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市场调查报告书
商品编码
1840376
2025年全球电信云端市场报告Telecom Cloud Global Market Report 2025 |
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近年来,电信云端市场发展迅速,预计从2024年的447亿美元成长到2025年的513.7亿美元,复合年增长率达14.9%。这段时期的成长可归因于混合云端和多重云端的采用、云端原生架构的出现、NFV(网路功能虚拟化)的早期应用、监管合规性的提升以及人工智慧和机器学习的日益融合。
预计未来几年电信云市场将呈指数级增长,到2029年市场规模将达到1,090.3亿美元,复合年增长率(CAGR)为20.7%。预测期内的成长可归因于以客户为中心的解决方案、不断增强的安全措施、日益普及的云端原生架构、边缘运算需求的成长以及网路流程自动化程度的提高。预测期间的关键趋势包括:注重客户体验、5G网路的部署、边缘运算的整合、开放式区域网路(无线接取网路)以及用于客製化服务的网路切片。
电信云是指软体定义的、具有弹性的云端架构,它使电信业者能够快速推出服务、快速回应需求变化并集中高效地管理资源。
电信云主要分为公有云、私有云端和混合云三种类型。混合云是一种综合性的运算、储存和服务系统,它将本地基础设施与私有云和公有云服务整合在一起。此类云端服务包括基础设施即服务 (IaaS)、平台即私有云端(PaaS) 和软体即服务 (SaaS)。从中小企业到大型企业,电信云端正被广泛应用于各种场景,包括资料储存、运算、效能最佳化和企业应用。使用电信云端服务的终端用户产业涵盖银行、金融服务和保险 (BFSI)、零售、製造、运输和配送、医疗保健、政府、媒体和娱乐等众多产业。
美国在2025年春季突然提高关税及其引发的贸易摩擦,对资讯科技产业,特别是硬体製造、资料基础设施和软体部署领域,产生了重大影响。进口半导体、电路基板和网路设备的关税上涨,推高了高科技公司、云端服务供应商和资料中心的生产和营运成本。在全球范围内采购笔记型电脑、伺服器和消费电子产品零件的公司,面临更长的前置作业时间和价格压力。同时,对专用软体征收的关税以及主要国际市场的报復性措施,扰乱了全球IT供应链,并降低了海外对美国製造技术的需求。为了应对这些挑战,该产业正在加大对国内晶片生产的投资,扩大供应商网络,并利用人工智慧驱动的自动化技术来增强韧性,更有效地控製成本。
电信云端市场研究报告是商业研究公司最新发布的系列报告之一,提供电信云端市场统计数据,例如全球市场规模、区域份额、竞争对手及其市场份额、详细的电信云端市场细分、市场趋势以及电信云端产业的商机。本电信云端市场研究报告对该行业的现状和未来发展趋势进行了深入分析,为您提供所需的一切全面资讯。
未来五年20.7%的成长率预测较我们先前对该市场的预测略微下调了0.4%。这一下调主要归因于美国与其他国家之间的关税影响。关税可能透过限制对离岸资料中心和混合云端工具的访问,以及阻碍云端原生电信转型倡议,间接影响通讯业者云端服务供应商。此外,由于互惠关税以及贸易紧张局势和限制加剧对全球经济和贸易的负面影响,关税的影响范围将更加广泛。
在家工作(WFH) 需求的激增是电信云端市场的主要驱动力。由于新冠疫情的影响,在家工作模式已广泛普及,迫使企业长期关闭办公室。电信云端使员工能够摆脱传统办公环境的束缚,实现远距办公。根据《富比士》2023年6月报道,12.7%的全职员工远距办公,28.2%的员工采用混合办公模式。预计这一趋势将持续,到2025年,预计将有3,260万美国人远距办公,将推动对电信云端解决方案和服务的需求。
5G网路的快速部署预计将推动电信云端市场的成长。作为第五代无线技术,5G能够实现更快的资料通讯和更低的延迟,使其适用于资料密集型应用。随着5G普及率的提高,数据流量将爆炸性成长,迫使通讯业者提升网路容量和效能。根据爱立信公司(Telefonaktiebolaget LM Ericsson)2023年5月发布的报告,全球5G网路部署正在稳步推进,预计到2028年,网路数量将成长约85%,达到约240个。此外,根据5G Americas 2023年4月发布的报告,预计2022年5G无线连线数将达到10.5亿,成长76%,到2023年底将达到19亿,到2027年将达到59亿。
技术创新和进步是推动电信云端市场发展的关键趋势。该领域的众多公司正在开发功能更强大的先进解决方案。其中一项显着的进步是人工智慧驱动的自动化。主要通讯服务提供者 (CSP) 目前正在使用或计划采用人工智慧 (AI) 来实现自动化自我诊断和问题识别。例如,美国资料云公司 Snowflake 于 2023 年 2 月发布了电信资料云端。该服务将 Snowflake 的数据平台与 Snowflake 及其合作伙伴提供的解决方案以及特定产业数据集整合在一起。这使通讯服务提供者能够打破其组织内部和整个生态系统中的资料孤岛,并促进对资料的安全、近即时存取。使用者可以使用机器学习 (ML) 模型丰富这些数据,并共用和分析这些数据以进行明智的决策。透过电信数据云,Snowflake 及其合作伙伴生态系统旨在帮助通讯服务供应商加速数位转型,改善客户体验,优化营运效率,并抓住新的资讯服务机会。
电信云端市场包括为工程基础设施、基础设施管理服务、智慧工程自动化、智慧流程自动化和知识流程外包提供永续劳动力云端服务的营业单位所获得的收入。市场价值包括服务供应商销售的或包含在其服务产品中的相关商品的价值。仅包括在营业单位之间交易或销售给最终消费者的商品和服务。
The telecom cloud denotes a software-defined, highly resilient cloud architecture that empowers telecommunications companies to swiftly launch services, respond promptly to changes in demand, and efficiently manage resources centrally.
The primary types of telecom cloud encompass the public cloud, private cloud, and hybrid cloud. The hybrid cloud is a comprehensive computing, storage, and services system that integrates on-premises infrastructure with private and public cloud services. The cloud services offered within these categories include Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and Software as a Service (SaaS). Small and medium enterprises (SMEs) as well as large enterprises adopt telecom cloud for various applications, including data storage, computing, achieving, enterprise applications, and more. The end-user sectors utilizing telecom cloud services span BFSI, retail, manufacturing, transportation and distribution, healthcare, government, media and entertainment, and other industries.
Note that the outlook for this market is being affected by rapid changes in trade relations and tariffs globally. The report will be updated prior to delivery to reflect the latest status, including revised forecasts and quantified impact analysis. The report's Recommendations and Conclusions sections will be updated to give strategies for entities dealing with the fast-moving international environment.
The sharp rise in U.S. tariffs and the ensuing trade tensions in spring 2025 are having a significant impact on the information technology sector, especially in hardware manufacturing, data infrastructure, and software deployment. Increased duties on imported semiconductors, circuit boards, and networking equipment have driven up production and operating costs for tech companies, cloud service providers, and data centers. Firms that depend on globally sourced components for laptops, servers, and consumer electronics are grappling with extended lead times and mounting pricing pressures. At the same time, tariffs on specialized software and retaliatory actions by key international markets have disrupted global IT supply chains and dampened foreign demand for U.S.-made technologies. In response, the sector is ramping up investments in domestic chip production, broadening its supplier network, and leveraging AI-powered automation to improve resilience and manage costs more effectively.
The telecom cloud market research report is one of a series of new reports from The Business Research Company that provides telecom cloud market statistics, including Telecom cloud industry global market size, regional shares, competitors with a telecom cloud market share, detailed telecom cloud market segments, market trends and opportunities, and any further data you may need to thrive in the telecom cloud industry. This telecom cloud market research report delivers a complete perspective of everything you need, with an in-depth analysis of the current and future scenarios of the industry.
The telecom cloud market size has grown rapidly in recent years. It will grow from $44.7 billion in 2024 to $51.37 billion in 2025 at a compound annual growth rate (CAGR) of 14.9%. The growth in the historic period can be attributed to hybrid and multi-cloud deployments, emergence of cloud-native architectures, early adoption of NFV (network function virtualization), adaptation to regulatory compliance, advancements in ai and machine learning integration.
The telecom cloud market size is expected to see exponential growth in the next few years. It will grow to $109.03 billion in 2029 at a compound annual growth rate (CAGR) of 20.7%. The growth in the forecast period can be attributed to customer-centric solutions, enhanced security measures, expansion of cloud-native architectures, rising demand for edge computing, increased automation of network processes. Major trends in the forecast period include focus on customer experience, 5g network deployment, edge computing integration, open ran (radio access network), network slicing for customized services.
The forecast of 20.7% growth over the next five years reflects a modest reduction of 0.4% from the previous estimate for this market. This reduction is primarily due to the impact of tariffs between the US and other countries. Tariffs might indirectly affect telecom cloud providers by restricting access to offshore data centers and hybrid cloud tools, complicating cloud-native telco transformation initiatives. The effect will also be felt more widely due to reciprocal tariffs and the negative effect on the global economy and trade due to increased trade tensions and restrictions.
The surge in demand for telecommuting (WFH) methods stands as a significant driver for the telecom cloud market. The adoption of work-from-home practices became widespread due to the COVID-19 pandemic, forcing organizations to close offices for an extended period. The telecom cloud enables the deployment of workers beyond the conventional office setting. As reported by Forbes in June 2023, 12. 7% of full-time employees are working remotely, and 28. 2% follow a hybrid model. The trend is expected to continue, with an estimated 32. 6 million Americans working remotely by 2025, leading to increased demand for telecom cloud solutions and services.
The rapid rollout of 5G networks is anticipated to fuel the growth of the telecom cloud market. 5G, the fifth generation of wireless technology, offers higher data speeds and lower latency, making it suitable for data-intensive applications. The increasing adoption of 5G will result in a surge in data traffic, necessitating telecom operators to enhance network capacity and capabilities. According to Telefonaktiebolaget LM Ericsson in May 2023, the global deployment of 5G networks is underway, with around 240 networks, and it is projected to increase by approximately 85% by 2028. Additionally, 5G wireless connections rose by 76% to 1. 05 billion in 2022, expected to reach 1. 9 billion by the end of 2023 and 5. 9 billion by 2027, as per 5G Americas in April 2023.
Technological innovations and advancements are a significant trend gaining traction in the telecom cloud market. Numerous companies within this sector are developing advanced solutions with enhanced features. One notable advancement is the use of artificial intelligence-powered automation. Leading communication service providers (CSPs) are either currently using or planning to adopt artificial intelligence (AI) to automate self-diagnostics and problem identification. For example, in February 2023, Snowflake, a US-based Data Cloud company, introduced the Telecom Data Cloud. This offering integrates Snowflake's data platform with both Snowflake- and partner-delivered solutions, along with industry-specific datasets. It helps telecommunications service providers eliminate data silos within their organizations and across the wider ecosystem, facilitating secure, near real-time access to data. Users can augment this data with machine learning (ML) models and share and analyze it for informed decision-making. Through the Telecom Data Cloud, Snowflake and its partner ecosystem aim to support telecommunications service providers in accelerating digital transformation, improving customer experiences, optimizing operational efficiency, and seizing new data service opportunities.
Major companies in the telecom cloud market are expanding their operations through strategic partnerships. This approach involves leveraging each other's strengths and resources for mutual benefits. In July 2022, Deutsche Telekom and Google Cloud formed a partnership to create a roadmap for the telecommunications industry. This collaboration aims to bring cloud capabilities to the edge of Deutsche Telekom's network, closer to mobile and connected devices.
In February 2022, IBM, a US-based technology and consulting firm, acquired Sentaca for an undisclosed sum. This acquisition aimed to bolster IBM's hybrid cloud consulting division by incorporating Sentaca's expertise in telecommunications consulting services and solutions. Sentaca is a US-based software consulting and professional services company that specializes in automation and cloud-native solutions for telecommunications and future networks.
Major companies operating in the telecom cloud market include AT&T Inc., BT Group PLC, Verizon Communications Inc., Vodafone Group PLC, China Telecommunications Corporation, Amazon Web Services Inc. (AWS), Microsoft Corporation, International Business Machines Corporation (IBM), VMware Inc., Telefonaktiebolaget LM Ericsson, Nokia Corporation, Cisco Systems Inc., Red Hat Inc., Mavenir Systems Inc., Huawei Technologies Co. Ltd., Google LLC, Oracle Corporation, Deutsche Telekom AG, China Mobile Communications Corporation, China Unicom (Hong Kong) Limited, Orange S. A., NTT Communications Corporation, SoftBank Group Corp., Singapore Telecommunications Limited (Singtel), Telstra Corporation Limited, CenturyLink Inc., Colt Technology Services Group Limited, Tata Communications Limited, Zayo Group Holdings Inc., Windstream Holdings Inc.
North America was the largest region in the telecom market in 2024. Asia-Pacific is expected to be the fastest-growing region in the forecast period. The regions covered in the telecom cloud market report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East, Africa
The countries covered in the telecom cloud market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Russia, South Korea, UK, USA, Italy, Canada, Spain.
The telecom cloud market includes revenues earned by entities providing engineering infrastructure sustainability talent cloud, infrastructure management services, intelligent engineering automation, intelligent process automation, knowledge process outsourcing. The market value includes the value of related goods sold by the service provider or included within the service offering. Only goods and services traded between entities or sold to end consumers are included.
The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD, unless otherwise specified).
The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.
Telecom Cloud Global Market Report 2025 from The Business Research Company provides strategists, marketers and senior management with the critical information they need to assess the market.
This report focuses on telecom cloud market which is experiencing strong growth. The report gives a guide to the trends which will be shaping the market over the next ten years and beyond.
Where is the largest and fastest growing market for telecom cloud ? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward, including technological disruption, regulatory shifts, and changing consumer preferences? The telecom cloud market global report from the Business Research Company answers all these questions and many more.
The report covers market characteristics, size and growth, segmentation, regional and country breakdowns, competitive landscape, market shares, trends and strategies for this market. It traces the market's historic and forecast market growth by geography.
The forecasts are made after considering the major factors currently impacting the market. These include the technological advancements such as AI and automation, Russia-Ukraine war, trade tariffs (government-imposed import/export duties), elevated inflation and interest rates.