ICC讯(Xun) 全(Quan)球(Qiu)通(Tong)信(Xin)行(Xing)业(Ye)权(Quan)威(Wei)研(Yan)究(Jiu)机(Ji)构(Gou)Dell'Oro集(Ji)团(Tuan)最(Zui)新(Xin)报(Bao)告(Gao)显(Xian)示(Shi),(?)2024年(Nian)第(Di)四(Si)季(Ji)度(Du)移(Yi)动(Dong)核(He)心(Xin)网(Wang)络(Luo)((?)MCN)(?)市(Shi)场(Chang)同(Tong)比(Bi)下(Xia)滑(Hua)4%,(?)全(Quan)年(Nian)最(Zui)终(Zhong)以(Yi)-4%的(De)增(Zeng)长(Chang)率(Lu)收(Shou)官(Guan)。(?)中(Zhong)国(Guo)市(Shi)场(Chang)当(Dang)季(Ji)同(Tong)比(Bi)锐(Rui)减(Jian)15%,(?)成(Cheng)为(Wei)拖(Tuo)累(Lei)全(Quan)球(Qiu)表(Biao)现(Xian)的(De)主(Zhu)要(Yao)因(Yin)素(Su),(?)这(Zhe)一(Yi)数(Shu)据(Ju)也(Ye)创(Chuang)下(Xia)该(Gai)市(Shi)场(Chang)年(Nian)度(Du)最(Zui)差(Cha)纪(Ji)录(Lu)。(?)
全(Quan)年(Nian)市(Shi)场(Chang)走(Zou)势(Shi)呈(Cheng)现(Xian)剧(Ju)烈(Lie)波(Bo)动(Dong),(?)四(Si)个(Ge)季(Ji)度(Du)中(Zhong)三(San)个(Ge)季(Ji)度(Du)录(Lu)得(De)零(Ling)增(Zeng)长(Chang)或(Huo)负(Fu)增(Zeng)长(Chang)。(?)第(Di)一(Yi)季(Ji)度(Du)全(Quan)球(Qiu)MCN市(Shi)场(Chang)同(Tong)比(Bi)下(Xia)跌(Die)10%,(?)5G增(Zeng)速(Su)持(Chi)续(Xu)放(Fang)缓(Huan);(?)第(Di)二(?)季(Ji)度(Du)同(Tong)比(Bi)暴(Bao)跌(Die)15%创(Chuang)历(Li)史(Shi)新(Xin)低(Di),(?)5G市(Shi)场(Chang)首(Shou)现(Xian)负(Fu)增(Zeng)长(Chang);(?)第(Di)三(San)季(Ji)度(Du)意(Yi)外(Wai)反(Fan)弹(Dan)12%,(?)5G
MCN同(Tong)比(Bi)增(Zeng)长(Chang)20%;(?)第(Di)四(Si)季(Ji)度(Du)受(Shou)中(Zhong)国(Guo)市(Shi)场(Chang)拖(Tuo)累(Lei),(?)同(Tong)比(Bi)再(Zai)降(Jiang)4%。(?)Dell'Oro集(Ji)团(Tuan)研(Yan)究(Jiu)总(Zong)监(Jian)Dave
Bolan指(Zhi)出(Chu),(?)尽(Jin)管(Guan)整(Zheng)体(Ti)市(Shi)场(Chang)低(Di)迷(Mi),(?)但(Dan)策(Ce)略(Lue)控(Kong)制(Zhi)、(?)用(Yong)户(Hu)数(Shu)据(Ju)管(Guan)理(Li)和(He)IMS核(He)心(Xin)等(Deng)细(Xi)分(Fen)领(Ling)域(Yu)仍(Reng)保(Bao)持(Chi)增(Zeng)长(Chang),(?)显(Xian)示(Shi)行(Xing)业(Ye)正(Zheng)处(Chu)于(Yu)结(Jie)构(Gou)性(Xing)转(Zhuan)型(Xing)期(Qi)。(?)
区(Qu)域(Yu)表(Biao)现(Xian)呈(Cheng)现(Xian)显(Xian)著(Zhu)分(Fen)化(Hua)格(Ge)局(Ju)。(?)中(Zhong)国(Guo)地(Di)区(Qu)全(Quan)年(Nian)领(Ling)跌(Die)全(Quan)球(Qiu)市(Shi)场(Chang),(?)北(Bei)美(Mei)持(Chi)续(Xu)低(Di)迷(Mi),(?)加(Jia)勒(Le)比(Bi)海(Hai)及(Ji)拉(La)美(Mei)地(Di)区(Qu)增(Zeng)长(Chang)乏(Fa)力(Li)。(?)值(Zhi)得(De)关(Guan)注(Zhu)的(De)是(Shi),(?)亚(Ya)太(Tai)((?)除(Chu)中(Zhong)国(Guo))(?)和(He)欧(Ou)洲(Zhou)、(?)中(Zhong)东(Dong)及(Ji)非(Fei)洲(Zhou)((?)EMEA)(?)地(Di)区(Qu)在(Zai)第(Di)三(San)季(Ji)度(Du)曾(Zeng)显(Xian)现(Xian)积(Ji)极(Ji)信(Xin)号(Hao),(?)但(Dan)全(Quan)年(Nian)仍(Reng)未(Wei)能(Neng)扭(Niu)转(Zhuan)颓(Tui)势(Shi)。(?)
技(Ji)术(Shu)转(Zhuan)型(Xing)成(Cheng)为(Wei)影(Ying)响(Xiang)市(Shi)场(Chang)走(Zou)向(Xiang)的(De)关(Guan)键(Jian)变(Bian)量(Liang)。(?)数(Shu)据(Ju)显(Xian)示(Shi),(?)5G独(Du)立(Li)组(Zu)网(Wang)(SA)部(Bu)署(Shu)速(Su)度(Du)显(Xian)著(Zhu)放(Fang)缓(Huan),(?)2022年(Nian)新(Xin)增(Zeng)21个(Ge)商(Shang)用(Yong)网(Wang)络(Luo),(?)2023年(Nian)降(Jiang)至(Zhi)13个(Ge),(?)2024年(Nian)仅(Jin)新(Xin)增(Zeng)8个(Ge),(?)总(Zong)数(Shu)达(Da)63个(Ge)。(?)与(Yu)此(Ci)同(Tong)时(Shi),(?)传(Chuan)统(Tong)网(Wang)络(Luo)退(Tui)网(Wang)进(Jin)程(Cheng)加(Jia)速(Su),(?)IMS核(He)心(Xin)网(Wang)络(Luo)部(Bu)署(Shu)量(Liang)同(Tong)比(Bi)上(Shang)升(Sheng),(?)新(Xin)无(Wu)线(Xian)语(Yu)音(Yin)(VoNR)技(Ji)术(Shu)开(Kai)始(Shi)进(Jin)入(Ru)商(Shang)用(Yong)阶(Jie)段(Duan),(?)推(Tui)动(Dong)语(Yu)音(Yin)网(Wang)络(Luo)技(Ji)术(Shu)革(Ge)新(Xin)。(?)
全(Quan)球(Qiu)设(She)备(Bei)商(Shang)竞(Jing)争(Zheng)格(Ge)局(Ju)保(Bao)持(Chi)稳(Wen)定(Ding),(?)华(Hua)为(Wei)、(?)爱(Ai)立(Li)信(Xin)、(?)诺(Nuo)基(Ji)亚(Ya)和(He)中(Zhong)兴(Xing)通(Tong)讯(Xun)继(Ji)续(Xu)占(Zhan)据(Ju)前(Qian)四(Si)位(Wei),(?)合(He)计(Ji)市(Shi)场(Chang)份(Fen)额(E)超(Chao)过(Guo)85%。(?)受(Shou)中(Zhong)国(Guo)市(Shi)场(Chang)萎(Wei)缩(Suo)影(Ying)响(Xiang),(?)本(Ben)土(Tu)厂(Chang)商(Shang)面(Mian)临(Lin)更(Geng)大(Da)增(Zeng)长(Chang)压(Ya)力(Li)。(?)
尽(Jin)管(Guan)五(Wu)年(Nian)期(Qi)预(Yu)测(Ce)(2024-2029)显(Xian)示(Shi)复(Fu)合(He)年(Nian)增(Zeng)长(Chang)率(Lu)仍(Reng)为(Wei)负(Fu)值(Zhi),(?)但(Dan)短(Duan)期(Qi)显(Xian)现(Xian)回(Hui)暖(Nuan)迹(Ji)象(Xiang)。(?)Dell'Oro预(Yu)测(Ce)2025年(Nian)全(Quan)球(Qiu)市(Shi)场(Chang)将(Jiang)实(Shi)现(Xian)1%的(De)温(Wen)和(He)增(Zeng)长(Chang),(?)其(Qi)中(Zhong)5G
MCN增(Zeng)速(Su)有(You)望(Wang)回(Hui)升(Sheng)至(Zhi)11%,(?)边(Bian)缘(Yuan)计(Ji)算(Suan)(MEC)虽(Sui)保(Bao)持(Chi)增(Zeng)长(Chang)但(Dan)增(Zeng)速(Su)放(Fang)缓(Huan),(?)EMEA和(He)亚(Ya)太(Tai)((?)除(Chu)中(Zhong)国(Guo))(?)地(Di)区(Qu)将(Jiang)成(Cheng)为(Wei)主(Zhu)要(Yao)增(Zeng)长(Chang)引(Yin)擎(Qing)。(?)Bolan强(Qiang)调(Diao),(?)2025年(Nian)更(Geng)多(Duo)5G
SA网(Wang)络(Luo)商(Shang)用(Yong)部(Bu)署(Shu)、(?)VoNR技(Ji)术(Shu)推(Tui)广(Guang)以(Yi)及(Ji)人(Ren)工(Gong)智(Zhi)能(Neng)技(Ji)术(Shu)融(Rong)合(He)应(Ying)用(Yong),(?)将(Jiang)为(Wei)市(Shi)场(Chang)注(Zhu)入(Ru)新(Xin)动(Dong)能(Neng)。(?)
行(Xing)业(Ye)仍(Reng)面(Mian)临(Lin)多(Duo)重(Zhong)挑(Tiao)战(Zhan),(?)包(Bao)括(Kuo)高(Gao)通(Tong)胀(Zhang)挤(Ji)压(Ya)运(Yun)营(Ying)商(Shang)资(Zi)本(Ben)支(Zhi)出(Chu)、(?)5G应(Ying)用(Yong)商(Shang)业(Ye)化(Hua)进(Jin)程(Cheng)缓(Huan)慢(Man),(?)以(Yi)及(Ji)数(Shu)据(Ju)中(Zhong)心(Xin)和(He)半(Ban)导(Dao)体(Ti)投(Tou)资(Zi)分(Fen)流(Liu)资(Zi)金(Jin)等(Deng)压(Ya)力(Li)。(?)分(Fen)析(Xi)师(Shi)特(Te)别(Bie)指(Zhi)出(Chu),(?)5G-Advanced网(Wang)络(Luo)、(?)开(Kai)放(Fang)网(Wang)关(Guan)API生(Sheng)态(Tai)、(?)非(Fei)地(Di)面(Mian)网(Wang)络(Luo)(NTN)整(Zheng)合(He)等(Deng)新(Xin)技(Ji)术(Shu)应(Ying)用(Yong),(?)将(Jiang)成(Cheng)为(Wei)决(Jue)定(Ding)中(Zhong)长(Chang)期(Qi)市(Shi)场(Chang)走(Zou)向(Xiang)的(De)关(Guan)键(Jian)变(Bian)量(Liang)。(?)