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无线基础设施的全球市场(2025年第一季)
市场调查报告书
商品编码
1733998

无线基础设施的全球市场(2025年第一季)

Wireless Infrastructure Report, 1Q25
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

本报告对 2025 年第一季全球无线基础设施市场进行了分析，提供了 2016 年至 2024 年的历史数据、各地区 2G/3G/4G/5G RAN（包括 Open vRAN）和核心网（EPC、vEPC、5GC）的季度市场规模和供应商市场占有率，以及 2030 年的详细市场预测。

目录

摘要

关键要点：如预期，2025 年第一季年成长，市场恢復正常

无线基础设施市场正在復苏，正如我们预期

  • 与过去两季一样，北美继续引领復苏
  • Open RAN 和 5G 是表现最亮眼的市场所有类别
  • 5G 仍是未来发展的亮点
    • 5G 加快向 SA 过渡势在必行
    • LTE-A 和 VoLTE 升级的未来前景依然令人瞩目
  • 2025 年第一季度，华为和爱立信保持稳定，诺基亚市占率下降，中兴通讯和三星市占率上升，日本厂商捲土重来
    • 2025 年第一季度，华为市占率上升，在 RAN 市占率上超越爱立信
  • 在核心网方面，华为和中兴通讯合计占据 60% 的市场占有率，爱立信跌至第三位，中兴通讯跃居 5G 核心网第一
    • 5G 向 SA 的漫长缓慢过渡已经结束，復苏将于 2024 年第三季度开始，并持续到 2025 年第一季度
    • EPC 设计运作良好，很难证明向 5G 过渡的合理性核心

正如预测的那样，2024 年是撤资週期的第三年，2025 年将开始回升

  • 与 4G 一样，5G 也具有长尾效应
  • 但与以往的週期不同，没有新的 5G 出现来推动新的投资週期
    • 虽然 5G 仍然是一个亮点，但似乎不足以抵消 4G 的衰落
    • 考虑到 4G 的衰落，我们的模型得出的基数预测较低
  • 2025 年正处于上升期
    • 北美今年将经历最强劲的成长
    • 5G 达到高峰后，其他地区将出现温和成长或停滞

我们对长期无线基础设施市场的预测显示略有下降趋势

  • 目前的情况呈逐步下降趋势直到本世纪末
  • 中国供应商退出某些国家，进一步加剧了这一局面，导致 4G/5G 设备二手市场蓬勃发展，压倒了其他市场。
    • 随着德国准备淘汰华为 5G 设备，预计 2025-2026 年新一轮的二手设备将涌入二手市场。
  • 在一段时间的停滞之后，Open RAN 将于今年全面启动。
    • 地缘政治因素正在推动由爱立信、诺基亚和三星主导的 Open RAN 生态系统与传统 5G RAN 部署之间的分裂。
  • 拥有全球最大无线网路基础的亚太地区未来将继续成为最大的市场。
  • 北美仍将是全球第二大市场。
  • 预计欧洲、中东和非洲今年将出现成长，然后逐渐下降。 2030
  • 加勒比海地区和拉丁美洲正在復苏，预计未来将实现成长
简介目录

This report analyzes the 1Q25 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 2024, quarterly market size and vendor market shares, and a detailed market forecast through 2030 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: AS ANTICIPATED, 1Q25 IS UP YOY AND PUTS THE MARKET BACK TO NORMAL

AS WE RIGHTLY PREDICTED, THE WIRELESS INFRASTRUCTURE MARKET IS COMING BACK

  • LIKE IN THE PAST 2 QUARTERS, NORTH AMERICA CONTINUED TO DRIVE THE RECOVERY
  • OPEN RAN AND 5G WERE THE BRIGHTEST SPOTS OF ALL CATEGORIES
  • 5G IS AND WILL REMAIN THE BRIGHT SPOT
    • A faster migration to 5G SA is greatly desired
    • The potential for LTE-A and VoLTE upgrades remains phenomenal
  • IN 1Q25, HUAWEI AND ERICSSON STAYED PUT, NOKIA LOST SHARE, ZTE AND SAMSUNG ROSE AND THE JAPANESE VENDORS CAME BACK
    • For 1Q25 RAN market share, huawei gained share and moved ahead of Ericsson
  • IN CORE NETWORKS, HUAWEI AND ZTE COMBINED COMMAND A 60% MARKET SHARE, ERICSSON FELL TO #3, ZTE MOVED TO #1 FOR 5G CORE
    • The prolonged slow migration to 5G SA is over, a PICKUP started in 3Q24 and continued in 1Q25
    • We did such a good work in designing the EPC that the move to 5G core is hard to justify!

AS RIGHTLY PREDICTED, 2024 WAS THE THIRD YEAR OF THE DISINVESTMENT CYCLE, 2025 WILL BE UP

  • LIKE 4G, 5G WILL HAVE A LONG TAIL...
  • ...BUT UNLIKE PREVIOUS CYCLES, THERE IS NO NEW G TO CREATE A NEW INVESTMENT CYCLE
    • Although 5G remains the bright spot, it won't be big enough to offset the 4G decline
    • Factoring in the 4G decline, our model produced a lower base forecast
  • 2025 IS LOOKING UP!
    • North America will experience the strongest growth this year
    • Post-5G peak, all other regions will see moderate growth or flatness

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

  • Current conditions point to a slowly declining pattern through the end of the decade
  • 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
  • AFTER GROWTH THIS YEAR, EMEA WILL SLOWLY DECLINE THROUGH 2030
  • CALA IS BOUNCING BACK WITH POTENTIAL GROWTH AHEAD