Dell’Oro Group projects Hyperscale Cloud Providers (HCPs) to capture 9 percent of the 5G Standalone (5G SA) Workloads market in 2027.
Public Cloud 5G SA Workloads’ 5-year cumulative revenues are expected to reach $5.4 B with a five-year CAGR of 65 percent.
“The forecast has been reduced due to the slow migration to 5G SA by Mobile Network Operators (MNOs) for their eMMB networks and by Enterprises for their 5G SA private wireless networks,” stated Dave Bolan, Research Director at Dell’Oro Group. “Some Enterprise networks are commercially deployed, but most are long-term Proofs-of- Concept or field trials, lasting as long as a few years.
As a result, Dell’Oro forecasts that HCPs such as Amazon Web Services (AWS), Google Cloud, and Microsoft Azure will capture a cumulative 6 percent of the market revenues over the next five years by hosting 5G workloads on their respective public clouds.
“In this report update, we include HCPs’ revenues for the Edge (Multi-Access Edge Computing (MEC) and for vRAN). The Edge’s cumulative revenues are expected to reach $1.3 B over the next five years. The anticipated CAGR for the Edge of the Public Cloud market is 86 percent, marking it the highest growth segment for HCPs. The interest by the HCPs also extends to the IMS Core and the virtualized Radio Access Network (vRAN), which are included,” Bolan added.
