Telecom Infrastructure Equipment Update (June–July 2025)
Global telecom equipment revenues fell 11% in 2024 and are projected to remain flat in 2025. Huawei leads the market with a 31% share, ahead of Nokia at 14% and Ericsson at 13%. Ericsson forecasts 2.9 billion 5G subscriptions by end-2025, with 5G networks expected to carry 80% of global mobile traffic by 2030. China upgraded over 300 cities to 5G-Advanced and surpassed 10 million 5G-A premium users by mid-2025.
