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無線基礎設施的全球市場(2025年第2季)
市場調查報告書
商品編碼
1797392

無線基礎設施的全球市場(2025年第2季)

Wireless Infrastructure Report - Shares, Size & Forecast - 2Q25
出版日期: | 出版商: Teral Research | 英文 | 商品交期: 請詢問到貨日

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簡介目錄

本報告分析了 2025 年第二季度全球無線基礎設施市場，並提供了 2016 年至 2024 年各地區 2G/3G/4G/5G RAN（包括開放式 vRAN）和核心網（EPC、vEPC、5GC）的歷史數據、季度市場規模和供應商市場佔有率，以及截至 2030 年的市場佔有率。

目錄

摘要

關鍵要點：2025 年第二季市場恢復穩定

無線基礎設施市場正在穩定，正如我們預期

  • 與過去三個季度一樣，北美繼續引領復甦。
  • 5G、EPC 和開放式 RAN 在所有類別中表現最為亮眼。
  • 5G 仍是長尾市場的亮點
    • 我們致力於 5G 發展。我們仍然對加速向 SA 過渡抱有很高的希望，復甦的跡象正在顯現。
    • LTE-A 和 VoLTE 的升級潛力依然驚人。
  • 在這種靜態環境下，華為的市佔率提高了 3 個百分點。
    • 2025 年第二季度，華為在 RAN 市場的佔有率有所提升，超過了愛立信。
  • 在核心網路領域，華為和中興通訊合計佔 52% 的市場佔有率，但愛立信已超越中興通訊，位居第二。
    • 5G 向 SA 的漫長而漸進的過渡已經結束，復甦將於 2024 年第三季開始，並持續到 2025 年上半年。
    • EPC 設計效果非常好，因此很難證明轉向 5G 核心網的合理性。

正如預測的那樣，2024 年是撤資週期的第三年，2025 年將迎來回升。

  • 與 4G 一樣，5G 也具有長尾效應。
  • 然而，與以往的週期不同，沒有新的 5G 產生新的投資週期。
    • 雖然 5G 仍然是一個亮點，但它不太可能足以抵消 4G 的衰落。
    • 考慮到 4G 的衰落，我們的模型得出了較低的基數預測。
  • 2025年正處於上升期。
    • 北美今年將經歷最強勁的成長。
    • 5G 即將達到頂峰。此後，其他地區將出現緩慢成長或停滯。

我們對長期無線基礎設施市場的預測顯示，市場將會略為下滑。

  • 目前的情況表明，未來十年市場將緩慢下滑。
  • 中國供應商退出某些國家，促使 4G 和 5G 設備二手市場蓬勃發展，壓倒了其他市場，加劇了這種情況。
    • 隨著德國準備淘汰華為 5G 設備，新一輪的二手設備預計將湧入二手市場，時間跨度為 2025-2026 年。
  • 在停滯兩年之後，Open RAN 將於今年開始成長。
    • 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 生態系統的分化。推動 RAN 部署
  • 亞太地區擁有全球最大的無線網路覆蓋範圍，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、中東和非洲今年將實現成長，然後在 2030 年逐漸下降。
  • CALA 正在復甦，預計未來將實現成長。
簡介目錄

This report analyzes the 2Q25 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: 2Q25 CONFIRMS THE RETURN TO MARKET STABILITY

AS WE RIGHTLY PREDICTED, THE WIRELESS INFRASTRUCTURE MARKET HAS STABILIZED

  • LIKE IN THE PAST 3 QUARTERS, NORTH AMERICA CONTINUED TO DRIVE THE RECOVERY
  • 5G, EPC AND OPEN RAN WERE THE BRIGHTEST SPOTS OF ALL CATEGORIES
  • 5G IS AND WILL REMAIN THE BRIGHT SPOT WITH A LONG TAIL
    • Although we maintain our view that a faster migration to 5G SA is greatly desired, we are seeing a pickup
    • The potential for LTE-A and VoLTE upgrades remains phenomenal
  • IN THIS STATIC ENVIRONMENT, HUAWEI INCREASED ITS SHARE BY 3 POINTS
    • For 2Q25 RAN market share, huawei gained share and stayed ahead of Ericsson
  • IN CORE NETWORKS, HUAWEI AND ZTE COMBINED COMMAND A 52% MARKET SHARE BUT ERICSSON MOVED TO #2 AT THE EXPENSE OF ZTE
    • The prolonged slow migration to 5G SA is over, a PICKUP started in 3Q24 and continued in 1H25
    • 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 2-YEAR LULL, 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