DCSG(Disaggregated Cell Site Gateways)市場:2024年12月

本報告調查了分解式基地台閘道 (DCSG) 市場的出現。 DCSG 是一款白盒蜂巢式基地台閘道或路由器，基於開放式解耦架構，適用於現有 2G/3G/4G 和 5G 網路。我們分析 DCSG 架構和實施，包括新興市場生態系統。它還追蹤白盒硬體銷售情況、按地區劃分的軟體銷售情況，並提供全球蜂窩站點總數和五年市場預測。

目錄

概要

重要的要點

RAN 停滯阻礙了新興 DCSG 市場的起飛，但預計最終將在即將到來的第二個 5G 週期起飛

• 在硬體領域的 EDGECORE 和 UFISPACE 以及軟體領域的 CIENA 和 IP INFUSION 的推動下，2024 年銷售額預計將達到 6,500 萬美元
  • 鈀登科技與 UfiSpace 引領硬體領域
  • NOS供應商中，Ciena和IP Infusion表現良好
• 由於 DCSG 停滯，生態系統萎縮
  • 2023 年 2 月，Mavenir 加入虛擬蜂巢式基地台路由器
• 這是暴風雨前的寧靜，長期預測正在好轉
  • DCSG 單位產量不斷增加，佔現有全球足跡的 19%（不包括中國）
  • 由於中國明顯缺席，全球市場各地區較平衡
  • 5G 替代 CSG 將在整個預測期內保持主流
  • 當 5G 普及時，由於密度更高，新的 DCSG 添加階段將開始
  • 但是，5G 用例最終將決定 DCSG 的添加速度。

電信網路元素的去中心化是當今面臨的課題，DCSG 是首要議題

• AT&T、Telefonica 和 Vodafone 一直是並將繼續是權力下放的主要推動者
  • 但是，需要更多的 CSP 進入市場才能創造可行的 DCSG 市場
  • DCSG 在世界許多地區都無法擊敗 CSG
• 有些人稱之為蜂窩基地台網關，其他人稱之為路由器。我們的研究表明CSG具有路由能力並且滿足路由器的要求。
  • 這些 CSG 存在於 RAN 與聚合路由器之間
  • 將 DCSG 稱為白盒子是一個明顯而有力的論點。
  • 在某些時候，聚合路由器和核心路由器預計將成為下一個
  • 一級 CSP 透過 TIP 支持和促進權力下放工作
  • 消除供應商鎖定和豐富的 NOS 軟體是非常有吸引力的驅動力。
  • 此外，對於歐洲通訊服務供應商來說，尋找中國供應商的硬體替代品的需求是次要因素。
• 傳統電信供應商正在按照自己的策略前進，不受干擾或受到威脅。
  • 思科於 2019 年 12 月推出 Silicon One 與 IOS XR7，維持領先地位
  • 瞻博網路將雲端原生路由器加入到廣泛的路由器產品組合中
  • 忘記硬件，軟體才是王道
  • 然而，既然 5G 已經達到了臨界點，所有人都同意 DCSG 的可行性尚未得到證實。
  • RAN 架構和拓撲以及 5G 用例需要考慮的關鍵因素
  • 愛立信並未設想在 gNB 或蜂窩基地台提供路由功能
  • 3GPP 第 16 版採用 IAB，這是一種新的回程概念，無需 CSG/CSR
  • 與 4G 相比，5G 毫米波改變了 CSG/CSR 的遊戲規則
  • 最終，越去中心化，就越一體化
  • 思科表示，其大多數路由器客戶群將維持完全整合的模型

This report explores the emergence of the Disaggregated Cell Site Gateways (DCSG) market. DCSG is a white-box cell site gateway or router based on an open and disaggregated architecture for existing 2G/3G/4G and 5G networks. This report analyzes DCSG architectures and implementations, including the emerging market ecosystem. It tracks white box hardware units and sales, and software sales, all broken down by regions: North America, Europe Middle East Africa, Asia Pacific, and Caribbean Latin America. The report provides the total number of cell sites worldwide and 5-year market forecasts. As this market is just emerging, it is too early to publish vendor market shares.

All numbers (e.g., DCSG units and sales) collected and generated in this report relate to the novel disaggregated network nodes that perform the collection, the transport and the routing of mobile traffic coming in and out of the cell site in a radio access network (RAN).

TABLE OF CONTENTS

ABSTRACT

KEY TAKEAWAYS

THE RAN LULL PREVENTS THE NASCENT DCSG MARKET FROM TAKING OFF BUT IT EVENTUALLY WILL WITH THE UPCOMING 2ND 5G CYCLE

• 2024 POINTS TO $65M IN SALES LED BY EDGECORE AND UFISPACE FOR HARDWARE AND CIENA AND IP INFUSION FOR SOFTWARE
  • Edgecore and UfiSpace lead the hardware category
  • Among the NOS suppliers, Ciena and IP Infusion are thriving
• THE DCSG LULL SHRUNK THE ECOSYSTEM
  • In February 2023, Mavenir joined the party with a virtual cell site router
• THIS WAS THE LULL BEFORE THE STORM, THE LONG-TERM FORECAST IS LOOKING UP
  • DCSG unit volumes are ramping up to account for 19% of the worldwide existing footprint, excluding China
  • The notable absence of China makes the worldwide market more balanced across regions
  • 5G-driven CSG replacement will remain predominant throughout the forecast period
  • Once 5G becomes ubiquitous, densification will trigger a phase of new DCSG addition
  • But ultimately, 5G use cases will dictate the DCSG addition rate

TELECOM NETWORK ELEMENT DISAGGREGATION STAYS A L'ORDRE DU JOUR WITH DCSG AT THE TOP OF THE AGENDA

• AT&T, TELEFONICA AND VODAFONE HAVE BEEN AND REMAIN THE MAJOR DRIVING DISAGGREGATION FORCE
  • But the market needs more CSPs to take the plunge and create a viable DCSG market
  • In many places in the world, the DCSG can't beat the CSG!
• SOME SAY CELL SITE GATEWAY, OTHER SAY ROUTER; OUR RESEARCH INDICATES CSG HAVE ROUTING CAPABILITIES AND FIT THE ROUTER BILL
  • These CSGs reside between the RAN and the aggregation router
  • Calling a DCSG a white box is an unambiguous strong statement
  • At some point, aggregation and core routers will be next
  • Tiers 1 CSPs support and through TIP, drive the disaggregation journey
  • The elimination of vendor lock in and the abundance of NOS software are very compelling drivers
  • In addition, for European CSPs, the need to find hardware alternatives to Chinese vendors was a secondary driver
• UNFAZED AND UNTHREATENED, THE TRADITIONAL TELECOM VENDOR ESTABLISHMENT IS CHUGGING ALONG WITH THEIR OWN STRATEGY
  • With its Silicon One and IOS XR7 launched in December 2019, Cisco maintains its lead
  • Juniper Networks added a cloud-native router to its broad router portfolio
  • Forget the hardware, software is king
  • However, all agree that with 5G reaching critical mass, the viability of the DCSG remains to be proven
  • RAN architecture and topology and 5G use cases are the key factors for consideration
  • Ericsson neither envisions routing functionality at the gNB nor at the cell site
  • 3GPP Rel. 16 features IAB, a new backhaul concept that eliminates the need for CSGs/CSRs
  • Compared to 4G, 5G mmWave is a CSG/CSR game changer
  • And at the end of the day, the more disaggregation, the more integration
  • Cisco says a majority of its router customer base will stick with the fully integrated model