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無線基礎設施市場：2024年第二季報告：2G/3G/4G/5G 無線存取和核心網路
市場調查報告書
商品編碼
1539833

無線基礎設施市場：2024年第二季報告：2G/3G/4G/5G 無線存取和核心網路

Wireless Infrastructure 2Q24 Report, August 2024: 2G/3G/4G/5G Radio Access & Core Networks
出版日期: | 出版商: Teral Research | 英文 | 商品交期: 請詢問到貨日

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簡介目錄

本報告調查全球無線基礎設施市場，以2024年第二季的 2G、3G、4G、5G 無線接取網路（RAN）和核心網路節點為對象。刊載各地區（北美、中東非洲、亞太地區、加勒比海和拉丁美洲）的2G/3G/4G/5G RAN（包括開放? RAN）和核心網（EPC、vEPC、5GC），2016年至2023年的過去資料，季市場規模和供應商市場佔有率，以及到2029年的詳細市場預測。歷史資料包括超過 30家無線基礎設施供應商的銷售情況。

目錄

摘要

重點：2024年第2季顯示無線基礎設施市場觸底並即將恢復成長

2024年第二季顯示無線基礎設施市場已觸底

  • 只有中國和美國開展了值得注意的活動
  • 雖然所有類別均較去年同期下降，但 5G 和 4G年成長。
  • 儘管採用速度緩慢，5G 仍然是一個積極的信號
  • 華為保持第一的地位並再次擴大市場佔有率。諾基亞和中興通訊也擴大了市場佔有率
  • 在核心網路領域，華為和中興通訊合計佔65%的市場佔有率，Ericsson仍位居第二

正如預測的那樣，高峰已經過去，2023年將是撤資週期的第二年，2024年將是第三年

  • 與 4G 一樣，5G 也有長尾
  • 但是，與先前的週期不同的是，沒有新的G 會創造新的投資週期。 5G仍是亮點
  • 自2024年 2月發布2023年第四季更新以來，本公司的預測保持不變
  • 如本報告開頭所述，市場正處於調整區間。

本公司的長期無線基礎設施市場預測顯示出下降趨勢

  • 隨著中國供應商退出部分國家，4G和5G設備二手市場蓬勃發展，壓倒其他市場
  • 經過一段時間的中斷後，開放 RAN 將從今年開始正式啟動。
  • 亞太地區擁有全球最大的無線網路，仍將是最大的市場
  • 北美仍是全球第二大市場
  • 歐洲、中東和非洲（EMEA）地區的5G 普及率將下降到2029年
  • CALA 復甦，未來有望成長
簡介目錄

This report analyzes the 2Q24 wireless infrastructure market worldwide and covers 2G, 3G, 4G and 5G radio access network (RAN) and core network nodes. It presents historical data from 2016 to 2023, quarterly market size and vendor market shares, and a detailed market forecast through 2029 for 2G/3G/4G/5G RAN, including Open vRAN, and core networks (EPC, vEPC, and 5GC), for each region (North America, Europe Middle East Africa, Asia Pacific, Caribbean Latin America). The historical data accounts for the sales of more than 30 wireless infrastructure vendors, including a few vendors that shared confidential sales data with TERAL RESEARCH. The market forecast is based on a model correlating wireless infrastructure vendor sales with 20 years of service provider network rollout pattern analysis, and upgrade and expansion plans.

TABLE OF CONTENTS

ABSTRACT

KEY TAKEAWAYS: 2Q24 SIGNALED THE WIRELESS INFRASTRUCTURE MARKET IS BOTTOMING OUT, THE RETURN TO GROWTH IS IMMINENT

2Q24 SIGNALED THE WIRELESS INFRASTRUCTURE MARKET IS BOTTOMING OUT

  • CHINA AND THE U.S. WERE THE ONLY COUNTRIES WITH NOTABLE ACTIVITY
  • WHILE ALL CATEGORIES DECLINED YOY, 5G AND 4G GREW SEQUENTIALLY
  • EVEN WITH A SLOWER PACE OF ROLLOUTS, 5G REMAINS THE BRIGHT SPOT
    • A faster migration to 5G SA is greatly desired
    • The potential for LTE-A and VoLTE upgrades remains phenomenal
    • The need for IMS has never been greater, what's wrong with voice?
    • The need for new EPC is vanishing but capacity expansion continues
  • HUAWEI STAYS #1 AND INCREASED ITS SHARE AGAIN; BOTH NOKIA AND ZTE GAINED SHARE
    • For RAN market share, Huawei, Nokia and ZTE increased their share
  • IN CORE NETWORKS, HUAWEI AND ZTE COMBINED COMMAND A 65% MARKET SHARE, ERICSSON STAYED #2
    • The prolonged slow migration to 5G SA continues to hinder 5G core sales
    • There is a huge disconnect between what Ericsson reports and the reality
    • In virtual EPC sales, Huawei kept its #1 position
    • Gaining or keeping market share in the EPC/vEPC market is a tough balancing act

AS RIGHTLY PREDICTED, WE HAVE PASSED THE PEAK AND 2023 WAS THE SECOND YEAR OF THE DISINVESTMENT CYCLE, 2024 WILL BE THE THIRD YEAR

  • LIKE 4G, 5G WILL HAVE A LONG TAIL..
  • BUT UNLIKE PREVIOUS CYCLES, THERE IS NO NEW G TO CREATE A NEW INVESTMENT CYCLE; 5G REMAINS THE BRIGHT SPOT
  • WE HAVE NOT CHANGED OUR FORECASTS SINCE OUR 4Q23/2023 UPDATE PUBLISHED IN FEBRUARY 2024
    • In our 4Q23 update, we revised both our short-term and long-term forecasts downward
  • AS SAID AT THE BEGINNING OF THIS REPORT, THE MARKET HAS ENTERED CORRECTION TERRITORY
    • AT&T's open RAN plan will bring North America back to growth this year
    • Post-5G peak, all other regions will be either down or flat at best

OUR LONG-TERM WIRELESS INFRASTRUCTURE MARKET FORECAST POINTS TO DECLINING TREND

  • FURTHER EXACERBATED BY THE VIBRANT SECONDHAND MARKET FOR 4G AND 5G EQUIPMENT COMING FROM THE REMOVAL OF THE CHINESE VENDORS IN SPECIFIC COUNTRIES THAT SWAMPS OTHER MARKETS
    • With Germany gearing up to remove Huawei's 5G equipment, we expect another cycle of used kits to flood the secondhand market in 2025-2026
  • AFTER THE PAUSE, OPEN RAN WILL START TO RAMP UP THIS YEAR
    • Geopolitics fueled both the open RAN ecosystem and traditional 5G RAN rollouts led by Ericsson, Nokia, and Samsung
  • HOME TO THE WORLD'S LARGEST WIRELESS NETWORK FOOTPRINTS, ASIA PACIFIC WILL REMAIN THE LARGEST MARKET
  • NORTH AMERICA WILL REMAIN THE WORLD'S SECOND LARGEST MARKET
  • EMEA'S 5G WILL DECLINE THROUGH 2029
  • CALA IS BOUNCING BACK WITH POTENTIAL GROWTH AHEAD