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市場調查報告書

5G基礎設施

5G Infrastructure

出版商 Bishop & Associates, Inc. 商品編碼 960718
出版日期 內容資訊 英文
商品交期: 請詢問到貨日
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紙本版運費將依地區不同而調整,約為美金US$100∼$150不等

5G基礎設施 5G Infrastructure
出版日期: 2020年09月17日內容資訊: 英文
簡介

寬頻的第一波變革正在進行中,它影響所用連接器的類型,購買者以及使用頻率。這種影響將通過移動基礎設施,有線運營商的中央站以及傳統的有線電視設備市場來感受到。

在本報告中,我們將調查和分析5G基礎架構,並將有關正在進行的硬件更改將如何影響連接器的購買趨勢以及何時引入參考時間表的系統化考慮。

目錄

前言

第1章背景

第2章執行摘要

第3章前廳基礎設施

  • 從CS天線到BBU/分佈式單元
  • 簡介
  • BBU重新定義
  • 硬件概述和關鍵術語
  • 大型無線天線
  • RRU
  • BBU
  • 所需頻譜定義了硬件部署
  • 基站架構趨勢:長期展望
  • 5G對無源天線和RRU中連接器使用的影響
  • 射頻I/O面板和無源天線封裝的主要趨勢
  • 小型化的改善
  • 擴展使用多頻帶RRU
  • 集線器實施
  • 從無源到混合的先進有源天線系統
  • 無源天線波束轉向技術
  • 簡單有源天線單元
  • 使用M-MIMO技術的有源天線系統
  • 先進的有源集成天線系統
  • 先進天線系統中連接器的趨勢
  • 小型蜂窩移動無線網絡
  • 小蜂窩天線外殼
  • 小型蜂窩RRU和BBU集成
  • 前廳問題
  • 概述
  • 主要連接器的趨勢
  • 全球連接器收入預測:按天線類型

第4章回程基礎架構

  • 從DU/BBU到中央車站
  • 簡介
  • 從BBU(DU/CU)到中央站/核心的主要變化
  • BBU位置更改
  • RAN體系結構的三種基本類型
  • 4G/5G設備混合搭配方案
  • 5G單機版可提供運營商控制和所需的效率
  • 5G規格為白盒標準構建了Telco驅動器
  • 上游內容提供商是移動和固定訪問提供商的主要合作夥伴
  • "OTT" 遊戲和VR/AR內容需要更多的帶寬和更短的延遲
  • 服務運營商與Datacom Special Interest Group合作,推廣白盒解決方案
  • 回程網絡中的主連接器接口
  • 背景
  • 下一代可插拔外形
  • 小型光纖接口
  • 關於硬件趨勢的評論摘要

第5章固定訪問基礎結構

  • 從中心站到訂戶屬性的邊緣
  • 固定無線訪問簡介
  • 中央站訪問設備
  • PON網絡的演進
  • 混合光纖同軸(HFC)接入網絡
  • 分佈式訪問體系結構(DAA)
  • 遠程訪問節點
  • 通用訪問平台(GAP)
  • 氫氟碳化合物設備趨勢摘要
  • 連接器市場的影響
  • 固定無線訪問(FWA)
  • 簡介
  • FWA面臨的獨特挑戰
  • Wi-Fi和NexGen電視
  • 評論摘要:寬帶訪問

第6章網絡傳輸和微波無線電的趨勢

  • 簡介
  • 傳輸層設備
  • 重要的傳輸層硬件開發項目
  • 微波井下無線設備
  • 簡介
  • 中長期連接器市場的主要驅動力
  • 當前技術效率提高的示例
  • 微波基礎設施
  • 微波無線電製造商如何改進技術
  • 連接器趨勢

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目錄
Product Code: M-980-20

The first wave of broadband changes is in-process and will impact the types of connectors used, who buys them, and how often. The impact will be felt in the mobile infrastructure and through the wireline carrier central office and traditional cable television equipment markets.

  • How is the telecom industry breaking from the past to prepare for tomorrow? What role are industry groups playing in the implementation of 5G?
  • How will the growing sophistication of radio area networks support connector industry growth?
  • What fundamental changes are needed for service providers to profitably provide ongoing service improvements at a reasonable price?
  • How will the accelerating adoption of software-defined open-source hardware platforms impact connector sales forecasts for proprietary equipment sets.
  • How are mobile and fixed broadband networks being integrated onto shared hardware platforms?

Bishop & Associates newest research report, ‘5G Infrastructure - How 5G is Impacting Infrastructure Hardware and Connector Buying Trends’ provides insight as to how 5G and the hardware changes in-process will impact connector buying trends and a reference timetable for when they will be deployed. Timelines may move in or move out, but the significant changes outlined in this report will largely play out over the next five years.

Additional Details:

Written for connector manufacturers and channel partners, equipment vendors, and industry analysts, Bishop & Associates' newest research report, 5G Infrastructure - How 5G is Impacting Infrastructure Hardware and Connector Buying Trends focuses on how broadband service providers are overhauling their infrastructure to provide for the next-gen use cases that are grabbing headlines.

The first waves of broadband infrastructure changes are in-process and already impacting the types of connectors used, who buys them, and how often. The impact is being felt in mobile infrastructure and through the wireline carrier central office and traditional cable television equipment markets. These networks are being converged. As the foundational changes needed for network convergence reach critical levels of implementation next-gen use cases will be ramping up. The first waves of infrastructure streamlining now in process will be a defining trend in broadband equipment connector purchasing through 2025.

The 5G Infrastructure report focuses on how the telecom industry is breaking from its past to prepare for tomorrow. 5G and the first wave of changes underway will introduce a new normal to the infrastructure connector market. Radio area networks will become increasingly sophisticated, and their ongoing evolution will support connector industry growth above 27% through 2025. Connector sales for the rack-based equipment used throughout the rest of the network will grow as well but at a lower rate. The differences here are partly due to the accelerating adoption of more efficient software-defined open-source hardware platforms to replace the proprietary equipment sets that prevail today. The open-source hardware sector of the market will grow at an accelerating pace through 2025.

For service providers to profitably provide a greatly expanded set of services at acceptable prices, they need to first transition to a simpler, more unified infrastructure. As significantly, they need to do it at a pace that makes business sense. Their platforms need to support existing subscribers and ongoing increases in bandwidth as well as be flexible enough to quickly address next-gen use cases. To this end, communication service providers are following the playbook used by the hyper-scale datacenters. The hyper-scalers improved their service flexibility and dramatically reduced costs by converting their voice, video, and data hardware onto unified software-defined hardware platforms based on IP-protocols. What differentiates the telecom industry challenges is that they are implementing these same changes across many hundreds of thousands of locations worldwide.

Projections for how the 5G infrastructure market will unfold vary dramatically. If you read the headlines, you might think it is here now. And people may buy their 5G phones tomorrow, but the anticipated service improvements will be incremental and introduced over time. New spectrum will be phased in over years. Radio networks will evolve in phases to provide added 4G-LTE support as well as support the introduction of new 5G services. The underlying networks will be modified to provide for more independent control interfaces.

Our forecasts are based on fundamental equipment trends and how they will impact connector value per equipment class at a strategic level. These are uncertain times. Currency exchange rates, spectrum auction timing, heightened political unrest, new disruptive technologies, and of course, the issues related to COVID-19 all impact predictions.

The report outline provides insight as to how 5G and the hardware changes in-process will impact connector buying trends and a reference timetable for when they will be deployed. Timelines may move in or move out, but the significant changes outlined in this report will largely play out over the next five years.

Chapter Summaries:

There are four chapters of more technical content to the report. Each covers a different segment of the communications service operator infrastructure. The focus in each section is on the primary equipment types, the transitions in progress, and how they will impact connector buying trends.

Table of Contents

Preface

  • About this Report

Chapter 1 - Background

  • Key Technical Attribute of 5G and Why They Are Important
  • How 5G is being Implemented
  • Seven Major Telecom Organizations Which Lead Development of New Mobile Telecom Standards
  • 3GPP Market Representation Partners
  • The Foundational Need for a Strong 4G-LTE Infrastructure
  • Mobile Subscriptions by Technology (billions)
  • 5G Will Enable Significant Growth in IoT Applications

Chapter 2 - Executive Summary

  • How the Major Trends Related to 5G will Impact the Connector Market
  • Major Background Issues and Trends
  • Total market Includes: Server, Storage, Network, Rack, Power, Peripheral, and Other Revenue
  • 2020 Total Market Value
  • 2023 Total Market Value
  • Projections from the Open Networking Forum
  • Equipment Vendors
  • Connector TAM for Open Source Hardware as a Percent of Active Rack-based Infrastructure Equipment
  • 2020 Total TAM
  • 2023 Total TAM
  • Overall
  • Focus on Broadband Access Equipment
  • Chapter Summaries
  • Chapter 3
  • 2020-2025 Global Connector Revenue Trends for Key Radio Equipment Sets
  • Chapter 4
  • Chapter 5 Fixed Broadband Access Networks
  • Chapter 6 Transport and Transmissions

Chapter 3 - Fronthaul Infrastructure

  • From the Cell Station Antenna to the BBU or Distributed Unit
  • Introduction
  • The BBU has been Redefined to Increase Deployment Flexibility
  • Hardware Overview and Key Terminology
  • Large Radio Antenna
  • RRU
  • BBU
  • Needed Spectrum will Define Hardware Deployment
  • Trends in Cell Tower Architecture - The Long View
  • How 5G is Impacting Connector use in Passive Antenna and RRUs
  • The RF I/O Panel and the Key Trends in Passive Antenna Packaging
  • Increased Miniaturization
  • Multi-band RRU Use is Growing
  • Hub Implementations
  • From Passive to Hybrid to Advanced Active Antenna Systems
  • Beam Steering Technologies for Passive Antenna
  • Simple Active Antenna Units
  • Active Antenna Systems using M-MIMO Technology
  • Advanced Active Integrated Antenna Systems
  • Connector Trends in Advanced Antenna Systems
  • Small Cell Mobile Radio Networks
  • Small Cell Antenna Enclosures
  • RRU and BBU integration in Small Cells
  • The Fronthaul Challenge
  • Summary
  • Key Connector Trends
  • Global Connector Revenue Projections by Antenna Type

Chapter 4 - Backhaul Infrastructure

  • From the DU or BBU through the Central Office
  • Introduction
  • Chapter 4 Focuses on Key Changes from the BBU (DU & CU) through the Central Office/Core
  • The Changing Position of the BBU
  • The Three Basic Types of RAN Architecture
  • 4G and 5G Equipment Mix-and-Match Scenarios
  • 5G-Stand-Alone Provides Critical Operator Control and Needed Efficiency
  • 5G Specifications Build off Telco Drive for White Box Standards
  • Upstream Content Providers are Key Partners for Mobile and Fixed Access Providers
  • "OTT" Gaming and VR/AR Content Needs More Bandwidth & Reduced Latencies
  • Service Operators Work with Datacom Special Interest Group to Promote White Box Solutions
  • Primary Connector Interfaces in Backhaul Network
  • Background
  • Next-Gen Pluggable Form-Factors
  • Smaller Size Fiber Optic Interfaces
  • Summary Comments on Hardware Trends

Chapter 5 - Fixed Access Infrastructure

  • From the Central Office to the Edge of the Subscriber Property
  • Fixed Wireless Access Introduction
  • Access Equipment in the Central Office
  • PON Network Evolution
  • Hybrid Fiber Coax (HFC) Access Networks
  • Distributed Access Architecture (DAA)
  • Will the Remote Access Node Become a Point of Network Convergence?
  • Enter the Generic Access Platform (GAP)
  • Summary HFC Equipment Trends
  • Connector Market Implications
  • Fixed Wireless Access (FWA)
  • Introduction
  • The Unique Challenges FWA Faces
  • Wi-Fi and NexGenTV
  • Summary Comments - Broadband Access

Chapter 6 - Network Transport and Microwave Radio Trends

  • Introduction
  • Transport Layer Equipment
  • Critical Transport Layer Hardware Development Projects
  • Microwave Backhaul Radio Equipment
  • Introduction
  • Key Mid and Long-Haul Connector Market Drivers
  • Examples of Increasing Technical Efficiencies in Today's
  • Microwave Infrastructure
  • How Microwave Radio Makers are Improving Their Technology
  • How to Translate the Over-riding Trends into Connector Trends

Appendix 1 - Acronyms, Key Terms, and Definitions

Appendix 2 - Key Special Interest Groups and Standards Organizations

Appendix 3 - 4G-LTE, 5G Non-Standalone, and 5G Standalone - Partial 5G Upgrade Scenarios as Defined in the 3Gpp Release 15 Specs

Appendix 4 - CPRI, eCPRI, and Radio over Ethernet