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市場調查報告書
商品編碼
2035445
雲端原生通訊基礎設施市場預測至2034年-按元件、基礎設施類型、部署模型、雲端服務模型、應用、最終用戶和區域分類的全球分析Cloud-Native Telecom Infrastructure Market Forecasts to 2034 - Global Analysis By Component (Solutions and Services), Infrastructure Type, Deployment Model, Cloud Service Model, Application, End User and By Geography |
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根據 Stratistics MRC 的數據,預計到 2026 年,全球雲端原生通訊基礎設施市場規模將達到 164 億美元,在預測期內以 22.5% 的複合年成長率成長,到 2034 年將達到 826 億美元。
雲端原生通訊基礎架構是通訊業者能夠將網路功能和管理系統以容器化工作負載的形式部署和運作在 Kubernetes編配平台、雲端原生 NFV 基礎架構、雲端無線接取網路(RAN)、邊緣邊緣雲端基礎架構和 5G 核心基礎架構上的解決方案和服務。這些解決方案基於微服務架構和 DevOps調查方法,透過軟體定義的基礎設施提供通訊業者級的可靠性、可擴展性和自動化,從而取代了依賴專有硬體的網路功能部署方式。
5G核心網雲原生架構的基本要求
3GPP 5G系統結構規範將5G核心網路功能定義為本質上基於雲端原生和微服務的實現方式,這迫使通訊業者採用雲端原生基礎設施作為其標準5G核心網路的託管環境。隨著全球通訊業者陸續推出商用5G服務,獨立組網5G架構的商用部署即時需要Kubernetes平台和容器化網路功能基礎設施,從而直接催生了對雲端原生通訊基礎設施的需求——對於部署生產級5G網路的營運商而言,這已成為商業性不可避免的必然選擇。
具備營運商級可靠性的雲端原生檢驗
通訊業者要求生產網路部署的可用性達到 99.999%,這導致在核准基於 Kubernetes 基礎架構的容器化網路功能進行生產部署之前,需要對雲端原生平台進行大量的檢驗和認證。而 Kubernetes 基礎設施缺乏成熟的專有網路硬體平台所具備的運作經驗。這使得檢驗專案需要投入數年時間,從而延長了雲端原生基礎架構的商業部署週期,使其超出了雲端技術成熟度達到企業 IT 用例可靠性標準所需的水平。
面向通訊業者的雲端平台生態系統發展
建構一個雲端原生基礎設施平台生態系統,使通訊業者能夠透過編配的 Kubernetes 介面使用多廠商的容器化網路功能,這標誌著營運商採購模式的根本性轉變,使其從與專有硬體供應商的合作關係轉向透過多廠商軟體功能市場進行採購。透過 TM Forum 和 ETSI 標準化部署雲端原生網路功能,實現了廠商間的互通性,賦予營運商基礎設施獨立性,並為雲端原生平台和雲端原生網路功能軟體供應商創造了大規模的商業性機會。
廠商鎖定效應的持續存在
現有電信設備供應商的商業策略雖然名義上採用了 Kubernetes 和容器標準,但實際上卻造成了營運上的依賴性,並限制了跨供應商的替代可能性。具體而言,這些策略包括維護專有的管理介面、依賴專用硬體加速以及在雲端原生產品系列中進行垂直整合。這些策略持續限制雲端原生生態系統的開放性,阻礙了通訊業者充分實現供應商獨立性和採購競爭帶來的優勢,而這些優勢正是推動雲端原生基礎設施投資計畫的動力。
新冠疫情引發的遠端基礎設施管理需求凸顯了雲端原生平台在營運敏捷性方面的優勢,尤其是在無需實體存取即可部署軟體基礎設施更新和容量調整方面,從而證明了對雲端原生通訊的投資是合理的。疫情後,需要雲端原生5G核心網路的5G獨立網路架構的部署,以及通訊業者。
在預測期內,服務業預計將佔據最大的市場佔有率。
預計在預測期內,服務領域將佔據最大的市場佔有率。這是因為設計雲端原生通訊基礎架構、部署 Kubernetes 平台、遷移容器化網路功能、轉型 DevOps 工作流程以及持續進行雲端專業服務運維管理都需要對專業服務和託管服務進行大量投資。通訊業者正在向具備雲端原生技術專長和通訊網路工程領域知識的專業服務服務供應商投資,以用於其生產網路功能部署專案。
預計在預測期內,容器化網路功能 (CNF) 細分市場將呈現最高的複合年成長率。
在預測期內,容器化網路功能 (CNF) 細分市場預計將呈現最高的成長率,這主要得益於通訊業者從最初的獨立 5G 試點部署轉向全面商業化網路功能容器化項目,從而加速了容器化5G 核心網路功能的普及。此外,虛擬化無線存取網路 (RAN) 的容器化CNF 在核心網路之外的部署開闢了新的途徑,顯著擴大了雲端原生網路功能在電信基礎架構現代化專案中的整體部署規模。
在預測期內,北美預計將佔據最大的市場佔有率。這主要歸功於美國引領全球最先進的電信雲端原生基礎設施部署計劃,各大通訊業者專注於部署雲端原生5G核心網,Red Hat、VMware和Wind River等領先的雲端原生電信平台供應商在北美創造了可觀的收入,以及超大規模資料中心業者中心與通訊業者的夥伴關係計劃加速了混合雲端原生基礎設施商業生態系統的發展。
在預測期內,亞太地區預計將呈現最高的複合年成長率。這是因為中國正主導全球規模最大的5G部署,需要大規模的雲端原生核心網路基礎設施;日本和韓國正在推動前沿的雲端原生無線存取網(RAN)部署專案;而東南亞通訊業者正在進行待開發區的5G部署,從一開始就採用雲端原生架構,無需像傳統專有基礎設施那樣進行遷移。
According to Stratistics MRC, the Global Cloud-Native Telecom Infrastructure Market is accounted for $16.4 billion in 2026 and is expected to reach $82.6 billion by 2034 growing at a CAGR of 22.5% during the forecast period. Cloud-native telecom infrastructure refers to solutions and services enabling telecommunications operators to deploy and operate network functions and management systems as containerized workloads on Kubernetes orchestration platforms, cloud-native NFV infrastructure, Cloud RAN radio access networks, edge cloud infrastructure, and 5G core infrastructure built on microservices architectures and DevOps delivery methodologies that enable telecommunications-grade reliability, scalability, and automation through software-defined infrastructure replacing proprietary hardware-dependent network function deployments.
5G Core Network Cloud-Native Architecture Mandate
3GPP 5G system architecture specification defining 5G core network functions as inherently cloud-native microservices-based implementations is compelling telecommunications operators to deploy cloud-native infrastructure as the standard 5G core network hosting environment. Standalone 5G architecture commercial deployment creating immediate Kubernetes platform and containerized network function infrastructure procurement requirements across global operators launching commercial 5G services generates direct cloud-native telecom infrastructure market demand that is commercially unavoidable for operators deploying production 5G networks.
Carrier-Grade Reliability Cloud-Native Validation
Telecommunications operator demanding five-nines availability requirements for production network function deployments creating extensive cloud-native platform validation and certification requirements before operators authorize containerized network function production deployment on Kubernetes infrastructure that lacks the operational track record of established proprietary network hardware platforms, requiring multi-year validation program investment that extends cloud-native infrastructure commercial adoption timelines beyond cloud technology maturity levels that would satisfy enterprise IT use case reliability standards.
Telco Cloud Platform Ecosystem Development
Telecommunications cloud-native infrastructure platform ecosystem development enabling operators to consume container-based network functions from multiple vendors orchestrated through standardized Kubernetes interfaces represents a fundamental operator procurement model transformation from proprietary hardware vendor relationships toward multi-vendor software function marketplace procurement. TM Forum and ETSI standardization enabling vendor-interoperable cloud-native network function deployment creates operator infrastructure independence generating large-scale commercial opportunity for cloud-native platform and cloud-native network function software vendors.
Proprietary Vendor Lock-In Persistence
Incumbent telecommunications equipment vendor commercial strategies maintaining proprietary management interfaces, specialized hardware acceleration dependencies, and vertical integration within cloud-native product portfolios that nominally adopt Kubernetes and container standards while creating practical operational dependencies limiting multi-vendor substitutability create persistent cloud-native ecosystem openness constraints that prevent operators from fully realizing the vendor independence and procurement competition benefits that motivate cloud-native infrastructure investment programs.
COVID-19 remote infrastructure management requirements demonstrating cloud-native platform operational agility advantages in deploying software infrastructure updates and capacity adjustments without physical site access validated cloud-native telecom investment rationale. Post-pandemic accelerating 5G standalone architecture deployment programs requiring cloud-native 5G core network deployment and growing operator commitment to software-defined network economics continue driving strong cloud-native telecom infrastructure market adoption globally.
The Services segment is expected to be the largest during the forecast period
The Services segment is expected to account for the largest market share during the forecast period, due to the substantial professional services and managed service investment required for cloud-native telecom infrastructure design, Kubernetes platform deployment, containerized network function migration, DevOps workflow transformation, and ongoing cloud-native operations management that telecommunications operators invest in from specialized service providers combining cloud-native technology expertise with telecommunications network engineering domain knowledge for production network function deployment programs.
The Containerized Network Functions (CNFs) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the Containerized Network Functions (CNFs) segment is predicted to witness the highest growth rate, driven by rapidly accelerating operator adoption of containerized 5G core network functions as operators progress from early standalone 5G pilot deployments toward commercial-scale production network function containerization programs, combined with virtualized RAN containerization creating new CNF deployment vector beyond core network that substantially expands total addressable cloud-native network function deployment volume across telecommunications infrastructure modernization programs.
During the forecast period, the North America region is expected to hold the largest market share, due to the United States hosting the world's most advanced telecommunications cloud-native infrastructure adoption programs with major operators committing to cloud-native 5G core deployment, leading cloud-native telecom platform vendors including Red Hat, VMware, and Wind River generating substantial North American revenue, and hyperscaler operator partnership programs creating hybrid cloud-native infrastructure commercial ecosystem development.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, due to China hosting the world's largest 5G deployment requiring cloud-native core network function infrastructure at massive scale, Japan and South Korea pursuing leading cloud-native RAN deployment programs, and Southeast Asian operators making greenfield 5G deployments adopting cloud-native architecture from inception without legacy proprietary infrastructure migration constraints.
Key players in the market
Some of the key players in Cloud-Native Telecom Infrastructure Market include Microsoft, Amazon Web Services, Google LLC, International Business Machines Corporation, Ericsson, Nokia Corporation, Huawei Technologies Co. Ltd., VMware Inc., Cisco Systems Inc., Oracle Corporation, Samsung Electronics Co. Ltd., Wind River Systems Inc., Juniper Networks Inc., Canonical Ltd., and Dell Technologies Inc..
In April 2026, Ericsson launched cloud-native 5G core network function suite achieving carrier-grade deployment on public cloud infrastructure with documented sub-5ms latency for user plane processing enabling MEC-proximate workload hosting in operator deployments.
In March 2026, Red Hat (IBM) introduced OpenShift Telecom Platform 2026 with enhanced 5G Core and Open RAN network function orchestration capabilities enabling fully automated cloud-native network function lifecycle management across hybrid cloud operator environments.
Note: Tables for North America, Europe, APAC, South America, and Rest of the World (RoW) are also represented in the same manner as above.