全球 5G 市場的演變：投資、頻譜和後續步驟

概述

5G推出已經三年了，5G正步入青春期。 電信業面臨著提供無縫、快速和可靠的 5G 連接的壓力，並且已經並將繼續進行大量投資來滿足這些需求。

雖然已開發國家的 5G 投資週期（室外基礎設施開發和頻譜獲取）已接近完成，但發展中國家的 5G 投資週期仍在進行中。

雖然行動電信商專注於 5G 貨幣化，但隨著政府和地區希望發揮領導作用，早期的 6G 初步研究計畫終於開始啟動。

本報告調查了全球5G市場的最新趨勢（投資情況、頻段獲取情況等），以及世界各國6G部署的主要舉措以及對未來5G趨勢的展望。我們正在分析有關的詳細資訊。

要分析的地區/國家

北美：美國/加拿大

亞太地區：韓國、中國、日本、印度

歐洲：比利時、芬蘭、法國、德國、希臘、義大利、波蘭、西班牙、瑞典、土耳其、英國

中東：巴林、科威特、阿曼、卡達、阿拉伯聯合大公國、沙烏地阿拉伯

目錄

第 1 章執行摘要

第二章5G市場：投資與頻率問題

• 5G市場：投資問題
  • 投資視角
  • 全球 5G 投資
  • 中國的5G投資
  • 日本的 5G 投資
• 5G市場：頻段問題
  • 頻段價格
  • 頻段分配
  • 頻段分配/規劃/注意事項
    • 3.3~4.2GHz
    • 24～29GHz
  • 頻率拍賣
    • 最近的主要頻譜拍賣
    • 舉辦大規模頻譜拍賣的前景

第三章5G市場：完成5G之路

• 最新技術信息
  • 主要行動市場的 5G 部署
• 專用網絡
  • 專用 5G 網路的成長
  • 專網頻段
  • 歐洲的頻率共享/租賃

第 4 章 5G 市場：接下來會發生什麼事？

• 接下來會發生什麼事？
• 進入第二波 5G 創新浪潮
• 6G未來展望：2027-2028
• 6G 功能和要求的定義
• 6G關鍵技術組件
• 通往 6G 的漫長道路
• 6G合作和6G競賽已經開始

縮寫列表

Summary

Three years after its launch, 5G is approaching adolescence. The telecoms industry is under pressure to deliver seamless, fast and reliable 5G connections and has made, and continues to make, large investments to meet these demands.

The 5G investment cycle, consisting of outdoor infrastructure and spectrum acquisition, is almost complete in advanced markets and still ongoing in less advanced countries.

Even if MNOs are more focused on monetising 5G, early 6G research projects have started thanks to government and regional funding willing to take the lead in the race.

Detailed information on key 6G initiatives around the world is included.

Regions and countries covered:

• North America: USA - Canada

• Asia-Pacific: South Korea - China - Japan - India

• Europe: Belgium - Finland - France - Germany - Greece - Italy - Poland - Spain - Sweden - Turkey - United Kingdom

• Middle East: Bahrain - Kuwait - Oman - Qatar - United Arab Emirates - Saudi Arabia

Table of Contents

1. Executive summary

2. 5G markets - Investment and spectrum issues

• 2.1. 5G markets - Investment issues
  • 2.1.1. Investment perspectives
  • 2.1.2. Global 5G investment
  • 2.1.3. 5G investment in China
  • 2.1.4. 5G investment in Japan
• 2.2. 5G markets - Spectrum issues
  • 2.2.1. Spectrum prices
  • 2.2.2. Spectrum assignments
  • 2.2.3. Spectrum assignments, plans and considerations
    • 2.2.3.1. 3.3-4.2 GHz
    • 2.2.3.2. 24-29 GHz
  • 2.2.4. Spectrum auctions
    • 2.2.4.1. Selection of recent spectrum auctions
    • 2.2.4.2. Major spectrum auctions expected

3. 5G markets - The road to full 5G

• 3.1. Technology updates
  • 3.1.1. 5G deployments in major mobile markets
• 3.2. Private networks
  • 3.2.1. Private 5G networks growing
  • 3.2.2. Private networks spectrum
  • 3.2.3. Spectrum sharing/leasing in Europe

4. 5G Markets - What's next?

• 4.1. What is next?
• 4.2. Entering the 2nd wave of 5G innovation
• 4.3. What will 6G look like in 2027-2028?
• 4.4. Defining 6G capabilities and requirements
• 4.5. 6G key technology components
• 4.6. A long road to 6G
• 4.7. 6G collaboration and the 6G race are already underway

List of abbreviations

List of Tables

2. 5G markets - Investment and spectrum issues

• Domestic wireless and wireline CapEx (EUR million)
• Capital expenditure (2016-2022)
• 5G CapEx in China (EUR million)
• 5G equipment procurement contracts in China
• 5G base stations in China
• 5G base stations and 5G coverage (% of population) in Japan
• 700 MHz - Price per MHz per PoP normalised for 10 years (cEUR)
• 3.5 GHz - Price per MHz per PoP normalised for 10 years (cEUR)
• Mmwave - Price per MHz per PoP normalised for 10 years (cEUR)
• 5G spectrum assignments in Europe
• 5G spectrum assignments in Asia-Pacific
• 5G spectrum assignments in the Americas
• 5G spectrum assignments in the Middle East and Africa
• Spectrum in the C-band in selected countries
• Spectrum in mmWave in selected countries
• Selection of recent auctions by country
• Major auctions expected by country - Worldwide
• Major auctions expected by country - Europe

3. 5G Markets - The road to full 5G

• 5G deployments in major mobile markets
• Most common areas of application for private networks
• 5G spectrum for private networks in Europe