In a new report, Ovum reveals 2014 capex will likely be US$346bn, with fixed CSPs accounting for 41% of the total and mobile the remainder. Ovum expects:
- flat capex in 2015 due to mobile growing roughly the same amount as fixed capex declines.
- The years 2016 and 2017 are likely to be weak capex-wise, for both the fixed and mobile segments.
- We expect a modest recovery in 2018–19 as a new wave of fixed broadband, fixed cloud/data center, and mobile broadband upgrades start rolling out in a number of large markets".
See also "[Dell’Oro Group]: Why will Telecom Carrier Capex Decline in 2015?" - here.
See "Ovum forecasts CSP capex over 2014–19 period will surpass US$2tn" - here.