预计电信云市场规模将从 2024 年的 224.3 亿美元增至 2031 年的 919.2 亿美元。预计 2025 年至 2031 年期间该市场的 复合年增长率将达到22.4%。
电信云市场分析
电信公司采用云技术来提高运营敏捷性、降低资本和运营支出并加速服务部署。通过利用云,运营商可以动态扩展资源、自动化网络功能、提高容错能力并快速推出数字服务,例如统一通信、内容交付和客户自助服务平台。不断增长的数据消耗、对远程工作工具的需求以及对无缝数字体验日益增长的需求,都提升了电信云的重要性。此外,与AWS、Microsoft Azure、Google Cloud 和 Oracle 等超大规模云提供商的合作正在帮助电信公司解锁分析、网络安全和人工智能方面的高级功能。随着电信网络不断发展以满足高度互联世界的需求,采用云已不再是可有可无的。受 5G 基础设施投资增加、实时服务需求不断增长以及向软件定义网络和虚拟化云原生系统的持续转变的推动,电信云市场有望在未来几年实现强劲增长。
电信云市场概览
电信云是指将云计算技术集成到电信基础设施和服务中。它使电信运营商能够虚拟化传统网络功能,在云环境中托管服务和应用程序,并以更高的可扩展性和效率管理运营。这种从以硬件为中心到云原生架构的转变正在改变电信云服务的构建、运营和交付方式。它在赋能5G、物联网、边缘计算、人工智能和网络切片等技术方面发挥着关键作用,同时支持消费者和企业细分市场的数字化转型。
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电信云市场:

- 获取此报告的顶级关键市场趋势。此免费样品将包括数据分析,从市场趋势到估计和预测。
电信云市场驱动因素和机遇
市场驱动因素:
5G部署和网络现代化:
电信运营商正在迅速转向云原生架构,以支持 5G 功能,包括低延迟、高带宽和海量物联网支持。云平台为网络切片和边缘计算提供了可扩展且敏捷的基础设施。
对经济高效的网络运营的需求不断增长:
云计算消除了对大量物理基础设施的需求,从而降低了资本和运营支出 ( CapEx / OpEx )。虚拟化和软件定义网络 ( SDN ) 实现了动态资源分配和效率。
NFV(网络功能虚拟化)的采用率不断提高:
电信运营商正在将核心网络功能(例如防火墙、负载均衡器)虚拟化,以便在云平台上运行。NFV 提高了服务敏捷性,并缩短了新服务的上市时间。
对可扩展和安全通信服务的需求不断增长:
企业和消费者都要求通信服务具备高可用性、移动性和安全性。云原生服务支持快速扩展,并与安全和合规性框架集成。
物联网和智能设备的兴起:
电信云支持物联网生态系统所需的海量数据处理和分析。智能家居、智能城市和智能行业的增长正在推动基于云的连接解决方案的发展。
市场机会:
边缘计算集成:
边缘云融合可在用户附近实现实时处理,这对于自动驾驶汽车和 AR/VR 等对延迟敏感的应用至关重要。电信运营商可以为垂直行业提供新的边缘即服务模式。
人工智能和分析驱动的服务:
在电信云中嵌入AI/ML,可实现预测性维护、网络优化和客户行为分析。为增值服务和个性化产品开辟了道路。
私有5G和混合云解决方案:
企业需要由云基础设施支持的私有 5G 网络,以实现安全、低延迟的通信。电信公司可以提供结合公有资源和私有资源的定制混合云模型。
与超大规模企业的战略合作:
与AWS、谷歌云、微软Azure等合作,使电信公司能够利用全球云基础设施和先进服务。共同开发服务可以扩大覆盖范围并提升能力。
电信云市场报告细分分析
电信云市场被划分为不同的细分市场,以便更清晰地了解其运作方式、增长潜力和最新趋势。以下是大多数行业报告中使用的标准细分方法:
按组件:
解决方案:
电信云解决方案涵盖网络虚拟化、编排和自动化的软件平台,使电信运营商能够提高数字基础设施和服务的灵活性、可扩展性和运营效率。服务:
电信云服务包括咨询、集成和托管服务,支持部署和优化,帮助运营商加速云采用、降低成本并确保在混合云和多云环境中的无缝性能。本地
按部署:
- 公共云:公共云为电信公司提供可扩展的基础设施和全球覆盖范围,非常适合以经济高效的方式处理不太敏感的工作负载和快速的服务创新,而无需大量的 IT 投资。
- 私有云:私有云为管理关键运营的电信公司提供安全、专用的基础设施,为核心网络服务和敏感客户数据提供更高的控制、合规性和性能。
- 混合云:混合云融合了公共云和私有云的优势,使电信公司能够根据业务需求和合规性跨环境部署工作负载,从而平衡成本、控制和性能。
按服务模式:
- 软件即服务
- 基础设施即服务
- 平台即服务
按组织规模:
- 中小企业
- 大型企业
按地域划分:
- 北美
- 欧洲
- 亚太地区
- 拉美
- 中东和非洲
电信云市场区域洞察
Insight Partners 的分析师已详尽阐述了预测期内影响电信云市场的区域趋势和因素。本节还讨论了北美、欧洲、亚太地区、中东和非洲以及南美和中美洲的电信云市场细分和地域分布。
电信云市场报告范围
报告属性 | 细节 |
---|---|
2024年的市场规模 | 224.3亿美元 |
2031年的市场规模 | 919.2亿美元 |
全球复合年增长率(2025-2031) | 22.4% |
史料 | 2021-2023 |
预测期 | 2025-2031 |
涵盖的领域 | 按组件
|
覆盖地区和国家 | 北美
|
市场领导者和主要公司简介 |
|
电信云市场参与者密度:了解其对业务动态的影响
电信云市场正在快速增长,这得益于终端用户需求的不断增长,而这些需求的驱动因素包括消费者偏好的不断变化、技术进步以及对产品优势的认知度不断提高。随着需求的增长,企业正在扩展其产品线,不断创新以满足消费者需求,并利用新兴趋势,从而进一步推动市场增长。

- 获取电信云市场顶级关键参与者概览
电信云市场份额地域分析
在电信云市场,北美在2024年占据主导地位。美国凭借来自主要云超大规模提供商(AWS、Azure和Google Cloud)以及AT&T、Verizon和T-Mobile等电信巨头的巨额投资,占据领先地位。电信运营商正在构建云原生5G核心,拥抱混合/多云战略,并采用网络切片、边缘计算和人工智能驱动的自动化技术。
电信云市场在各个地区的增长情况各不相同。这是受数字技术、政府法规等因素的影响。以下是各地区市场份额和趋势的摘要:
1. 北美
市场份额:
占据全球市场的很大份额关键驱动因素:
- 5G 网络的快速推出增加了对云原生基础设施的需求。
- 电信公司和超大规模合作伙伴(例如 AWS、Azure)早期采用云技术。
- 自动驾驶汽车和智能城市等低延迟应用的兴起。
趋势:
非接触式支付和移动支付被越来越多的人使用,支付安全性也越来越强
2.欧洲
市场份额:
由于早期采用数字商务而占据相当大的份额关键驱动因素:
- 欧盟的数字战略推动电信云的采用和数据主权。
- 电信云支持绿色IT和网络优化。
- 光纤和 5G 的部署需要可扩展且灵活的云基础设施。
趋势:
主权云解决方案的兴起(例如 GAIA-X 项目)、电信转向多云和混合架构以及基于云的网络基础设施的跨境合作。
3. 亚太地区
市场份额:
增长最快的地区,市场份额逐年上升关键驱动因素:
- 移动和数据使用量激增推动了对可扩展电信基础设施的需求。
- 印度、中国和东南亚等国家正在推动智慧城市和基于云的电信系统。
趋势:
电信-超大规模合作伙伴关系在云计算部署方面激增,并增加了对 AI 和云原生BSS/OSS平台的投资。
4.南美洲和中美洲
市场份额:
市场稳步增长关键驱动因素:
- 城市人口增长推动了电信网络的扩张和现代化。
- 云计算降低了预算受限的电信运营商的资本支出/运营支出。
趋势:
更加关注巴西和阿根廷等主要经济体的云原生 5G 核心部署。
5.中东和非洲
市场份额:
虽然规模小,但增长迅速关键驱动因素:
- 服务不足的地区对可靠、可扩展的网络的需求日益增长。
- 云基础设施对于海湾地区的智慧城市至关重要。
趋势:
加强电信基础设施的公私合作伙伴关系,并逐步向私有云和混合云模式迁移。
电信云市场参与者密度:了解其对业务动态的影响
市场密度高,竞争激烈
由于 AT&T Inc.、亚马逊网络服务公司、Telefonaktiebolaget LM Ericsson、Verizon Communications Inc 和国际商业机器公司等老牌企业的存在,竞争十分激烈。Mavenir(美国)、Athonet(意大利)、IP Infusion(日本)等区域性和利基供应商也加剧了不同地区的竞争格局。
这种激烈的竞争促使公司通过提供以下产品脱颖而出:
- 高级安全功能
- 增值服务
- 有竞争力的定价模式
- 强大的客户支持
机遇与战略举措
- 与 AWS、Microsoft Azure、Google Cloud 合作,利用全球云基础设施并加速电信云的采用。
- 投资开源社区和 Open RAN 标准,以促进可互操作的云原生网络解决方案(例如 Mavenir 和 Altiostar)。
- 开发针对智慧城市、汽车和制造业等各个垂直行业的边缘云、私有 5G 和混合云解决方案。
在电信云市场运营的主要公司有:
- AT&T公司
- 亚马逊网络服务公司
- 爱立信电信
- 威瑞森通信公司
- 国际商业机器公司
- 思科系统公司
- 博通公司
- 微软公司
- 谷歌有限责任公司
- 澳洲电信公司
免责声明:以上列出的公司没有按照任何特定顺序排列。
研究过程中分析的其他公司:
- 英特尔
- NTT DATA集团公司
- 诺基亚
- 华为技术有限公司
- Metaswitch 网络
- Cyfuture
- 中国电信美洲公司
- Informatica公司
- Check Point软件技术有限公司
- 惠普企业发展有限公司
- 阿索内特
- IP输注
- 马维尼尔
- 阿尔蒂奥斯塔
- 锐德世
电信云市场新闻和最新发展
爱立信推出 Ericsson On-Demand
2025年6月,爱立信宣布推出Ericsson On-Demand,这是一款全新的解决方案,以真正的软件即服务 (SaaS) 平台的形式向通信服务提供商 (CSP) 提供核心网络服务。该平台基于谷歌云设计,充分利用了人工智能 (AI) 基础架构和谷歌 Kubernetes 引擎 (GKE),并由爱立信提供端到端管理。该解决方案将帮助 CSP 通过完全托管的云原生平台快速建立和扩展核心网络服务,降低运营成本并获得业务灵活性。IBM 推出 IBM Guardium 数据安全中心
2024年8月,随着混合云、人工智能和量子相关风险颠覆传统的数据安全范式,IBM 推出了 IBM Guardium 数据安全中心,使组织能够在任何环境中,在整个生命周期内通过统一控制保护数据。IBM Guardium 数据安全中心提供了组织数据资产的通用视图,使安全团队能够集成工作流程,并在单个仪表板中同时处理数据监控和治理、数据检测和响应、数据和人工智能安全态势管理以及加密管理。IBM Guardium 数据安全中心包含生成式人工智能功能,可帮助生成风险摘要并提高安全专业人员的工作效率。
电信云市场报告覆盖范围和交付成果
《电信云市场规模和预测(2021-2031)》报告对以下领域进行了详细的市场分析:
- 电信云市场规模以及涵盖范围内所有关键细分市场的全球、区域和国家层面的预测
- 电信云市场趋势以及市场动态,例如驱动因素、限制因素和关键机遇
- 详细的 PEST 和 SWOT 分析
- 电信云市场分析涵盖主要市场趋势、全球和区域框架、主要参与者、法规和最新市场发展
- 行业格局和竞争分析,涵盖市场集中度、热图分析、知名参与者以及电信云市场的最新发展
- 详细的公司简介
- 历史分析(2 年)、基准年、预测(7 年)及复合年增长率
- PEST 和 SWOT 分析
- 市场规模价值/数量 - 全球、区域、国家
- 行业和竞争格局
- Excel 数据集



Report Coverage
Revenue forecast, Company Analysis, Industry landscape, Growth factors, and Trends

Segment Covered
This text is related
to segments covered.

Regional Scope
North America, Europe, Asia Pacific, Middle East & Africa, South & Central America

Country Scope
This text is related
to country scope.
常见问题
Increasing demand for scalable and flexible network infrastructure, growing adoption of 5G technology requiring cloud-based solutions, and surging expansion of IoT devices drive the market growth.
The market is expected to register a CAGR of 22.4% during 2025–2031.
AT&T Inc.; Amazon Web Services Inc; Telefonaktiebolaget LM Ericsson; Verizon Communications Inc; International Business Machines Corp; Cisco Systems Inc; Broadcom Inc; Microsoft Corp; Google LLC; and Telstra Corp Ltd are key players operating in the market.
Adoption of blockchain for enhanced security in telecom cloud services is expected to emerge as a future trend in the market during the forecast period.
The List of Companies - Telecom Cloud Market
- AT&T Inc.
- Amazon Web Services Inc
- Telefonaktiebolaget LM Ericsson
- Verizon Communications Inc
- International Business Machines Corp
- Cisco Systems Inc
- Broadcom Inc
- Microsoft Corp
- Google LLC
- Telstra Corp Ltd
The Insight Partners performs research in 4 major stages: Data Collection & Secondary Research, Primary Research, Data Analysis and Data Triangulation & Final Review.
- Data Collection and Secondary Research:
As a market research and consulting firm operating from a decade, we have published and advised several client across the globe. First step for any study will start with an assessment of currently available data and insights from existing reports. Further, historical and current market information is collected from Investor Presentations, Annual Reports, SEC Filings, etc., and other information related to company’s performance and market positioning are gathered from Paid Databases (Factiva, Hoovers, and Reuters) and various other publications available in public domain.
Several associations trade associates, technical forums, institutes, societies and organization are accessed to gain technical as well as market related insights through their publications such as research papers, blogs and press releases related to the studies are referred to get cues about the market. Further, white papers, journals, magazines, and other news articles published in last 3 years are scrutinized and analyzed to understand the current market trends.
- Primary Research:
The primarily interview analysis comprise of data obtained from industry participants interview and answers to survey questions gathered by in-house primary team.
For primary research, interviews are conducted with industry experts/CEOs/Marketing Managers/VPs/Subject Matter Experts from both demand and supply side to get a 360-degree view of the market. The primary team conducts several interviews based on the complexity of the markets to understand the various market trends and dynamics which makes research more credible and precise.
A typical research interview fulfils the following functions:
- Provides first-hand information on the market size, market trends, growth trends, competitive landscape, and outlook
- Validates and strengthens in-house secondary research findings
- Develops the analysis team’s expertise and market understanding
Primary research involves email interactions and telephone interviews for each market, category, segment, and sub-segment across geographies. The participants who typically take part in such a process include, but are not limited to:
- Industry participants: VPs, business development managers, market intelligence managers and national sales managers
- Outside experts: Valuation experts, research analysts and key opinion leaders specializing in the electronics and semiconductor industry.
Below is the breakup of our primary respondents by company, designation, and region:
Once we receive the confirmation from primary research sources or primary respondents, we finalize the base year market estimation and forecast the data as per the macroeconomic and microeconomic factors assessed during data collection.
- Data Analysis:
Once data is validated through both secondary as well as primary respondents, we finalize the market estimations by hypothesis formulation and factor analysis at regional and country level.
- Macro-Economic Factor Analysis:
We analyse macroeconomic indicators such the gross domestic product (GDP), increase in the demand for goods and services across industries, technological advancement, regional economic growth, governmental policies, the influence of COVID-19, PEST analysis, and other aspects. This analysis aids in setting benchmarks for various nations/regions and approximating market splits. Additionally, the general trend of the aforementioned components aid in determining the market's development possibilities.
- Country Level Data:
Various factors that are especially aligned to the country are taken into account to determine the market size for a certain area and country, including the presence of vendors, such as headquarters and offices, the country's GDP, demand patterns, and industry growth. To comprehend the market dynamics for the nation, a number of growth variables, inhibitors, application areas, and current market trends are researched. The aforementioned elements aid in determining the country's overall market's growth potential.
- Company Profile:
The “Table of Contents” is formulated by listing and analyzing more than 25 - 30 companies operating in the market ecosystem across geographies. However, we profile only 10 companies as a standard practice in our syndicate reports. These 10 companies comprise leading, emerging, and regional players. Nonetheless, our analysis is not restricted to the 10 listed companies, we also analyze other companies present in the market to develop a holistic view and understand the prevailing trends. The “Company Profiles” section in the report covers key facts, business description, products & services, financial information, SWOT analysis, and key developments. The financial information presented is extracted from the annual reports and official documents of the publicly listed companies. Upon collecting the information for the sections of respective companies, we verify them via various primary sources and then compile the data in respective company profiles. The company level information helps us in deriving the base number as well as in forecasting the market size.
- Developing Base Number:
Aggregation of sales statistics (2020-2022) and macro-economic factor, and other secondary and primary research insights are utilized to arrive at base number and related market shares for 2022. The data gaps are identified in this step and relevant market data is analyzed, collected from paid primary interviews or databases. On finalizing the base year market size, forecasts are developed on the basis of macro-economic, industry and market growth factors and company level analysis.
- Data Triangulation and Final Review:
The market findings and base year market size calculations are validated from supply as well as demand side. Demand side validations are based on macro-economic factor analysis and benchmarks for respective regions and countries. In case of supply side validations, revenues of major companies are estimated (in case not available) based on industry benchmark, approximate number of employees, product portfolio, and primary interviews revenues are gathered. Further revenue from target product/service segment is assessed to avoid overshooting of market statistics. In case of heavy deviations between supply and demand side values, all thes steps are repeated to achieve synchronization.
We follow an iterative model, wherein we share our research findings with Subject Matter Experts (SME’s) and Key Opinion Leaders (KOLs) until consensus view of the market is not formulated – this model negates any drastic deviation in the opinions of experts. Only validated and universally acceptable research findings are quoted in our reports.
We have important check points that we use to validate our research findings – which we call – data triangulation, where we validate the information, we generate from secondary sources with primary interviews and then we re-validate with our internal data bases and Subject matter experts. This comprehensive model enables us to deliver high quality, reliable data in shortest possible time.