市場調查報告書
商品編碼
1530868
到 2030 年通訊設備市場預測:按組件、基礎設施、技術、應用、最終用戶和地區進行全球分析Telecom Equipment Market Forecasts to 2030 - Global Analysis By Component (Hardware, Software and Services), Infrastructure (Wired and Wireless), Technology (2G/3G, 4G/LTE, 5G, VoIP and Other Technologies), Application, End User and By Geography |
根據Stratistics MRC預測,2024年全球通訊設備市場規模將達到7,624億美元,預計2030年將達到10,876億美元,預測期內複合年成長率為6.1%。
通訊設備包括用於通訊目的的各種硬體和技術。這包括路由器、交換器、傳輸線、衛星、基地台收發器等設備以及用於跨各種網路傳輸資料、語音和影像的其他重要基礎設施。關鍵組件包括有線和無線系統、光纖和網路設備。通訊設備對於確保消費者和企業環境中的連接性和支援通訊網路的運作至關重要。
根據全球行動通訊系統協會(GSMA)的報告,預計2025年5G網路將覆蓋全球三分之一的人口。 GSMA 估計,2020 年至 2025 年間,全球整體通訊業者將在行動資本支出上投資約 1.1 兆美元,其中 80% 用於 5G 網路和先進通訊設備,從而推動需求。
資料消耗增加
根據通訊(ITU) 的數據,全球資料消費量預計將從 2022 年的 340 萬Petabyte增至 2027 年的 970 萬 PB,成長近兩倍。這一激增將由智慧型手機、視訊串流、物聯網設備的普及和 5G 網路的推出推動。高速網際網路和資料密集型應用的需求不斷成長,需要持續投資先進通訊設備,以提高網路容量、速度和可靠性,從而推動市場成長。
資料消耗增加
部署和維護先進通訊基礎設施(尤其是 5G 網路)相關的高成本是一個主要障礙。普華永道預計,到 2027 年,通訊業者將在網路方面投資 3,421 億美元。這些巨額資本投資,加上頻繁升級和維護的需要,可能會導致財務資源緊張,特別是對於小型企業而言。此外,連結服務的商品化限制了定價能力,使得這些投資難以快速收回。
擴大網路覆蓋範圍
擴大網路覆蓋範圍,特別是在服務不足和農村地區,是通訊設備市場的重大機會。根據電訊(ITU) 估計,全球整體約有 30 億人未連網。數位印度計畫和國家寬頻使命等舉措旨在透過加強網路基礎設施來彌合數位落差。擴大覆蓋範圍不僅擴大了客戶群,還帶動了對鐵塔、光纖電纜和無線通訊設備等通訊設備的需求。
激烈的競爭
電訊業的激烈競爭對市場參與者構成威脅。電訊業面臨新進業者和現有業者提供有競爭力的價格和創新服務的壓力。這種競爭導致價格戰,降低利潤率,使公司難以維持生計並投資新技術。此外,技術進步的快速步伐需要持續創新才能保持領先地位,這進一步增加了競爭壓力。
COVID-19 大流行凸顯了通訊基礎設施的重要性。據國際金融公司 (IFC) 稱,隨著越來越多的人在家工作並依賴數位服務,該行業的資料流量和寬頻使用量有所增加。然而,供應鏈中斷和業務複雜性是問題。儘管存在這些障礙,疫情加速了數位技術的採用,並凸顯了對強大通訊設備支援遠端工作和數位連接的需求。
預計硬體產業在預測期內將是最大的
硬體產業預計在預測期內將佔據最大佔有率,因為它在通訊基礎設施中發揮基礎作用。這包括網路設備、傳輸設備、無線通訊設備和通訊基礎設施。作為通訊網路的支柱,硬體組件對於建立和維護強大的高容量網路至關重要,這些網路可以支援增加的資料流量和 5G 等先進技術。
預計 5G 領域在預測期內複合年成長率最高。
預計 5G 領域在預測期內複合年成長率最高。根據GSMA(全球行動通訊系統協會)預測,2025年,5G網路預計將覆蓋全球三分之一的人口。 5G 技術的引入提供了卓越的速度、低延遲以及支援物聯網和其他進階應用的能力。因此,對基地台、天線、小型基地台等相容5G的通訊設備的需求很高。
預計北美地區將在預測期內主導通訊設備市場。這一優勢得益於通訊基礎設施的高投資、5G等先進技術的早期採用以及大型電信業者的存在。北美通訊業也受益於強大的財政資源和支持性的法規環境,促進了網路能力的持續進步。
預計亞太地區的通訊設備市場在預測期內將快速成長。該地區的成長得益於通訊基礎設施投資的增加、5G 網路的推出以及中國和印度等國家網路用戶的增加。該地區不斷擴大的數位經濟和消費者對高速連接的需求不斷成長,推動了更高的成長率。
According to Stratistics MRC, the Global Telecom Equipment Market is accounted for $762.4 billion in 2024 and is expected to reach $1,087.6 billion by 2030, growing at a CAGR of 6.1% during the forecast period. Telecom equipment encompasses a wide range of hardware and technologies used for communication purposes. This includes devices such as routers, switches, transmission lines, satellites, base transceiver stations, and other infrastructure essential for transmitting data, voice, and video across various networks. Key components include wired and wireless systems, fiber optics, and networking devices. Telecom equipment is vital for ensuring connectivity and supporting the operation of telecommunication networks in both consumer and enterprise environment.
According to a report by the Global System for Mobile Communications Association (GSMA), 5G networks are projected to cover one-third of the world's population by 2025. The GSMA estimates that operators will invest around $1.1 trillion globally in mobile CAPEX between 2020 and 2025, with 80% of this investment dedicated to 5G networks, driving demand for advanced telecom equipment.
Increasing data consumption
According to the International Telecommunication Union (ITU), global data consumption is expected to nearly triple from 3.4 million petabytes (PB) in 2022 to 9.7 million PB by 2027. This surge is driven by the proliferation of smartphones, video streaming, IoT devices, and the rollout of 5G networks. The increasing demand for high-speed internet and data-intensive applications necessitates continuous investment in advanced telecom equipment to enhance network capacity, speed, and reliability, thereby driving market growth.
Increasing data consumption
The high costs associated with deploying and maintaining advanced telecom infrastructure, particularly for 5G networks, pose a significant restraint. According to PwC, telecom operators are projected to invest $342.1 billion in their networks by 2027. These substantial capital expenditures, coupled with the need for frequent upgrades and maintenance, can strain financial resources, especially for smaller operators. Additionally, the commoditization of connectivity services limits pricing power, making it challenging to recover these investments quickly.
Expanding network coverage
Expanding network coverage, especially in underserved and rural areas, presents a significant opportunity for the telecom equipment market. The International Telecommunication Union (ITU) estimates that around 3 billion people globally remain unconnected. Initiatives like the Digital India program and the National Broadband Mission aim to bridge this digital divide by enhancing network infrastructure. Expanding coverage not only increases the customer base but also drives demand for telecom equipment, including towers, fiber-optic cables, and wireless communication devices.
Intense competition
Intense competition in the telecom sector poses a threat to market players. The telecom industry faces pressure from new entrants and existing players striving to offer competitive pricing and innovative services. This competition can lead to price wars, reducing profit margins, and making it challenging for companies to sustain operations and invest in new technologies. Additionally, the rapid pace of technological advancements requires continuous innovation to stay ahead, further intensifying competitive pressures.
The COVID-19 pandemic underscored the critical importance of telecommunications infrastructure. According to the International Finance Corporation (IFC), the sector saw increased data traffic and broadband usage as more people worked from home and relied on digital services. However, supply chain disruptions and increased operational complexities posed challenges. Despite these hurdles, the pandemic accelerated the adoption of digital technologies, highlighting the need for robust telecom equipment to support remote work and digital connectivity.
The hardware segment is expected to be the largest during the forecast period
The hardware segment is expected to be the largest during the forecast period due to its fundamental role in telecom infrastructure. This includes networking equipment, transmission equipment, wireless communication devices, and telecommunications infrastructure. As the backbone of telecom networks, hardware components are essential for building and maintaining robust, high-capacity networks capable of supporting increasing data traffic and advanced technologies like 5G.
The 5G segment is expected to have the highest CAGR during the forecast period
The 5G segment is expected to have the highest CAGR during the forecast period. According to the Global System for Mobile Communications Association (GSMA), 5G networks are projected to cover one-third of the world's population by 2025. The deployment of 5G technology offers superior speed, low latency, and the capacity to support IoT and other advanced applications. This drives significant demand for 5G-compatible telecom equipment, including base stations, antennas, and small cells.
During the forecast period, the North American region is expected to dominate the telecom equipment market. This dominance is attributed to high investment in telecom infrastructure, early adoption of advanced technologies like 5G, and the presence of major telecom companies. In addition, North America's telecom industry benefits from strong financial resources and a supportive regulatory environment, driving continuous advancements in network capabilities.
During the forecast period, the Asia Pacific region is expected to witness rapid growth in the telecom equipment market. The region's growth is driven by increasing investments in telecom infrastructure, the rollout of 5G networks, and the growing number of internet users in countries like China and India. The region's expanding digital economy and rising consumer demand for high-speed connectivity further contribute to its high growth rate.
Key players in the market
Some of the key players in Telecom Equipment market include Huawei Technologies Co. Ltd, Nokia Corporation, Ericsson, ZTE Corporation, Cisco Systems, Samsung Electronics Co., Ciena Corporation, Fujitsu Limited, Juniper Networks, Inc., NEC Corporation, CommScope Holding Company, Inc., Adtran, Infinera, Arris International Limited, Qualcomm Technologies, Inc., Ribbon Communications Operating Company, Inc., FiberHome Technologies, and Extreme Networks, Inc.
In July 2024, Nokia expanded its Fixed Wireless Access (FWA) portfolio with new 5G devices for the North American market and launched Broadband Easy Connect to simplify fiber home connections.
In June 2024, Ericsson won the Red Dot Design Award for its innovative Radio 4471 and Streetmacro 6705, recognizing excellence in industrial design and user experience.
In February 2024, Huawei showcased its 5.5G products and solutions at MWC Barcelona 2024, emphasizing the future of intelligent digital transformation and network-cloud-intelligence synergy.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.