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市場調查報告書
商品編碼
1840376
2025年全球電信雲端市場報告Telecom Cloud Global Market Report 2025 |
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近年來,電信雲端市場發展迅速,預計從2024年的447億美元成長到2025年的513.7億美元,複合年成長率達14.9%。這段時期的成長可歸因於混合雲端和多重雲端的採用、雲端原生架構的出現、NFV(網路功能虛擬化)的早期應用、監管合規性的提升以及人工智慧和機器學習的日益融合。
預計未來幾年電信雲市場將呈指數級成長,到2029年市場規模將達到1,090.3億美元,複合年成長率(CAGR)為20.7%。預測期內的成長可歸因於以客戶為中心的解決方案、不斷增強的安全措施、日益普及的雲端原生架構、邊緣運算需求的成長以及網路流程自動化程度的提高。預測期間的關鍵趨勢包括:注重客戶體驗、5G網路的部署、邊緣運算的整合、開放式區域網路(無線接取網路)以及用於客製化服務的網路切片。
電信雲是指軟體定義的、具有彈性的雲端架構,它使電信業者能夠快速推出服務、快速回應需求變化並集中高效地管理資源。
電信雲主要分為公有雲、私有雲端和混合雲三種類型。混合雲是一種綜合性的運算、儲存和服務系統,它將本地基礎設施與私有雲和公有雲端服務整合在一起。此類雲端服務包括基礎設施即服務 (IaaS)、平台即私有雲端(PaaS) 和軟體即服務 (SaaS)。從中小企業到大型企業,電信雲端正被廣泛應用於各種場景,包括資料儲存、運算、效能最佳化和企業應用。使用電信雲端服務的終端用戶產業涵蓋銀行、金融服務和保險 (BFSI)、零售、製造、運輸和配送、醫療保健、政府、媒體和娛樂等眾多產業。
美國在2025年春季突然提高關稅及其引發的貿易摩擦,對資訊科技產業,特別是硬體製造、資料基礎設施和軟體部署領域,產生了重大影響。進口半導體、電路基板和網路設備的關稅上漲,推高了高科技公司、雲端服務供應商和資料中心的生產和營運成本。在全球範圍內採購筆記型電腦、伺服器和消費電子產品零件的公司,面臨更長的前置作業時間和價格壓力。同時,對專用軟體徵收的關稅以及主要國際市場的報復性措施,擾亂了全球IT供應鏈,並降低了海外對美國製造技術的需求。為了應對這些挑戰,該產業正在加大對國內晶片生產的投資,擴大供應商網路,並利用人工智慧驅動的自動化技術來增強韌性,更有效地控制成本。
電信雲端市場研究報告是商業研究公司最新發布的系列報告之一,提供電信雲端市場統計數據,例如全球市場規模、區域佔有率、競爭對手及其市場佔有率、詳細的電信雲端市場細分、市場趨勢以及電信雲端產業的商機。本電信雲端市場研究報告對該行業的現狀和未來發展趨勢進行了深入分析,為您提供所需的一切全面資訊。
未來五年20.7%的成長率預測較我們先前對該市場的預測略微下調了0.4%。這一下調主要歸因於美國與其他國家之間的關稅影響。關稅可能透過限制對離岸資料中心和混合雲端工具的訪問,以及阻礙雲端原生電信轉型舉措,間接影響通訊業者雲端服務供應商。此外,由於互惠關稅以及貿易緊張局勢和限制加劇對全球經濟和貿易的負面影響,關稅的影響範圍將更加廣泛。
在家工作(WFH) 需求的激增是電信雲端市場的主要驅動力。由於新冠疫情的影響,在家工作模式已廣泛普及,迫使企業長期關閉辦公室。電信雲端使員工能夠擺脫傳統辦公環境的束縛,實現遠距辦公。根據《富比士》2023年6月報道,12.7%的全職員工遠距辦公,28.2%的員工採用混合辦公模式。預計這一趨勢將持續,到2025年,預計將有3,260萬美國人遠距辦公,將推動對電信雲端解決方案和服務的需求。
5G網路的快速部署預計將推動電信雲端市場的成長。作為第五代無線技術,5G能夠實現更快的資料通訊和更低的延遲,使其適用於資料密集型應用。隨著5G普及率的提高,數據流量將爆炸性成長,迫使通訊業者提升網路容量和效能。根據愛立信公司(Telefonaktiebolaget LM Ericsson)2023年5月發布的報告,全球5G網路部署正在穩步推進,預計到2028年,網路數量將成長約85%,達到約240個。此外,根據5G Americas 2023年4月發布的報告,預計2022年5G無線連線數將達到10.5億,成長76%,到2023年底將達到19億,到2027年將達到59億。
技術創新和進步是推動電信雲端市場發展的關鍵趨勢。該領域的眾多公司正在開發功能更強大的先進解決方案。其中一項顯著的進步是人工智慧驅動的自動化。主要通訊服務提供者 (CSP) 目前正在使用或計劃採用人工智慧 (AI) 來實現自動化自我診斷和問題識別。例如,美國資料雲公司 Snowflake 於 2023 年 2 月發布了電信資料雲端。該服務將 Snowflake 的數據平台與 Snowflake 及其合作夥伴提供的解決方案以及特定產業資料集整合在一起。這使通訊服務提供者能夠打破其組織內部和整個生態系統中的資料孤島,並促進對資料的安全、近即時存取。使用者可以使用機器學習 (ML) 模型豐富這些數據,並共用和分析這些數據以進行明智的決策。透過電信數據雲,Snowflake 及其合作夥伴生態系統旨在幫助通訊服務供應商加速數位轉型,改善客戶體驗,最佳化營運效率,並抓住新的資訊服務機會。
電信雲端市場包括為工程基礎設施、基礎設施管理服務、智慧工程自動化、智慧流程自動化和知識流程外包提供永續勞動力雲端服務的營業單位所獲得的收入。市場價值包括服務供應商銷售的或包含在其服務產品中的相關商品的價值。僅包括在營業單位之間交易或銷售給最終消費者的商品和服務。
The telecom cloud denotes a software-defined, highly resilient cloud architecture that empowers telecommunications companies to swiftly launch services, respond promptly to changes in demand, and efficiently manage resources centrally.
The primary types of telecom cloud encompass the public cloud, private cloud, and hybrid cloud. The hybrid cloud is a comprehensive computing, storage, and services system that integrates on-premises infrastructure with private and public cloud services. The cloud services offered within these categories include Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and Software as a Service (SaaS). Small and medium enterprises (SMEs) as well as large enterprises adopt telecom cloud for various applications, including data storage, computing, achieving, enterprise applications, and more. The end-user sectors utilizing telecom cloud services span BFSI, retail, manufacturing, transportation and distribution, healthcare, government, media and entertainment, and other industries.
Note that the outlook for this market is being affected by rapid changes in trade relations and tariffs globally. The report will be updated prior to delivery to reflect the latest status, including revised forecasts and quantified impact analysis. The report's Recommendations and Conclusions sections will be updated to give strategies for entities dealing with the fast-moving international environment.
The sharp rise in U.S. tariffs and the ensuing trade tensions in spring 2025 are having a significant impact on the information technology sector, especially in hardware manufacturing, data infrastructure, and software deployment. Increased duties on imported semiconductors, circuit boards, and networking equipment have driven up production and operating costs for tech companies, cloud service providers, and data centers. Firms that depend on globally sourced components for laptops, servers, and consumer electronics are grappling with extended lead times and mounting pricing pressures. At the same time, tariffs on specialized software and retaliatory actions by key international markets have disrupted global IT supply chains and dampened foreign demand for U.S.-made technologies. In response, the sector is ramping up investments in domestic chip production, broadening its supplier network, and leveraging AI-powered automation to improve resilience and manage costs more effectively.
The telecom cloud market research report is one of a series of new reports from The Business Research Company that provides telecom cloud market statistics, including Telecom cloud industry global market size, regional shares, competitors with a telecom cloud market share, detailed telecom cloud market segments, market trends and opportunities, and any further data you may need to thrive in the telecom cloud industry. This telecom cloud market research report delivers a complete perspective of everything you need, with an in-depth analysis of the current and future scenarios of the industry.
The telecom cloud market size has grown rapidly in recent years. It will grow from $44.7 billion in 2024 to $51.37 billion in 2025 at a compound annual growth rate (CAGR) of 14.9%. The growth in the historic period can be attributed to hybrid and multi-cloud deployments, emergence of cloud-native architectures, early adoption of NFV (network function virtualization), adaptation to regulatory compliance, advancements in ai and machine learning integration.
The telecom cloud market size is expected to see exponential growth in the next few years. It will grow to $109.03 billion in 2029 at a compound annual growth rate (CAGR) of 20.7%. The growth in the forecast period can be attributed to customer-centric solutions, enhanced security measures, expansion of cloud-native architectures, rising demand for edge computing, increased automation of network processes. Major trends in the forecast period include focus on customer experience, 5g network deployment, edge computing integration, open ran (radio access network), network slicing for customized services.
The forecast of 20.7% growth over the next five years reflects a modest reduction of 0.4% from the previous estimate for this market. This reduction is primarily due to the impact of tariffs between the US and other countries. Tariffs might indirectly affect telecom cloud providers by restricting access to offshore data centers and hybrid cloud tools, complicating cloud-native telco transformation initiatives. The effect will also be felt more widely due to reciprocal tariffs and the negative effect on the global economy and trade due to increased trade tensions and restrictions.
The surge in demand for telecommuting (WFH) methods stands as a significant driver for the telecom cloud market. The adoption of work-from-home practices became widespread due to the COVID-19 pandemic, forcing organizations to close offices for an extended period. The telecom cloud enables the deployment of workers beyond the conventional office setting. As reported by Forbes in June 2023, 12. 7% of full-time employees are working remotely, and 28. 2% follow a hybrid model. The trend is expected to continue, with an estimated 32. 6 million Americans working remotely by 2025, leading to increased demand for telecom cloud solutions and services.
The rapid rollout of 5G networks is anticipated to fuel the growth of the telecom cloud market. 5G, the fifth generation of wireless technology, offers higher data speeds and lower latency, making it suitable for data-intensive applications. The increasing adoption of 5G will result in a surge in data traffic, necessitating telecom operators to enhance network capacity and capabilities. According to Telefonaktiebolaget LM Ericsson in May 2023, the global deployment of 5G networks is underway, with around 240 networks, and it is projected to increase by approximately 85% by 2028. Additionally, 5G wireless connections rose by 76% to 1. 05 billion in 2022, expected to reach 1. 9 billion by the end of 2023 and 5. 9 billion by 2027, as per 5G Americas in April 2023.
Technological innovations and advancements are a significant trend gaining traction in the telecom cloud market. Numerous companies within this sector are developing advanced solutions with enhanced features. One notable advancement is the use of artificial intelligence-powered automation. Leading communication service providers (CSPs) are either currently using or planning to adopt artificial intelligence (AI) to automate self-diagnostics and problem identification. For example, in February 2023, Snowflake, a US-based Data Cloud company, introduced the Telecom Data Cloud. This offering integrates Snowflake's data platform with both Snowflake- and partner-delivered solutions, along with industry-specific datasets. It helps telecommunications service providers eliminate data silos within their organizations and across the wider ecosystem, facilitating secure, near real-time access to data. Users can augment this data with machine learning (ML) models and share and analyze it for informed decision-making. Through the Telecom Data Cloud, Snowflake and its partner ecosystem aim to support telecommunications service providers in accelerating digital transformation, improving customer experiences, optimizing operational efficiency, and seizing new data service opportunities.
Major companies in the telecom cloud market are expanding their operations through strategic partnerships. This approach involves leveraging each other's strengths and resources for mutual benefits. In July 2022, Deutsche Telekom and Google Cloud formed a partnership to create a roadmap for the telecommunications industry. This collaboration aims to bring cloud capabilities to the edge of Deutsche Telekom's network, closer to mobile and connected devices.
In February 2022, IBM, a US-based technology and consulting firm, acquired Sentaca for an undisclosed sum. This acquisition aimed to bolster IBM's hybrid cloud consulting division by incorporating Sentaca's expertise in telecommunications consulting services and solutions. Sentaca is a US-based software consulting and professional services company that specializes in automation and cloud-native solutions for telecommunications and future networks.
Major companies operating in the telecom cloud market include AT&T Inc., BT Group PLC, Verizon Communications Inc., Vodafone Group PLC, China Telecommunications Corporation, Amazon Web Services Inc. (AWS), Microsoft Corporation, International Business Machines Corporation (IBM), VMware Inc., Telefonaktiebolaget LM Ericsson, Nokia Corporation, Cisco Systems Inc., Red Hat Inc., Mavenir Systems Inc., Huawei Technologies Co. Ltd., Google LLC, Oracle Corporation, Deutsche Telekom AG, China Mobile Communications Corporation, China Unicom (Hong Kong) Limited, Orange S. A., NTT Communications Corporation, SoftBank Group Corp., Singapore Telecommunications Limited (Singtel), Telstra Corporation Limited, CenturyLink Inc., Colt Technology Services Group Limited, Tata Communications Limited, Zayo Group Holdings Inc., Windstream Holdings Inc.
North America was the largest region in the telecom market in 2024. Asia-Pacific is expected to be the fastest-growing region in the forecast period. The regions covered in the telecom cloud market report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East, Africa
The countries covered in the telecom cloud market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Russia, South Korea, UK, USA, Italy, Canada, Spain.
The telecom cloud market includes revenues earned by entities providing engineering infrastructure sustainability talent cloud, infrastructure management services, intelligent engineering automation, intelligent process automation, knowledge process outsourcing. The market value includes the value of related goods sold by the service provider or included within the service offering. Only goods and services traded between entities or sold to end consumers are included.
The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD, unless otherwise specified).
The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.
Telecom Cloud Global Market Report 2025 from The Business Research Company provides strategists, marketers and senior management with the critical information they need to assess the market.
This report focuses on telecom cloud market which is experiencing strong growth. The report gives a guide to the trends which will be shaping the market over the next ten years and beyond.
Where is the largest and fastest growing market for telecom cloud ? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward, including technological disruption, regulatory shifts, and changing consumer preferences? The telecom cloud market global report from the Business Research Company answers all these questions and many more.
The report covers market characteristics, size and growth, segmentation, regional and country breakdowns, competitive landscape, market shares, trends and strategies for this market. It traces the market's historic and forecast market growth by geography.
The forecasts are made after considering the major factors currently impacting the market. These include the technological advancements such as AI and automation, Russia-Ukraine war, trade tariffs (government-imposed import/export duties), elevated inflation and interest rates.