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市場調查報告書
商品編碼
2130226
全球電信業資本支出：趨勢與預測（2020-2032 年）Telecoms Capex Worldwide: Trends and Forecasts 2020-2032 |
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「電信資產的經濟使用壽命延長，導致資本支出成長放緩。」
自2022年以來，通訊業的資本投資一直呈下降趨勢，目前尚不確定是否會出現復甦。
本報告提供了八個全球區域、十三個國家和歐盟的基礎設施、硬體和軟體的詳細資本支出預測，並按資產類型和來源進行了細分。
本報告提供了2020年以來的實際資料以及到2032年的資本支出預測，並按以下來源進行了細分：
- 資金來源：電信業者、基礎設施公司、內容與應用業者（CAP）、企業
- 網路資產類型：有線存取、無線存取、無線異地傳輸和封包核心網路、傳輸網路、營運商資料中心和雲端堆疊支出以及累計軟體。
- 類別：基礎設施和技術
- 新網路與傳統網路
- 成長性投資和維護性投資。
本報告還深入說明了全球整體和區域通訊業的支出趨勢。
本報告探討的問題
- 從現在到2032年，通訊業的資本支出（CAPEX）預期趨勢是什麼？推動這項投資的因素是什麼？
- 人工智慧流量、人工智慧基礎設施需求和人工智慧能力如何影響支出？
- 電信業者將在哪些技術和架構上增加支出？ 6G何時才能成為其資本投資的重要組成部分？
- 非傳統企業、批發供應商以及雲端運算和企業創投的聯合投資者的資本支出將達到多少？
"The useful economic life of telecoms assets is lengthening, and for that reason capex is slowing."
Telecoms capex has been in decline since 2022, but whether there will be a rebound remains an open question.
This report provides granular capex forecasts for infrastructure, hardware and software by asset type and source for 8 global regions and 13 individual countries, plus the EU.
It provides historical data from 2020 and forecasts to 2032 for capex by:
- source: operators, infracos, content and application providers (CAPs) and enterprises
- network asset type: wireline access, wireless access, wireless x-haul and packet core, transport networks, operator data-centre and cloud stack spend and capitalised software
- category: infrastructure and technology
- new versus legacy network
- growth versus maintenance.
The report also provides an explanation of spending trends for the telecoms industry globally and by region.
Questions answered in this report
- What do we expect the trends in telecoms capex to be between now and 2032, and what are the drivers for investment?
- How do AI traffic, AI infrastructure requirements and AI capabilities impact spending?
- For which technologies or architectures will operator spending grow? When will 6G be a meaningful part of capex?
- How much capex will there be from non-traditional players, wholesale providers and cloud or enterprise co-investors?
