Telecom Infrastructure Equipment Update (June–July 2025)
Global telecom equipment revenues declined about 11% in 2024 and are forecast to be essentially flat in 2025. Huawei remains the leading telecom equipment supplier with about 31% global market share, ahead of Nokia at 14% and Ericsson at 13%. Ericsson’s Mobility Report (June 2025) projects 5G subscriptions reaching about 2.9 billion by the end of 2025, roughly one third of all mobile subscriptions. 5G networks are expected to carry 80% of global mobile traffic by 2030. Over 80% of surveyed operators offer Fixed Wireless Access, with more than half selling tiered 5G speed plans, and FWA is projected to