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中国无线基础设施（2025 年 7 月）：中国凭藉其经济和 5G 超级大国的地位，正在部署 5G-A（5G-Advanced），为新的国家重点发展项目 6G 奠定基础。
市场调查报告书
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1779982

中国无线基础设施（2025 年 7 月）：中国凭藉其经济和 5G 超级大国的地位，正在部署 5G-A（5G-Advanced），为新的国家重点发展项目 6G 奠定基础。

China Wireless Infrastructure, July 2025 - Leveraging its Economic and 5G Superpower Status, China is Deploying 5G-A to Pave the Road to 6G, its New National Focus
出版日期: | 出版商: Teral Research | 英文 | 商品交期: 请询问到货日

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简介目录

本报告重点关注 5G 和 5G-Advanced，涵盖中国的发展动态，包括宏观经济、地缘政治和技术趋势。报告发布日期定于中国四大电信营运商（中国广电、中国移动、中国电信和中国联通）提交年度报告之后，以便我们收集 2024 年的详细信息，并对 2025 年的发展进行展望，并预测未来五年的发展。报告中还包含 RAN（无线接取网路）供应商的市场占有率和分析。

目录

概要

重要点

中国正在大力推广 5G-A（5G-Advanced），以巩固其经济和 5G 超级大国的地位，并为 6G 这一新的国家重点发展方向奠定基础。

2024 年国家重点发展目标决定

  • 多年来，中国一直致力于在 6G 领域保持领先。
    • 所有这些努力都帮助华为在 6G 专利领域确立了领先地位。
  • 从一开始，中国政府就将 5G 视为中国数位经济发展的关键驱动力。
    • 在过去20年中，中国确立了世界工厂的地位，如今已将重点转向降低其工业部门在GDP中的占比。
    • 光在2024年，行动产业就为中国GDP贡献了超过1兆美元。
    • 在2025年6月于上海举行的GSMA MWC25上，中国展示了其在5G-Advanced（6G的前身）方面的进展。
    • 2024年，中国三大业者利用私有5G网络，在前景看好的工业领域扩大了部署。
  • 从经济强国到5G超级大国
    • 迄今为止，中国拥有全球最大的基地台覆盖范围。
    • 中国再次实现了367万个5G基地台的目标，但正如预期的那样，RAN收入年减了15%。
  • 全球最大的行动和 5G 用户群
  • 2025 年是中国 "十四五" 规划（2021-2025 年）的收官之年，预计在 6G 部署开始之前，行动用户数将呈现下降趋势。
    • 一项名为 "启航" 的新行动计画已启动，旨在将 SG 连接扩展到农村和偏远地区。
    • 然而， "启航" 计画不会增加资本支出，预计 2024 年资本支出将年减 10%，今年将下降 9%。
    • 因此，预计今年 RAN 收入将下降 14%。
    • 2025 年将是 5G-Advanced（5G-A）崛起的一年，为 6G 铺路。
    • 2025年上半年，中国正在多个城市加速部署5G-A网路。
    • 中国最快可能在2028年开始推出6G。
  • 华为和中兴通讯占据了国内87%的市场。
    • 华为和中兴通讯占据了市场主导地位，而爱立信和诺基亚则被蚕食。
简介目录

This report focuses on 5G, including 5G-Advanced, developments in China, including macroeconomics, geopolitics, and technology. The publication date is scheduled after the 4 service providers (China Broadcasting Network, China Mobile, China Telecom, China Unicom) provide their annual reports, so that we can gather many details about 2024 and provide a 2025 outlook and a 5-year forecast. This report also includes RAN vendor market shares and analysis.

TABLE OF CONTENTS

ABSTRACT

KEY TAKEAWAYS

LEVERAGING ITS ECONOMIC AND 5G SUPERPOWER STATUS, CHINA IS PAVING THE ROAD TO 6G, ITS

NEW NATIONAL FOCUS SET IN 2024

  • CHINA'S EMPHASIS ON TAKING AN EARLY LEAD IN 6G HAS BEEN PLAIN TO SEE FOR A NUMBER OF YEARS NOW
    • All that put Huawei in the 6G patent driver's seat
  • FROM DAY 1, THE CHINESE GOVERNMENT SAW 5G AS A KEY ENABLER OF CHINA'S DIGITAL ECONOMY
    • After being the world's factory for the past 2 decades, China has shifted gears to decrease the GDP share of the industrial sector
    • In 2024 alone, the mobile industry contributed over $1T to China's GDP
    • At GSMA's MWC25 Shanghai in June 2025, China presented its progress with 5G-Advanced as the next chapter before 6G
    • In 2024, the 3 Chinese service providers registered growing traction in the lucrative industrial sector powered by private 5G
  • FROM ECONOMIC POWER TO 5G SUPERPOWER
    • By far, China boasts the world's largest BTS footprint
    • Once again, China beats its 5G BTS target of 3.67M but as expected, RAN revenue went 15% down YoY
  • AND THE WORLD'S LARGEST TOTAL MOBILE AND 5G SUBSCRIBER BASE
  • 2025 MARKS THE END OF CHINA'S 14TH 5-YEAR PLAN (2021-2025) AND THE START OF A DECLINING TREND UNTIL 6G KICKS IN
    • A new action plan named "Set Sail" has been launched to extend 5G connectivity to rural and remote regions
    • Meanwhile, "Set Sail" will not boost Capex, which declined 10% YoY in 2024 and are forecasted to drop 9% this year
    • As a result, RAN sales will decline 14% this year
    • 2025 will see the rise of 5G-A to pave the way to 6G
    • In 1H25, we noticed that China is accelerating the rollout of 5G-A networks across multiple cities
    • As early as in 2028, China may kick off 6G rollouts
  • TOGETHER, HUAWEI AND ZTE COMMAND 87% OF THE DOMESTIC MARKET
    • Huawei and ZTE have been dominating the market at the expense of Ericsson and Nokia