2035 年电信市场：基于情境的分析

本报告探讨了2035 年电信市场的前景，包括科技、商业和地缘政治对市场的影响，5G、5G-Advanced 和6G 的前景，以及包括悲观和乐观在内的各种情境。我们根据以下内容总结了市场前景关于以下内容。

实际好处：

• 了解通讯产业的未来，以便您可以提前规划
• 确定您所在行业的重大转变，包括技术、商业和地缘政治影响
• 了解当前的市场方向，并确定营运商、供应商、超大规模提供者和整合商必须采取哪些措施才能生存和成功

关键问题的答案：

• 到 2035 年，市场可能会发生什么？
• 5G、5G-Advanced 和 6G 会成功还是市场会停滞？
• 超大规模企业会继续主导市场，还是营运商会奋力抗争？

研究亮点：

• 随着消费者服务收入下滑，电信业者必须为生存而战
• 成功的运营商到技术公司计划需要大量投资、风险和努力。
• 电信基础设施供应商在适应充满挑战的市场条件时可能会变得更加精简

目录

介绍

乐观情境：新希望

中间情境：市场不活跃

悲观情境：营运商商品化

最有可能的情况

• 电信营运商前景
• 供应商前景
• MSP/SI 展望
• 超大规模的前景
• 卫星视角

Actionable Benefits:

• Understand what is coming in the telco domain and plan ahead.
• Identify key shifts in the industry, including technical, commercial, and geopolitical implications.
• Learn from the current market direction and identify what telcos, vendors, hyperscalers, and integrators need to do to survive and thrive.

Critical Questions Answered:

• What will likely happen in the market until 2035?
• Will 5G, 5G-Advanced and 6G succeed, or will the market remain stationary?
• Will hyperscalers continue to dominate the market, or will telcos compete?

Research Highlights:

• Telcos will need to fight for survival, as their consumer service revenue stagnates.
• Telco to techco initiatives will require heavy investment, risk, and effort to succeed.
• Telecoms infrastructure vendors will likely become much leaner to adapt to the challenging market environment.

Who Should Read This?

• Telco decision makers and executives designing long-term strategies.
• Infrastructure vendors that are currently identifying short-term revenue opportunities, as well as long-term viable business models.
• Hyperscaler and systems integrator executives that aim to understand the telco vertical better and identify which areas they should address.

Table of Contents

Introduction

Optimistic Scenario: A New Hope

Neutral Scenario: Lethargic Market

Pessimistic Scenario: Telco Commoditized

Most Likely Scenario: Neutral with Some Pessimism

• Telco Outlook
• Vendor Outlook
• MSP/SI Outlook
• Hyperscaler Outlook
• Satellite Outlook