6G市場シェア分析、業界動向と統計、成長予測 2025-2030年

6G市場の規模は2025年に2億6,000万米ドルと評価され、2030年には38億8,000万米ドルに達すると予測されており、これは年平均成長率（CAGR）72.6%に達するとMordor Intelligenceでは予測しています。この急成長を牽引しているのは、テラヘルツ帯の活用、ネットワークスタック全体への人工知能（AI）の統合、そして従来の基地局の範囲を超えてカバレッジを拡大する非地上系ネットワーク（NTN）の早期商用化です。需要は主に3つの要件に集中しています。すなわち、リアルタイム・アプリケーション向けのサブミリ秒（1ミリ秒未満）の低遅延、膨大な数の分散型IoTデバイスに対するシームレスな接続性、そして技術の成熟を加速させる政府主導の研究プログラムです。競争環境も変化しており、ソフトウェア定義ネットワーク（SDN）やAIネイティブな最適化が従来のハードウェア優位性を凌駕し始め、アルゴリズムの性能に強みを持つ新規参入企業に機会が生まれています。多額の資本を要するバックホールへの投資や周波数割り当ての不確実性が依然として主な障壁となっていますが、政府の補助金や周波数共用政策によってリスクは低減されつつあります。

レポートの主なポイント

• デバイスタイプ別では、2024年の6G市場シェアにおいてモバイルデバイスが46%を占めて首位となりました。一方、IoTデバイスやエッジデバイスは、2030年まで年平均成長率（CAGR）73.22%で拡大すると予測されています。
• 構成要素別では、2024年の6G市場規模においてハードウェアが54%を占めました。ソフトウェア分野は、2025年から2030年にかけてCAGR 77.10%で成長すると見込まれています。
• エンドユーザーの産業分野別では、2024年の6G市場シェアにおいて自動車・輸送分野が27%を占めました。一方で、ヘルスケア分野での活用はCAGR 72.45%で拡大しています。
• 周波数帯別では、2024年の6G市場規模においてサブテラヘルツ帯（100～300GHz）の導入が71%を占めました。300GHzを超えるテラヘルツ帯については、CAGR 76.15%で増加すると予測されています。
• 地域別では、2024年にアジア太平洋地域が収益シェアの36%を占め、2030年までCAGR 74.08%で成長を続けています。

エンドユーザー分野別：ヘルスケアが成長リーダーに浮上

自動車・運輸業界は、成熟したV2V（車両間通信）スタックと先進運転支援システム（ADAS）に関する規制強化を背景に、2024年には6G市場の27%のシェアを占めました。超高信頼性・低遅延リンクにより、物流フリートにおける協調運転、交差点衝突回避、遠隔操作が可能になります。

一方、ヘルスケア分野は、病院が5Gを用いた遠隔手術の概念実証段階から、本格的なホログラフィック遠隔医療へと移行するにつれ、2030年まで年平均成長率（CAGR）72.45%で成長すると予測されています。高解像度画像処理と触覚フィードバックには1ms以下の確定的な遅延が求められるため、これらは6G市場の代表的な事例となります。スマートファクトリーは、デジタルツインを活用した予測的な品質管理でヘルスケア分野に迫り、農業分野では、地上からのアクセスが困難な圃場を自動化するために衛星通信を活用しています。

公共安全機関は、危機発生時に緊急対応要員の通信を優先するため、ネットワークスライシングを採用し、従来のシステムでは対応できない地下や高層ビルといった場所にも高度な通信網を拡張しています。メディア・エンターテインメントスタジオは、立体的なキャプチャ技術を駆使し、フォトリアルなアバターをリアルタイムで消費者に配信する実験を行っています。各業界は、異なるサービスレベル契約の下で同一の物理インフラを収益化するマルチテナントアーキテクチャのビジネス上のメリットをますます高めています。

6G Market Analysis by Mordor Intelligence

The 6G market is valued at USD 0.26 billion in 2025 and is projected to reach USD 3.88 billion by 2030, reflecting a compound annual growth rate (CAGR) of 72.6%.[1] The surge is propelled by terahertz-band spectrum, artificial intelligence (AI) integration across the network stack, and the early commercialisation of non-terrestrial networks that extend coverage beyond traditional cell sites. Demand centres on three core requirements: sub-millisecond latency for real-time applications, seamless connectivity for a massive base of distributed IoT devices, and government-funded research programmes that accelerate technical maturity. Competitive dynamics are changing as software-defined networking and AI-native optimisation begin to eclipse traditional hardware advantages, opening space for new entrants that specialise in algorithmic performance. Capital-intensive back-haul investments and spectrum-allocation uncertainty remain the main barriers, but government subsidies and spectrum-sharing policies are narrowing the risk window.

Key Report Takeaways

• By device type, mobile devices led with 46% of 6G market share in 2024, while IoT and edge devices are expanding at a 73.22% CAGR through 2030.
• By component, hardware captured 54% of the 6G market size in 2024; the software segment is projected to grow at 77.10% CAGR between 2025 and 2030.
• By end-user vertical, automotive and transportation held 27% of 6G market share in 2024, whereas healthcare applications are advancing at a 72.45% CAGR.
• By frequency band, sub-terahertz (100–300 GHz) deployments accounted for 71% of the 6G market size in 2024; terahertz bands above 300 GHz are forecast to increase at 76.15% CAGR.
• By geography, Asia-Pacific commanded 36% revenue share in 2024 and is growing at a 74.08% CAGR to 2030.

Note: Market size and forecast figures in this report are generated using Mordor Intelligence’s proprietary estimation framework, updated with the latest available data and insights as of January 2026.

Global 6G Market Trends and Insights

Drivers Impact Analysis*

Exploding Data Demand and Ultra-Low Latency Use-Cases

Terabit-class extended-reality workloads now exceed 100 Gbps, forcing operators to redesign back-haul and fronthaul topologies.[2] NTT DOCOMO’s 2024 lab trials delivered 280 Gbps in the terahertz band, validating spectral maturity for industrial digital twins and holographic conferencing. In manufacturing, John Deere’s low-latency private network improved predictive maintenance cycles and robotic coordination, setting a benchmark for 6G in Industry 4.0 settings. Healthcare demands are equally stringent; telesurgery demos over 5G at a 99-millisecond round-trip have already shaped the performance baseline for 6G medical links. AI model training at the edge compounds throughput pressure because large parameter updates must synchronise across thousands of nodes in real time, making deterministic latency a pre-requisite for distributed learning.

AI-Enabled Edge and IoT Device Proliferation

NVIDIA’s AI Aerial platform brings real-time machine-learning inference into the radio layer, driving a network-wide shift toward distributed intelligence.[3] Lightweight transformer models now generate 5–12 tokens per second on Raspberry Pi clusters, underscoring the feasibility of local inference without cloud dependency. As global IoT endpoints approach 75 billion by 2030, energy-harvesting radios using ambient RF are essential for battery-free operation, underpinning continuous connectivity models ResearchGate. Edge computing cuts long-haul traffic but heightens reliability needs, since millions of autonomous devices must reach consensus in microseconds to collaborate safely in real-world environments.

Government R&D Grants and Early Spectrum Policies

Public funding reduces commercial risk and speeds standards convergence. The U.S. Public Wireless Supply Chain Innovation Fund awarded USD 420 million to advance open RAN and AI-based spectrum management.[4]The European Union matched that ambition with EUR 500 million (USD 565 million) for 6G research via the Smart Networks and Services Joint Undertaking. Globally, regulators are aligning on the ITU IMT-2030 framework, which earmarks contiguous blocks in the sub-THz and THz ranges for harmonised licensing. Defence agencies add momentum: the U.S. Air Force Research Lab is prototyping distributed sensor fusion that depends on 6G-grade bandwidth and security layers.

Integration with Non-Terrestrial / Satellite Networks

Satellite-augmented 6G promises continuous global coverage. China’s February 2024 test satellite validated multi-band payloads that bridge LEO and terrestrial radios. The upcoming 6GStarLab CubeSat mission will evaluate optical-to-RF hand-offs crucial for in-orbit back-haul arXiv. Direct-to-device links circumvent tower build-outs in remote regions, enabling smart-farming fleets and maritime IoT. John Deere’s tie-up with SpaceX illustrates how precision agriculture benefits from always-on orbital connectivity. Multi-layer constellations that mix LEO with GEO satellites spread risk and improve resilience during terrestrial outages MDPI.com

Restraints Impact Analysis*

Multi-Billion-Dollar THz Infrastructure and Back-Haul CAPE

Capital intensity is the primary headwind. Operators are trimming spend after heavy 5G roll-outs, prioritising software overlays before green-lighting dense THz small-cell grids. Terahertz propagation limits demand more base stations per square kilometre than 5G, pushing site-acquisition and power costs upward. Open RAN reduces vendor lock-in yet raises integration complexity, delaying return on investment MDPI. Cloud-native cores spread cost over time by shifting from capital expenditure to consumption-based models, but the financial benefit only materialises once adoption scales.

Spectrum Allocation Uncertainty in Sub-THz and THz Bands

Sub-THz and THz bands are still under regional review, creating planning risk for equipment makers and operators. The U.S. National Spectrum Strategy promotes dynamic sharing, but final power-flux limits remain unsettled. Differences across ITU regions complicate device certification, raising production costs and prolonging time-to-market. Without predictable licensing frameworks, vendors hesitate to commit silicon roadmaps for the 300-GHz class, which in turn slows economies of scale for end-user devices.

*Our forecasts treat driver/restraint impacts as directional, not additive. The impact forecasts reflect baseline growth, mix effects, and variable interactions.

Segment Analysis

By Devices: IoT Edge Drives Growth

The mobile segment commanded 46% of 6G market share in 2024 on the back of smartphone dominance, but IoT and edge devices are expanding at a sector-leading 73.22% CAGR, underscoring a shift toward machine-centric traffic patterns. Rising shipments of fixed wireless access units enable rural households to achieve fibre-like speeds, creating an interim revenue stream for operators before handheld mass adoption.

Edge devices embed local AI chips that prune data at the source, improving spectral efficiency without sacrificing insight accuracy. X-MIMO prototypes in the 7 GHz band from Samsung demonstrate how handset antenna innovations will offset high-frequency path loss in urban canyons. Meanwhile, ruggedised industrial sensors and vehicle communication modules add resilience features such as built-in energy harvesters, widening use-case diversity.

The proliferation of autonomous drones, agricultural robots, and AR headsets increases node density by orders of magnitude, driving incremental infrastructure requirements. Enterprise demand for private 6G networks, often anchored by IoT gateways, positions device diversity as both a technical challenge and a revenue multiplier for service providers. As AI workloads migrate to the edge, firmware updates and security patches will account for a growing share of traffic, reinforcing the primacy of zero-touch device-management platforms.

By Component: Software Acceleration Dominates

Hardware still represented 54% of the 6G market size in 2024, covering radio front-ends, phased-array antennas, and compound-semiconductor chipsets. However, the software stack is scaling at 77.10% CAGR as operators deploy cloud-native cores and AI-driven orchestration that permit over-the-air feature activation without hardware swaps.

Open RAN splits baseband and radio functions, allowing software vendors to iterate on scheduling, beamforming, and network slicing. NVIDIA’s AI Aerial suite illustrates how real-time reinforcement-learning agents optimise cell throughput in milliseconds by tuning modulation schemes on the fly. Service segments—covering planning, integration, and lifecycle management—benefit from recurring revenue as carriers move to subscription pricing for network functions.

Compound-semiconductor advances remain critical for power efficiency in terahertz power amplifiers. Yet value is tilting toward algorithmic control that extracts more capacity from each hertz. Consequently, vendor differentiation hinges on update velocity, not silicon lead-time, reconfiguring ecosystem alliances among traditional equipment makers, hyperscalers and software start-ups.

By End-User Vertical: Healthcare Emerges as Growth Leader

Automotive and transportation held 27% of 6G market share in 2024 thanks to maturing vehicle-to-everything stacks and regulatory tailwinds on advanced driver-assistance systems. Ultra-reliable low-latency links enable cooperative manoeuvres, intersection-collision avoidance and tele-operation for logistics fleets.

In contrast, healthcare applications are forecast to grow at 72.45% CAGR through 2030 as hospitals migrate from proof-of-concept remote surgeries over 5G to full holographic telepresence. High-resolution imaging and haptic feedback demand deterministic latency below 1 ms, making them flagship showcases for the 6G market. Smart factories trail close behind, harnessing digital twins for predictive quality control, while agriculture leverages orbital coverage to automate fields beyond terrestrial reach.

Public-safety agencies adopt network slicing to prioritise first-responder traffic during crises, extending advanced coverage to underground or high-rise locations that stump legacy systems. Media and entertainment studios experiment with volumetric capture, streaming photorealistic avatars to consumers in real time. Each vertical amplifies the business case for multi-tenant architectures that monetise the same physical infrastructure across divergent service-level agreements.

By Frequency Band: Terahertz Future Potential

Sub-terahertz bands between 100 GHz and 300 GHz secured 71% of deployments in 2024 as they strike a balance between bandwidth and manageable propagation. Early equipment leverages legacy E-band design expertise, accelerating time-to-market while fulfilling gigabit user-experience targets.

Terahertz bands above 300 GHz promise 10× capacity gains and native sensing use-cases, from indoor positioning to material analysis, and are projected to grow at 76.15% CAGR. Samsung Research highlights the 7–24 GHz “upper mid-band” as a bridge spectrum that yields both wide-area coverage and ample bandwidth, ideal for first wave commercialisation.

Regulators are harmonising allocations under the ITU IMT-2030 blueprint, fostering global roaming and lowering device costs through unified front-end designs. Still, atmospheric attenuation and line-of-sight constraints mean terahertz deployment will concentrate in dense hotspots, complemented by sub-THz macro-layer coverage. Vendors are therefore engineering hybrid radios capable of seamless band-hopping, ensuring service continuity as users traverse varying propagation environments.

Complete Report Scope:

• By Devices
  • Mobile Devices
  • IoT and Edge Devices
  • Fixed Wireless Access CPE
  • Network Infrastructure Equipment
  • Other Devices
• By Component
  • Hardware
  • Software
  • Services
• By End-user Vertical
  • Automotive and Transportation
  • Manufacturing and Industrial
  • Healthcare and Life Sciences
  • Agriculture and Smart Farming
  • Government and Public Safety
  • Media and Entertainment
  • Other Verticals
• By Frequency Band
  • Sub-terahertz (sub-THz) (100-300 GHz)
  • Terahertz (above 300 GHz)
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Spain
    • Russia
    • Rest of Europe
  • Asia Pacific
    • China
    • Japan
    • South Korea
    • India
    • Australia
    • Rest of Asia Pacific
  • Middle East and Africa
    • Saudi Arabia
    • United Arab Emirates
    • South Africa
    • Rest of Middle East and Africa

Geography Analysis

Asia-Pacific led with 36% of the 6G market in 2024 and is scaling fastest at a 74.08% CAGR through 2030. China launched the first 6G test satellite in 2024, while South Korea’s public-private roadmap aims for commercial 6G in 2028. Japan’s Beyond 5G Promotion Consortium has already demonstrated terahertz transmissions above 100 Gbps, underscoring the region’s integrated device-fabrication and field-trial ecosystem. Dense urban clusters reduce per-capita infrastructure cost and create early-adopter revenue pools that further accelerate investment cycles.

North America benefits from substantial federal grants and cloud-native leadership. The USD 420 million federal innovation fund catalyses open-source RAN deployments, giving domestic vendors a seat at the standards table. Silicon Valley’s AI leadership positions U.S. firms to define network-intelligence frameworks, though reliance on imported gallium and indium phosphide chips remains a supply-chain weak spot. Cross-border spectrum alignment with Canada and Mexico narrows roaming gaps and enlarges the addressable subscriber base.

Europe channels policy energy into sustainability and harmonised regulation. The Smart Networks and Services Joint Undertaking deploys EUR 500 million to nurture green radios and energy-harvesting devices. Germany and the United Kingdom spearhead testbeds for satellite-terrestrial networks, while France and Italy exploit aerospace expertise to refine optical inter-satellite links. Fragmented national rules slow pan-European roll-outs, yet common research agendas and roaming directives mitigate divergence. The Middle East and Africa, though smaller today, rely on LEO satellite back-haul to leapfrog fibre gaps, positioning those regions for rapid catch-up once handset prices fall below mass-market thresholds.

Competitive Landscape

The 6G market is moderately fragmented, split between incumbent equipment makers and AI-native insurgents. Ericsson, Nokia, and Samsung capitalise on 5G installed bases, monetising upgrade paths that reuse existing sites and backhaul. Their patent troves and systems-integration scale underpin multi-year supply agreements with global operators.

Disruptors such as NVIDIA, bolstered by partnerships with T-Mobile and Cisco, inject AI accelerators directly into baseband cards, turning packet scheduling into a machine-learning challenge. These alliances blur the line between telecoms and cloud, with hyperscalers hosting carrier-grade cores to offer network-as-a-service. Patent filings for extended-reality codecs and intelligent reconfigurable surfaces are rising sharply, signalling a future battlefront around immersive content delivery.

Start-ups occupy niches in reconfigurable intelligent surfaces, energy-harvesting sensor nodes, and satellite-edge gateways. Their agility attracts incumbents seeking bolt-on innovation without rebuilding R&D pipelines. Semiconductor suppliers such as Qualcomm, Broadcom, and MediaTek race to sample prototype chipsets on gallium nitride substrates, emphasising power efficiency for battery-sensitive devices. Test-equipment vendors Keysight Technologies and Rohde & Schwarz validate terahertz links, shortening certification cycles and lowering entry barriers for newcomers.

Recent Industry Developments

• June 2025: Ericsson and Google Cloud introduced a carrier-grade 5G Core-as-a-Service platform with AI optimisation.
• March 2025: NVIDIA partnered with T-Mobile, MITRE and Cisco to build AI-native wireless networks for 6G.
• March 2025: Samsung Electronics and KT Corporation signed an MoU to co-develop X-MIMO technology in the 7 GHz band.
• March 2025: Ericsson and SoftBank formed an alliance to integrate AI across future network layers.

List of Companies Covered in this Report:

• AT&T
• Broadcom
• Cisco
• Ericsson
• Google
• Huawei
• Nokia
• NTT Docomo
• Orange
• NEC Corporation
• Samsung
• Qualcomm
• Intel
• ZTE
• China Mobile
• Verizon
• SK Telecom
• Keysight Technologies
• Rohde & Schwarz
• MediaTek
• Telefonica
• Vodafone

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

Table of Contents

1 INTRODUCTION
1.1 Study Assumptions and Market Definition
1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE
4.1 Market Overview
4.2 Market Drivers
4.2.1 Exploding data demand and ultra-low latency use-cases
4.2.2 Proliferation of AI-enabled edge and IoT devices
4.2.3 Government R&D grants and early spectrum policies
4.2.4 Integration with non-terrestrial / satellite networks
4.2.5 Programmable Reconfigurable Intelligent Surfaces (RIS) deployment
4.2.6 Green communications mandates for energy-harvesting THz radios
4.3 Market Restraints
4.3.1 Multi-billion-dollar THz infrastructure and back-haul CAPEX
4.3.2 Spectrum allocation uncertainty in sub-THz and THz bands
4.3.3 Public-health pushback on continuous THz exposure
4.3.4 Compound-semiconductor (InP, GaN) supply-chain bottlenecks
4.4 Value Chain Analysis
4.5 Regulatory Landscape
4.6 Technological Outlook
4.7 Porter’s Five Forces Analysis
4.7.1 Bargaining Power of Buyers
4.7.2 Bargaining Power of Suppliers
4.7.3 Threat of New Entrants
4.7.4 Threat of Substitutes
4.7.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)
5.1 By Devices
5.1.1 Mobile Devices
5.1.2 IoT and Edge Devices
5.1.3 Fixed Wireless Access CPE
5.1.4 Network Infrastructure Equipment
5.1.5 Other Devices
5.2 By Component
5.2.1 Hardware
5.2.2 Software
5.2.3 Services
5.3 By End-user Vertical
5.3.1 Automotive and Transportation
5.3.2 Manufacturing and Industrial
5.3.3 Healthcare and Life Sciences
5.3.4 Agriculture and Smart Farming
5.3.5 Government and Public Safety
5.3.6 Media and Entertainment
5.3.7 Other Verticals
5.4 By Frequency Band
5.4.1 Sub-terahertz (sub-THz) (100-300 GHz)
5.4.2 Terahertz (above 300 GHz)
5.5 By Geography
5.5.1 North America
5.5.1.1 United States
5.5.1.2 Canada
5.5.1.3 Mexico
5.5.2 South America
5.5.2.1 Brazil
5.5.2.2 Argentina
5.5.2.3 Rest of South America
5.5.3 Europe
5.5.3.1 Germany
5.5.3.2 United Kingdom
5.5.3.3 France
5.5.3.4 Italy
5.5.3.5 Spain
5.5.3.6 Russia
5.5.3.7 Rest of Europe
5.5.4 Asia Pacific
5.5.4.1 China
5.5.4.2 Japan
5.5.4.3 South Korea
5.5.4.4 India
5.5.4.5 Australia
5.5.4.6 Rest of Asia Pacific
5.5.5 Middle East and Africa
5.5.5.1 Saudi Arabia
5.5.5.2 United Arab Emirates
5.5.5.3 South Africa
5.5.5.4 Rest of Middle East and Africa

6 COMPETITIVE LANDSCAPE
6.1 Market Concentration
6.2 Strategic Moves
6.3 Market Share Analysis
6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
6.4.1 AT&T
6.4.2 Broadcom
6.4.3 Cisco
6.4.4 Ericsson
6.4.5 Google
6.4.6 Huawei
6.4.7 Nokia
6.4.8 NTT Docomo
6.4.9 Orange
6.4.10 NEC Corporation
6.4.11 Samsung
6.4.12 Qualcomm
6.4.13 Intel
6.4.14 ZTE
6.4.15 China Mobile
6.4.16 Verizon
6.4.17 SK Telecom
6.4.18 Keysight Technologies
6.4.19 Rohde & Schwarz
6.4.20 MediaTek
6.4.21 Telefonica
6.4.22 Vodafone

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK
7.1 White-space and Unmet-need Assessment

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