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无线基础设施市场：2024年第二季报告：2G/3G/4G/5G 无线存取和核心网路
市场调查报告书
商品编码
1539833

无线基础设施市场：2024年第二季报告：2G/3G/4G/5G 无线存取和核心网路

Wireless Infrastructure 2Q24 Report, August 2024: 2G/3G/4G/5G Radio Access & Core Networks
出版日期: | 出版商: Teral Research | 英文 | 商品交期: 请询问到货日

价格
简介目录

本报告调查全球无线基础设施市场，以2024年第二季的 2G、3G、4G、5G 无线接取网路（RAN）和核心网路节点为对象。刊载各地区（北美、中东非洲、亚太地区、加勒比海和拉丁美洲）的2G/3G/4G/5G RAN（包括开放? RAN）和核心网（EPC、vEPC、5GC），2016年至2023年的过去资料，季市场规模和供应商市场占有率，以及到2029年的详细市场预测。历史资料包括超过 30家无线基础设施供应商的销售情况。

目录

摘要

重点：2024年第2季显示无线基础设施市场触底并即将恢復成长

2024年第二季显示无线基础设施市场已触底

  • 只有中国和美国开展了值得注意的活动
  • 虽然所有类别均较去年同期下降，但 5G 和 4G年成长。
  • 儘管采用速度缓慢，5G 仍然是一个积极的信号
  • 华为保持第一的地位并再次扩大市场占有率。诺基亚和中兴通讯也扩大了市场占有率
  • 在核心网路领域，华为和中兴通讯合计占65%的市场占有率，Ericsson仍位居第二

正如预测的那样，高峰已经过去，2023年将是撤资週期的第二年，2024年将是第三年

  • 与 4G 一样，5G 也有长尾
  • 但是，与先前的週期不同的是，没有新的G 会创造新的投资週期。 5G仍是亮点
  • 自2024年 2月发布2023年第四季更新以来，本公司的预测保持不变
  • 如本报告开头所述，市场正处于调整区间。

本公司的长期无线基础设施市场预测显示出下降趋势

  • 随着中国供应商退出部分国家，4G和5G设备二手市场蓬勃发展，压倒其他市场
  • 经过一段时间的中断后，开放 RAN 将从今年开始正式启动。
  • 亚太地区拥有全球最大的无线网路，仍将是最大的市场
  • 北美仍是全球第二大市场
  • 欧洲、中东和非洲（EMEA）地区的5G 普及率将下降到2029年
  • CALA 復苏，未来有望成长
简介目录

This report analyzes the 2Q24 wireless infrastructure market worldwide and covers 2G, 3G, 4G and 5G radio access network (RAN) and core network nodes. It presents historical data from 2016 to 2023, quarterly market size and vendor market shares, and a detailed market forecast through 2029 for 2G/3G/4G/5G RAN, including Open vRAN, and core networks (EPC, vEPC, and 5GC), for each region (North America, Europe Middle East Africa, Asia Pacific, Caribbean Latin America). The historical data accounts for the sales of more than 30 wireless infrastructure vendors, including a few vendors that shared confidential sales data with TERAL RESEARCH. The market forecast is based on a model correlating wireless infrastructure vendor sales with 20 years of service provider network rollout pattern analysis, and upgrade and expansion plans.

TABLE OF CONTENTS

ABSTRACT

KEY TAKEAWAYS: 2Q24 SIGNALED THE WIRELESS INFRASTRUCTURE MARKET IS BOTTOMING OUT, THE RETURN TO GROWTH IS IMMINENT

2Q24 SIGNALED THE WIRELESS INFRASTRUCTURE MARKET IS BOTTOMING OUT

  • CHINA AND THE U.S. WERE THE ONLY COUNTRIES WITH NOTABLE ACTIVITY
  • WHILE ALL CATEGORIES DECLINED YOY, 5G AND 4G GREW SEQUENTIALLY
  • EVEN WITH A SLOWER PACE OF ROLLOUTS, 5G REMAINS THE BRIGHT SPOT
    • A faster migration to 5G SA is greatly desired
    • The potential for LTE-A and VoLTE upgrades remains phenomenal
    • The need for IMS has never been greater, what's wrong with voice?
    • The need for new EPC is vanishing but capacity expansion continues
  • HUAWEI STAYS #1 AND INCREASED ITS SHARE AGAIN; BOTH NOKIA AND ZTE GAINED SHARE
    • For RAN market share, Huawei, Nokia and ZTE increased their share
  • IN CORE NETWORKS, HUAWEI AND ZTE COMBINED COMMAND A 65% MARKET SHARE, ERICSSON STAYED #2
    • The prolonged slow migration to 5G SA continues to hinder 5G core sales
    • There is a huge disconnect between what Ericsson reports and the reality
    • In virtual EPC sales, Huawei kept its #1 position
    • Gaining or keeping market share in the EPC/vEPC market is a tough balancing act

AS RIGHTLY PREDICTED, WE HAVE PASSED THE PEAK AND 2023 WAS THE SECOND YEAR OF THE DISINVESTMENT CYCLE, 2024 WILL BE THE THIRD YEAR

  • LIKE 4G, 5G WILL HAVE A LONG TAIL..
  • BUT UNLIKE PREVIOUS CYCLES, THERE IS NO NEW G TO CREATE A NEW INVESTMENT CYCLE; 5G REMAINS THE BRIGHT SPOT
  • WE HAVE NOT CHANGED OUR FORECASTS SINCE OUR 4Q23/2023 UPDATE PUBLISHED IN FEBRUARY 2024
    • In our 4Q23 update, we revised both our short-term and long-term forecasts downward
  • AS SAID AT THE BEGINNING OF THIS REPORT, THE MARKET HAS ENTERED CORRECTION TERRITORY
    • AT&T's open RAN plan will bring North America back to growth this year
    • Post-5G peak, all other regions will be either down or flat at best

OUR LONG-TERM WIRELESS INFRASTRUCTURE MARKET FORECAST POINTS TO DECLINING TREND

  • FURTHER EXACERBATED BY THE VIBRANT SECONDHAND MARKET FOR 4G AND 5G EQUIPMENT COMING FROM THE REMOVAL OF THE CHINESE VENDORS IN SPECIFIC COUNTRIES THAT SWAMPS OTHER MARKETS
    • With Germany gearing up to remove Huawei's 5G equipment, we expect another cycle of used kits to flood the secondhand market in 2025-2026
  • AFTER THE PAUSE, OPEN RAN WILL START TO RAMP UP THIS YEAR
    • Geopolitics fueled both the open RAN ecosystem and traditional 5G RAN rollouts led by Ericsson, Nokia, and Samsung
  • HOME TO THE WORLD'S LARGEST WIRELESS NETWORK FOOTPRINTS, ASIA PACIFIC WILL REMAIN THE LARGEST MARKET
  • NORTH AMERICA WILL REMAIN THE WORLD'S SECOND LARGEST MARKET
  • EMEA'S 5G WILL DECLINE THROUGH 2029
  • CALA IS BOUNCING BACK WITH POTENTIAL GROWTH AHEAD