智通财经APP获悉,根据TrendForce集邦咨询最新《5G时代下的突破机会:论全球电信商FWA布局》报告指出,随着美国电信商T-Mobile、Verizon转移营运重心至拓展建置成本较低的FWA(fixed wireless access, 固定无线接入)服务,以及印度业者Jio Reliance和Bharti Airtel在乡村地区积极布建5G FWA基地台,预计2025年全球FWA市场规模将年增33%,达720亿美元。
TrendForce集邦咨询表示,电信商过往部署5G NR(New Radio)基地台时,需投入较高设备和人力成本,并额外付费取得授权频段。5G FWA基地台部署成本较低,且无须取得授权频段即可提供服务,在每位使用者平均收入(ARPU)考量下,大幅提升电信商在低密度人口区域提供FWA服务的意愿。
美国电信商近年从同步部署光纤与FWA,转为逐渐聚焦于5G FWA发展。以T-Mobile为例,其拥有全美约35% Sub-6GHz授权频段使用权,此频段助力该公司业务拓展至更多消费型电子产品,并能从一般型FWA延伸至高阶方案,包含以T-Mobile自研闸道器(Gateway)提供家庭用户更快速且强化资安的连网服务,以及涵盖高速连网和智慧家庭装置的全方位FWA方案。Verizon亦宣布调整FWA布局,转往人口较稀疏的偏远和乡村区域发展。
印度市场是另一项驱动全球FWA渗透率成长的主要因素。以当地电信巨头Jio Reliance和Bharti Airtel为例,业者看准5G FWA基地台建置成本低于传统非独立组网(NSA)与独立组网(SA)基地台,因而计划于偏远区域和乡村部署5G FWA基地台,而人口密度高的城市地区维持以5G传统基地台为主。
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