首頁 > 市場調查報告書 > 通訊

市場調查報告書

商品編碼

1693603

德國通訊-市場佔有率分析、產業趨勢與統計、成長預測（2025-2030）

Germany Telecom - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: 2025年03月18日 | 出版商:

Mordor Intelligence | 英文 124 Pages | 商品交期: 2-3個工作天內

價格

※ 本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

簡介目錄

2025年德國通訊市場規模估計為860.3億美元，預計2030年將達到1126億美元，市場估計和預測期（2025-2030年）的複合年成長率為5.53%。

過去幾年，德國通訊市場發生了重大轉變，因為德國政府採取了各種舉措來加強該國的網際網路基礎設施和寬頻連接，增加個人和企業的數據消費，全國範圍內 5G 的推廣，以及在德國企業發展的主要通訊市場供應商的各種創新。

關鍵亮點

德國通訊市場主要受益於近年來智慧型手機普及率的提高以及個人和企業對通訊服務的高需求。例如，根據GSMA Intelligence的數據，到2025年，德國將成為歐洲連線數最大的智慧型手機市場，市場規模達到1.05億美元。德國通訊用戶普及率預計將從2021年的88%成長至2025年的89%。數據也顯示，德國智慧型手機普及率將從2021年的80%成長至2025年的84%。
5G 是第五代行動技術，它將定義行動電話網路的運作方式，旨在實現比其前身 4G 快 1,000 倍的數據傳輸率。 5G的引進將推動AI、AR、VR等技術的全面發展。這是因為這些技術需要更強的處理能力來處理大量資料的連續流。 5G網路將推動物聯網（IoT）和雲端運算的進步。由於工業 4.0，許多德國產業都在採用該技術，並推動該國通訊市場的發展。
德國日益成長的數位化需要快速且穩定的網路，寬頻服務可以滿足這一需求。這推動了寬頻領域通訊供應商的市場發展。此外，寬頻連線的可用性是工業 4.0、物聯網和電子政府的基本要求——確保和改善社會福利、生活品質以及業務擴展和競爭力——因此，德國寬頻的擴展很可能成為未來幾年最重要的關注點之一。
通訊產業的傳統數位化方法正在快速演變。例如，電話不再是最常用的通訊方式。傳統的文字電子郵件也好不到哪裡去。通訊、視訊和語音通話均透過網路進行。行動電話服務供應商與客戶保持聯繫的需要減少了。
新冠疫情導致德國通訊中斷，資料通訊服務需求增加。這主要是由於在家工作、下載量增加、視訊會議通訊、線上遊戲等導致數據消費和語音服務的增加，從而對該國行動電話營運商的資料通訊服務需求產生了積極影響。

德國通訊市場的趨勢

5G的採用將推動市場成長

對更快連結的需求不斷成長，推動了對 5G 的需求，各國政府也透過放鬆管制來鼓勵 5G 發展。此外，預計預測期內 5G 的採用率提高和協作增多將推動市場成長率。例如，德國通訊於2022年6月宣布將率先使用700MHz頻段提供5G服務。歐洲通訊業者表示，700 MHz 頻段將改善德國農村地區的通訊覆蓋範圍。通訊業者指出，分佈在約 1,100 個地點的約 3,000 根天線使用 700 MHz 頻段的頻率來廣播 5G。
此外，該國的家庭通訊服務也正在透過 5G 推動。例如，德國一家電信業者報告引述德國通訊電信業者（ DTV）的話說，目前92%的德國家庭已經可以連接其電信業者網路，到2025年，99%的德國家庭將可以連接其5G網路。
德國聯邦政府推出了5G計劃，這是一項支援5G網路部署和5G應用程式開發的行動框架。聯邦政府的5G策略為2025年前在德國部署5G網路提供了框架和行動領域，其願景是使德國成為5G應用程式的領導者並支持該國電訊服務的成長。根據愛立信介紹，德國計畫在2025年完成3.5GHz頻段（5G）的部署。未來兩年內，3.5GHz頻段的5G網路將覆蓋德國43%的人口，高於2023年的42%。然而，2025年，德國僅有7%的地理區域能夠被覆蓋。
例如，2022 年 10 月，沃達豐宣布策略擴張，在德國農村的兩個行動站點測試和營運商用 5G 開放無線接取網路(RAN)。這標誌著德國首次部署完全符合歐洲主要行動通訊業者認證的規範和藍圖的 Open RAN 技術。 5G在該國的推出將為供應商創造收益成長機會。
此外，政府也計劃大幅提高都市區地區的行動通訊容量。這意味著不僅聯邦公路和城際公路必須提供足夠品質的 5G 連接，而且聯邦公路、區域公路、鐵路線和重要水道也必須提供足夠品質的 5G 連接。未來的覆蓋義務將充分實現這些目標。

數據和通訊服務領域佔據了很大的市場佔有率

資料通訊和通訊服務是供應商提供的一種通訊服務，包括固定網際網路服務、行動資料通訊和通訊功能。在德國，5G的引進和業務流程的數位化通訊業者提供高速資料通訊服務創造了機會，推動了市場的發展。例如，根據Ookla的報告，2022年德國平均行動網路連線速度增加了17.50Mbps（增幅52.2%），而固定網路連線速度增加了12.07Mbps（增幅21.9%）。
該國社群媒體的使用量正在增加，包括 Facebook、Instagram、WhatsApp、YouTube 和 TikTok。為了存取這些平台，電訊服務供應商正在加強其資訊服務。使用者需要網路連線。例如，根據Google的廣告工具，截至2022年初，YouTube在德國擁有7,260萬用戶，佔德國總人口的86.5%。
隨著各行各業轉向雲端解決方案、消費者轉向網路購物，網路的需求日益成長，推動了固定和行動資料服務的發展。例如，據亞馬遜稱，德國是歐洲最重要的電子商務市場之一，這為通訊服務供應商向該國的電子商務客戶提供行動電話資訊服務創造了機會。
此外，該國通訊業者德國通訊計劃加速其業務數位化服務組合。例如，在日益成長的數位體驗服務市場中，德國電信旗下的德國通訊（通訊 Deutschland）成立了完整的商業數位解決方案和平台的新業務部門，並於2022年11月向Terrizion Technologies投資2500萬美元，用於WAN即服務解決方案。德國通訊將把該解決方案用作其企業的網際網路主幹網，確保可靠、高速的連接。這表明該國網際網路和資訊服務的市場潛力，並將推動德國通訊供應商的收益。
該國政府優先考慮企業和社區的數位包容，推動資訊服務市場的成長。例如，2022年7月，德國數位部啟動了「德國數位覺醒」策略，其中包括到2030年實現所有家庭和企業接入光纖網路，到2025年實現一半家庭和企業接入光纖網路的計畫。
此外，根據GSMA在2022年4月發布的報告，德國通訊正在建造一個擁有超過5000個天線、兼容3.6GHz頻段的5G獨立（SA）網路，這將在德國境內創造對該公司提供高速網際網路服務的資訊服務的需求。同樣，沃達豐德國公司已經在德國市場實現了 5G SA 網路的商業化，約有 4,000 個天線採用了該技術。未來兩年，德國的5G連線率預計將達到52%。

德國通訊業概況

德國電訊市場主要由德國電信股份公司、沃達豐（Vodafone GmbH）、西班牙電信德國有限公司、Freenet AG 和天空德國有限公司（Comcast Corporation）等大公司主導。該市場的參與企業正在採取合作、創新和收購等策略來加強其產品供應並獲得永續的競爭優勢。市場上還有其他網路服務供應商(ISP)、行動虛擬網路營運商 (MVNO) 和固網服務供應商。一些美國通訊公司面臨激烈的國際競爭，並在全球通訊領域確立了強勢地位。

2022 年 12 月，O2Telefonica 和諾基亞宣布透過 5G 網路實現更快的檔案和影片上傳速度。該電信業者及其技術合作夥伴首次結合了兩種 5G 頻率，以提高行動網路可傳輸的最大資料速率。 4G/LTE 網路使用這種所謂的載波聚合技術。此外，兩家公司先前已測試過透過 5G 進行資料包下載。 O2Telefonica 和諾基亞目前正在德國首次在 5G 專用網路中演示 6GHz 以下頻率的上傳載波聚合。

2022年11月，德國沃達豐對新標準Docsis 4.0進行了評估和測試，速度高達10Gbit/s。根據展示的藍圖，沃達豐打算向超過 5% 的家庭提供高達 3 GBit/s 的 Docsis High Split 速度。混合光纖電纜網路計畫使用節點分裂、DOCSIS 3.1 高分裂和 DOCSIS 4.0 等技術進行升級，以使光纖更貼近每個連網家庭。混合光纖電纜網路預計最終能夠提供 10Gbit/s 的速率。

其他福利

Excel 格式的市場預測 (ME) 表
3個月的分析師支持

市場促進因素
- 5G的普及將推動市場成長
- 當地對寬頻的需求很高
市場限制
- 產業數位化顛覆
連結市場分析（覆蓋詳細趨勢分析）
- 固定網路
  - 寬頻（纜線數據機、有線光纖、有線 DSL、固定 Wi-Fi）以及與 ADSL/VDSL、FTTP/B、纜線數據機、FWA 和 5G FWA 相關的趨勢
  - 窄帶
- 行動網路
  - 智慧型手機和行動裝置的普及
  - 行動寬頻
  - 2G、3G、4G、5G連接
  - 智慧家庭物聯網和M2M連接
通訊塔走向分析（包括格子形杆塔、導引塔、單桿塔、隱形塔等各類塔型走向分析）

第6章市場區隔

按服務
- 語音服務
  - 有線
  - 無線的
- 數據及通訊服務（含網際網路、終端數據包、套餐及折扣）
- OTT/付費電視服務

第7章競爭格局

公司簡介
- Deutsche Telekom AG
- Vodafone GmbH
- Telefonica Germany GmbH & Co. OHG
- Freenet AG
- Sky Deutschland Gmbh（comcast Corporation）
- United Internet AG
- M-net Telekommunikations GMBH
- Bt Group PLC
- Tele Columbus AG
- GTT Communications Inc.
- Deutsche Glasfaser

第8章投資分析

第9章市場機會與未來趨勢

簡介目錄

Product Code: 92873

The Germany Telecom Market size is estimated at USD 86.03 billion in 2025, and is expected to reach USD 112.60 billion by 2030, at a CAGR of 5.53% during the forecast period (2025-2030).

The German telecom market has undergone significant transformation over the past few years owing to various initiatives taken by the German government to boost the country's internet infrastructure and broadband connection, growth in data consumption from businesses as well as individuals, growth in 5G deployments across the country and various innovations by the major telecom market vendors operating in Germany.

Key Highlights

The German telecom market is primarily benefitted from the increasing smartphone penetration and high demand for telecom services from individuals and businesses over the past few years. For instance, according to the data from the GSMA Intelligence, by 2025, Germany will be the largest smartphone market in Europe by the number of connections, valued at USD 105 million. Germany's telecom subscriber penetration is expected to increase from 88% in 2021 to 89% in 2025. Also, as per the data, Germany's smartphone adoption will increase from 80% in 2021 to 84% in 2025.
5G is a fifth-generation mobile technology that defines the operation of cellular networks and has been designed to enable 1,000 times more data transmission than its predecessor, 4G. By implementing 5G, technologies ranging from AI, AR, and VR can be completely developed because these technologies necessitate substantially higher processing power to handle the continuous streaming of large amounts of data. 5G networks would lead to advancements in the Internet of Things (IoT) and cloud computing, which has been used across many industries in Germany due to its Industry 4.0 and driving the Telecom market in the country.
The ongoing digitalization trend in the country needs high speed and constant network, which broadband services can fulfill. This is driving the market of telecom vendors in the broadband segment. Additionally, the availability of broadband connections is a fundamental requirement for Industry 4.0, the Internet of Things, and eGovernment, which would make broadband expansion in Germany one of the most important concerns in the following years to ensure and improve social welfare, quality of life, and business's ability to expand and compete.
The communication industry's traditional digital methods are evolving quickly. For instance, phone calls are no longer the most adopted form of communication. Conventional text texting isn't much better Messaging, video, and voice calls are carried out over the internet. The need for cellphone service providers to keep customers linked has diminished.
The COVID-19 pandemic led to lockdowns in Germany which increased the demand for data services owing to the increasing growth in data consumption and voice services primarily attributed to the work-from-home conditions, growth in downloading, video conference communication, online gaming, among others, thus positively impacting the demand for data services from the mobile operators in the country.

Germany Telecom Market Trends

5G Deployments Bolster the Market Growth

With the growing demand for faster connectivity, the demand for 5G has been growing, with the government aiding through easing regulators. In addition, the growing 5G launch alongside the collaborations is analyzed to boost the market growth rate during the forecast period. For instance, Deutsche Telekom declared in June 2022 that it would be the first to offer 5G service using spectrum in the 700 MHz bands. The use of the 700 MHz bands, according to the European operator, enhances mobile communication coverage in rural Germany. The telco noted that 700 MHz frequencies are used by approximately 3,000 antennas spread across roughly 1,100 locations to broadcast 5G.
Additionally, household telecom services in the country have increased due to 5G. For instance, the German telecom company has published a report stating that Deutsche Telekom has stated that 92% of German households have access to the carrier's 5G network, and 99% of German households would have access to the telco's 5G network by 2025.
The German Federal Government launched the 5G Initiative, a framework for action to assist the deployment of 5G networks and the development of 5G applications. The Federal Government's 5G Strategy provides the framework and areas of action for deploying 5G networks in Germany until 2025 and having the vision to make Germany a leader in 5G applications, supporting the growth in the Telecom services in the country. According to Ericsson, The 3.5GHz (5G) roll-out is expected to be completed in Germany by 2025. The 3.5GHz 5G network would cover 43 percent of the German population by the next two years, up from 42 percent in 2023. However, only seven percent of the geographical area in Germany will be covered in 2025.
For instance, in October 2022, Vodafone announced its strategic expansions to undertake a commercial 5G Open Radio Access Network (RAN) pilot at mobile stations in two rural locations in Germany. This would be Germany's first deployment of Open RAN technology that is completely compliant with the specifications and roadmap authorized by Europe's main mobile carriers. This would create an opportunity for the vendor to increase its revenue because of the 5G roll-out in the country.
Additionally, the country's government intends to significantly enhance mobile communications capacity in urban and rural areas. This means that, in addition to federal highways and intercity roads, 5G connection of the appropriate quality must be made available on federal highways, regional roads, railway lines, and important waterways. Future coverage obligations would ensure that these objectives are met sufficiently.

Data and Messaging Services Segment Holds Significant Market Share

Data and Messaging services are the type of telecommunication services the market vendors provide, including fixed internet services, Mobile Data, and messaging facilities. The country has been registering an increase in the 5G adoptions and digitalization of business processes, creating an opportunity for telecom companies to offer high-speed Data service and driving the market in Germany. For instance, according to the Ookla report, Germany's median mobile internet connection speed increased by 17.50 Mbps (+52.2%), and fixed internet connection speed in Germany raised by 12.07 Mbps (+21.9%) during the year 2022.
Social media usage has been increasing in the country, which includes the usage of Facebook, Instagram, WhatsApp, YouTube, TikTok, etc. It is fuelling the Data services of the telecom service providers because of to access these platforms. Users need internet connectivity. For instance, according to Google's advertising tools, YouTube had 72.60 million users in Germany in early 2022, equivalent to 86.5 percent of Germany's total population.
Internet requirements are rising due to industries moving to cloud solutions, and consumers are moving towards online shopping in the country, fueling both Fixed and mobile data services. For instance, according to Amazon, Germany is one of Europe's most important e-commerce markets, creating an opportunity for telecom service providers to offer handset data services for e-commerce customers in the country.
Additionally, Deutsche Telekom, a telecom provider in the country, has planned to accelerate its business digitization service portfolio. For instance, in the growing market for digital experience services, Telekom Deutschland, a subsidiary of Deutsche Telekom, has established a new business area for complete business digital solutions and platforms, which has invested USD 25 million in Teridion Technologies in November 2022 for its WAN as-a-Service solution. Telekom Deutschland would use this solution for the company's enterprise internet backbone to ensure reliable and fast connectivity. This shows the market potential of the internet and Data services for businesses in the country, which fuels the telecom vendors' revenue in Germany.
The country's government has prioritized digital inclusions in businesses and communities, helping the market growth for data services. For instance, in July 2022, the digital ministry of Germany initiated Germany's digital awakening strategy, which includes the plan to connect all households and companies to the fiber optic network by 2030 and a half by 2025.
Additionally, according to a report published by GSMA published in April 2022, Deutsche Telekom has been making its 5G standalone (SA) network, with over 5,000 antennas compatible with the 3.6 GHz band, which would create a demand for the data service of the company in Germany due to its high-speed internet services. Similarly, Vodafone Germany has already commercially launched a 5G SA network in the German market, with about 4,000 antennae supporting the technology, for handset Data. By the next two years, Germany's 5G connections are expected to reach 52%.

Germany Telecom Industry Overview

The German telecom market is moderately low, with the presence of major players like Deutsche Telekom AG, Vodafone GmbH, Telefonica Germany GmbH & Co. OHG, Freenet AG, and Sky Deutschland Gmbh (Comcast Corporation). Players in the market are adopting strategies such as partnerships, innovations, and acquisitions to enhance their product offerings and gain sustainable competitive advantage. The market also hosts other Internet service providers (ISPs), MVNOs, and fixed-line service providers. Some US telecommunication companies are very competitive internationally and hold strong ground in the global telecom space.

In December 2022, O2 Telefonica and Nokia sped up file and video uploading via the 5G network. The telecoms company and its technology partner have combined two 5G frequencies for the first time to boost the maximum data rate that can be sent across the mobile network. The 4G/LTE network uses this so-called carrier aggregation technology. Moreover, the two businesses have previously tested package downloads via 5G. O2 Telefonica and Nokia are now showcasing carrier aggregation for uploads utilizing the frequencies below 6 GHz used in Germany in the 5G standalone network for the first time.

In November 2022, Vodafone Germany evaluated and tested the new Docsis 4.0 standard at speeds of up to 10 Gbit/s. Vodafone intends to provide up to 3 GBit/s with Docsis High Split in more than 5% of homes, citing the roadmap displayed. The hybrid fiber optic cable network is planned for upgrades to bring fiber closer to every connected household using node splits, DOCSIS 3.1 High Split, and technologies like DOCSIS 4.0. The hybrid fiber optic cable network would eventually be able to deliver rates of 10 Gbit/s.

Additional Benefits:

The market estimate (ME) sheet in Excel format
3 months of analyst support

1 INTRODUCTION

1.1 Study Assumptions and Market Definition
1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

4.1 Market Overview
4.2 Industry Ecosystem Analysis
4.3 Industry Attractiveness - Porter's Five Forces Analysis
- 4.3.1 Bargaining Power of Suppliers
- 4.3.2 Bargaining Power of Buyers
- 4.3.3 Threat of New Entrants
- 4.3.4 Threat of Substitutes
- 4.3.5 Intensity of Competitive Rivalry
4.4 Assessment of COVID-19 Impact on the Market
4.5 Regulatory Landscape in the Country

5 MARKET DYNAMICS

5.1 Market Drivers
- 5.1.1 5G Deployments Bolster the Market Growth
- 5.1.2 High Regional Demand for Broadband
5.2 Market Restrain
- 5.2.1 Digital Disruptions In the Industry
5.3 Analysis of the Market based on Connectivity (Coverage to include In-depth Trend Analysis)
- 5.3.1 Fixed Network
  - 5.3.1.1 Broadband (Cable Modem, Wireline-fiber, Wireline DSL, and Fixed Wi-Fi ) and Trends Regarding ADSL/VDSL, FTTP/B, Cable Modem, FWA, and 5G FWA
  - 5.3.1.2 Narrowband
- 5.3.2 Mobile Network
  - 5.3.2.1 Smartphone and mobile penetration
  - 5.3.2.2 Mobile Broadband
  - 5.3.2.3 2G, 3G, 4G, and 5G connections
  - 5.3.2.4 Smart Home IoT and M2M connections
5.4 Analysis of Telecom Towers (Coverage to Include In-depth Trend Analysis of Various Types of Towers, like, Lattice, Guyed, Monopole, and Stealth Towers)

6 MARKET SEGMENTATION

6.1 By Services
- 6.1.1 Voice Services
  - 6.1.1.1 Wired
  - 6.1.1.2 Wireless
- 6.1.2 Data and Messaging Services (Coverage to include Internet and Handset Data Packages and Package Discounts)
- 6.1.3 OTT/PayTV Services

7 COMPETITIVE LANDSCAPE

7.1 Company Profiles
- 7.1.1 Deutsche Telekom AG
- 7.1.2 Vodafone GmbH
- 7.1.3 Telefonica Germany GmbH & Co. OHG
- 7.1.4 Freenet AG
- 7.1.5 Sky Deutschland Gmbh (comcast Corporation)
- 7.1.6 United Internet AG
- 7.1.7 M-net Telekommunikations GMBH
- 7.1.8 Bt Group PLC
- 7.1.9 Tele Columbus AG
- 7.1.10 GTT Communications Inc.
- 7.1.11 Deutsche Glasfaser