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1、Private LTE/5G network deployments:trends and analysis 1H 2023Private LTE/5G network deployments:trends and analysis 1H 2023Ibraheem KasujeePrivate LTE/5G network deployments:trends and analysis 1H 2023ContentsExecutive summaryExecutive summaryAnalysisAppendixAbout the author and Analysys MasonPriva

2、te LTE/5G network deployments:trends and analysis 1H 2023Number of publicly disclosed private LTE/5G networksNumber of networks that mention edge computingPercentage of networks that use 5GPercentage of networks in which an operator is the main contractorNumber of countries with at least one private

3、 networkThe private LTE/5G networks market is growing rapidly.The private LTE/5G networks market is growing rapidly.Analysys Masons Private LTE/5G networks tracker captures the details of 465 publicly disclosed private network contract announcements.1,2The private LTE/5G networks market remains nasc

4、ent,but the following trends have emerged.Main contractor.Main contractor.Network equipment providers(NEPs)were the main contractor in half of all networks in 2020,but their share has since fallen.Operators(38%)overtook NEPs(36%)as the most common main contractor in 1H 2023.Technology.Technology.5G

5、accounts for 53%of all announced networks.However,LTE remains the dominant network technology in commercial deployments,accounting for 58%of deployments when trials and testbeds are excluded.Sector/application.Sector/application.The manufacturing,mining and transport sectors have been the early adop

6、ters of private networks.Key drivers of adoption in these sectors include process automation and the ability to replace existing technologies that are nearing the end of their life.Geography.Geography.Most private networks are in high-income regions and China,where the IoT markets are mature.Private

7、 network activity is generally highest in countries where industrial spectrum is available,such as Germany,Japan and South Korea.Figure 1:Overview of publicly disclosed private LTE/5G Figure 1:Overview of publicly disclosed private LTE/5G networks,1H 2022networks,1H 2022 1H 20231H 20233Executive sum

8、maryExecutive summaryThis document is for Analysys Masons subscription service customers only.Usage is subject to the terms and conditions in our copyright notice.1 For more information,see Analysys Masons Private LTE/5G networks tracker.2 Most private network deployments are not disclosed in the pu

9、blic domain,so the total market is considerably larger than it appears from our tracker,and some contract announcements may cover more than one network.1H 1H 202220221H 1H 20232023Source:Analysys Mason3264756465536836%38%41%53%Private LTE/5G network deployments:trends and analysis 1H 2023ContentsExe

10、cutive summaryAnalysisAnalysisAppendixAbout the author and Analysys MasonPrivate LTE/5G network deployments:trends and analysis 1H 2023Network equipment providers have dominated the private Network equipment providers have dominated the private LTE/5G networks market,but operator activity is growing

11、.LTE/5G networks market,but operator activity is growing.Network equipment providers(NEPs)are well-placed to deliver private LTE/5G networks:they act as the main contractor in 160 of the 365 networks announced.They generate revenue by selling their own network infrastructure products and services.No

12、kia,Ericsson and Huawei are the dominant private network players,but other NEPs such as Motorola and Samsung are also active.Operators are the main contractors in 176 of the 365 private LTE/5G networks in our tracker.They are also involved in other networks when leasing their spectrum.The larger Eur

13、opean operators(Deutsche Telekom,Telefnica and Vodafone)have been particularly active in the private networks space,after entering the market early and using their existing IoT expertise.Specialist network providers are emerging and are often focused on a particular region or country.For example,Fed

14、erated Wireless and CommScope have developed solutions for the USA after having won spectrum controller contracts.There are also some specialists in Europe with several publicly disclosed networks,including Edzcom(Nordics),Iskratel(Central and Eastern Europe)and Vilicom(UK).Systems integrators do no

15、t yet feature prominently as the main contractor but will typically be involved as a partner to the main contractor.Figure 2:Private LTE/5G networks in the public domain,by Figure 2:Private LTE/5G networks in the public domain,by main contractor type and technology,worldwide,1H 2023main contractor t

16、ype and technology,worldwide,1H 20231 15Main contractor:Main contractor:operators are the main contractors in 38%of the private LTE/5G operators are the main contractors in 38%of the private LTE/5G networks in our tracker,overtaking NEPs for the first time in 1H 2023networks in our tracker,overtakin

17、g NEPs for the first time in 1H 20231 The chart excludes 15 networks that use both LTE and 5G.Private LTE/5G network deployments:trends and analysis 1H 2023Technology:Technology:almost half of all publicly announced private LTE/5G networks use 5G almost half of all publicly announced private LTE/5G

18、networks use 5G as of 1H 2023as of 1H 202365%of the private networks that have been announced in 65%of the private networks that have been announced in 2023 so far use 5G,though many are trials or testbeds2023 so far use 5G,though many are trials or testbeds.The 5G share of private networks was 53%i

19、n 1H 2023,up from 48%at the end of 2022.However,these figures fall to 42%and 39%,respectively,if trials,testbeds and proof-of-concept networks are excluded.The 5G share of all private networks is also lower when non-public announcements are included because firms are more likely to publicly announce

20、 a 5G network than an LTE network given the high interest in 5G.The adoption of 5G in commercial deployments has been limited due to several factors.5G is more likely to be used than LTE for private networks where new applications are being developed,particularly those with requirements for high ban

21、dwidth and low latency(such as autonomous mobile robots).It can often take time to test and optimise private 5G networks to ensure maximum performance,particularly for newer applications.5G adoption has also been slowed down by the high cost and limited availability of 5G devices.The use of 5G in pr

22、ivate networks is also subject to regional variation.For example,the 5G share of announced private networks in North America(37%)is far lower than that in Western Europe(64%)due to the popularity of CBRS deployments in the USA.Current CBRS networks are LTE-based and are often used for simple applica

23、tions where 5G is not required,such as providing mobile broadband connectivity to schools.Figure 3:5G share of all private LTE/5G network Figure 3:5G share of all private LTE/5G network announcements in the public domain,2019announcements in the public domain,2019 20232023Figure 4:5G share of new pr

24、ivate LTE/5G network Figure 4:5G share of new private LTE/5G network announcements in the public domain,2020announcements in the public domain,2020 202320236Private LTE/5G network deployments:trends and analysis 1H 2023Only 68 of the 465 private network announcements in our Only 68 of the 465 privat

25、e network announcements in our tracker explicitly mention that the private network is working tracker explicitly mention that the private network is working with an edge computing solution.with an edge computing solution.Private networks and edge computing are complementary goods;each adds value to

26、the other.When combined,the technologies can support applications that have requirements for low latency and high bandwidth or that need to be located on site for security purposes.The adoption of edge computing with private networks has been limited thus far due to several factors.Edge technology i

27、s relatively immature,and the drivers of private network adoption are also different to those of edge computing adoption.Private LTE/5G networks are often introduced to replace existing Wi-Fi or fibre access networks,and no other changes are made.Most private networks to-date are deployed fully on-p

28、remise where the latency requirements of many commonly deployed applications can be supported without the need to run on MEC.Nevertheless,we expect that more private networks will include edge computing over time.Some vendors are promoting edge as part of a packaged private network solution(such as

29、Nokia with its NDAC solution).A few operators,such as Verizon,Vodafone and the Chinese MNOs,are promoting the combination,and many other service providers have trials that combine the technologies.Figure 5:Private LTE/5G network announcements that mention Figure 5:Private LTE/5G network announcement

30、s that mention edge applications,and the share of new network edge applications,and the share of new network announcements that mention edge,worldwide,2017announcements that mention edge,worldwide,2017 202320237Edge:Edge:few private network contracts include edge computing,despite the synergies few

31、private network contracts include edge computing,despite the synergies between the two technologiesbetween the two technologiesPrivate LTE/5G network deployments:trends and analysis 1H 2023Most private network deployments are in industrial sectors.Most private network deployments are in industrial s

32、ectors.Manufacturing.Manufacturing.104 of the 129 private network contracts in the manufacturing sector are being used to build smart factories,generally to connect automated guided vehicles(AGVs)and industrial equipment.Many of the manufacturing firms that use private networks are large,multination

33、al companies such as BMW,Bosch and Mercedes-Benz.Transport and logistics.Transport and logistics.Private networks are used to provide connectivity for airport and railway staff that is more stable and faster than Wi-Fi connectivity.Private networks are also deployed at ports and logistics sites such

34、 as warehouses to track assets and connect AGVs.Mining and oil and gas.Mining and oil and gas.Public network coverage in remote and hard-to-reach locations(such as underground)is often poor,so private networks are an attractive proposition in these sectors.Common use cases include push-to-talk and a

35、sset/people tracking.Utilities.Utilities.Most utilities private networks to-date have been deployed locally at sites such as power stations and wind farms.However,several utility firms have plans to deploy wide-area private networks across their transmission networks.These include firms in the USA t

36、hat are building their own private networks,such as Ameren,which is using spectrum in the 900MHz band leased from Anterix.Figure 6:Private LTE/5G networks in the public domain,by Figure 6:Private LTE/5G networks in the public domain,by sector and technology,worldwide,1H 2023sector and technology,wor

37、ldwide,1H 20231 18Sector:Sector:the manufacturing and transport and logistics sectors account for 28%and the manufacturing and transport and logistics sectors account for 28%and 20%,respectively,of the private LTE/5G network deployments in the public domain20%,respectively,of the private LTE/5G netw

38、ork deployments in the public domain1 The chart excludes 15 networks that use both LTE and 5G.Private LTE/5G network deployments:trends and analysis 1H 2023Most private networks are being used to provide better Most private networks are being used to provide better connectivity for existing IoT devi

39、ces.connectivity for existing IoT devices.1 1Industrial applications.Industrial applications.Connected industrial equipment and AGVs are common applications as wireless cellular technology can be more flexible than existing wired connections or Wi-Fi.Sites in industrial sectors,such as mining and oi

40、l and gas,are often located in areas where other connectivity options are limited(for instance a large outdoor area or underground),thereby making dedicated private networks an attractive option.Video.Video.5G is increasingly being trialled for computer vision applications such as an AI-driven inspe

41、ction camera on a production line.Private 5G is also being deployed for live broadcasting as an alternative to satellite or fixed connectivity.Mobile broadband connectivity.Mobile broadband connectivity.The driver in most of these cases is the provision of fast,stable connectivity to sites where pub

42、lic network coverage is limited or or where good Wi-Fi coverage would be costly to implement.Examples include industrial plants,wind farms and schools in rural locations.Emerging technologies.Emerging technologies.A small number of private networks are being used to test emerging IoT technologies,al

43、beit mostly via trials and proof-of-concepts rather than fully commercialised networks.For example,Samsung is trialling private 5G networks at two of the largest hospitals in South Korea to test applications such as remote surgery and AR/VR-guided remote training.Figure 7:Private LTE/5G networks in

44、the public domain,by Figure 7:Private LTE/5G networks in the public domain,by primary application,worldwide,1H 2023primary application,worldwide,1H 20231 19Application:Application:private networks are being used for a range of applications;industrial private networks are being used for a range of ap

45、plications;industrial equipment and asset tracking are the most commonequipment and asset tracking are the most common1 Private network contractors do not always provide details about the applications used.Our analysis is based on the information that is publicly disclosed.We have excluded network a

46、nnouncements where the primary application was not disclosed or was unclear.Private LTE/5G network deployments:trends and analysis 1H 2023ContentsExecutive summaryAnalysisAppendixAppendixAbout the author and Analysys MasonPrivate LTE/5G network deployments:trends and analysis 1H 2023TermTermDefiniti

47、onDefinitionNetwork equipment providerNetwork equipment providers such as Athonet,Ericsson,Huawei,Mavenir and Nokia provide radio access network and core network equipment for private LTE/5G networks.OperatorOperators such as Deutsche Telekom,Orange,Telefnica and Vodafone provide their public networ

48、k assets as well as dedicated,on-premises network assets sourced from vendors to deliver private networks.Specialist network providerSpecialist network providers include companies such as Anterix and Edzcom that have either their own spectrum assets,their own network assets or both,and deliver priva

49、te networks based on these assets.EnterpriseEnterprises may choose to source,build and manage their own networks,using third-party contractors for network design and build.Systems integratorSystems integrators include large companies such as Accenture and smaller specialists such as Mugler.They sour

50、ce,build and manage private networks on behalf of enterprises.Figure 8:Main contractor definitions Figure 8:Main contractor definitions Definitions of main contractor typesDefinitions of main contractor typesPrivate LTE/5G network deployments:trends and analysis 1H 2023TermTermDefinitionDefinitionMa

51、nufacturingCovers sites such as factories and research centres that focus on manufacturing goods.Transport and logisticsCovers transport hubs such as airports,ports and railways,and logistics sites such as warehouses.Mining and oil and gasCovers sites such as mines,oil/gas industrial plants and oil/

52、gas refineries.Public sectorCovers private networks for public safety networks(for example,police/fire services),smart city deployments and educational sites such as schools.UtilitiesCovers sites such as power stations,transmission networks and wind farms.Entertainment and retailCovers sites such as

53、 shopping malls and stadiums.OtherCovers sites in sectors such as agriculture(farms)and healthcare(hospitals),and miscellaneous sites such as industrial plants.Figure 9:Sector definitionsFigure 9:Sector definitionsSector definitionsSector definitionsPrivate LTE/5G network deployments:trends and anal

54、ysis 1H 2023Private network activity in a particular country/region is Private network activity in a particular country/region is generally correlated with the maturity of the IoT market.generally correlated with the maturity of the IoT market.Western Europe.Western Europe.The local presence of netw

55、ork equipment providers Ericsson and Nokia,which play a dominant role in the private networks market,has driven activity in the region.The use of industrial spectrum in countries such as Germany and the UK has also benefitted the private networks market in Western Europe.North America.North America.

56、Private network activity in North America is high;there are more publicly announced private networks in the USA(94)than in any other country,largely due to the commercial availability of CBRS spectrum.Indeed,over half of the USA-based private networks in our tracker use CBRS spectrum.China.China.The

57、re are 57 private LTE/5G network announcements in the public domain in China as of 1H 2023.1 State support and the presence of Huawei and ZTE have helped the market in China to develop.Most Chinese private networks are being deployed for transport and smart city applications.Other regions.Other regi

58、ons.Private network deployments in developing regions are scarce to date.An exception is Latin America;there are already several networks in Brazil(12),Peru(6)and Chile(5),led by the local presence of Telefnica and Nokia.Other countries such as India have large addressable markets,but activity has b

59、een limited thus far.Figure 10:Private LTE/5G networks in the public domain,by Figure 10:Private LTE/5G networks in the public domain,by region,worldwide,1H 2023region,worldwide,1H 202313Western Europe is the leading region in terms of the number of private LTE/5G Western Europe is the leading regio

60、n in terms of the number of private LTE/5G network deploymentsnetwork deployments1 There are many more private networks in China that are not disclosed in the public domain.Private LTE/5G network deployments:trends and analysis 1H 2023Figure 11:Private LTE/5G networks in the public domain in selecte

61、d countries,1H 2023Figure 11:Private LTE/5G networks in the public domain in selected countries,1H 202314Private LTE/5G networks by countryPrivate LTE/5G networks by countryPrivate LTE/5G network deployments:trends and analysis 1H 2023Figure 12:Private LTE/5G networks in the public domain,by type of

62、 site,worldwide,1H 2023Figure 12:Private LTE/5G networks in the public domain,by type of site,worldwide,1H 2023Private LTE/5G networks by type of sitePrivate LTE/5G networks by type of sitePrivate LTE/5G network deployments:trends and analysis 1H 2023Figure 13:Private LTE/5G networks in the public d

63、omain by commercial status,worldwide,1H 2023Figure 13:Private LTE/5G networks in the public domain by commercial status,worldwide,1H 202316Breakdown of private LTE/5G networks by commercial statusBreakdown of private LTE/5G networks by commercial statusPrivate LTE/5G network deployments:trends and a

64、nalysis 1H 2023ContentsExecutive summaryAnalysisAppendixAbout the About the author author and Analysys Masonand Analysys MasonPrivate LTE/5G network deployments:trends and analysis 1H 2023About the About the authorauthor18Ibraheem KasujeeIbraheem Kasujee(Senior Analyst)is a member of the Operator Bu

65、siness Services and IoT research team in London,and leads the IoT Services and Private Networks research programmes.He has written on topics including private LTE/5G networks,IoT eSIMs and iSIMs and LPWA networks,and has conducted research on IoT verticals such as smart metering and smart buildings.

66、Ibraheem holds a BSc in economics from the University of Warwick,and wrote his dissertation on the impact of technology on sleep.Private LTE/5G network deployments:trends and analysis 1H 202319Global leaders in TMT management consultingGlobal leaders in TMT management consultingAnalysys Mason is the

67、 worlds leading management consultancy focused on TMT,a critical enabler of economic,environmental and social transformation.We bring together unparalleled commercial and technical understanding to deliver bespoke consultancy on strategy,transaction support,transformation,regulation and policy,furth

68、er strengthened by globally respected research.Our clients value our advice which combines deep domain knowledge with global reach and local insight into markets to help them achieve meaningful business results.We are committed to our clients,employees and communities contributing to a world where t

69、echnology delivers for all.Private LTE/5G network deployments:trends and analysis 1H 2023Our research servicesOur research services20Private LTE/5G network deployments:trends and analysis 1H 202321Our areas of expertiseOur areas of expertisePrivate LTE/5G network deployments:trends and analysis 1H 2

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