电信公司的资本支出(CAPEX):全球趋势与预测(2018-2030)
市场调查报告书
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1448833

电信公司的资本支出(CAPEX):全球趋势与预测(2018-2030)

Telecoms Capex: Worldwide Trends and Forecast 2018-2030

出版日期: | 出版商: Analysys Mason | 英文 16 Slides | 商品交期: 最快1-2个工作天内

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简介目录

"电信业必须适应营运商网路和其他基础设施资本支出的永久性减少。"

2020 年代初期的政治和经济动盪增强了营运商提高资本支出 (CAPEX) 效率的动力,尤其是在行动网路方面。 本报告分析了2030年投资模式的主要变化及其对电信业的影响。

本报告提供的内容及附录资料:

  • 通讯网路、IT 和其他资产的资本支出 (CAPEX):全面且详细的分析和预测(共 17 个类别)
  • 讨论将永久改变通讯基础设施和 IT 投资模式的主要趋势及其对供应商和其他利害关係人的影响
  • 资本投资水准分析:从传统业者转向其他投资者(超大规模企业、政府措施、基础建设公司、企业生态系统等)
  • 按地区(所有 8 个地区)的预测和分析:针对中国的单独说明
  • 主要接取网项目(包括FTTx和5G)的投资模式分析以及预计5G投资持续短缺的原因
  • 新资本投资週期对 "6G" 等未来演进影响的思考

分析目标区域

  • 全球
  • 中欧和东欧 (CEE)
  • 亚洲及太平洋地区已开发国家 (DVAP)
  • 新兴亚太地区 (EMAP)(不包括中国)
  • 中国
  • 拉丁美洲 (LATAM)
  • 中东和北非 (MENA)
  • 北美 (NA)
  • 撒哈拉以南非洲 (SSA)
  • 西欧 (WE)
简介目录

"The telecoms industry must adapt to a permanent reduction in operator capex in networks and other infrastructure."

The political and economic turmoil of the early 2020s has intensified telecoms operators' quest for improved capex efficiency, especially in mobile networks. This forecast analyses the main changes in investment patterns to 2030 and their impact on the telecoms industry.

This report and associated data annex provide:

  • a comprehensive and granular analysis and forecast of capex on telecoms networks, IT and other assets, broken down into 17 categories
  • discussion of the key trends that will alter patterns of investment in telecoms infrastructure and IT permanently, and the impact on vendors and other stakeholders
  • analysis of the level of capex that will shift from traditional operators to other investors such as hyperscalers, government initiatives, infracos and the enterprise ecosystem
  • regional forecasts and analysis across eight regions plus a separate break-out for China
  • analysis of the patterns of investment in major access network projects including FTTx and 5G, and reasons for the permanent shortfall in expected 5G spending
  • discussion of the impact of a new capex cycle on future evolutions such as '6G'.

Geographical coverage:

  • Worldwide
  • Central and Eastern Europe (CEE)
  • Developed Asia-Pacific (DVAP)
  • Emerging Asia-Pacific (EMAP) excluding China
  • China
  • Latin America (LATAM)
  • Middle East and North Africa (MENA)
  • North America (NA)
  • Sub-Saharan Africa (SSA)
  • Western Europe (WE)