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市場調查報告書
商品編碼
1926500
全球5G開放式虛擬化無線接取網路市場，2025-2029年5G Open and Virtual RAN Market, Global, 2025-2029 |
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顛覆性技術和不斷變化的客戶需求推動轉型成長
第五代（5G）無線通訊技術已經到來，並在全球推廣應用。 5G的實現得益於以往無線通訊技術以及多項顛覆性技術的進步，要全面整體情況整個產業，至少需要對這些技術有所了解。本研究聚焦於開放式和虛擬化的無線接取網路（RAN）。雖然這個主題對所有世代的蜂窩技術都有影響，但本文將主要關注5G。
通訊服務供應商(CSP) 網路需要大量的無線接取網路 (RAN) 和相對較少的核心網路來覆蓋城市、州和地區。在開放式和虛擬化 RAN 發展之前，全球前五大供應商（愛立信、華為、諾基亞、三星和中興）佔據了超過 90% 的 RAN 市場佔有率。
Frost & Sullivan預計，2021年通訊服務供應商（CSP）將在行動和無線網路基礎設施方面投資約600億美元，用於建設各代公共網路。其中大部分投資將用於無線存取網（RAN），而對傳輸網路和核心網路的投資相對較少。從歷史數據來看，網路基礎設施市場一直保持著緩慢的個位數成長率。
隨著向 5G 過渡，成長率有所提高，但目前正回落至歷史基準值。競爭推動了創新和價格下降，這對 O-RAN 聯盟的主要通訊業者成員至關重要。降低成本對通訊業者來說至關重要，而無線存取網路 (RAN) 相關費用佔網路成本的最大佔有率。
然而，Frost & Sullivan認為，日益激烈的競爭將推動進一步的創新，這種創新已經從 O-RAN 聯盟以基於 3GPP 標準的 RAN 架構變更提案的形式出現。
目錄
開放式和虛擬化無線存取網
O-RAN聯盟和電信基礎設施計劃
最終目標是什麼？它是否發生過變化？
服務管理與編配層
將私人 5G 網路與開放式虛擬 RAN 整合
開放式和虛擬化無線存取網：市場呈現成長動能
策略要務8 (TM)
成長環境
- 顛覆性技術
- 競爭強度
發展機會
成長機會領域
- 成長機會1：面向公共5G網路的開放式虛擬化無線存取網
- 成長機會2：面向私有5G網路的開放式虛擬化無線存取網
- 成長機會3：面向公共與私有5G網路的SMO框架
概括
一段變革性的成長之旅
- 由Growth Pipeline Engine™提供支持
- Growth Pipeline Engine（TM）
Disruptive Technologies and Evolving Customer Needs Drive Transformational Growth
The fifth generation (5G) of wireless technology has arrived and is being rolled out globally. 5G is possible because of the contributions of previous generations of wireless communications and several disruptive technologies, each of which must be understood at least at a high level to paint a full picture of the industry. This study 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 to a relatively few core networks. Prior to the open and virtual RAN movement, 5 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 in their mobile and wireless network infrastructure, on public networks of all generations. The majority of that spend was on the RAN, with a smaller spend on the transport and core networks. Historically, the network infrastructure market has grown 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 are primary drivers 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 thinks that additional innovation resulting from a higher level of competition will return higher dividends in the long term. Innovations have already come out of the O-RAN Alliance in their proposed architectural changes to the RAN that build upon 3GPP standards.
Table of Contents
Open and Virtual RAN
The O-RAN Alliance and the Telecom Infra Project
What Is The End Goal? Has It Changed?
The Service Management and Orchestration Layer
Combining Private 5G Networks with Open and Virtual RAN
Open and Virtual RAN: The Market is Showing Signs of Life
The Strategic Imperative 8™
Growth Environment
- Disruptive Technologies
- Competitive Intensity
Growth Opportunities
Growth Opportunity Universe
- Growth Opportunity 1: Open and Virtual RAN for Public 5G Networks
- Growth Opportunity 2: Open and Virtual RAN for Private 5G Networks
- Growth Opportunity 3: SMO Framework for Public and Private 5G Networks
The Last Word
Transformational Growth Journey
- Powered by the Growth Pipeline Engine™
- Growth Pipeline Engine™
