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市场调查报告书
商品编码
1438104

5G基础设施：市场占有率分析、产业趋势与统计、成长预测（2024-2029）

5G Infrastructure - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 168 Pages | 商品交期: 2-3个工作天内

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简介目录

5G基础设施市场规模预计到2024年为98.7亿美元，预计2029年将达到690.1亿美元，预测期内（2024-2029年）复合年增长率为47.51%

5G基础设施-市场

主要亮点

  • 政府推动 5G 部署和物联网、智慧城市等新技术进步的倡议推动了市场，这鼓励市场参与者开发新服务/解决方案以占领市场占有率。Masu。
  • 5G技术将显着降低延迟率，即接收和传输讯息之间的延迟。端到端延迟的减少改善了用户体验，并为创新用例创造了新的机会。超可靠低延迟通讯 (URLLC) 也是一种趋势，它是 5G 网路架构的细分，可实现资料传输的高效调度，并支援工厂自动化、工业互联网和智慧电网等各种应用。支援先进服务。自动驾驶汽车、机器人手术等因此，上述应用对较低延迟率的需求正在显着推动全球5G基础设施市场的成长。
  • 根据 GSMA Intelligence 2023 年行动经济报告，5G 将支援未来的行动创新和服务，并以持续采用和普及为基础。预计今年 5G 的采用率将达到 17%，到 2030 年将达到 54%（相当于 53 亿个连线）。到 2030 年，这项技术将为全球经济增加约 1 兆美元，惠及所有产业。 5G 采用率的大幅成长将推动所研究的市场的发展。
  • 此外，在智慧城市中，5G技术有潜力显着增强公共。使用快速回应的 5G 网络，智慧城市系统可以从视讯保全摄影机、智慧交通灯和其他物联网设备等多个来源收集和分析大量资料。例如，拉斯维加斯正在测试三个先导计画，政府已拨款 5 亿美元寻找 2025 年连接整个城市的方法。政府进行的智慧城市计划数量不断增加，将影响对5G基础设施的需求。
  • 部署 5G 网路需要大量基础设施投资，包括安装新基地台、小型基地台和光纤电缆。与上一代蜂巢式网路相比，5G 基础设施部署需要更密集的网路架构，因为它依赖较小的小区尺寸和更大的网路容量。密度的增加增加了基础设施需求和整体资本支出，导致网路营运商和服务供应商的初始成本更高。预计这将对市场成长构成挑战。
  • 疫情期间，电讯在多个国家扩展了 5G 连线服务。例如，2021年3月，总部位于菲律宾的Globe Telecom宣布将加速向中东和亚洲其他国家推出5G漫游。 Globe 计划向新加坡 Singtel、香港 CSL 和科威特 Oordu 的来访客户开放 5G 连线。后疫情时代，市场可望进一步成长。

5G基础设施市场趋势

5G无线接取网路预计将占据主要市场占有率

  • RAN 提供跨无线装置的无线接取网路资源。核心网路中的硅晶片和用户设备支援 RAN 的功能。无线接取网路(RAN)包括基地台、天线、大型基地台和小型基地台。 5G可以透过两种方式部署：透过5G核心网路或将5G RAN连接到4G网路。
  • 向 5G 的过渡是一个关键因素，因为它可以实现更高的频宽和更低的延迟。云端 RAN 和开放介面实现的 RAN 分离使通讯业者能够从更广泛的生态系统中受益。
  • 爱立信预计，2022年至2023年，全球5G用户数量预计将增加，从超过5.5亿增加到超过16.7亿。此外，根据GSMA的数据，到2025年，海湾合作委员会国家的5G使用率将略高于全球平均（15%），这主要是由行动通讯业者在政府和行动技术合作伙伴的支持下推动推动的。（预计客户5G采用率为 16%）。此外，中东和北非地区5G用户数预计将达到1.2962亿。 5G用户数量的大幅成长将推动市场。
  • 因此，主要大型通讯业者请求有关 RAN 分离和开放解决方案的资讯（RFI）。这是因为可以灵活地为 RAN 的不同部分选择最佳解决方案。例如，虚拟基频单元 (BBU) 的边缘伺服器也可用于在边缘云端和 RAN 内运行应用程序，以减少延迟。 5G NR 和虚拟RAN架构的融合预计将为低延迟和物联网服务带来新的机会。
  • 分析了亚太地区已开发经济体和新兴经济体不断扩大的伙伴关係，以提高市场成长率。例如，2022 年 12 月，三星电子宣布将提供多种 5G 无线电，以支援 NTT DOCOMO 开放无线电接取网路Open RAN 扩充计画。除了 Docomo 目前的 3.4 GHz 无线电支援之外，三星还在 3.7 GHz、4.5 GHz 和 28 GHz 频率范围内添加新的无线电。该无线电支援 NTT Docomo 的开放无线电接取网路(O-RAN) 扩展，并涵盖通讯业者持有的所有时分频宽(TDD)频谱。随着三星扩大在日本的通讯，NTT Docomo 将能够持有其频谱建立多样化的 5G 网络，并为日本各地的消费者和企业提供增强的服务。这些新型无线电与来自不同供应商的基频的互通性测试也在 NTT DOCOMO 的商业网路环境中进行。

亚太地区预计将主导市场

  • 亚太地区5G基础设施投资不断成长。中国是5G技术最大的投资者之一，甚至超过了美国。因此，它也是5G基础设施厂商的重要市场之一。中国政府、通讯业者和供应商正在加强尽快部署5G，导致对所研究市场的投资增加。该国也是华为等一些最大的通讯5G 基础设施供应商的所在地。但受中美贸易战影响，近两年部分电子设备领域出口大幅下滑。
  • 根据GSMA预测，到2025年，40-50%的中国行动用户将使用5G。该国在网路融合、网路虚拟和网路切片方面正在变得更加先进。各国政府也开始将独立网络作为初始 5G 部署的一部分，理由是从头开始建立 5G 网络，而不是将 4G 网路演进为 5G。这使得该地区所研究的市场得以成长。
  • 建立5G是日本政府的首要任务。内务部(MIC) 是 5G 的主导机构。四家公司已向内务部提交了5G网路发展计画。这四个规划都是根据具体情况核准的，例如注重都市区地区的需求。保持足够充足的光纤以提供5G服务。我们将采取适当的网路安全措施，包括应对供应链风险的措施。
  • 根据韩国科学资讯通讯部统计，截至2023年3月，韩国5G用户约2,960万人。如此庞大的5G用户数量将推动所研究市场的需求，并使市场相关人员能够开发新的解决方案来满足广泛的客户需求并占领市场占有率。
  • 亚太地区的其他国家包括越南、泰国和印尼。市场的发展、智慧城市的不断涌现以及新技术的发展也预计将推动亚太地区其他地区对所研究市场的需求。

5G基础建设产业概况

研究市场中竞争公司之间的敌意强度很高，预计在预测期内将保持不变。研究的市场由多个全球参与者组成，它们在竞争相当激烈的市场空间中争夺注意力。主要供应商包括 Cisco Systems Inc.、Hewlett Packard Enterprise Development LP、MavenirSystems Inc.、NEC Corporation、Nokia Corporation、Oracle Corporation、Qualcomm Technologies Inc. 等。更多的公司是不同最终用户和地区备受青睐的 5G 基础设施提供者。由于多家公司将这个市场视为全球扩张的有利机会，预计公司集中度将在预测期内出现更高的成长。

  • 2023 年 2 月 - 诺基亚将与IT基础设施公司 Kyndryl 的私人 5G 合作伙伴关係再延长三年。两家公司在联合声明中宣布了延期，称他们将专注于为全球客户开发和提供 LTE、5G 专用无线服务和工业 4.0 解决方案。
  • 2023年2月－NEC公司与ADVA联合为印尼最大的固网营运商Telkom India部署时间同步解决方案，支援该营运商的传送网路在全国提供时间敏感的5G服务。我们将协助您做好准备。将新服务收益（例如提供超低延迟应用程式）对于行动电话营运商在 5G 时代获得动力至关重要。为了满足使用 Telkom India 服务的行动电话营运商和合作伙伴的预期需求，该公司正在提高其传输网路的计时精度。

其他福利

  • Excel 格式的市场预测 (ME) 表
  • 3 个月分析师支持

目录

第一章简介

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章市场洞察

  • 市场概况
  • 产业价值链分析
  • 产业吸引力－波特五力分析
    • 供应商的议价能力
    • 买方议价能力
    • 新进入者的威胁
    • 竞争公司之间的敌意强度
    • 替代产品的威胁
  • 评估 COVID-19 对产业的影响

第五章市场动态

  • 市场驱动因素
    • 由于各种设备的参与，增加了机器对机器/物联网的连接
    • 行动资料服务需求增加
  • 市场限制因素
    • 由于网路架构模型实施和频谱挑战，初始资本投资较高
  • 推动 5G 发展的关键用例
    • 车
    • 工业的
    • 家用电器
    • 卫生保健
    • 能源和公共
    • 公共基础设施
    • 其他用例

第六章市场区隔

  • 透过通讯基础设施
    • 5G无线接取网路
    • 5G核心网
    • 运输网络
  • 按地区
    • 北美洲
      • 美国
      • 加拿大
    • 欧洲
      • 英国
      • 德国
      • 法国
      • 义大利
      • 其他欧洲国家
    • 亚太地区
      • 中国
      • 日本
      • 韩国
      • 其他亚太地区
    • 世界其他地区

第七章 竞争形势

  • 公司简介
    • Cisco Systems Inc.
    • Hewlett Packard Enterprise Development LP
    • Mavenir Systems Inc.
    • NEC Corporation
    • Nokia Corporation
    • Oracle Corporation
    • Qualcomm Technologies Inc.
    • Telefonaktiebolaget LM Ericsson
    • ZTE Corporation
    • Samsung Electronics Co. Ltd
    • Qucell Networks Co. Ltd
    • Huawei Technologies Co. Ltd
    • Airspan Networks Inc.
    • CommScope Holding Company Inc.

第八章投资分析

第9章市场的未来

简介目录
Product Code: 64247

The 5G Infrastructure Market size is estimated at USD 9.87 billion in 2024, and is expected to reach USD 69.01 billion by 2029, growing at a CAGR of 47.51% during the forecast period (2024-2029).

5G Infrastructure - Market

Key Highlights

  • The market is driven by government initiatives towards the deployment of 5G and advancement in new technologies like iot, smart cities, and many more, pushing the market players to develop new services/solutions to capture the market share.
  • 5G technology offers a significantly lower latency rate, the delay between receiving and sending information. This decrease in end-to-end latency improves user experiences and creates new opportunities for innovative use cases. Also, there is a trend of Ultra-Reliable Low Latency Communications (URLLC), a subdivision of 5G network architecture that enables efficient scheduling of data transfers and caters to various advanced services across applications such as factory automation, the industrial internet, smart grid, autonomous driving, and or robotic surgeries. Hence, demand for lower latency rates among applications above is significantly boosting the growth of the global 5G infrastructure market.
  • According to GSMA Intelligence Mobile Economy Report 2023, 5G will underpin future mobile innovation and services, building on ongoing deployments and adoption. 5G adoption will reach 17% this year, reaching 54% (equivalent to 5.3 billion connections) by 2030. The technology will add almost USD1 trillion to the global economy in 2030, spreading benefits across all industries. Such a huge rise in 5G adoption would drive the studied market.
  • Further, in smart cities, 5G technology has the potential to enhance public security and safety significantly. Smart city systems can gather and analyze massive volumes of data from several sources, including video security cameras, intelligent traffic lights, and other iot devices, using the fast and responsive 5G network. For instance, Las Vegas is testing three pilot projects, with the government allocating USD 500 million to find ways to connect the entire city by 2025. The increase in the number of smart city projects undertaken by governments influences the demand for 5G infrastructure.
  • The deployment of 5G networks requires significant infrastructure investments, including installing new base stations, small cells, and fiber optic cables. Compared to previous generations of cellular networks, 5G infrastructure deployment involves a denser network architecture due to its reliance on smaller cell sizes and increased network capacity. This densification increases the infrastructure requirements and overall capital expenditure, leading to high initial costs for network operators and service providers. This is expected to challenge the market's growth.
  • Telecom operators expanded the offering of their 5G connection for several countries during the pandemic. For instance, in March 2021, Philippines-based Globe Telecom announced that it would accelerate its 5G Roaming rollout to other countries in the Middle East and Asia. Globe is set to open its 5G connection to visiting customers of Singtel of Singapore, CSL Hong Kong, and Ooredoo of Kuwait. In the post-pandemic era, the market is expected to grow further.

5G Infrastructure Market Trends

5G Radio Access Networks Expected to Hold Major Market Share

  • RAN provides radio access network resources across wireless devices. Silicon chips in the core network, as well as the user equipment, enable the functionality of the RAN. A radio access network (RAN) encompasses base stations, antennas, macro cells, and small cells. 5G can be deployed in two ways, through a 5G core network or connecting a 5G RAN to a 4G network.
  • The migration to 5G has become a critical factor, as it will enable higher bandwidths, and lower latencies, to name a few. RAN disaggregation enabled by cloud RANs and open interfaces allows carriers to benefit from a wider ecosystem.
  • According to Ericsson, 5G subscriptions are expected to increase globally between 2022 and 2023, rising from over 0.55 billion to over 1.67 billion. Further, according to GSMA, the usage of 5G in GCC states will be slightly higher (16% customer 5G adoption) than the global average (15%) by 2025, mainly driven by governments and mobile operators with the support of mobile technology partners. Moreover, the number of 5G subscriptions is expected to reach 129.62 million in the Middle East and North African regions. Such a huge rise in 5G subscriptions would drive the market.
  • Therefore, major leading carriers request information (RFIs) for RAN disaggregation and open solutions. This is because they can have the flexibility to choose the best solutions for the different parts of the RAN. For instance, edge servers for virtualized baseband units (BBUs) can also be used to run applications within the edge cloud and RAN to reduce latency. The amalgamation of 5G NR with a virtualized RAN architecture is expected to open up new opportunities for low latency and IoT services.
  • The growing partnerships in developed and developing economies in Asia-Pacific are analyzed to bolster the market's growth rate. For instance, in December 2022, in support of the NTT DOCOMO Open Radio Access Network Open RAN expansion plans, SAMSUNG Electronics announced it would provide a range of 5G radios. In addition to its current 3.4GHz radio support in DoCoMo, Samsung is adding new radios with a 3.7Ghz, 4.5Ghz, and 28Ghz frequency range. The radios support NTT DoCoMo's open Radio Access Network (O-RAN) expansion and cover all of the Time Division Duplex (TDD) spectrum bands held by the operator. As Samsung expands its coverage in Japan, the ability of NTT DOCOMO to take advantage of its spectrum holdings will allow it to build a diverse 5G network and offer enhanced services for consumers and enterprises throughout Japan. In the commercial network environment of NTT DOCOMO, they have also carried out interoperability tests on these new radios with basebands from various suppliers.

Asia Pacific Expected to Dominate the Market

  • The Asia-Pacific region is witnessing growing investment in 5G infrastructure. China is one of the largest investors in 5G technology, even leaving behind the United States; hence, one of the significant markets for 5G infrastructure vendors too. The growing effort by the Chinese government, telecom operators, and vendors to deploy 5G as quickly as possible is bringing more investment into the market studied. The country also has some of the largest telecom 5G infrastructure providers, like Huawei. However, the US-China trade war has weakened the exports of some electronic segments in the last two years.
  • According to the GSMA, by 2025, 40-50% of China's mobile users may be using 5G. The country is gaining more in terms of network convergence, network virtualization, and network slicing. The government also started to include standalone as part of its initial 5G deployment, owing to building a 5G network from the ground rather than evolving a 4G network into a 5G. This would enable the growth of the studied market in the region.
  • The establishment of 5G is a high priority for the Japanese government. The Ministry of Internal Affairs and Communications (MIC) is the lead agency on 5G. Four companies submitted plans to MIC for the development of 5G networks. All four plans were approved based on certain conditions, including focusing on the needs of both urban and rural areas; maintaining appropriate and sufficient optical fibers to provide 5G service; and taking adequate cybersecurity measures, including measures against supply chain risks.
  • According to the Ministry of Science and ICT (South Korea), As of March 2023, South Korea had approximately 29.6 million 5G subscribers. Such a huge number of 5G subscribers would drive the demand for the studied market and enable the market players to develop new solutions to cater to a wide range of needs of customers and capture the market share.
  • The countries that are considered in the rest of Asia-Pacific are Vietnam, Thailand, and Indonesia, among others. The developments happening in the market, the rise in the initiatives towards smart cities, and the development of new technologies are expected to drive the demand for the studied market in the rest of the Asia-Pacific region.

5G Infrastructure Industry Overview

The intensity of competitive rivalry in the market studied is high, and it is expected to remain the same over the forecast period. The market studied comprises several global players vying for attention in a fairly contested market space. Major vendors include Cisco Systems Inc., Hewlett Packard Enterprise Development LP, MavenirSystems Inc., NEC Corporation, Nokia Corporation, Oracle Corporation, Qualcomm Technologies Inc., and many more. And many more are highly preferred 5G infrastructure providers across various end users and regions. The firm concentration ratio is expected to record higher growth during the forecast period because several firms are looking at this market as a lucrative opportunity to expand globally.

  • February 2023 - Nokia extended its private 5G partnership with IT infrastructure firm Kyndrylfor an additional three years. The two companies announced the extension in a joint statement, noting that the pair will focus on developing and delivering LTE, 5G private wireless services, and Industry 4.0 solutions to clients worldwide.
  • February 2023 - NEC Corporation and ADVA will jointly deploy time synchronization solutions for Telkom Indonesia, Indonesia's largest fixed network operator, to help the operator prepare its transport network to deliver time-sensitive 5G services across the country. New service monetization, such as providing ultra-low latency applications, is critical for mobile operators to build momentum in the 5G era. To meet the anticipated demands of mobile operators and partners using Telkom Indonesia's services, the company is enhancing the timing accuracy of its transport network.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Value Chain Analysis
  • 4.3 Industry Attractiveness - Porter Five Forces Analysis
    • 4.3.1 Bargaining Power of Suppliers
    • 4.3.2 Bargaining Power of Buyers
    • 4.3.3 Threat of New Entrants
    • 4.3.4 Intensity of Competitive Rivalry
    • 4.3.5 Threat of Substitute Products
  • 4.4 Assessment of Impact of COVID-19 on the Industry

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Machine-to-Machine/IoT Connections Due to Involvement of Various Devices
    • 5.1.2 Increase in Demand for Mobile Data Services
  • 5.2 Market Restraints
    • 5.2.1 High Initial Capital Expenditure due to Deployment of Network Architecture Model and Spectrum Challenges
  • 5.3 Key Use-Cases Driving 5G
    • 5.3.1 Automotive
    • 5.3.2 Industrial
    • 5.3.3 Consumer Electronics
    • 5.3.4 Healthcare
    • 5.3.5 Energy and Utilities
    • 5.3.6 Public Infrastructure
    • 5.3.7 Other Use Case

6 MARKET SEGMENTATION

  • 6.1 By Communication Infrastructure
    • 6.1.1 5G Radio Access Networks
    • 6.1.2 5G Core Networks
    • 6.1.3 Transport Networks
  • 6.2 By Geography
    • 6.2.1 North America
      • 6.2.1.1 United States
      • 6.2.1.2 Canada
    • 6.2.2 Europe
      • 6.2.2.1 United Kingdom
      • 6.2.2.2 Germany
      • 6.2.2.3 France
      • 6.2.2.4 Italy
      • 6.2.2.5 Rest of Europe
    • 6.2.3 Asia Pacific
      • 6.2.3.1 China
      • 6.2.3.2 Japan
      • 6.2.3.3 South Korea
      • 6.2.3.4 Rest of Asia Pacific
    • 6.2.4 Rest of the World

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Cisco Systems Inc.
    • 7.1.2 Hewlett Packard Enterprise Development LP
    • 7.1.3 Mavenir Systems Inc.
    • 7.1.4 NEC Corporation
    • 7.1.5 Nokia Corporation
    • 7.1.6 Oracle Corporation
    • 7.1.7 Qualcomm Technologies Inc.
    • 7.1.8 Telefonaktiebolaget LM Ericsson
    • 7.1.9 ZTE Corporation
    • 7.1.10 Samsung Electronics Co. Ltd
    • 7.1.11 Qucell Networks Co. Ltd
    • 7.1.12 Huawei Technologies Co. Ltd
    • 7.1.13 Airspan Networks Inc.
    • 7.1.14 CommScope Holding Company Inc.

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET