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无线基础设施的印度市场(2025年9月)
市场调查报告书
商品编码
1827025

无线基础设施的印度市场(2025年9月)

India Wireless Infrastructure Report, 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

本报告分析了印度无线基础设施市场，并提供了印度 5G 发展的信息，包括传统 4G/5G RAN、开放式 vRAN、地缘政治趋势、生态系统和技术。报告中还包含各服务提供者的蜂窝用户资料、4G/5G 基地台数量和收入、eNB、gNB、vCU、vDU 和 RU 的五年预测，以及 RAN 供应商的市场占有率。

目录

摘要

重要事项

印度 RAN 市场正在復苏，缓慢但稳定地向国内供应商转移

  • 4G 市场规模大于 5G
  • 印度蜂窝用户群变化不大
  • 正如预测的那样，印度 RAN 市场在 2024 年出现下滑
    • 2025 年上半年，4G 将激增，主要来自 BSNL。 LTE 部署的完成带来了復苏。
    • 以及 Vi 的復兴。
    • 供应商排行榜保持不变，爱立信仍然领先，但诺基亚和 Tejas 的市占率正在扩大。
    • 爱立信和诺基亚正受益于Airtel的续约，该合约最初签署于2022年。
    • 然而，Jio并未续约，而是考虑减少对爱立信和诺基亚的依赖，至少在室内和室外小型基地台方面。
    • 同时，Jio的绿地单一供应商LTE网路是印度首个提供5G的网路。他们拥有竞争优势，能够实现独立组网(SA)。
  • 2025年前景光明，这是下一场风暴前的宁静。
  • 至少价值20亿美元的第二轮5G升级将加剧这场风暴。
    • Open RAN将成为印度的下一个重大技术突破，但现在是耐心等待的时候了。
    • 印度已经拥抱Open RAN，并拥有进军国际市场的野心。
    • 但川普2.0正在蚕食美国市场的机会。
    • 最后，印度拥有雄心勃勃的6G目标。
  • 结论：川普2.0或许能让印度供应商暂时留在印度，但情况很复杂。
简介目录

This is our third edition of this report that focuses on the 5G developments in India, including traditional 4G and 5G RAN and open vRAN, geopolitical trends, ecosystem, and technology. This report also includes cellular subscribers' data by service provider, 4G and 5G BTS units and sales, a 5-year forecast for eNBs, gNBs, vCUs, vDUs, RUs, and RAN vendor market shares and analysis.

TABLE OF CONTENTS

ABSTRACT

KEY TAKEAWAYS

INDIA'S RAN MARKET IS BOUNCING BACK AND SLOWLY BUT SURELY LEANING TOWARDS DOMESTIC VENDORS

  • 4G WAS BIGGER THAN 5G
  • INDIA'S CELLULAR SUBSCRIBER FOOTPRINT IS HARDLY BUDGING
  • AS RIGHTLY ANTICIPATED, THE INDIAN RAN MARKET SUNK IN 2024
    • 1H25 saw a pickup, mainly driven by the completion of BSNL's 4G LTE rollout...
    • ...and Vi's renaissance
    • The vendor leaderboard remains unchanged; Ericsson remains buckled up in the driver's seat but both Nokia and Tejas gain share
    • Ericsson and Nokia are benefiting from Airtel's contracts renewal, which were initially awarded in 2022
    • But Jio will not renew and is instead looking at cutting its dependency on Ericsson and Nokia, at least for indoor and outdoor small cells
    • Meanwhile, Jio's greenfield single LTE vendor network has a competitive advantage to be the nation's first 5G SA
  • 2025 IS LOOKING UP, THE CALM BEFORE THE NEXT STORM...
  • ...TRIGGERED BY AT LEAST $2B SECOND ROUND 5G UPGRADE
    • Open RAN is the next big thing in India but be patient!
    • India embraces open RAN and boasts international ambitions...
    • ...but the U.S. market opportunity is evaporating, thanks to Trump 2.0!
    • And lastly, India has big 6G objectives
  • BOTTOM LINE: TRUMP 2.0 MAY KEEP INDIAN VENDORS AT HOME FOR A WHILE AND THAT IS COMPLICATED