Global Macrocell Baseband Unit (BBU)

~ Market Analysis and Forecast, 2019-2023 (15th Edition)~

세계 매크로셀 베이스밴드 유닛 (BBU): 시장분석과 예측 2019-2023 (제15판)

Publisher EJL Wireless Research
Published July 2019
Pages 96
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Total Pages: 96
Total Exhibits: 64
Total Tables: 46
Publication Date: July 2019

Table of Contents

EXECUTIVE SUMMARY .............. 6

2018 Review: Upgrades to LTE Advanced 4.5G and NB-IoT impacted new BBU
hardware shipments ............... 7
BBU Forecast 2019-2023 ............... 9
Demand Drivers for Our Forecast .............. 11
Summary ................. 12
RESEARCH METHODOLOGY ............ 14
BBU Acronyms ................ 14
BBU Architecture Definitions: .............. 14
OEM 5G BBU Examples ................ 16
Air Interface Definitions ............... 17
4G LTE Definitions ................. 18
5G New Radio Definitions ................ 18
Virtual BBUs ................ 18
4G/4.5G Frequency Clusters – Non Massive MIMO ......... 19
4.9G Frequency Clusters –Massive MIMO .......... 19
5G Frequency Clusters – Non-Massive MIMO ........... 20
5G Frequency Clusters – Massive MIMO ............ 20

CHAPTER 1: OVERALL MARKET PERFORMANCE........ 21

1.1 2018: A market correction year dominated by pre-5G jitters ..... 21
1.2 OEM Analysis –It is back to Huawei ............ 25
1.3 The Chinese Factor-Down Due to ZTE ............ 26
1.4 BBU Forecast 2019-2023 .............. 27
1.5 Demand Drivers for Our Forecast ............ 30

CHAPTER 2: 5G NR GNODEBS.......... 33

2.1 5G NR gNodeB Vendor Market Share .......... 36
2.2 5G NR gNodeB Forecast 2019-2023............ 37

CHAPTER 3: 4.9G ENODEBS W/MASSIVE MIMO ....... 42

CHAPTER 4: 4G/4.5G ENODEBS .......... 45

4.1 eNodeB Vendor Market Share .............. 48
4.2 Mid-Band FDD remains the focus for the industry ........ 51
4.3 The Chinese Factor ................ 52

CHAPTER 5: 2G BTS/3G NODEB ............ 55

CHAPTER 6: GEOGRAPHICAL MARKET SHARE ......... 57

SE Asia: The only bright spot in 2018 ........... 57
2019-2023 Forecast .............. 58
6.1 North America ................. 60
6.2 Latin America/Caribbean ............ 66
6.3 Europe .................. 69
6.4 Africa ................. 72
6.5 The Middle East ............... 74
6.6 Asia Pacific .................. 76
6.7 Japan ................. 77
6.8 South Korea ................ 79
6.9 China ................. 80
6.10 India ................ 83

CHAPTER 7: BBU OEM COMPANY PROFILES ......... 85

7.1 Ericsson ................ 86
7.2 Huawei Technologies .............. 88
7.3 Nokia Networks ............... 90
7.4 Samsung Electronics .............. 93
7.5 ZTE ................... 95

TABLES

Table 1: Global BBU Market Share by OEM, 2017-2018 (Units) ............ 8
Table 2: Global BBU Non-Massive MIMO Market Share by Air Interface/Frequency Cluster, 2017-2018
(Units) ...................... 22
Table 3: Global BBU Massive MIMO Market Share by Air Interface/Frequency Cluster, 2017-2018 (Units) 23
Table 4: Global BBU Market Share by OEM, 2017-2018 (Units) .......... 25
Table 5: Global BBU Market Share, Chinese vs. ROW, 2017-2018 (Units) ........ 26
Table 6: Global BBU Forecast by Air Interface, 2019-2023 (Units) ............ 32
Table 7: Global BBU Forecast by Air Interface, 2019-2023 (% Market Share) ........ 32
Table 8: Global BBU Forecast by Air Interface, 2019-2023 (% YoY Growth) ........ 32
Table 9: Global 5G NR gNodeB Market Share, 2017-2018 (Units) .......... 36
Table 10: Global 5G NR gNodeB Forecast by Frequency Cluster, 2019-2023 (Units) ........ 38
Table 11: Global 5G NR gNodeB Forecast by Frequency Cluster, 2019-2023 (% Market Share) ..... 38
Table 12: Global 5G NR gNodeB Forecast by Frequency Cluster, 2019-2023 (% Growth YoY) .... 38
Table 13: Global 5G NR gNodeB Forecast by <6GHz vs. >6GHz, 2019-2023 (Units) ........ 40
Table 14: Global 5G NR gNodeB Forecast by <6GHz vs. >6GHz, 2019-2023 (% Market Share) .... 40
Table 15: Global 5G NR gNodeB Forecast by <6GHz vs. >6GHz, 2019-2023 (% Growth YoY) .... 40
Table 16: Global 5G NR gNodeB Forecast by Region, 2019-2023 (Units) ......... 41
Table 17: Global 5G NR gNodeB Forecast by Region, 2019-2023 (% Market Share) ........ 41
Table 18: Global 5G NR gNodeB Forecast by Region, 2019-2023 (% Growth YoY) ........ 41
Table 19: Global 4.9G MM eNodeB Shipments by Duplex Mode, 2017-2018 (Units) ...... 43
Table 20: Global 4.9G MM eNodeB Forecast by Duplex Mode, 2019-2023 (Units) ...... 44
Table 21: Global 4.9G MM eNodeB Forecast by Duplex Mode, 2019-2023 (% Market Share) ..... 44
Table 22: Global 4.9G MM eNodeB Forecast by Duplex Mode, 2019-2023 (% Growth YoY) ..... 44
Table 23: Global 4G/4.5G eNodeB Shipments by Duplex Mode, 2017-2018 (Units)....... 45
Table 24: Global 4G/4.5G eNodeB Market Share, 2017-2018 (Units) ........ 48
Table 25: Global 4G/4.5G FDD eNodeB Market Share, 2017-2018 (Units) .......... 49
Table 26: Global 4G/4.5G TDD eNodeB Market Share, 2017-2018 (Units) .......... 50
Table 27: Global 4G/4.5G eNodeB Shipments by Frequency Cluster, 2017-2018 (Units) ..... 51
Table 28: Global 4G/4.5G eNodeB Market Share, Chinese vs. ROW, 2017-2018 (Units) ...... 52
Table 29: Global 4G/4.5G eNodeB Forecast by Frequency Cluster, 2019-2023 (Units) ..... 54
Table 30: Global 4G/4.5G eNodeB Forecast by Frequency Cluster, 2019-2023 (% Market Share) .. 54
Table 31: Global 4G/4.5G eNodeB Forecast by Frequency Cluster, 2019-2023 (% Growth YoY) .... 54
Table 32: Global 2G/3G BTS/NodeB Shipments, 2017-2018 (Units) .......... 55
Table 33: Global BBU Shipments by Region, Forecast vs. Actual, 2018 ........ 57
Table 34: Global BBU Shipment Forecast by Region, 2019-2023 (Units) ......... 59
Table 35: Global BBU Shipment Forecast by Region, 2019-2023 (% Market Share) ...... 59
Table 36: Global BBU Shipment Forecast by Region, 2019-2023 (% YoY Growth) ........ 59
Table 37: Ericsson BBU Shipments Non-Massive MIMO, 2017-2018 (Units) ........ 87
Table 38: Ericsson BBU Shipments Massive MIMO, 2017-2018 (Units) ......... 87
Table 39: Huawei BBU Shipments Non-Massive MIMO, 2017-2018 (Units) ......... 89
Table 40: Huawei BBU Shipments Massive MIMO, 2017-2018 (Units) .......... 89
Table 41: Nokia Networks BBU Shipments Non-Massive MIMO, 2017-2018 (Units) ....... 92
Table 42: Nokia Networks BBU Shipments Massive MIMO, 2017-2018 (Units) ........ 92
Table 43: Samsung BBU Shipments by Frequency Bands/Air Interface, 2017-2018 (Units) ..... 94
Table 44: Samsung BBU Shipments Massive MIMO, 2017-2018 (Units) .......... 94
Table 45: ZTE BBU Shipments Non-Massive MIMO, 2017-2018 (Units) ........ 96
Table 46: ZTE BBU Shipments Massive MIMO, 2017-2018 (Units) ............ 96

EXHIBITS

Exhibit 1: Historical Global BBU Shipments, 2001-2018 (Units) ............ 6
Exhibit 2: Global BBU Market Share by OEM, 2018 (% Market Share) ......... 9
Exhibit 3: Global BBU Forecast 2019-2023, (% YoY Growth) .......... 10
Exhibit 4: Generic Multi-Slot Chassis/Backplane BBU ............ 15
Exhibit 5: Generic 4G & 5G Macrocell Site BBU Configuration.......... 15
Exhibit 6: Ericsson Baseband 6641 (Top) and 6648 (Bottom) 5G BBUs ........ 16
Exhibit 7: CICT 8-slot (Top) and 12 slot (Bottom) 5G BBUs ............ 16
Exhibit 8: Huawei BBU5900 5G BBU ................. 16
Exhibit 9: Nokia AirScale 5G BBU .................. 17
Exhibit 10: Samsung 5G BBU .................... 17
Exhibit 11: ZTE V9200 5G BBU .................. 17
Exhibit 12: Comparison of 2018 Global BBU Forecast vs. Actual Shipments ........ 21
Exhibit 13: Global BBU Shipments, 2017-2018 (Units) ............. 22
Exhibit 14: Global 5G NR BBU Market Share by Frequency Band, 2018 (% Market Share) ...... 23
Exhibit 15: Global BBU Market Share by Technology Generation, 2018 (% Market Share) ...... 24
Exhibit 16: Global BBU Market Share by Air Interface, 2017-2018 (Units) .......... 24
Exhibit 17: Global BBU Market Share by OEM, 2018 (% Market Share) ........ 25
Exhibit 18: Global BBU Market Share, Chinese vs. ROW, 2017-2018 (Units) ....... 26
Exhibit 19: Global BBU Forecast 2019-2023, (% YoY Growth) ............ 28
Exhibit 20: Global BBU Forecast, Prior vs. Current, 2019-2023 (Units) ......... 29
Exhibit 21: Global Historical BBU Shipments, 2001-2018, (Units) .......... 29
Exhibit 22: Global BBU Forecast by Air Interface, 2019-2023 (Units) ........ 31
Exhibit 23: Global BBU Forecast by Air Interface, 2019-2023 (% Market Share) ....... 31
Exhibit 24: Timing of 5G NR Specifications and 3GPP Timeline ........... 33
Exhibit 25: 4G/4.5G/4.9G/5G Performance Comparison .............. 35
Exhibit 26: Global 5G NR gNodeB Market Share, 2018 (Units) ........... 36
Exhibit 27: 5G NR gNodeB Market Share by Region, 2018 (Units) ............ 37
Exhibit 28: Global 5G NR gNodeB Forecast by Frequency Cluster, 2019-2023 (Units) ...... 39
Exhibit 29: Global 5G NR gNodeB Forecast by <6GHz vs. >6GHz, 2019-2023 (Units) ...... 40
Exhibit 30: Global 5G NR gNodeB Forecast by Major Geographical Regions, 2019-2023 (Units) ..... 41
Exhibit 31: Global 4.9G MM eNodeB Forecast, 2019-2023 (Units).......... 43
Exhibit 32: Global 4.9G MM eNodeB Forecast by Duplex Mode, 2019-2023 (Units) ....... 44
Exhibit 33: Global 4G/4.5G eNodeB Shipments by Duplex Mode, 2017-2018 (Units) ........ 45
Exhibit 34: Global 4G/4.5G eNodeB Shipment Forecast, 2019-2023 (Units) ........ 46
Exhibit 35: Comparison of 2018 Global 4G/4.5G eNodeB Forecast vs. Actual Shipments ..... 47
Exhibit 36: Global 4G/4.5G eNodeB Shipments, 2017-2018 (Units) .......... 47
Exhibit 37: Global 4G/4.5G eNodeB Market Share by OEM, 2018 (% Market Share) ........ 48
Exhibit 38: Global 4G/4.5G FDD eNodeB Market Share by OEM, 2018 (% Market Share) .... 49
Exhibit 39: Global 4G/4.5G TDD eNodeB Market Share by OEM, 2018 (% Market Share) .... 50
Exhibit 40: Global 4G/4.5G eNodeB Shipments by Frequency Cluster, 2018 (Units) ...... 51
Exhibit 41: Global 4G/4.5G eNodeB Market Share, Chinese vs. ROW, 2017-2018 (Units) .... 52
Exhibit 42: Global 4G/4.5G eNodeB Forecast by Frequency Cluster, 2019-2023 (Units) ...... 53
Exhibit 43: Global 4G/4.5G eNodeB Forecast by Duplex Mode, 2019-2023 (Units) ........ 54
Exhibit 44: Comparison of 2018 Global 2G/3G BTS/NodeB Forecast vs. Actual Shipments ...... 55
Exhibit 45: Global 2G/3G BTS/NodeB Shipments, 2017-2018 (Units) ........ 56
Exhibit 46: Global 2G/3G BTS/NodeB Shipment Forecast, 2019-2023 (Units) ........ 56
Exhibit 47: Global BBU Market Share by Region, 2018 (% Market Share) ........ 58
Exhibit 48: North America BBU Forecast by Type, 2019-2023 (Units) .......... 60
Exhibit 49: AT&T Wireless 5G Evolution Smartphone Icon ........... 61
Exhibit 50: Latin America BBU Forecast by Type, 2019-2023 (Units) ........ 66
Exhibit 51: Europe BBU Forecast by Type, 2019-2023 (Units) ............ 69
Exhibit 52: Africa BBU Forecast by Type, 2019-2023 (Units) .......... 73
Exhibit 53: The Middle East BBU Forecast by Type, 2019-2023 (Units) ........ 74
Exhibit 54: Rest of Asia Pacific BBU Forecast, 2019-2023 (Units) .......... 76
Exhibit 55: Japanese Mobile Operator CAPEX, FY15-FY19e ............. 77
Exhibit 56: Korean Mobile Operator CAPEX, FY14-FY19e ............. 79
Exhibit 57: China Mobile CAPEX 2017-2019 ................ 80
Exhibit 58: China BBU Shipment Forecast 2019-2023 (Units) ............ 82
Exhibit 59: India BBU Shipment Forecast 2019-2023 (Units) .......... 84
Exhibit 60: Ericsson BBU Shipments by Mobile Generation, 2018 (% Market Share) ........ 87
Exhibit 61: Huawei BBU Shipments by Mobile Generation, 2018 (% Market Share) ...... 89
Exhibit 62: Nokia Networks BBU Shipments by Mobile Generation, 2018 (% Market Share) .... 92
Exhibit 63: Samsung BBU Shipments by Mobile Generation, 2018 (% Market Share) ....... 94
Exhibit 64: ZTE BBU Shipments by Mobile Generation, 2018 (% Market Share) ........ 96


 
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