Market Report

December 2023 Disaggregated Cell Site Gateways (DCSG)

December 2023

Report Abstract

This report explores the emergence of the Disaggregated Cell Site Gateways (DCSG) market. DCSG is a white-box cell site gateway or router based on an open and disaggregated architecture for existing 2G/3G/4G and 5G networks. This report analyzes DCSG architectures and implementations, including the emerging market ecosystem. It tracks white box hardware units and sales, and software sales, all broken down by regions: North America, Europe Middle East Africa, Asia Pacific, and Caribbean Latin America. The report provides the total number of cell sites worldwide and 5-year market forecasts. As this market is just emerging, it is too early to publish vendor market shares.

All numbers (e.g., DCSG units and sales) collected and generated in this report relate to the novel disaggregated network nodes that perform the collection, the transport and the routing of mobile traffic coming in and out of the cell site in a radio access network (RAN).

Companies covered in this report include more than a dozen NOS and white-box hardware specialists as well as established telecom network equipment vendors such as Cisco, Ericsson, Juniper Networks and Nokia Networks.

Stéphane Téral

About the Author

Stéphane Téral, Founder & Chief Analyst

With over 35 years of experience in the telecommunications industry, including 28 years in Silicon Valley, Stéphane Téral is regarded as one of the top analysts in his field, having been the trusted advisor at some of the world's largest telecom providers and manufacturers. He specializes in next-generation wireless infrastructure including 5G and 6G, network disaggregation and automation, cloud and quantum networking, programmable core networks and communications service provider digital transformation.

As an advisor to start-ups, service providers, vendors and the investment community, Stéphane helps clients identify new market opportunities, conducts due diligence, and advises on positioning, product development, business plans and M&A. A highly sought thinker and speaker, Stéphane is frequently quoted in prestigious publications such as The Economist, Nikkei Asia, Le Monde, Les Echos, L’Usine Nouvelle, Barron's, and The Wall Street Journal. He also chairs and presents at global industry events including Brooklyn 6G Summit, FYUZ, GSMA Mobile World Congress, OCP Regional Summit, and NGMN IC&E. Stéphane has been a frequent expert judge for industry and technology innovation awards, such as the GSMA Global Mobile Awards (the GLOMOS), and the Layer123 World Congress.

Stéphane founded TÉRAL RESEARCH in January 2023 after 2 years as a Chief Analyst at LightCounting, which he joined in May 2020, after serving as a Technology Fellow at IHS Markit where he was also rewarded with the 2016 Market Research Excellence Award. Previously, he spent 8 years as a principal analyst at Infonetics Research after starting his analyst career at RHK, where he developed the European optical coverage and helped carriers migrate from PSTN to next-generation networks. Prior to RHK, he was an R&D engineer and project manager with Alcatel where he deployed the CATV optical networks that allowed the 1992 Olympics and the grand opening of Euro Disney to be televised using fiber optics for the first time. Stéphane is a McGowan Scholar at the McLaren School of Business of the University of San Francisco where he received his MBA with an emphasis in telecommunications. He holds an engineering degree in telecommunications from the Institut Polytechnique de Paris, France.