市场概览.pdf

1、Stphane TralOpen RAN Market OverviewOpen RAN Market OverviewStphane TralOCP SPECIAL FOCUS:OPENRANJapan is the Open RAN Posters child:100K open RAN sites and 9M subscribers:5G on open RAN since Day 1Today,more than 150 CSPs worldwide are at least testing open RAN while AT&T is deploying it at scaleCh

2、ief drivers:OpennessScalabilityInnovationVodafone reported 10%perf improvement vs.RANSecurity:4%of threats are unique to open RANOpen RAN is Real,Delivers,Performs and is SecureAfter a 2-year lull,Tier 1 CSPs are now fueling the market270 companies involved31 CSP commitmentsSource:O-RAN Alliance25%5

3、-year CAGR30%of total RAN sales by 2023Source:TRAL RESEARCHJust a quarter of total private wireless worldwide in 2024152 5G:mostly trials,very few at commercial stage,dozens of open RANThe total is likely higher than 1,714 because military,defense,maritime and power plants do not disclose their impl

4、ementation.Numbers provided by key players including 450Alliance,5G-ACIA,AI-Link,Airspan,Celona,Dell,Ericsson,GSMA,JMA Wireless,Keysight Technologies,Mavenir,Monogoto,Nokia,OnGo Alliance,OneLayer,PrivateLTEand5G.com and TCCA.China has 30k private wireless networks but many use the public network=not

5、 included.By contrast,Private 5G Open RAN is incipientSource:Global mobile Suppliers Association(GSA)Total number of private wireless networks in 2024:1,714 but its picking up some steam01002003004005006007008002024202520262027202820292030Private 5G Networks WorldwideBaselineUpper Confidence Boundfu

6、eling the demand for open radio units(O-RU)0200040006000800010000120002024202520262027202820292030O-RU unit forecast-5-year CAGR:29%BaselineUpper Bound ConfidenceNext is 3.7-3.8GHz bandSome countries have allocated specific 5G spectrum for private networksAust