5G SA核心，SDM，政策和charging報告:2025年6月

5G SA Core, SDM, Policy & Charging Report, June 2025

出版日期: 2025年06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

5G 部署始於非獨立組網 (NSA) 模式，目前正逐步轉向 SA 模式，以解鎖眾多用例。 5G SA 模式遠超行動網絡，最終將成為連接所有網路的網絡，並採用由 3GPP 設計的全新精細化服務化架構 (5G SBA)。 5G SBA 中的許多網路功能 (NF) 源自 2G/3G 和 4G 網路中現有的功能，但也引入了網路切片選擇功能 (NSSF) 等新功能。本報告基於對通訊服務提供者 (CSP) 的調查以及與眾多供應商的討論，分析了幾種 5G 核心 SBA 功能，重點關注 CSP 將實施的 NF（UDM、UDR、AUSF、NRF、NEF、NSSF、PCF、BSF、CHF 等），以實現增強移動寬頻 (eMBB)、無線接入 (eMBB）

2024 年將迎來有史以來最多的 5G SA 商用部署
- 其中，有 68 個 5G SA 網路用於 FWA 服務
- 支援 5G SA 設備的普及正在推動 5G SA 的發展
- 5G SA 的真正力量—網切片，正在成為現實
- 5G SA 網路切片在軍用領域正成為最意想不到的用例
因此，全球 5G SA 核心網路、5G 資料管理和 5G 政策2024年充電市場將成長12%
- 單一供應商模式在各領域仍占主導地位
- Telenor是全球唯一採用多供應商5G SA核心平台的通訊服務供應商，但該平台尚未實現商用
- 所有5G SA核心部署中，三分之二基於雲，其餘部署則基於本地設備
- 出於資料主權原因，通訊服務供應商更傾向於私有雲模式
- 由於擔憂大於益處，公有雲模式的前景仍不明朗
- TelefonicaO2正在將包括核心網路在內的IT和電信工作負載遷移到公有雲基礎設施
雖然中國推動了華為的銷量，但愛立信和諾基亞佔據了全球5G SA市場佔有率的大部分
- 愛立信和諾基亞的銷售落後於華為，但分別保持第二和第三的位置，合計佔佔據全球 5G 獨立組網 (SA) 最大佔有率
- 諾基亞佔據全球 5G 獨立組網 (SA) 商用規模的 33%
- 去年的多次交流以及諾基亞的雲端策略，使這家芬蘭供應商佔據了榜首位置
- 愛立信在全球 5G 獨立組網 (SA) 商用部署中排名第二
- 最後，中興通訊在總收入方面排名第四，在 5G 獨立組網 (SA) 核心網銷售市場佔有率中排名第二
與此同時，應對不斷發展的網路架構、資料管理和策略框架的複雜性仍然十分困難

所有這些意味著，到 2030 年，5G 獨立組網 (SA) 市場將保持強勁的兩位數成長

我們的預測模型考慮了全球尚未過渡到 5G 獨立組的 559 個蜂窩網絡
5G 獨立組網 (SA) 核心網將繼續佔據主要收入來源2030
亞太地區將在整個預測期內成為最大的市場
FWA 將繼續成為主要用例的驅動力
- 私人 5G 網路中的 FWA 也正在蓬勃發展
開放 API 的興起和 5G SA 設備生態系統的擴展是主要驅動力
- 在 MWC 2023 上宣布的 GSMA 開放網關計劃旨在為開發者提供通用的網路 API 訪問
5G 用例的長尾效應仍然遙不可及，但正在慢慢逼近
- 在區域 1 (R1) 運營，同時逐步遷移到 R3 和 R4
- 好消息是，一些具體的用例正在開始湧現

廣泛的供應商生態系統已準備好擁抱 5G，支援 SA 的多域特性

傳統電信網路設備供應商認為5G 業務照常運作
- 愛立信新增緊湊型分組核心網，與Google合作進軍私人 5G 和 FWA
- 華為 5.5G 雲端原生核心網演進為 AI 核心網
- NEC 和樂天行動開發 "日本製造" 5G 核心網，隨後被 DOCOMO 採用
- 諾基亞追求超越連結的未來，核心網服務萬物
- 三星於 2017 年推出 "韓國製造" 5G 核心網
- 中興通訊在 MWC25 核心平台上推出 AIR
行動核心網路專家思科和 Mavenir 緊隨其後
- 思科的 5G 核心網路策略是純軟體策略，著眼於私有 5G 無線網絡
- Mavenir 擁有 15 年以上的核心網路專業知識，並課題傳統設備供應商
SDM 專家名單雖短，但實力雄厚
- Enea 是一家擁有 56 年歷史的瑞典公司，其 DNA 中蘊含著資料儲存和作業系統的精髓。
- Oracle 正在竭盡全力幫助營運商實現 5G 盈利。
相較之下，PCRF 供應商名單很長。
- Amdocs 在 BSS 市場領先十多年。

簡介目錄

5G rollouts started with the non-standalone (NSA) mode and are now gradually migrating to SA to unleash a plethora of use cases. 5G SA goes far beyond mobile and will eventually become the network that bridges all networks together, with the new sophisticated service-based architecture (5G SBA) designed by the 3GPP. Although many of the network functions (NFs) featured in the 5G SBA come from existing ones currently active in 2G/3G and 4G networks, novel functions such as the network slice selection function (NSSF) are being introduced. Based on a communications service provider (CSP) survey and discussions with many vendors, this report analyzes several of the 5G Core SBA functions and provides global and regional market sizes and forecasts by focusing on the NFs implemented by CSPs (e.g., UDM, UDR, AUSF, NRF, NEF and NSSF, PCF, BSF, CHF) to enable use cases beyond enhanced mobile broadband (eMBB), fixed wireless access (FWA), and private 5G.

ABSTRACT

KEY TAKEAWAYS: FINALLY, THE MIGRATION TO 5G SA IS MATERIALIZING

DRIVEN BY FWA, SMARTPHONE PLANS AND VOICE OVER NR, THE MIGRATION TO 5G SA IS TAKING OFF

2024 SAW THE HIGHEST NUMBER OF 5G SA COMMERCIAL LAUNCHES SO FAR
- 68 of those 5G SA networks were launched for FWA services
- The rising availability of more 5G SA-capable devices is fueling 5G SA
- Network slicing, the true power of 5G SA, is coming to life
- 5G SA network slicing for military is emerging as the most unlikely use case
CONSEQUENTLY, THE GLOBAL 5G SA CORE, 5G DATA MANAGEMENT AND 5G POLICY & CHARGING MARKET GREW 12% IN 2024
- The single vendor approach remains predominant for each domain
- Telenor is the only CSP in the world to have adopted a multi-vendor 5G SA core platform but has yet to launch it commercially
- Two thirds of total 5G SA Core deployments are cloud-based, the rest are on prem appliances
- For data sovereignty reasons, CSPs favor the private cloud approach
- As concerns outnumber benefits, the public cloud approach outlook remains cloudy
- Telefonica O2 migrated both IT and telecom workloads, including the core network, to public cloud infrastructure
WHILE CHINA SUSTAINS HUAWEI'S SALES, ERICSSON AND NOKIA COMMAND THE LION'S SHARE OF THE GLOBAL 5G SA FOOTPRINT
- While Ericsson and Nokia trail Huawei's sales, they stay #2 and #3, respectively and combined, command 63% of the global 5G SA footrpint
- Nokia commands 33% of the global commercial 5G SA footprint
- A few swaps that occurred last year and Nokia's cloud strategy propelled the finnish vendor to the top spot
- Ericsson is #2 for 5G SA global commercial footprint
- Finally, ZTE comes in fourth for total sales and second for 5G SA Core sales market share
MEANWHILE, NAVIGATING THE COMPLEXITIES OF EVOLVING NETWORK ARCHITECTURES, DATA MANAGEMENT, AND POLICY FRAMEWORKS REMAINS CHALLENGING

ALL THIS MEANS THAT THE 5G SA MARKET IS POISED FOR A SOLID DOUBLE-DIGITS GROWTH THROUGH 2030

OUR FORECAST MODEL FACTORS IN THE 559 CELLULAR NETWORKS IN THE WORLD THAT HAVE YET TO BE MIGRATED TO 5G SA
5G SA CORE WILL CONTINUE TO MAKE THE BULK OF SALES THROUGH 2030
ASIA PACIFIC WILL BE THE LARGEST MARKET THROUGHOUT THE FORECAST PERIOD
FWA WILL REMAIN THE CHIEF USE CASE DRIVER...
- FWA in private 5G networks is also gaining momentum
...WHILE THE RISE OF OPEN APIS AND AN EXPANDING 5G SA DEVICE ECOSYSTEM ARE CHIEF ENABLERS
- Launched at MWC 2023, the GSMA Open Gateway initiative set out to deliver universal network API access for developers
WE'RE STILL FAR FROM ATTACKING THE LONG TAIL OF 5G USE CASES BUT SLOWLY GETTING THERE
- While operating in region 1 (R1), we're slowly moving to R3 and R4
- Good news, some specific use cases are emerging

A BROAD VENDOR ECOSYSTEM SUPPORTS THE MULTI-DOMAIN NATURE OF 5G SA

TRADITIONAL TELECOM NETWORK EQUIPMENT VENDORS SEE 5G AS BUSINESS AS USUAL...
- Ericsson added compact packet core to its portfolio and teamed up with Google to target private 5G and FWA
- Huawei's 5.5G cloud-native core has evolved to AI Core
- NEC and Rakuten Mobile pioneered a "made in Japan" 5G core, which then was selected by DOCOMO
- Nokia looks beyond connectivity with a core for everything
- Samsung launched a "made in Korea" 5G core back in 2017
- ZTE introduced its AIR Core platform at MWC25
...SO DO MOBILE CORE NETWORK SPECIALISTS CISCO AND MAVENIR
- Cisco's strategy for 5G core is a pure software play with an eye on private 5G wireless networks
- Mavenir brings more than 15 years of core networks expertise and is challenging the traditional equipment vendors
THE LIST OF SDM SPECIALISTS IS SHORT BUT SOLID
- Enea is a 56-year-old Swedish company that has data storage and operating systems in its DNA
- Oracle fires all cylinders to help telcos monetize 5G
BY CONTRAST, THE LIST OF PCRF VENDORS IS VERY LONG
- Amdocs has been leading the BSS market for more than a decade