SAN JOSE, Calif. – Carriers will deploy as many as 1.5 million LTE base stations by 2015 with Ericsson the leading supplier and Alcatel-Lucent and Huawei battling for second place, according to a new report from In-Stat.
“Ericsson and Alcatel-Lucent have become the early LTE leaders as a result of modernization contracts with Verizon and AT&T," said In-Stat analyst Chris Kissel.
Among other deals, Nokia Siemens Networks recently won an LTE contract with Telecom Italia. Huawei won both A1 Telekom and T-Mobile in Austria. For its part, Samsung has been an LTE supplier to MetroPCS LTE and will be a major factor in South Korea as their LTE market comes online, Kissel said.
The new report projects the top five vendors in global LTE routers and gateways in 2012 will be Alcatel-Lucent, Cisco, Ericsson, Huawei, and Nokia Siemens Networks. From 2011 to 2015, revenues for LTE radio access networks (RANs) will grow 41 percent on a compound basis, it said.
In-Stat expects Ericsson to become the market leader in LTE through 2014. However, it projects that in 2015 four cellular infrastructure vendors will reap $2 billion or more in revenues from LTE RAN equipment sales.
LTE deployments in Asia Pacific will begin a significant ramp in 2015, In-Stat predicts. Ericsson, Huawei, Alcatel-Lucent, and Nokia Siemens will each win at least 10 percent of the business in unit shipments that year, it said.
Looking to next year, Alcatel-Lucent will dominate the LTE packet backhaul infrastructure market in Central and Latin America with Cisco and Ericsson taking second and third place respectively, In-Stat said.
The In-Stat reports projects the number of LTE subscribers and points of presence through 2015. It covers 167 mobile operators and 20 rest-of-world markets.