DCSG(Disaggregated Cell Site Gateways)市场:2024年12月

本报告调查了分解式基地台闸道 (DCSG) 市场的出现。 DCSG 是一款白盒蜂巢式基地台闸道或路由器，基于开放式解耦架构，适用于现有 2G/3G/4G 和 5G 网路。我们分析 DCSG 架构和实施，包括新兴市场生态系统。它还追踪白盒硬体销售情况、按地区划分的软体销售情况，并提供全球蜂窝站点总数和五年市场预测。

目录

概要

重要的要点

RAN 停滞阻碍了新兴 DCSG 市场的起飞，但预计最终将在即将到来的第二个 5G 週期起飞

• 在硬体领域的 EDGECORE 和 UFISPACE 以及软体领域的 CIENA 和 IP INFUSION 的推动下，2024 年销售额预计将达到 6,500 万美元
  • 钯登科技与 UfiSpace 引领硬体领域
  • NOS供应商中，Ciena和IP Infusion表现良好
• 由于 DCSG 停滞，生态系统萎缩
  • 2023 年 2 月，Mavenir 加入虚拟蜂巢式基地台路由器
• 这是暴风雨前的宁静，长期预测正在好转
  • DCSG 单位产量不断增加，占现有全球足迹的 19%（不包括中国）
  • 由于中国明显缺席，全球市场各地区较平衡
  • 5G 替代 CSG 将在整个预测期内保持主流
  • 当 5G 普及时，由于密度更高，新的 DCSG 添加阶段将开始
  • 但是，5G 用例最终将决定 DCSG 的添加速度。

电信网路元素的去中心化是当今面临的课题，DCSG 是首要议题

• AT&T、Telefonica 和 Vodafone 一直是并将继续是权力下放的主要推动者
  • 但是，需要更多的 CSP 进入市场才能创造可行的 DCSG 市场
  • DCSG 在世界许多地区都无法击败 CSG
• 有些人称之为蜂窝基地台网关，其他人称之为路由器。我们的研究表明CSG具有路由能力并且满足路由器的要求。
  • 这些 CSG 存在于 RAN 与聚合路由器之间
  • 将 DCSG 称为白盒子是一个明显而有力的论点。
  • 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
  • 消除供应商锁定和丰富的 NOS 软体是非常有吸引力的驱动力。
  • 此外，对于欧洲通讯服务供应商来说，寻找中国供应商的硬体替代品的需求是次要因素。
• 传统电信供应商正在按照自己的策略前进，不受干扰或受到威胁。
  • 思科于 2019 年 12 月推出 Silicon One 与 IOS XR7，维持领先地位
  • 瞻博网路将云端原生路由器加入到广泛的路由器产品组合中
  • 忘记硬件，软体才是王道
  • 然而，既然 5G 已经达到了临界点，所有人都同意 DCSG 的可行性尚未得到证实。
  • RAN 架构和拓扑以及 5G 用例需要考虑的关键因素
  • 爱立信并未设想在 gNB 或蜂窝基地台提供路由功能
  • 3GPP 第 16 版采用 IAB，这是一种新的回程概念，无需 CSG/CSR
  • 与 4G 相比，5G 毫米波改变了 CSG/CSR 的游戏规则
  • 最终，越去中心化，就越一体化
  • 思科表示，其大多数路由器客户群将维持完全整合的模型

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).

TABLE OF CONTENTS

ABSTRACT

KEY TAKEAWAYS

THE RAN LULL PREVENTS THE NASCENT DCSG MARKET FROM TAKING OFF BUT IT EVENTUALLY WILL WITH THE UPCOMING 2ND 5G CYCLE

• 2024 POINTS TO $65M 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
  • In February 2023, Mavenir joined the party with a virtual cell site router
• THIS WAS THE LULL BEFORE THE STORM, THE LONG-TERM FORECAST IS 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 very compelling 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