세계의 통신 클라우드 전략 시장(2024-2028년)

Global Telecommunications Cloud Strategies Market: 2024-2028

￡ 4,250 ￦ 7,984,000

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한글목차

주요 통계
2024년 통신 클라우드 지출 :	266억 달러
2028년 통신 클라우드 지출 :	649억 달러
2028년 셀룰러 데이터에서 클라우드의 비율 :	52%
예측 기간	2024-2028년

세계의 통신 클라우드 전략 시장을 조사했으며, 클라우드 컴퓨팅 서비스의 이점, 다양한 국가에서의 클라우드 컴퓨팅과 플랫폼의 채택 상황, 네트워크 퍼포먼스, 비즈니스 모델, 네트워크 운영, 운영 비용에 대한 이점에 관한 상세 평가, 모바일 가입자 수, 통신사업자 클라우드 지출액의 추이·예측, 지역별 상세 분석, 주요 벤더의 경쟁 리더보드 등을 정리하여 전해드립니다.

샘플 뷰

시장 데이터 & 예측 리포트

샘플 뷰

시장 동향·전략 리포트

시장 데이터 & 예측 리포트

본 조사 스위트에는 16개의 표와 약 11,000개 데이터포인트의 예측 데이터의 풀세트에 대한 액세스가 포함되어 있습니다. 조사 스위트에는 아래 지표가 포함됩니다. :

• 퍼블릭 통신 클라우드 지출액
• 프라이빗 통신 클라우드 지출액
• 셀룰러 데이터 생성량
• 클라우드에 의한 셀룰러 데이터량
• 기존형 인프라에 의한 서비스 데이터량

Juniper Research 인터랙티브 예측(Excel)에는 이하의 기능이 있습니다 :

• 통계 분석 : 데이터 기간중 모든 지역과 국가에 대해 표시되는 특정 지표를 검색할 수 있는 것이 이점입니다. 그래프는 간단하게 변경할 수 있으며, 클립보드에 대한 엑스포트도 가능합니다.
• 국가별 데이터 툴 : 이 툴에서는 예측 기간 중 모든 지역과 국가의 지표를 볼 수 있습니다. 검색바에서 표시되는 지표를 좁힐 수 있습니다.
• 국가별 비교 툴 : 특정 국가를 선택하여 비교할 수 있습니다. 이 툴에는 그래프를 엑스포트하는 기능이 포함되어 있습니다.
• What-if 분석 : 5개의 인터랙티브 시나리오를 통해 사용자는 예측의 전제조건과 비교할 수 있습니다.

목차

시장 동향과 전략

제1장 주요 동향·전략적 권장사항

• 주요 동향
• 전략적 권장사항

제2장 향후 시장 전망

• 통신 클라우드 : 서론
• 클라우드 통신에서의 주요 플랫폼과 서비스
  • IaaS
  • PaaS
  • SaaS
  • 클라우드 서비스 차징 모델
• 마이크로서비스, 컨테이너, Kubernetes, Docker
  • Kubernetes
  • 통신 클라우드 도입을 추진하는 동향
  • 지속가능성과 에너지 효율의 목표 달성에 필수적인 클라우드 통신의 도입

제3장 수익화 기회

• 클라우드화의 주요 기회
  • 클라우드 네이티브 네트워크 기능
  • C-RAN
  • 멀티 액세스 엣지 컴퓨팅
• 클라우드 통신에서의 주요 기술과 프로젝트
  • 베어메탈 클라우드
  • 하이브리드 클라우드와 멀티클라우드 도입
  • 서버리스 아키텍처
• Linux Foundation에 의한 Nephio

제4장 준비 지수 : 국가별

• 통신 클라우드 전략의 준비 지수 : 국가별
• 시장 부문 분석
  • 중점 시장
    • i.중국
    • ii.미국
  • 포화 시장
  • 성장 시장
    • i.인도
    • ii.사우디아라비아
• 신흥 시장
  • i.터키
  • ii.칠레

경쟁 리더보드

제1장 경쟁 리더보드

제2장 벤더 개요

• AWS(Amazon Web Services)
• Cisco
• Dell
• Ericsson
• Google Cloud Platform
• Huawei
• IBM
• Microsoft
• Oracle
• VMware
• Vultr
• Juniper Research 리더보드 : 평가 방법
• 제한·해석

데이터와 예측

제1장 서론·조사 방법

제2장 시장 개요·향후 시장 전망

• 액티브 모바일 가입자 총수
• 오퍼레이터 청구 매출
• 통신사업자 클라우드 지출 총액
• 통신사업자 퍼블릭 통신 클라우드 지출 총액
• 통신사업자 프라이빗 통신 클라우드 지출 총액
• 클라우드에서 제공되는 네트워크 데이터

KSA

영문 목차

영문목차

KEY STATISTICS
Telecommunications cloud expenditure in 2024:	$26.6bn
Telecommunications cloud expenditure in 2028:	$64.9bn
Proportion of cellular data serviced by the cloud in 2028:	52%
Forecast period:	2024-2028

Overview

Our 'Telecommunications Cloud' research suite provides actionable insights and analysis into this rapidly growing and competitive market; enabling stakeholders, such as operators, cloud providers, network equipment providers, and hyperscalers to navigate and capitalise on the development of cloud infrastructure in telecommunications networks.

This is achieved through a detailed assessment of the advantages of cloud computing services, the adoption of cloud computing and platforms across various countries, and the benefits to network performance, business models, network operations, and operational expenses. Moreover, the report provides detailed strategic recommendations and analysis of how operators can leverage advanced cloud technology to improve their enterprise and consumer customer experiences, as well as operational efficiency. This includes key recommendations on how operators can develop a flexible infrastructure and cloud-based solutions which offer advanced edge network capabilities and reduced time-to-market for new telecom services, whilst enhancing experiences for consumers.

The suite includes several different options that can be purchased separately, including access to data mapping, the cloudification of wireless cellular networks and future growth of telecommunications cloud, an insightful study uncovering the latest cloud computing trends and opportunities within the market, and a document containing extensive analysis of the 11 market leaders in cloud service provision.

The coverage can also be purchased as a Full Research Suite, which contains all these elements and offers a substantial discount.

Collectively, they provide a critical tool for understanding this rapidly emerging market, operators, cloud service providers, and hyperscalers; shaping their future strategy for monetisation and digital transformation in the telecom industry. Its unparalleled coverage makes this research suite an incredibly useful resource for charting the future of a crucial and rapidly growing market.

Key Features

• Market Dynamics: Insights into key trends and market expansion challenges within the telecommunications cloud market; addressing challenges posed by the highly complex nature of telecommunications cloud. It details and analyses the ongoing development of new standards for cloud-native architecture, open-source projects by communications service providers, such as Linux Nephio, and the development of hybrid cloud solutions. Also included is analysis and recommendations on how operators can gain a competitive edge in customer satisfaction through improved quality of service through leveraging advanced cloud computing technologies, such as public cloud services. These technologies will be vital to enabling operators to capitalise on the latest telecommunications business opportunities, through new business models, and customer segments, as well as reducing operational costs.
• Key Takeaways & Strategic Recommendations: In-depth analysis of key development opportunities and findings within the telecommunications cloud market, accompanied by strategic recommendations for operators and cloud service providers.
• Benchmark Industry Forecasts: The business overview into operators, telecommunications cloud service providers, and hyperscalers provides forecasts for the total number of active mobile subscribers, and operator revenue from mobile subscribers. Also included are forecasts for total telecommunications cloud expenditure split by public and private cloud technologies, and cellular data serviced by the cloud.
• Juniper Research Competitor Leaderboard: Key player capability and capacity assessment for 11 telecommunications cloud service providers via the Juniper Research Competitor Leaderboard. This features market sizing for major players in the telecommunications cloud industry and detailed analysis of their respective telco clouds.

SAMPLE VIEW

Market Data & Forecasting Report

The numbers tell you what's happening, but our written report details why, alongside the methodologies.

SAMPLE VIEW

Market Trends & Strategies Report

A comprehensive analysis of the current market landscape, alongside strategic recommendations.

Market Data & Forecasting Report

The research suite for the 'Telecommunications Cloud' market includes access to the full set of forecast data of 16 tables and almost 11,000 datapoints. Metrics in the research suite include:

• Total Expenditure Public Telecommunications Cloud
• Total Expenditure on Private Telecommunications Cloud
• Total Cellular Data Generated
• Total Cellular Data Serviced by the Cloud
• Total Data Serviced by Traditional Infrastructure

Juniper Research Interactive Forecast Excel contains the following functionality:

• Statistics Analysis: Users benefit from the ability to search for specific metrics, displayed for all regions and countries across the data period. Graphs are easily modified and can be exported to the clipboard.
• Country Data Tool: This tool lets users look at metrics for all regions and countries in the forecast period. Users can refine the metrics displayed via a search bar.
• Country Comparison Tool: Users can select and compare specific countries. The ability to export graphs is included in this tool.
• What-if Analysis: Here, users can compare forecast metrics against their own assumptions, via 5 interactive scenarios.

Market Trends & Strategies Report

This report thoroughly examines the 'Telecommunications Cloud' market landscape; assessing market trends and factors shaping the evolution of the rapidly developing and growing telco cloud market. The report delivers a comprehensive analysis of the strategic opportunities for operators, telecommunications cloud service providers, and hyperscalers.

The report addresses how stakeholders should navigate operational cost and service quality opportunities such as C-RAN (Centralised Radio Access Network), as well as open-source projects such as Kubernetes, Metal3 and Linux Nephio. Analysis and strategic recommendations on the latest cloud technologies, such as the development of the public cloud as telecommunications infrastructure, and MEC (Multi-access Edge Computing) are included.

It also includes evaluation of specific operators' cloudification strategies and the wider telecommunications cloud market in key countries. This includes analysis of the degree of cloud adoption, development of edge cloud capabilities, and country-level cloud computing trends.

Competitor Leaderboard Report

The Competitor Leaderboard report provides a detailed evaluation and market positioning for 11 leading cloud service providers. The vendors are positioned as established leaders, leading challengers, or disruptors and challengers based on capacity and capability assessment. This includes analysis of the key advantages in the market, cloud-native technology, business agility, computing resources, partner ecosystem, and cloud-based applications.

This document is centred around the Juniper Research Competitor Leaderboard, a vendor positioning tool that provides an at-a-glance view of the competitive landscape in a market, backed by a robust methodology.

Table of Contents

Market Trends &Strategies

1. Key Trends & Strategic Recommendations

• 1.1. Key Trends
• 1.2. Strategic Recommendations

2. Future Market Outlook

• 2.1. Introduction to Telecommunications Cloud
  • Figure 2.1: Total Telecommunications Cloud Expenditure in 2024 (%), Split by Region
• 2.2. Key Platforms and Services in Cloud Telecommunications
  • Figure 2.2: IaaS, PaaS, and SaaS Management Responsibilities
  • 2.2.1. IaaS
  • 2.2.2. PaaS
  • 2.2.3. SaaS
  • 2.2.4. Cloud Service Charging Models
• 2.3. Microservices, Containers, Kubernetes, and Docker
  • 2.3.1. Kubernetes
    • Figure 2.3: Kubernetes Components
  • 2.3.2. Trends Driving Telecommunications Cloud Adoption
    • i. Total Cost of Ownership Increased by Consumer and Enterprise Data Consumption
      • Figure 2.4: Total Cellular Data Generated (PB), Split by 8 Key Regions, 2023-2028
    • ii. New 5G Deployments Expand Cloud Opportunities in Telecommunications
      • Figure 2.5: Total Number of 5G Connections (m), Split By 8 Key Regions, 2023-2028
      • Figure 2.6: 5G Service-based Architecture
  • 2.3.3. Cloud Telecommunications Deployments Critical to Reaching Sustainability and Energy Efficiency Goals

3. Monetisable Opportunities

• 3.1. Key Opportunities for Cloudification
  • 3.1.1. Cloud-native Network Functions
    • i. ETSI Network Function Standards
    • ii. Session Border Controller
    • iii. Cloud-native Routers
    • iv. Packet Gateways
    • v. Call Session Control
  • 3.1.2. C-RAN (Cloud Radio Access Network)
    • Figure 3.1: Total Number of 5G NR Base Stations (Including Base Stations and Small Cells), Split by 8 Key Regions, 2023-2028
    • Table 3.2: Advantages of C-RAN Deployments
    • Figure 3.3: C-RAN Structure
    • i. Challenges to C-RAN
    • ii. Why C-RAN Is Critical to the Development of Open RAN (Radio Access Network)
  • 3.1.3. Multi-access Edge Computing
    • Figure 3.4: Multi-access Edge Computing Reference Architecture
    • i. Smartphone Manufacturers
    • ii. OTT Video Streaming Providers
• 3.2. Key Technologies and Projects in Cloud Telecommunications
  • 3.2.1. Bare Metal Cloud
    • Table 3.5: Bare Metal Cloud Limitations and Negatives
    • i. Metal3
  • 3.2.2. Hybrid Cloud and Multi-cloud Deployments
    • Figure 3.6: Total Telecommunications Private and Public Cloud Expenditure by Operators ($m), 2023-2028
    • i. Hybrid Cloud
    • ii. Multi-cloud
  • 3.2.3. Serverless Architectures
    • Table 3.7: Negatives of a Serverless Architecture
• 3.3. Nephio by the Linux Foundation
  • Figure 3.8: Nephio's Functional Building Blocks

4. Country Readiness Index

• 4.1. Telecommunications Cloud Strategies Country Readiness Index
  • Figure 4.1: Juniper Research's 8 Key Regions Definitions
  • Table 4.2: Telecommunications Cloud Strategies: Country Readiness Index Scoring Criteria
  • Figure 4.3: Juniper Research Telecommunications Cloud Country Readiness Index: Graph
  • Table 4.4: Telecommunications Cloud Strategies Country Readiness Index: Market Segments
• 4.2. Market Segment Analysis
  • 4.2.1. Focus Markets
    • i. China
      • Figure 4.5: Total Operator Expenditure on Cloud Deployments ($m) in China, 2023-2028
      • Figure 4.6: Total Number of 5G Connections in China (m), 2023-2028
    • ii. The US
      • Figure 4.7: Total Operator Expenditure on Telecommunications Cloud in the US ($m), 2023-2028
  • 4.2.2. Saturated Markets
  • 4.2.3. Growth Markets
    • i. India
      • Figure 4.8: Total Operator Revenue in India ($m), 2023-2028
      • Figure 4.9: Total Operator Expenditure on Telecommunications Cloud in India ($m), 2023-2028
    • ii. Saudi Arabia
      • Figure 4.10: Average Operator Revenue per Mobile Subscriber per Month in Saudi Arabia ($), 2023-2028
• 4.3. Developing Markets
  • Figure 4.11: Total Operator Expenditure on Telecommunications Cloud in Developing Markets, 2023-2028
  • i. Turkey
    • Figure 4.12: Total Number of Active Mobile Subscribers in Turkey (m), 2023-2028
    • Figure 4.13: Total Network Traffic Serviced by Telecommunications Cloud in Turkey (PB), 2023-2028
  • ii. Chile
    • Figure 4.14: Average Operator Revenue per Mobile Subscriber per Month in Chile ($), 2023-2028
    • Table 4.15: National Tier 1 Operator Subscribers in Chile in 2023
    • Figure 4.16: Total Operator Expenditure on Telecommunication Cloud in Chile ($m), 2023-2028
    • Table 4.17: Telecommunications Cloud Strategies Heatmap, North America
    • Table 4.18: Telecommunications Cloud Strategies Heatmap, Latin America
    • Table 4.19: Telecommunications Cloud Strategies Heatmap, West Europe
    • Table 4.20: Telecommunications Cloud Strategies Heatmap, Central & East Europe
    • Table 4.21: Telecommunications Cloud Strategies Heatmap, Far East & China
    • Table 4.22: Telecommunications Cloud Strategies Heatmap, Indian Subcontinent
    • Table 4.23: Telecommunications Cloud Strategies Heatmap, Rest of Asia Pacific
    • Table 4.24: Telecommunications Cloud Strategies Heatmap, Africa & Middle East

Competitor Leaderboard

1. Competitor Leaderboard

• 1.1. Why Read This Report
  • Table 1.1: Juniper Research Competitor Leaderboard: Vendors and Product Portfolios
  • Figure 1.2: Juniper Research Competitor Leaderboard: Telecommunications Cloud Vendors
  • Table 1.3: Juniper Research Competitor Leaderboard: Telecommunications Cloud Vendors & Positioning
  • Table 1.4: Juniper Research Competitor Leaderboard Heatmap: Telecommunications Cloud Vendors

2. Vendor Profiles

• 2.1. Vendor Profile
  • 2.1.1. AWS (Amazon Web Services)
    • i. Corporate Information
      • Table 2.1: AWS' Revenue in 2021 and 2022 ($bn)
    • ii. Geographical Spread
      • Figure 2.2: Amazon Web Service Infrastructure Deployments Map, 2023
    • iii. Key Clients & Strategic Partnerships
    • iv. High-level View of Offerings
      • Figure 2.3: AWS Telco Network Builder
    • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
  • 2.1.2. Cisco
    • i. Corporate Information
    • ii. Geographical Spread
    • iii. Key Clients & Strategic Partnerships.
    • iv. High-Level View of Offerings
      • Figure 2.4: Cisco Edge Cloud for Content
    • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
  • 2.1.3. Dell
    • i. Corporate Information
    • ii. Geographical Spread
    • iii. Key Clients & Strategic Partnerships
    • iv. High-level View of Offerings
      • Figure 2.5: Dell Telecom Automation Suite
      • Figure 2.6: Dell Telecom Multicloud Foundation
      • Figure 2.7: Dell Telecom Infrastructure Block Operations Day 0 to Day 2 and Beyond
    • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
  • 2.1.4. Ericsson
    • i. Corporate Information
      • Table 2.8: Ericsson's Financial Information ($m), 2020-2023
    • ii. Geographical Spread
    • iii. Key Clients & Strategic Partnerships
    • iv. High-level View of Offerings
      • Figure 2.9: Ericsson Cloud Portfolio
    • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities.
  • 2.1.5. Google Cloud Platform
    • i. Corporate Information
    • ii. Geographical Spread
      • Figure 2.10: Google Cloud Platform Regions
    • iii. Key Clients & Strategic Partnerships
    • iv. High-level View of Offerings
      • Figure 2.11: Telecom Network Automation
    • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
  • 2.1.6. Huawei
    • i. Corporate
      • Table 2.12: Huawei's Select Financial Information ($m), 2019-2022
    • ii. Geographical Spread
    • iii. Key Clients & Strategic Partnerships
    • iv. High-level View of Offerings
    • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
  • 2.1.7. IBM
    • i. Corporate Information
    • ii. Geographical Spread
      • Figure 2.14: IBM Data Centre and MZRs (Machine Readable Zone) Location Map
    • iii. Key Clients & Strategic Partnerships
    • iv. High-level View of Offerings
      • Figure 2.15: IBM Cloud Pak for Network Automation
    • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
  • 2.1.8. Microsoft
    • i. Corporate Information
    • ii. Geographical Spread
    • iii. Key Clients & Strategic Partnerships
    • iv. High-level View of Offerings
      • Figure 2.16: Azure Operator Nexus
    • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
  • 2.1.9. Oracle
    • i. Corporate Information
    • ii. Geographical Spread
      • Figure 2.17: Oracle Cloud Regions
    • iii. Key Clients & Strategic Partnerships
    • iv. High-level View of Offerings
    • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
  • 2.1.10. VMware
    • i. Corporate Information
    • ii. Geographical Spread
    • iii. Key Clients & Strategic Partnerships
    • iv. High-level View of Offerings
      • Figure 2.18: VMware Telco Cloud Infrastructure Components
    • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
  • 2.1.11. Vultr
    • i. Corporate Information
    • ii. Geographical Spread
    • iii. Key Clients & Strategic Partnerships
    • iv. High-level View of Offerings
    • v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
• 2.2. Juniper Research Leaderboard Assessment Methodology
• 2.3. Limitations & Interpretations
  • Table 2.19: Juniper Research Competitor Leaderboard: Telecommunications Cloud Strategies

Data & Forecasting

1. Introduction and Methodology

• 1.1. Introduction & Forecast Methodology
  • Figure 1.1: Total Global Expenditure on Cloud Telecommunications ($m), 2023-2028
• 1.2. Telecommunications Cloud Forecasting Methodology
  • Figure 1.2: Telecommunications Cloud Strategies Methodology

2. Market Summary and Future Market Outlook

• 2.1. Total Number of Active Mobile Subscribers
  • Figure & Table 2.1: Total Number of Active Mobile Subscribers (m), Split by 8 Key Regions, 2023-2028
  • Table 2.2: Mobile Subscriber Penetration Rate (%), Split By 8 Key Regions, 2023-2028
• 2.2. Total Operator-billed Revenue
  • Figure & Table 2.3: Total Operator-billed Revenue ($m), Split by 8 key Regions, 2023-2028
  • Table 2.4: Average Operator Revenue per Mobile Subscriber per Month ($), Split by 8 Key Regions, 2023-2028
• 2.3. Total Operator Telecommunications Cloud Expenditure
  • Figure & Table 2.5: Total Operator Telecommunications Cloud Expenditure ($m), Split by 8 Key Regions, 2023-2028
• 2.4. Total Operator Public Telecommunications Cloud Expenditure
  • Figure & Table 2.6:Total Operator Expenditure on Public Telecommunications Cloud ($m), Split by 8 key Regions, 2023-2028
  • Table 2.7:Proportion of Operator Expenditure on Telecommunications Cloud That Is Public Cloud (%), Split by 8 Key Regions, 2023-2028
• 2.5. Total Operator Private Telecommunications Cloud Expenditure
  • Figure & Table 2.8: Total Operator Private Telecommunications Cloud Expenditure ($m), Split by 8 Key Regions, 2023-2028
  • Table 2.9: Proportion of Operator Expenditure on Telecommunications Cloud That Is Private Cloud, Split by 8 Key Regions, 2023-2028
• 2.6. Total Network Data Serviced by The Cloud
  • Figure & Table 2.10: Total Network Data Serviced by the Cloud ($m), Split by 8 Key Regions, 2023-2028

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