6603 - Market Overview.pdf

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1、Stphane TralOpen RAN for Private 5G-Market Overview Open RAN for Private 5G Market Overview Stphane TralOPENRANAfter a 2-year lull,and now fueled by Tier 1 CSPs,the global Open RAN Market is taking off again-50%0%50%100%150%200%2021202220232024202520262027202820292030YoY Revenue GrowthSource:https:/

2、 huge ecosystem has formedJust 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 implementation.Numbers provided by ke

3、y 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 included.By contrast,Private 5G

4、is incipientSource:Global mobile Suppliers Association(GSA)Total number of private wireless networks in 2024:1,714 But its picking up some steam02004006008002024202520262027202820292030Private 5G Networks WorldwideBaselineUpper Confidence Boundfueling the demand for open radio units(O-RU)02000400060

5、00800010000120002024202520262027202820292030O-RU unit forecast-5-year CAGR:29%BaselineUpper Bound ConfidenceAsia Pacific will be the largest O-RU market010002000300040002024202520262027202820292030O-RU unit forecast-5-year CAGR:26%North AmericaEMEAAsia PacificCALANext is 3.7-3.8GHz bandSome countrie

6、s have allocated specific 5G spectrum for private networksAustralia:3.4-4.2GHzCanada:3.9-3.98GHzBrazil:2.39-2.4 GHz,3.7-3.8 GHz,and 27.5-27.9 GHzFrance:3.8-4.0GHzGermany:3.7-3.8GHzIndia:40 MHz in the 3700-3800MHz band,40 MHz in 4800-4990MHz