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5G SA核心，SDM，政策和charging报告:2025年6月
市场调查报告书
商品编码
1758231

5G SA核心，SDM，政策和charging报告:2025年6月

5G SA Core, SDM, Policy & Charging Report, June 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

5G 部署始于非独立组网 (NSA) 模式，目前正逐步转向 SA 模式，以解锁众多用例。 5G SA 模式远超行动网络，最终将成为连接所有网路的网络，并采用由 3GPP 设计的全新精细化服务化架构 (5G SBA)。 5G SBA 中的许多网路功能 (NF) 源自 2G/3G 和 4G 网路中现有的功能，但也引入了网路切片选择功能 (NSSF) 等新功能。本报告基于对通讯服务提供者 (CSP) 的调查以及与众多供应商的讨论，分析了几种 5G 核心 SBA 功能，重点关注 CSP 将实施的 NF（UDM、UDR、AUSF、NRF、NEF、NSSF、PCF、BSF、CHF 等），以实现增强移动宽频 (eMBB)、无线接入 (eMBB）

目录

概要

关键要点：5G SA 过渡终于硕果累累

FWA、智慧型手机计画和 NR 语音的进步加速了南非向 5G 的过渡

  • 2024 年将迎来有史以来最多的 5G SA 商用部署
    • 其中，有 68 个 5G SA 网路用于 FWA 服务
    • 支援 5G SA 设备的普及正在推动 5G SA 的发展
    • 5G SA 的真正力量—网切片，正在成为现实
    • 5G SA 网路切片在军用领域正成为最意想不到的用例
  • 因此，全球 5G SA 核心网路、5G 资料管理和 5G 政策2024年充电市场将成长12%
    • 单一供应商模式在各领域仍占主导地位
    • Telenor是全球唯一采用多供应商5G SA核心平台的通讯服务供应商，但该平台尚未实现商用
    • 所有5G SA核心部署中，三分之二基于云，其余部署则基于本地设备
    • 出于资料主权原因，通讯服务供应商更倾向于私有云模式
    • 由于担忧大于益处，公有云模式的前景仍不明朗
    • TelefonicaO2正在将包括核心网路在内的IT和电信工作负载迁移到公有云基础设施
  • 虽然中国推动了华为的销量，但爱立信和诺基亚占据了全球5G SA市场占有率的大部分
    • 爱立信和诺基亚的销售落后于华为，但分别保持第二和第三的位置，合计占占据全球 5G 独立组网 (SA) 最大占有率
    • 诺基亚占据全球 5G 独立组网 (SA) 商用规模的 33%
    • 去年的多次交流以及诺基亚的云端策略，使这家芬兰供应商占据了榜首位置
    • 爱立信在全球 5G 独立组网 (SA) 商用部署中排名第二
    • 最后，中兴通讯在总收入方面排名第四，在 5G 独立组网 (SA) 核心网销售市场占有率中排名第二
  • 与此同时，应对不断发展的网路架构、资料管理和策略框架的复杂性仍然十分困难

所有这些意味着，到 2030 年，5G 独立组网 (SA) 市场将保持强劲的两位数成长

  • 我们的预测模型考虑了全球尚未过渡到 5G 独立组的 559 个蜂窝网络
  • 5G 独立组网 (SA) 核心网将继续占据主要收入来源2030
  • 亚太地区将在整个预测期内成为最大的市场
  • FWA 将继续成为主要用例的驱动力
    • 私人 5G 网路中的 FWA 也正在蓬勃发展
  • 开放 API 的兴起和 5G SA 设备生态系统的扩展是主要驱动力
    • 在 MWC 2023 上宣布的 GSMA 开放网关计划旨在为开发者提供通用的网路 API 访问
  • 5G 用例的长尾效应仍然遥不可及，但正在慢慢逼近
    • 在区域 1 (R1) 运营，同时逐步迁移到 R3 和 R4
    • 好消息是，一些具体的用例正在开始涌现

广泛的供应商生态系统已准备好拥抱 5G，支援 SA 的多域特性

  • 传统电信网路设备供应商认为5G 业务照常运作
    • 爱立信新增紧凑型分组核心网，与Google合作进军私人 5G 和 FWA
    • 华为 5.5G 云端原生核心网演进为 AI 核心网
    • NEC 和乐天行动开发 "日本製造" 5G 核心网，随后被 DOCOMO 采用
    • 诺基亚追求超越连结的未来，核心网服务万物
    • 三星于 2017 年推出 "韩国製造" 5G 核心网
    • 中兴通讯在 MWC25 核心平台上推出 AIR
  • 行动核心网路专家思科和 Mavenir 紧随其后
    • 思科的 5G 核心网路策略是纯软体策略，着眼于私有 5G 无线网络
    • Mavenir 拥有 15 年以上的核心网路专业知识，并课题传统设备供应商
  • SDM 专家名单虽短，但实力雄厚
    • Enea 是一家拥有 56 年历史的瑞典公司，其 DNA 中蕴含着资料储存和作业系统的精髓。
    • Oracle 正在竭尽全力帮助营运商实现 5G 盈利。
  • 相较之下，PCRF 供应商名单很长。
    • Amdocs 在 BSS 市场领先十多年。
简介目录

5G rollouts started with the non-standalone (NSA) mode and are now gradually migrating to SA to unleash a plethora of use cases. 5G SA goes far beyond mobile and will eventually become the network that bridges all networks together, with the new sophisticated service-based architecture (5G SBA) designed by the 3GPP. Although many of the network functions (NFs) featured in the 5G SBA come from existing ones currently active in 2G/3G and 4G networks, novel functions such as the network slice selection function (NSSF) are being introduced. Based on a communications service provider (CSP) survey and discussions with many vendors, this report analyzes several of the 5G Core SBA functions and provides global and regional market sizes and forecasts by focusing on the NFs implemented by CSPs (e.g., UDM, UDR, AUSF, NRF, NEF and NSSF, PCF, BSF, CHF) to enable use cases beyond enhanced mobile broadband (eMBB), fixed wireless access (FWA), and private 5G.

TABLE OF CONTENTS

ABSTRACT

KEY TAKEAWAYS: FINALLY, THE MIGRATION TO 5G SA IS MATERIALIZING

DRIVEN BY FWA, SMARTPHONE PLANS AND VOICE OVER NR, THE MIGRATION TO 5G SA IS TAKING OFF

  • 2024 SAW THE HIGHEST NUMBER OF 5G SA COMMERCIAL LAUNCHES SO FAR
    • 68 of those 5G SA networks were launched for FWA services
    • The rising availability of more 5G SA-capable devices is fueling 5G SA
    • Network slicing, the true power of 5G SA, is coming to life
    • 5G SA network slicing for military is emerging as the most unlikely use case
  • CONSEQUENTLY, THE GLOBAL 5G SA CORE, 5G DATA MANAGEMENT AND 5G POLICY & CHARGING MARKET GREW 12% IN 2024
    • The single vendor approach remains predominant for each domain
    • Telenor is the only CSP in the world to have adopted a multi-vendor 5G SA core platform but has yet to launch it commercially
    • Two thirds of total 5G SA Core deployments are cloud-based, the rest are on prem appliances
    • For data sovereignty reasons, CSPs favor the private cloud approach
    • As concerns outnumber benefits, the public cloud approach outlook remains cloudy
    • Telefonica O2 migrated both IT and telecom workloads, including the core network, to public cloud infrastructure
  • WHILE CHINA SUSTAINS HUAWEI'S SALES, ERICSSON AND NOKIA COMMAND THE LION'S SHARE OF THE GLOBAL 5G SA FOOTPRINT
    • While Ericsson and Nokia trail Huawei's sales, they stay #2 and #3, respectively and combined, command 63% of the global 5G SA footrpint
    • Nokia commands 33% of the global commercial 5G SA footprint
    • A few swaps that occurred last year and Nokia's cloud strategy propelled the finnish vendor to the top spot
    • Ericsson is #2 for 5G SA global commercial footprint
    • Finally, ZTE comes in fourth for total sales and second for 5G SA Core sales market share
  • MEANWHILE, NAVIGATING THE COMPLEXITIES OF EVOLVING NETWORK ARCHITECTURES, DATA MANAGEMENT, AND POLICY FRAMEWORKS REMAINS CHALLENGING

ALL THIS MEANS THAT THE 5G SA MARKET IS POISED FOR A SOLID DOUBLE-DIGITS GROWTH THROUGH 2030

  • OUR FORECAST MODEL FACTORS IN THE 559 CELLULAR NETWORKS IN THE WORLD THAT HAVE YET TO BE MIGRATED TO 5G SA
  • 5G SA CORE WILL CONTINUE TO MAKE THE BULK OF SALES THROUGH 2030
  • ASIA PACIFIC WILL BE THE LARGEST MARKET THROUGHOUT THE FORECAST PERIOD
  • FWA WILL REMAIN THE CHIEF USE CASE DRIVER...
    • FWA in private 5G networks is also gaining momentum
  • ...WHILE THE RISE OF OPEN APIS AND AN EXPANDING 5G SA DEVICE ECOSYSTEM ARE CHIEF ENABLERS
    • Launched at MWC 2023, the GSMA Open Gateway initiative set out to deliver universal network API access for developers
  • WE'RE STILL FAR FROM ATTACKING THE LONG TAIL OF 5G USE CASES BUT SLOWLY GETTING THERE
    • While operating in region 1 (R1), we're slowly moving to R3 and R4
    • Good news, some specific use cases are emerging

A BROAD VENDOR ECOSYSTEM SUPPORTS THE MULTI-DOMAIN NATURE OF 5G SA

  • TRADITIONAL TELECOM NETWORK EQUIPMENT VENDORS SEE 5G AS BUSINESS AS USUAL...
    • Ericsson added compact packet core to its portfolio and teamed up with Google to target private 5G and FWA
    • Huawei's 5.5G cloud-native core has evolved to AI Core
    • NEC and Rakuten Mobile pioneered a "made in Japan" 5G core, which then was selected by DOCOMO
    • Nokia looks beyond connectivity with a core for everything
    • Samsung launched a "made in Korea" 5G core back in 2017
    • ZTE introduced its AIR Core platform at MWC25
  • ...SO DO MOBILE CORE NETWORK SPECIALISTS CISCO AND MAVENIR
    • Cisco's strategy for 5G core is a pure software play with an eye on private 5G wireless networks
    • Mavenir brings more than 15 years of core networks expertise and is challenging the traditional equipment vendors
  • THE LIST OF SDM SPECIALISTS IS SHORT BUT SOLID
    • Enea is a 56-year-old Swedish company that has data storage and operating systems in its DNA
    • Oracle fires all cylinders to help telcos monetize 5G
  • BY CONTRAST, THE LIST OF PCRF VENDORS IS VERY LONG
    • Amdocs has been leading the BSS market for more than a decade