全球 5G 開放 RAN (Open RAN) 和 RAN虛擬(vRAN) 的成長機會

Global 5G Open and Virtual Radio Access Network Growth Opportunities

出版日期: 2023年10月20日 | 出版商:

Frost & Sullivan | 英文 12 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

隨著技術的成熟，在新架構和客戶需求的推動下，成長潛力不斷增加。

第五代無線技術（5G）已經到來並正在全球推廣。前幾代無線通訊和許多顛覆性技術的貢獻使得 5G 成為可能，每項技術都必須至少在高水準上得到理解，才能描繪出產業的整體情況。調查將重點放在開放RAN（Open RAN）和RAN虛擬（vRAN）。儘管這一主題影響了各代蜂窩技術，但主要焦點仍為 5G。與數量相對較少的核心網路相比，通訊服務提供者 (CSP) 網路需要許多 RAN 來覆蓋一個城市、州或地區。在Open RAN和RAN虛擬（vRAN）之前，全球五家供應商（愛立信、華為、諾基亞、三星和中興）佔據了RAN市場90%以上的佔有率。到 2021 年，各代公共網路的 CSP 對行動無線網路基礎設施的投資預計約為 600 億美元。其中大部分投資集中在 RAN 上，傳送網和核心網的投資較少。從歷史上看，網路基礎設施市場的成長率一直較低。隨著向 5G 的過渡，成長率更高，但開始恢復到歷史水準。競爭帶來創新和更低的價格，這是 O-RAN 聯盟 CSP 社群主要成員的關鍵驅動力。降低成本對 CSP 來說非常重要，因為 RAN 成本佔其網路成本的最大比例。然而，人們相信，從長遠來看，進一步的創新將帶來更大的紅利。 O-RAN 聯盟已提案對基於 3GPP 標準的 RAN架構進行更改，並且創新已經在發生。

The fifth generation of wireless technology (5G) has arrived and is being rolled out globally. 5G is possible because of the contributions of previous generations of wireless communications and a number of disruptive technologies, each of which must be understood at least at a high level to paint a full picture of the industry. This report centers on open and virtual radio access network (RAN); while this subject impacts all generations of cellular technologies, the primary focus will remain on 5G. A communication service provider (CSP) network requires many RANs to cover a city, state, or region compared with relatively few core networks. Prior to the open and virtual RAN movement, five global suppliers (Ericsson, Huawei, Nokia, Samsung, and ZTE) accounted for more than 90% of the RAN market. Frost & Sullivan estimates that CSPs in 2021 invested nearly $60 billion on their mobile and wireless network infrastructure-on public networks of all generations. The majority of that spend is on the RAN, with a smaller spend on the transport and core networks. Historically, the network infrastructure market grew at a low, single-digit rate. With the transition to 5G the growth rate has been higher but is beginning to return to historical norms. Competition leads to innovation and lower prices, which is a primary driver for key members of the CSP community in the O-RAN Alliance. Lowering costs is important to CSPs because RAN expenses account for the largest percentage of their network cost. However, Frost & Sullivan believes that additional innovation resulting from a higher level of competition will return bigger dividends over the long term. Innovations have already come out of the O-RAN Alliance in their proposed architectural changes to the RAN that build upon the 3GPP standards.