Current 6G Trajectory is Evolutionary, According to DellOro Group
Summary
DellOro Group says 6G is progressing quickly, but the most likely path is still evolutionary rather than disruptive. The report expects 6G to build on Massive MIMO, the existing site grid, and wider channel bandwidths to improve RAN economics. It forecasts more than $500 billion in cumulative wireless capex during the first six years of the 6G cycle and more than $100 billion in cumulative RAN revenue. The analysis also says 6G will not expand the overall RAN market much, even though investments will ramp sharply late in the decade.
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