2020年全球5G网络基础设施市场（英文版）_22页_2mb

报告摘要

Frost Radar™: 5G Network Infrastructure Market Summary

Core Content

The Frost Radar™ report provides an in-depth analysis of the global 5G network infrastructure market, highlighting its strategic imperative and growth environment. It evaluates key players and outlines growth and innovation indices to help stakeholders make informed decisions.

Main Points

1. Definition of 5G Network Infrastructure

Includes Radio Access Networks (RAN), Transport Networks, and Core/Edge Networks.
5G is characterized by cloud-based architecture, open interfaces, and edge computing.
Functions from RAN and core are moving to edge networks to reduce latency and enable new use cases.

2. Strategic Imperative for CSPs and Suppliers

5G is a transformative technology with significant potential for CSPs and their suppliers.
While CSPs are heavily investing in 5G, their financial success depends on monetization strategies.
The consumer market remains important but has low margins, while the enterprise market will become critical.
Network slicing and private wireless networks are key areas for enterprise growth.
Global investment in 5G is substantial, with $50–60 billion annually in mobile and wireless network infrastructure.
4G networks will continue to dominate for several years but will eventually decline as 5G becomes more prevalent.

3. Competitive Landscape

The 5G market is emerging and fragmented, with over 100 global participants.
Top 20 companies are identified, including Ericsson, Huawei, and Nokia, which were leaders in 4G and continue to lead in 5G.
Open and virtual RAN is reshaping the market, allowing new suppliers to enter and increasing competitive intensity.
The Frost Radar™ evaluates companies based on Growth Index (GI) and Innovation Index (II), combining growth performance, revenue growth, growth pipeline, vision and strategy, sales and marketing, innovation scalability, R&D efficacy, product portfolio, and leverage of mega trends.

4. Growth Opportunities

The 5G network infrastructure market is in the early stages of growth and is expected to expand significantly over the next decade.
Private 4G/5G networks are a growing submarket with strong future potential.
Open RAN is expected to drive long-term growth by increasing competition and innovation.
The enterprise market is becoming a major driver for CSPs, with a focus on network slicing and private wireless networks.

Key Companies to Action

Ericsson

Innovation: Leads in 5G with 72 live networks in 37 countries.
Growth: Has 118 commercial 5G agreements and 68 publicly announced contracts.
Frost Perspective: Must leverage open and virtual RAN and private networks to maintain leadership.
Performance: Demonstrates strong revenue growth and market share, with a successful turnaround strategy.

Frost Radar™ Benefits

Empowers CEOs: Provides tools for collaboration, best practices, and Growth Pipeline™ support.
Empowers Investors: Offers a framework to benchmark performance, improve due diligence, and optimize portfolio management.
Empowers Customers: Helps identify innovative vendors and long-term solutions.
Empowers Boards: Enables strategic oversight, risk mitigation, and CEO guidance.

Strategic Insights

Growth Opportunities: Abundant across infrastructure suppliers, CSPs, and enterprise customers.
Software-Driven Architecture: 5G infrastructure is increasingly software-based and cloud-native, opening the market to new suppliers.
Open and Virtual RAN: A key growth area for the next decade, with potential to increase competition and innovation.

Next Steps

CEOs: Conduct Growth Pipeline Audit™, use Growth Pipeline as a Service™, and engage in dialogue with Team Frost.
Investors: Focus on Companies to Action, perform Opportunity Universe Workshops, and use Growth Pipeline Audit™ as mandated due diligence.
Customers: Utilize Frost Radar™ Benchmarking System, Growth Pipeline™ Diagnostic, and benchmarking frameworks.
Boards: Engage in Growth Pipeline Audit™ and Growth Pipeline as a Service™ to ensure long-term success.

Legal Disclaimer

Frost & Sullivan is not responsible for incorrect data provided by companies.
Market data is based on interviews and subject to fluctuation.
Research services are confidential and for internal use only.

Conclusion

The 5G network infrastructure market is highly dynamic and presents significant growth opportunities. Ericsson, Huawei, and Nokia are currently leading the market, but the open RAN movement and enterprise focus are reshaping the competitive landscape. The Frost Radar™ serves as a strategic tool for CEOs, investors, customers, and boards to identify leaders, drive innovation, and optimize growth.