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市場調查報告書
商品編碼
2037340
通訊基礎設施即服務 (IaaS) 市場:未來預測(至 2034 年)—按服務類型、部署方式、組件、組織規模、應用程式、最終用戶和地區分類的全球分析Telecom Infrastructure as a Service Market Forecasts to 2034 - Global Analysis By Service Type, Deployment Model, Component, Organization Size, Application, End User and By Geography |
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根據 Stratistics MRC 的數據,預計到 2026 年,全球通訊基礎設施即服務 (IaaS) 市場規模將達到 97 億美元,在預測期內以 23.5% 的複合年成長率成長,到 2034 年將達到 523 億美元。
通訊基礎設施即服務 (IaaS) 指的是透過雲端交付的通訊基礎設施解決方案和託管平台。這包括虛擬化運算、儲存和網路資源,並根據服務等級協定 (SLA) 按需交付。目標客戶包括通訊業者、網際服務供應商(ISP) 以及希望以基於訂閱的雲端基礎設施使用模式取代其實體網路基礎設施的企業客戶。電信 IaaS 平台使營運商能夠部署網路功能和營運支援系統。
最佳化網路基礎設施投資
通訊業者面臨巨大的財務壓力,既要減輕資本支出負擔,又要維持對網路容量擴展和技術現代化的投資。這加速了基礎設施即服務 (IaaS) 消費模式的普及。 IaaS 模式允許將網路功能部署在共用的雲端基礎架構上,而無需採購專用硬體。 IaaS經營模式透過將巨額前期資本投資轉化為可預測的、基於成本的訂閱,改善了營運商的現金流,消除了硬體過時的風險,並實現了與實際流量需求而非尖峰時段容量規劃要求相匹配的靈活容量管理。
通訊資料的主權要求
跨多個司法管轄區的監管要求迫使通訊網路資料的處理範圍限制在國家地理邊界內,限制客戶資料的跨境傳輸,並強制要求監管機構存取網路流量。這限制了公共雲端設施即服務 (IaaS) 在高度敏感的通訊工作負載中的應用,因為這些工作負載需要專用基礎架構來維護清晰的資料主權合規性。管理受監管網路功能(例如合法攔截系統、緊急服務路由和用戶資料管理)的通訊業者需要進行合規性檢驗,而這在複雜的共用公共雲端基礎設施檢驗中變得十分困難。
網路功能虛擬化 (NFV) 的雲端遷移
通訊業者大規模將網路功能虛擬化 (NFV) 基礎架構從本地私有環境遷移到公有雲和混合雲端IaaS 平台,這為提供通訊最佳化運算、確定性網路和營運商級服務等級協定 (SLA) 的託管雲端基礎設施供應商創造了巨大的商機。開發通訊業專用基礎設施功能(例如低延遲互連、網路功能認證計劃和監管合規框架)的 IaaS 供應商正在建立差異化平台,並在通訊業者的雲端遷移採購中提供溢價服務。
由通訊業者主導的私有雲端基礎設施
包括AT&T、德國電信和中國移動在內的主要通訊業者正在投資建置自有私有私有雲端基礎設施平台,將開放原始碼雲端技術與通訊業特有的最佳化相結合。這使他們能夠建立內部IaaS(基礎設施即服務)能力,並減少對核心網路工作負載採購外部IaaS的需求。通訊業者投資私有雲端的目標是利用其網路基礎設施資產、現有資料中心位置和專業的電信工程人才,建構一個具有競爭力的雲端平台,既能滿足資料主權要求,又能避免依賴公共雲端供應商。
新冠疫情加速了數位化服務的普及,並促使通訊業者迅速部署容量以滿足串流媒體、協作和遠端連線的需求。這凸顯了雲端基礎架構即服務 (IaaS) 的普及,它無需採購實體硬體即可實現彈性基礎架構擴充。疫情後,通訊業在數位轉型方面的投資,包括 5G 核心網的部署、營運支援系統的現代化以及採用雲端原生架構開發數位服務平台,持續擴大著電信市場對 IaaS 的需求。
在預測期內,通訊業者細分市場預計將佔據最大的市場佔有率。
預計在預測期內,通訊業者將佔據最大的市場佔有率。這是因為他們是電信基礎設施即服務 (IaaS) 的主要用戶,代表著運營商 IaaS 功能(例如託管網路功能虛擬化 (NFV)、將營運支援系統遷移到雲端、部署 5G 核心網路以及數字服務平台的基礎設施)通訊業者,並且他們正通過全球領先的通訊業者實施的多年雲端收入。
預計在預測期內,數據分析和人工智慧工作負載領域將呈現最高的複合年成長率。
在預測期內,數據分析和人工智慧工作負載領域預計將呈現最高的成長率。這主要是由於通訊業者正在採用人工智慧 (AI) 和機器學習工作負載來實現網路營運自動化、客戶體驗分析、預測性維護和收入保障等應用。這些應用程式運行在雲端 IaaS 基礎設施上,該基礎設施提供彈性 GPU 運算資源和託管 AI 平台服務,使營運商無需投資建設專用的本地 AI 基礎設施即可實施資料科學專案。
在預測期內,北美預計將佔據最大的市場佔有率。這主要歸功於美國主要通訊業者先進的通訊雲端轉型計畫、AWS、微軟Azure和Google雲端等領先的超大規模資料中心業者IaaS供應商的存在(這些供應商正從通訊業者客戶那裡獲得可觀的收入)、企業通訊IaaS在雲端連接和託管網路服務方面的廣泛應用,以及為建立的通訊IaaS生態系統而進行的大量技術投資。
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、日本、韓國和印度大規模的5G雲端原生基礎設施部署專案(這些專案需要大量的IaaS容量來實現虛擬化核心網路功能)、企業雲端採用率的快速成長推動了通訊領域的IaaS需求,以及政府數位基礎設施投資專案支援亞洲主要市場的通訊雲端轉型。
According to Stratistics MRC, the Global Telecom Infrastructure as a Service (IaaS) Market is accounted for $9.7 billion in 2026 and is expected to reach $52.3 billion by 2034 growing at a CAGR of 23.5% during the forecast period. Telecom infrastructure as a service refers to cloud-delivered telecommunications infrastructure solutions and managed platforms encompassing virtualized compute, storage, and networking resources provisioned on-demand through service-level agreements to telecommunications operators, internet service providers, and enterprise customers seeking to replace owned physical network infrastructure with subscription-based cloud infrastructure consumption models. Telecom IaaS platforms enable operators to deploy network functions, operational support systems.
Network Infrastructure Capital Expenditure Optimization
Telecommunications operator financial pressure to reduce capital expenditure intensity while maintaining network capacity growth and technology modernization investments drives accelerated adoption of infrastructure-as-a-service consumption models enabling network function deployment on shared cloud infrastructure without dedicated hardware procurement. IaaS commercial models converting substantial upfront capital equipment purchases to predictable operational expenditure subscriptions improving operator cash flow, eliminating hardware obsolescence risk, and enabling flexible capacity management aligned with actual traffic demand rather than peak capacity planning requirements.
Telecommunications Data Sovereignty Requirements
Regulatory requirements across multiple jurisdictions mandating telecommunications network data processing within national geographic boundaries, restricting cross-border customer data transfer, and requiring regulatory access to network traffic create constraints on public cloud IaaS adoption for sensitive telecommunications workloads requiring dedicated infrastructure maintaining clear data sovereignty compliance. Telecommunications operators managing regulated network functions including lawful intercept systems, emergency services routing, and subscriber data management requiring compliance validation that complex shared public cloud infrastructure environments complicate.
Network Function Virtualization Cloud Migration
Large-scale telecommunications operator programs migrating network functions virtualization infrastructure from private on-premises deployments to public and hybrid cloud IaaS platforms create substantial managed cloud infrastructure revenue opportunity for providers offering telecommunications-optimized compute, deterministic networking, and carrier-grade service level agreements. IaaS providers developing telecommunications-specific infrastructure capabilities including low-latency interconnection, network function certification programs, and regulatory compliance frameworks creating differentiated platforms commanding premium pricing in operator cloud migration procurement.
Operator-Built Private Cloud Infrastructure
Major telecommunications operators including AT&T, Deutsche Telekom, and China Mobile investing in operator-owned private cloud infrastructure platforms combining open-source cloud technology with telecommunications-specific optimizations create internal infrastructure-as-a-service capabilities reducing external IaaS procurement requirements for core network workloads. Operator private cloud investments leveraging network infrastructure assets, existing data center footprint, and specialized telecommunications engineering talent to build competitive cloud platforms that address data sovereignty requirements while avoiding public cloud vendor dependency.
COVID-19 pandemic accelerating digital service consumption requiring telecommunications operator rapid capacity deployment for streaming, collaboration, and remote connectivity demand validated cloud IaaS adoption enabling elastic infrastructure scaling without physical hardware procurement timelines. Post-pandemic telecommunications digital transformation investment incorporating cloud-native architecture for 5G core deployment, operational support system modernization, and digital service platform development continues expanding telecom IaaS market demand.
The Telecom Operators segment is expected to be the largest during the forecast period
The Telecom Operators segment is expected to account for the largest market share during the forecast period, as primary consumers of telecommunications infrastructure-as-a-service for network function virtualization hosting, operational support system cloud migration, 5G core deployment, and digital service platform infrastructure that represents the largest single demand category for telecom-grade IaaS capabilities, generating recurring subscription revenue across multi-year cloud transformation programs undertaken by major global telecommunications operators.
The Data Analytics & AI Workloads segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the Data Analytics & AI Workloads segment is predicted to witness the highest growth rate, driven by telecommunications operator deployment of artificial intelligence and machine learning workloads for network operations automation, customer experience analytics, predictive maintenance, and revenue assurance applications on cloud IaaS infrastructure offering elastic GPU compute resources and managed AI platform services enabling operator data science programs without dedicated on-premises AI infrastructure investment.
During the forecast period, the North America region is expected to hold the largest market share, due to advanced telecommunications cloud transformation programs at major US operators, dominant hyperscaler IaaS provider presence with AWS, Microsoft Azure, and Google Cloud generating substantial telecommunications customer revenue, strong enterprise telecommunications IaaS consumption for cloud connectivity and managed network services, and significant technology investment creating sophisticated telecom IaaS ecosystem.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, due to large-scale 5G cloud-native infrastructure deployment programs across China, Japan, South Korea, and India requiring substantial IaaS capacity for virtualized core network functions, rapidly growing enterprise cloud adoption driving telecommunications IaaS demand, and government digital infrastructure investment programs supporting telecommunications cloud transformation across major Asian markets.
Key players in the market
Some of the key players in Telecom Infrastructure as a Service (IaaS) Market include AWS (Amazon), Microsoft Azure, Google Cloud, IBM Cloud, Alibaba Cloud, Oracle Cloud, Tata Communications, NTT Communications, Lumen Technologies, Zayo Group, Equinix, Digital Realty, CenturyLink (Lumen), Windstream Enterprise, and GTT Communications.
In April 2026, AWS expanded its telecommunications IaaS portfolio with new carrier-grade compute instances featuring enhanced network performance, dedicated bandwidth guarantees, and telecommunications compliance certifications enabling operator deployment of critical network functions on AWS infrastructure.
In March 2026, Microsoft Azure launched an enhanced Azure for Operators platform incorporating new telecommunications-optimized IaaS services with carrier-grade SLAs, integrated network function orchestration, and expanded regulatory compliance capabilities for telecommunications operator cloud migration programs globally.
Note: Tables for North America, Europe, APAC, South America, and Rest of the World (RoW) are also represented in the same manner as above.