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无线基础设施市场:2024年与第3季 - 2G/3G/4G/5G无线存取(点阅)核心网路
市场调查报告书
商品编码
1596788

无线基础设施市场:2024年与第3季 - 2G/3G/4G/5G无线存取(点阅)核心网路

Wireless Infrastructure 3Q24, November 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

本报告分析了2024年第三季全球无线基础设施市场，涵盖2G、3G、4G、5G无线接取网路（RAN）和核心网路节点。 2016年至2023年各地区（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）。数据、季度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。历史数据包括 30 多家无线基础设施供应商的销售情况，其中包括向研究提供机密销售数据的供应商。市场预测是基于无线基础设施供应商销售与 20 年服务供应商网路部署模式分析、升级和扩展计画之间的相关模型。

目录

概要

重要的点:2024年第3季几个改善被看了,不过，结果各式各样

2024年第3季接连改善能看,不过，结果各式各样

  • 北美地区创下季度纪录
  • 公开赛是所有组别中最亮点的
  • 儘管采用速度缓慢，但 5G 仍然是一个积极的信号
    • 强烈希望更快过渡到 5G SA
    • LTE-A 和 VoLTE 升级潜力依然惊人
    • 对 IMS 的需求比以往任何时候都更大，但语音有什么问题吗？
    • 对新 EPC 的需求正在消失，但产能仍在继续扩大
  • 华为仍然排名第一，但爱立信正在缩小差距
    • 爱立信和华为在 RAN 市场占有率方面不分上下
  • 在核心网路领域，华为和中兴通讯合计占62%的市场占有率，爱立信仍位居第二
    • 向 5G SA 的长期缓慢过渡已经结束，将于 2024 年第三季恢復
    • 在虚拟EPC销售方面，华为和爱立信在市占率上处于不分伯仲的状态。
    • 获得或维持 EPC/vEPC 市占率是一项艰难的平衡举措

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
  • 不过，与先前的週期不同的是，没有新的G创造新的投资週期，但5G仍然是一个正面的讯号
  • 由于 2024 年第三季的业绩低于预期，我们下调了 2024 年的预测。
  • 如2024年第二季报告中所提到的，市场将进入调整区域
    • AT&T 的 Open RAN 计画让北美今年重回成长轨道
    • 5G 高峰过后，其他地区的销售量可能会下降，最多也可能保持平稳

我们的长期无线基础设施市场预测显示出持平且略有下降的趋势

  • 随着中国供应商退出某些国家，4G和5G设备二手市场蓬勃发展，压倒其他市场
    • 随着德国准备退役华为的 5G 设备，预计 2025 年至 2026 年新一轮的二手设备将涌入二手市场。
  • 经过一段时间的中断后，开放 RAN 将从今年开始正式启动。
    • 地缘政治因素推动开放 RAN 生态系统和爱立信、诺基亚和三星主导的传统 5G RAN 的部署
  • 亚太地区拥有全球最大的无线网络，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 正在復苏，未来有望成长
简介目录

This report analyzes the 3Q24 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: 3Q24 DELIVERED SOME IMPROVEMENTS BUT IT WAS A MIXED BAG

3Q24 CONTINUES TO SHOW SOME IMPROVEMENT, BUT IT WAS A MIXED BAG

  • NORTH AMERICA MADE THE QUARTER
  • OPEN RAN WAS THE BRIGHTEST SPOT OF ALL CATEGORIES
  • 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
  • ALTHOUGH HUAWEI STAYS #1, ERICSSON IS CLOSING THE GAP
    • For RAN market share, Ericsson and Huawei are neck AND neck
  • IN CORE NETWORKS, HUAWEI AND ZTE COMBINED COMMAND A 62% MARKET SHARE, ERICSSON STAYED #2
    • The prolonged slow migration to 5G SA is over, 3Q24 showed a PICKUP
    • In virtual EPC sales, Huawei and Ericsson are neck and neck in the market lumpiness
    • 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 CUT OUR 2024 FORECAST TO REFLECT THE SLOWER 3Q24 THAN ANTICIPATED
  • AS SAID IN OUR 2Q24 REPORT, THE MARKET HAS ENTERED CORRECTION TERRITORY
    • AT&T's open RAN plan brings North America back to growth this year
    • Post-5G peak, all other regions will BE down or flat at best

OUR LONG-TERM WIRELESS INFRASTRUCTURE MARKET FORECAST POINTS TO FLATNESS AND SLIGHT 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