023 (Units)
• Exhibit 45: Global Open RAN/vRAN RU/AAU Shipments by Region, 2023 (Units)
• Exhibit 46: NTT DoCoMo OREX-R Partners
• Exhibit 47: NTT DoCoMo OREX-R Radio Partners
• Exhibit 48: Global Open RAN/vRAN RU/AAU Forecast, 2024-2028 (% Growth YoY)
• Exhibit 49: Global RU/AAU Forecast Purpose Built vs. Open RAN/vRAN, 2024-2028 (Units)
• Exhibit 50: Global RU/AAU Shipments by xTyR Configuration, 2023 (Units)
• Exhibit 51: Global RU/AAU Forecast by xTyR Configuration, 2024-2028 (Units)
• Exhibit 52: Global RU/AAU Market Share by Region, 2023 (% Market Share)
• Exhibit 53: North America RU/AAU Forecast by Radio Type, 2024-2028 (Units)
• Exhibit 54: Latin America RU/AAU Forecast by Radio Type, 2024-2028 (Units)
• Exhibit 55: Europe RU/AAU Forecast by Radio Type, 2024-2028 (Units)
• Exhibit 56: Africa RU/AAU Forecast by Radio Type, 2024-2028 (Units)
• Exhibit 57: The Middle East RU/AAU Forecast by Radio Type, 2024-2028 (Units)
• Exhibit 58: Rest of Asia Pacific RU/AAU Forecast by Radio Type, 2024-2028 (Units)
• Exhibit 59: China RU/AAU Shipment Forecast by Radio Type, 2024-2028 (Units)
• Exhibit 60: India RU/AAU Shipment Forecast by Radio Type, 2024-2028 (Units)