The global LTE mobile infrastructure revenue will peak at $23.3 billion in 2015 and then start to decline as a result of diminishing rollouts, according to the latest IHS Infonetics Mobile Infrastructure Equipment report.
“As we anticipated, we’re reaching the peak of LTE rollouts, and LTE is now set to perform at $6 billion a quarter for some time as operators complete their major remaining rollouts,” said Stéphane Téral, research director for mobile infrastructure and carrier economics at IHS.
Some highlights:
- LTE revenue totaled $6 billion worldwide in the first quarter of 2015 (1Q15), a 1 percent sequential decline
- LTE rollouts were not strong enough in 1Q15 to fully offset the abyssal year-over-year decline of 2G/3G spending, resulting in an 8 percent sequential decline for the global 2G/3G/4G mobile infrastructure market, which came to $11 billion
- On a year-over-year basis, the 2G/3G/4G mobile infrastructure market was up 4 percent in 1Q15, driven by unabated TDD LTE activity in China
