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无线基础设施的全球市场(2025年第2季)
市场调查报告书
商品编码
1797392

无线基础设施的全球市场(2025年第2季)

Wireless Infrastructure Report - Shares, Size & Forecast - 2Q25
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

本报告分析了 2025 年第二季度全球无线基础设施市场，并提供了 2016 年至 2024 年各地区 2G/3G/4G/5G RAN（包括开放式 vRAN）和核心网（EPC、vEPC、5GC）的历史数据、季度市场规模和供应商市场占有率，以及截至 2030 年的市场占有率。

目录

摘要

关键要点：2025 年第二季市场恢復稳定

无线基础设施市场正在稳定，正如我们预期

  • 与过去三个季度一样，北美继续引领復苏。
  • 5G、EPC 和开放式 RAN 在所有类别中表现最为亮眼。
  • 5G 仍是长尾市场的亮点
    • 我们致力于 5G 发展。我们仍然对加速向 SA 过渡抱有很高的希望，復苏的迹象正在显现。
    • LTE-A 和 VoLTE 的升级潜力依然惊人。
  • 在这种静态环境下，华为的市占率提高了 3 个百分点。
    • 2025 年第二季度，华为在 RAN 市场的占有率有所提升，超过了爱立信。
  • 在核心网路领域，华为和中兴通讯合计占 52% 的市场占有率，但爱立信已超越中兴通讯，位居第二。
    • 5G 向 SA 的漫长而渐进的过渡已经结束，復苏将于 2024 年第三季开始，并持续到 2025 年上半年。
    • EPC 设计效果非常好，因此很难证明转向 5G 核心网的合理性。

正如预测的那样，2024 年是撤资週期的第三年，2025 年将迎来回升。

  • 与 4G 一样，5G 也具有长尾效应。
  • 然而，与以往的週期不同，没有新的 5G 产生新的投资週期。
    • 虽然 5G 仍然是一个亮点，但它不太可能足以抵消 4G 的衰落。
    • 考虑到 4G 的衰落，我们的模型得出了较低的基数预测。
  • 2025年正处于上升期。
    • 北美今年将经历最强劲的成长。
    • 5G 即将达到顶峰。此后，其他地区将出现缓慢成长或停滞。

我们对长期无线基础设施市场的预测显示，市场将会略为下滑。

  • 目前的情况表明，未来十年市场将缓慢下滑。
  • 中国供应商退出某些国家，促使 4G 和 5G 设备二手市场蓬勃发展，压倒了其他市场，加剧了这种情况。
    • 随着德国准备淘汰华为 5G 设备，新一轮的二手设备预计将涌入二手市场，时间跨度为 2025-2026 年。
  • 在停滞两年之后，Open RAN 将于今年开始成长。
    • 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 生态系统的分化。推动 RAN 部署
  • 亚太地区拥有全球最大的无线网路覆盖范围，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、中东和非洲今年将实现成长，然后在 2030 年逐渐下降。
  • CALA 正在復苏，预计未来将实现成长。
简介目录

This report analyzes the 2Q25 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: 2Q25 CONFIRMS THE RETURN TO MARKET STABILITY

AS WE RIGHTLY PREDICTED, THE WIRELESS INFRASTRUCTURE MARKET HAS STABILIZED

  • LIKE IN THE PAST 3 QUARTERS, NORTH AMERICA CONTINUED TO DRIVE THE RECOVERY
  • 5G, EPC AND OPEN RAN WERE THE BRIGHTEST SPOTS OF ALL CATEGORIES
  • 5G IS AND WILL REMAIN THE BRIGHT SPOT WITH A LONG TAIL
    • Although we maintain our view that a faster migration to 5G SA is greatly desired, we are seeing a pickup
    • The potential for LTE-A and VoLTE upgrades remains phenomenal
  • IN THIS STATIC ENVIRONMENT, HUAWEI INCREASED ITS SHARE BY 3 POINTS
    • For 2Q25 RAN market share, huawei gained share and stayed ahead of Ericsson
  • IN CORE NETWORKS, HUAWEI AND ZTE COMBINED COMMAND A 52% MARKET SHARE BUT ERICSSON MOVED TO #2 AT THE EXPENSE OF ZTE
    • The prolonged slow migration to 5G SA is over, a PICKUP started in 3Q24 and continued in 1H25
    • 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 2-YEAR LULL, 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