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無線基礎設施市場:2024年與第3季 - 2G/3G/4G/5G無線存取(點閱)核心網路
市場調查報告書
商品編碼
1596788

無線基礎設施市場:2024年與第3季 - 2G/3G/4G/5G無線存取(點閱)核心網路

Wireless Infrastructure 3Q24, November 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

本報告分析了2024年第三季全球無線基礎設施市場，涵蓋2G、3G、4G、5G無線接取網路（RAN）和核心網路節點。 2016年至2023年各地區（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）。數據、季度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。歷史數據包括 30 多家無線基礎設施供應商的銷售情況，其中包括向研究提供機密銷售數據的供應商。市場預測是基於無線基礎設施供應商銷售與 20 年服務供應商網路部署模式分析、升級和擴展計畫之間的相關模型。

目錄

概要

重要的點:2024年第3季幾個改善被看了,不過，結果各式各樣

2024年第3季接連改善能看,不過，結果各式各樣

  • 北美地區創下季度紀錄
  • 公開賽是所有組別中最亮點的
  • 儘管採用速度緩慢，但 5G 仍然是一個積極的信號
    • 強烈希望更快過渡到 5G SA
    • LTE-A 和 VoLTE 升級潛力依然驚人
    • 對 IMS 的需求比以往任何時候都更大，但語音有什麼問題嗎？
    • 對新 EPC 的需求正在消失，但產能仍在繼續擴大
  • 華為仍然排名第一，但愛立信正在縮小差距
    • 愛立信和華為在 RAN 市場佔有率方面不分上下
  • 在核心網路領域，華為和中興通訊合計佔62%的市場佔有率，愛立信仍位居第二
    • 向 5G SA 的長期緩慢過渡已經結束，將於 2024 年第三季恢復
    • 在虛擬EPC銷售方面，華為和愛立信在市佔率上處於不分伯仲的狀態。
    • 獲得或維持 EPC/vEPC 市佔率是一項艱難的平衡舉措

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
  • 不過，與先前的週期不同的是，沒有新的G創造新的投資週期，但5G仍然是一個正面的訊號
  • 由於 2024 年第三季的業績低於預期，我們下調了 2024 年的預測。
  • 如2024年第二季報告中所提到的，市場將進入調整區域
    • AT&T 的 Open RAN 計畫讓北美今年重回成長軌道
    • 5G 高峰過後，其他地區的銷售量可能會下降，最多也可能保持平穩

我們的長期無線基礎設施市場預測顯示出持平且略有下降的趨勢

  • 隨著中國供應商退出某些國家，4G和5G設備二手市場蓬勃發展，壓倒其他市場
    • 隨著德國準備退役華為的 5G 設備，預計 2025 年至 2026 年新一輪的二手設備將湧入二手市場。
  • 經過一段時間的中斷後，開放 RAN 將從今年開始正式啟動。
    • 地緣政治因素推動開放 RAN 生態系統和愛立信、諾基亞和三星主導的傳統 5G RAN 的部署
  • 亞太地區擁有全球最大的無線網絡，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 正在復甦，未來有望成長
簡介目錄

This report analyzes the 3Q24 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: 3Q24 DELIVERED SOME IMPROVEMENTS BUT IT WAS A MIXED BAG

3Q24 CONTINUES TO SHOW SOME IMPROVEMENT, BUT IT WAS A MIXED BAG

  • NORTH AMERICA MADE THE QUARTER
  • OPEN RAN WAS THE BRIGHTEST SPOT OF ALL CATEGORIES
  • 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
  • ALTHOUGH HUAWEI STAYS #1, ERICSSON IS CLOSING THE GAP
    • For RAN market share, Ericsson and Huawei are neck AND neck
  • IN CORE NETWORKS, HUAWEI AND ZTE COMBINED COMMAND A 62% MARKET SHARE, ERICSSON STAYED #2
    • The prolonged slow migration to 5G SA is over, 3Q24 showed a PICKUP
    • In virtual EPC sales, Huawei and Ericsson are neck and neck in the market lumpiness
    • 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 CUT OUR 2024 FORECAST TO REFLECT THE SLOWER 3Q24 THAN ANTICIPATED
  • AS SAID IN OUR 2Q24 REPORT, THE MARKET HAS ENTERED CORRECTION TERRITORY
    • AT&T's open RAN plan brings North America back to growth this year
    • Post-5G peak, all other regions will BE down or flat at best

OUR LONG-TERM WIRELESS INFRASTRUCTURE MARKET FORECAST POINTS TO FLATNESS AND SLIGHT 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