全球5G網路基礎設施市場，2025-2029年

5G Network Infrastructure, Global, 2025-2029

出版日期: 2025年08月19日 | 出版商:

Frost & Sullivan | 英文 27 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

技術進步和不斷擴大的基本客群推動成長

全球部分地區競相推出 5G 網路，推動 5G 網路基礎設施的成長率高於歷史平均。然而，隨著 5G 覆蓋在這些國家和地區的普及，2024年的成長速度將放緩。這並不意味著 5G 網路投資已經完成；5G 網路基礎設施的各個領域仍有許多工作要做。 5G 轉型也不斷擴展，目前幾乎全球所有地區都已部署 5G 網路。

2025年，5G網路基礎設施整體上可能至少會經歷溫和成長。通訊服務供應商將繼續投資公共網路基礎設施，但投資水準將低於幾年前。隨著越來越多的通訊服務供應商逐步過渡到5G獨立組網，許多通訊服務供應商將致力於必要的傳輸和核心升級。

推動整體網路基礎設施成長的亮點有幾個。雖然開放和虛擬 RAN 相對於整體 RAN 市場規模仍然較小，但在經歷了數年的停滯之後，該市場似乎已準備好強勁成長。另一個亮點是基本客群從通訊服務提供者（CSP）和公共網路擴展到企業和私人網路。雖然私有網路市場規模較小，但預計其成長速度將超過整體市場。人工智慧（AI）、網路拓撲（NTN）和網路 API 等新技術可能會在未來幾年推動網路基礎設施市場的成長。

成長機會

本報告重點關注5G網路基礎設施市場，該市場每年的支出高達數百億美元。檢驗AI和NTN在5G網路市場中的潛在市場，一種方法是查看全球4G和5G網路現狀的各種統計資料。

根據全球行動供應商協會（GSA）最近的一份報告，5G網路基礎設施市場快速成長：

全球已有835家通訊服務供應商（CSP）實現了4G網路的商業化，推動了5G網路基礎設施市場（提供寬頻固定無線存取和/或行動服務）的成長。由於5G是在4G基礎上發展起來的，因此對於AI和NTN來說，這實際上是近期5G網路市場中數量最多的5G網路（市場）。
全球187個國家和地區至少有626家通訊服務供應商投資5G網路，佔據了私有5G網路市場的很大佔有率。這些投資包括概念驗證、試驗和試點等早期階段的投資，以及實際部署。這佔據了目前4G市場的近75%。
全球131個國家/地區至少有349家CSP推出了一項或多項符合3GPP標準的商業零售5G服務，加強了其對5G網路基礎設施市場的承諾，約佔目前4G市場的42%。
雖然大多數運作中的5G 網路都是依賴 4G 網路的5G NSA 網路，但目前有 160 家 CSP 投資 5G SA 網路（高於上一份報告中的121 家）。
全球整體，至少有72個5G SA網路已經部署，這僅佔不斷擴大的私有5G網路市場的一小部分。

5G網路市場的成長機會

首先，通訊服務供應商（CSP）持續投資網路，尤其是在 5G 網路市場中的人工智慧（AI）和網路自組網（NTN）。這些網路的生命週期很長。 2G 網路在已部署 5G 網路的國家/地區仍然受到支持，但在整個 5G 網路基礎設施市場中僅佔一小部分。如圖 6 所示，目前約有 42%營運 4G 網路的通訊服務供應商提供 5G 服務，凸顯了私有 5G 網路市場的成長。然而，在未來十年，

2G、3G網路投資將大幅減少。
4G網路投資將進入穩定期並下降，進而影響整個5G網路基礎設施市場。
5G NR網路投資將加速，成為投資的主導一代，並顯著推動私有5G網路市場。

私有5G網路市場的成長機會

Frost & Sullivan 預測，到2024年，蜂巢式網路基礎設施市場的投資將超過 600億美元，這將對私人 5G 網路市場產生重大影響。然而，私有蜂巢式網路目前對開放式 RAN 和虛擬 RAN 市場做出了貢獻，這是一個規模雖小但成長的市場。這部分投資大部分來自全球通訊服務供應商（CSP）在公共蜂窩基礎設施的投資。然而，私有蜂巢式網路目前在市場中所佔佔有率雖小但成長。（私有蜂巢式網路客戶如今涵蓋了各行各業的公司。）

5G網路基礎設施市場競爭加劇

從供應商的角度來看，5G NR 網路基礎設施市場與前幾代無線網路基礎設施有顯著不同。以前，網路功能是單一的並以硬體為中心。隨著向雲端處理的轉變，網路功能已完全基於軟體，在現成的硬體上運作。鑑於這些網路功能更加細粒度且範圍有限（現在在軟體中解耦），私有 5G 網路市場對許多競爭對手開放。上一代 5G 網路基礎設施市場的主導供應商包括少數幾家大型全球公司，它們為所有網路基礎設施需求提供解決方案，通常被稱為網路設備供應商（NEP），突顯了過去以硬體為中心的方法。這些供應商仍然提供 5G NR 網路基礎設施的各個方面，並且仍然是開放和虛擬化 RAN 市場的市場領導者。

5G的開放使得新的競爭對手得以進入5G核心網路市場。同樣，RAN的開放也活性化了私有5G網路市場的競爭與創新。私人蜂巢式網路也為新的供應商打開了大門，尤其是在支援小型企業客戶方面。

The race to provide 5G in some areas of the world has driven growth rates for 5G network infrastructure to rise above historical averages. However, 2024 saw slowing growth as 5G coverage in these countries and regions became more ubiquitous. This does not mean investment in 5G networks is done; there is still much work to be done in all areas of 5G network infrastructure. There is also an expansion of the regions that are moving to 5G-essentially all areas of the world are now beginning to utilize 5G networks.

2025 will likely see at least slow growth overall in 5G network infrastructure. CSPs will continue to invest in their public network infrastructure, but likely at a lower level than a few years ago. Many will focus on the transport and core upgrades needed, as more CSPs slowly transition to 5G standalone.

There are a few bright spots that will help lift the overall growth rate of network infrastructure. Open and virtual RAN is still a small part of the overall RAN segment, but this market appears poised to grow strongly after a few years of hesitation. Another bright spot is the expansion of the customer base from CSPs and public networks to enterprises and private networks. Private networks comprise a smaller market, but will grow faster than the market as a whole. New technologies-including AI, NTN, and network APIs-may drive some growth in the network infrastructure market in the coming years.

Growth Opportunities

This report focuses on the 5G network infrastructure market that is measured in tens of billions of dollars of annual spend in the 5G network infrastructure market. The traditional customers for network infrastructure remain CSPs and public cellular networks; one way to examine the potential market for AI and NTN in 5G network market is to study various statistics about the current state of 4G and 5G networks globally.

According to a recent Global mobile Suppliers Association (GSA) report, the market for 5G network infrastructure is growing quickly:

835 CSPs have commercially launched 4G networks globally, contributing to the growth of the 5G network infrastructure market (offering broadband fixed wireless access and/or mobile services). As 5G builds upon 4G, this is essentially the maximum number of 5G networks (the market) in the near future for AI and NTN in 5G network market.
At least 626 CSPs in 187 countries/territories are investing in 5G networks, which includes a significant share of the private 5G networks market. These include early-stage investments such as proofs of concept, trials, and pilots, as well as actual deployments. This is almost 75% of the current 4G market.
At least 349 CSPs in 131 countries/territories have launched one or more 3GPP-compliant commercial retail 5G services, reinforcing their commitment to the 5G network infrastructure market. This represents almost 42% of the current 4G market.
While most of the live 5G networks are 5G NSA networks that depend on 4G networks to operate, there are now 160 CSPs investing in 5G SA networks (up from 121 in the previous report).
Globally, at least 72 5G SA networks have been deployed, exemplifying a portion of the expanding private 5G networks market.

Growth Opportunities in the 5G Network Market

First, CSPs are continually investing in their networks, especially in AI and NTN in the 5G network market. These networks have long lives; 2G networks, which are still being supported even in countries that have 5G networks, are part of the overall 5G network infrastructure market. As shown in Exhibit 6, approximately 42% of CSPs operating 4G networks are currently offering 5G services, highlighting the growth in the private 5G networks market. However, over the next decade:

Investment in 2G and 3G networks will decline considerably.
Investment in 4G networks will flatten and then begin to decline, affecting the overall 5G network infrastructure market.
Investment in 5G NR networks will accelerate and become the dominant generation investment-wise, boosting the private 5G networks market significantly.

Growth Opportunities in the Private 5G Networks Market

Frost & Sullivan estimates that in 2024, more than $60 billion was invested in the cellular network infrastructure market, significantly impacting the private 5G networks market. However, private cellular networks now make up a small but growing slice of the market, contributing to the open and virtual RAN market. The vast majority of this investment was by global CSPs for public cellular infrastructure. However, private cellular networks now make up a small but growing slice of the market. (The customers for private cellular networks now include enterprises from various industry verticals.)

Competitive Intensity in the 5G Network Infrastructure Market

When viewed from the supplier side, the 5G NR network infrastructure market looks much different than previous generations of wireless network infrastructure. Network functions used to be monolithic and hardware focused. With the move toward cloud computing, network functions are now entirely software-based and running on off-the-shelf hardware. Given that these network functions are more granular and limited in scope (and the fact that they are now decoupled in software) opens the door to many competitors in the private 5G networks market. Leading suppliers in previous generations of the 5G network infrastructure market comprised a few large, global companies offering solutions to meet the gamut of network infrastructure needs, commonly referred to as network equipment providers, highlighting the hardware focus of the past. These suppliers still offer everything for 5G NR network infrastructure and remain market leaders in the open and virtual RAN market.

The opening of the 5G has made it possible for new competitors to enter the 5G core network market. Similarly, the opening of the RAN has increased competition and innovation in the private 5G networks market. Private cellular networks have also opened the door to new suppliers, particularly to support smaller enterprise customers.