查看購物車
  • Simplified Chinese
  • Japanese
  • Korean
無線基礎設施的全球市場(2025年第一季)
市場調查報告書
商品編碼
1733998

無線基礎設施的全球市場(2025年第一季)

Wireless Infrastructure Report, 1Q25
出版日期: | 出版商: Teral Research | 英文 | 商品交期: 請詢問到貨日

價格
簡介目錄

本報告對 2025 年第一季全球無線基礎設施市場進行了分析，提供了 2016 年至 2024 年的歷史數據、各地區 2G/3G/4G/5G RAN（包括 Open vRAN）和核心網（EPC、vEPC、5GC）的季度市場規模和供應商市場佔有率，以及 2030 年的詳細市場預測。

目錄

摘要

關鍵要點：如預期，2025 年第一季年成長，市場恢復正常

無線基礎設施市場正在復甦，正如我們預期

  • 與過去兩季一樣，北美繼續引領復甦
  • Open RAN 和 5G 是表現最亮眼的市場所有類別
  • 5G 仍是未來發展的亮點
    • 5G 加快向 SA 過渡勢在必行
    • LTE-A 和 VoLTE 升級的未來前景依然令人矚目
  • 2025 年第一季度，華為和愛立信保持穩定，諾基亞市佔率下降，中興通訊和三星市佔率上升，日本廠商捲土重來
    • 2025 年第一季度，華為市佔率上升，在 RAN 市佔率上超越愛立信
  • 在核心網方面，華為和中興通訊合計佔據 60% 的市場佔有率，愛立信跌至第三位，中興通訊躍居 5G 核心網第一
    • 5G 向 SA 的漫長緩慢過渡已經結束，復甦將於 2024 年第三季度開始，並持續到 2025 年第一季度
    • EPC 設計運作良好，很難證明向 5G 過渡的合理性核心

正如預測的那樣，2024 年是撤資週期的第三年，2025 年將開始回升

  • 與 4G 一樣，5G 也具有長尾效應
  • 但與以往的週期不同，沒有新的 5G 出現來推動新的投資週期
    • 雖然 5G 仍然是一個亮點，但似乎不足以抵消 4G 的衰落
    • 考慮到 4G 的衰落，我們的模型得出的基數預測較低
  • 2025 年正處於上升期
    • 北美今年將經歷最強勁的成長
    • 5G 達到高峰後，其他地區將出現溫和成長或停滯

我們對長期無線基礎設施市場的預測顯示略有下降趨勢

  • 目前的情況呈逐步下降趨勢直到本世紀末
  • 中國供應商退出某些國家，進一步加劇了這一局面，導致 4G/5G 設備二手市場蓬勃發展，壓倒了其他市場。
    • 隨著德國準備淘汰華為 5G 設備，預計 2025-2026 年新一輪的二手設備將湧入二手市場。
  • 在一段時間的停滯之後，Open RAN 將於今年全面啟動。
    • 地緣政治因素正在推動由愛立信、諾基亞和三星主導的 Open RAN 生態系統與傳統 5G RAN 部署之間的分裂。
  • 擁有全球最大無線網路基礎的亞太地區未來將繼續成為最大的市場。
  • 北美仍將是全球第二大市場。
  • 預計歐洲、中東和非洲今年將出現成長，然後逐漸下降。 2030
  • 加勒比海地區和拉丁美洲正在復甦，預計未來將實現成長
簡介目錄

This report analyzes the 1Q25 wireless infrastructure market worldwide and covers 2G, 3G, 4G and 5G radio access network (RAN) and core network nodes. It presents historical data from 2016 to 2024, quarterly market size and vendor market shares, and a detailed market forecast through 2030 for 2G/3G/4G/5G RAN, including Open vRAN, and core networks (EPC, vEPC, and 5GC), for each region (North America, Europe Middle East Africa, Asia Pacific, Caribbean Latin America). The historical data accounts for the sales of more than 30 wireless infrastructure vendors, including a few vendors that shared confidential sales data with TERAL RESEARCH. The market forecast is based on a model correlating wireless infrastructure vendor sales with 20 years of service provider network rollout pattern analysis, and upgrade and expansion plans.

TABLE OF CONTENTS

ABSTRACT

KEY TAKEAWAYS: AS ANTICIPATED, 1Q25 IS UP YOY AND PUTS THE MARKET BACK TO NORMAL

AS WE RIGHTLY PREDICTED, THE WIRELESS INFRASTRUCTURE MARKET IS COMING BACK

  • LIKE IN THE PAST 2 QUARTERS, NORTH AMERICA CONTINUED TO DRIVE THE RECOVERY
  • OPEN RAN AND 5G WERE THE BRIGHTEST SPOTS OF ALL CATEGORIES
  • 5G IS AND WILL REMAIN THE BRIGHT SPOT
    • A faster migration to 5G SA is greatly desired
    • The potential for LTE-A and VoLTE upgrades remains phenomenal
  • IN 1Q25, HUAWEI AND ERICSSON STAYED PUT, NOKIA LOST SHARE, ZTE AND SAMSUNG ROSE AND THE JAPANESE VENDORS CAME BACK
    • For 1Q25 RAN market share, huawei gained share and moved ahead of Ericsson
  • IN CORE NETWORKS, HUAWEI AND ZTE COMBINED COMMAND A 60% MARKET SHARE, ERICSSON FELL TO #3, ZTE MOVED TO #1 FOR 5G CORE
    • The prolonged slow migration to 5G SA is over, a PICKUP started in 3Q24 and continued in 1Q25
    • We did such a good work in designing the EPC that the move to 5G core is hard to justify!

AS RIGHTLY PREDICTED, 2024 WAS THE THIRD YEAR OF THE DISINVESTMENT CYCLE, 2025 WILL BE UP

  • LIKE 4G, 5G WILL HAVE A LONG TAIL...
  • ...BUT UNLIKE PREVIOUS CYCLES, THERE IS NO NEW G TO CREATE A NEW INVESTMENT CYCLE
    • Although 5G remains the bright spot, it won't be big enough to offset the 4G decline
    • Factoring in the 4G decline, our model produced a lower base forecast
  • 2025 IS LOOKING UP!
    • North America will experience the strongest growth this year
    • Post-5G peak, all other regions will see moderate growth or flatness

OUR LONG-TERM WIRELESS INFRASTRUCTURE MARKET FORECAST POINTS TO A SLIGHT DECLINING TREND

  • Current conditions point to a slowly declining pattern through the end of the decade
  • FURTHER EXACERBATED BY THE VIBRANT SECONDHAND MARKET FOR 4G AND 5G EQUIPMENT COMING FROM THE REMOVAL OF THE CHINESE VENDORS IN SPECIFIC COUNTRIES THAT SWAMPS OTHER MARKETS
    • With Germany gearing up to remove Huawei's 5G equipment, we expect another cycle of used kits to flood the secondhand market in 2025-2026
  • AFTER THE PAUSE, OPEN RAN WILL START TO RAMP UP THIS YEAR
    • Geopolitics fueled both the open RAN ecosystem and traditional 5G RAN rollouts led by Ericsson, Nokia, and Samsung
  • HOME TO THE WORLD'S LARGEST WIRELESS NETWORK FOOTPRINTS, ASIA PACIFIC WILL REMAIN THE LARGEST MARKET
  • NORTH AMERICA WILL REMAIN THE WORLD'S SECOND LARGEST MARKET
  • AFTER GROWTH THIS YEAR, EMEA WILL SLOWLY DECLINE THROUGH 2030
  • CALA IS BOUNCING BACK WITH POTENTIAL GROWTH AHEAD