2025-2029年全球5G网路基础设施市场

5G Network Infrastructure, Global, 2025-2029

出版日期: 2025年08月19日 | 出版商:

Frost & Sullivan | 英文 27 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

技术进步和不断扩大的基本客群正在推动成长

全球部分地区竞相推出 5G 网络，推动 5G 网路基础设施的成长率高于历史平均。然而，随着 5G 覆盖在这些国家和地区的普及，2024 年的成长速度将放缓。这并不意味着 5G 网路投资已经完成；5G 网路基础设施的各个领域仍有许多工作要做。 5G 转型也不断扩展，目前几乎全球所有地区都已部署 5G 网路。

2025年，5G网路基础设施整体上可能至少会经历温和成长。通讯服务供应商将继续投资公共网路基础设施，但投资水准将低于几年前。随着越来越多的通讯服务供应商逐步过渡到5G独立组网，许多通讯服务供应商将专注于必要的传输和核心升级。

推动整体网路基础设施成长的亮点有几个。虽然开放和虚拟 RAN 相对于整体 RAN 市场规模仍然较小，但在经历了数年的停滞之后，该市场似乎已准备好强劲增长。另一个亮点是基本客群从通讯服务提供者 (CSP) 和公共网路扩展到企业和私人网路。虽然私有网路市场规模较小，但预计其成长速度将超过整体市场。人工智慧 (AI)、网路拓扑 (NTN) 和网路 API 等新技术可能会在未来几年推动网路基础设施市场的成长。

成长机会

本报告重点关注5G网路基础设施市场，该市场每年的支出高达数百亿美元。检验AI和NTN在5G网路市场中的潜在市场，一种方法是查看全球4G和5G网路现状的各种统计资料。

根据全球行动供应商协会（GSA）最近的一份报告，5G网路基础设施市场正在快速成长：

全球已有835家通讯服务供应商（CSP）实现了4G网路的商业化，推动了5G网路基础设施市场（提供宽频固定无线存取和/或行动服务）的成长。由于5G是在4G基础上发展起来的，因此对于AI和NTN来说，这实际上是近期5G网路市场中数量最多的5G网路（市场）。
全球187个国家和地区至少有626家通讯服务供应商正在投资5G网络，占据了私有5G网路市场的很大份额。这些投资包括概念验证、试验和试点等早期阶段的投资，以及实际部署。这占据了目前4G市场的近75%。
全球131个国家/地区至少有349家CSP推出了一项或多项符合3GPP标准的商业零售5G服务，加强了其对5G网路基础设施市场的承诺，约占目前4G市场的42%。
虽然大多数运作中的5G 网路都是依赖 4G 网路的 5G NSA 网络，但目前有 160 家 CSP 正在投资 5G SA 网路（高于上一份报告中的 121 家）。
全球整体，至少有72个5G SA网路已经部署，这仅占不断扩大的私有5G网路市场的一小部分。

5G网路市场的成长机会

首先，通讯服务供应商 (CSP) 正在持续投资网络，尤其是在 5G 网路市场中的人工智慧 (AI) 和网路自组网 (NTN)。这些网路的生命週期很长。 2G 网路在已部署 5G 网路的国家/地区仍然受到支持，但在整个 5G 网路基础设施市场中仅占一小部分。如图 6 所示，目前约有 42% 营运 4G 网路的通讯服务供应商正在提供 5G 服务，凸显了私有 5G 网路市场的成长。然而，在未来十年，

2G、3G网路投资将大幅减少。
4G网路投资将进入稳定期并下降，进而影响整个5G网路基础设施市场。
5G NR网路投资将加速，成为投资的主导一代，并显着推动私有5G网路市场。

私有5G网路市场的成长机会

Frost & Sullivan 预测，到 2024 年，蜂巢式网路基础设施市场的投资将超过 600 亿美元，这将对私人 5G 网路市场产生重大影响。然而，私有蜂巢式网路目前对开放式 RAN 和虚拟 RAN 市场做出了贡献，这是一个规模虽小但正在成长的市场。这部分投资大部分来自全球通讯服务供应商 (CSP) 在公共蜂窝基础设施的投资。然而，私有蜂巢式网路目前在市场中所占份额虽小但正在成长。（私有蜂窝网路客户如今涵盖了各行各业的公司。）

5G网路基础设施市场竞争加剧

从供应商的角度来看，5G NR 网路基础设施市场与前几代无线网路基础设施有显着不同。以前，网路功能是单一的并以硬体为中心。随着向云端处理的转变，网路功能已完全基于软体，在现成的硬体上运作。鑑于这些网路功能更加细粒度且范围有限（现在在软体中解耦），私有 5G 网路市场对许多竞争对手开放。上一代 5G 网路基础设施市场的主导供应商包括少数几家大型全球公司，它们为所有网路基础设施需求提供解决方案，通常被称为网路设备供应商 (NEP)，突显了过去以硬体为中心的方法。这些供应商仍然提供 5G NR 网路基础设施的各个方面，并且仍然是开放和虚拟化 RAN 市场的市场领导者。

5G的开放使得新的竞争对手得以进入5G核心网路市场。同样，RAN的开放也活性化了私有5G网路市场的竞争与创新。私人蜂巢式网路也为新的供应商打开了大门，尤其是在支援小型企业客户方面。

The race to provide 5G in some areas of the world has driven growth rates for 5G network infrastructure to rise above historical averages. However, 2024 saw slowing growth as 5G coverage in these countries and regions became more ubiquitous. This does not mean investment in 5G networks is done; there is still much work to be done in all areas of 5G network infrastructure. There is also an expansion of the regions that are moving to 5G-essentially all areas of the world are now beginning to utilize 5G networks.

2025 will likely see at least slow growth overall in 5G network infrastructure. CSPs will continue to invest in their public network infrastructure, but likely at a lower level than a few years ago. Many will focus on the transport and core upgrades needed, as more CSPs slowly transition to 5G standalone.

There are a few bright spots that will help lift the overall growth rate of network infrastructure. Open and virtual RAN is still a small part of the overall RAN segment, but this market appears poised to grow strongly after a few years of hesitation. Another bright spot is the expansion of the customer base from CSPs and public networks to enterprises and private networks. Private networks comprise a smaller market, but will grow faster than the market as a whole. New technologies-including AI, NTN, and network APIs-may drive some growth in the network infrastructure market in the coming years.

Growth Opportunities

This report focuses on the 5G network infrastructure market that is measured in tens of billions of dollars of annual spend in the 5G network infrastructure market. The traditional customers for network infrastructure remain CSPs and public cellular networks; one way to examine the potential market for AI and NTN in 5G network market is to study various statistics about the current state of 4G and 5G networks globally.

According to a recent Global mobile Suppliers Association (GSA) report, the market for 5G network infrastructure is growing quickly:

835 CSPs have commercially launched 4G networks globally, contributing to the growth of the 5G network infrastructure market (offering broadband fixed wireless access and/or mobile services). As 5G builds upon 4G, this is essentially the maximum number of 5G networks (the market) in the near future for AI and NTN in 5G network market.
At least 626 CSPs in 187 countries/territories are investing in 5G networks, which includes a significant share of the private 5G networks market. These include early-stage investments such as proofs of concept, trials, and pilots, as well as actual deployments. This is almost 75% of the current 4G market.
At least 349 CSPs in 131 countries/territories have launched one or more 3GPP-compliant commercial retail 5G services, reinforcing their commitment to the 5G network infrastructure market. This represents almost 42% of the current 4G market.
While most of the live 5G networks are 5G NSA networks that depend on 4G networks to operate, there are now 160 CSPs investing in 5G SA networks (up from 121 in the previous report).
Globally, at least 72 5G SA networks have been deployed, exemplifying a portion of the expanding private 5G networks market.

Growth Opportunities in the 5G Network Market

First, CSPs are continually investing in their networks, especially in AI and NTN in the 5G network market. These networks have long lives; 2G networks, which are still being supported even in countries that have 5G networks, are part of the overall 5G network infrastructure market. As shown in Exhibit 6, approximately 42% of CSPs operating 4G networks are currently offering 5G services, highlighting the growth in the private 5G networks market. However, over the next decade:

Investment in 2G and 3G networks will decline considerably.
Investment in 4G networks will flatten and then begin to decline, affecting the overall 5G network infrastructure market.
Investment in 5G NR networks will accelerate and become the dominant generation investment-wise, boosting the private 5G networks market significantly.

Growth Opportunities in the Private 5G Networks Market

Frost & Sullivan estimates that in 2024, more than $60 billion was invested in the cellular network infrastructure market, significantly impacting the private 5G networks market. However, private cellular networks now make up a small but growing slice of the market, contributing to the open and virtual RAN market. The vast majority of this investment was by global CSPs for public cellular infrastructure. However, private cellular networks now make up a small but growing slice of the market. (The customers for private cellular networks now include enterprises from various industry verticals.)

Competitive Intensity in the 5G Network Infrastructure Market

When viewed from the supplier side, the 5G NR network infrastructure market looks much different than previous generations of wireless network infrastructure. Network functions used to be monolithic and hardware focused. With the move toward cloud computing, network functions are now entirely software-based and running on off-the-shelf hardware. Given that these network functions are more granular and limited in scope (and the fact that they are now decoupled in software) opens the door to many competitors in the private 5G networks market. Leading suppliers in previous generations of the 5G network infrastructure market comprised a few large, global companies offering solutions to meet the gamut of network infrastructure needs, commonly referred to as network equipment providers, highlighting the hardware focus of the past. These suppliers still offer everything for 5G NR network infrastructure and remain market leaders in the open and virtual RAN market.

The opening of the 5G has made it possible for new competitors to enter the 5G core network market. Similarly, the opening of the RAN has increased competition and innovation in the private 5G networks market. Private cellular networks have also opened the door to new suppliers, particularly to support smaller enterprise customers.