CBRS·私人LTE/5G网路(2023年～2030年)- 机会，课题，策略，预测

到 2027 年底，基于 LTE/5G NR 的 CBRS RAN、行动核心和传输网路基础设施的年度投资预计将超过 13 亿美元，2024 年至 2027 年复合年增长率约为 15%。这一增长很大程度上是由私有蜂窝、中立託管和固定无线宽频网路的部署所推动的，其次是旨在提高有线电视营运商 MVNO 服务经济效益的 5G 建设投资缓慢但稳定的成长。 3GPP Band 48/n48相容终端设备的产品阵容不断扩大，最终用户设备的市场规模预计将进一步扩大，预计到2027年IIoT和FWA设备的出货量将达到每年24亿美元。

到 2027 年底，全球垂直产业专用 LTE/5G 网路基础设施投资预计将达到 60 亿美元以上，2024 年至 2027 年复合年增长率约为 20%。其中近 60% 的投资将用于建立独立的专用 5G 网络，该网络将成为关键的无线通讯媒介，支援正在进行的工业 4.0 革命，推动製造业和流程工业的数位化和自动化。随着这种前所未有的成长水平，专用 LTE/5G 网路很可能在 2020 年代后期成为市场规模几乎与公共行动营运商基础设施平行的设备生态系统。到 2030 年，专用网路可能占所有行动网路基础设施支出的五分之一。

本报告调查了 CBRS 市场和专用 LTE/5G 市场，包括价值链、市场推动因素、采用障碍、支援技术、营运/商业模式、垂直行业、应用场景、主要趋势和未来负载。标准化、频谱可用性和分配、监管环境、案例研究、生态系统公司概况和策略等的详细评估。

目录

报告1:LTE/5G NR为基础的CBRS网路(2024年～2030年)- 机会，课题，策略，预测

• 第1章 简介
• 第2章 LTE/5G NR为基础的CBRS网路概要
• 第3章 CBRS网路的技术方面
• 第4章 经营模式，使用案例，用途
• 第5章 标准化，法规，合作活动
• 第6章 CBRS网路展开的案例研究
• 第7章 市场规模的估计与预测
• 第8章 生态系统的主要企业
• 第9章 结论与策略性推荐

报告2:私人LTE/5G网路生态系统(2024年～2030年)- 机会，课题，策略，产业，预测

• 第1章 简介
• 第2章 私人LTE/5G网路概要
• 第3章 私人LTE/5G系统结构·技术
• 第4章 主要产业与用途
• 第5章 频带的可用性，分配，使用
• 第6章 标准化，法规，合作活动
• 第7章 世界各国的私人LTE/5G安装的检讨
• 第8章 私人LTE/5G的案例研究
• 第9章 生态系统的主要企业
• 第10章 市场规模的估计与预测
• 第11章 结论与策略性推荐
• 第12章 专家的见解 - 采访开始写

Synopsis

After many years of regulatory, standardization and technical implementation activities, the United States' dynamic, three-tiered, hierarchical framework for coordinated shared use of 150 MHz of spectrum in the 3.5 GHz CBRS (Citizens Broadband Radio Service) band is experiencing a renewed wave of enthusiasm. This reinvigoration of interest follows a recent relaxation of rules and guidelines - collectively referred to as CBRS 2.0 - which extends uninterrupted commercial operations in the CBRS band from 78% to 97% of the country's total landmass, among other refinements. Although the shared spectrum arrangement is access technology neutral, the 3GPP cellular wireless ecosystem is at the forefront of CBRS adoption, with close to half of the more than 400,000 active CBSDs (Citizens Broadband Radio Service Devices) based on LTE and 5G NR air interface technologies.

LTE-based CBRS deployments encompass hundreds of networks - operating in both GAA (General Authorized Access) and PAL (Priority Access License) spectrum tiers - to support use cases as diverse as mobile network densification, FWA (Fixed Wireless Access) in rural communities, MVNO (Mobile Virtual Network Operator) offload and private cellular networks in support of IIoT (Industrial IoT), distance learning and smart city initiatives. Additionally, there has been a surge in the adoption of CBRS small cells as a cost-effective alternative to DAS (Distributed Antenna Systems) for delivering neutral host public cellular coverage in carpeted enterprise spaces, public venues, hospitals, hotels, higher education campuses and schools. Some examples of LTE-based CBRS networks supporting neutral host connectivity to one or more national mobile operators include Meta's corporate offices, City of Hope Hospital, Stanford Health Care, Sound Hotel, Gale South Beach Hotel, Nobu Hotel, Arizona State University, Cal Poly, University of Virginia, Duke University and Parkside Elementary School.

Also well underway are commercial rollouts of 5G NR network equipment operating in the CBRS band, which are laying the foundation for advanced application scenarios with more demanding performance requirements in terms of throughput, latency, reliability, availability and connection density - for example, Industry 4.0 applications such as connected production machinery, mobile robotics, AGVs (Automated Guided Vehicles) and AR (Augmented Reality)-assisted troubleshooting. 5G NR-based CBRS network installations range from private 5G projects at the manufacturing and logistics facilities of Tesla, Toyota Material Handling, BMW Group, John Deere, LG Electronics and Walmart to Comcast's and Charter's ongoing 5G RAN (Radio Access Network) buildouts based on strand-mounted CBRS radios.

SNS Telecom & IT estimates that annual investments in LTE and 5G NR-based CBRS RAN, mobile core and transport network infrastructure will grow at a CAGR of approximately 15% between 2024 and 2027 to surpass $1.3 Billion by the end of 2027. Much of this growth will be driven by private cellular, neutral host and fixed wireless broadband network deployments, followed by a slow but steady expansion of investments in 5G buildouts aimed at improving the economics of cable operators' MVNO services. Complemented by an ever expanding selection of 3GPP Band 48/n48-compatible terminal equipment, the market size for end user devices is even bigger, with unit shipments of IIoT and FWA devices projected to account for $2.4 Billion in annual sales by 2027.

The wider global market for private cellular networks is also continuing its upward trajectory with deployments targeting a multitude of use cases across various industries. These range from localized wireless systems for dedicated connectivity in factories, warehouses, mines, power plants, substations, offshore wind farms, oil and gas facilities, construction sites, maritime ports, airports, hospitals, stadiums, office buildings and university campuses to regional and nationwide sub-1 GHz private wireless broadband networks for utilities, FRMCS (Future Railway Mobile Communication System)-ready networks for train-to-ground communications and hybrid government-commercial public safety LTE networks. Custom-built cellular networks have also been implemented in locations as remote as Antarctica, and there are even plans for installations on the moon's surface and outer space.

The expanding influence of the private LTE and 5G network market is evident from the recent use of rapidly deployable private cellular network-in-a-box systems for professional TV broadcasting, enhanced fan engagement and gameplay operations at major sports events, including Paris 2024 Olympics, 2024 UEFA European Football Championship, North West 200 Motorcycle Race, 2024 World Rowing Cup III, New York Sail Grand Prix, 2024 PGA Championship, 2024 UFL Championship Game and 2024 NFL International Games, as well as the Republican and Democratic national conventions in the run up to the 2024 United States presidential election.

Other examples of high-impact private LTE/5G engagements include but are not limited to multi-site, multi-national private cellular deployments at the industrial facilities of Airbus, BMW, Chevron, John Deere, LG Electronics, Midea, Tesla, Toyota, Volkswagen, Walmart and several other household brand names; Aramco's (Saudi Arabian Oil Company) 450 MHz 3GPP network project and ADNOCS' (Abu Dhabi National Oil Company) 11,000-square kilometer private 5G network for connecting thousands of remote wells and pipelines; defense sector 5G programs for the adoption of tactical cellular systems and permanent private 5G networks at military bases in the United States, Germany, Spain, Norway, Japan and South Korea; service territory-wide private wireless projects of 450connect, Ameren, CPFL Energia, ESB Networks, Evergy, Neoenergia, PGE (Polish Energy Group), SDG&E (San Diego Gas & Electric), Tampa Electric, Xcel Energy and other utility companies; and the recent implementation of a private 5G network at Belgium's Nobelwind offshore wind farm as part of a broader European effort to secure critical infrastructure in the North Sea.

SNS Telecom & IT estimates that global spending on private LTE and 5G network infrastructure for vertical industries will grow at a CAGR of approximately 20% between 2024 and 2027, eventually accounting for more than $6 Billion by the end of 2027. Close to 60% of these investments - an estimated $3.5 Billion - will be directed towards the buildout of standalone private 5G networks, which will become the predominant wireless communications medium to support the ongoing Industry 4.0 revolution for the digitization and automation of manufacturing and process industries. This unprecedented level of growth is likely to transform private LTE and 5G networks into an almost parallel equipment ecosystem to public mobile operator infrastructure in terms of market size by the late 2020s. By 2030, private networks could account for as much as a fifth of all mobile network infrastructure spending.

Spanning over 3,000 pages, the "CBRS & Private LTE/5G Networks: 2024 - 2030 - Opportunities, Challenges, Strategies & Forecasts" report package encompasses two comprehensive reports covering CBRS and private cellular networks:

• LTE & 5G NR-Based CBRS Networks: 2024 - 2030 - Opportunities, Challenges, Strategies & Forecasts

• Private LTE & 5G Network Ecosystem: 2024 - 2030 - Opportunities, Challenges, Strategies, Industry Verticals & Forecasts

This report package presents an in-depth assessment of both CBRS and private LTE/5G markets, including the value chain, market drivers, barriers to uptake, enabling technologies, operational and business models, vertical industries, application scenarios, key trends, future roadmap, standardization, spectrum availability and allocation, regulatory landscape, case studies, ecosystem player profiles and strategies. The report package also provides forecasts for network infrastructure and terminal equipment from 2024 to 2030.

The report package comes with an associated Excel datasheet suite covering quantitative data from all numeric forecasts presented in both reports, as well as two databases tracking over 1,000 LTE/5G NR-based CBRS network installations and more than 7,300 global private LTE/5G engagements.

Additional Details:

Topics Covered

The report package covers the following topics:

Report 1: LTE & 5G NR-Based CBRS Networks: 2024 - 2030 - Opportunities, Challenges, Strategies & Forecasts

• Introduction to LTE and 5G NR-based CBRS networks
• Value chain and ecosystem structure
• Market drivers and challenges
• Technical aspects, including CBRS spectrum sharing rules, system architecture, functional elements, core network integration and security
• Key trends such as the growing prevalence of private cellular networks in industrial and enterprise settings, neutral host small cells, 3GPP-based fixed wireless broadband rollouts, MVNO offload and mobile network densification
• Business models, use cases and application scenarios
• Future roadmap of LTE and 5G NR in CBRS spectrum
• Standardization, regulatory and collaborative initiatives
• 50 case studies of LTE and 5G NR-based CBRS network deployments
• Database tracking more than 1,000 CBRS network engagements
• Profiles and strategies of over 300 ecosystem players
• Strategic recommendations for LTE and 5G NR equipment suppliers, system integrators, service providers, enterprises and vertical industries
• Market analysis and forecasts from 2024 till 2030

Report 2: Private LTE & 5G Network Ecosystem: 2024 - 2030 - Opportunities, Challenges, Strategies, Industry Verticals & Forecasts

• Introduction to private LTE and 5G networks
• Value chain and ecosystem structure
• Market drivers and challenges
• System architecture and key elements of private LTE and 5G networks
• Operational and business models, network size, geographic reach and other practical aspects of private LTE and 5G networks
• Critical communications broadband evolution, Industry 4.0, enterprise transformation and other themes shaping the adoption of private LTE and 5G networks
• Enabling technologies and concepts, including 3GPP-defined MCX, URLLC, TSC, DetNet, NR-U, SNPN and PNI-NPN, RedCap, cellular IoT, high-precision positioning, network slicing, edge computing and network automation capabilities
• Key trends such as the emergence of new classes of specialized network operators, shared and local area spectrum licensing, private NaaS (Network-as-a-Service) offerings, IT/OT convergence, Open RAN, vRAN and rapidly deployable LTE/5G systems
• Analysis of vertical industries and application scenarios, extending from mission-critical group communications and real-time video transmission to reconfigurable wireless production lines, collaborative mobile robots, AGVs (Automated Guided Vehicles) and untethered AR/VR/MR (Augmented, Virtual & Mixed Reality)
• Future roadmap of private LTE and 5G networks
• Review of private LTE and 5G network installations worldwide, including 160 case studies spanning 16 verticals
• Database tracking more than 7,300 private LTE and 5G engagements in over 130 countries across the globe
• Spectrum availability, allocation and usage across the global, regional and national domains
• Standardization, regulatory and collaborative initiatives
• Profiles and strategies of more than 1,800 ecosystem players
• Strategic recommendations for LTE/5G equipment and chipset suppliers, system integrators, private network specialists, mobile operators and end user organizations
• Exclusive interview transcripts from 24 companies across the private LTE/5G value chain: A5G Networks, Anritsu, Ataya, Ballast Networks, CableFree (Wireless Excellence), Cavli Wireless, Celona, Digi International, Druid Software, Ericsson, Future Technologies Venture, InfiniG, JMA Wireless, MosoLabs, Neutroon, Nokia, Pente Networks, Picocom, RADTONICS, Shabodi, Sigma Wireless, Telrad Networks, T-Mobile US and X4000 Communications
• Market analysis and forecasts from 2024 to 2030

Key Questions Answered:

The report package provides answers to the following key questions:

Report 1: LTE & 5G NR-Based CBRS Networks: 2024 - 2030 - Opportunities, Challenges, Strategies & Forecasts

• How big is the opportunity for LTE and 5G NR-based CBRS networks?
• What trends, drivers and challenges are influencing its growth?
• What will the market size be in 2027, and at what rate will it grow?
• Which submarkets and verticals will see the highest percentage of growth?
• What are the business models, use cases and application scenarios for CBRS networks?
• How does CBRS spectrum improve the economics of cable operators' MVNO services?
• How are WISPs (Wireless Internet Service Providers) leveraging CBRS for fixed wireless broadband rollouts in rural and underserved communities?
• What opportunities exist for cable operators, neutral hosts, niche service providers and other new entrants?
• How is CBRS accelerating the uptake of private cellular networks for vertical industries and enterprises?
• How is the commercial availability of 5G NR-based CBRS network equipment setting the stage for Industry 4.0 and advanced applications?
• What are the prospects of non-3GPP technologies in CBRS spectrum?
• Who are the key ecosystem players, and what are their strategies?
• What strategies should CBRS equipment suppliers, system integrators, service providers and other stakeholders adopt to remain competitive?

Report 2: Private LTE & 5G Network Ecosystem: 2024 - 2030 - Opportunities, Challenges, Strategies, Industry Verticals & Forecasts

• How big is the private LTE and 5G network opportunity?
• What trends, drivers and challenges are influencing its growth?
• What will the market size be in 2027, and at what rate will it grow?
• Which submarkets, verticals and regions will see the highest percentage of growth?
• What is the status of private LTE and 5G network adoption in each country, and what are the primary application scenarios of these networks?
• How is private cellular connectivity facilitating the digital transformation of agriculture, manufacturing, mining, oil and gas, transportation, utilities, warehousing and other vertical industries?
• What are the practical and quantifiable benefits of private LTE and 5G networks in terms of productivity improvement, cost reduction and worker safety?
• How are MCPTT capabilities enabling the transition from narrowband LMR systems to 3GPP-based private broadband networks?
• How can satellite backhaul and direct-to-device NTN access expand the reach of private networks in remote environments?
• What are the key characteristics of standalone private 5G networks, and when will URLLC, TSC, RedCap and other 3GPP-defined IIoT features be widely employed?
• Where does network slicing for differentiated service requirements fit in the private cellular networking landscape?
• How can private edge computing accommodate latency-sensitive applications while enhancing data sovereignty and security?
• What are the existing and candidate frequency bands for the operation of private LTE and 5G networks?
• How are CBRS and other coordinated shared/local spectrum licensing frameworks accelerating the uptake of private networks?
• What are the prospects of private 5G networks operating in mmWave spectrum?
• When will sub-1 GHz critical communications LTE networks begin their transition to 5G technology?
• What is the impact of post-pandemic changes on private LTE and 5G network deployments?
• How are telecommunications infrastructure giants, national mobile operators and other incumbents asserting their presence in the market?
• What opportunities exist for managed private LTE/5G service providers, neutral host operators, global system integrators, hyperscalers and other new entrants?
• Who are the key ecosystem players, and what are their strategies?
• What strategies should LTE/5G equipment suppliers, system integrators, private network specialists and mobile operators adopt to remain competitive?

List of Companies Mentioned:

Table of Contents

Report 1: LTE & 5G NR-Based CBRS Networks: 2024 - 2030 - Opportunities, Challenges, Strategies & Forecasts

• Chapter 1: Introduction
• Chapter 2: An Overview of LTE & 5G NR-Based CBRS Networks
• Chapter 3: Technical Aspects of CBRS Networks
• Chapter 4: Business Models, Use Cases & Applications
• Chapter 5: Standardization, Regulatory & Collaborative Initiatives
• Chapter 6: Case Studies of CBRS Network Deployments
• Chapter 7: Market Sizing & Forecasts
• Chapter 8: Key Ecosystem Players
• Chapter 9: Conclusion & Strategic Recommendations

Report 2: Private LTE & 5G Network Ecosystem: 2024 - 2030 - Opportunities, Challenges, Strategies, Industry Verticals & Forecasts

• Chapter 1: Introduction
• Chapter 2: An Overview of Private LTE & 5G Networks
• Chapter 3: Private LTE/5G System Architecture & Technologies
• Chapter 4: Key Vertical Industries & Applications
• Chapter 5: Spectrum Availability, Allocation & Usage
• Chapter 6: Standardization, Regulatory & Collaborative Initiatives
• Chapter 7: Review of Private LTE/5G Installations Worldwide
• Chapter 8: Private LTE/5G Case Studies
• Chapter 9: Key Ecosystem Players
• Chapter 10: Market Sizing & Forecasts
• Chapter 11: Conclusion & Strategic Recommendations
• Chapter 12: Expert Opinion - Interview Transcripts