U.S. Mobile Network Operator Wireless Equipment Forecast, 2024–2028

IDC Market Forecast Figure

• Figure: U.S. Mobile Network Operator Wireless Equipment Revenue Snapshot

Executive Summary

Advice for Technology Suppliers

• Keep Device Promotions in Check

• Go Beyond the Smartphone

Market Forecast

• Table: U.S. Mobile Network Operator Wireless Equipment Revenue, and Growth, 2023–2028

• Table: U.S. Consumer and Business Mobile Network Operator Wireless Equipment Revenue, 2023–2028 ($B)

• Figure: U.S. Mobile Network Operator Consumer and Business Wireless Equipment Revenue Share, 2023 and 2028

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

• Table: U.S. Mobile Network Operator Wireless Equipment Revenue, 2019–2028: Comparison of June 2022 and May 2024 Forecasts ($B)

• Figure: U.S. Mobile Network Operator Wireless Equipment Revenue, 2019–2028: Comparison of June 2022 and May 2024 Forecasts

Market Definition

Methodology

Related Research