全球 AI RAN 市场（2026 年 1 月）

本报告分析了全球 AI RAN 市场，提供了市场规模和五年收入预测、区域分析和部署模式、硬体和软体细分以及竞争格局等资讯。

目录

重点：西方 AI RAN 与东方 AI 即插即用

AI-RAN 联盟

• 从 2024 年 2 月的 11 个创始成员到如今的 100 多个成员
• 然而，一级通讯服务提供者 (CSP) 的缺席令人担忧，但也在意料之中。
• 创始成员之间的关係错综复杂。
• 2024 年 12 月，软银展示了 AITRAS 概念验证。
• 微软带来了分散式 AI-RAN 平台。
• 英伟达向诺基亚投资 10 亿美元。
• 爱立信和三星对此感到好笑，但并未受到影响，而是专注于面向无线接入网（RAN）的人工智慧（AI）。
• 没有开放式无线接入网，就没有无线接入网的人工智慧，英伟达也永远无法领先。

全球无线接取网路市场的人工智慧

• 预计2025年，全球无线接取网人工智慧市场规模将达17亿美元，全部用于无线接取网人工智慧。
• 2025年无线接取网人工智慧厂商领导榜：诺基亚引领SON，爱立信引领NR-Time RIC。
• 除中国外，亚太地区是全球最大的无线接取网人工智慧市场。
• NTT docomo的SON/SMO策略不容小觑。
• 无线存取网人工智慧生态系统持续扩展。
• 68%的rApp用于网路优化。
• 无线接取网路（RAN）上的人工智慧（AI）市场仍处于早期阶段。
• AT&T 的开放式 RAN 弹性是 RAN on AI 和 AI 与 RAN 融合体的先导。
• 因此，预计到 2030 年，RAN 的 AI 仍将保持主流地位。
• 亚太地区将再次保持其主导地位，即使没有中国。

中国的 RAN AI 即插即用方案

• 华为的智慧 RAN 领先西方 RIC 和 SMO 三年
• 中兴通讯提出 AI 重塑 RAN（AIR RAN）方案

结论

In This Report:

This AI-driven RAN market report analyzes how artificial intelligence is transforming Radio Access Networks. Based on our proprietary RAN Automation research, it provides market sizing, forecasts, and competitive analysis across three categories:

• AI for RAN - AI solutions that optimize RAN operations
• AI on RAN - AI embedded in edge RAN infrastructure
• AI and RAN - Integrated AI-RAN architectures

What You Get:

• Market size and 5-year revenue forecasts
• Regional analysis and deployment patterns
• Hardware vs. software breakdown
• Competitive landscape with 15+ vendor analysis
• 40+ rApps ecosystem players mapped

Report Statistics:

• Forecast: 2026-2030
• Regions: North America, Europe Middle East Africa, Asia Pacific, Caribbean Latin America
• Companies Covered: 1Finity, arm, AT&T, DeepSig, Ericsson, Huawei, KT, LG U+, Microsoft, Nokia, NTT docomo, NVIDIA, OREX SAI, Samsung, SK Telecom, Softbank, T-Mobile US, Vodafone, and ZTE

Table of Contents

Key takeaways: AI for RAN in the West versus AI Plug & Play in the East

The AI-RAN Alliance

• From 11 founding members in February 2024 to more than 100 now
• But the absence of Tier 1 CSPs is concerning, at best, but not surprising
• The founding members have intricate relationships
• In December 2024, Softbank showed off with its AITRAS proof of concept
• Microsoft brought its distributed AI-RAN platform to the party
• Now the bomb: NVIDIA takes a $1B equity investment in Nokia
• While amused, Ericsson and Samsung remain unfazed and focused on AI for RAN
• There is no AI RAN without open RAN and NVIDIA won't lead forever

The Global AI RAN market

• We estimate the global AI RAN market at $1.7B in 2025, all AI for RAN
• AI for RAN 2025 vendor leadership board: Nokia leads SON, Ericsson NR-Time RIC
• Even without China, Asia Pacific is the world's largest AI for RAN market
• NTT docomo's SON and SMO strategy should not be underestimated
• The AI for RAN ecosystem keeps swelling...
• ...with 68% of rApps for network optimization
• The AI on RAN market remains incipient
• AT&T's open RAN elasticity is the precursor of both AI on RAN and AI and RAN
• Consequently, AI for RAN will continue to rule throughout 2030
• Again, without China Asia Pacific remains predominant

The Chinese AI for RAN Plug & Play Approach

• Huawei's IntelligentRAN is three years ahead of the West's RIC and SMO
• ZTE proposes AI Reshaped RAN (AIR RAN)

Bottom Line