全球 AI RAN 市場（2026 年 1 月）

本報告分析了全球 AI RAN 市場，提供了市場規模和五年收入預測、區域分析和部署模式、硬體和軟體細分以及競爭格局等資訊。

目錄

重點：西方 AI RAN 與東方 AI 即插即用

AI-RAN 聯盟

• 從 2024 年 2 月的 11 個創始成員到如今的 100 多個成員
• 然而，一級通訊服務提供者 (CSP) 的缺席令人擔憂，但也在意料之中。
• 創始成員之間的關係錯綜複雜。
• 2024 年 12 月，軟銀展示了 AITRAS 概念驗證。
• 微軟帶來了分散式 AI-RAN 平台。
• 英偉達向諾基亞投資 10 億美元。
• 愛立信和三星對此感到好笑，但並未受到影響，而是專注於面向無線接入網（RAN）的人工智慧（AI）。
• 沒有開放式無線接入網，就沒有無線接入網的人工智慧，英偉達也永遠無法領先。

全球無線接取網路市場的人工智慧

• 預計2025年，全球無線接取網人工智慧市場規模將達17億美元，全部用於無線接取網人工智慧。
• 2025年無線接取網人工智慧廠商領導榜：諾基亞引領SON，愛立信引領NR-Time RIC。
• 除中國外，亞太地區是全球最大的無線接取網人工智慧市場。
• NTT docomo的SON/SMO策略不容小覷。
• 無線存取網人工智慧生態系統持續擴展。
• 68%的rApp用於網路優化。
• 無線接取網路（RAN）上的人工智慧（AI）市場仍處於早期階段。
• AT&T 的開放式 RAN 彈性是 RAN on AI 和 AI 與 RAN 融合體的先導。
• 因此，預計到 2030 年，RAN 的 AI 仍將保持主流地位。
• 亞太地區將再次保持其主導地位，即使沒有中國。

中國的 RAN AI 即插即用方案

• 華為的智慧 RAN 領先西方 RIC 和 SMO 三年
• 中興通訊提出 AI 重塑 RAN（AIR RAN）方案

結論

In This Report:

This AI-driven RAN market report analyzes how artificial intelligence is transforming Radio Access Networks. Based on our proprietary RAN Automation research, it provides market sizing, forecasts, and competitive analysis across three categories:

• AI for RAN - AI solutions that optimize RAN operations
• AI on RAN - AI embedded in edge RAN infrastructure
• AI and RAN - Integrated AI-RAN architectures

What You Get:

• Market size and 5-year revenue forecasts
• Regional analysis and deployment patterns
• Hardware vs. software breakdown
• Competitive landscape with 15+ vendor analysis
• 40+ rApps ecosystem players mapped

Report Statistics:

• Forecast: 2026-2030
• Regions: North America, Europe Middle East Africa, Asia Pacific, Caribbean Latin America
• Companies Covered: 1Finity, arm, AT&T, DeepSig, Ericsson, Huawei, KT, LG U+, Microsoft, Nokia, NTT docomo, NVIDIA, OREX SAI, Samsung, SK Telecom, Softbank, T-Mobile US, Vodafone, and ZTE

Table of Contents

Key takeaways: AI for RAN in the West versus AI Plug & Play in the East

The AI-RAN Alliance

• From 11 founding members in February 2024 to more than 100 now
• But the absence of Tier 1 CSPs is concerning, at best, but not surprising
• The founding members have intricate relationships
• In December 2024, Softbank showed off with its AITRAS proof of concept
• Microsoft brought its distributed AI-RAN platform to the party
• Now the bomb: NVIDIA takes a $1B equity investment in Nokia
• While amused, Ericsson and Samsung remain unfazed and focused on AI for RAN
• There is no AI RAN without open RAN and NVIDIA won't lead forever

The Global AI RAN market

• We estimate the global AI RAN market at $1.7B in 2025, all AI for RAN
• AI for RAN 2025 vendor leadership board: Nokia leads SON, Ericsson NR-Time RIC
• Even without China, Asia Pacific is the world's largest AI for RAN market
• NTT docomo's SON and SMO strategy should not be underestimated
• The AI for RAN ecosystem keeps swelling...
• ...with 68% of rApps for network optimization
• The AI on RAN market remains incipient
• AT&T's open RAN elasticity is the precursor of both AI on RAN and AI and RAN
• Consequently, AI for RAN will continue to rule throughout 2030
• Again, without China Asia Pacific remains predominant

The Chinese AI for RAN Plug & Play Approach

• Huawei's IntelligentRAN is three years ahead of the West's RIC and SMO
• ZTE proposes AI Reshaped RAN (AIR RAN)

Bottom Line