5G基地台-市場佔有率分析、產業趨勢與統計、2024年至2029年成長預測

今年全球5G基地台市場規模為411.2億美元。

預計到預測年末將達到 1,413.5 億美元，預測期內複合年成長率為 28.01%。

主要亮點

• 由於對低延遲高速資料的需求不斷成長，5G基地台市場預計將在研究期間顯著發展。此外，5G物聯網生態系統的成長和強大的通訊服務預計將為5G基地台市場的發展提供良好的前景。此外，推動市場擴張的關鍵原因之一是採用網路設備的趨勢不斷增加。
• 大多數 5G 網路可能由小型基地台組成。小型基地台對於 5G 網路的運作至關重要，因為它們可以增加 5G 所需的資料容量。提供者還可以透過消除昂貴的屋頂系統和安裝成本來節省資金，並提高行動裝置的性能和電池壽命。在當今的環境中，需要增加頻寬和更多連接設備的應用需要小型基地台。例如，據思科系統公司稱，到 2030 年，將有 5,000 億台設備連接到網際網路。此外，5G通訊業者正專注於在較低頻寬部署小型基地台，以便為客戶提供增強的頻寬服務。
• 此外，愛立信表示，2022年至2023年，全球5G用戶數量預計將增加，從超過5.5億增加到超過16.7億。此外，根據GSMA的數據，到2025年，海灣合作理事會國家的5G採用率將略高於全球平均（15%）（客戶5G採用率為16%）。此外，中東和北非地區5G用戶數預計將達到1.2962億。 5G 用戶數量的大幅增加預計將推動市場發展。
• 根據中國工業和資訊化部預計，截至年終，中國5G基地台數量將達231萬個。憑藉大規模的基礎設施投資和雄心勃勃的部署計劃，中國已經實現了顯著的 5G普及。根據基本估算，到2024年基地台數量預計將達到600萬個以上。此外，根據日本內務部，截至 2022 年，日本的 5G 合約數量預計將超過 4,500 萬份。日本主要行動營運商 KDDI、軟銀、NTT Docomo 和 Rakuten Mobile 於幾年前開始在國內推出 5G 網路，最初專注於都市區。日本政府的目標是到 2024 年 3 月覆蓋 95% 的人口。
• 此外，一些主管部門也致力於解決頻譜挑戰並減少與 5G 基礎設施部署相關的成本障礙。例如，2023 年 7 月，哥斯大黎加通訊管理局 Sutel 發布了無線電頻率競標要求草案，以實現全國 5G 部署。與先前的競標相比，該計劃優先考慮基礎設施開發而不是收取頻譜使用費。這顯示將不再向Fonatel通訊發展基金提供進一步捐款。這些舉措符合高初始資本支出帶來的挑戰，並將有助於克服與部署 5G 網路相關的限制。
• 在新冠疫情期間，5G（至少在其初始版本）將充分利用通訊監管機構釋放某些頻寬頻寬的舉措，全球行動網路營運商（MNO）預計都市區開始廣泛部署農村地區均在網路內。隨後，新冠肺炎 (COVID-19) 大流行在全球爆發，導致供應鏈嚴重中斷，並減緩了 5G 的擴張速度。

5G基地台市場趨勢

智慧城市可望推動市場發展

• 在全球範圍內，隨著都市化進程的加快，智慧城市正在不斷發展。根據聯合國的數據，到 2050 年，印度（4.04 億人）、中國（2.92 億人）和奈及利亞將分別擁有 2.12 億居住者。新興的拉丁美洲大陸是世界上都市化。
• 此外，許多智慧城市計劃和措施正在全球實施，鼓勵全球對都市化的投資。經濟合作暨發展組織（OECD）預測，2010年至2030年間，全球智慧城市大都會基礎建設計劃投資將達到約1.8兆美元。智慧城市的這項措施預計將推動對 5G基地台的需求，以便為客戶提供不間斷的服務。
• 透過偵測緊急情況，5G智慧城市可以啟動多個緊急應變步驟，例如快速派遣救護車、醫療隊和消防隊前往災難現場。如果偵測到火災，它還可以在適當的時間自動關閉防火百葉窗或交換器噴灌。建築物中的感測器還可以偵測火災並向建築物管理系統發送警報，該系統可以指示致動器進行操作。由於5G的快速反應時間，消防噴灌將在偵測到火災後1-2秒啟動。
• 2022 年 6 月，在關鍵通訊世界大會上，摩托羅拉解決方案宣布了多種解決方案，以及其關鍵任務整合技術生態系統如何幫助克服公共行業最困難和不可預見的挑戰。我向您展示了我正在做的事情。雖然快速發展的技術和用戶需求繼續推動現代化的需求，但公共和軍事組織必須做好應對任何情況的準備。這包括重大緊急情況下的跨境通訊、利用人工智慧 (AI) 識別威脅以及部署用於遠端操作的雲端解決方案。
• 市場參與企業正在開發新的5G解決方案以佔領智慧城市市場，對5G基地台的需求將成比例增加。例如，2022年12月，杜拜綜合經濟區管理局（DIEZ）與Derq建立策略夥伴關係，為DIEZ的自由區提供先進的能力和有競爭力的智慧城市解決方案。兩家公司的代表和員工出席了紀念這項合作關係的簽署儀式。透過新的合作夥伴關係，Khazna資料中心的 5G MEC 伺服器或平台將使 DIEZ 能夠展示利用 5G通訊和邊緣運算技術的智慧城市解決方案。
• 根據國際管理髮展研究所的數據，截至 2022 年，丹麥被評為全球最具數位競爭力的國家。數位競爭力排名旨在分析公司和政府組織採用和實施數位技術的能力。北歐多國排名靠前，其中瑞典、芬蘭和挪威位居前15名。美國排名第二，被列為2021年最具競爭力的國家。數位化的大規模採用可能會為 5G 服務創造機會並增加 5G基地台的安裝。

預計北美將佔據很大的市場佔有率

• 美國由於5G部署投資率高，是5G基地台市場的主要創新者和投資者之一。該國的通訊業佔全球 5G 技術消耗的很大一部分。美國在區域5G基地台台市場的投資、部署和應用方面也佔據主導地位。 AT&T、Verizon和T-Mobile等美國通訊業者已與愛立信、三星、諾基亞、華為和中興通訊等網路設備供應商簽署了價值10億美元的協議，在美國建設5G網路基礎設施。
• 此外，2023 年 4 月，美國商務部長正式推出了一項 15 億美元的公共無線供應鏈創新基金，該基金將用於建立開放和互通性的網路。透過展示無線網路新型開放架構技術的可行性，這一輪首輪融資將確保美國及其全球盟友和合作夥伴創造 5G 和下一代無線技術的未來。為了展示開放無線接取網路等新無線技術的可行性並消除其採用的障礙，NTIA 的第一個 NOFO 遵循這些流程的回饋，旨在改進和擴大測試。
• 此外，該國5G部署的蓬勃發展將增加對5G基地台的需求，以支援已部署的5G功能和服務。例如，愛立信預計，到2026年5G用戶數將超過1.95億，而在美國，到2029年5G將占美國行動市場總量的約71.5%。 CTIA表示，快速成長將為美國5G經濟奠定基礎。它將帶來2,750億美元的投資和300萬個新就業崗位，帶來5,000億美元的經濟成長。
• 加拿大已成為所研究市場的潛在市場。近年來，儘管境外外包持續不斷且來自美國和東亞製造商的競爭加劇，5G 產業仍在不斷擴張。 2022年，愛立信在加拿大最大規模的消費者調查結果已經發布。愛立信是加拿大領先的5G網路服務供應商。資料顯示，加拿大有400萬智慧型手機用戶打算在12至15個月內升級到5G服務。從2020年開始，加拿大的智慧型手機用戶已經可以連接5G網路。愛立信消費者實驗室進行了「5G：下一波」研究。據介紹，近兩年5G用戶數成長了6倍。此外，已經擁有 5G 的加拿大人中有十分之八表示他們不想回到 4G。儘管 75% 的加拿大人可以使用 5G，但只有三分之一的 5G 用戶認為自己與 5G 的聯繫更緊密。
• 此外，政府協助該國發展無線連線預計將提振對 5G基地台的需求。例如，2023 年 5 月，加拿大政府宣布了一個新框架，以增強連接性和創新 5G 應用。創新、科學和工業部長宣布的一項新許可政策將使網路服務供應商、創新公司以及農村、偏遠和原住民社區更容易獲得 5G 本地頻率。

5G基地台行業概況

全球5G基地台市場適度整合，市場參與企業包括華為科技公司、中興通訊公司、諾基亞公司、康普控股公司和高通技術公司。公司持續投資於策略合作夥伴關係和產品開拓，以大幅提高市場佔有率。以下是一些最近的市場開拓：

2023年6月，華為技術有限公司贏得了一份重要契約，將在2023年至2024年期間向通訊業者中國移動供應一半以上的5G基地台。合約分為兩個計劃，第一個項目涵蓋2.6GHz至4.9GHz頻段的63,800個基地台，第二個項目涵蓋700MHz頻段的23,141個基地台。據估計，華為已獲得 45,426 個 5G基地台，價值估計為 41 億元人民幣（5.74 億美元）。

2023 年 2 月，第 1 層 5G IP 專家 AccelerComm 和英國技術和產品開發公司 TTP 宣布推出高效能 5G LEO（低地球軌道）再生系統，用於部署在 LEO（低地球軌道）上地球軌道衛星）宣布正在開發基地台。該計劃融合了兩家公司的專業知識和智慧財產權以及合作夥伴的額外技術，創建了一個專門專用5G 的再生 gNodeB 解決方案，旨在提案複雜的非地面網路(NTN) 環境中的高效能5G 服務。 。

其他福利

• Excel 格式的市場預測 (ME) 表
• 3 個月分析師支持

目錄

第1章簡介

• 研究假設和市場定義
• 調查範圍

第2章調查方法

第3章執行摘要

第4章市場洞察

• 市場概況
• 產業吸引力－波特五力分析
  • 買方議價能力
  • 供應商的議價能力
  • 新進入者的威脅
  • 替代品的威脅
  • 競爭公司之間敵對關係的強度
• COVID-19 市場影響評估

第5章市場動態

• 市場促進因素
  • 提高智慧型手機普及
  • 5G 相對於領先技術的主要優勢
• 市場挑戰
  • 設計和營運挑戰
• 市場機會
  • 持續努力在新興國家引入5G

第6章市場區隔

• 按類型
  • 小型基地台
  • 宏蜂巢
• 按最終用戶
  • 商業的
  • 住宅
  • 工業的
  • 政府機關
  • 智慧城市
  • 其他最終用戶
• 按地區
  • 北美洲
  • 歐洲
  • 亞太地區
  • 拉丁美洲
  • 中東/非洲

第7章 競爭環境

• 公司簡介
  • Huawei Technologies Co., Ltd.
  • ZTE Corporation
  • Nokia Corporation
  • CommScope Holding Company, Inc.
  • Qualcomm Technologies, Inc
  • Qorvo inc
  • Alpha networks inc
  • NEC Corporation
  • Telefonaktiebolaget LM Ericsson
  • Samsung Group

第8章投資分析

第9章 市場未來展望

The global 5G base station market was valued at USD 41.12 billion in the current year. It is expected to reach USD 141.35 billion by the end of the forecasted year, registering a CAGR of 28.01% during the forecast period.

Key Highlights

• Because of the rising need for high-speed data with lower latency, the 5G base station market is likely to evolve significantly throughout the studied period. Furthermore, the growth of the 5G Internet of Things ecosystem and robust communication services is anticipated to provide lucrative prospects for the 5G base station market to develop. Furthermore, one of the primary reasons propelling market expansion is the growing trend to employ networked devices.
• A majority of the 5G networks are feasible to be composed of small cells. Small cells are critical to the functionality of 5G networks because they provide the improved data capacity that 5G demands. They also enable providers to reduce costs by eliminating expensive rooftop systems and installation costs, and they are expected to allow improvements in the performance and battery life of mobile handsets. In today's environment, small cells are required for applications needing increased bandwidth and the increasing number of connected devices. For instance, according to Cisco Systems Inc., 500 billion devices will be connected to the internet by 2030. Moreover, 5G telecom operators are focused on deploying small cells under a low-frequency band to provide enhanced bandwidth services to the customer.
• Further, according to Ericsson, 5G subscriptions are expected to increase globally between 2022 and 2023, rising from over 0.55 billion to over 1.67 billion. Further, According to GSMA, The usage of 5G in GCC states will be slightly higher (16% customer 5G adoption) than the global average (15%) by 2025, mainly driven by governments and mobile operators with the support of mobile technology partners. Moreover, the number of 5G subscriptions is expected to reach 129.62 million in the Middle East and North African regions. Such a huge rise in 5g subscriptions would drive the market.
• According to the Ministry of Industry and Information Technology China, At the end of 2022, the number of 5G base stations in China amounted to 2.31 million. With extensive infrastructure investments and ambitious rollout plans, China has achieved significant 5G coverage. According to estimates, the number of base stations is expected to reach over six million by 2024. Further, according to the Ministry of Internal Affairs and Communications (Japan), More than 45 million 5G subscriptions were estimated in Japan as of 2022. The domestic rollout of 5G networks by Japan's major mobile carriers KDDI, SoftBank, NTT Docomo, and Rakuten Mobile started a few years back with an initial focus on urban areas. The Japanese government intends to reach a coverage of 95% of the population by March 2024.
• Moreover, several authorities are focusing on addressing the spectrum challenges and reducing the cost barriers associated with deploying 5G infrastructure. For instance, in July 2023, the draft requirements for the radio frequency auction that will enable the deployment of 5G throughout the nation were issued by Sutel, the Costa Rican telecom authority. The implementation of infrastructure is given priority above collecting fees for spectrum rights in the current plan, in contrast to earlier auctions. This indicates that no further contributions will be made to the Fonatel Telecommunications Development Fund. These initiatives align with the challenges posed by high initial capital expenditure and contribute to overcoming the restraints associated with deploying 5G networks.
• During the Covid pandemic, it was expected that 5G, at least in its earliest version, would see mobile network operators (MNOs) globally launch deployment widely within their networks in both urban and rural areas, taking considerable advantage of the move by telecom regulators to free up spectrum in few frequency bands. Then the COVID-19 pandemic hit worldwide, causing significant supply chain interruptions that slowed down the expanded rollout of 5G at the beginning of covid.

5G Base Station Market Trends

Smart Cities are Expected to Drive the Market

• Globally, smart cities are growing as urbanization picks up speed. According to the United Nations, India (404 million), China (292 million), and Nigeria will each have an extra 212 million urban dwellers by the year 2050. The highest pace of urbanization in the globe is observed in the emerging continent of Latin America.
• Further, Globally, many smart city projects and efforts are being implemented, encouraging global investments owing to urbanization. The Organization for Economic Co-operation and Development (OECD) predicts that between 2010 and 2030, worldwide investments in smart city endeavors will total around USD 1.8 trillion for all metropolitan city infrastructure projects. Such developments towards smart cities are expected to raise the demand for the 5G base stations to provide uninterrupted services to its customers.
• In a 5G-enabled Smart City, detecting an emergency can start several emergency response procedures, such as a quicker dispatch of first responders, medical teams, and firefighters to the disaster scene. The device may also automatically close fire shutters and switch on fire sprinklers when appropriate when a fire is detected. Building sensors can also detect fires, sending an alarm to the building's management system and instructing the actuators to act. Fire sprinklers are activated 1 to 2 seconds after a fire is detected because of 5G's faster response times.
• In June 2022, At Critical Communications World Conference, Motorola Solutions launched several solutions to demonstrate how its mission-critical, integrated ecosystem of technologies is assisting the public safety industry in overcoming some of its most difficult and unforeseen challenges. While rapidly evolving technologies and user needs to continue to drive the need for modernization, public safety and military organizations must be prepared to handle any situation. This includes cross-border communication in significant emergencies, identifying threats with artificial intelligence (AI), and deploying cloud solutions for remote operations.
• The players in the market are developing new 5G solutions to capture the smart cities market, which would proportionately increase the demand for the 5G base stations. For instance, in December 2022, a strategic alliance was established between, Dubai Integrated Economic Zones Authority (DIEZ) and Derq to provide advanced capabilities and competitive smart city solutions to DIEZ's Freezones. Top representatives and employees from both parties attended a signing ceremony to mark the partnership. With the new partnership, a 5G MEC server or platform from the Khazna Data Centre will enable DIEZ to demonstrate smart city solutions powered by 5G communication and edge computing technologies.
• According to International Institute for Management Development, as of 2022, Denmark ranked as the most digitally competitive country in the world. Digital competitiveness rankings aim to analyze a country's ability to adopt and implement digital technologies within enterprises and government organizations. Many Nordic countries ranked high, with Sweden, Finland, and Norway in the top fifteen. The United States was ranked second, listed as the most competitive country in 2021. Such huge adoption of digitalization would create an opportunity for the 5G services, which would increase the installation of 5G base stations.

North America is Expected to Hold Significant Share of the Market

• The United States is one of the major innovators and investors in the 5G Base station market, owing to a high investment rate for 5G deployment. The telecom industry in the country accounts for a significant portion of the global consumption of 5G technology. Also, the United States dominates the regional 5G base station market regarding investment, adoption, and applications. Telecom operators in the country, such as AT&T, Verizon, and T-Mobile, have made billion-dollar deals with network equipment vendors, such as Ericsson, Samsung, Nokia, Huawei, and ZTE, to build up their 5G network infrastructure in the United St.
• Moreover, in April 2023, The US Secretary of Commerce officially launched a USD 1.5 billion public wireless supply chain innovation fund, which will be used to build Open and Interoperability networks. By demonstrating the viability of new, open-architecture techniques for wireless networks, this initial budget round will ensure that the United States and its global allies and partners will produce the future of 5G and next-gen wireless technology. To demonstrate the feasibility of new wireless technologies, such as Open Radio Access Networks, with a view to removing barriers to their adoption, NTIA's first NOFO will seek to improve and extend tests in accordance with feedback received from these processes.
• Further, the booming 5G deployments in the country will increase the demand for 5g base stations to support the 5G features and services being rolled out. For instance, according to Ericsson, there will be more than 195 million 5G subscriptions by 2026, and by 2029, in the United States, 5G will account for about 71.5% of the entire US mobile market. According to CTIA, rapid growth creates a platform for the US's 5G economy. It will lead to USD 275 billion in investment and 3 million new jobs, creating USD 500 billion in economic growth.
• Canada is emerging as a potential market for the studied market. Over the past few years, the 5G industry has expanded, despite continued offshoring and greater competition from the US and East Asian manufacturers. In 2022, The Canadian findings from Ericsson's largest consumer survey have been made public. Ericsson is a key provider of 5G network services in Canada. According to the data, four million Canadian smartphone users intend to upgrade to 5G service in 12 to 15 months. Since 2020, Canadian smartphone users have had access to 5G networks. Ericsson's Consumer Lab performed the 5G: The Next Wave study. It demonstrates that the number of 5G users has multiplied by six over the previous two years. Additionally, eight out of ten Canadians already using 5G said they would not want to return to 4G. Only a third of 5G users believe they are linked to 5G more, despite 75% of Canadians having access to 5G.
• In addition, the government aid in developing wireless connectivity in the nation is analyzed to boost the 5G base station demand. For instance, in May 2023, the Government of Canada launched A new framework to enhance connectivity and innovative 5G applications. A new licensing policy has been announced by the Minister of Innovation, Science and Industry that will make access to the local spectrum in 5G easier for internet service operators, innovation companies, as well as rural, frontier, or indigenous communities.

5G Base Station Industry Overview

The global 5G base station market is moderately consolidated with the presence of several players like Huawei Technologies Co., Ltd., ZTE Corporation, Nokia Corporation, CommScope Holding Company, Inc., Qualcomm Technologies, Inc., etc. The companies continuously invest in strategic partnerships and product developments to gain substantial market share. Some of the recent developments in the market are:

In June 2023, Huawei Technologies secured a significant contract that will supply over half of the 5G base stations for telco China Mobile between 2023 and 2024. The contracts have been split into two projects, with the first covering 63,800 base stations using the 2.6G Hz to 4.9 GHz spectrum, while the second covers 23,141 in the 700 MHz band. Huawei is estimated to have secured 45,426 5G base stations worth an estimated 4.1 billion yuan (USD574 million).

In February 2023, AccelerComm, the Layer 1 5G IP specialists, and TTP, an technology and product development firm based in the United Kingdom, announced they are developing a high-performance 5G LEO (low-earth orbit satellites) Regenerative - base station for deployment on LEO (low-earth orbit satellites). The project incorporates expertise and IP from the two companies and additional technology from partners to propose a dedicated 5G regenerative gNodeB solution tailored to support high-performance 5G services in a Non-Terrestrial Network (NTN) complex environment.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Bargaining Power of Buyers
  • 4.2.2 Bargaining Power of Suppliers
  • 4.2.3 Threat of New Entrants
  • 4.2.4 Threat of Substitutes
  • 4.2.5 Intensity of Competitive Rivalry
• 4.3 Assessment of the Impact of COVID-19 on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Increase in Penetration Rate of Smartphones
  • 5.1.2 Key benefits offered by 5G over its predecessors
• 5.2 Market Challenges
  • 5.2.1 Design & Operational Challenges
• 5.3 Market Opportunities
  • 5.3.1 Ongoing efforts towards introduction of 5G in emerging countries

6 MARKET SEGMENTATION

• 6.1 By Type
  • 6.1.1 Small Cell
  • 6.1.2 Macro Cell
• 6.2 By End-User
  • 6.2.1 Commercial
  • 6.2.2 Residential
  • 6.2.3 Industrial
  • 6.2.4 Government
  • 6.2.5 Smart Cities
  • 6.2.6 Other End-Users
• 6.3 By Geography
  • 6.3.1 North America
  • 6.3.2 Europe
  • 6.3.3 Asia Pacific
  • 6.3.4 Latin America
  • 6.3.5 Middle East and Africa

7 COMPETETIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Huawei Technologies Co., Ltd.
  • 7.1.2 ZTE Corporation
  • 7.1.3 Nokia Corporation
  • 7.1.4 CommScope Holding Company, Inc.
  • 7.1.5 Qualcomm Technologies, Inc
  • 7.1.6 Qorvo inc
  • 7.1.7 Alpha networks inc
  • 7.1.8 NEC Corporation
  • 7.1.9 Telefonaktiebolaget LM Ericsson
  • 7.1.10 Samsung Group

8 INVESTMENT ANALYSIS

9 FUTURE OUTLOOK OF THE MARKET