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無線基礎設施的印度市場(2025年9月)
市場調查報告書
商品編碼
1827025

無線基礎設施的印度市場(2025年9月)

India Wireless Infrastructure Report, September 2025
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

本報告分析了印度無線基礎設施市場，並提供了印度 5G 發展的信息，包括傳統 4G/5G RAN、開放式 vRAN、地緣政治趨勢、生態系統和技術。報告中還包含各服務提供者的蜂窩用戶資料、4G/5G 基地台數量和收入、eNB、gNB、vCU、vDU 和 RU 的五年預測，以及 RAN 供應商的市場佔有率。

目錄

摘要

重要事項

印度 RAN 市場正在復甦，緩慢但穩定地向國內供應商轉移

  • 4G 市場規模大於 5G
  • 印度蜂窩用戶群變化不大
  • 正如預測的那樣，印度 RAN 市場在 2024 年出現下滑
    • 2025 年上半年，4G 將激增，主要來自 BSNL。 LTE 部署的完成帶來了復甦。
    • 以及 Vi 的復興。
    • 供應商排行榜保持不變，愛立信仍然領先，但諾基亞和 Tejas 的市佔率正在擴大。
    • 愛立信和諾基亞正受益於Airtel的續約，該合約最初簽署於2022年。
    • 然而，Jio並未續約，而是考慮減少對愛立信和諾基亞的依賴，至少在室內和室外小型基地台方面。
    • 同時，Jio的綠地單一供應商LTE網路是印度首個提供5G的網路。他們擁有競爭優勢，能夠實現獨立組網(SA)。
  • 2025年前景光明，這是下一場風暴前的寧靜。
  • 至少價值20億美元的第二輪5G升級將加劇這場風暴。
    • Open RAN將成為印度的下一個重大技術突破，但現在是耐心等待的時候了。
    • 印度已經擁抱Open RAN，並擁有進軍國際市場的野心。
    • 但川普2.0正在蠶食美國市場的機會。
    • 最後，印度擁有雄心勃勃的6G目標。
  • 結論：川普2.0或許能讓印度供應商暫時留在印度，但情況很複雜。
簡介目錄

This is our third edition of this report that focuses on the 5G developments in India, including traditional 4G and 5G RAN and open vRAN, geopolitical trends, ecosystem, and technology. This report also includes cellular subscribers' data by service provider, 4G and 5G BTS units and sales, a 5-year forecast for eNBs, gNBs, vCUs, vDUs, RUs, and RAN vendor market shares and analysis.

TABLE OF CONTENTS

ABSTRACT

KEY TAKEAWAYS

INDIA'S RAN MARKET IS BOUNCING BACK AND SLOWLY BUT SURELY LEANING TOWARDS DOMESTIC VENDORS

  • 4G WAS BIGGER THAN 5G
  • INDIA'S CELLULAR SUBSCRIBER FOOTPRINT IS HARDLY BUDGING
  • AS RIGHTLY ANTICIPATED, THE INDIAN RAN MARKET SUNK IN 2024
    • 1H25 saw a pickup, mainly driven by the completion of BSNL's 4G LTE rollout...
    • ...and Vi's renaissance
    • The vendor leaderboard remains unchanged; Ericsson remains buckled up in the driver's seat but both Nokia and Tejas gain share
    • Ericsson and Nokia are benefiting from Airtel's contracts renewal, which were initially awarded in 2022
    • But Jio will not renew and is instead looking at cutting its dependency on Ericsson and Nokia, at least for indoor and outdoor small cells
    • Meanwhile, Jio's greenfield single LTE vendor network has a competitive advantage to be the nation's first 5G SA
  • 2025 IS LOOKING UP, THE CALM BEFORE THE NEXT STORM...
  • ...TRIGGERED BY AT LEAST $2B SECOND ROUND 5G UPGRADE
    • Open RAN is the next big thing in India but be patient!
    • India embraces open RAN and boasts international ambitions...
    • ...but the U.S. market opportunity is evaporating, thanks to Trump 2.0!
    • And lastly, India has big 6G objectives
  • BOTTOM LINE: TRUMP 2.0 MAY KEEP INDIAN VENDORS AT HOME FOR A WHILE AND THAT IS COMPLICATED