全球 5G 市场的演变：投资、频谱和后续步骤

概述

5G推出已经三年了，5G正步入青春期。 电信业面临着提供无缝、快速和可靠的 5G 连接的压力，并且已经并将继续进行大量投资来满足这些需求。

虽然已开发国家的 5G 投资週期（室外基础设施开发和频谱获取）已接近完成，但发展中国家的 5G 投资週期仍在进行中。

虽然行动电信商专注于 5G 货币化，但随着政府和地区希望发挥领导作用，早期的 6G 初步研究计画终于开始启动。

本报告调查了全球5G市场的最新趋势（投资情况、频段获取情况等），以及世界各国6G部署的主要举措以及对未来5G趋势的展望。我们正在分析有关的详细资讯。

要分析的地区/国家

北美：美国/加拿大

亚太地区：韩国、中国、日本、印度

欧洲：比利时、芬兰、法国、德国、希腊、义大利、波兰、西班牙、瑞典、土耳其、英国

中东：巴林、科威特、阿曼、卡达、阿拉伯联合大公国、沙乌地阿拉伯

目录

第 1 章执行摘要

第二章5G市场：投资与频率问题

• 5G市场：投资问题
  • 投资视角
  • 全球 5G 投资
  • 中国的5G投资
  • 日本的 5G 投资
• 5G市场：频段问题
  • 频段价格
  • 频段分配
  • 频段分配/规划/注意事项
    • 3.3~4.2GHz
    • 24～29GHz
  • 频率拍卖
    • 最近的主要频谱拍卖
    • 举办大规模频谱拍卖的前景

第三章5G市场：完成5G之路

• 最新技术信息
  • 主要行动市场的 5G 部署
• 专用网络
  • 专用 5G 网路的成长
  • 专网频段
  • 欧洲的频率共享/租赁

第 4 章 5G 市场：接下来会发生什么事？

• 接下来会发生什么事？
• 进入第二波 5G 创新浪潮
• 6G未来展望：2027-2028
• 6G 功能和要求的定义
• 6G关键技术组件
• 通往 6G 的漫长道路
• 6G合作和6G竞赛已经开始

缩写列表

Summary

Three years after its launch, 5G is approaching adolescence. The telecoms industry is under pressure to deliver seamless, fast and reliable 5G connections and has made, and continues to make, large investments to meet these demands.

The 5G investment cycle, consisting of outdoor infrastructure and spectrum acquisition, is almost complete in advanced markets and still ongoing in less advanced countries.

Even if MNOs are more focused on monetising 5G, early 6G research projects have started thanks to government and regional funding willing to take the lead in the race.

Detailed information on key 6G initiatives around the world is included.

Regions and countries covered:

• North America: USA - Canada

• Asia-Pacific: South Korea - China - Japan - India

• Europe: Belgium - Finland - France - Germany - Greece - Italy - Poland - Spain - Sweden - Turkey - United Kingdom

• Middle East: Bahrain - Kuwait - Oman - Qatar - United Arab Emirates - Saudi Arabia

Table of Contents

1. Executive summary

2. 5G markets - Investment and spectrum issues

• 2.1. 5G markets - Investment issues
  • 2.1.1. Investment perspectives
  • 2.1.2. Global 5G investment
  • 2.1.3. 5G investment in China
  • 2.1.4. 5G investment in Japan
• 2.2. 5G markets - Spectrum issues
  • 2.2.1. Spectrum prices
  • 2.2.2. Spectrum assignments
  • 2.2.3. Spectrum assignments, plans and considerations
    • 2.2.3.1. 3.3-4.2 GHz
    • 2.2.3.2. 24-29 GHz
  • 2.2.4. Spectrum auctions
    • 2.2.4.1. Selection of recent spectrum auctions
    • 2.2.4.2. Major spectrum auctions expected

3. 5G markets - The road to full 5G

• 3.1. Technology updates
  • 3.1.1. 5G deployments in major mobile markets
• 3.2. Private networks
  • 3.2.1. Private 5G networks growing
  • 3.2.2. Private networks spectrum
  • 3.2.3. Spectrum sharing/leasing in Europe

4. 5G Markets - What's next?

• 4.1. What is next?
• 4.2. Entering the 2nd wave of 5G innovation
• 4.3. What will 6G look like in 2027-2028?
• 4.4. Defining 6G capabilities and requirements
• 4.5. 6G key technology components
• 4.6. A long road to 6G
• 4.7. 6G collaboration and the 6G race are already underway

List of abbreviations

List of Tables

2. 5G markets - Investment and spectrum issues

• Domestic wireless and wireline CapEx (EUR million)
• Capital expenditure (2016-2022)
• 5G CapEx in China (EUR million)
• 5G equipment procurement contracts in China
• 5G base stations in China
• 5G base stations and 5G coverage (% of population) in Japan
• 700 MHz - Price per MHz per PoP normalised for 10 years (cEUR)
• 3.5 GHz - Price per MHz per PoP normalised for 10 years (cEUR)
• Mmwave - Price per MHz per PoP normalised for 10 years (cEUR)
• 5G spectrum assignments in Europe
• 5G spectrum assignments in Asia-Pacific
• 5G spectrum assignments in the Americas
• 5G spectrum assignments in the Middle East and Africa
• Spectrum in the C-band in selected countries
• Spectrum in mmWave in selected countries
• Selection of recent auctions by country
• Major auctions expected by country - Worldwide
• Major auctions expected by country - Europe

3. 5G Markets - The road to full 5G

• 5G deployments in major mobile markets
• Most common areas of application for private networks
• 5G spectrum for private networks in Europe