U.S. Mobile Network Operator Wireless Equipment Forecast, 2024-2028
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This IDC study provides a forecast for the U.S. mobile network operator wireless equipment market for 2024-2028, highlighting the potential for a rebound driven by AI smartphones toward 2028."Despite challenges, AI smartphones herald a new era of growth for the U.S. wireless equipment market," says Jitesh Bhayani, research vice president, Worldwide Telecommunications Services, IDC."Wireless equipment revenue constitutes a significant share of total wireless revenue for the U.S. mobile operators," says Pahul Preet Singh, senior analyst, Mobility and IoT Communications Services, IDC. "The stagnant upgrade rates and aggressive promotions by U.S. mobile operators to drive top-line subscriber revenue growth may impede revenue growth in the near future."
IDC Market Forecast Figure
Executive Summary
Advice for Technology Suppliers
- Keep Device Promotions in Check
Market Forecast
Market Context
- Drivers and Inhibitors
- Drivers
- The Surge of Innovative Wireless Devices
- Pervasive Need for Connectivity
- Inhibitors
- Slowing Upgrade Cycles
- Proliferation in eSIM Devices Will Affect Wireless Equipment Revenue
- Competition
- Significant Market Developments
- Mobile Device Upgrade Cycles to Remain Stagnant
- U.S. MNOs Leverage Promotions for Subscriber Growth, But That Leads to Reduced Equipment Revenue
- Decline in Usage of Mobile Hotspots Due to Increasing Availability of Other Alternatives
- Introduction of On-Device GenAI Devices
- Changes from Prior Forecast
Market Definition
Methodology
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