Global Fronthaul Optical Transceiver (OTRX) Modules

~ Market Analysis and Forecast, 2017-2021 (1st Edition)~

세계 프런트홀 광트랜시버 (OTRX) 모듈 : 시장분석과 예측 2017-2021(제1판)

Publisher EJL Wireless Research
Published January 2019
Pages 129
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Total Pages: 129
Total Exhibits: 64
Total Tables: 87
Publication Date: January 2018

Table of Contents

EXECUTIVE SUMMARY .............. 7

2016 RRU Review: Preparing for 4.5G/4.9G .......... 7
2017-2021 Forecast ............... 9
Demand Drivers for Our Forecast .............. 10
Summary ................. 11
RESEARCH METHODOLOGY ............ 13
Mobile Fronthaul Definition .............. 14
Distributed RAN Macro Site BBU-RRU/MM-ARS Architecture ...... 16
Fronthaul OTRX Module Definitions ............ 18
Remote Radio Unit (RRU) Architecture Definitions: ......... 19
Air Interface Definitions ............... 20

CHAPTER 1: WIRELESS FRONTHAUL STANDARDS........ 24

CHAPTER 2: OVERALL MARKET PERFORMANCE........ 28

1.1 2016: Units down 8%, revenues down 33% ......... 28

CHAPTER 3: FRONTHAUL OTRX MODULE OEM MARKET ANALYSIS ..... 32

CHAPTER 4: MOBILE NETWORK MARKET ISSUES 2017-2021 .... 33

Wireless Industry Trends .............. 33
Near Term Market Trends 2017-2018: .......... 33
Mid Term Market Trends: 2019-2021 ............ 34

CHAPTER 5: 4.XG MIGRATION FRONTHAUL IMPACT ANALYSIS .... 35

4G Technology ................ 35
4.5G Technology ................ 36
4.9G Technology ................ 36

CHAPTER 6: 5G NR FRONTHAUL IMPACT ANALYSIS ....... 38

CHAPTER 7: FRONTHAUL OTRX MODULE SHIPMENT FORECAST ...... 40

2017-2021 Forecast .............. 40
Demand Drivers for Our Forecast .............. 41
Fronthaul OTRX Unit Forecast by Data Rate ............ 43

CHAPTER 8: FRONTHAUL OTRX MODULE REVENUE FORECAST .... 45

2017-2021 Forecast .............. 45
Fronthaul OTRX Revenue Forecast by Data Rate ......... 47

CHAPTER 9: GEOGRAPHICAL MARKET SHARE ......... 49

China remains the top consumer of OTRX modules ........ 49

CHAPTER 10: NORTH AMERICA.......... 55

North America Fronthaul OTRX Module Shipment Forecast, 2017-2021 ..... 62
North America Fronthaul OTRX Module Revenue Forecast, 2017-2021 ...... 64

CHAPTER 11: LATIN AMERICA & CARIBBEAN ......... 66

Latin America Fronthaul OTRX Module Shipment Forecast, 2017-2021 ...... 72
Latin America Fronthaul OTRX Module Revenue Forecast, 2017-2021 .... 74

CHAPTER 12: EUROPE .............. 76

Europe Fronthaul OTRX Module Shipment Forecast, 2017-2021 ...... 82
Europe Fronthaul OTRX Module Revenue Forecast, 2017-2021 ........ 84

CHAPTER 13: AFRICA............ 86

Africa Fronthaul OTRX Module Shipment Forecast, 2017-2021 ........ 90
Africa Fronthaul OTRX Module Revenue Forecast, 2017-2021 ...... 92

CHAPTER 14: THE MIDDLE EAST........... 94

The Middle East Fronthaul OTRX Module Shipment Forecast, 2017-2021 ... 98
The Middle East Fronthaul OTRX Module Revenue Forecast, 2017-2021 ..... 100

CHAPTER 15: REST OF ASIA PACIFIC .......... 102

Rest of Asia Pacific Fronthaul OTRX Module Shipment Forecast, 2017-2021 ... 109
Rest of Asia Pacific Fronthaul OTRX Module Revenue Forecast, 2017-2021 .... 111

CHAPTER 16: CHINA MARKET ANALYSIS ......... 113

China Fronthaul OTRX Module Shipment Forecast, 2017-2021 ...... 118
China Fronthaul OTRX Module Revenue Forecast, 2017-2021 ....... 120

CHAPTER 17: INDIA MARKET ANALYSIS .......... 122

India Fronthaul OTRX Module Shipment Forecast, 2017-2021 ....... 126
India Fronthaul OTRX Module Revenue Forecast, 2017-2021 ........ 128

TABLES

Table 1: Global Fronthaul OTRX Module Shipments by Data Rate, 2015-2016 (Units) ........ 8
Table 2: Fronthaul OTRX Module Types ................ 18
Table 3: Mobile Fronthaul OTRX Module Average Selling Price (ASP) Assumptions, 2015-2021E .... 23
Table 4: CPRI v7.0 Data Rates ................... 25
Table 5: OBSAI RP3-01 v4.2 Data Rates ................. 25
Table 6: eCPRI v1.0 C/U Plane Data Rates by Split Option ............. 26
Table 7: Global Fronthaul OTRX Module Shipment Market Share by Data Rates, 2015-2016 (Units) .... 29
Table 8: Global Fronthaul OTRX Module Revenue Market Share by Data Rates, 2015-2016 (mUSD) .... 30
Table 9: Global Fronthaul OTRX Module Shipments by OEM, 2015-2016 (Units) ........ 32
Table 10: Global Fronthaul OTRX Module Shipment Forecast by Data Rate, 2017-2021 (Units) ..... 43
Table 11: Global Fronthaul OTRX Module Shipment Forecast by Data Rate, 2017-2021 (% Market Share).. 43
Table 12: Global Fronthaul OTRX Module Shipment Forecast by Data Rate, 2017-2021 (% YoY Growth) . 44
Table 13: Global Fronthaul OTRX Module Shipment Forecast by Data Rate, 2017-2021 (mUSD) ... 47
Table 14: Global Fronthaul OTRX Module Shipment Forecast by Data Rate, 2017-2021 (% Market Share)... 47
Table 15: Global Fronthaul OTRX Module Shipment Forecast by Data Rate, 2017-2021 (% YoY Growth) . 47
Table 16: Global Fronthaul OTRX Module Shipments by Region, 2015-2016 (Units) ...... 49
Table 17: Global Fronthaul OTRX Module Shipments Forecast by Region, 2017-2021 (Units) ..... 51
Table 18: Global Fronthaul OTRX Module Shipments Forecast by Region, 2017-2021 (% Market Share) . 51
Table 19: Global Fronthaul OTRX Module Shipments Forecast by Region, 2017-2021 (% YoY Growth) .... 52
Table 20: Global Fronthaul OTRX Module Revenues by Region, 2015-2016 (mUSD) ........ 52
Table 21: Global Fronthaul OTRX Module Revenue Forecast by Region, 2017-2021 (mUSD) ...... 54
Table 22: Global Fronthaul OTRX Module Revenue Forecast by Region, 2017-2021 (% Market Share) .... 54
Table 23: Global Fronthaul OTRX Module Revenue Forecast by Region, 2017-2021 (% YoY Growth) .... 54
Table 24: North America Fronthaul OTRX Module Shipments by Type, 2015-2016 (Units) ...... 60
Table 25: North America Fronthaul OTRX Module Revenues by Type, 2015-2016 (mUSD) ...... 61
Table 26: North America Fronthaul OTRX Module Forecast by Type, 2017-2021 (Units) ...... 63
Table 27: North America Fronthaul OTRX Module Forecast by Type, 2017-2021 (% Market Share) ... 63
Table 28: North America Fronthaul OTRX Module Forecast by Type, 2017-2021 (% Growth YoY) .. 63
Table 29: North America Fronthaul OTRX Module Revenue Forecast by Type, 2017-2021 (mUSD) .... 65
Table 30: North America Fronthaul OTRX Module Revenue Forecast by Type, 2017-2021 (% Market Share)... 65
Table 31: North America Fronthaul OTRX Module Revenue Forecast by Type, 2017-2021 (% Growth YoY).. 65
Table 32: Latin America Fronthaul OTRX Module Shipments by Type, 2015-2016 (Units) .... 70
Table 33: Latin America Fronthaul OTRX Module Revenues by Type, 2015-2016 (mUSD) .... 71
Table 34: Latin America Fronthaul OTRX Module Forecast by Type, 2017-2021 (Units) .... 73
Table 35: Latin America Fronthaul OTRX Module Forecast by Type, 2017-2021 (% Market Share) .... 73
Table 36: Latin America Fronthaul OTRX Module Forecast by Type, 2017-2021 (% Growth YoY) ... 73
Table 37: Latin America Fronthaul OTRX Module Revenue Forecast by Type, 2017-2021 (mUSD) .... 75
Table 38: Latin America Fronthaul OTRX Module Revenue Forecast by Type, 2017-2021 (% Market Share)... 75
Table 39: Latin America Fronthaul OTRX Module Revenue Forecast by Type, 2017-2021 (% Growth YoY) 75
Table 40: Europe Fronthaul OTRX Module Shipments by Type, 2015-2016 (Units)........ 80
Table 41: Europe Fronthaul OTRX Module Revenues by Type, 2015-2016 (mUSD) ....... 81
Table 42: Europe Fronthaul OTRX Module Forecast by Type, 2017-2021 (Units) ........ 83
Table 43: Europe Fronthaul OTRX Module Forecast by Type, 2017-2021 (% Market Share) .... 83
Table 44: Europe Fronthaul OTRX Module Forecast by Type, 2017-2021 (% Growth YoY) ...... 83
Table 45: Europe Fronthaul OTRX Module Revenue Forecast by Type, 2017-2021 (mUSD) ..... 85
Table 46: Europe Fronthaul OTRX Module Revenue Forecast by Type, 2017-2021 (% Market Share) ... 85
Table 47: Europe Fronthaul OTRX Module Revenue Forecast by Type, 2017-2021 (% Growth YoY) .. 85
Table 48: Africa Fronthaul OTRX Module Shipments by Type, 2015-2016 (Units) ...... 88
Table 49: Africa Fronthaul OTRX Module Revenues by Type, 2015-2016 (mUSD) ...... 89
Table 50: Africa Fronthaul OTRX Module Forecast by Type, 2017-2021 (Units) ...... 91
Table 51: Africa Fronthaul OTRX Module Forecast by Type, 2017-2021 (% Market Share) ...... 91
Table 52: Africa Fronthaul OTRX Module Forecast by Type, 2017-2021 (% Growth YoY) ..... 91
Table 53: Africa Fronthaul OTRX Module Revenue Forecast by Type, 2017-2021 (mUSD) .... 93
Table 54: Africa Fronthaul OTRX Module Revenue Forecast by Type, 2017-2021 (% Market Share) .. 93
Table 55: Africa Fronthaul OTRX Module Revenue Forecast by Type, 2017-2021 (% Growth YoY) .... 93
Table 56: The Middle East Fronthaul OTRX Module Shipments by Type, 2015-2016 (Units) .... 96
Table 57: The Middle East Fronthaul OTRX Module Revenues by Type, 2015-2016 (mUSD) .... 97
Table 58: The Middle East Fronthaul OTRX Module Forecast by Type, 2017-2021 (Units) .... 99
Table 59: The Middle East Fronthaul OTRX Module Forecast by Type, 2017-2021 (% Market Share) .... 99
Table 60: The Middle East Fronthaul OTRX Module Forecast by Type, 2017-2021 (% Growth YoY) ... 99
Table 61: The Middle East Fronthaul OTRX Module Revenue Forecast by Type, 2017-2021 (mUSD) ... 101
Table 62: The Middle East Fronthaul OTRX Module Revenue Forecast by Type, 2017-2021 (% Market
Share) ....................... 101
Table 63: The Middle East Fronthaul OTRX Module Revenue Forecast by Type, 2017-2021 (% Growth YoY)... 101
Table 64: Rest of Asia Pacific Fronthaul OTRX Module Shipments by Type, 2015-2016 (Units) .... 107
Table 65: Rest of Asia Pacific Fronthaul OTRX Module Revenues by Type, 2015-2016 (mUSD) .... 108
Table 66: Rest of Asia Pacific Fronthaul OTRX Module Forecast by Type, 2017-2021 (Units) .... 110
Table 67: Rest of Asia Pacific Fronthaul OTRX Module Forecast by Type, 2017-2021 (% Market Share). 110
Table 68: Rest of Asia Pacific Fronthaul OTRX Module Forecast by Type, 2017-2021 (% Growth YoY) ... 110
Table 69: Rest of Asia Pacific Fronthaul OTRX Module Revenue Forecast by Type, 2017-2021 (mUSD) . 112
Table 70: Rest of Asia Pacific Fronthaul OTRX Module Revenue Forecast by Type, 2017-2021 (% Market
Share) ....................... 112
Table 71: Rest of Asia Pacific Fronthaul OTRX Module Revenue Forecast by Type, 2017-2021 (% Growth
YoY) ....................... 112
Table 72: China Fronthaul OTRX Module Shipments by Type, 2015-2016 (Units) ....... 116
Table 73: China Fronthaul OTRX Module Revenues by Type, 2015-2016 (mUSD) ....... 117
Table 74: China Fronthaul OTRX Module Forecast by Type, 2017-2021 (Units) ....... 119
Table 75: China Fronthaul OTRX Module Forecast by Type, 2017-2021 (% Market Share) .... 119
Table 76: China Fronthaul OTRX Module Forecast by Type, 2017-2021 (% Growth YoY) ...... 119
Table 77: China Fronthaul OTRX Module Revenue Forecast by Type, 2017-2021 (mUSD) ..... 121
Table 78: China Fronthaul OTRX Module Revenue Forecast by Type, 2017-2021 (% Market Share) ... 121
Table 79: China Fronthaul OTRX Module Revenue Forecast by Type, 2017-2021 (% Growth YoY) .. 121
Table 80: India Fronthaul OTRX Module Shipments by Type, 2015-2016 (Units) ........ 124
Table 81: India Fronthaul OTRX Module Revenues by Type, 2015-2016 (mUSD) ........ 125
Table 82: India Fronthaul OTRX Module Forecast by Type, 2017-2021 (Units) ........ 127
Table 83: India Fronthaul OTRX Module Forecast by Type, 2017-2021 (% Market Share) ..... 127
Table 84: India Fronthaul OTRX Module Forecast by Type, 2017-2021 (% Growth YoY) .... 127
Table 85: India Fronthaul OTRX Module Revenue Forecast by Type, 2017-2021 (mUSD)...... 129
Table 86: India Fronthaul OTRX Module Revenue Forecast by Type, 2017-2021 (% Market Share) .... 129
Table 87: India Fronthaul OTRX Module Revenue Forecast by Type, 2017-2021 (% Growth YoY) ... 129

EXHIBITS

Exhibit 1: Global Fronthaul OTRX Modules by Data Rate, 2016 (% Market Share) ....... 8
Exhibit 2: Global Fronthaul OTRX Module Shipment Forecast, 2017-2021, (% YoY Growth) ...... 9
Exhibit 3: EJL Wireless Mobile Fronthaul OTRX Market Share/Forecast Methodology ........ 14
Exhibit 4: Distributed RAN Fronthaul Architecture Example ............ 15
Exhibit 5: Centralized RAN Fronthaul Architecture Example ............ 15
Exhibit 6: RRU/MM-ARS Star Configuration ................ 16
Exhibit 7: RRU Daisy Chain/Cascade Configuration ............ 17
Exhibit 8: Migration from RRU to Semi-Active Antennas to MM-ARS ......... 21
Exhibit 9: Mobile Fronthaul Optical Transceiver Product Chart ............ 22
Exhibit 10: eCPRI Split Diagram ................. 26
Exhibit 11: 3GPP 5G Fronthaul Split Options ............... 26
Exhibit 12: Global Fronthaul OTRX Module Shipments, 2015-2016 (Units) .......... 28
Exhibit 13: Global Fronthaul OTRX Module Shipments by Data Rate, 2016 (% Market Share) .... 29
Exhibit 14: Global Fronthaul OTRX Module Revenues by Data Rate, 2016 (% Market Share) ..... 30
Exhibit 15: Global Fronthaul OTRX Modules by Data Rate, 2015-2016 (Units) ........ 31
Exhibit 16: Global Fronthaul OTRX Modules by Data Rate, 2015-2016 (mUSD) ...... 31
Exhibit 17: Global Fronthaul OTRX Module Shipments by OEM, 2016 (% Market Share) ...... 32
Exhibit 18: 4.xG/5G Fronthaul Link Requirements vs. MIMO Order ........... 39
Exhibit 19: Global Fronthaul OTRX Module Shipment Forecast, 2017-2021, (% YoY Growth) ..... 40
Exhibit 20: Global Fronthaul OTRX Module Shipment Forecast, 2017-2021, (Units) ...... 41
Exhibit 21: Global Fronthaul OTRX Module Shipment Forecast by Data Rate Cluster, 2017-2021, (Units) 44
Exhibit 22: Global Fronthaul OTRX Module Revenue Forecast, 2017-2021, (% YoY Growth).... 45
Exhibit 23: Global Fronthaul OTRX Module Revenue Forecast, 2017-2021, (mUSD) ...... 46
Exhibit 24: Global Fronthaul OTRX Module Revenue Forecast by Data Rate Cluster, 2017-2021, (mUSD) 48
Exhibit 25: Global Fronthaul OTRX Module Shipments by Region, 2016 (Units) ...... 50
Exhibit 26: Global Fronthaul OTRX Module Shipments by Region, 2015-2016 (Units) ....... 50
Exhibit 27: Global Fronthaul OTRX Module Revenues by Region, 2016 (mUSD) ...... 53
Exhibit 28: Global Fronthaul OTRX Module Revenues by Region, 2015-2016 (mUSD) ...... 53
Exhibit 29: North America Fronthaul OTRX Module Shipments by Type, 2016 (Units) ....... 60
Exhibit 30: North America Fronthaul OTRX Module Revenues by Type, 2016 (mUSD) ...... 61
Exhibit 31: North America Fronthaul OTRX module Forecast, 2017-2021, (Units) ...... 62
Exhibit 32: North America Fronthaul OTRX Module Revenue Forecast, 2017-2021, (mUSD) .... 64
Exhibit 33: Latin America Fronthaul OTRX Module Shipments by Type, 2016 (Units) ........ 70
Exhibit 34: Latin America Fronthaul OTRX Module Revenues by Type, 2016 (mUSD) ....... 71
Exhibit 35: Latin America Fronthaul OTRX Module Forecast, 2017-2021, (Units) ....... 72
Exhibit 36: Latin America Fronthaul OTRX Module Revenue Forecast, 2017-2021, (mUSD) ..... 74
Exhibit 37: Europe Fronthaul OTRX Module Shipments by Type, 2016 (Units) ........ 80
Exhibit 38: Europe Fronthaul OTRX Module Revenues by Type, 2016 (mUSD) ....... 81
Exhibit 39: Europe Fronthaul OTRX Module Forecast, 2017-2021, (Units) ........ 82
Exhibit 40: Europe Fronthaul OTRX Module Revenue Forecast, 2017-2021, (mUSD) ........ 84
Exhibit 41: Africa Fronthaul OTRX Module Shipments by Type, 2016 (Units) ....... 88
Exhibit 42: Africa Fronthaul OTRX Module Revenues by Type, 2016 (mUSD) ......... 89
Exhibit 43: Africa Fronthaul OTRX module Forecast, 2017-2021, (Units) ......... 90
Exhibit 44: Africa Fronthaul OTRX Module Revenue Forecast, 2017-2021, (mUSD) ....... 92
Exhibit 45: The Middle East Fronthaul OTRX Module Shipments by Type, 2016 (Units) ..... 96
Exhibit 46: The Middle East Fronthaul OTRX Module Revenues by Type, 2016 (mUSD) .... 97
Exhibit 47: The Middle East Fronthaul OTRX Module Forecast, 2017-2021, (Units) ....... 98
Exhibit 48: The Middle East Fronthaul OTRX Module Revenue Forecast, 2017-2021, (mUSD) ... 100
Exhibit 49: Japanese Mobile Operator CAPEX, FY15-FY17 ............. 104
Exhibit 50: Korean Mobile Operator CAPEX, FY14-FY17 ............. 105
Exhibit 51: Rest of Asia Pacific Fronthaul OTRX Module Shipments by Type, 2016 (Units) .... 107
Exhibit 52: Rest of Asia Pacific Fronthaul OTRX Module Revenues by Type, 2016 (mUSD) .... 108
Exhibit 53: Rest of Asia Pacific Fronthaul OTRX Module Forecast, 2017-2021, (Units) .... 109
Exhibit 54: Rest of Asia Pacific Fronthaul OTRX Module Revenue Forecast, 2017-2021, (mUSD) .... 111
Exhibit 55: China Mobile CAPEX, 2016-2017 ................ 113
Exhibit 56: China Mobile 5G Deployment Timeline .............. 114
Exhibit 57: China Fronthaul OTRX Module Shipments by Type, 2016 (Units) ........ 116
Exhibit 58: China Fronthaul OTRX Module Revenues by Type, 2016 (mUSD) ....... 117
Exhibit 59: China Fronthaul OTRX Module Forecast, 2017-2021, (Units) ........ 118
Exhibit 60: China Fronthaul OTRX Module Revenue Forecast, 2017-2021, (mUSD) ........ 120
Exhibit 61: India Fronthaul OTRX Module Shipments by Type, 2016 (Units) ......... 124
Exhibit 62: India Fronthaul OTRX Module Revenues by Type, 2016 (mUSD) ........ 125
Exhibit 63: India Fronthaul OTRX Modules Forecast, 2017-2021, (Units) .......... 126
Exhibit 64: India Fronthaul OTRX Modules by Data Rate Forecast, 2017-2021, (mUSD) .... 128


 
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