通信事業者のCAPEX予測　2026-2031年

Rethink Technology Research（リシンクテクノロジーリサーチ）「通信事業者のCAPEX予測　2026-2031年 – Operator Capex Forecast 2026-2031」は世界のモバイル通信事業者を調査し、ExcelおよびPDFで調査結果を提供します。

当レポートはRethink Technology Researchの年間サービス「RAN Research: Forecasts ＆Data」の購読者に提供されるレポートの1冊です。当レポートのみのご購入についてはお問合せください。

主な提供内容

エクセルデータセット

• 世界予測：マクロ経済地域
  • コア収益
  • 営業利益
  • 純利益
  • CAPEX
  • OPEX
  • 2018年から2025年までの実績
  • 2026年から2031年までの予測
    • 地域別データ
      • 北米
      • ラテンアメリカ
      • 欧州
      • 中東と北アフリカ（MENA）
      • アジア太平洋地域（APAC）

PDF

• 6G導入前の期間および前提条件となる5Gスタンドアローン（SA）ネットワークへの移行に関する技術的議論（「Wireless Watch」のニュースアーカイブから厳選した関連記事を併せて掲載）
• 18点のグラフと5点の表、およびそれらが示す知見についての解説・考察
• MNO（移動体通信事業者）の投資判断を左右する、ビジネスモデルの複雑性や戦略的検討事項に関する分析

Report Overview

Operator capex rises on 6G expectations, as inflation eats into real-terms revenue and profit growth

This report maps operator capex as we head into the 6G transition period, showing how historical 5G spending patterns can be used to anticipate the timing and scale of future infrastructure investment.

For many MNOs, the move to 5G Standalone will be a critical prerequisite, creating a further phase of network modernization before commercial 6G deployment can truly begin.

That means new investment windows, new procurement priorities, and new opportunities across the telecoms ecosystem.

Understanding these investment cycles is essential to forecasting the future telecoms infrastructure market.

For vendors, the forecast identifies where and when operator spending will emerge, enabling more effective sales targeting and strategic planning. For MNOs, it provides a clearer view of future capital requirements, helping them prepare for the next phase of network investment.

Table of Contents

Figures
Snapshot Summary
Introduction
Historic Data

Regional Overview

North America
Western Europe
APAC
Latin America
MENA
Global

Regional Comparisons

Wireless Watch: Relevant Archive Articles

NGMN’s message for 6G: no more hardware, please
Huawei plugs 5G Advanced to expand footprint in non-aligned countries

TM Forum autonomous certification momentum builds with GSMA deal

The inside view

OSS/BSS lines blur at TM Forum’s event, entrenched positions persist

Business (Billing) Support Systems
Operations Support Systems and automation
The API of it all

SoftBank, Nokia test FR3 ‘sweet spot’ in Tokyo

The data consumption question

5G Americas makes the case for 5G Advanced

SoftBank promises hefty lift in RAN output

Future challenges

Ericsson’s rallying cry for 5G-SA
3GPP plays it safe with proposed 6G air interface
The operator perspective

Nvidia teases 6G telco stack, snares industrial deals in US, SK

US power
South Korea

6G navigates the Northwest Passage, global standards under spotlight

Kicking the Standalone can
Consumer expectations
Accelerated roadmaps

RAN sharing on the rise in Europe

A European trend

The US seeks to dominate 6G with open source plans

OCUDU
US ambitions

Europe’s desire for tech sovereignty and the commercial reality
Low-key MWC punts 6G decisions, questionably compresses roadmaps

InterDigital, Rohde & Schwarz ponder 5G roadmaps

Rohde & Schwarz’s 5G Broadcast angle

Viavi’s demo makes clear case for AI network tooling

AI-RAN Alliance angles

SKT’s 6G RAN aims to keep the system open

AI RAN

NGMN’S Leboucher lays out 6G AI timeline

US 6G spectrum strategy starts to come into focus

Global plans for 6 GHz

GSMA charts somewhat impenetrable 6G progress

Conclusions
Methodology & Forecast Assumptions
Glossary
RAN Research’s Main Contributors
Rethink Leadership
About Rethink

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