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AI驅動的RAN（2025年 1月）
市場調查報告書
商品編碼
1648097

AI驅動的RAN（2025年 1月）

AI-Driven RAN, January 2025
出版日期: | 出版商: Teral Research | 英文 | 商品交期: 請詢問到貨日

價格
簡介目錄

多租戶 RAN/AI 服務可提高資本投資效率和收入多樣化

資料來源：Softbank Corp. Research Institute of Advanced Technology，2024年 12月

本報告研究了 AI 驅動的RAN 市場，並對硬體、軟體和服務的市場規模進行了估計和預測。

目錄

摘要

重要事項

AI 已經出現在 RAN 中，並準備主導它。讓我們為AI-RAN做好準備！

  • 同時運作和管理 RAN 和 AI 工作負載的能力將定義 AI-RAN
    • NVIDIA 的AI-RAN 將傳統 RAN 從注重成本轉變為注重利潤
  • SoftBank計畫在2026年推出 AI-RAN，而Microsoft則提出為 6G RAN 打造分散式 AI 平台
    • 無論Microsoft和SoftBank如何在 RAN 中使用 AI，它都需要無縫整合到現有網路中。
  • AI-RAN 將把 GPU 引進 RAN
    • 這引發了 GPU 與 CPU 的激烈爭論。
  • AITRAS 是SoftBank AI-RAN 的名稱，其中還包括Fujitsu的RU 和 VRAN 軟體。
    • 基於 GPU 的AI-RAN 是一項昂貴的提議，但SoftBank並不這麼認為
    • Microsoft和SoftBank的AI-RAN 研究促成了 AI-RAN 聯盟的成立
    • 雖然 RAN 的AI 已經可用，SoftBank已經對 AI 和 RAN 進行了測試，但 RAN 上的AI 是不可行的。
  • 基於GPU的RAN仍處於起步階段，但RAN的AI市場蓬勃發展
    • 在整個預測期內，RAN 的AI 將主導 AI-RAN 市場
    • SoftBank 預計將於2026年在其 RAN 覆蓋範圍內部署 AITRAS
    • 日本和韓國預計將率先採用 GRAN 作為 6G 的途徑
    • 在美國，目前只有 T-Mobile 加入，但他們並不著急
  • 中國的目標是 L4 自主網路，並擁有自己的AI-RAN 方法和生態系統
    • 事實上，DeepSeek 可以為中國提供一種更便宜的替代方案，改變全球人工智慧秩序。
    • DeepSeek R1 對華為 Ascend 平台的支援對 Nvidia 乃至 AI-RAN 聯盟構成了直接挑戰。
  • 如果沒有從 D-RAN 到 C-RAN、VRAN 和 OPEN RAN 的演進，AI-RAN 可能無法實現
    • 嵌入 D-RAN 的D-SON 為 RAN 的AI 鋪平了道路
    • RAN 的AI 始於2008年 3GPP SON 演算法的引進
    • 3GPP AI RAN Rel.18 利用 SON 和 MDT，是 5G-Advanced 中第一個將 AI 和 ML 引進 RAN 的版本
    • 3GPP Release 19 繼續融入 AI/ML，讓 5G-Advanced 更加智能 從 ML 到 LLM，實現 RAN 最佳化
    • 生成式人工智慧是實現自主 RAN 的突破
    • Aira Technologies 採用生成式 AI 來增強現有軟體、加速 RAN 自動化並實現其自主 RAN 願景

生態系統是 "AI FOR RAN" ，現在是時候為AI-RAN做好準備了！

  • 各大 RAN 供應商均致力於 RAN 的AI，並進行 AI-RAN 的研發
    • Ericsson將 AI 嵌入其 L1、L2 和 L3 RAN 產品組合中
    • Nokia提出神經發射器、解映射器和接收器
    • 三星進行 AI-RAN 研究，並研究如何將 AI 融入 RAN
  • 如前所述，Huawei和ZTE致力於自主網路，包括 GENAI、LLM 和 AIRAN 組件。
    • Huawei的IntelligentRAN 使用生成式 AI，但尚不清楚它是否是 DeepSeek
    • ZTE推出 uSmartNets 平台，其中包括用於 RAN 的AI 元件
簡介目錄

Using the AI-RAN Alliance framework as its foundation and leveraging our RAN Automation report, this new report sizes and forecasts the AI-driven RAN hardware, software and services revenue market. Defined as AI-RAN, it includes GPU-based RAN (gRAN) and its orchestrator; the O-RAN Alliance's near-Real Time RAN Intelligent Controller (RIC) xApps, non-Real Time RIC rApps, and service management orchestration (SMO); and the Third Generation Partnership Project's (3GPP) self-organizing networks (SON). Lastly, this report analyzes the ongoing evolution of AI-powered SON to RIC and SMO to AI-RAN.

Multitenant RAN and AI services enhance capital investment efficiency
and revenue difersification

                  Source: Softbank Corp. Research Institute of Advanced Technology, December 2024.

TABLE OF CONTENTS

ABSTRACT

KEY TAKEAWAYS

AI IS ALREADY IN THE RAN AND READY TO TAKE IT OVER, GEAR UP FOR AI-RAN!

  • THE ABILITY TO RUN AND MANAGE RAN AND AI WORKLOADS CONCURRENTLY DEFINES AI-RAN
    • NVIDIA's AI-RAN transforms traditional RAN from a cost center to a profit center
  • WHILE SOFTBANK PLANS TO DEPLOY AI-RAN IN 2026, MICROSOFT PROPOSES A DISTRIBUTED AI PLATFORM FOR 6G RAN
    • Whatever Microsoft and SoftBank do with AI in the RAN, it needs to be smoothly integrated in existing networks
  • AI-RAN BRINGS GPU TO THE RAN
    • That sparked an agitated GPU vs. CPU debate!
  • AITRAS IS THE NAME OF SOFTBANK'S AI-RAN THAT ALSO INCLUDES FUJITSU'S RU AND VRAN SOFTWARE
    • A GPU-based AI-RAN is an expensive proposition but SoftBank does not think so
    • Microsoft's and Softbank's AI-RAN research led to the launch of the AI ran alliance
    • While AI for RAN is here, SoftBank validated AI and RAN but AI on RAN is far fetched
  • WHILE GPU-BASED RAN IS INCIPIENT, THE AI FOR RAN MARKET IS ALIVE AND KICKING
    • AI for RAN will dominate the AI-RAN market throughout the forecast period
    • We count on Softbank to introduce its AITRAS in its RAN footprint in 2026
    • We expect Japan and South Korea to be early adopters of GRAN as a path to 6G
    • In the U.S., only T-Mobile is on board so far but not in a rush
  • CHINA IS SHOOTING FOR L4 AUTONOMOUS NETWORKS AND HAS ITS OWN AI-RAN APPROACH AND ECOSYSTEM
    • In fact, with DeepSeek, China has a cheaper alternative to offer, which is going to change the world's AI order
    • DeepSeek R1's support for Huawei's Ascend platform poses a direct challenge to Nvidia and therefore, to the AI-RAN Alliance
  • AI-RAN WOULD HAVE NEVER BEEN POSSIBLE WITHOUT THE EVOLUTION FROM D-RAN TO C-RAN, VRAN AND OPEN RAN
    • Embedded in D-RAN, D-SON paved the way to AI for RAN
    • AI for RAN started with the introduction of 3GPP SON algorithms in 2008...
    • Leveraging SON and MDT, 3GPP AI RAN Rel. 18 is the first release of 5G-Advanced that introduces AI and ML to the RAN
    • 3GPP Release 19 will continue to embed AI/ML to make 5G-Advanced more intelligent
    • From ML to LLMs for RAN optimization
    • Generative AI is a quantum leap in the realization of autonomous RAN
    • Aira Technologies adopted GenAI to augment its existing software, accelerate RAN automation, and deliver its autonomous RAN vision

THE ECOSYSTEM IS AT "AI FOR RAN," TIME TO GEAR UP FOR AI-RAN!

  • LEADING RAN VENDORS STAY BUSY WITH AI FOR RAN WHILE CONDUCTING AI-RAN R&D
    • Ericsson is incorporating AI in its RAN portfolio across L1, L2, L3
    • Nokia proposes a neural transmitter, demapper and receiver
    • Samsung is conducting research on AI-RAN, looking at how to integrate AI into RAN
  • AS POINTED EARLIER, HUAWEI AND ZTE ARE FOCUSED ON AUTONOMOUS NETWORK, WHICH INCLUDES GENAI, LLM AND AN AIRAN COMPONENT
    • Huawei's IntelligentRAN uses Generative AI, we don't know if it is DeepSeek
    • ZTE provides its uSmartNets platform that includes an AI for RAN component