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AI驱动的RAN（2025年 1月）
市场调查报告书
商品编码
1648097

AI驱动的RAN（2025年 1月）

AI-Driven RAN, January 2025
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

多租户 RAN/AI 服务可提高资本投资效率和收入多样化

资料来源：Softbank Corp. Research Institute of Advanced Technology，2024年 12月

本报告研究了 AI 驱动的RAN 市场，并对硬体、软体和服务的市场规模进行了估计和预测。

目录

摘要

重要事项

AI 已经出现在 RAN 中，并准备主导它。让我们为AI-RAN做好准备！

  • 同时运作和管理 RAN 和 AI 工作负载的能力将定义 AI-RAN
    • NVIDIA 的AI-RAN 将传统 RAN 从注重成本转变为注重利润
  • SoftBank计画在2026年推出 AI-RAN，而Microsoft则提出为 6G RAN 打造分散式 AI 平台
    • 无论Microsoft和SoftBank如何在 RAN 中使用 AI，它都需要无缝整合到现有网路中。
  • AI-RAN 将把 GPU 引进 RAN
    • 这引发了 GPU 与 CPU 的激烈争论。
  • AITRAS 是SoftBank AI-RAN 的名称，其中还包括Fujitsu的RU 和 VRAN 软体。
    • 基于 GPU 的AI-RAN 是一项昂贵的提议，但SoftBank并不这么认为
    • Microsoft和SoftBank的AI-RAN 研究促成了 AI-RAN 联盟的成立
    • 虽然 RAN 的AI 已经可用，SoftBank已经对 AI 和 RAN 进行了测试，但 RAN 上的AI 是不可行的。
  • 基于GPU的RAN仍处于起步阶段，但RAN的AI市场蓬勃发展
    • 在整个预测期内，RAN 的AI 将主导 AI-RAN 市场
    • SoftBank 预计将于2026年在其 RAN 覆盖范围内部署 AITRAS
    • 日本和韩国预计将率先采用 GRAN 作为 6G 的途径
    • 在美国，目前只有 T-Mobile 加入，但他们并不着急
  • 中国的目标是 L4 自主网路，并拥有自己的AI-RAN 方法和生态系统
    • 事实上，DeepSeek 可以为中国提供一种更便宜的替代方案，改变全球人工智慧秩序。
    • DeepSeek R1 对华为 Ascend 平台的支援对 Nvidia 乃至 AI-RAN 联盟构成了直接挑战。
  • 如果没有从 D-RAN 到 C-RAN、VRAN 和 OPEN RAN 的演进，AI-RAN 可能无法实现
    • 嵌入 D-RAN 的D-SON 为 RAN 的AI 铺平了道路
    • RAN 的AI 始于2008年 3GPP SON 演算法的引进
    • 3GPP AI RAN Rel.18 利用 SON 和 MDT，是 5G-Advanced 中第一个将 AI 和 ML 引进 RAN 的版本
    • 3GPP Release 19 继续融入 AI/ML，让 5G-Advanced 更加智能 从 ML 到 LLM，实现 RAN 最佳化
    • 生成式人工智慧是实现自主 RAN 的突破
    • Aira Technologies 采用生成式 AI 来增强现有软体、加速 RAN 自动化并实现其自主 RAN 愿景

生态系统是 "AI FOR RAN" ，现在是时候为AI-RAN做好准备了！

  • 各大 RAN 供应商均致力于 RAN 的AI，并进行 AI-RAN 的研发
    • Ericsson将 AI 嵌入其 L1、L2 和 L3 RAN 产品组合中
    • Nokia提出神经发射器、解映射器和接收器
    • 三星进行 AI-RAN 研究，并研究如何将 AI 融入 RAN
  • 如前所述，Huawei和ZTE致力于自主网路，包括 GENAI、LLM 和 AIRAN 组件。
    • Huawei的IntelligentRAN 使用生成式 AI，但尚不清楚它是否是 DeepSeek
    • ZTE推出 uSmartNets 平台，其中包括用于 RAN 的AI 元件
简介目录

Using the AI-RAN Alliance framework as its foundation and leveraging our RAN Automation report, this new report sizes and forecasts the AI-driven RAN hardware, software and services revenue market. Defined as AI-RAN, it includes GPU-based RAN (gRAN) and its orchestrator; the O-RAN Alliance's near-Real Time RAN Intelligent Controller (RIC) xApps, non-Real Time RIC rApps, and service management orchestration (SMO); and the Third Generation Partnership Project's (3GPP) self-organizing networks (SON). Lastly, this report analyzes the ongoing evolution of AI-powered SON to RIC and SMO to AI-RAN.

Multitenant RAN and AI services enhance capital investment efficiency
and revenue difersification

                  Source: Softbank Corp. Research Institute of Advanced Technology, December 2024.

TABLE OF CONTENTS

ABSTRACT

KEY TAKEAWAYS

AI IS ALREADY IN THE RAN AND READY TO TAKE IT OVER, GEAR UP FOR AI-RAN!

  • THE ABILITY TO RUN AND MANAGE RAN AND AI WORKLOADS CONCURRENTLY DEFINES AI-RAN
    • NVIDIA's AI-RAN transforms traditional RAN from a cost center to a profit center
  • WHILE SOFTBANK PLANS TO DEPLOY AI-RAN IN 2026, MICROSOFT PROPOSES A DISTRIBUTED AI PLATFORM FOR 6G RAN
    • Whatever Microsoft and SoftBank do with AI in the RAN, it needs to be smoothly integrated in existing networks
  • AI-RAN BRINGS GPU TO THE RAN
    • That sparked an agitated GPU vs. CPU debate!
  • AITRAS IS THE NAME OF SOFTBANK'S AI-RAN THAT ALSO INCLUDES FUJITSU'S RU AND VRAN SOFTWARE
    • A GPU-based AI-RAN is an expensive proposition but SoftBank does not think so
    • Microsoft's and Softbank's AI-RAN research led to the launch of the AI ran alliance
    • While AI for RAN is here, SoftBank validated AI and RAN but AI on RAN is far fetched
  • WHILE GPU-BASED RAN IS INCIPIENT, THE AI FOR RAN MARKET IS ALIVE AND KICKING
    • AI for RAN will dominate the AI-RAN market throughout the forecast period
    • We count on Softbank to introduce its AITRAS in its RAN footprint in 2026
    • We expect Japan and South Korea to be early adopters of GRAN as a path to 6G
    • In the U.S., only T-Mobile is on board so far but not in a rush
  • CHINA IS SHOOTING FOR L4 AUTONOMOUS NETWORKS AND HAS ITS OWN AI-RAN APPROACH AND ECOSYSTEM
    • In fact, with DeepSeek, China has a cheaper alternative to offer, which is going to change the world's AI order
    • DeepSeek R1's support for Huawei's Ascend platform poses a direct challenge to Nvidia and therefore, to the AI-RAN Alliance
  • AI-RAN WOULD HAVE NEVER BEEN POSSIBLE WITHOUT THE EVOLUTION FROM D-RAN TO C-RAN, VRAN AND OPEN RAN
    • Embedded in D-RAN, D-SON paved the way to AI for RAN
    • AI for RAN started with the introduction of 3GPP SON algorithms in 2008...
    • Leveraging SON and MDT, 3GPP AI RAN Rel. 18 is the first release of 5G-Advanced that introduces AI and ML to the RAN
    • 3GPP Release 19 will continue to embed AI/ML to make 5G-Advanced more intelligent
    • From ML to LLMs for RAN optimization
    • Generative AI is a quantum leap in the realization of autonomous RAN
    • Aira Technologies adopted GenAI to augment its existing software, accelerate RAN automation, and deliver its autonomous RAN vision

THE ECOSYSTEM IS AT "AI FOR RAN," TIME TO GEAR UP FOR AI-RAN!

  • LEADING RAN VENDORS STAY BUSY WITH AI FOR RAN WHILE CONDUCTING AI-RAN R&D
    • Ericsson is incorporating AI in its RAN portfolio across L1, L2, L3
    • Nokia proposes a neural transmitter, demapper and receiver
    • Samsung is conducting research on AI-RAN, looking at how to integrate AI into RAN
  • AS POINTED EARLIER, HUAWEI AND ZTE ARE FOCUSED ON AUTONOMOUS NETWORK, WHICH INCLUDES GENAI, LLM AND AN AIRAN COMPONENT
    • Huawei's IntelligentRAN uses Generative AI, we don't know if it is DeepSeek
    • ZTE provides its uSmartNets platform that includes an AI for RAN component