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市场调查报告书
商品编码
1926500
全球5G开放式虚拟化无线接取网路市场，2025-2029年5G Open and Virtual RAN Market, Global, 2025-2029 |
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颠覆性技术和不断变化的客户需求推动转型成长
第五代（5G）无线通讯技术已经到来，并在全球推广应用。 5G的实现得益于以往无线通讯技术以及多项颠覆性技术的进步，要全面整体情况整个产业，至少需要对这些技术有所了解。本研究聚焦于开放式和虚拟化的无线接取网路（RAN）。虽然这个主题对所有世代的蜂窝技术都有影响，但本文将主要关注5G。
通讯服务供应商(CSP) 网路需要大量的无线接取网路 (RAN) 和相对较少的核心网路来覆盖城市、州和地区。在开放式和虚拟化 RAN 发展之前，全球前五大供应商（爱立信、华为、诺基亚、三星和中兴）占据了超过 90% 的 RAN 市场份额。
Frost & Sullivan预计，2021年通讯服务供应商（CSP）将在行动和无线网路基础设施方面投资约600亿美元，用于建设各代公共网路。其中大部分投资将用于无线存取网（RAN），而对传输网路和核心网路的投资相对较少。从历史数据来看，网路基础设施市场一直保持着缓慢的个位数成长率。
随着向 5G 过渡，成长率有所提高，但目前正回落至历史基准值。竞争推动了创新和价格下降，这对 O-RAN 联盟的主要通讯业者成员至关重要。降低成本对通讯业者来说至关重要，而无线存取网路 (RAN) 相关费用占网路成本的最大份额。
然而，Frost & Sullivan认为，日益激烈的竞争将推动进一步的创新，这种创新已经从 O-RAN 联盟以基于 3GPP 标准的 RAN 架构变更提案的形式出现。
目录
开放式和虚拟化无线存取网
O-RAN联盟和电信基础设施计划
最终目标是什么？它是否发生过变化？
服务管理与编配层
将私人 5G 网路与开放式虚拟 RAN 集成
开放式和虚拟化无线存取网：市场呈现成长动能
策略要务8 (TM)
成长环境
- 颠覆性技术
- 竞争强度
发展机会
成长机会领域
- 增长机会1：面向公共5G网路的开放式虚拟化无线存取网
- 增长机会2：面向私有5G网路的开放式虚拟化无线存取网
- 成长机会3：面向公共与私有5G网路的SMO框架
概括
一段变革性的成长之旅
- 由Growth Pipeline Engine™提供支持
- Growth Pipeline Engine（TM）
Disruptive Technologies and Evolving Customer Needs Drive Transformational Growth
The fifth generation (5G) of wireless technology has arrived and is being rolled out globally. 5G is possible because of the contributions of previous generations of wireless communications and several disruptive technologies, each of which must be understood at least at a high level to paint a full picture of the industry. This study 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 to a relatively few core networks. Prior to the open and virtual RAN movement, 5 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 in their mobile and wireless network infrastructure, on public networks of all generations. The majority of that spend was on the RAN, with a smaller spend on the transport and core networks. Historically, the network infrastructure market has grown 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 are primary drivers 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 thinks that additional innovation resulting from a higher level of competition will return higher dividends in the long term. Innovations have already come out of the O-RAN Alliance in their proposed architectural changes to the RAN that build upon 3GPP standards.
Table of Contents
Open and Virtual RAN
The O-RAN Alliance and the Telecom Infra Project
What Is The End Goal? Has It Changed?
The Service Management and Orchestration Layer
Combining Private 5G Networks with Open and Virtual RAN
Open and Virtual RAN: The Market is Showing Signs of Life
The Strategic Imperative 8™
Growth Environment
- Disruptive Technologies
- Competitive Intensity
Growth Opportunities
Growth Opportunity Universe
- Growth Opportunity 1: Open and Virtual RAN for Public 5G Networks
- Growth Opportunity 2: Open and Virtual RAN for Private 5G Networks
- Growth Opportunity 3: SMO Framework for Public and Private 5G Networks
The Last Word
Transformational Growth Journey
- Powered by the Growth Pipeline Engine™
- Growth Pipeline Engine™
