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Open RAN/vRAN - 市场规模，预测(2025年9月)
市场调查报告书
商品编码
1811147

Open RAN/vRAN - 市场规模，预测(2025年9月)

Open RAN/vRAN Report - Market Size & Forecast, September 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

本报告深入探讨了无线接取网路的虚拟化和碎片化，分析了从基本的 RAN 功能虚拟化 (vRAN) 到遵循 TIP 倡议和 O-RAN 联盟规范的 Open RAN 等新型开放架构的各种概念。

目录

摘要

关键要点：2025 年上半年年成长－未来可期！

2025 年上半年，Open RAN/vRAN 年成长 52%。

  • 因此，我们自信地维持两年停滞期已经结束的评估。
  • AT&T 一手推动了大部分成长，乐天移动和 TELUS 也贡献了额外的动力。
  • NTT DOCOMO 仍然是全球最大的 Open RAN 棕地部署商。
  • 2024 年 RFP/RFI 的激增在 2025 年上半年有所减弱，但试验、测试和认证工作进展顺利。

正如我们自 2021 年 6 月以来一直强调的那样，2025 年是开启新篇章的一年。您准备好起飞了吗？

  • 由于 AT&T 的部署，我们预计今年的成长将更大，但我们在 2024 年第一季更新的预测保持不变。
  • 2025 年将成为世界的转捩点。

Open vRAN 的復兴正在进行中，但生态系统的可持续性面临风险。

  • 旧课题依然存在，反对者依然坚定。
  • 同时，庞大的 Open RAN 生态系统不断发展、整合、重组和资本重组。
  • 以上所有情况都是华为禁令的直接结果。

Open vRAN 是中立主机、一般室内用例以及 DAS 升级/替换的理想选择。

  • 世界各地的中立主机公司正在将 Open RAN 和 Open vRAN 作为其工具包中的新架构。
  • 目前基于 C-RAN 的 DAS 架构为 Open vRAN 升级提供了充足的机会。
  • 最后，Open RAN 对于非地面和地面网路的整合至关重要。
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.

TABLE OF CONTENTS

ABSTRACT

KEY TAKEAWAYS: 1H25 IS UP YOY AND THE FUTURE IS LOOKING UP!

THE OPEN RAN/VRAN GREW 52% YOY IN 1H25

  • AS A RESULT, WE CONFIDENTLY MAINTAIN OUR ASSESMENT THAT THE 2-YEAR LONG LULL IS OVER
  • AT&T ALONE DROVE THE BULK OF THE GROWTH, RAKUTEN MOBILE AND TELUS ADDED SOME FUEL TO IT
    • On the small footprint deployment side, 1&1, Deutsche Telekom and Vodafone were the key contributors
    • All this led to a major vendor leadership board shake up, Ericsson moved to #1 out of nowhere, distantly followed by NEC, Samsung and 1Finity
    • Ericsson, NEC and Samsung are both top RU and CU/DU suppliers
  • NTT DOCOMO REMAINS THE WOLRD'S LARGEST OPEN RAN BROWNFIELD FOOTPRINT
  • TRIALS, TESTING AND CERTIFICATION EFFORTS ARE CHUGGING ALONG WHILE THE RFP/RFI SURGE IN 2024 HAS ABATED IN 1H25

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

  • THIS 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
    • Long delays for Vodafone Spring 6 are not affecting our 2025 forecast
    • The open vRAN penetration of the global traditional RAN sales is expected to hit 30% in 2029, up from 4.5% in 2024
    • With AT&T in the driver's seat and direct U.S. government funding, North America is becoming the world's largest open vRAN market
    • 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% by 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 brought 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
    • At this point, the U.S. and Taiwan boast the world's largest ecosystems

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

  • NEUTRAL HOST COMPANIES ACROSS THE WORLD ARE LOOKING AT OPEN RAN AND OPEN VRAN AS A NEW ARCHITECTURE IN THEIR TOOL KIT
    • Case in point: Boldyn Networks and VMO2 installed an open RAN neutral host network in the U.K.
    • 1&1 and Rakuten Symphony did the same in Germany's largest European stadium
  • 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 are 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
  • LASTLY, OPEN RAN IS VITAL FOR THE INTEGRATION OF NON-TERRESTRIAL AND TERRESTRIAL NETWORKS