Open RAN/vRAN Report - Market Size & Forecast, September 2025
상품코드:1811147
리서치사:Teral Research
발행일:2025년 09월
페이지 정보:영문
라이선스 & 가격 (부가세 별도)
한글목차
본 보고서에서는 무선 액세스 네트워크의 가상화 및 분절화에 대해 자세히 살펴보고, RAN 기능의 기본 가상화(vRAN)부터 TIP 이니셔티브 및 O-RAN Alliance의 사양을 따르는 Open RAN과 같은 새로운 개방형 아키텍처에 이르기까지 다양한 관점을 분석합니다. 분석했습니다.
목차
요약
주요 내용: 1H25 실적은 전년 동기 대비 증가했으며, 전망도 밝아지고 있습니다!
Open RAN/vRAN는 2025년 상반기에 전년대비 52% 성장했습니다.
결과적으로, 우리는 2년간 지속된 정체기가 끝났다는 평가를 확신하며 유지합니다.
AT&T가 성장의 대부분을 주도했으며, 라쿠텐 모바일과 텔러스가 일부 성장 동력을 더했습니다.
NTT DOCOMO, 세계 최대 규모의 오픈 RAN 기존 인프라 적용 범위 유지
시험 운영, 테스트 및 인증 작업은 꾸준히 진행 중이며, 2024년 급증했던 제안 요청서/정보 요청서(RFP/RFI)는 2025년 상반기 들어 진정된 상태
2021년 6월부터 계속 말씀드렸듯이, 2025년이 전환점이 될 것입니다. 이륙 준비되셨나요?
올해는 AT&T의 서비스 확대에 따른 또 다른 상당한 증가가 예상되며, 이는 2024년 1분기에 업데이트된 우리의 전망을 변경하지 않았습니다.
2025년은 글로벌 전환의 해가 될 것입니다.
오픈 VRAN 르네상스가 시작되는 가운데, 생태계의 지속 가능성은 압박을 받고 있습니다.
일부 오래된 과제가 남아있음에도 회의론자들은 여전히 고집을 부리고 있습니다.
한편 방대한 오픈 랜 생태계는 계속해서 발전하고, 통합되며, 재편되고, 자본을 재조달하고 있습니다.
위 모든 것은 화웨이 금지 조치의 직접적인 결과입니다.
OPEN VRAN은 중립 호스트, 일반적인 실내 사용 사례, 특히 DAS 업그레이드/교체용으로 강력한 후보입니다.
전 세계 중립 호스트 기업들은 오픈 RAN과 오픈 VRAN을 자사 도구 키트 내 새로운 아키텍처로 주목하고 있습니다.
현재 C-RAN 기반 DAS 아키텍처는 오픈 VRAN 업그레이드를 위한 풍부한 기회를 제공합니다.
마지막으로, 오픈 랜은 비지상파 및 지상파 네트워크 통합에 필수적입니다.
LSH
영문 목차
영문목차
This report takes a deep dive into the virtualization and disaggregation of radio access networks and analyzes the various schools of thoughts ranging from basic virtualization of RAN functions (vRAN) to new open architectures such as open RAN, following the TIP initiative and the O-RAN Alliance specifications, designed to cut the dependency on proprietary RAN equipment supplied by the traditional vendors. The vRAN segment is taken from our existing RAN size and forecasts and broken down by 2G/3G/4G versus 5G, as well as by vCU/vDU and RU for each region, and also looks at the potential for indoor DAS replacement. The report covers a wide emerging ecosystem of vendors. Lastly, as more than 95% of open RAN deployments are vRAN, we call this market open vRAN.
TABLE OF CONTENTS
ABSTRACT
KEY TAKEAWAYS: 1H25 IS UP YOY AND THE FUTURE IS LOOKING UP!
THE OPEN RAN/VRAN GREW 52% YOY IN 1H25
AS A RESULT, WE CONFIDENTLY MAINTAIN OUR ASSESMENT THAT THE 2-YEAR LONG LULL IS OVER
AT&T ALONE DROVE THE BULK OF THE GROWTH, RAKUTEN MOBILE AND TELUS ADDED SOME FUEL TO IT
On the small footprint deployment side, 1&1, Deutsche Telekom and Vodafone were the key contributors
All this led to a major vendor leadership board shake up, Ericsson moved to #1 out of nowhere, distantly followed by NEC, Samsung and 1Finity
Ericsson, NEC and Samsung are both top RU and CU/DU suppliers
NTT DOCOMO REMAINS THE WOLRD'S LARGEST OPEN RAN BROWNFIELD FOOTPRINT
TRIALS, TESTING AND CERTIFICATION EFFORTS ARE CHUGGING ALONG WHILE THE RFP/RFI SURGE IN 2024 HAS ABATED IN 1H25
AS WE HAVE BEEN SAYING SINCE JUNE 2021, 2025 IS THE TRIGGER YEAR, READY FOR TAKEOFF?
THIS YEAR, WE EXPECT ANOTHER SIGNIFICANT BUMP FROM THE AT&T ROLLOUT, WHICH HAS NOT CHANGED OUR FORECAST UPDATED IN 1Q24
2025 WILL BE THE GLOBAL SWITCH YEAR
Long delays for Vodafone Spring 6 are not affecting our 2025 forecast
The open vRAN penetration of the global traditional RAN sales is expected to hit 30% in 2029, up from 4.5% in 2024
With AT&T in the driver's seat and direct U.S. government funding, North America is becoming the world's largest open vRAN market
Among the countries ploughing money into open RAN, the U.S. is pushing for global dominance
Consequently, North America is poised to hit the 20% RAN sales penetration bar in 2025 and reach 63% by 2030
Openness, scalability and innovation remain the 3 chief drivers
We believe nearly all commercial open RAN networks will be running RAN functions on software
vRAN and open RAN are 2 different configurations
Boost Mobile and Rakuten Mobile brought cloud RAN to prime time
Finally, it's worth noting that open RAN started as a NON-VIRTUAL architecture
WHILE THE OPEN VRAN RENAISSANCE BEGINS, THE SUSTAINABILITY OF THE ECOSYSTEM IS UNDER PRESSURE
AS SOME OLD CHALLENGES REMAIN, THE NAYSAYERS STICK TO THEIR GUNS
IN THE MEANTIME, A VAST OPEN RAN ECOSYSTEM KEEPS DEVELOPING, CONSOLIDATING, RESTRUCTURING, AND RECAPITALIZING
The early greenfield open RAN adopters embraced the multi-vendor approach...
...which is now under attack by the brownfield adopters and actors of this renaissance
In this post 5G peak era, Tier 1 CSPs are locked in with abundant 5G footprints from Ericsson and Nokia
At this stage, large Tier 1 CSPs seem inclined to do what AT&T is doing and lean heavily on a single big supplier for their open vRAN deployments
Consequently, consolidation and restructuring are chugging along
From OREX to OREX SAI, open RAN pioneer docomo created a Rakuten Symphony clone
Kyocera is joining the open RAN bandwagon!
ALL OF THE ABOVE IS THE DIRECT CONSEQUENCE OF THE HUAWEI BAN
For most of the world, the mission to ban the Chinese vendors is accomplished...
...And international cooperation is at its best
This also drove the creation of a flurry of regional and national initiatives
At this point, the U.S. and Taiwan boast the world's largest ecosystems
OPEN VRAN IS A STRONG CANDIDATE FOR NEUTRAL HOST, INDOOR USE CASES IN GENERAL, AND AS A DAS UPGRADE/REPLACEMENT IN PARTICULAR
NEUTRAL HOST COMPANIES ACROSS THE WORLD ARE LOOKING AT OPEN RAN AND OPEN VRAN AS A NEW ARCHITECTURE IN THEIR TOOL KIT
Case in point: Boldyn Networks and VMO2 installed an open RAN neutral host network in the U.K.
1&1 and Rakuten Symphony did the same in Germany's largest European stadium
CURRENT C-RAN-BASED DAS ARCHITECTURES OFFER PLENTY OF OPPORTUNITIES FOR OPEN VRAN UPGRADES
In 2026, the indoor open vRAN/open DAS market will surpass indoor DAS
Private wireless networks remain an open vRAN niche for now but 90% of large enterprise installations are traditional RAN
However, as DAS replacement shifts to smaller venues, open vRAN will eventually penetrate the SME space at some point
Indoor 5G coverage is the vRAN driving force
LASTLY, OPEN RAN IS VITAL FOR THE INTEGRATION OF NON-TERRESTRIAL AND TERRESTRIAL NETWORKS
