6G網路和基礎設施

具體益處：

• 這將有助於確定 6G 投資將在無線設備、人工智慧 (AI) 基礎設施和核心/無線接取網路(RAN) 資本支出 (CAPEX) 方面擴大到哪些領域，並指南長期規劃。
• 我們將了解各地區的需求趨勢，優先選擇快速成長的市場，並據此調整我們的擴張策略。
• 本研究評估了整合感測和通訊 (ISAC) 以及 AI 晶片組在 6G 網路中的商業化時機和規模。

重要問題的答案：

• 2029 年至 2034 年，全球 6G 部署、出貨量和收入將如何發展？
• 哪些地區將推動無線設備、ISAC 基礎設施和 AI 整合網路的發展？
• ISAC 和 AI 晶片組在整個 6G 生態系統中將發揮多大的作用？
• 通訊業者的資本支出（CAPEX）如何分配到核心網路和無線接取網路（RAN）？

調查要點：

• 6G無線設備部署、出貨量和收入的區域預測。
• 基於關鍵指標對符合ISAC標準的無線設備和帶有AI晶片組的無線設備進行詳細細分。
• 截至 2034 年 6G 核心網路與無線接取網資本支出的區域細分
• 全面展望全球市場，涵蓋硬體發展和基礎設施投資趨勢。

本報告的主要主要讀者：

• 通訊業者和網路規劃人員正在製定長期升級策略
• 供應商和生態系統相關人員對 6G 標準和技術趨勢的反應
• 制定頻率策略和國家基礎設施計畫的政策制定者和監管機構。

目錄

桌子

數位

• 圖1：已安裝的6G無線設備數量（按地區分類）
• 圖 2：已安裝的 ISAC 相容無線電收發器數量（按地區分類）
• 圖 3：配備 AI 晶片組的 6G 無線設備的收入（按地區分類）
• 圖 4：6G 核心 RAN 設備投資（按地區分類）

Actionable Benefits:

• Identify where 6G investment will scale across radios, Artificial Intelligence (AI)-enabled infrastructure, and Core/Radio Access Network (RAN) Capital Expenditure (CAPEX) to guide long-term planning.
• Understand regional demand dynamics to prioritize high-growth markets and align deployment strategies.
• Evaluate the commercial timing and scale of Integrated Sensing and Communication (ISAC) and AI chipset integration within 6G networks.

Critical Questions Answered:

• How will 6G installed base, shipments, and revenue evolve globally between 2029 and 2034?
• Which regions will drive growth across radios, ISAC-enabled infrastructure, and AI-integrated networks?
• How significant will ISAC and AI chipsets be within the overall 6G ecosystem?
• How will operator CAPEX be distributed between Core and RAN investments?

Research Highlights:

• Forecasts for 6G radios installed base, shipments, and revenue by region.
• Detailed segmentation of ISAC-enabled radios and AI chipset-equipped radios across key metrics.
• Regional breakdown of 6G Core and RAN CAPEX through 2034.
• Comprehensive global market view covering hardware evolution and infrastructure investment trends.

Who Should Read This?

• Telco operators and network planners defining long-term upgrade strategies.
• Vendors and ecosystem players aligning with 6G standards and technology trends.
• Policymakers and regulators shaping spectrum strategy and national infrastructure plans.

TABLE OF CONTENTS

Tables

• Table 1 6G Radios Installed Base by Region
• Table 2 6G Radio Shipments by Region
• Table 3 6G Radios Revenue by Region
• Table 4 ISAC-Enabled Radios Installed Base by Region
• Table 5 ISAC-Enabled Radio Shipments by Region
• Table 6 ISAC-Enabled Radios Revenue by Region
• Table 7 6G Radios with AI Chipset Installed Base by Region
• Table 8 6G Radios with AI Chipset Shipments by Region
• Table 9 6G Radios with AI Chipset Revenue by Region
• Table 10 6G Core CAPEX by Region
• Table 11 6G RAN CAPEX by Region

Charts

• Chart 1 6G Radios Installed Base by Region
• Chart 2 ISAC-Enabled Radios Installed Base by Region
• Chart 3 6G Radios with AI Chipset Revenue by Region
• Chart 4 6G Core RAN CAPEX by Region