Nokia shanghai roof base stations

Three companies will own 74.5% of the base station market in 2022

The entire world is using 5G network construction to meet the needs of individual users and vertical industries, and as 5Q’s reach continues to expand, its applications span the medical, educational, industrial and agricultural sectors, forming a business model that can be replicated and enhanced, accelerating the development of its network scale.

In 2022, China will be the most active in 5G investment with many cities promoting the construction of 5G base stations and the integration of 5G in manufacturing. At the same time, they will focus on key industries such as 5G+ medical care, industrial Internet of Things, and government affairs to drive the implementation of 5G applications. However, concerns about geopolitical tensions in a number of countries mean that open source networks are seen as the solution to the problem of supplier dependency. Both in terms of security and cost, open source software is critical to the development of 5G networks. In addition to improving operational efficiency, it can accelerate the deployment of network resilience, but compared to the traditional wireless access network (RAN), Open RAN has more security issues. TrendForce believes that as 5G deployment evolves towards core cloud and Open RAN, equipment manufacturers will enhance network protection and RAN threat detection mechanisms to reduce risks.

Three major manufacturers of base station equipment in the world are developing the markets of Central Europe, Latin America and Africa

Looking at the players in the industry, Huawei is actively expanding into markets such as South Africa, Saudi Arabia, Turkey, Vietnam and Brazil. Recently, it partnered with operators such as MTN and Rain in South Africa to build more than 2,500 5G base stations. Ericsson has expanded its reach into the UK, Saudi Arabia, Spain, Belgium, Luxembourg and Lithuania, providing private 5G network solutions to STC and telecoms.

Nokia has won a ten-year network expansion agreement with Orange in Poland to modernize its existing network including support for phasing out Orange 3G network equipment and reallocating frequencies to boost 4G and 5G coverage and capacity solutions. In addition, Nokia will provide the latest energy-efficient AirScale products including solutions such as Single RAN, AirScale base stations and massive 5G MIMO antennas. The company has also signed a mid-range 5G network expansion agreement with UScellular in the United States.

Samsung continues to expand its influence in the US telecommunications market, providing 5G equipment to Dish Network, the fourth largest mobile service provider in the US, including 5G virtual base stations for national networks and general-purpose servers for software download to achieve base station functionality. Support the construction and operation of a flexible and efficient network. Samsung also publishes resources in the UK, Japan, Canada and New Zealand markets.

TrendForce notes that major equipment manufacturers will begin standardizing grid energy efficiency assessments to accelerate green innovation starting in 2022 to help operators build energy-efficient and optimal grid applications, launch more energy-efficient devices such as the green designed RF series, and use a simplified transmitter Receiver architecture and a new network-based architecture including Wireless Access Network (RAN) cloud configuration and network function virtualization. Taking Huawei as an example, in order to comply with the UN climate measures, its goal is to reduce carbon emissions by 45% by 2030 and achieve net zero emissions by 2040 to meet the growing demand for data traffic and actively build a green and low-carbon network.

a company 2021 2022 (E)
Huawei 30.0% 29.0%
Ericsson 23.5% 24.0%
Nokia 20.0% 21.5%
Samsung 12.5% 12.0%
ZTE 3.5% 2.5%
Aharon 10.5% 11.0%
Base station market share 2021 – 2022