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2155602

北美基頻單元：市場佔有率分析、行業趨勢和統計數據以及成長預測（2026-2031 年）

North America Baseband Unit - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031)
出版日期: | 出版商: Mordor Intelligence | 英文 153 Pages | 商品交期: 2-3個工作天內

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簡介目錄

據 Mordor Intelligence 稱，2025 年北美基頻單元市場價值 54.9 億美元，預計將從 2026 年的 60.1 億美元成長到 2031 年的 107.1 億美元。

預計 2026 年至 2031 年的預測期內複合年成長率將達到 12.25%。

北美基頻單元市場-IMG1

北美基頻單元市場趨勢與洞察

5G獨立組網（SA）網路的擴展

獨立組網（SA）5G的部署是北美基頻單元市場需求的主要驅動力。這些網路需要可透過軟體更新的基頻系統，並支援非獨立網路組網配置所不具備的功能。 AT&T已開始在全國商業部署獨立網路5G，將用戶遷移到基於開放式虛擬化基礎架構的架構。該架構允許營運商為對延遲敏感的業務應用提供網路切片，而無需建立獨立的實體網路。 2026年7月，美國聯邦通訊委員會（FCC）通過一項規則，將於2027年7月前拍賣160 MHz的C頻段上限頻段。這將支援後續的設備升級週期，以便許可證持有者為新增容量做好準備。 2026年3月，VTel Wireless選擇愛立信為其在佛蒙特州部署獨立組網5G核心網和無線接入網（RAN）提供支持，這表明這種轉型正在向區域和本地運營商擴展。

對網路容量和低延遲的需求日益成長

隨著5G網路流量的成長，對具有更高處理能力的基頻單元的需求也日益成長。擴增實境（AR）、工業IoT和固定無線存取都需要持續的吞吐量和低延遲。 2025年4月，諾基亞與美國T-Mobile續約，繼續為其提供AirScale RAN設備，其中包括採用ReefShark系統晶片技術的Levante超高性能基頻產品。基頻平台除了無線處理之外，還旨在處理網路邊緣的運算工作負載。 2026年，愛立信報告稱，美國T-Mobile正在進行AI原生調度器的現場試驗，而AT&T正在其雲端RAN基礎設施中部署AI原生軟體。隨著容量的擴展，網路資料量也隨之增加，這進一步凸顯了自動化最佳化的重要性。

高功耗和溫度控管要求

一個5G基頻單元的功耗為2000瓦，而同等規格的4G單元（華為產品）的功耗僅為500瓦。如果站點也使用64T64R主動天線單元（每個單元的功耗為1000至1400瓦），這種差異會更加顯著。因此，在北美多樣化的氣候條件下，溫度控管是戶外網路運作中至關重要的挑戰。 2025年發表的一項研究發現，晶片動作溫度每升高10度C，設備故障率就會增加25%，誤碼率就會增加15%，硬體壽命還會縮短30%以上。在USENIX NSDI 2025上發表的一項研究表明，流量預測和電源狀態最佳化可以將虛擬化RAN伺服器的功耗降低40%以上。因此，整合可靠電源管理工具的供應商不僅能在無線效能方面獲得競爭優勢，還能在營運成本方面獲得優勢。

細分市場分析

預計到2025年，硬體將佔北美基頻單元市場區域銷售額的47.77%，成為最大的組件類別。這一佔有率反映了基於​​與營運商簽訂的多年合約，4G設備正被支援5G的基頻和無線系統所取代。諾基亞與T-Mobile美國公司於2025年簽訂的合約預計將涵蓋硬體、軟體、維護和支援。 “Levante”超高性能基頻卡和“Habrok”大規模MIMO無線設備預計將佔據交付範圍的很大一部分。儘管價值來源不斷擴展，但硬體在北美基頻單元市場的現代化過程中仍然至關重要。硬體也為軟體和服務的銷售提供了部署基礎。

預計2026年至2031年間，軟體市場將以14.11%的複合年成長率成長。供應商正擴大透過訂閱授權的方式提供雲端原生無線存取網（RAN）平台和基於人工智慧的網路管理工具。這一趨勢正將部分基頻相關支出從一次性設備購買轉向經常性收入。儘管服務仍然是最小的組成部分，但隨著營運商對生命週期支援的需求不斷成長，託管服務合約正在擴大。開放式無線存取網（Open RAN）軟體運行在通用x86裝置上，這進一步擠壓了硬體利潤率。因此，軟體整合、能源管理和持續支援在北美基頻單元市場中變得越來越重要。

預計到2025年，大規模MIMO技術將佔北美基頻單元市場收入的46.14%。此細分市場受惠於採用64個發射天線/64個接收天線配置的中頻段5G部署。這些系統提高了頻譜效率，並滿足了高密度行動網路的流量需求。預計從2026年到2031年，大規模MIMO細分市場將以13.56%的複合年成長率成長。高階陣列支援多用戶波束成形、載波聚合和協同多點傳輸。這些部署增加了每個基頻單元所需的處理能力。

GPU加速的分散式單元展示了軟體定義的大規模MIMO如何在通用運算設備上運作。與傳統的四層架構相比，這些系統的頻譜效率最高可提升三倍。非大規模MIMO在美國農村通訊覆蓋、加拿大郊區網路以及墨西哥早期小型基地台部署中仍然發揮著至關重要的作用。在這些應用中，降低網站成本和簡化部署是首要任務。 AmpliTech預計將於2025年12月在O-RAN全球PlugFest大會上完成其商用級64T64R CAT-B大規模MIMO無線電的檢驗。對於旨在進行大規模大規模MIMO部署的供應商而言，開放式去程傳輸認證正成為一項關鍵要求。

其他好處：

  • Excel格式的市場預測（ME）表
  • 3個月的分析師支持

目錄

第1章：引言

  • 研究假設和市場定義
  • 調查範圍

第2章：調查方法

第3章執行摘要

第4章 市場狀況

  • 市場概覽
  • 市場促進因素
    • 5G獨立組網的全球擴展
    • 對網路容量和更低延遲的需求日益成長
    • 私有5G和工業網路的成長
    • 開放式無線存取網和虛擬化無線存取網的部署
    • 利用人工智慧最佳化無線資源
    • 採用邊緣運算和雲端原生無線存取網
  • 市場限制因素
    • 高功耗和溫度控管要求
    • 半導體供應擁塞和元件前置作業時間風險
    • 棕地整合的複雜性
    • 地緣政治因素導致供應商受到限制，供應鏈中斷。
  • 宏觀經濟因素對市場的影響
  • 產業價值鏈分析
  • 監理情勢
  • 技術展望
  • 波特五力分析

第5章 市場規模與成長預測

  • 按組件
    • 硬體
    • 軟體
    • 服務
  • MIMO配置
    • 非大規模MIMO
    • Massive MIMO
    • 大型天線單元
  • 不同的發展
    • 室內的
    • 戶外的
    • 其他部署方法
  • 透過網路架構
    • 獨立版
    • 非獨立式
    • 其他網路架構
  • 最終用戶
    • 電信營運商
    • 企業及私人網路
    • 政府/國防
    • 託管服務供應商
  • 國家
    • 美國
    • 加拿大
    • 墨西哥

第6章 競爭情勢

  • 市場集中度
  • 策略趨勢
  • 市佔率分析
  • 公司簡介
    • Huawei Technologies Co., Ltd.
    • Ericsson AB
    • Nokia Corporation
    • Samsung Electronics Co., Ltd.
    • ZTE Corporation
    • Qualcomm Technologies, Inc.
    • Intel Corporation
    • Fujitsu Limited
    • NEC Corporation
    • Cisco Systems, Inc.
    • Mavenir Systems, Inc.
    • Radisys Corporation
    • Parallel Wireless, Inc.
    • CommScope Holding Company, Inc.
    • Airspan Networks Inc.
    • JMA Wireless
    • Rakuten Symphony
    • CICT Mobile Communications Equipment Co., Ltd.
    • Marvell Technology, Inc.
    • Broadcom Inc.

第7章 市場機會與未來展望

簡介目錄
Product Code: 102333

According to Mordor Intelligence, the North America baseband unit market size was valued at USD 5.49 billion in 2025 and is estimated to expand from USD 6.01 billion in 2026 to reach USD 10.71 billion by 2031, at a CAGR of 12.25% during the forecast period 2026-2031.

North America Baseband Unit - Market - IMG1

North America Baseband Unit Market Trends and Insights

5G Standalone Network Expansion

Standalone 5G deployment is a central driver of demand for the North America Baseband Unit Market. These networks need baseband systems that can be updated through software and support functions unavailable in non-standalone configurations. AT&T had entered nationwide commercial deployment of standalone 5G and was moving subscribers to an architecture based on open, virtualized infrastructure. This architecture allows operators to offer network slicing for latency-sensitive business uses without building separate physical networks. The Federal Communications Commission adopted rules in July 2026 to auction 160 MHz of Upper C-band spectrum by July 2027, supporting a later equipment cycle as licensees prepare for new capacity. VTel Wireless selected Ericsson in March 2026 for a Vermont standalone 5G core and RAN deployment, indicating that the shift is also reaching regional and rural carriers.

Rising Demand for Network Capacity and Lower Latency

Traffic on 5G networks is increasing the need for baseband units with higher processing capacity. Augmented reality, industrial IoT, and fixed wireless access require sustained throughput and lower latency. Nokia extended its agreement with T-Mobile US in April 2025 to supply AirScale RAN equipment, including the Levante Ultra-Performance baseband products that use ReefShark system-on-chip technology. Baseband platforms are also being designed to handle computing workloads at the network edge alongside radio processing. Ericsson reported in 2026 that T-Mobile US was conducting field trials of an AI-native scheduler and that AT&T was deploying AI-native software on Cloud RAN infrastructure. Greater capacity produces more network data, which strengthens the case for further automated optimization.

High Power Consumption and Thermal Management Requirements

A 5G baseband unit draws 2,000 watts, compared with 500 watts for a comparable 4G unit HUAWEI.COM. The difference becomes more significant when a site also uses 64T64R active antenna units that draw 1,000 to 1,400 watts each. Thermal control is therefore an operating concern across outdoor networks in varied North American climates. Research published in 2025 found that a 10°C rise in chip operating temperature increased equipment failure rates by 25%, increased bit error rates by 15%, and shortened hardware life by more than 30%. Research presented at USENIX NSDI 2025 showed that traffic prediction and power-state optimization can reduce the power consumption of virtualized RAN servers by more than 40%. Suppliers that integrate credible power management tools can therefore compete on operating cost as well as radio performance.

Other drivers and restraints analyzed in the detailed report include:

  1. Growth of Private 5G and Industrial Networks
  2. Open RAN and Virtualized RAN Adoption
  3. Semiconductor Supply Concentration and Component Lead-Time Risk

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Hardware is projected to account for 47.77% of the North America Baseband Unit Market's regional revenue in 2025, making it the largest component category. This share reflects the replacement of 4G equipment with 5G-capable baseband and radio systems under multiyear carrier agreements. Nokia's 2025 contract with T-Mobile US is expected to include hardware, software, maintenance, and support. Levante ultra-performance baseband cards and Habrok Massive MIMO radios are expected to form an important part of the delivery scope. Hardware remains essential to the modernization of the North America Baseband Unit Market, even as the sources of value broaden. It also provides the installed base for software and service sales.

Software is projected to expand at a 14.11% CAGR from 2026 to 2031. Providers increasingly deliver cloud-native RAN platforms and AI-based network management tools through subscription licenses. This trend shifts a portion of baseband spending from one-time equipment purchases to recurring revenue. Services remain the smallest component category; however, managed service contracts are expanding as operators seek lifecycle support. Open RAN software can run on general-purpose x86 equipment, placing additional pressure on hardware margins. Consequently, the North America Baseband Unit Market is placing greater emphasis on software integration, energy management, and ongoing support.

Massive MIMO is projected to account for 46.14% of the North America Baseband Unit Market by revenue in 2025. The segment benefits from mid-band 5G deployments that use 64-transmit, 64-receive antenna configurations. These systems improve spectral efficiency and support the traffic requirements of dense mobile networks. The Massive MIMO segment is projected to expand at a 13.56% CAGR from 2026 to 2031. Higher-order arrays support multi-user beamforming, carrier aggregation, and coordinated multipoint transmission. Their deployment increases the processing capacity required in each baseband unit.

GPU-accelerated distributed units demonstrate how software-defined Massive MIMO can operate on general-purpose computing equipment. These systems can deliver up to three times the spectral efficiency of conventional four-layer configurations. Non-Massive MIMO remains relevant for rural coverage in the United States, suburban networks in Canada, and initial small-cell deployments in Mexico. These applications prioritize lower site costs and simpler deployment. AmpliTech is expected to complete validation of a commercial-grade 64T64R CAT-B Massive MIMO radio at the O-RAN Global PlugFest in December 2025. Open fronthaul certification is becoming an important requirement for vendors pursuing larger Massive MIMO deployments.

Complete Report Scope:

  • By Component
    • Hardware
    • Software
    • Services
  • By MIMO Configuration
    • Non-Massive MIMO
    • Massive MIMO
    • Massive Antenna Element
  • By Deployment
    • Indoor
    • Outdoor
    • Other Deployment
  • By Network Architecture
    • Standalone
    • Non-Standalone
    • Other Network Architectures
  • By End User
    • Telecom Operators
    • Enterprises and Private Networks
    • Government and Defense
    • Managed Service Providers
  • By Country
    • United States
    • Canada
    • Mexico

List of Companies Covered in this Report:

  1. Huawei Technologies Co., Ltd.
  2. Ericsson AB
  3. Nokia Corporation
  4. Samsung Electronics Co., Ltd.
  5. ZTE Corporation
  6. Qualcomm Technologies, Inc.
  7. Intel Corporation
  8. Fujitsu Limited
  9. NEC Corporation
  10. Cisco Systems, Inc.
  11. Mavenir Systems, Inc.
  12. Radisys Corporation
  13. Parallel Wireless, Inc.
  14. CommScope Holding Company, Inc.
  15. Airspan Networks Inc.
  16. JMA Wireless
  17. Rakuten Symphony
  18. CICT Mobile Communications Equipment Co., Ltd.
  19. Marvell Technology, Inc.
  20. Broadcom Inc.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Global 5G Standalone Network Expansion
    • 4.2.2 Rising Demand for Network Capacity and Lower Latency
    • 4.2.3 Growth of Private 5G and Industrial Networks
    • 4.2.4 Open RAN and Virtualized RAN Adoption
    • 4.2.5 AI-Enabled Radio Resource Optimization
    • 4.2.6 Edge Computing and Cloud-Native RAN Deployment
  • 4.3 Market Restraints
    • 4.3.1 High Power Consumption and Thermal Management Requirements
    • 4.3.2 Semiconductor Supply Concentration and Component Lead-Time Risk
    • 4.3.3 Brownfield Integration Complexity
    • 4.3.4 Geopolitical Vendor Restrictions and Supply-Chain Fragmentation
  • 4.4 Impact of Macroeconomic Factors on the Market
  • 4.5 Industry Value Chain Analysis
  • 4.6 Regulatory Landscape
  • 4.7 Technological Outlook
  • 4.8 Porter's Five Forces Analysis
    • 4.8.1 Bargaining Power of Suppliers
    • 4.8.2 Bargaining Power of Buyers
    • 4.8.3 Threat of New Entrants
    • 4.8.4 Threat of Substitutes
    • 4.8.5 Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

  • 5.1 By Component
    • 5.1.1 Hardware
    • 5.1.2 Software
    • 5.1.3 Services
  • 5.2 By MIMO Configuration
    • 5.2.1 Non-Massive MIMO
    • 5.2.2 Massive MIMO
    • 5.2.3 Massive Antenna Element
  • 5.3 By Deployment
    • 5.3.1 Indoor
    • 5.3.2 Outdoor
    • 5.3.3 Other Deployment
  • 5.4 By Network Architecture
    • 5.4.1 Standalone
    • 5.4.2 Non-Standalone
    • 5.4.3 Other Network Architectures
  • 5.5 By End User
    • 5.5.1 Telecom Operators
    • 5.5.2 Enterprises and Private Networks
    • 5.5.3 Government and Defense
    • 5.5.4 Managed Service Providers
  • 5.6 By Country
    • 5.6.1 United States
    • 5.6.2 Canada
    • 5.6.3 Mexico

6 COMPETITIVE LANDSCAPE

  • 6.1 Market Concentration
  • 6.2 Strategic Moves
  • 6.3 Market Share Analysis
  • 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products and Services, Recent Developments)
    • 6.4.1 Huawei Technologies Co., Ltd.
    • 6.4.2 Ericsson AB
    • 6.4.3 Nokia Corporation
    • 6.4.4 Samsung Electronics Co., Ltd.
    • 6.4.5 ZTE Corporation
    • 6.4.6 Qualcomm Technologies, Inc.
    • 6.4.7 Intel Corporation
    • 6.4.8 Fujitsu Limited
    • 6.4.9 NEC Corporation
    • 6.4.10 Cisco Systems, Inc.
    • 6.4.11 Mavenir Systems, Inc.
    • 6.4.12 Radisys Corporation
    • 6.4.13 Parallel Wireless, Inc.
    • 6.4.14 CommScope Holding Company, Inc.
    • 6.4.15 Airspan Networks Inc.
    • 6.4.16 JMA Wireless
    • 6.4.17 Rakuten Symphony
    • 6.4.18 CICT Mobile Communications Equipment Co., Ltd.
    • 6.4.19 Marvell Technology, Inc.
    • 6.4.20 Broadcom Inc.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

  • 7.1 White-Space and Unmet-Need Assessment