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市场调查报告书
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1687700

5G 基础设施 -市场占有率分析、产业趋势与统计、成长预测（2025-2030 年）

5G Infrastructure - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
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在2025年为145.6亿美元，预计到2030年将达到1016.8亿美元，预测期内（2025-2030年）的复合年增长率为47.51%。

5G基础设施市场-IMG1

主要亮点

  • 政府部署 5G 的倡议以及物联网和智慧城市等新技术的进步推动了市场的发展，这些倡议促使市场参与者开发新服务和解决方案以占领市场占有率。
  • 5G技术显着降低了延迟，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使用案例创造了新的机会。超可靠低延迟通讯 (URLLC) 也是一种趋势，它是 5G 网路架构的一个分支，它将能够高效地通讯资料传输，并支援工厂自动化、工业互联网、智慧电网、自动驾驶和机器人手术等应用领域的一系列先进服务。因此，上述应用对更低延迟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 将以持续部署和采用为基础，为未来的行动创新和服务奠定基础。 5G普及率今年将达到17%，到2030年将达到54%（相当于53亿个连线）。预计到2030年，该技术将为全球经济增加约1兆美元，使各行各业受益。 5G 应用的显着成长可能会推动研究市场的发展。
  • 此外，在智慧城市领域，5G技术有可能显着增强公共。利用快速、响应迅速的 5G 网络，智慧城市系统将能够从多个来源收集和分析大量资料，包括视讯保全摄影机、智慧交通灯和其他物联网设备。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，用于寻找 2025 年实现全城联网的方法。政府智慧城市计划的不断增加正在影响对 5G 基础设施的需求。
  • 5G网路的推出需要大量的基础设施投资，包括铺设新的基地台、小型基地台和光纤电缆。与前几代蜂巢式网路相比，5G基础设施部署依赖于减少蜂窝规模和增加网路容量，从而实现密集的网路架构。这种密集化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提供者的前期成本更高。预计这将对市场成长构成挑战。
  • 疫情期间，通讯业者已将 5G 连线扩展到多个国家。例如，菲律宾环球电信于2021年3月宣布，将加速在中东和亚洲其他国家部署5G漫游。 Globe Telecom 计划向新加坡 Singtel、CSL Hong Kong 和科威特 Ooredoo 的入境客户开放 5G 连线。预计后疫情时代市场将进一步成长。

5G基础设施市场趋势

5G无线接取网路预计将占据市场占有率

  • RAN 为无线设备提供无线存取网路资源。核心网路和用户设备中的硅晶片实现了 RAN 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 分解将使通讯业者受益于更广泛的生态系统。
  • 爱立信预计，2022年至2023年间，全球5G用户数将从5.5亿多成长至16.7亿多。此外，根据 GSMA 的预测，到 2025 年，海湾合作委员会国家的 5G 普及率将略高于全球平均（15%）（客户 5G 采用率为 16%）。此外，中东和北非地区的5G用户数量预计将达到1.2962亿。 5G用户数量的大幅成长预计将推动市场发展。
  • 因此，各大通讯业者都发布了有关 RAN 分解和开放解决方案的资讯请求 (RFI)。这使您可以灵活地为 RAN 的不同部分选择最佳解决方案。例如，虚拟基频单元 (BBU) 的边缘伺服器可用于在边缘云端和 RAN 内执行应用程式以减少延迟。 5G NR与虚拟RAN架构的结合有望为低延迟和物联网服务开闢新的可能性。
  • 分析亚太地区已开发经济体和新兴经济体之间不断扩大的伙伴关係将如何提高市场成长率。例如，2022 年 12 月，三星电子宣布将提供一系列 5G 无线电，以支援 NTT Docomo 的开放无线存取网路 Open RAN 扩充计画。除了 Docomo 目前支援的 3.4GHz 无线电之外，三星还将增加 3.7GHz、4.5GHz 和 28GHz 频段的新无线电。这些无线电将支援 NTT DOCOMO 开放无线接取网路(O-RAN) 的扩展，并涵盖 NTT DOCOMO 的所有持有双工 (TDD) 频段。随着三星在日本扩大覆盖范围，能够持有NTT Docomo 的频谱将使其能够建立多样化的 5G 网络，并为全国各地的消费者和企业提供增强的服务。 NTT DoCoMo 的商业网路环境中也在进行这些新无线电与来自不同供应商的基频的互通性测试。

亚太地区可望主导市场

  • 亚太地区对 5G 基础设施的投资正在不断增长。中国是5G技术的最大投资国之一，超过美国，也是5G基础设施供应商的关键市场。中国政府、通讯业者和设备供应商正在加强尽快推出5G，这推动了5G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。但过去两年，美国和中国之间的贸易战削弱了部分电子产品的出口。
  • 根据GSMA预测，到2025年，中国40%至50%的行动用户可能会使用5G。中国将在网路融合、网路虚拟和网路切片方面获得更多收益。政府也将独立网络作为其早期 5G 部署的一部分，从头开始建立 5G 网络，而不是将 4G 网路发展到 5G。这将促进该地区研究市场的成长。
  • 建立5G是日本政府的首要任务。内务部是5G的主导机构。已有四家公司向内务部提交了5G网路发展计画。四家公司的计画均获得批准，但需满足某些条件，包括兼顾都市区需求、维持足够光纤以提供 5G 服务，以及采取适当的核准安全措施（包括解决供应链风险）。
  • 据韩国科学通讯通信部称，截至2023年3月，韩国5G用户数约2,960万。如此庞大的 5G用户数量可能会推动所研究市场的需求，并使市场参与者能够开发新的解决方案来满足客户的广泛需求并占领市场占有率。
  • 亚太地区其他可能的国家包括越南、泰国和印尼。市场持续发展、智慧城市建设倡议不断涌现以及新技术的开拓预计将推动亚太其他地区研究市场的需求。

5G基础设施产业概览

研究市场中竞争公司之间的竞争态势非常激烈，预计在预测期内将保持不变。所研究的市场包括几家全球性公司，它们在相当竞争的市场空间中争夺关注。主要供应商包括思科系统公司、惠普企业发展有限公司、Mavenir 系统公司、日本电气公司、诺基亚公司、甲骨文公司和高通技术公司。因此，它是众多最终用户和地区的首选 5G 基础设施提供者。由于许多公司都将这个市场视为全球扩张的有利机会，预计企业集中度在预测期内将实现高成长。

  • 2023 年 2 月－诺基亚与IT基础设施公司 Kindrill 的私人 5G伙伴关係延长三年。两家公司在联合声明中宣布了此次延期，并表示将专注于为全球客户开发和提供 LTE、5G 专网无线服务和工业 4.0 解决方案。
  • 2023年2月－NEC和ADVA将合作为印尼最大的固定网路营运商Telkom Indonesia部署时间同步解决方案。将新服务（例如提供超低延迟应用）收益对于行动通讯业者在 5G 时代获得发展动力至关重要。为了满足使用印尼电信服务的行动通讯业者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准确性。

其他福利

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

目录

第一章 引言

  • 研究假设和市场定义
  • 研究范围

第二章调查方法

第三章执行摘要

第四章 市场洞察

  • 市场概览
  • 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
    • 买家的议价能力
    • 新进入者的威胁
    • 竞争对手之间的竞争
    • 替代品的威胁
  • COVID-19 产业影响评估

第五章市场动态

  • 市场驱动因素
    • 随着各种设备的参与，M2M/IoT 连接不断增加
    • 行动资料服务需求不断成长
  • 市场限制
    • 网路架构模型部署及频谱挑战导致初期资本投入高
  • 推动 5G 发展的关键使用案例
    • 车
    • 产业
    • 消费性电子产品
    • 卫生保健
    • 能源和公共产业
    • 公共基础设施
    • 更多使用案例

第六章市场区隔

  • 按通讯基础设施
    • 5G无线存取网路
    • 5G核心网络
    • 交通网络
  • 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

第七章竞争格局

  • 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

第九章：市场的未来

简介目录
Product Code: 64247

The 5G Infrastructure Market size is estimated at USD 14.56 billion in 2025, and is expected to reach USD 101.68 billion by 2030, at a CAGR of 47.51% during the forecast period (2025-2030).

5G Infrastructure - Market - IMG1

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