全球 5G 开放 RAN (Open RAN) 和 RAN虚拟(vRAN) 的成长机会

Global 5G Open and Virtual Radio Access Network Growth Opportunities

出版日期: 2023年10月20日 | 出版商:

Frost & Sullivan | 英文 12 Pages | 商品交期: 最快1-2个工作天内

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简介目录

随着技术的成熟，在新架构和客户需求的推动下，成长潜力不断增加。

第五代无线技术（5G）已经到来并正在全球推广。前几代无线通讯和许多颠覆性技术的贡献使得 5G 成为可能，每项技术都必须至少在高水准上得到理解，才能描绘出产业的整体情况。调查将重点放在开放RAN（Open RAN）和RAN虚拟（vRAN）。儘管这一主题影响了各代蜂窝技术，但主要焦点仍为 5G。与数量相对较少的核心网路相比，通讯服务提供者 (CSP) 网路需要许多 RAN 来覆盖一个城市、州或地区。在Open RAN和RAN虚拟（vRAN）之前，全球五家供应商（爱立信、华为、诺基亚、三星和中兴）占据了RAN市场90%以上的份额。到 2021 年，各代公共网路的 CSP 对行动无线网路基础设施的投资预计约为 600 亿美元。其中大部分投资集中在 RAN 上，传送网和核心网的投资较少。从历史上看，网路基础设施市场的成长率一直较低。随着向 5G 的过渡，成长率更高，但开始恢復到历史水准。竞争带来创新和更低的价格，这是 O-RAN 联盟 CSP 社群主要成员的关键驱动力。降低成本对 CSP 来说非常重要，因为 RAN 成本占其网路成本的最大比例。然而，人们相信，从长远来看，进一步的创新将带来更大的红利。 O-RAN 联盟已提案对基于 3GPP 标准的 RAN架构进行更改，并且创新已经在发生。

The fifth generation of wireless technology (5G) has arrived and is being rolled out globally. 5G is possible because of the contributions of previous generations of wireless communications and a number of disruptive technologies, each of which must be understood at least at a high level to paint a full picture of the industry. This report centers on open and virtual radio access network (RAN); while this subject impacts all generations of cellular technologies, the primary focus will remain on 5G. A communication service provider (CSP) network requires many RANs to cover a city, state, or region compared with relatively few core networks. Prior to the open and virtual RAN movement, five global suppliers (Ericsson, Huawei, Nokia, Samsung, and ZTE) accounted for more than 90% of the RAN market. Frost & Sullivan estimates that CSPs in 2021 invested nearly $60 billion on their mobile and wireless network infrastructure-on public networks of all generations. The majority of that spend is on the RAN, with a smaller spend on the transport and core networks. Historically, the network infrastructure market grew at a low, single-digit rate. With the transition to 5G the growth rate has been higher but is beginning to return to historical norms. Competition leads to innovation and lower prices, which is a primary driver for key members of the CSP community in the O-RAN Alliance. Lowering costs is important to CSPs because RAN expenses account for the largest percentage of their network cost. However, Frost & Sullivan believes that additional innovation resulting from a higher level of competition will return bigger dividends over the long term. Innovations have already come out of the O-RAN Alliance in their proposed architectural changes to the RAN that build upon the 3GPP standards.