CommScope Exits the SAS Business for CBRS in the United States—The First Signs of Market Consolidation for Enterprise Connectivity

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By Leo Gergs | 2Q 2022 | IN-6561

 

CommScope Decides to Discontinue Its SAS Portfolio

NEWS


In a recent announcement, U.S. antenna manufacturer CommScope announced it will discontinue providing its cloud-based SAS portfolio for the shared CBRS band in the United States (2.55 – 3.7 GHz) as of May 31. This should not come as a surprise to the educated observer of the telco industry. After all, CommScope’s strength is in Distributed Antenna Systems (DAS) and its business model has always been hardware-centric, so the SAS business was always a stretch for CommScope. While this might well be an individual development, subject to very individual microeconomic decisions, it can also be seen in a sequence of other recent developments in the market for enterprise connectivity, so it deserves to be discussed in more detail. The U.S. market around CBRS has always been one of the more advanced markets for enterprise connectivity globally, so developments in the United States could be an indication of what is to come for the enterprise connectivity market in other geographical regions.

First Signs of Market Consolidation in the Enterprise …

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