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市场调查报告书
商品编码
1916674
全球电信边缘边缘云端基础设施市场预测(至2032年),按组件、部署模式、组织规模、应用、最终用户和地区划分Edge Cloud Infrastructure for Telecom Market Forecasts to 2032 - Global Analysis By Component (Hardware, Software and Services), Deployment Model, Organization Size, Application, End User and By Geography |
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根据 Stratistics MRC 的一项研究,预计到 2025 年,全球电信边缘边缘云端基础设施市场规模将达到 160.6 亿美元,到 2032 年将达到 542.8 亿美元,预测期内复合年增长率为 19%。
电信边缘云端基础设施是指一种分散式运算架构,它将云端资源更靠近终端用户。具体来说,它部署在网路边缘,例如基地台、基地台和本地资料中心。这种配置可以降低延迟、提高频宽效率,并增强 5G、物联网和 AR/VR 等应用的即时处理能力。这使得通讯业者能够部署低延迟服务、动态管理网路流量,并支援大规模高效能运算,而无需完全依赖集中式云端资料中心。边缘云端基础设施是下一代电信网路的关键要素,能够提升用户体验、可靠性和营运柔软性。
对低延迟服务的需求不断增长
企业对即时处理的需求日益增长,以支援游戏、串流媒体、物联网和自动驾驶系统等应用。通讯业者正在将边缘运算融入其网络,以降低延迟并改善客户体验。消费者期望即时存取数位服务,这进一步强化了对分散式基础设施的需求。供应商正在投资边缘节点和微型资料中心,以提高反应速度。对低延迟的需求正在重塑电信策略,并加速边缘云端框架的采用。对低延迟服务日益增长的需求,加上即时应用的激增,正在推动该领域的成长。
高昂的实施和基础设施成本
建构分散式资料中心并将其与电信网路整合需要大量的资本投入。小规模营运商的财务资源有限,难以与大型供应商竞争。维护、能源消耗和合规性审核等成本进一步增加了支出。由于前期成本高且投资报酬率 (ROI) 不确定,企业往往会延后采用分散式资料中心。供应商正在尝试透过共用基础设施和伙伴关係关係来减轻企业的财务负担。儘管市场对边缘运算服务的需求强劲,但高昂的部署和基础设施成本阻碍了其广泛应用。
扩展智慧城市应用
都市区对即时数据处理的需求日益增长,以支持交通管理、公共和能源优化。边缘运算能够实现本地化分析,从而降低延迟并提高智慧城市生态系统的效率。各国政府正在投资边缘平台,以增强永续性和提升公民服务。供应商正在边缘节点嵌入人工智慧驱动的分析功能,以提高扩充性。通讯业者与市政当局之间的合作正在推动边缘运算的普及,而智慧城市应用的扩展也为边缘云端基础设施创造了巨大的成长机会。
云端服务供应商之间竞争激烈
全球超大规模资料中心业者服务商和区域通讯业者正透过激进的定价和配套服务争夺市场份额。小规模的供应商在竞争激烈的市场环境中难以实现产品差异化。企业往往倾向于选择成熟供应商,因为它们具有可靠性和规模优势,这减少了新进入者的机会。竞争压力迫使企业不断创新并投入大量研发资金。监管机构对垄断行为的审查进一步加剧了市场的复杂性。云端服务供应商之间日益激烈的竞争正在挤压边缘云端基础设施的利润空间,并威胁其永续成长。
新冠疫情加速了对边缘运算服务的需求,因为企业纷纷转向远距办公和数位化优先策略。同时,供应链中断和基础设施计划延误减缓了边缘运算的普及。然而,串流媒体、云端游戏和远端协作需求的激增又推动了边缘运算的普及。通讯业者利用边缘运算增强了尖峰时段的网路弹性。供应商则整合了人工智慧驱动的监控和自动化功能,以支援分散式生态系统的持续运作。此次危机凸显了弹性、低延迟基础设施的重要性。总而言之,新冠疫情提高了人们对边缘云端作为电信现代化策略驱动力的认识。
在预测期内,通讯服务供应商细分市场将占据最大的市场份额。
在预测期内,通讯服务供应商预计将占据最大的市场份额,这主要得益于对支援 5G 和物联网生态系统的分散式基础设施的需求。通讯业者正在其网路中整合边缘节点,以降低延迟并改善客户体验。对即时应用日益增长的需求正在推动这一领域的应用。供应商正与通讯业者合作,以扩大服务覆盖范围并增强可扩展性。与人工智慧驱动的编配工具整合将进一步提高效率。随着通讯业者优先考虑低延迟服务,服务供应商正在加速边缘云端基础设施的成长。
在预测期内,企业细分市场将呈现最高的复合年增长率。
预计在预测期内,企业级市场将保持最高的成长率,这主要得益于製造业、医疗保健和零售业对本地数据处理需求的不断增长。企业正日益寻求边缘运算平台,以增强其分析能力并提高营运效率。供应商正在整合人工智慧驱动的解决方案,以辅助预测性维护和即时监控。中小企业和Start-Ups公司尤其受益于针对其特定工作流程量身定制的、经济高效的边缘部署方案。数位转型投资的增加正在推动该领域的需求成长。随着企业加速采用边缘运算服务,在地化基础设施正在推动市场成长。
由于北美拥有成熟的电信基础设施、健全的法规结构以及对边缘运算的早期投资,预计该地区将在预测期内保持最大的市场份额。美国和加拿大的企业在游戏、医疗保健和金融服务等行业对低延迟服务的需求驱动主导,引领着边缘运算的普及应用。主要云端服务供应商和通讯业者的存在进一步巩固了该地区的优势。对混合云端和多重云端管治日益增长的需求正在推动大型企业采用边缘运算技术。北美地区的创新以及对数位信任的高度重视,正在推动边缘云端基础设施的持续成长。
亚太地区预计将在预测期内实现最高的复合年增长率,这主要得益于快速的都市化、不断增长的行动网路普及率以及政府主导的智慧城市计划。中国、印度和东南亚国家等正在大力投资边缘运算平台,以支援5G网路的部署和数位生态系统的建置。该地区的企业正在部署专用基础设施,以增强其在电子商务、金融科技和製造业领域的分析能力。本地Start-Ups正在部署经济高效的边缘运算解决方案,以满足中小企业日益增长的需求。政府推行的数位转型和永续性计画正在加速边缘运算技术的应用。
According to Stratistics MRC, the Global Edge Cloud Infrastructure for Telecom Market is accounted for $16.06 billion in 2025 and is expected to reach $54.28 billion by 2032 growing at a CAGR of 19% during the forecast period. Edge Cloud Infrastructure for telecom refers to a distributed computing architecture that brings cloud resources closer to end-users, typically at the network edge, such as cell towers, base stations, or local data centers. This setup reduces latency, improves bandwidth efficiency, and enhances real-time processing for applications like 5G, IoT, and AR/VR. It enables telecom operators to deploy low-latency services, manage network traffic dynamically, and support high-performance computing at scale without relying solely on centralized cloud data centers. Edge cloud infrastructure is crucial for next-generation telecom networks, offering improved user experience, reliability, and operational flexibility.
Rising demand for low-latency services
Enterprises increasingly require real-time processing to support applications in gaming, streaming, IoT, and autonomous systems. Telecom operators are embedding edge computing into networks to reduce latency and improve customer experience. Consumers expect instant access to digital services which is reinforcing the need for distributed infrastructure. Vendors are investing in edge nodes and micro data centers to strengthen responsiveness. Low-latency demand is reshaping telecom strategies and accelerating adoption of edge cloud frameworks. As real-time applications proliferate, rising demand for low-latency services is propelling growth in this domain.
High deployment and infrastructure costs
Building distributed data centers and integrating them with telecom networks requires substantial capital investment. Smaller operators struggle to compete with larger providers due to limited financial resources. Maintenance, energy consumption, and compliance audits add further expenses. Enterprises often delay adoption because of high upfront costs and uncertain ROI. Vendors are experimenting with shared infrastructure and partnerships to reduce financial burdens. High deployment and infrastructure costs are restraining widespread adoption despite strong demand for edge-enabled services.
Expansion of smart city applications
Urban centers increasingly require real-time data processing to support traffic management, public safety, and energy optimization. Edge computing enables localized analytics that reduce latency and improve efficiency in smart city ecosystems. Governments are investing in edge-enabled platforms to strengthen sustainability and citizen services. Vendors are embedding AI-driven analytics into edge nodes to enhance scalability. Partnerships between telecom operators and municipalities are reinforcing adoption. Expansion of smart city applications is fostering significant growth opportunities in edge cloud infrastructure.
Intense competition among cloud providers
Global hyperscalers and regional telecom operators are racing to capture market share with aggressive pricing and bundled services. Smaller vendors struggle to differentiate offerings in a crowded ecosystem. Enterprises often prefer established providers for reliability and scale which reduces opportunities for new entrants. Competitive pressure forces continuous innovation and high R&D spending. Regulatory scrutiny on monopolistic practices adds further complexity. Rising competition among cloud providers is restraining margins and threatening consistent growth in edge cloud infrastructure.
The Covid-19 pandemic accelerated demand for edge-enabled services as enterprises shifted to remote work and digital-first strategies. On one hand, supply chain disruptions and delayed infrastructure projects slowed deployments. On the other hand, surging demand for streaming, cloud gaming, and remote collaboration boosted adoption. Telecom operators leveraged edge computing to strengthen network resilience during peak traffic loads. Vendors embedded AI-driven monitoring and automation to support continuity in distributed ecosystems. The crisis reinforced the importance of resilient, low-latency infrastructure. Overall, Covid-19 boosted awareness of edge cloud as a strategic enabler of telecom modernization.
The telecom service providers segment is expected to be the largest during the forecast period
The telecom service providers segment is expected to account for the largest market share during the forecast period driven by demand for distributed infrastructure to support 5G and IoT ecosystems. Telecom operators are embedding edge nodes into networks to reduce latency and improve customer experience. Rising demand for real-time applications is reinforcing adoption in this segment. Vendors are partnering with telecoms to expand reach and strengthen scalability. Integration with AI-driven orchestration tools further amplifies efficiency. As telecoms prioritize low-latency services, service providers are accelerating growth in edge cloud infrastructure.
The enterprises segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the enterprises segment is predicted to witness the highest growth rate , supported by rising demand for localized data processing in manufacturing, healthcare, and retail. Enterprises increasingly require edge-enabled platforms to strengthen analytics and improve operational efficiency. Vendors are embedding AI-driven solutions to support predictive maintenance and real-time monitoring. SMEs and startups particularly benefit from cost-effective edge deployments tailored to specific workflows. Rising investment in digital transformation is reinforcing demand in this segment. As enterprises accelerate adoption of edge-enabled services, localized infrastructure is propelling growth in the market.
During the forecast period, the North America region is expected to hold the largest market share by mature telecom infrastructure, strong regulatory frameworks, and early investment in edge computing. Enterprises in the United States and Canada are leading adoption due to demand for low-latency services in gaming, healthcare, and financial services. The presence of major cloud providers and telecom operators further strengthens regional dominance. Rising demand for hybrid and multi-cloud governance is reinforcing adoption across large enterprises. North America's emphasis on innovation and digital trust is fostering sustained growth in edge cloud infrastructure.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, fueled by rapid urbanization, expanding mobile penetration, and government-led smart city initiatives. Countries such as China, India, and Southeast Asia are investing heavily in edge-enabled platforms to support 5G rollouts and digital ecosystems. Enterprises in the region are adopting localized infrastructure to strengthen analytics in e-commerce, fintech, and manufacturing. Local startups are deploying cost-effective edge solutions to meet growing demand from SMEs. Government programs promoting digital transformation and sustainability are accelerating adoption.
Key players in the market
Some of the key players in Edge Cloud Infrastructure for Telecom Market include Cisco Systems, Inc., Nokia Corporation, Huawei Technologies Co., Ltd., Telefonaktiebolaget LM Ericsson, Juniper Networks, Inc., Hewlett Packard Enterprise Company (HPE), IBM Corporation, NEC Corporation, VMware, Inc., Amazon Web Services, Inc. (AWS), Microsoft Corporation (Azure), Google LLC (Google Cloud), Dell Technologies Inc., Intel Corporation and Capgemini SE.
In February 2024, Huawei and China Mobile Research Institute signed a strategic cooperation agreement to jointly innovate on cloud-edge-end synergy for 5G Advanced and 6G readiness. This collaboration focused on developing unified resource scheduling and deterministic networking capabilities for distributed edge clouds.
In October 2023, Cisco acquired the technology and team from Banzai Cloud, a specialist in application deployment and lifecycle management platforms. This acquisition enhanced Cisco's capabilities in cloud-native networking, security, and observability for the edge, integrating into its Panoptica and Calisti portfolios.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.