毫米波技术：市场占有率分析、产业趋势与统计、成长预测（2024-2029）

毫米波技术市场规模预计到 2024 年为 37.4 亿美元，预计到 2029 年将达到 99.1 亿美元，预测期内（2024-2029 年）复合年增长率为 21.49%。

主要亮点

• 该技术可满足连网家庭、AR/VR 设备、云端游戏系统和其他云端连接设备显着增长的资料需求。此外，50 GHz 以上的毫米波频宽可在大而重的资料区块中提供 20 GHz 以上的额外频宽，从而实现更高的资料速率。回程传输的未来尚不确定，因为一些传统无线电频宽（尤其是 26 GHz 和 28 GHz）现在符合 5G 无线电存取的条件。 ETSI 的 mWT ISG 已经对运营商在为 5G 分配毫米波频宽时是否需要考虑通讯业者继续运营 3G 和 4G 网路回程传输的能力提出了担忧。
• 研究的市场在先进波束管理、更高峰值速率、多用户 MIMO、更高有效等向性辐射功率 (EIRP)、更低噪音係数和去程传输共用不断增长。从长远来看，新的灵活​​解决方案预计将增加产能并提高性能，从而增加相容组件的製造成本。 5G 使用更高的运作频率来提供更快的资料速率。因此，你需要调整和调整它们。 5G 设备的设计人员面临许多产品开发障碍、价格考量和复杂的连接挑战。儘管5G已经商用，但由于毫米波成本较高，仍有改进的空间。由于毫米波通讯距离短，需要安装大型基地台，增加了成本。相容组件製造成本的上升预计将限制预测期内的市场成长。
• 除了 COVID-19 的影响外，对无线连接的需求不断增长也推动了市场的成长。据 CITA 称，自 2018 年美国推出 5G 以来，无线服务供应商已在其网路上花费了 1,210 亿美元，在无线行业花费了 6,350 亿美元。
• 根据 CTIA 的 2022 年无线产业年度调查，美国无线产业 2021 年在网路扩展、增强和营运上花费了 350 亿美元。这项投资创下了新纪录，也是资本支出第四年增加。
• 此外，无线业务的竞争也有助于在通货膨胀时期保持较低的成本。儘管整体价格上涨，但无线成本却有所下降，以 10 年趋势，随着速度提高 85 倍，无线服务成本下降了 43%。这些因素极大地推动了无线技术和行动装置的采用，对市场成长率产生了积极影响。 5G 部署方面日益加强的合作预计也将在预测期内提高市场成长率。

毫米波技术市场趋势

天线和收发器占据主要市场占有率

• 高性能毫米波设备需要高效率、薄型天线，以确保可靠且无干扰的通讯。此外，由于波长短，毫米波技术基础设施需要将大型天线阵列封装到较小的实体尺寸中，这增加了天线和天线的要求。专为毫米波技术设计的收发器推动市场成长。毫米波技术的高资料传输速度在即时游戏、高品质视讯串流和其他频宽密集型应用中具有多种用途。这些应用需要天线和收发器来中继和转换讯号，从而产生了对微带线的需求。 -用于毫米波技术的晶片整合喇叭、透镜、反射器和其他天线。
• 根据 GSMA 最近的一份报告，到 2030 年，5G 部署预计将达到约 10 亿个连线。这项技术将支撑未来的行动创新，推动持续采用，并有可能在 2030 年为全球经济增加近 1 兆美元。报告全文指出： 2023年，5G服务将在非洲和亚洲的30个新市场推出。随着5G部署的不断扩大，网路营运商正在加大力度扩展5G固定无线存取（FWA）服务。即使在固定宽频普及较低且收入不断增长的市场，5G 成长也预计将高于平均水准。
• 5G 毫米波在 24 GHz 至 40 GHz 范围内使用，可在最短距离内提供大量频谱和容量。毫米波技术利用大规模 MIMO 来增加容量并扩大覆盖范围。该技术以低延迟的方式提供了 5G 中可用的广泛细分市场。毫米波频谱分配扩展到800 MHz频宽，提升峰值速率处理能力。广泛的无线营运商减少了传输时间间隔并减少了无线介面延迟，从而更容易部署和支援低延迟敏感应用。 5G预计将利用亚太兆赫频段（100-300GHz）提供10GHz或更高的频宽，提供100Gbps等级的高速、高容量通讯。通讯业者正在利用其在 5G基地台无线电设备的开发和营运中累积的高频段知识，推动毫米波技术的发展。一些国家正在为下一波工业 4.0 应用选择高频段频谱分配，以便透过无线连接获得必要的弹性。
• 例如，Verizon在25个NFL体育场部署了5G毫米波网络，让球迷可以从不同角度观看比赛，并在手机上体验AR游戏和服务。 Verizon 的低延迟 5G 超宽频网路允许粉丝购买食物、饮料和商品。爱立信正在改进其 5G 解决方案，透过扩大小区覆盖范围来最大限度地发挥高频宽的优势。服务供应商希望支援较低频宽的 5G 上行链路和较高频宽的 5G 下行链路，以提供更快的资料速度。整合5G低频宽和5G高频宽可将高频宽覆盖范围提高高达10 dB。
• 此外，Verizon 计划于 2023 年 2 月与无线接取网路设备供应商 Vendor Networks 合作，解决基于毫米波 (mmWave) 的 5G 部署挑战。 Verana 的整合式存取和回程传输平台透过封装毫米波天线解决了具有挑战性的基于毫米波 (mmWave) 的 5G 部署。这增加了毫米波技术市场对天线和收发器组件的需求。
• 因此，各种最终用户应用对高速通讯的需求以及毫米波通讯对相控天线和高性能收发器的需求正在推动天线和收发器组件市场的成长，这是由收购、投资和在此期间毫米波技术市场相关人员之间的合作。

北美占据主要市场占有率

• 美国在利用毫米波频谱进行各种应用方面取得了巨大进展。美国联邦通讯委员会 (FCC) 等监管机构分配和竞标毫米波频宽以供许可和非许可使用。特别是，FCC 为 5G 和其他无线通讯技术开放了 28 GHz、37 GHz、39 GHz 和 47 GHz 等频宽的频谱。
• 此外，5G网路在美国的推出也是毫米波技术采用的推手。此外，总部位于亚利桑那州的网路测试和测量公司Viavi Solutions表示，美国是世界上实施网路存取的城市数量最多的最重要的国家之一。
• 天线和收发器组件因其广泛的应用（例如 5G基地台、无线回程传输系统、固定无线存取 (FWA) 设备和雷达系统）而预计将在美国获得广泛关注。此外，严重依赖毫米波技术的 5G 网路的推出正在推动对高效能天线和收发器的需求。
• 由于 5G 部署、频谱可用性、资料需求和 FWA 扩展的整合，美国毫米波技术市场正在经历强劲成长。这些因素加上企业合作和监管支持，为未来几年的持续扩张和创新奠定了市场基础。
• 加拿大在利用毫米波频谱进行各种应用方面取得了重大进展。加拿大创新、科学和经济发展 (ISED) 等监管机构负责分配和管理毫米波频率的许可和非许可用途。 26 GHz、28 GHz、38 GHz 和其他频宽的频率是毫米波应用的关键资产。
• 此外，日本对利用毫米波频率实现超快互联网速度和低延迟的 5G 网路的需求日益增长。例如，根据爱立信的报告，截至2022年11月，预计将有400万加拿大智慧型手机用户在未来12至15个月内升级到5G服务。此外，虽然只有三分之一的加拿大 5G 用户认为自己连接网路的时间超过 50%，但 45% 的用户表示他们仍然担心覆盖范围。预计这些关键问题将集中在毫米波频谱中引入高频无线电波以满足不断增长的需求。

毫米波技术产业概况

毫米波技术市场由多家在竞争相当激烈的市场空间中获得关注的公司组成。由于多家公司认为该市场是一个有利可图的扩张机会，因此在预测期内，公司集中度预计将进一步提高。一些着名的市场参与者包括 Siklu Communication Ltd、E-band Communications LLC (Axxcss Wireless Solutions Inc.)、Bridgewave Communications Inc. (Remec Broadband Wireless International)、Ducommun Incorporated 和 Millimeter Wave Products Inc.。

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
• 广泛介绍了 GaN 在毫米波应用中的重要性，包括目前推出的产品、近期潜力（基于专利申请）、优势和基板级开发等。
• 毫米波基板形势（包括LCP、PI和PTFE等毫米波基板及其对5G基础设施（包括基地台、电话和周边设备）的影响）

第五章市场动态

• 市场驱动因素
  • 基地台无线回程传输普及
  • 5G演进预计将推动市场
• 市场限制因素
  • 需要製造相容零件并增加零件成本
  • 技术漏洞导致讯号强度降低

第六章市场区隔

• 依组件类型
  • 天线和收发器
  • 通讯和网路
  • 介面
  • 频率和相关组件
  • 影像
  • 其他组件
• 按许可模式
  • 完全/部分许可
  • 未经授权
• 按地区
  • 北美洲
    • 美国
    • 加拿大
  • 欧洲
    • 英国
    • 德国
    • 法国
    • 其他欧洲国家
  • 亚太地区
    • 中国
    • 日本
    • 印度
    • 韩国
    • 其他亚太地区
  • 中东和非洲
  • 拉丁美洲

第七章 竞争形势

• 公司简介
  • Siklu Communication Ltd
  • Bridgewave Communications Inc.（Remec Broadband Wireless International）
  • E-band Communications LLC（Axxcss Wireless Solutions Inc.）
  • Millimeter Wave Products Inc.
  • Ducommun Incorporated
  • Eravant（SAGE Millimeter Inc.）
  • Keysight Technologies Inc.
  • Farran Technology Ltd
  • Smiths Interconnect Group Limited
  • NEC Corporation
  • L3Harris Technologies Inc.

第八章投资分析

第九章市场机会与未来趋势

The Millimeter Wave Technology Market size is estimated at USD 3.74 billion in 2024, and is expected to reach USD 9.91 billion by 2029, growing at a CAGR of 21.49% during the forecast period (2024-2029).

Key Highlights

• The technology accommodates the massive increase in data demands from connected homes, AR/VR devices, cloud gaming systems, and other cloud-connected devices. Furthermore, mmWave bands above 50 GHz can provide over 20 GHz additional bandwidth in large, heavy chunks, allowing higher data rates. Some traditional wireless bands, notably 26 GHz and 28 GHz, have an uncertain future for backhaul since they are now targeted for 5G radio access. ETSI's mWT ISG already expressed concern regarding the need, while allocating mmWave bands for 5G, to consider operators' ability to continue operating the backhaul for their 3G and 4G networks.
• There is a rise in advanced beam management, higher peak rates, multi-user MIMO, higher effective isotropic radiated power (EIRP), lower noise figure, and fronthaul sharing in the market studied. In the long term, new flexible solutions are expected to add more capacity and boost performance, thereby raising the cost of manufacturing compatible components. 5G uses higher operating frequencies to facilitate faster data rates. Therefore, they must be calibrated and coordinated. Designers of 5G-enabled devices face many product development obstacles, price considerations, and complex connectivity challenges. 5G has already been commercialized, and mmWave still needs to be improved in terms of its high costs. The short range of mmWave requires large base stations to be installed, thus making it expensive. A rise in manufacturing costs for compatible components is anticipated to restrict the market's growth during the forecast period.
• The growing demand for wireless connections, along with the impact of COVID-19, contributes to the growth rate of the market. According to CITA, wireless service providers have spent USD 121 billion on their networks and USD 635 billion on the wireless industry since the introduction of 5G in 2018 in the United States.
• According to the CTIA's 2022 Annual Wireless Sector Survey, the wireless sector in America spent USD 35 billion in 2021 on expanding, enhancing, and operating their networks. The investment set a new record and was the fourth year in which capital expenses increased.
• Moreover, during inflation, competition in the wireless business also contributed to maintaining low costs. Despite an overall rise in pricing, wireless costs decreased, following a 10-year trend in which the cost of wireless services decreased to 43% as speeds increased to 85 times. These factors are significantly boosting the adoption of wireless technology and mobile devices, thereby positively impacting the growth rate of the market. The growing collaborations in deploying 5G are also expected to bolster the market's growth rate during the forecast period.

Millimeter Wave Technology Market Trends

Antennas and Transceivers to Hold Major Market Share

• High-performing millimeter-wave devices require efficient low-profile antennas to ensure reliable and interference-free communications, and due to small wavelength, mmWave technology infrastructure requires large antenna arrays to be packed in miniature physical dimensions, which fuels the requirement of antennas and transceivers designed for the millimeter (mm) wave technology, fueling the market growth. The higher data transfer rate of the mmWave technology has various uses in real-time gaming, high-quality video streaming, and other bandwidth-intensive applications, which require antennas and transceivers for relaying and transforming the signals, creating a demand for Microstrip, On-chip Integrated Horn, Lens, and Reflector, and other antennas for mmWave technology.
• According to a recent GSMA report, 5G adoption is anticipated to reach around a billion connections by 2030. The technology will likely underpin future mobile innovation and boost ongoing deployments, adding almost USD 1 trillion to the global economy in 2030. The report states that throughout 2023, 30 new markets across Africa and Asia will launch 5G services. As 5G adoption continues to scale, network operators are increasing their efforts to expand their 5G fixed wireless access (FWA) offerings. Markets with low fixed broadband penetration and rising incomes will also see faster-than-average 5G growth.
• 5G mmWave are found in the range of 24GHz to 40GHz and deliver large quantities of spectrum and capacity over the shortest distances. Millimeter wave technology utilizes massive MIMO to expand capacity and extend coverage. The technology offers a broad range of segments available for 5G with lower latency. Spectrum allocations for mmWave are extensive, with an 800 MHz band, which delivers improved handling of peak rates. Wide radio carriers enable shorter transmission time intervals and lower radio-interface latency to facilitate introducing and supporting low-latency-sensitive applications. 5G is expected to deliver 100 Gbps-class high-speed, high-capacity communications achieved using the sub-terahertz band (100 to 300 GHz), which can provide a bandwidth of 10 GHz or more. Network operators continue to advance millimeter-wave technological development by leveraging the knowledge of high-frequency bands cultivated through developing and operating radio equipment for 5G base stations. In some countries, high-band spectrum allocations are being chosen for the next wave of Industry 4.0 applications to get the necessary flexibility through wireless connectivity.
• For instance, Verizon deployed 5G mmWave networks in 25 NFL stadiums, where fans watched the action from multiple angles on their handsets and experienced AR games and services. Verizon's low latency 5G Ultra-Wideband network enables fans to buy food, beverages, and merchandise. Ericsson is evolving its 5G solutions to maximize the benefits of the high band by extending cell coverage. Service providers are trying to support the 5G uplink on a low band, with the 5G downlink operating on a high band, thereby providing higher data speeds. Aggregating the 5G low band with the 5G high band can improve high-band coverage by up to 10 dB.
• Additionally, in February 2023, Verizon partnered with the radio access network equipment vendor Verana Networks for its plans to solve challenging millimeter-wave (mmWave)-based 5G deployments by adopting Verizon is tapping upstart radio access network equipment vendor Verana Networks for its plans to solve challenging millimeter-wave (mmWave)-based 5G deployments by Verana's Integrated Access and Backhaul platform packages a mmWave antenna, which would raise the demand for antenna and transceiver components in the market of mm-wave technology.
• Therefore, the need for high-speed communications in various end-user applications and the need for phase antennas and highly capable transceivers for mmWave communication is creating a growth of the antennas and transceiver component market growth, which is supported by the acquisitions, investments, and collaborations among the stakeholders of the millimeter wave technology market during the forecast period.

North America to Hold Major Market Share

• The United States has made significant strides in utilizing the millimeter wave spectrum for various applications. Regulatory bodies like the Federal Communications Commission (FCC) have allocated and auctioned millimeter wave frequency bands for licensed and unlicensed use. Notably, the FCC has opened up spectrum in the 28 GHz, 37 GHz, 39 GHz, and 47 GHz bands, among others, for 5G and other wireless communication technologies.
• In addition, the rollout of 5G networks in the United States has been a driving factor behind the adoption of millimeter wave technology. Moreover, Viavi Solutions, an Arizona-based network test and measurement company, stated that the United States is one of the significant global countries with the most cities adopting network access.
• Antennas and transceiver components are expected to gain significant prominence in the United States owing to the wide range of applications, including 5G base stations, wireless backhaul systems, fixed wireless access (FWA) equipment, and radar systems. Also, the rollout of 5G networks, which heavily rely on millimeter wave technology, has driven the demand for high-performance antennas and transceivers.
• The United States millimeter wave technology market is experiencing robust growth due to the convergence of 5G deployment, spectrum availability, data demand, and FWA expansion. In addition to these factors, corporate collaborations and regulatory support position the market for continued expansion and innovation in the coming years.
• Canada has made substantial strides in leveraging the millimeter wave spectrum for various applications. Regulatory authorities, such as Innovation, Science, and Economic Development Canada (ISED), allocate and control the use of millimeter wave frequencies for licensed and unlicensed purposes. Frequencies in the 26 GHz, 28 GHz, 38 GHz, and other bands are significant assets for millimeter wave applications.
• Moreover, the country's rising need for 5G networks that leverage millimeter wave frequencies to deliver ultra-fast internet speeds and low latency is increasing. For instance, according to Ericsson reports, as of November 2022, in the upcoming 12 to 15 months, four million Canadian smartphone users intend to upgrade to 5G service. Additionally, only a third of Canadian 5G users believe they are connected to the network more than 50% of the time, while 45% of users still stated they have coverage concerns. Such significant concerns are anticipated to focus on deploying high-frequency radio waves in the millimeter wave spectrum to capture the growing demand.

Millimeter Wave Technology Industry Overview

The millimeter wave technology market comprises several players for attention in a fairly contested market space. The firm concentration ratio is expected to grow more during the forecast period because several firms observe this market as a lucrative opportunity to expand. Some of the prominent market players are Siklu Communication Ltd, E-band Communications LLC (Axxcss Wireless Solutions Inc.), Bridgewave Communications Inc. (Remec Broadband Wireless International), Ducommun Incorporated, and Millimeter Wave Products Inc., among others.

• August 2023 - Siklu, a global provider of millimeter wave (mmWave) solutions for Digital City and Gigabit Wireless Access (GWA), announced the availability of its new MultiHaul TG T261 terminal unit. The T261 represents Siklu's fourth addition to the MultiHaul TG family of point-to-multipoint 60 GHz products and is Terragraph (TG) certified. Measuring only 4.3 x 6.2 x 2 in. (10.8 x 15.7 x 5.2 cm), the T261 is easily installed on almost any exterior surface. It is connected to a MultiHaul TG distribution node to serve as an endpoint in a fully-meshed MH TG topology.
• October 2022 - Ducommun announced the opening of its new facility in Guaymas, Mexico. The new facility spans 1,15,000 square feet and has multiple capabilities, including metal bond, VersaCore Composites, cable and harness assembly, and hard metal fabrication. Ducommun's expanded operations in Mexico will allow the company to continue its successful legacy of providing the highest product and process quality while delivering maximum competitive value to its OEM customers.

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 Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Bargaining Power of Suppliers
  • 4.2.2 Bargaining Power of Buyers
  • 4.2.3 Threat of New Entrants
  • 4.2.4 Intensity of Competitive Rivalry
  • 4.2.5 Threat of Substitute Products
• 4.3 Assessment of Impact of COVID-19 on the Industry
• 4.4 Significance of GaN across mmWave Applications (To Include Extensive Coverage on Current Launch, Near-term Potential (Based on Patent Filing), Advantages, and Substrate-level Developments, Among Others.)
• 4.5 mmwave Substrate Landscape (To Include Coverage on mmwave Substrates Such As LCP, PI, and PTFE, Along With Their Impact on 5G Infrastructure, Including Base Stations, Phones, and Peripherals)

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Proliferation of Wireless Backhaul of Base Stations
  • 5.1.2 Evolution of 5G is Expected to Drive the Market
• 5.2 Market Restraints
  • 5.2.1 Need for Manufacturing of Compatible Components and Rising Cost of Components
  • 5.2.2 Technological Vulnerabilities Leading to Reduced Wave Strength

6 MARKET SEGMENTATION

• 6.1 By Type of Component
  • 6.1.1 Antennas and Transceiver
  • 6.1.2 Communications and Networking
  • 6.1.3 Interface
  • 6.1.4 Frequency and Related Components
  • 6.1.5 Imaging
  • 6.1.6 Other Components
• 6.2 By Licensing Model
  • 6.2.1 Fully/Partly Licensed
  • 6.2.2 Unlicensed
• 6.3 By Geography
  • 6.3.1 North America
    • 6.3.1.1 United States
    • 6.3.1.2 Canada
  • 6.3.2 Europe
    • 6.3.2.1 United Kingdom
    • 6.3.2.2 Germany
    • 6.3.2.3 France
    • 6.3.2.4 Rest of Europe
  • 6.3.3 Asia-Pacific
    • 6.3.3.1 China
    • 6.3.3.2 Japan
    • 6.3.3.3 India
    • 6.3.3.4 South Korea
    • 6.3.3.5 Rest of Asia-Pacific
  • 6.3.4 Middle East and Africa
  • 6.3.5 Latin America

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Siklu Communication Ltd
  • 7.1.2 Bridgewave Communications Inc. (Remec Broadband Wireless International)
  • 7.1.3 E-band Communications LLC (Axxcss Wireless Solutions Inc.)
  • 7.1.4 Millimeter Wave Products Inc.
  • 7.1.5 Ducommun Incorporated
  • 7.1.6 Eravant (SAGE Millimeter Inc.)
  • 7.1.7 Keysight Technologies Inc.
  • 7.1.8 Farran Technology Ltd
  • 7.1.9 Smiths Interconnect Group Limited
  • 7.1.10 NEC Corporation
  • 7.1.11 L3Harris Technologies Inc.

8 INVESTMENT ANALYSIS

9 MARKET OPPORTUNITIES AND FUTURE TRENDS