开放式虚拟RAN(vRAN)的全球市场:市场规模与预测(2025年3月)

Open Virtual RAN (vRAN) Market Size & Forecast, March 2025

出版日期: 2025年03月27日 | 出版商:

Teral Research | 英文 | 商品交期: 请询问到货日

价格

简介目录

本报告深入探讨了无线存取网路的虚拟化和分解，并涵盖了从 RAN 功能的基本虚拟化（vRAN）到新的开放架构规范（如 Open RAN）等各种思想流派，遵循 TIP 计划和 O-RAN 联盟，旨在减少对传统供应商提供的专有 RAN 设备的依赖。 vRAN 部分取自我们现有的 RAN 规模和预测，并按 2G/3G/4G 5G 以及每个地区的 vCU/vDU 和 RU 进行细分，同时也研究了室内 DAS 替代的潜力。该报告涵盖了广泛的新兴供应商生态系统。最后，由于超过 95% 的 Open RAN 部署都是 vRAN，我们将这个市场称为 Open vRAN。

今年，我们预计 AT&T 的推出将带来另一个显着的成长，但这并没有改变我们在 2024 年第一季更新的预测
2025年将成为全球开关年
- 预计到 2029 年，开放式 vRAN 在全球传统 RAN 销售额的渗透率将达到 30%，高于 2024 年的 4.5%
- 到目前为止，亚太地区是全球最大的开放式 vRAN 市场，但美国正在大规模觉醒
- 在向 Open RAN 投入资金的国家中，美国正在努力争取全球主导地位
- 北美预计在 2025 年达到 20% 的 RAN 销售渗透率，并在 2030 年达到 63%
- 开放性、可扩展性和创新性仍然是三大主要驱动力
- 我们相信，几乎所有商用 Open RAN 网路都将在软体上运行 RAN 功能
- vRAN 和 Open RAN 是两种不同的配置
- Boost Mobile 和 Rakuten Mobile 将 Cloud RAN 推向黄金时段
- 最后，值得注意的是，Open RAN 最初是一种非虚拟架构

儘管Open VRan復兴已经开始，但生态系统的可持续性正面临压力

儘管一些旧课题依然存在，但反对者仍然坚持己见
同时，庞大的 Open RAN 生态系统不断发展、整合、重组和资本重组
- 早期的绿地开放式 RAN 采用者采用了多供应商方法…
- ……现在正受到棕地采用者和復兴参与者的攻击
- 在后 5G 时代，一级通讯服务提供者 (CSP) 被爱立信和诺基亚的大量 5G 足迹所锁定
- 在这个阶段，大型一级 CSP 似乎倾向于效仿 AT&T，在 Open vRAN 部署方面严重依赖单一大型供应商
- 审查后，整合和重组正在推进
- 从 OREX 到 OREX SAI，Open RAN 先驱 Docomo 创建了 Rakuten Symphony 的克隆版本
- 京瓷加入 Open RAN 潮流！
以上都是华为禁令的直接后果
- 对于世界上的大多数人来说，禁止中国供应商的任务已经完成...
- ...国际合作正处于最佳状态
- 这也推动了一系列区域和国家倡议的诞生

OPEN VRAN 是中立主机、室内用例的有力候选者，尤其适合作为 DAS 的替代品

全球中立主机公司正在将 Open RAN 和 Open VRAN 视为其工具包的新架构
目前基于 C-RAN 的 DAS 架构为 Open VRAN 升级提供了大量机会
- 2026年，室内开放? RAN/开放式DAS市场将超越室内DAS
- 目前，私人无线网路仍然是开放的 vRAN 利基市场，但 90% 的大型企业安装的是传统 RAN
- 然而，随着 DAS 替代转向较小的场所，开放式 vRAN 最终将在某个时候渗透到中小企业领域
- 室内 5G 覆盖是 vRAN 的驱动力

简介目录

This report takes a deep dive into the virtualization and disaggregation of radio access networks and analyzes the various schools of thoughts ranging from basic virtualization of RAN functions (vRAN) to new open architectures such as open RAN, following the TIP initiative and the O-RAN Alliance specifications, designed to cut the dependency on proprietary RAN equipment supplied by the traditional vendors. The vRAN segment is taken from our existing RAN size and forecasts and broken down by 2G/3G/4G versus 5G, as well as by vCU/vDU and RU for each region, and also looks at the potential for indoor DAS replacement. The report covers a wide emerging ecosystem of vendors. Lastly, as more than 95% of open RAN deployments are vRAN, we call this market open vRAN.

ABSTRACT

KEY TAKEAWAYS: 2024 UP YOY AND THE FUTURE IS LOOKING UP!

THE OPEN RAN/VRAN GREW 9% YOY IN 2024

WE CONFIRM THAT THE 2-YEAR LONG LULL IS OVER
NORTH AMERICA DROVE THE BULK OF THE GROWTH...
- Unsurprisingly, AT&T was the biggest event, augmented by Rakuten Symphony, Rakuten Mobile, Telus, Vodafone, 1&1 and Deutsche Telekom
- All this led to a major vendor leadership board shake up, Ericsson moved to #1 out of nowhere, closely followed by Samsung and Rakuten Symphony
- Ericsson, NEC and Samsung are the top RU suppliers while Rakuten Symphony and Fujitsu lead CU/DU
...BUT NTT DOCOMO REMAINS THE WOLRD'S LARGEST OPEN RAN BROWNFIELD FOOTPRINT
TRIALS, TESTING AND CERTIFICATION EFFORTS KEPT SWELLING, AND RFP/RFI SURGED IN 2024
- Initially in the driver's seat, Orange, Telefonica and TIM have adopted a wait and see attitude

AS WE HAVE BEEN SAYING SINCE JUNE 2021, 2025 IS THE TRIGGER YEAR, READY FOR TAKEOFF?

THI YEAR, WE EXPECT ANOTHER SIGNIFICANT BUMP FROM THE AT&T ROLLOUT, WHICH HAS NOT CHANGED OUR FORECAST UPDATED IN 1Q24
2025 WILL BE THE GLOBAL SWITCH YEAR
- The open vRAN penetration of the global traditional RAN sales is expected to hit 30% in 2029, up from 4.5% in 2024
- So far, Asia Pacific is the world's largest open vRAN market but the U.S. is awakening in a big way
- Among the countries ploughing money into open RAN, the U.S. is pushing for gLobal dominance
- Consequently, North America is poised to hit the 20% RAN sales penetration bar in 2025 and reach 63% 2030
- Openness, scalability and innovation remain the 3 chief drivers
- We believe nearly all commercial open RAN networks will be running RAN functions on software
- vRAN and open RAN are 2 different configurations
- Boost Mobile and Rakuten Mobile bring cloud RAN to prime time
- Finally, it's worth noting that open RAN started as a NON-VIRTUAL architecture

WHILE THE OPEN VRAN RENAISSANCE BEGINS, THE SUSTAINABILITY OF THE ECOSYSTEM IS UNDER PRESSURE

AS SOME OLD CHALLENGES REMAIN, THE NAYSAYERS STICK TO THEIR GUNS
IN THE MEANTIME, A VAST OPEN RAN ECOSYSTEM KEEPS DEVELOPING, CONSOLIDATING, RESTRUCTURING, AND RECAPITALIZING
- The early greenfield open RAN adopters embraced the multi-vendor approach...
- ...which is now under attack by the brownfield adopters and actors of this renaissance
- In this post 5G peak era, Tier 1 CSPs are locked in with abundant 5G footprints from Ericsson and Nokia
- At this stage, large Tier 1 CSPs seem inclined to do what AT&T is doing and lean heavily on a single big supplier for their open vRAN deployments
- Consequently, consolidation and restructuring are chugging along
- From OREX to OREX SAI, open RAN pioneer docomo created a Rakuten Symphony clone
- Kyocera is joining the open RAN bandwagon!
ALL OF THE ABOVE IS THE DIRECT CONSEQUENCE OF THE HUAWEI BAN
- For most of the world, the mission to ban the Chinese vendors is accomplished...
- ...And international cooperation is at its best
- This also drove the creation of a flurry of regional and national initiatives

OPEN VRAN IS A STRONG CANDIDATE FOR NEUTRAL HOST, INDOOR USE CASES IN GENERAL, AND AS A DAS REPLACEMENT IN PARTICULAR

NEUTRAL HOST COMPANIES ACROSS THE WORLD ARE LOOKING AT OPEN RAN AND OPEN VRAN AS A NEW ARCHITECTURE THEIR TOOL KIT
CURRENT C-RAN-BASED DAS ARCHITECTURES OFFER PLENTY OF OPPORTUNITIES FOR OPEN VRAN UPGRADES
- In 2026, the indoor open vRAN/open DAS market will surpass indoor DAS
- Private wireless networks remain an open vRAN niche for now but 90% of large enterprise installations traditional RAN
- However, as DAS replacement shifts to smaller venues, open vRAN will eventually penetrate the SME space at some point
- Indoor 5G coverage is the vRAN driving force

02-2729-4219

+886-2-2729-4219