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市场调查报告书
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1937366

非洲电信塔及相关产业：市场占有率分析、产业趋势与统计、成长预测（2026-2031）

Africa Telecom Towers And Allied - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3个工作天内

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简介目录

预计到 2026 年，非洲电信塔及相关市场的规模将达到 40.3 亿美元。

这代表着从 2025 年的 39 亿美元成长到 2031 年的 47.5 亿美元，2026 年至 2031 年的复合年增长率为 3.35%。

非洲电信塔及相关市场-IMG1

这项稳定扩张的驱动力来自4G和新推出的5G服务的加速发展、数据消费的成长以及政府主导的扩大遍远地区网路覆盖的政策。独立铁塔公司持续赢得泛非行动网路营运商签订的大规模多年合约，这一趋势提高了租赁率并改善了营运现金流。随着绿色金融激励措施抵消柴油燃料成本的波动，可再生能源系统正蓬勃发展。同时，阿尔及利亚的光纤到户（FTTH）部署和肯亚的数位经济计画等国别项目，正在扩大非洲电信铁塔市场对地面和屋顶基地台的需求范围。

非洲电信铁塔及相关市场趋势与洞察

泛非行动通讯业者加速4G/5G部署

2024 年和 2025 年初，泛非行动通讯业者新增了数百个 5G基地台，推动撒哈拉以南非洲地区朝着爱立信预测的 2030 年 4.2 亿 5G 用户的目标迈进。仅 MTN 集团就将其 5G基地台扩展至 3000 多个地点，从而推动了整个非洲电信铁塔市场对共址託管的需求激增。由于 5G 中频段频谱的密集部署，拉各斯、内罗毕和约翰尼斯堡尤其需要更多的基地台。鑑于这种紧迫性，独立铁塔公司（铁塔公司）正在提供承包式客製化建设方案，以加快通讯业者从现有 4G 网路迁移到 5G 网路的上市速度。突尼斯 5G 的商用进一步推动了这一趋势，凸显了全部区域对下一代通讯基础设施的投入。

数据消耗量不断成长，智慧型手机普及率持续提高。

影片串流媒体、社群媒体和行动支付的兴起正推动北非和西非地区每位用户的数据使用量以两位数GB的速度成长。年轻化人口和价格亲民的智慧型手机的进口进一步刺激了这一需求，迫使通讯业者以超出原计划的速度扩容。不断增长的数据量导致每个站点可租用天线的数量增加，非洲电信铁塔市场的租户比例在主要都市区正从1.5上升到2。这奖励铁塔公司建造面向未来的、具有更强承载能力和光纤回程传输的铁塔，随着数据密集型服务的日益普及，这有望提升其收入。

外汇外汇波动剧烈，主权风险高企

儘管大部分收入以该地货币，但债务和资本支出却与美元挂钩，这使得铁塔公司在货币贬值期间面临巨大的外汇折算损失。 IHS Towers 的报告显示，2024 年非洲多个市场将面临显着的外汇逆风，显示这些市场对宏观经济週期高度敏感。主权信用评级等下调可能导致利率上升，从而削弱新建设的获利能力或延缓再融资进程。营运商和铁塔公司正越来越多地探索自然对冲机制，例如逐步提高与美元挂钩的租赁费率，但由于监管机构对以外币计价的发票金额设有上限，这些机制的应用仍然有限。

细分市场分析

预计到2025年，独立铁塔业者将占据非洲电信铁塔市场45.18%的份额，并在2031年之前维持6.53%的复合年增长率。其高盈利得益于92.4%的铁塔利用率以及分散外汇和监管风险的跨国投资组合。在基础设施共用受限的市场，营运商自有资产仍然存在，但随着资产负债表精简策略的演变，资产变现压力日益增加。如果目前的资产剥离计画按期完成，到2031年，由独立铁塔营运商主导的非洲电信铁塔市场规模，其年租赁收入可能超过20.7亿美元。

在网路控制至关重要的政治敏感地区，行动网路营运商（MNO）拥有的基地台仍然非常重要，但融资紧张的营运商越来越倾向于采用售后回租的方式来为5G频谱使用资金筹措。合资铁塔公司提供了一个折衷方案，让竞争对手共同投资被动资产，同时在主动层保持差异化优势。美国铁塔公司（American Tower）的选择性参与策略证实了全球专业公司在复杂都市地区的利润优势，这一趋势可能会加速非洲电信铁塔产业的整合。

到2025年，地面塔将占非洲电信塔市场规模的76.20%，证明其在郊区和农村宏观覆盖方面的成本效益。屋顶安装虽然面积较小，但随着5G中频段在人口密集的商业区需要更紧凑的网格间距，其年频宽增长率正以7.34%的速度增长。在内罗毕、卡萨布兰卡和约翰尼斯堡等城市中心，都市区景观规划和不断上涨的地价使得屋顶成为唯一可行的选择。

由于地面塔架天线容量优势以及易于维修以连接可再生能源，其单站绝对收益依然很高。然而，屋顶塔架的安装审批速度更快，土木工程成本更低，这使得塔架业者能够在现有覆盖区域内获得额外收益。这种站点类型的多样化组合，使得非洲电信塔架市场能够随着资料流量模式的变化而保持柔软性。

《非洲电信铁塔及相关市场报告》按所有权类型（通讯业者拥有、独立铁塔公司等）、安装类型（屋顶安装、地面安装）、燃料类型（可再生能源供电、电网/柴油混合供电）、铁塔类型（单极塔、格构塔、拉线塔、隐蔽式/暗装塔）和国家/地区进行细分。市场预测以价值（美元）和数量（已安装基数）为单位。

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
  • 调查范围
  • 分类系统

第二章调查方法

第三章执行摘要

  • 电信铁塔数量​​预测（单位数量，2023-2030 年）
  • 电信铁塔租赁收入预测（美元，2023-2030 年）
  • 电信铁塔建设收入预测（美元，2023-2030 年）

第四章 市场情势

  • 市场概览
  • 市场驱动因素
    • 非洲行动通讯业者加速部署4G/5G网络
    • 数据消耗量不断成长，智慧型手机普及率持续提高。
    • 政府主导的农村覆盖率目标和普及服务基金
    • 行动通讯业者(MNO) 的轻资产网路策略推动了基地台外包
    • 绿色金融奖励措施促进可再生能源维修
    • 对中立託管的室内DAS和小型基地台回程传输的需求日益增长
  • 市场限制
    • 外汇汇率波动剧烈，主权风险高企
    • 冗长的许可证办理和土地征用流程导致的瓶颈
    • 柴油供应中断会增加离网站点的营运成本。
    • 二线城市缺乏光纤回程回程传输限制了租户比例
  • 生态系分析
  • 电讯基础设施相关法规
  • 技术展望
  • 波特五力分析
    • 供应商的议价能力
    • 买方的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争对手之间的竞争
  • 宏观经济因素如何影响市场

第五章 市场规模与成长预测

  • 所有权
    • 企业所有
    • 独立铁塔公司
    • 合资塔楼公司
    • 仅限行动网路营运商
  • 透过安装
    • 屋顶安装类型
    • 地面安装
  • 按燃料类型
    • 可再生能源
    • 电网/柴油混合动力
  • 按塔类型
    • 单极子
    • 格子
    • 拉线类型
    • 隐蔽型/隐藏型
  • 按国家/地区
    • 阿尔及利亚
    • 肯亚
    • 摩洛哥
    • 南非
    • 奈及利亚
    • 迦纳
    • 埃及
    • 坦尚尼亚
    • 其他非洲国家（突尼斯、乌干达、尚比亚、塞内加尔等）

第六章 竞争情势

  • 市场集中度
  • 重大併购详情
  • 主要供应商市占率分析
  • 公司简介
    • TowerCos
      • American Tower Corporation
      • IHS Towers（IHS Holding Limited）
      • Helios Towers Plc
      • SBA Communications Corporation
      • Pan African Towers
      • Atlas Tower Group Limited
      • Eastcastle Infrastructure
      • Paradigm Infrastructure Limited
      • Hotspot Network Ltd
    • Mobile Network Operator
      • MTN Group
      • Vodacom Group
      • Airtel Africa plc
      • Orange Middle East and Africa
      • e& misr company
      • Safaricom PLC
      • Telkom SA SOC Limited
      • Globacom Limited（Glo）
      • Maroc Telecom SA
      • WE（Telecom Egypt）
      • Unitel Angola（Unitel SA）
      • Econet Wireless Zimbabwe Ltd.
      • Ethio Telecom
      • Movitel Mozambique（Movitel SA）
      • Moov Africa
      • Sonatel Senegal（Sonatel SA）
      • Yas Madagascar

第七章 市场机会与未来展望

简介目录
Product Code: 72133

The Africa Telecom Towers And Allied Market size in 2026 is estimated at USD 4.03 billion, growing from 2025 value of USD 3.9 billion with 2031 projections showing USD 4.75 billion, growing at 3.35% CAGR over 2026-2031.

Africa Telecom Towers And Allied - Market - IMG1

Accelerated 4G and newly launched 5G rollouts, rising data consumption, and government-backed rural coverage mandates underpin this steady expansion. Independent TowerCos continue to win large multi-year outsourcing contracts from pan-African mobile network operators, a trend that lifts tenancy ratios and improves operating cash flows. Renewable-powered systems are gaining momentum as green financing incentives offset the volatility of diesel fuel costs. Meanwhile, country-specific programs, such as Algeria's fiber-to-the-home build-out and Kenya's digital-economy blueprint, add geographic depth to overall demand for ground-based and rooftop sites across the Africa telecom tower market.

Africa Telecom Towers And Allied Market Trends and Insights

Accelerated 4G/5G rollout by pan-African MNOs

Pan-African mobile network operators added hundreds of 5G sites in 2024 and early 2025, lifting total 5G subscriptions in Sub-Saharan Africa toward Ericsson's 420 million projection for 2030 . MTN Group alone expanded its 5G footprint to more than 3,000 sites, prompting a surge in colocation requests across the Africa telecom tower market . The densification imperative is especially acute in Lagos, Nairobi, and Johannesburg, where 5G mid-band spectrum requires closer site spacing. Independent TowerCos capitalize on this urgency by offering turnkey build-to-suit programs that shorten time-to-market for operators migrating from legacy 4G networks. The momentum is reinforced by the recent commercial 5G launch in Tunisia, underscoring the broad regional commitment to next-generation connectivity .

Rising data consumption and smartphone penetration

Video streaming, social media, and mobile payments are elevating per-subscriber data use into double-digit gigabyte ranges across North and West Africa. Young demographics and low-cost smartphone imports sustain this demand curve, compelling operators to add capacity faster than originally budgeted. Higher data volumes translate into larger leaseable antenna counts per site, pushing tenancy ratios across the Africa telecom tower market from 1.5x toward 2x in core metros. TowerCos are therefore incentivized to future-proof structures with stronger load capacities and fiber-ready backhaul, ensuring revenue upside as data-heavy services proliferate.

Volatile foreign-exchange and high sovereign risk

Revenue is largely denominated in local currencies, but debt and capex remain USD-linked, exposing TowerCos to material conversion losses during currency depreciations. IHS Towers reported notable FX headwinds in several African markets during 2024, underscoring sensitivity to macroeconomic cycles. Sovereign credit downgrades trigger higher interest rates that can render new builds unviable or slow refinancing efforts. Operators and TowerCos are increasingly exploring natural hedges such as USD-indexed lease escalators, but uptake remains limited by regulatory caps on foreign-currency billing.

Other drivers and restraints analyzed in the detailed report include:

  1. Government-led rural coverage mandates and universal service funds
  2. Asset-light network strategies by MNOs boosting tower outsourcing
  3. Lengthy permitting and land-acquisition bottlenecks

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Independent TowerCos commanded 45.18% of the Africa telecom tower market share in 2025 and are on track for a 6.53% CAGR through 2031. The superior returns stem from 92.4% utilization rates and diversified country portfolios that smooth FX and regulatory risk. Operator-owned assets persist in markets with infrastructure-sharing constraints, but monetization pressure is rising as balance-sheet light strategies take hold. The Africa telecom tower market size for Independent TowerCos could exceed USD 2.07 billion in annual lease revenue by 2031 if current divestiture pipelines close on schedule.

MNO captive sites remain critical in politically sensitive geographies where network control is paramount; however, cash-strapped operators increasingly favor sale-leasebacks to fund 5G spectrum fees. Joint-venture TowerCos offer a middle path, letting rivals co-invest in passive plant without sacrificing active-layer differentiation. American Tower's selective entry strategy validates the margin advantage enjoyed by global specialists in complex metros, a dynamic likely to accelerate consolidation across the Africa telecom tower industry.

Ground-based towers held 76.20% of the Africa telecom tower market size in 2025, proving cost-effective for suburban and rural macro coverage. Rooftop installations, though smaller in absolute footprint, are gaining a 7.34% CAGR as 5G mid-band frequencies demand tighter grid spacing in densely populated business districts. Municipal aesthetic guidelines and mounting land prices make rooftops the only viable option in central Nairobi, Casablanca, and Johannesburg.

Ground-based towers still deliver higher absolute revenue per site thanks to greater antenna load capacity and ease of renewable-power retrofits. Yet rooftops promise faster permitting and reduced civil works expenditure, allowing TowerCos to capture incremental revenue within established coverage zones. This nuanced mix of site types ensures the Africa telecom tower market remains flexible as data-traffic patterns evolve.

The Africa Telecom Towers and Allied Market Report is Segmented by Ownership (Operator-Owned, Independent TowerCo, and More), Installation (Rooftop, Ground-Based), Fuel Type (Renewable-Powered, Grid/Diesel Hybrid), Tower Type (Monopole, Lattice, Guyed, Stealth/Concealed), and Country. The Market Forecasts are Provided in Terms of Value (USD) and Volume (Installed Base).

List of Companies Covered in this Report:

  1. TowerCos
  2. Mobile Network Operator

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
  • 1.3 Taxonomy

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

  • 3.1 Telecom Tower Volume Estimates (Units, 2023-2030)
  • 3.2 Telecom Tower Leasing Revenue Estimates (USD, 2023-2030)
  • 3.3 Telecom Tower Construction Revenue Estimates (USD, 2023-2030)

4 MARKET LANDSCAPE

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Accelerated 4G/5G rollout by pan-African MNOs
    • 4.2.2 Rising data consumption and smartphone penetration
    • 4.2.3 Government-led rural coverage mandates and universal service funds
    • 4.2.4 Asset-light network strategies by MNOs boosting tower outsourcing
    • 4.2.5 Green financing incentives for renewable power retrofits
    • 4.2.6 Expansion of neutral-host indoor DAS and small-cell backhaul demand
  • 4.3 Market Restraints
    • 4.3.1 Volatile foreign-exchange and high sovereign risk
    • 4.3.2 Lengthy permitting and land-acquisition bottlenecks
    • 4.3.3 Diesel supply disruptions raising opex at off-grid sites
    • 4.3.4 Fiber backhaul deficits limiting tenancy ratios in secondary cities
  • 4.4 Ecosystem Analysis
  • 4.5 Regulatory Landscape Related to Telecom Infrastructure
  • 4.6 Technological Outlook
  • 4.7 Porter's Five Forces Analysis
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Buyers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitutes
    • 4.7.5 Intensity of Competitive Rivalry
  • 4.8 Impact of Macroeconomic Factors on the Market

5 MARKET SIZE AND GROWTH FORECASTS (VALUE AND VOLUME)

  • 5.1 By Ownership
    • 5.1.1 Operator-owned
    • 5.1.2 Independent TowerCo
    • 5.1.3 Joint-Venture TowerCo
    • 5.1.4 MNO Captive
  • 5.2 By Installation
    • 5.2.1 Rooftop
    • 5.2.2 Ground-based
  • 5.3 By Fuel Type
    • 5.3.1 Renewable-powered
    • 5.3.2 Grid/Diesel Hybrid
  • 5.4 By Tower Type
    • 5.4.1 Monopole
    • 5.4.2 Lattice
    • 5.4.3 Guyed
    • 5.4.4 Stealth / Concealed
  • 5.5 By Country
    • 5.5.1 Algeria
    • 5.5.2 Kenya
    • 5.5.3 Morocco
    • 5.5.4 South Africa
    • 5.5.5 Nigeria
    • 5.5.6 Ghana
    • 5.5.7 Egypt
    • 5.5.8 Tanzania
    • 5.5.9 Rest of Africa (Tunisia, Uganda, Zambia, Senegal, and Others)

6 COMPETITIVE LANDSCAPE

  • 6.1 Market Concentration
  • 6.2 Details of Major Mergers and Acquisitions
  • 6.3 Market Share Analysis for top vendors
  • 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials, Strategic Information, Products and Services, Recent Developments)
    • 6.4.1 TowerCos
      • 6.4.1.1 American Tower Corporation
      • 6.4.1.2 IHS Towers (IHS Holding Limited)
      • 6.4.1.3 Helios Towers Plc
      • 6.4.1.4 SBA Communications Corporation
      • 6.4.1.5 Pan African Towers
      • 6.4.1.6 Atlas Tower Group Limited
      • 6.4.1.7 Eastcastle Infrastructure
      • 6.4.1.8 Paradigm Infrastructure Limited
      • 6.4.1.9 Hotspot Network Ltd
    • 6.4.2 Mobile Network Operator
      • 6.4.2.1 MTN Group
      • 6.4.2.2 Vodacom Group
      • 6.4.2.3 Airtel Africa plc
      • 6.4.2.4 Orange Middle East and Africa
      • 6.4.2.5 e& misr company
      • 6.4.2.6 Safaricom PLC
      • 6.4.2.7 Telkom SA SOC Limited
      • 6.4.2.8 Globacom Limited (Glo)
      • 6.4.2.9 Maroc Telecom SA
      • 6.4.2.10 WE (Telecom Egypt)
      • 6.4.2.11 Unitel Angola (Unitel SA)
      • 6.4.2.12 Econet Wireless Zimbabwe Ltd.
      • 6.4.2.13 Ethio Telecom
      • 6.4.2.14 Movitel Mozambique (Movitel S.A.)
      • 6.4.2.15 Moov Africa
      • 6.4.2.16 Sonatel Senegal (Sonatel SA)
      • 6.4.2.17 Yas Madagascar

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

  • 7.1 White-space and Unmet-need Assessment
  • 7.2 Investment Analysis
  • 7.3 Analyst Suggestions and Recommendations