DCSG（分类基地台网关）的全球市场（2023 年 12 月）

本报告调查了新兴的 DCSG（分类基地台网关） (Disaggregated Cell Site Gateway) 市场。DCSG 是一款白盒蜂巢式基地台闸道或路由器，基于开放式分散式架构，适用于现有 2G/3G/4G 和 5G 网路。本报告分析了 DCSG 架构和实施，包括新兴市场生态系统。本报告按地区（北美、欧洲/中东/非洲、亚太地区、加勒比海/拉丁美洲）追踪白盒硬体销售和软体销售。此外，它还包括全球蜂窝基地台总数以及未来五年的市场预测。这个市场仍处于起步阶段，因此供应商尚未准备好公布其市场占有率。

本报告中收集和产生的所有数字（例如DCSG 单位和收入）均基于无线接入网络(RAN)，这是一种新型分布式网络，用于收集、传输和路由进出蜂窝站点的移动流量。它与节点有关。

本报告涵盖的公司包括Cisco、Ericsson、Juniper Networks、Nokia Networks等老牌电信网路设备供应商，以及 10 多家专业 NOS（网路作业系统）和白盒硬体公司。

目录

概述

重点

新兴DCSG市场：虽仍处于早期阶段，但预计在即将到来的第二个5G週期中全面普及

• 到 2023 年，销售额预计将达到 8,600 万美元，其中硬体方面以 Edgecore 和 UfiSpace 为首，软体方面以 Ciena 和 IP Infusion 为首。
  • Edgecore与 UfiSpace 引领硬体领域
  • NOS供应商中，Ciena和IP Infusion表现良好
• DCSG 停滞导致生态系统萎缩
  • 与此同时，Mavenir 凭藉其虚拟蜂窝基地台路由器进入了该领域。
• 2024年展望与长期前景光明
  • DCSG 产量不断增加，占全球现有产量的 19%（不包括中国）。
  • 由于中国明显缺席，全球市场在区域之间更加平衡。
  • 5G 取代 CSG 将在整个预测期内继续占据主导地位。
  • 一旦 5G 普及，由于密度增加，新的 DCSG 添加阶段将开始。
  • 然而，5G 用例最终将决定 DCSG 的添加速度。

通讯网路元素的去中心化：DCSG 将此视为重中之重，并将继续这样做。

• AT&T、TELEFONICA、VODAFONE：现在与未来去中心化的主要驱动力。
  • 然而，需要更多的 CSP 进入市场才能创造一个可行的 DCSG 市场。
  • 在世界许多地方，DCSG 无法与 CSG 竞争。
• 有些人称之为蜂窝站点网关 (CSG)，有些人称之为路由器：CSG 提供路由功能并满足路由器的要求。
  • 此CSG存在于RAN和聚合路由器之间。
  • 将 DCSG 称为白盒子显然是一个强有力的主张。
  • 在某些时候，聚合路由器和核心路由器预计将成为下一个。
  • 一级 CSP 透过 TIP 支持和促进权力下放工作。
  • 消除供应商锁定和 NOS 软体的丰富性是 DCSG 的主要驱动力。
  • 此外，寻找中国供应商的硬体替代品的需求成为欧洲通讯服务提供者的第二个驱动因素。
• 传统电信厂商：他们泰然自若，没有受到威胁，按照自己的策略走得很好。
  • Cisco：2019年12月推出Silicon One和IOS XR7，维持领先。
  • Juniper Networks：将云端原生路由器加入其广泛的路由器产品组合中。
  • 忘记硬件，软体才是王道。
  • 但所有人都认为，随着 5G 已经达到临界规模，DCSG 的可行性尚未得到证实。
  • RAN 架构和拓朴以及 5G 用例是需要考虑的重要因素。
  • Ericson：gNB 和小区站点都不承担任何路由功能。
  • 3GPP 第 16 版：采用新的回程概念 IAB，消除了对 CSG/CSR 的需求。
  • 与 4G 相比，5G 毫米波改变了 CSG/CSR 的游戏规则。
  • 毕竟，越去中心化，就越一体化。
  • Cisco表示：其大多数路由器客户群将维持完全整合的模式。

This report explores the emergence of the Disaggregated Cell Site Gateways (DCSG) market. DCSG is a white-box cell site gateway or router based on an open and disaggregated architecture for existing 2G/3G/4G and 5G networks. This report analyzes DCSG architectures and implementations, including the emerging market ecosystem. It tracks white box hardware units and sales, and software sales, all broken down by regions: North America, Europe Middle East Africa, Asia Pacific, and Caribbean Latin America. The report provides the total number of cell sites worldwide and 5-year market forecasts. As this market is just emerging, it is too early to publish vendor market shares.

All numbers (e.g., DCSG units and sales) collected and generated in this report relate to the novel disaggregated network nodes that perform the collection, the transport and the routing of mobile traffic coming in and out of the cell site in a radio access network (RAN).

Companies covered in this report include more than a dozen NOS and white-box hardware specialists as well as established telecom network equipment vendors such as Cisco, Ericsson, Juniper Networks and Nokia Networks.

About the author:

Stephane Teral , Founder & Chief Analyst.

With over 35 years of experience in the telecommunications industry, including 28 years in Silicon Valley, Stephane Teral is regarded as one of the top analysts in his field, having been the trusted advisor at some of the world's largest telecom providers and manufacturers. He specializes in next-generation wireless infrastructure including 5G and 6G, network disaggregation and automation, cloud and quantum networking, programmable core networks and communications service provider digital transformation.

As an advisor to start-ups, service providers, vendors and the investment community, Stephane helps clients identify new market opportunities, conducts due diligence, and advises on positioning, product development, business plans and M&A. A highly sought thinker and speaker, Stephane is frequently quoted in prestigious publications such as The Economist, Nikkei Asia, Le Monde, Les Echos, L'Usine Nouvelle, Barron's, and The Wall Street Journal. He also chairs and presents at global industry events including Brooklyn 6G Summit, FYUZ, GSMA Mobile World Congress, OCP Regional Summit, and NGMN IC&E. Stephane has been a frequent expert judge for industry and technology innovation awards, such as the GSMA Global Mobile Awards (the GLOMOS), and the Layer123 World Congress.

Stephane founded TERAL RESEARCH in January 2023 after 2 years as a Chief Analyst at LightCounting, which he joined in May 2020, after serving as a Technology Fellow at IHS Markit where he was also rewarded with the 2016 Market Research Excellence Award. Previously, he spent 8 years as a principal analyst at Infonetics Research after starting his analyst career at RHK, where he developed the European optical coverage and helped carriers migrate from PSTN to next-generation networks. Prior to RHK, he was an R&D engineer and project manager with Alcatel where he deployed the CATV optical networks that allowed the 1992 Olympics and the grand opening of Euro Disney to be televised using fiber optics for the first time. Stephane is a McGowan Scholar at the McLaren School of Business of the University of San Francisco where he received his MBA with an emphasis in telecommunications. He holds an engineering degree in telecommunications from the Institut Polytechnique de Paris, France.

TABLE OF CONTENTS

ABSTRACT

KEY TAKEAWAYS

THE NASCENT DCSG MARKET REMAINS IN ITS INCIPIENT STAGES BUT WILL EVENTUALLY TAKE OFF WITH THE UPCOMING 2ND 5G CYCLE

• 2023 POINTS TO $86M IN SALES LED BY EDGECORE AND UFISPACE FOR HARDWARE AND CIENA AND IP INFUSION FOR SOFTWARE
  • Edgecore and UfiSpace lead the hardware category
  • Among the NOS suppliers, Ciena and IP Infusion are thriving
• THE DCSG LULL SHRUNK THE ECOSYSTEM
  • Meanwhile, Mavenir has joined the party with a virtual cell site router
• 2024 AND THE LONG-TERM FORECAST ARE LOOKING UP
  • DCSG unit volumes are ramping up to account for 19% of the worldwide existing footprint, excluding China
  • The notable absence of China makes the worldwide market more balanced across regions
  • 5G-driven CSG replacement will remain predominant throughout the forecast period
  • Once 5G becomes ubiquitous, densification will trigger a phase of new DCSG addition
  • But ultimately, 5G use cases will dictate the DCSG addition rate

TELECOM NETWORK ELEMENT DISAGGREGATION STAYS A L'ORDRE DU JOUR WITH DCSG AT THE TOP OF THE AGENDA

• AT&T, TELEFONICA AND VODAFONE HAVE BEEN AND REMAIN THE MAJOR DRIVING DISAGGREGATION FORCE
  • But the market needs more CSPs to take the plunge and create a viable DCSG market
  • In many places in the world, the DCSG can't beat the CSG!
• SOME SAY CELL SITE GATEWAY, OTHER SAY ROUTER; OUR RESEARCH INDICATES CSG HAVE ROUTING CAPABILITIES AND FIT THE ROUTER BILL
  • These CSGs reside between the RAN and the aggregation router
  • Calling a DCSG a white box is an unambiguous strong statement
  • At some point, aggregation and core routers will be next
  • Tiers 1 CSPs support and through TIP, drive the disaggregation journey
  • The elimination of vendor lock in and the abundance of NOS software are the chief DCSG drivers
  • In addition, for European CSPs, the need to find hardware alternatives to Chinese vendors was a secondary driver
• UNFAZED AND UNTHREATENED, THE TRADITIONAL TELECOM VENDOR ESTABLISHMENT IS CHUGGING ALONG WITH THEIR OWN STRATEGY
  • With its Silicon One and IOS XR7 launched in December 2019, Cisco maintains its lead
  • Juniper Networks added a cloud-native router to its broad router portfolio
  • Forget the hardware, software is king
  • However, all agree that with 5G reaching critical mass, the viability of the DCSG remains to be proven
  • RAN architecture and topology and 5G use cases are the key factors for consideration
  • Ericsson neither envisions routing functionality at the gNB nor at the cell site
  • 3GPP Rel. 16 features IAB, a new backhaul concept that eliminates the need for CSGs/CSRs
  • Compared to 4G, 5G mmWave is a CSG/CSR game changer
  • And at the end of the day, the more disaggregation, the more integration
  • Cisco says a majority of its router customer base will stick with the fully integrated model