Two recent forecasts on telecom CapEx spending:
- Dell’Oro Group forecasts that the ".. trends for the combined Service Provider Telecom Equipment market comprising the Access, Carrier IP Telephony, Microwave, Mobile RAN, Optical, SP Routers, SP WiFi, and Wireless Packet Core markets, are set to improve between 2014 and 2019—the cumulative Service Provider Telecom Equipment market is expected to be $26 B higher than the comparative five-year period (2008-2013)".
See "Telecom Equipment Sales to Increase by $26 Billion" - here
- ABI Research believes "global wireless capital expenditure (CAPEX) will remain flat in 2015, due to strong U.S. dollar impact on the purchase power of mobile operators and the regional unrest in Middle East and North African regions.
As compared to 2014, ABI Research forecasts a slight decline of 0.6% in global CAPEX. North American operators such as AT&T and Verizon are expecting the percentage of CAPEX to revenue to decline in 2015 .. As multiple operators, such as Vodafone, Singtel, MegaFon, and Softbank, are currently testing 5G technology, ABI Research forecasts 5G to start around 2020, with capital expenditures anticipating 5G starts a few years ahead".
See "Global Wireless Capital Expenditure Flat at US$194 Billion in 2015 with 5G Capital Planning in Sight" - here