中國無線基礎設施（2025 年 7 月）：中國憑藉其經濟和 5G 超級大國的地位，正在部署 5G-A（5G-Advanced），為新的國家重點發展項目 6G 奠定基礎。

China Wireless Infrastructure, July 2025 - Leveraging its Economic and 5G Superpower Status, China is Deploying 5G-A to Pave the Road to 6G, its New National Focus

出版日期: 2025年07月30日 | 出版商:

Teral Research | 英文 | 商品交期: 請詢問到貨日

價格

簡介目錄

本報告重點關注 5G 和 5G-Advanced，涵蓋中國的發展動態，包括宏觀經濟、地緣政治和技術趨勢。報告發布日期定於中國四大電信營運商（中國廣電、中國移動、中國電信和中國聯通）提交年度報告之後，以便我們收集 2024 年的詳細信息，並對 2025 年的發展進行展望，並預測未來五年的發展。報告中還包含 RAN（無線接取網路）供應商的市場佔有率和分析。

多年來，中國一直致力於在 6G 領域保持領先。
- 所有這些努力都幫助華為在 6G 專利領域確立了領先地位。
從一開始，中國政府就將 5G 視為中國數位經濟發展的關鍵驅動力。
- 在過去20年中，中國確立了世界工廠的地位，如今已將重點轉向降低其工業部門在GDP中的佔比。
- 光在2024年，行動產業就為中國GDP貢獻了超過1兆美元。
- 在2025年6月於上海舉行的GSMA MWC25上，中國展示了其在5G-Advanced（6G的前身）方面的進展。
- 2024年，中國三大業者利用私有5G網絡，在前景看好的工業領域擴大了部署。
從經濟強國到5G超級大國
- 迄今為止，中國擁有全球最大的基地台覆蓋範圍。
- 中國再次實現了367萬個5G基地台的目標，但正如預期的那樣，RAN收入年減了15%。
全球最大的行動和 5G 用戶群
2025 年是中國 "十四五" 規劃（2021-2025 年）的收官之年，預計在 6G 部署開始之前，行動用戶數將呈現下降趨勢。
- 一項名為 "啟航" 的新行動計畫已啟動，旨在將 SG 連接擴展到農村和偏遠地區。
- 然而， "啟航" 計畫不會增加資本支出，預計 2024 年資本支出將年減 10%，今年將下降 9%。
- 因此，預計今年 RAN 收入將下降 14%。
- 2025 年將是 5G-Advanced（5G-A）崛起的一年，為 6G 鋪路。
- 2025年上半年，中國正在多個城市加速部署5G-A網路。
- 中國最快可能在2028年開始推出6G。
華為和中興通訊佔據了國內87%的市場。
- 華為和中興通訊佔據了市場主導地位，而愛立信和諾基亞則被蠶食。

簡介目錄

This report focuses on 5G, including 5G-Advanced, developments in China, including macroeconomics, geopolitics, and technology. The publication date is scheduled after the 4 service providers (China Broadcasting Network, China Mobile, China Telecom, China Unicom) provide their annual reports, so that we can gather many details about 2024 and provide a 2025 outlook and a 5-year forecast. This report also includes RAN vendor market shares and analysis.

ABSTRACT

KEY TAKEAWAYS

LEVERAGING ITS ECONOMIC AND 5G SUPERPOWER STATUS, CHINA IS PAVING THE ROAD TO 6G, ITS

NEW NATIONAL FOCUS SET IN 2024

CHINA'S EMPHASIS ON TAKING AN EARLY LEAD IN 6G HAS BEEN PLAIN TO SEE FOR A NUMBER OF YEARS NOW
- All that put Huawei in the 6G patent driver's seat
FROM DAY 1, THE CHINESE GOVERNMENT SAW 5G AS A KEY ENABLER OF CHINA'S DIGITAL ECONOMY
- After being the world's factory for the past 2 decades, China has shifted gears to decrease the GDP share of the industrial sector
- In 2024 alone, the mobile industry contributed over $1T to China's GDP
- At GSMA's MWC25 Shanghai in June 2025, China presented its progress with 5G-Advanced as the next chapter before 6G
- In 2024, the 3 Chinese service providers registered growing traction in the lucrative industrial sector powered by private 5G
FROM ECONOMIC POWER TO 5G SUPERPOWER
- By far, China boasts the world's largest BTS footprint
- Once again, China beats its 5G BTS target of 3.67M but as expected, RAN revenue went 15% down YoY
AND THE WORLD'S LARGEST TOTAL MOBILE AND 5G SUBSCRIBER BASE
2025 MARKS THE END OF CHINA'S 14TH 5-YEAR PLAN (2021-2025) AND THE START OF A DECLINING TREND UNTIL 6G KICKS IN
- A new action plan named "Set Sail" has been launched to extend 5G connectivity to rural and remote regions
- Meanwhile, "Set Sail" will not boost Capex, which declined 10% YoY in 2024 and are forecasted to drop 9% this year
- As a result, RAN sales will decline 14% this year
- 2025 will see the rise of 5G-A to pave the way to 6G
- In 1H25, we noticed that China is accelerating the rollout of 5G-A networks across multiple cities
- As early as in 2028, China may kick off 6G rollouts
TOGETHER, HUAWEI AND ZTE COMMAND 87% OF THE DOMESTIC MARKET
- Huawei and ZTE have been dominating the market at the expense of Ericsson and Nokia