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市場調查報告書
商品編碼
2037336
通訊虛擬網路功能 (VNF) 市場預測至 2034 年—按組件、VNF 類型、部署模式、組織規模、應用程式、最終用戶和地區分類的全球分析Telecom Virtual Network Functions (VNF) Market Forecasts to 2034 - Global Analysis By Component (Solutions and Services), VNF Type, Deployment Mode, Organization Size, Application, End User and By Geography |
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根據 Stratistics MRC 的數據,預計到 2026 年,全球通訊虛擬網路功能 (VNF) 市場規模將達到 83 億美元,並在預測期內以 22.4% 的複合年成長率成長,到 2034 年將達到 417 億美元。
通訊虛擬網路功能是指傳統的通訊網路功能,例如虛擬防火牆、虛擬負載平衡器、虛擬演進封包核心網路、虛擬IP多媒體子系統和虛擬使用者駐地設備。這些功能透過網路功能虛擬化 (NFV) 架構部署在商用伺服器硬體或雲端基礎架構上。這使得通訊業者能夠用靈活的軟體定義網路功能取代其專有的基於硬體的網路設備。這有助於降低資本支出 (CAPEX)、加快服務部署速度,並在營運商級網路環境中實現動態資源擴展。
降低硬體設備成本的壓力
通訊業者最佳化資本支出的壓力正在加速從專有硬體網路設備(部署成本高、採購週期長且受供應商鎖定)到軟體定義虛擬網路 (SDN) 能力的轉變,後者可部署在通用伺服器硬體上。這能夠顯著降低基礎設施成本,實現供應商多元化,並擺脫硬體生命週期的限制,從而提高運營商網路基礎設施投資的盈利,並允許透過軟體配置而非實體硬體安裝來快速部署服務功能。
運營商級性能保證面臨的挑戰
通訊業者對營運商級虛擬網路工作負載提出了極高的要求——99.999% 的服務可用性、確定性的處理延遲以及可預測的效能擴展——這給在通用雲端基礎設施上部署軟體定義網路功能帶來了技術挑戰。在通用雲端環境中,資源爭用、虛擬機器管理程式效能開銷以及非確定性調度行為等問題普遍存在,而這些問題在基於硬體的網路設備中則能夠避免。因此,必須投資最佳化虛擬網路功能和專用基礎架構配置,這在一定程度上抵消了通用硬體的成本優勢。
整合開放式無線接取網路虛擬網路功能
通訊業者採用開放式無線存取網(Open RAN)架構,為引入新型虛擬網路功能創造了機遇,這些功能可用於集中式單元處理、分散式單元功能以及無線智慧控制器應用。這使得部署解耦式RAN成為可能,可以將第三方虛擬網路軟體與白盒無線電硬體結合。 Open RAN生態系統的擴展正在為虛擬網路供應商創造新的市場,使他們能夠提供RAN專用軟體功能,而這些功能在傳統的專有RAN部署中一直是整合設備供應商的壟斷收入來源。
託管雲端服務供應商之間的網路競爭
諸如AWS、微軟Azure和谷歌雲端等主要雲端服務供應商正在擴展其通訊級虛擬網路功能託管能力,並直接向通訊業者提供託管通訊網路功能服務,這給專業的虛擬網路功能供應商帶來了競爭壓力。這是因為通訊業者從提供整合基礎設施管理、全球部署規模以及具有競爭力的託管服務經濟效益的供應商那裡獲取雲端託管網路功能,這些優勢挑戰了獨立虛擬網路功能解決方案的經營模式。
新冠疫情加速了企業採用雲端運算和通訊業者對雲端基礎設施的投資,從而凸顯了虛擬網路能力部署模式的合理性。此模式能夠快速擴展容量,滿足遠端辦公連線需求的激增,且不受實體硬體採購的限制。後疫情時代,通訊業者加速推動網路轉型,持續推動對虛擬網路能力軟體的投資與託管服務的採用,具體體現在5G核心網路的部署、網路切片技術的實施以及為雲端原生服務配送平臺採用虛擬網路能力架構等方面。
在預測期內,「基於雲端的部署」細分市場預計將佔據最大佔有率。
預計在預測期內,基於雲端的部署方案將佔據最大的市場佔有率。這是因為通訊業者更傾向於部署雲端託管的虛擬網路功能 (VNF)。這消除了管理資料中心基礎架構的複雜性,並實現了網路功能容量的彈性擴展。此外,將網路功能在雲端可用區進行地理分佈,可提高服務彈性,並降低分散式網路架構的延遲,從而滿足企業和消費者的連線需求。
在預測期內,虛擬演進封包核心網路(vEPC)領域預計將呈現最高的複合年成長率。
在預測期內,虛擬演進封包核心網路(vEPC)預計將呈現最高的成長率。這是因為通訊業者正從基於硬體的演進封包核心網路遷移到雲端原生虛擬化封包核心網路架構,從而實現5G獨立組網核心網部署、網路切片功能以及基於硬體的行動核心網架構無法實現的靈活容量擴展。隨著營運商完成4G核心網路的虛擬化並啟動5G獨立網路核心網部署計劃,這促使他們對虛擬網路功能軟體進行大量投資。
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AT&T、Verizon和T-Mobile等通訊業者積極推進雲端轉型計劃,以實現核心網路現代化並部署用於5G架構的虛擬網路功能(VNF);企業對用於軟體定義廣域網路(SD-WAN)和雲端連接服務的VNF有著強勁的需求;以及VMware、Red Hat和Cisco等領先的VNF技術供應商在北美市場創造了可觀的收入。
在預測期內,亞太地區預計將呈現最高的複合年成長率。這主要歸功於中國行動、中國電信、NTT和SK Telecom全面實施的網路功能虛擬化(NFV)轉型計劃;亞洲通訊業者對雲端原生5G核心網路部署需求的快速成長;以及各國政府透過數位基礎設施投資計劃,支援亞洲主要市場採用虛擬網路功能,實現電信網路現代化。
According to Stratistics MRC, the Global Telecom Virtual Network Functions (VNF) Market is accounted for $8.3 billion in 2026 and is expected to reach $41.7 billion by 2034 growing at a CAGR of 22.4% during the forecast period. Telecom virtual network functions refer to software-based implementations of traditional telecommunications network functions including virtual firewalls, virtual load balancers, virtual evolved packet core, virtual IP multimedia subsystem, and virtual customer premises equipment deployed on commercial off-the-shelf server hardware and cloud infrastructure through network functions virtualization architecture, enabling telecommunications operators to replace proprietary hardware-based network appliances with flexible software-defined network functions that reduce capital expenditure, accelerate service deployment, and enable dynamic resource scaling across carrier-grade network environments.
Hardware Appliance Cost Reduction Pressure
Telecommunications operator capital expenditure optimization pressure driving accelerated migration from proprietary hardware network appliances with high acquisition costs, long procurement cycles, and vendor lock-in dependencies to software-defined virtual network functions deployable on commodity server hardware enabling substantially reduced infrastructure costs, vendor diversification, and hardware lifecycle independence that improve operator return on network infrastructure investment while enabling rapid service function deployment through software provisioning rather than physical hardware installation.
Carrier-Grade Performance Assurance Challenges
Telecommunications operator requirements for five-nines service availability, deterministic processing latency, and predictable performance scaling for carrier-grade virtual network function workloads create technical challenges when deploying software-defined network functions on general-purpose cloud infrastructure experiencing resource contention, hypervisor performance overhead, and non-deterministic scheduling behavior that hardware-based network appliances inherently avoid, requiring specialized virtual network function optimization and dedicated infrastructure configuration investments that partially offset commodity hardware cost advantages.
Open RAN Virtual Network Function Integration
Open Radio Access Network architecture adoption by telecommunications operators creating new virtual network function deployment opportunities for centralized unit processing, distributed unit functions, and radio intelligent controller applications that enable disaggregated RAN deployments combining third-party virtual network function software with whitebox radio hardware. Open RAN ecosystem expansion creating addressable market for virtual network function vendors providing RAN-specific software functions that previously represented captive revenue for integrated equipment vendors in traditional proprietary RAN deployments.
Managed Cloud Service Provider Network Competition
Major cloud providers including AWS, Microsoft Azure, and Google Cloud expanding telecommunications-grade virtual network function hosting capabilities and offering managed telecom network function services directly to telecommunications operators creates competitive pressure on specialized virtual network function vendors by enabling operator procurement of cloud-hosted network functions from providers offering integrated infrastructure management, global deployment scale, and competitive managed service economics that challenge standalone virtual network function solution commercial models.
COVID-19 pandemic accelerating enterprise cloud adoption and telecommunications operator cloud infrastructure investment validated virtual network function deployment models enabling rapid capacity scaling for surging remote work connectivity demand without physical hardware procurement constraints. Post-pandemic operator network transformation acceleration leveraging virtual network function architectures for 5G core deployment, network slicing implementation, and cloud-native service delivery platforms continues driving virtual network function software investment and managed service adoption.
The Cloud-Based Deployment segment is expected to be the largest during the forecast period
The Cloud-Based Deployment segment is expected to account for the largest market share during the forecast period, due to telecommunications operator preference for cloud-hosted virtual network function deployment eliminating data center infrastructure management complexity, enabling elastic scaling of network function capacity, and providing geographic distribution of network functions across cloud availability zones that improves service resilience and reduces latency for distributed network architectures serving enterprise and consumer connectivity requirements.
The Virtual Evolved Packet Core (vEPC) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the Virtual Evolved Packet Core (vEPC) segment is predicted to witness the highest growth rate, driven by telecommunications operator migration from hardware-based evolved packet core to cloud-native virtualized packet core architecture enabling 5G standalone core deployment, network slicing capability, and flexible capacity scaling that hardware-based mobile core architecture cannot accommodate, creating substantial virtual network function software investment as operators complete 4G core virtualization and initiate 5G standalone core deployment programs.
During the forecast period, the North America region is expected to hold the largest market share, due to advanced telecommunications operator cloud transformation programs at AT&T, Verizon, and T-Mobile deploying virtual network functions for core network modernization and 5G architecture, strong enterprise virtual network function demand for software-defined WAN and cloud connectivity services, and leading virtual network function technology vendors including VMware, Red Hat, and Cisco generating substantial North American market revenue.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, due to China Mobile, China Telecom, NTT, and SK Telecom implementing comprehensive network function virtualization transformation programs, rapidly growing cloud-native 5G core deployment requirements across Asian telecommunications operators, and government digital infrastructure investment programs supporting telecommunications network modernization through virtual network function adoption across major Asian markets.
Key players in the market
Some of the key players in Telecom Virtual Network Functions (VNF) Market include Ericsson, Nokia, Huawei Technologies, Cisco Systems, VMware, Red Hat, Intel Corporation, HPE, Dell Technologies, Juniper Networks, ZTE Corporation, NEC Corporation, Ciena Corporation, ADTRAN, and Affirmed Networks.
In April 2026, VMware announced an enhanced telecommunications cloud platform supporting cloud-native virtual network function orchestration with automated lifecycle management, multi-vendor VNF onboarding, and integrated performance monitoring for carrier-grade virtual network function deployments across private and hybrid cloud infrastructure.
In February 2026, Nokia introduced a next-generation cloud-native packet core solution incorporating containerized virtual network functions with automated scaling, zero-touch provisioning, and built-in network slicing orchestration for telecommunications operators deploying 5G standalone core architecture.
Note: Tables for North America, Europe, APAC, South America, and Rest of the World (RoW) are also represented in the same manner as above.