2035 年電信市場：基於情境的分析

本報告探討了2035 年電信市場的前景，包括科技、商業和地緣政治對市場的影響，5G、5G-Advanced 和6G 的前景，以及包括悲觀和樂觀在內的各種情境。我們根據以下內容總結了市場前景關於以下內容。

實際好處：

• 了解通訊產業的未來，以便您可以提前規劃
• 確定您所在行業的重大轉變，包括技術、商業和地緣政治影響
• 了解當前的市場方向，並確定營運商、供應商、超大規模提供者和整合商必須採取哪些措施才能生存和成功

關鍵問題的答案：

• 到 2035 年，市場可能會發生什麼？
• 5G、5G-Advanced 和 6G 會成功還是市場會停滯？
• 超大規模企業會繼續主導市場，還是營運商會奮力抗爭？

研究亮點：

• 隨著消費者服務收入下滑，電信業者必須為生存而戰
• 成功的運營商到技術公司計劃需要大量投資、風險和努力。
• 電信基礎設施供應商在適應充滿挑戰的市場條件時可能會變得更加精簡

目錄

介紹

樂觀情境：新希望

中間情境：市場不活躍

悲觀情境：營運商商品化

最有可能的情況

• 電信營運商前景
• 供應商前景
• MSP/SI 展望
• 超大規模的前景
• 衛星視角

Actionable Benefits:

• Understand what is coming in the telco domain and plan ahead.
• Identify key shifts in the industry, including technical, commercial, and geopolitical implications.
• Learn from the current market direction and identify what telcos, vendors, hyperscalers, and integrators need to do to survive and thrive.

Critical Questions Answered:

• What will likely happen in the market until 2035?
• Will 5G, 5G-Advanced and 6G succeed, or will the market remain stationary?
• Will hyperscalers continue to dominate the market, or will telcos compete?

Research Highlights:

• Telcos will need to fight for survival, as their consumer service revenue stagnates.
• Telco to techco initiatives will require heavy investment, risk, and effort to succeed.
• Telecoms infrastructure vendors will likely become much leaner to adapt to the challenging market environment.

Who Should Read This?

• Telco decision makers and executives designing long-term strategies.
• Infrastructure vendors that are currently identifying short-term revenue opportunities, as well as long-term viable business models.
• Hyperscaler and systems integrator executives that aim to understand the telco vertical better and identify which areas they should address.

Table of Contents

Introduction

Optimistic Scenario: A New Hope

Neutral Scenario: Lethargic Market

Pessimistic Scenario: Telco Commoditized

Most Likely Scenario: Neutral with Some Pessimism

• Telco Outlook
• Vendor Outlook
• MSP/SI Outlook
• Hyperscaler Outlook
• Satellite Outlook