Open RAN/vRAN - 市場規模，預測(2025年9月)

Open RAN/vRAN Report - Market Size & Forecast, September 2025

出版日期: 2025年09月11日 | 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

本報告深入探討了無線接取網路的虛擬化和碎片化，分析了從基本的 RAN 功能虛擬化 (vRAN) 到遵循 TIP 倡議和 O-RAN 聯盟規範的 Open RAN 等新型開放架構的各種概念。

因此，我們自信地維持兩年停滯期已經結束的評估。
AT&T 一手推動了大部分成長，樂天移動和 TELUS 也貢獻了額外的動力。
NTT DOCOMO 仍然是全球最大的 Open RAN 棕地部署商。
2024 年 RFP/RFI 的激增在 2025 年上半年有所減弱，但試驗、測試和認證工作進展順利。

正如我們自 2021 年 6 月以來一直強調的那樣，2025 年是開啟新篇章的一年。您準備好起飛了嗎？

由於 AT&T 的部署，我們預計今年的成長將更大，但我們在 2024 年第一季更新的預測保持不變。
2025 年將成為世界的轉捩點。

Open vRAN 的復興正在進行中，但生態系統的可持續性面臨風險。

舊課題依然存在，反對者依然堅定。
同時，龐大的 Open RAN 生態系統不斷發展、整合、重組和資本重組。
以上所有情況都是華為禁令的直接結果。

Open vRAN 是中立主機、一般室內用例以及 DAS 升級/替換的理想選擇。

世界各地的中立主機公司正在將 Open RAN 和 Open vRAN 作為其工具包中的新架構。
目前基於 C-RAN 的 DAS 架構為 Open vRAN 升級提供了充足的機會。
最後，Open RAN 對於非地面和地面網路的整合至關重要。

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: 1H25 IS UP YOY AND THE FUTURE IS LOOKING UP!

THE OPEN RAN/VRAN GREW 52% YOY IN 1H25

AS A RESULT, WE CONFIDENTLY MAINTAIN OUR ASSESMENT THAT THE 2-YEAR LONG LULL IS OVER
AT&T ALONE DROVE THE BULK OF THE GROWTH, RAKUTEN MOBILE AND TELUS ADDED SOME FUEL TO IT
- On the small footprint deployment side, 1&1, Deutsche Telekom and Vodafone were the key contributors
- All this led to a major vendor leadership board shake up, Ericsson moved to #1 out of nowhere, distantly followed by NEC, Samsung and 1Finity
- Ericsson, NEC and Samsung are both top RU and CU/DU suppliers
NTT DOCOMO REMAINS THE WOLRD'S LARGEST OPEN RAN BROWNFIELD FOOTPRINT
TRIALS, TESTING AND CERTIFICATION EFFORTS ARE CHUGGING ALONG WHILE THE RFP/RFI SURGE IN 2024 HAS ABATED IN 1H25

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

THIS 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
- Long delays for Vodafone Spring 6 are not affecting our 2025 forecast
- The open vRAN penetration of the global traditional RAN sales is expected to hit 30% in 2029, up from 4.5% in 2024
- With AT&T in the driver's seat and direct U.S. government funding, North America is becoming the world's largest open vRAN market
- 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% by 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 brought 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
- At this point, the U.S. and Taiwan boast the world's largest ecosystems

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

NEUTRAL HOST COMPANIES ACROSS THE WORLD ARE LOOKING AT OPEN RAN AND OPEN VRAN AS A NEW ARCHITECTURE IN THEIR TOOL KIT
- Case in point: Boldyn Networks and VMO2 installed an open RAN neutral host network in the U.K.
- 1&1 and Rakuten Symphony did the same in Germany's largest European stadium
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 are 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
LASTLY, OPEN RAN IS VITAL FOR THE INTEGRATION OF NON-TERRESTRIAL AND TERRESTRIAL NETWORKS