市场调查报告书
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1530868
到 2030 年通讯设备市场预测:按组件、基础设施、技术、应用、最终用户和地区进行全球分析Telecom Equipment Market Forecasts to 2030 - Global Analysis By Component (Hardware, Software and Services), Infrastructure (Wired and Wireless), Technology (2G/3G, 4G/LTE, 5G, VoIP and Other Technologies), Application, End User and By Geography |
根据Stratistics MRC预测,2024年全球通讯设备市场规模将达到7,624亿美元,预计2030年将达到10,876亿美元,预测期内复合年增长率为6.1%。
通讯设备包括用于通讯目的的各种硬体和技术。这包括路由器、交换器、传输线、卫星、基地台收发器等设备以及用于跨各种网路传输资料、语音和影像的其他重要基础设施。关键组件包括有线和无线系统、光纤和网路设备。通讯设备对于确保消费者和企业环境中的连接性和支援通讯网路的运作至关重要。
根据全球行动通讯系统协会(GSMA)的报告,预计2025年5G网路将覆盖全球三分之一的人口。 GSMA 估计,2020 年至 2025 年间,全球整体通讯业者将在行动资本支出上投资约 1.1 兆美元,其中 80% 用于 5G 网路和先进通讯设备,从而推动需求。
资料消耗增加
根据通讯(ITU) 的数据,全球资料消费量预计将从 2022 年的 340 万Petabyte增至 2027 年的 970 万 PB,成长近两倍。这一激增将由智慧型手机、视讯串流、物联网设备的普及和 5G 网路的推出推动。高速互联网和资料密集型应用的需求不断增长,需要持续投资先进通讯设备,以提高网路容量、速度和可靠性,从而推动市场成长。
资料消耗增加
部署和维护先进通讯基础设施(尤其是 5G 网路)相关的高成本是一个主要障碍。普华永道预计,到 2027 年,通讯业者将在网路方面投资 3,421 亿美元。这些巨额资本投资,加上频繁升级和维护的需要,可能会导致财务资源紧张,特别是对于小型企业而言。此外,连结服务的商品化限制了定价能力,使得这些投资难以快速收回。
扩大网路覆盖范围
扩大网路覆盖范围,特别是在服务不足和农村地区,是通讯设备市场的重大机会。根据电讯(ITU) 估计,全球整体约有 30 亿人未连网。数位印度计画和国家宽频使命等倡议旨在透过加强网路基础设施来弥合数位落差。扩大覆盖范围不仅扩大了客户群,还带动了对铁塔、光纤电缆和无线通讯设备等通讯设备的需求。
激烈的竞争
电讯业的激烈竞争对市场参与者构成威胁。电讯业面临新进业者和现有业者提供有竞争力的价格和创新服务的压力。这种竞争导致价格战,降低利润率,使公司难以维持生计并投资新技术。此外,技术进步的快速步伐需要持续创新才能保持领先地位,这进一步增加了竞争压力。
COVID-19 大流行凸显了通讯基础设施的重要性。据国际金融公司 (IFC) 称,随着越来越多的人在家工作并依赖数位服务,该行业的资料流量和宽频使用量有所增加。然而,供应链中断和业务复杂性是问题。儘管存在这些障碍,疫情加速了数位技术的采用,并凸显了对强大通讯设备支援远端工作和数位连接的需求。
预计硬体产业在预测期内将是最大的
硬体产业预计在预测期内将占据最大份额,因为它在通讯基础设施中发挥基础作用。这包括网路设备、传输设备、无线通讯设备和通讯基础设施。作为通讯网路的支柱,硬体组件对于建立和维护强大的高容量网路至关重要,这些网路可以支援增加的资料流量和 5G 等先进技术。
预计 5G 领域在预测期内复合年增长率最高。
预计 5G 领域在预测期内复合年增长率最高。根据GSMA(全球行动通讯系统协会)预测,2025年,5G网路预计将覆盖全球三分之一的人口。 5G 技术的引入提供了卓越的速度、低延迟以及支援物联网和其他进阶应用的能力。因此,对基地台、天线、小型基地台等相容5G的通讯设备的需求很高。
预计北美地区将在预测期内主导通讯设备市场。这一优势得益于通讯基础设施的高投资、5G等先进技术的早期采用以及大型电信业者的存在。北美通讯业也受益于强大的财政资源和支持性的法规环境,促进了网路能力的持续进步。
预计亚太地区的通讯设备市场在预测期内将快速成长。该地区的成长得益于通讯基础设施投资的增加、5G 网路的推出以及中国和印度等国家网路用户的增加。该地区不断扩大的数位经济和消费者对高速连接的需求不断增长,推动了更高的成长率。
According to Stratistics MRC, the Global Telecom Equipment Market is accounted for $762.4 billion in 2024 and is expected to reach $1,087.6 billion by 2030, growing at a CAGR of 6.1% during the forecast period. Telecom equipment encompasses a wide range of hardware and technologies used for communication purposes. This includes devices such as routers, switches, transmission lines, satellites, base transceiver stations, and other infrastructure essential for transmitting data, voice, and video across various networks. Key components include wired and wireless systems, fiber optics, and networking devices. Telecom equipment is vital for ensuring connectivity and supporting the operation of telecommunication networks in both consumer and enterprise environment.
According to a report by the Global System for Mobile Communications Association (GSMA), 5G networks are projected to cover one-third of the world's population by 2025. The GSMA estimates that operators will invest around $1.1 trillion globally in mobile CAPEX between 2020 and 2025, with 80% of this investment dedicated to 5G networks, driving demand for advanced telecom equipment.
Increasing data consumption
According to the International Telecommunication Union (ITU), global data consumption is expected to nearly triple from 3.4 million petabytes (PB) in 2022 to 9.7 million PB by 2027. This surge is driven by the proliferation of smartphones, video streaming, IoT devices, and the rollout of 5G networks. The increasing demand for high-speed internet and data-intensive applications necessitates continuous investment in advanced telecom equipment to enhance network capacity, speed, and reliability, thereby driving market growth.
Increasing data consumption
The high costs associated with deploying and maintaining advanced telecom infrastructure, particularly for 5G networks, pose a significant restraint. According to PwC, telecom operators are projected to invest $342.1 billion in their networks by 2027. These substantial capital expenditures, coupled with the need for frequent upgrades and maintenance, can strain financial resources, especially for smaller operators. Additionally, the commoditization of connectivity services limits pricing power, making it challenging to recover these investments quickly.
Expanding network coverage
Expanding network coverage, especially in underserved and rural areas, presents a significant opportunity for the telecom equipment market. The International Telecommunication Union (ITU) estimates that around 3 billion people globally remain unconnected. Initiatives like the Digital India program and the National Broadband Mission aim to bridge this digital divide by enhancing network infrastructure. Expanding coverage not only increases the customer base but also drives demand for telecom equipment, including towers, fiber-optic cables, and wireless communication devices.
Intense competition
Intense competition in the telecom sector poses a threat to market players. The telecom industry faces pressure from new entrants and existing players striving to offer competitive pricing and innovative services. This competition can lead to price wars, reducing profit margins, and making it challenging for companies to sustain operations and invest in new technologies. Additionally, the rapid pace of technological advancements requires continuous innovation to stay ahead, further intensifying competitive pressures.
The COVID-19 pandemic underscored the critical importance of telecommunications infrastructure. According to the International Finance Corporation (IFC), the sector saw increased data traffic and broadband usage as more people worked from home and relied on digital services. However, supply chain disruptions and increased operational complexities posed challenges. Despite these hurdles, the pandemic accelerated the adoption of digital technologies, highlighting the need for robust telecom equipment to support remote work and digital connectivity.
The hardware segment is expected to be the largest during the forecast period
The hardware segment is expected to be the largest during the forecast period due to its fundamental role in telecom infrastructure. This includes networking equipment, transmission equipment, wireless communication devices, and telecommunications infrastructure. As the backbone of telecom networks, hardware components are essential for building and maintaining robust, high-capacity networks capable of supporting increasing data traffic and advanced technologies like 5G.
The 5G segment is expected to have the highest CAGR during the forecast period
The 5G segment is expected to have the highest CAGR during the forecast period. According to the Global System for Mobile Communications Association (GSMA), 5G networks are projected to cover one-third of the world's population by 2025. The deployment of 5G technology offers superior speed, low latency, and the capacity to support IoT and other advanced applications. This drives significant demand for 5G-compatible telecom equipment, including base stations, antennas, and small cells.
During the forecast period, the North American region is expected to dominate the telecom equipment market. This dominance is attributed to high investment in telecom infrastructure, early adoption of advanced technologies like 5G, and the presence of major telecom companies. In addition, North America's telecom industry benefits from strong financial resources and a supportive regulatory environment, driving continuous advancements in network capabilities.
During the forecast period, the Asia Pacific region is expected to witness rapid growth in the telecom equipment market. The region's growth is driven by increasing investments in telecom infrastructure, the rollout of 5G networks, and the growing number of internet users in countries like China and India. The region's expanding digital economy and rising consumer demand for high-speed connectivity further contribute to its high growth rate.
Key players in the market
Some of the key players in Telecom Equipment market include Huawei Technologies Co. Ltd, Nokia Corporation, Ericsson, ZTE Corporation, Cisco Systems, Samsung Electronics Co., Ciena Corporation, Fujitsu Limited, Juniper Networks, Inc., NEC Corporation, CommScope Holding Company, Inc., Adtran, Infinera, Arris International Limited, Qualcomm Technologies, Inc., Ribbon Communications Operating Company, Inc., FiberHome Technologies, and Extreme Networks, Inc.
In July 2024, Nokia expanded its Fixed Wireless Access (FWA) portfolio with new 5G devices for the North American market and launched Broadband Easy Connect to simplify fiber home connections.
In June 2024, Ericsson won the Red Dot Design Award for its innovative Radio 4471 and Streetmacro 6705, recognizing excellence in industrial design and user experience.
In February 2024, Huawei showcased its 5.5G products and solutions at MWC Barcelona 2024, emphasizing the future of intelligent digital transformation and network-cloud-intelligence synergy.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.