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市場調查報告書
商品編碼
2118277

通訊業人工智慧應用監測報告：2026年第三季度

Telco AI Deployment Monitor: 3Q26
出版日期: | 出版商: MTN Consulting, LLC | 英文 41 Pages | 訂單完成後即時交付

價格

調查範圍

本報告追蹤全球通訊業中與人工智慧、自動化和自主網路 (TAIA) 相關的供應商公告、營運商實施情況以及標準化機構趨勢。

本報告基於2024年第三季至今（包括2026年第三季）識別出的330條已標記條目。資訊主要來自供應商和電信營運商的新聞稿以及標準化機構的新聞稿，並在無法取得一級資訊來源時輔以行業出版物。電信業者的人工智慧/自動化活動按交易類型、主題和地區進行評估。所有追蹤條目均包含具體資訊來源和發布日期，並被歸類為六種交易類型之一，並在可識別的情況下按國家和地區進行標記。

此外，本報告還特別闢出一節介紹通訊業就業市場，利用了 MTN Consulting 的「全球電信市場追蹤器」和「電信人才追蹤器」的數據。

分析

全球電信業者正在加速從實驗性人工智慧試點計畫向全面商業舉措的過渡。這一趨勢得到了市場活動的佐證，在追蹤的330項行業總合中，相關項目數量增加了四倍，從2024年第三季的18項增加到2026年第二季的79項。

目前共有107份正式商業契約，佔整個資料庫的32%，是最大的單一類別。然而，「關注度」與「網路業務實際收入」之間存在顯著差距。儘管NVIDIA（提及39次）和OpenAI（提及9次）並非傳統通訊網路基礎設施（NI）市場的主要參與者，但卻吸引了相當多的關注，而華為（通訊NI銷售額384億美元，市佔率17.8%）、愛立信（219億美元，市佔率10.1%）和諾基亞（174億美元，市佔率8.0%）等老牌主要供應商則獲得了實際的網路部署項目和由此產生的收入。

在金融環境趨於穩定的背景下，這場技術變革正穩步推進。預計到2025年，電信業者的年收入將達到1.85兆美元（年增5.4%），息稅前利潤率（EBIT利潤率）預計將回升至16.0%，而資本支出（CAPEX）預計將下降至16.0%（2957億美元），為近十年來的最低水準。人工智慧的應用並未即時提升利潤率，而是幫助電信業者繼續推動其持續的裁員計畫。到2025年第四季，全球電信業者的數量將為434萬家（淨減少約8.4萬家），年減1.9%，與人工智慧出現之前的降幅大致相同。 2025年，總人事費用將基本維持不變，約2,600億美元，佔不計折舊免稅額的營運支出的22%。

基於代理的人工智慧和生成式人工智慧已記錄了80個相關事件，並正在成為重要的商業主題。領先的電信公司，例如SK Telecom（提及32次，正在建立2GW規模的人工智慧雲端）和Verizon（自2019年以來裁員33%，並計劃透過AI Connect實現人工智慧主導的企業收入成長），正在將其關注點從降低內部成本轉向可獲利的人工智慧基礎設施。然而，截至2026年第三季度，成本效益仍將是首要任務。

目錄

  • 報告摘要
  • 通訊業就業市場
  • 市場規模與動能
  • 供應商趨勢
  • 電信業者的發展趨勢
  • 主題趨勢
  • 金融基準的關鍵點
  • 影響
  • 關於 MTN 顧問公司

調查對象

提及的組織：

  • Airtel (Bharti Airtel)
  • Amdocs
  • Anthropic
  • AT&T
  • AWS (Amazon Web Services / Amazon)
  • Broadcom
  • BT
  • China Mobile
  • China Telecom
  • China Unicom
  • Circles
  • Cisco
  • Cox Communications
  • Deutsche Telekom
  • e&
  • Ericsson
  • Google Cloud (Google / Alphabet)
  • GSMA
  • Huawei
  • IBM
  • Indosat (Indosat Ooredoo Hutchison)
  • Intel
  • Kyivstar
  • Microsoft
  • MTN Group
  • Nokia
  • NTT DATANVIDIA
  • OpenAI
  • Orange (Orange Group)
  • PLDT (PLDT Home / Smart)
  • Qualcomm
  • Rakuten Mobile
  • Reliance Jio
  • Rogers Communications
  • Samsung
  • SK Telecom
  • SoftBank
  • Taiwan Mobile
  • TCS (Tata Consultancy Services)
  • TDC NET
  • Telefonica (Telefonica Germany / O2)
  • TM Forum
  • T-Mobile US
  • UScellular
  • Verizon
  • Vodafone (Vodafone Germany)
Product Code: TAIA-20082026-1

Scope

This report tracks vendor announcements, telco deployments, and standards-body activity in AI, automation, and autonomous networks (TAIA) across the global telecom sector. It draws on 330 tagged items dated 3Q24 through 3Q26 to date, sourced primarily from vendor and telco newsrooms and standards-body releases, supplemented by trade press where a primary source was unavailable. Telco AI/automation activity is assessed by deal type, theme, and geography. Every tracked item is attributed to a named source with a publication date, classified into one of six deal types, and tagged with a country and region where identifiable.

The report also includes a dedicated Telco Jobs Market section, drawing on MTN Consulting’s Global Telco Market Tracker and Telco Talent Tracker.

Analysis

Across the globe, telcos are accelerating their shift from experimental AI pilots to live commercial deployments. That’s verified by market activity quadrupling from 18 tracked events in 3Q24 to 79 events in 2Q26 across 330 total tracked industry initiatives. Named commercial contracts now represent the largest single category at 107 deals (32% of the database), yet a sharp divide exists between mindshare and network revenue: market-share non-entities in traditional Telco Network Infrastructure (NI) like NVIDIA (39 mentions) and OpenAI (9 mentions) lead narrative visibility, while incumbents like Huawei ($38.4B Telco NI revenue, 17.8% share), Ericsson ($21.9B, 10.1% share), and Nokia ($17.4B, 8.0% share) capture the physical rollouts - and real revenues.

This technology transition unfolds against a stabilizing financial backdrop where annualized operator revenues hit $1.85T (+5.4% YoY) and EBIT margins recovered to 16.0% in 2025, even as capex intensity dropped to a decade low of 16.0% ($295.7B). Instead of driving immediate margin expansion, AI adoption is helping telcos sustain their ongoing workforce reduction efforts. Global telco headcount dropped 1.9% YoY to 4.34M in 4Q25 (a net loss of ~84,000 jobs), about the same rate of decline as before AI came on the scene. Total labor costs in 2025 held flat near $260B (22% of opex ex-D&A).

As Agentic AI and Generative AI emerge as the dominant operational theme with 80 tagged events, front-runners like SK Telecom (32 mentions, building a 2GW AI Cloud) and Verizon (-33% headcount since 2019, targeting AI-driven enterprise revenue growth with AI Connect) demonstrate that operators are moving from internal cost reduction toward monetizable AI infrastructure. But the primary focus remains on cost efficiency for now, as of 3Q26.

Table of Contents

  • Report summary - slide 2
  • Telco Jobs Market - slide 5
  • Market Volume & Momentum - slide 11
  • Vendor Landscape - slide 14
  • Telco Landscape - slide 25
  • Thematic Trends - slide 28
  • Financial Benchmark Spotlight - slide 33
  • Implications - slide 37
  • About MTN Consulting - slide 41

Coverage

Organizations mentioned:

  • Airtel (Bharti Airtel)
  • Amdocs
  • Anthropic
  • AT&T
  • AWS (Amazon Web Services / Amazon)
  • Broadcom
  • BT
  • China Mobile
  • China Telecom
  • China Unicom
  • Circles
  • Cisco
  • Cox Communications
  • Deutsche Telekom
  • e&
  • Ericsson
  • Google Cloud (Google / Alphabet)
  • GSMA
  • Huawei
  • IBM
  • Indosat (Indosat Ooredoo Hutchison)
  • Intel
  • Kyivstar
  • Microsoft
  • MTN Group
  • Nokia
  • NTT DATANVIDIA
  • OpenAI
  • Orange (Orange Group)
  • PLDT (PLDT Home / Smart)
  • Qualcomm
  • Rakuten Mobile
  • Reliance Jio
  • Rogers Communications
  • Samsung
  • SK Telecom
  • SoftBank
  • Taiwan Mobile
  • TCS (Tata Consultancy Services)
  • TDC NET
  • Telefonica (Telefonica Germany / O2)
  • TM Forum
  • T-Mobile US
  • UScellular
  • Verizon
  • Vodafone (Vodafone Germany)

Figure & Charts

  • Global telco employees (139 tracked operators, 1Q16-4Q25)
  • Quarterly Volume (3Q24-3Q26 YTD)
    • Theme 1: AI-RAN items per quarter
    • Theme 2: Agentic AI / Generative AI items per quarter
    • Theme 3: Sovereign AI / AI Factories items per quarter
    • Theme 4: Autonomous Networks / TM Forum Levels items per quarter
  • Deutsche Telekom: Labor costs, % opex ex-D&A (16-quarter trend, 1Q22-4Q25)
  • Labor cost as % of opex (excl. D&A), 8 telcos (16-quarter trend, 1Q22-4Q25)
  • 4Q25 Snapshot: Labor Cost % of Opex across 8 Telcos
  • Appendix B: Quarterly Summary Table (Item totals and thematic breakdowns across 3Q24-3Q26 YTD)