Global Macrocell Baseband Unit Market Analysis and Forecast, 2021-2025, 16th Edition

PublisherEJL Wireless Research
Published April 2021
Price$4,500 USD for Single user license, PDF file
$1,155 USD for each additional Single user license, PDF file
$9,000 USD for Enterprise user license, PDF file

Description

This report provides a comprehensive analysis for the global digital baseband unit (BBU) market. This report covers the global market share for 2019 and 2020 shipments as well as a forecast for 2021-2025. The report covers the following wireless air interfaces:

2G GSM/EDGE BTS
3G UMTS/CDMA NodeB
4G LTE/LTE-Advanced eNodeB
4.5G LTE-Advanced Pro eNodeB
4.9G LTE-Advanced Pro Massive MIMO eNodeB
5G New Radio Massive MIMO gNodeB

*There is NO vendor market share information in this edition and future editions of this report.

Features
2019 and 2020 Shipments by Region
2019 and 2020 Shipments by Frequency Cluster
2019 and 2020 Shipments by Air Interface
2021-2025 Forecast by Region
2021-2025 Forecast by Air Interface
2021-2025 Forecast by Frequency Cluster

Table of Contents

EXECUTIVE SUMMARY ……….. 4
Changes for this edition and future editions of EJL Wireless Research market forecast reports …………. 5
2020 Review: Uncertainty of COVID-19 coupled with multiple export bans on HuaweiTechnologies = Delays ………… 5
BBU Forecast 2021-2025 ……. 6
Demand Drivers for Our Forecast ……… 8
Summary ………….. 9
RESEARCH METHODOLOGY ……….. 10
BBU Acronyms ………….. 10
BBU Architecture Definitions: ………. 10
Virtual BBUs …………. 12
Air Interface Definitions …………. 12
4G LTE Definitions …………. 13
5G New Radio Definitions ……….. 13
4G/4.5G/5G NR Frequency Clusters ? Non Massive MIMO ……. 13
4.9G Frequency Clusters – Massive MIMO ………. 14
5G NR Frequency Clusters – Non-Massive MIMO …….. 14
5G NR Frequency Clusters – Massive MIMO ……. 14
CHAPTER 1: OVERALL MARKET PERFORMANCE……… 15
1.1 2019 Review: Huawei Technologies BIS Entity Ban overshadows market
rebounds in Europe and Asia ………. 15
1.2 2020 Review: A year of COVID-19, more Huawei bans, RAN/Core swap outs, and China 5G …………. 18
1.3 BBU Forecast 2021-2025 ………. 21
1.4 Demand Drivers for Our Forecast ……….. 22
CHAPTER 2: 5G NR MASSIVE MIMO/MMWAVE BBU …. 26
2.1 5G NR Massive MIMO gNodeB Market Share …….. 28
2.2 5G NR Massive MIMO gNodeB Forecast 2021-2025 ……. 31
CHAPTER 3: NON MASSIVE MIMO 4G/5G NR BBUS ……. 37
CHAPTER 4: NON MASSIVE MIMO 2G/3G BBUS…. 41
CHAPTER 5: GEOGRAPHICAL MARKET SHARE …… 43
China and India Drive 2019 Demand; COVID-19 + China/U.S. Impact 2020 .. 43
2021-2025 Forecast ………. 45
5.1 North America …………. 46
5.2 Latin America/Caribbean ……….. 54
5.3 Europe …………… 56
5.4 Africa …………. 59
5.5 The Middle East ……….. 61
5.6 Asia Pacific …………. 63
5.7 Japan …………. 65
5.8 South Korea ……….. 67
5.9 China …………. 68
5.10 India ………… 71

TABLES

Table 1: Global BBU Non-Massive MIMO Market Share by Air Interface/Frequency Cluster, 2018-2019 (Units) …… 16
Table 2: Global BBU Massive MIMO Market Share by Air Interface/Frequency Cluster, 2018-2019 (Units) 16
Table 3: Global BBU Non-Massive MIMO Market Share by Air Interface/Frequency Cluster, 2019-2020 (Units) …. 19
Table 4: Global BBU Massive MIMO Market Share by Air Interface/Frequency Cluster, 2019-2020 (Units) 19
Table 5: Global BBU Forecast by MIMO Type, 2021-2025 (Units) ……. 25
Table 6: Global BBU Forecast by MIMO Type, 2021-2025 (% Market Share) …….. 25
Table 7: Global BBU Forecast by MIMO Type, 2021-2025 (% YoY Growth) …… 25
Table 8: Global 5G NR gNodeB Market Share by Frequency Cluster, 2018-2019 (Units) …. 28
Table 9: Global 5G NR gNodeB Market Share by Frequency Cluster, 2019-2020 (Units) …. 28
Table 10: Global 5G NR gNodeB Massive MIMO <6GHz Forecast by Frequency Cluster, 2021-2025 (Units) …………….. 31 Table 11: Global 5G NR gNodeB Massive MIMO <6GHz Forecast by Frequency Cluster, 2021-2025 (% Market Share) .. 31
Table 12: Global 5G NR gNodeB Massive MIMO <6GHz Forecast by Frequency Cluster, 2021-2025 (% Growth YoY) . 31
Table 13: Global 5G NR gNodeB Massive Antenna Element >6GHz Forecast by Frequency Cluster, 2021-2025 (Units) ……………. 33
Table 14: Global 5G NR gNodeB Massive Antenna Element >6GHz Forecast by Frequency Cluster, 2021-2025 (% Market Share) ……………. 33
Table 15: Global 5G NR gNodeB Massive Antenna Element >6GHz Forecast by Frequency Cluster, 2021-
2025 (% Growth YoY)…………… 33
Table 16: Global 5G NR gNodeB Massive MIMO <6GHz Forecast by Region, 2021-2025 (Units) ….. 34
Table 17: Global 5G NR gNodeB Massive MIMO <6GHz Forecast by Region, 2021-2025 (% Market Share) …………….. 34
Table 18: Global 5G NR gNodeB Massive MIMO <6GHz Forecast by Region, 2021-2025 (% Growth YoY) 34
Table 19: Global 5G NR gNodeB Massive Antenna Element >6GHz Forecast by Region, 2021-2025 (Units).. 35
Table 20: Global 5G NR gNodeB Massive Antenna Element >6GHz Forecast by Region, 2021-2025 (%
Market Share) …………….. 35
Table 21: Global 5G NR gNodeB Massive Antenna Element >6GHz Forecast by Region, 2021-2025 (%
Growth YoY) ……………. 35
Table 22: Global 4G/5G NR BBU Shipments by Duplex Mode, 2018-2019 (Units) ….. 37
Table 23: Global 4G/5G NR BBU Shipments by Duplex/Frequency Cluster, 2019-2020 (Units) … 38
Table 24: Global 4G/5G NR BBU Forecast by Duplex/Frequency Cluster, 2021-2025 ….. 40
Table 25: Global 4G/5G NR BBU Forecast by Duplex/Frequency Cluster, 2021-2025 (% Market Share) .. 40
Table 26: Global 4G/5G NR BBU Forecast by Duplex/Frequency Cluster, 2021-2025 (% Growth YoY) ….. 40
Table 27: Global 2G/3G BBU Shipments, 2018-2019 (Units) ………. 41
Table 28: Global 2G/3G BBU Shipments, 2019-2020 (Units) ………. 41
Table 29: Global 2G/3G BBU Forecast by Duplex/Frequency Cluster, 2021-2025 …… 42
Table 30: Global 2G/3G BBU Forecast by Duplex/Frequency Cluster, 2021-2025 (% Market Share) … 42
Table 31: Global 2G/3G BBU Forecast by Duplex/Frequency Cluster, 2021-2025 (% Growth YoY) .. 42
Table 32: Global BBU Shipments by Region, 2018-2019 (Units) ……… 43
Table 33: Global BBU Shipments by Region, 2019-2020 (Units) ……… 43
Table 34: Global BBU Shipment Forecast by Region, 2021-2025 (Units) ……… 45
Table 35: Global BBU Shipment Forecast by Region, 2021-2025 (% Market Share) …… 45
Table 36: Global BBU Shipment Forecast by Region, 2021-2025 (% YoY Growth) …. 45
Table 37: U.S. C-Band Auction 107 Top 5 Total Gross Bids by Bidder ……… 47
Table 38: U.S. C-Band Auction 107 Top 5 Total Licenses Won by Bidder ……… 47
Table 39: U.S. 28GHz Auction 101 Top 5 Total Gross Bids by Bidder …… 48
Table 40: U.S. 28GHz Auction 101 Top 6 Bidders by Licenses Won ……… 48
Table 41: U.S. 24GHz Auction 102 Top 7 Total Gross Bids by Bidder …… 49
Table 42: U.S. 24GHz Auction 102 Top 7 Bidders by Licenses Won ……… 49
Table 43: U.S. 37/39/47GHz Auction 103 Top 7 Total Gross Bids by Bidder ……… 50
Table 44: U.S. 37/39/47GHz Auction 103 Top 6 Licenses Won by Frequency/Block …… 50
Table 45: U.S. Auction 105 Top 6 Total Gross Bids by Bidder ……… 51
Table 46: U.S. Auction 105 Top/Notable Bidders by Licenses Won …… 52

EXHIBITS
Exhibit 1: Historical Global BBU Shipments, 2001-2020 (Units) …….. 4
Exhibit 2: Global BBU Forecast 2021-2025, (% YoY Growth) ……….. 7
Exhibit 3: Generic Multi-Slot Chassis/Backplane BBU …….. 11
Exhibit 4: Generic 4G & 5G NR Macrocell Site BBU Configuration ……. 12
Exhibit 5: Global BBU Shipments, 2018-2019 (Units) ……….. 15
Exhibit 6: Global 5G NR BBU Market Share by Frequency Band, 2019 (% Market Share) ……. 16
Exhibit 7: Global BBU Market Share by Technology Generation, 2019 (% Market Share) ……. 17
Exhibit 8: Global BBU Market Share by Air Interface, 2018-2019 (Units) ……… 17
Exhibit 9: Global BBU Shipments, 2019-2020 (Units) ……….. 18
Exhibit 10: Global 5G NR BBU Market Share by Frequency Band, 2019 (% Market Share) ….. 19
Exhibit 11: Global BBU Market Share by Technology Generation, 2020 (% Market Share) ….. 20
Exhibit 12: Global BBU Market Share by Air Interface, 2019-2020 (Units) ……. 20Exhibit 13: Global BBU Forecast 2021-2025, (% YoY Growth) …….. 22
Exhibit 14: Global BBU Forecast by Type, 2021-2025 (Units) ……… 24
Exhibit 15: Global BBU Forecast by Type, 2021-2025 (% Market Share) ……… 24
Exhibit 16: Global 5G NR gNodeB Market Share by Frequency Cluster, 2019 (Units) ….. 29
Exhibit 17: Global 5G NR gNodeB Market Share by Frequency Cluster, 2020 (Units) ….. 29
Exhibit 18: Global 5G NR gNodeB Market Share by Frequency Cluster, 2018 vs. 2019 (Units) …. 30
Exhibit 19: Global 5G NR gNodeB Market Share by Frequency Cluster, 2019 vs. 2020 (Units) …. 30
Exhibit 20: Global 5G NR gNodeB Massive MIMO <6GHz Forecast by Frequency Cluster, 2021-2025 (Units) …………….. 32 Exhibit 21: Global 5G NR gNodeB Massive Antenna Element >6GHz Forecast by Frequency Cluster, 2021-
2025 (Units) ……………. 33
Exhibit 22: Global 5G NR gNodeB Massive MIMO <6GHz Forecast by Geographical Regions, 2021-2025 (Units) …. 36
Exhibit 23: Global 5G NR gNodeB Massive Antenna Element >6GHz Forecast by Geographical Regions,
2021-2025 (Units) …………… 36
Exhibit 24: Global 4G/5G NR BBU Shipments by Duplex Mode, 2018-2019 (Units) ……. 37
Exhibit 25: Global 4G/5G NR BBU Shipments by Duplex/Frequency Cluster, 2019-2020 (Units) ….. 38
Exhibit 26: Global 4G/5G NR BBU Shipments by Duplex/Frequency Cluster, 2020 (Units) ….. 39
Exhibit 27: Global 4G/5G NR BBU Forecast by Duplex/Frequency Cluster, 2021-2025 (Units) …. 39
Exhibit 28: Global 2G/3G BBU Shipment Forecast, 2021-2025 (Units) …….. 42
Exhibit 29: Global BBU Market Share by Region, 2019 (% Market Share) …….. 44
Exhibit 30: Global BBU Market Share by Region, 2020 (% Market Share) …….. 44
Exhibit 31: North America BBU Forecast by Type, 2021-2025 (Units) ……… 46
Exhibit 32: C Band Frequency/Block Band Plan ………… 47
Exhibit 33: CBRS Band Plan ………….. 51
Exhibit 34: Canadian 3.5GHz Band Plan ………. 53
Exhibit 35: Latin America BBU Forecast by Type, 2021-2025 (Units) …… 54
Exhibit 36: Europe BBU Forecast by Type, 2021-2025 (Units) …….. 56
Exhibit 37: Africa BBU Forecast by Type, 2021-2025 (Units) ……… 60
Exhibit 38: The Middle East BBU Forecast by Type, 2020-2023 (Units) ……. 61
Exhibit 39: Rest of Asia Pacific BBU Forecast, 2021-2025 (Units) ……. 63
Exhibit 40: Japanese Mobile Operator CAPEX, FY15-FY21e …….. 65
Exhibit 41: Korean Mobile Operator CAPEX, FY14-FY21e ……….. 67
Exhibit 42: China Mobile CAPEX 2018-2021e ……….. 68
Exhibit 43: China BBU Forecast 2021-2025 (Units) ……….. 70
Exhibit 44: India BBU Forecast 2021-2025 (Units) ……….. 72