Dell'Oro: Open RAN переходит к стандартизации интерфейсов, а Cloud RAN теряет приоритет

Open RAN is entering a new phase, says Dell’Oro, while Open Fronthaul adoption continues to gain momentum, Cloud RAN and multi-vendor RAN are following increasingly distinct trajectories, reflecting differences in technology readiness, deployment economics, and operator priorities. “Open RAN is increasingly becoming a story about interface standardization rather than supplier diversification,” says Dell’Oro vp Stefan Pongratz, “Open Fronthaul is well positioned to become the preferred interface among the major non-Chinese RAN suppliers, even though most deployments will continue to use radios and basebands from the same vendor. At the same time, Cloud RAN adoption will increasingly depend on the economics of merchant compute and accelerators relative to purpose-built RAN platforms.” The Long-term Open RAN outlook remains largely unchanged. Open Fronthaul continues to gain traction and is expected to become the preferred interface across next-generation RAN platforms, although near-term adoption has progressed more gradually than previously anticipated. The Cloud RAN forecast revised downward. Virtualisation remains an important part of the long-term RAN roadmap, but adoption will increasingly be determined by deployment economics, silicon innovation, and architecture choices rather than being the default with the 6G upgrade cycle. The Multi-vendor RAN outlook remains subdued. Broader adoption of Open Fronthaul is not expected to significantly alter RAN supplier concentration, as most deployments will continue to use radios and basebands from the same supplier.