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市場調查報告書
商品編碼
2073061
核心路由器:市場佔有率分析、行業趨勢和統計數據、成長預測(2026-2031 年)Core Router - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031) |
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根據 Mordor Intelligence 預測,核心路由器市場預計將在 2025 年達到 87.6 億美元,在 2026 年達到 93.2 億美元,在 2031 年達到 130.2 億美元,2026 年至 2031 年的複合年成長率為 6.91%。

本報告按硬體架構(固定核心路由器、模組化/底盤式核心路由器、其他)、吞吐量等級(低吞吐量、中吞吐量、其他)、最終用戶行業(銀行、金融服務和保險 (BFSI)、IT 和電信、製造業、政府和公共部門、其他)、介面密度等級(低密度、中密度、其他)以及地區進行細分。市場預測以美元 (USD) 為單位。
通訊業者正從4G封包核心網路遷移到需要更高吞吐量、微服務細分和網路切片的獨立網路(SA)5G架構。軟銀於2025年12月全面運作商用SRv6行動容錯移轉,在運行ArcOS的Jericho2 ASIC晶片上實現了低於10毫秒的延遲。隨後,KDDI部署了三星提供的覆蓋全國的5G SA核心網,為遊戲和機器人工作負載提供地理冗餘的故障轉移能力。愛立信和軟銀於2026年3月簽署的協議增加了雙模5G核心網功能和用戶資料整合,增加了骨幹路由器的封包處理負載。容器化網路功能正在增加資料中心內部的東西向流量,並加速脊椎路由器插槽的升級。這些連鎖效應確保5G傳輸仍是核心路由器市場最重要的成長要素之一。
Alphabet 已為 2026 年的基礎設施投資預算了 1,750 億至 1,850 億美元,而超大規模資料中心業者的總支出將超過 6,900 億美元,用於支援數百個新可用區的建設。 Arista 的 R4底盤配備 576 個 800 Gbps 連接埠和一個 HyperPort 3.2 Tbps 介面,在實驗室篩檢中可將 AI 作業執行時間縮短 44%。華為的 CloudEngine XH9230-128DQ-LC 固定交換器採用全液冷技術,實現了 51.2 Tbps 的處理能力,機架利用率加倍。這些平台降低了每位元功耗,在滿足嚴格的 PUE 目標的同時,也能維持 GPU叢集的成長。隨著工作負載向大型園區集中,高密度核心路由器正成為關鍵的聚合點,推動核心路由器市場朝向Terabit特級架構發展。
配備 800Gbps 介面的底盤成本超過 100 萬美元,而光學模組、冗餘電源和支援合約等費用會進一步推高其生命週期成本。區域營運商紛紛推遲升級,直到監管要求或服務品質下降超過預算的考量。印度的支付網路透過遷移到 SONiC 的白盒路由器,將總成本降低了 40%;樂天移動也透過採用分離式硬體,將資本支出 (CAPEX) 減少了一半。然而,小規模的通訊業者缺乏整合多廠商協議堆疊的技術人員。因此,許多中型營運商仍在訂購整合系統,這減緩了核心路由器整體銷售的成長。
模組化底盤平台憑藉其可現場更換的線路卡、冗餘控制平面和成熟的容錯移轉軟體,預計到2025年將佔據核心路由器市場58.42%的佔有率。採用這些底盤的核心路由器市場規模得益於成熟通訊業者數十年來不斷更新換代,並優先考慮經過驗證的可用性指標。內建遙測功能和運營商級時鐘功能簡化了受法規環境下的合規性要求。然而,就每比特成本而言,採用現成晶片的白盒設備仍然具有優勢。
在AT&T的骨幹網路中,其每日840PB流量中超過80%目前由運行在通用ASIC晶片上的DriveNets軟體處理,而解耦路由器的年複合成長率(CAGR)高達8.94%。 Comcast和KDDI也正在效仿這種模式,SONiC已成為超超大規模資料中心業者部署的事實標準作業系統。初始系統整合仍然複雜,但成功的參考建構正在降低人們的感知風險。超大規模資料中心業者營運商正在開放原始碼其工具鏈,這增強了服務供應商的信心,並保持了核心路由器市場解耦化的發展勢頭。
預計到2025年,吞吐量超過100 Gbps的超高速路由器將佔據62.18%的市場收入,並在2031年之前以7.82%的複合年成長率成長,這主要得益於人工智慧叢集後端網路、資料中心互連(DCI)鏈路和5G用戶平面閘道的應用。思科的Silicon One G300提供25.6 Tbps的交換矩陣,使通訊業者能夠將三層拓撲結構整合為兩層拓撲結構,以滿足對延遲要求嚴格的工作負載。 Juniper的PTX12000模組化路由器由荷蘭KPN公司部署,用於800 Gbps的連貫傳輸,該路由器採用諾基亞的FP5光子處理器,與上一代產品相比,每比特功耗降低了75%,直接滿足了歐洲監管機構提出的永續性要求。
吞吐量在 10Gbps 到 100Gbps 之間的高吞吐量平台仍然應用於企業園區核心網和區域匯聚點,但隨著通訊業者將流量整合到更少的高容量設備上以降低運營複雜性和面積,其市場佔有率正在萎縮。 10-100Gbps 範圍內的中階平台仍應用於園區核心網,但隨著通訊業者轉向整合到超高容量節點,其市佔率也在萎縮。低容量平台則繼續應用於工業IoT和農村回程傳輸。隨著 QSFP-DD800光學模組的量產以及水冷式 1.6Tbps 模組的開發被納入藍圖,預計超高容量領域將繼續引領技術發展方向,並擴大其在核心路由器市場的銷售佔有率。
北美地區在2025年的支出佔比高達36.22%,其中超大規模資料中心業者資料中心的資本投資計畫和開放式無線存取網路(Open RAN)試點部署將佔用大量連接埠。 Alphabet、微軟、亞馬遜和Meta總合累計約6,900億美元的基礎建設訂單,這將推動對配備800 Gbps介面的高頻寬底盤的需求。 AT&T在全美部署的「DriveNets」標誌著該地區率先採用了解耦式軟體堆疊。阿拉斯加的GCI等本地通訊業者已將雙模5G核心網路營運外包給愛立信,儘管氣候條件惡劣,但仍在加速部署。
亞太地區是成長最快的地區,複合年成長率達7.88%。軟銀部署SRv6顯示日本對先進路由協定的需求旺盛。 KDDI與DriveNets的合作凸顯了開放架構的廣泛應用。印度HFCL和沃達豐Idea達成協議,無需更換底盤即可將10Gbps節點擴展到100Gbps,這體現了注重成本效益的創新理念。中國超大規模資料中心業者正在建構需要無損乙太網路架構的人工智慧叢集,而韓國通訊業者正在為自動駕駛汽車部署5G SA切片技術。
在歐洲,隨著能源效率法規的不斷改進、5G SA升級以及邊緣資料中心的部署,5G正穩步發展。 WindTre的網路整合以及諾基亞與西班牙電信(Telefonica Spain)的獨家協議,標誌著向超低延遲區域設施的轉型。在中東,光纖回程傳輸的投資正在推進,以實現智慧城市的目標;在非洲,諸如埃塞俄比亞-愛立信計畫(將於2026年3月啟動)等現代化協議正在將4G/5G覆蓋範圍擴展到服務不足的地區。在拉丁美洲,儘管宏觀經濟限制日益嚴峻,但巴西和阿根廷的5G覆蓋範圍仍在擴大;北美和亞太地區則是推動核心路由器市場需求的「雙引擎」。
According to Mordor Intelligence, the core router market size reached USD 8.76 billion in 2025 and is expected to reach USD 9.32 billion in 2026 and USD 13.02 billion by 2031, growing at a CAGR of 6.91% from 2026 to 2031.

This report is Segmented by Hardware Architecture (Fixed Core Routers, Modular/Chassis-based Core Routers, and More), Throughput Class (Low Throughput, Mid Throughput, and More), End User Industry (BFSI, IT and Telecom, Manufacturing, Government and Public Sector, and More), Interface Density Class (Low Density, Medium Density, and More), and Geography. Market Forecasts are Provided in Terms of Value (USD).
Operators are migrating from 4G packet cores to standalone 5G architectures that demand higher throughput, microservice granularity, and network slicing. SoftBank's commercial SRv6 mobile user plane went live in December 2025, proving sub-10 ms latency on Jericho2 ASICs running ArcOS. KDDI followed with a nationwide Samsung 5G SA core that delivers geo-redundant failover for gaming and robotics workloads. Ericsson's March 2026 deal with SoftBank adds dual-mode 5G core functions and subscriber data consolidation, increasing packet-processing loads on backbone routers. Containerized network functions amplify east-west traffic inside data centers, accelerating slot upgrades on spine routers. The cascading impact keeps 5G transport among the most material growth levers for the core router market.
Alphabet budgeted USD 175 billion-USD 185 billion for 2026 infrastructure, and combined hyperscaler outlays top USD 690 billion, underwriting hundreds of new availability zones. Arista's R4 chassis offers 576 ports of 800 Gbps and HyperPort 3.2 Tbps interfaces that trimmed AI job time by 44% in lab tests. Huawei's CloudEngine XH9230-128DQ-LC fixed switch pushes 51.2 Tbps using full liquid cooling, doubling rack utilization. These platforms lower power per bit, meeting stringent PUE targets while sustaining GPU cluster growth. As workloads centralize into mega-campuses, high-density core routers become critical aggregation points, propelling the core router market toward terabit fabrics.
Chassis with 800 Gbps interfaces list above USD 1 million, and optics, redundant PSUs, and support contracts amplify lifetime cost. Regional carriers delay upgrades until regulatory mandates or service degradation override budget caution. Indian payments networks cut total cost by 40% after shifting to SONiC white-box routers, and Rakuten Mobile halved CAPEX with disaggregated hardware, yet smaller operators lack the engineering staff to integrate multivendor stacks. Consequently, many mid-tier providers still order integrated systems, muting unit volume growth across the core router market.
Other drivers and restraints analyzed in the detailed report include:
For complete list of drivers and restraints, kindly check the Table Of Contents.
Modular chassis platforms captured 58.42% of the core router market share in 2025 through field-replaceable line cards, redundant control planes, and mature failover software. The core router market size for these chassis benefited from decades-long refresh cycles among incumbent telcos that value proven availability benchmarks. Their embedded telemetry and carrier-grade clocking simplify compliance in regulated environments. However, cost-per-bit metrics favor merchant-silicon white-box devices.
Disaggregated routers are expanding at an 8.94% CAGR as AT&T's backbone now moves more than 80% of its 840 PB daily load on DriveNets software running across generic ASICs. Comcast and KDDI are replicating this model, and SONiC has become the de facto operating system for hyperscaler-style deployments. Although initial systems integration remains complex, successful reference builds are reducing perceived risk. As hyperscalers open-source toolchains, service providers gain confidence, sustaining momentum for disaggregation within the core router market.
Ultra-high-throughput routers exceeding 100 Gbps commanded 62.18% of market revenue in 2025 and will grow at a 7.82% CAGR through 2031, driven by AI cluster back-end networks, DCI links, and 5G user-plane gateways. Cisco's Silicon One G300 enables 25.6 Tbps fabrics, letting operators collapse three-tier topologies into two layers for latency-critical workloads. Juniper's PTX12000 modular router, deployed by KPN in the Netherlands for 800 Gbps coherent transport, uses Nokia's FP5 photonic processor to achieve a 75% per-bit power reduction compared with prior generations, directly addressing sustainability mandates from European regulators.
High-throughput platforms above 10 Gbps but below 100 Gbps continue to serve enterprise campus cores and regional aggregation points, yet their share is eroding as operators consolidate traffic onto fewer, higher-capacity devices to reduce operational complexity and footprint. Mid-range platforms in the 10-100 Gbps span still serve campus cores, yet their share erodes as operators consolidate onto fewer ultra-high-capacity nodes. Low tiers linger in industrial IoT or rural backhaul. With QSFP-DD800 optics in volume and liquid-cooled 1.6 Tbps modules on the roadmap, the ultra-high segment will continue guiding technology direction and grabbing wallet share inside the core router market.
North America generated 36.22% of 2025 spending as hyperscaler capital programs and Open RAN pilots absorbed vast port volumes. Alphabet, Microsoft, Amazon, and Meta together earmarked nearly USD 690 billion for 2026 infrastructure builds, funneling orders to high-bandwidth chassis with 800 Gbps interfaces. AT&T's nationwide DriveNets rollout shows the region's early adoption of disaggregated software stacks. Rural carriers, such as GCI in Alaska, outsource dual-mode 5G core operations to Ericsson, accelerating deployments despite harsh climates.
Asia-Pacific is the fastest-growing territory at a 7.88% CAGR. SoftBank's SRv6 launch illustrates Japan's appetite for advanced routing protocols. KDDI's DriveNets partnership underscores broader acceptance of open architectures. India's HFCL contract with Vodafone Idea expands 10 Gbps nodes to 100 Gbps without chassis swaps, highlighting cost-sensitive innovation. Chinese hyperscalers are erecting AI mega-clusters that demand lossless Ethernet fabrics, while South Korean telcos deploy 5G SA slicing for autonomous vehicles.
Europe advances steadily as energy-efficiency legislation, 5G SA upgrades, and edge data center rollouts unfold. Wind Tre's network consolidation and Nokia's exclusive deal with Telefonica Espana exemplify the move toward ultra-low-latency regional facilities. The Middle East invests in fiber backhaul to meet smart-city targets, and Africa's modernization agreements, such as Ethio-Ericsson's March 2026 project, extend 4G/5G coverage to underserved populations. Latin America widens 5G coverage in Brazil and Argentina, albeit under tighter macro constraints, leaving North America and Asia-Pacific as the twin engines of volume for the core router market.