開放式虛擬RAN(vRAN)的全球市場:市場規模與預測(2025年3月)

Open Virtual RAN (vRAN) Market Size & Forecast, March 2025

出版日期: 2025年03月27日 | 出版商:

Teral Research | 英文 | 商品交期: 請詢問到貨日

價格

簡介目錄

本報告深入探討了無線存取網路的虛擬化和分解，並涵蓋了從 RAN 功能的基本虛擬化（vRAN）到新的開放架構規範（如 Open RAN）等各種思想流派，遵循 TIP 計劃和 O-RAN 聯盟，旨在減少對傳統供應商提供的專有 RAN 設備的依賴。 vRAN 部分取自我們現有的 RAN 規模和預測，並按 2G/3G/4G 5G 以及每個地區的 vCU/vDU 和 RU 進行細分，同時也研究了室內 DAS 替代的潛力。該報告涵蓋了廣泛的新興供應商生態系統。最後，由於超過 95% 的 Open RAN 部署都是 vRAN，我們將這個市場稱為 Open vRAN。

今年，我們預計 AT&T 的推出將帶來另一個顯著的成長，但這並沒有改變我們在 2024 年第一季更新的預測
2025年將成為全球開關年
- 預計到 2029 年，開放式 vRAN 在全球傳統 RAN 銷售額的滲透率將達到 30%，高於 2024 年的 4.5%
- 到目前為止，亞太地區是全球最大的開放式 vRAN 市場，但美國正在大規模覺醒
- 在向 Open RAN 投入資金的國家中，美國正在努力爭取全球主導地位
- 北美預計在 2025 年達到 20% 的 RAN 銷售滲透率，並在 2030 年達到 63%
- 開放性、可擴展性和創新性仍然是三大主要驅動力
- 我們相信，幾乎所有商用 Open RAN 網路都將在軟體上運行 RAN 功能
- vRAN 和 Open RAN 是兩種不同的配置
- Boost Mobile 和 Rakuten Mobile 將 Cloud RAN 推向黃金時段
- 最後，值得注意的是，Open RAN 最初是一種非虛擬架構

儘管Open VRan復興已經開始，但生態系統的可持續性正面臨壓力

儘管一些舊課題依然存在，但反對者仍然堅持己見
同時，龐大的 Open RAN 生態系統不斷發展、整合、重組和資本重組
- 早期的綠地開放式 RAN 採用者採用了多供應商方法…
- ……現在正受到棕地採用者和復興參與者的攻擊
- 在後 5G 時代，一級通訊服務提供者 (CSP) 被愛立信和諾基亞的大量 5G 足跡所鎖定
- 在這個階段，大型一級 CSP 似乎傾向於效仿 AT&T，在 Open vRAN 部署方面嚴重依賴單一大型供應商
- 審查後，整合和重組正在推進
- 從 OREX 到 OREX SAI，Open RAN 先驅 Docomo 創建了 Rakuten Symphony 的克隆版本
- 京瓷加入 Open RAN 潮流！
以上都是華為禁令的直接後果
- 對於世界上的大多數人來說，禁止中國供應商的任務已經完成...
- ...國際合作正處於最佳狀態
- 這也推動了一系列區域和國家倡議的誕生

OPEN VRAN 是中立主機、室內用例的有力候選者，尤其適合作為 DAS 的替代品

全球中立主機公司正在將 Open RAN 和 Open VRAN 視為其工具包的新架構
目前基於 C-RAN 的 DAS 架構為 Open VRAN 升級提供了大量機會
- 2026年，室內開放? RAN/開放式DAS市場將超越室內DAS
- 目前，私人無線網路仍然是開放的 vRAN 利基市場，但 90% 的大型企業安裝的是傳統 RAN
- 然而，隨著 DAS 替代轉向較小的場所，開放式 vRAN 最終將在某個時候滲透到中小企業領域
- 室內 5G 覆蓋是 vRAN 的驅動力

簡介目錄

This report takes a deep dive into the virtualization and disaggregation of radio access networks and analyzes the various schools of thoughts ranging from basic virtualization of RAN functions (vRAN) to new open architectures such as open RAN, following the TIP initiative and the O-RAN Alliance specifications, designed to cut the dependency on proprietary RAN equipment supplied by the traditional vendors. The vRAN segment is taken from our existing RAN size and forecasts and broken down by 2G/3G/4G versus 5G, as well as by vCU/vDU and RU for each region, and also looks at the potential for indoor DAS replacement. The report covers a wide emerging ecosystem of vendors. Lastly, as more than 95% of open RAN deployments are vRAN, we call this market open vRAN.

ABSTRACT

KEY TAKEAWAYS: 2024 UP YOY AND THE FUTURE IS LOOKING UP!

THE OPEN RAN/VRAN GREW 9% YOY IN 2024

WE CONFIRM THAT THE 2-YEAR LONG LULL IS OVER
NORTH AMERICA DROVE THE BULK OF THE GROWTH...
- Unsurprisingly, AT&T was the biggest event, augmented by Rakuten Symphony, Rakuten Mobile, Telus, Vodafone, 1&1 and Deutsche Telekom
- All this led to a major vendor leadership board shake up, Ericsson moved to #1 out of nowhere, closely followed by Samsung and Rakuten Symphony
- Ericsson, NEC and Samsung are the top RU suppliers while Rakuten Symphony and Fujitsu lead CU/DU
...BUT NTT DOCOMO REMAINS THE WOLRD'S LARGEST OPEN RAN BROWNFIELD FOOTPRINT
TRIALS, TESTING AND CERTIFICATION EFFORTS KEPT SWELLING, AND RFP/RFI SURGED IN 2024
- Initially in the driver's seat, Orange, Telefonica and TIM have adopted a wait and see attitude

AS WE HAVE BEEN SAYING SINCE JUNE 2021, 2025 IS THE TRIGGER YEAR, READY FOR TAKEOFF?

THI YEAR, WE EXPECT ANOTHER SIGNIFICANT BUMP FROM THE AT&T ROLLOUT, WHICH HAS NOT CHANGED OUR FORECAST UPDATED IN 1Q24
2025 WILL BE THE GLOBAL SWITCH YEAR
- The open vRAN penetration of the global traditional RAN sales is expected to hit 30% in 2029, up from 4.5% in 2024
- So far, Asia Pacific is the world's largest open vRAN market but the U.S. is awakening in a big way
- Among the countries ploughing money into open RAN, the U.S. is pushing for gLobal dominance
- Consequently, North America is poised to hit the 20% RAN sales penetration bar in 2025 and reach 63% 2030
- Openness, scalability and innovation remain the 3 chief drivers
- We believe nearly all commercial open RAN networks will be running RAN functions on software
- vRAN and open RAN are 2 different configurations
- Boost Mobile and Rakuten Mobile bring cloud RAN to prime time
- Finally, it's worth noting that open RAN started as a NON-VIRTUAL architecture

WHILE THE OPEN VRAN RENAISSANCE BEGINS, THE SUSTAINABILITY OF THE ECOSYSTEM IS UNDER PRESSURE

AS SOME OLD CHALLENGES REMAIN, THE NAYSAYERS STICK TO THEIR GUNS
IN THE MEANTIME, A VAST OPEN RAN ECOSYSTEM KEEPS DEVELOPING, CONSOLIDATING, RESTRUCTURING, AND RECAPITALIZING
- The early greenfield open RAN adopters embraced the multi-vendor approach...
- ...which is now under attack by the brownfield adopters and actors of this renaissance
- In this post 5G peak era, Tier 1 CSPs are locked in with abundant 5G footprints from Ericsson and Nokia
- At this stage, large Tier 1 CSPs seem inclined to do what AT&T is doing and lean heavily on a single big supplier for their open vRAN deployments
- Consequently, consolidation and restructuring are chugging along
- From OREX to OREX SAI, open RAN pioneer docomo created a Rakuten Symphony clone
- Kyocera is joining the open RAN bandwagon!
ALL OF THE ABOVE IS THE DIRECT CONSEQUENCE OF THE HUAWEI BAN
- For most of the world, the mission to ban the Chinese vendors is accomplished...
- ...And international cooperation is at its best
- This also drove the creation of a flurry of regional and national initiatives

OPEN VRAN IS A STRONG CANDIDATE FOR NEUTRAL HOST, INDOOR USE CASES IN GENERAL, AND AS A DAS REPLACEMENT IN PARTICULAR

NEUTRAL HOST COMPANIES ACROSS THE WORLD ARE LOOKING AT OPEN RAN AND OPEN VRAN AS A NEW ARCHITECTURE THEIR TOOL KIT
CURRENT C-RAN-BASED DAS ARCHITECTURES OFFER PLENTY OF OPPORTUNITIES FOR OPEN VRAN UPGRADES
- In 2026, the indoor open vRAN/open DAS market will surpass indoor DAS
- Private wireless networks remain an open vRAN niche for now but 90% of large enterprise installations traditional RAN
- However, as DAS replacement shifts to smaller venues, open vRAN will eventually penetrate the SME space at some point
- Indoor 5G coverage is the vRAN driving force

02-2729-4219

+886-2-2729-4219