5G 독립형 코어 전환 : 시장 점유율 분석, 산업 동향 및 통계 데이터, 성장 예측(2026-2031년)

The 5G Standalone Core Transformation Market size is expected to increase from USD 6.05 billion in 2025 to USD 9.23 billion in 2026 and reach USD 68.64 billion by 2031, growing at a CAGR of 49.36% over 2026-2031. Rising operator migration from non-standalone architectures, expanding private network spend across Industry 4.0 sites, and hyperscaler alliances that shorten deployment cycles underpin this sharp trajectory. Cloud-native design unlocks network slicing, ultra-low latency, and edge-computing monetization, allowing carriers to retire duplicated evolved packet core resources and shrink signaling overhead. Public-sector incentives in the United States, China, India, and the European Union accelerate coverage in rural zones, while 3GPP Release 18 specifications simplify multi-vendor integration, encouraging tier-2 operators and enterprises to adopt API-driven solutions. At the same time, containerized network functions, RedCap-enabled mass-IoT modules, and AI-assisted slice orchestration expand the addressable revenue pool far beyond consumer mobile broadband, positioning the 5G standalone core transformation market for sustained double-digit growth.

Global 5G Standalone Core Transformation Market Trends and Insights

Rapid Migration of Operators From NSA to SA Deployments

Operators are abandoning dual-core architectures because parallel maintenance inflates operating costs and blocks advanced features such as ultra-reliable low-latency communication and dedicated network slices. Commercial cutovers by Telia, Three UK, MTN South Africa, and O2 Telefonica during 2024-2025 validated the economic upside, with Telia reporting a 30% reduction in signaling overhead after decommissioning its evolved packet core. The Global Mobile Suppliers Association counted 181 operators investing in standalone infrastructure, up from 140 a year earlier. This migration unlocks network-as-a-service revenue, as enterprises lease guaranteed slices for mission-critical workloads unattainable under non-standalone constraints.

Cloud-Native, Containerized Network-Function Adoption by Tier-1 CSPs

Tier-1 carriers are re-platforming cores on Kubernetes to gain horizontal scaling and zero-downtime upgrades. Ericsson's On-Demand core on Google Cloud spins up user-plane functions in under 60 seconds, helping operators scale capacity tenfold during peak events. Three UK operates a 9 Tbit/s core orchestrated by Red Hat OpenShift, serving 30 million subscribers with 40% fewer physical servers. O2 Telefonica colocated control-plane workloads on AWS Outposts in Frankfurt, trimming latency for automotive and industrial clients. These proofs confirm that containerization compresses service introduction cycles and reduces hardware intensity.

High CAPEX and Skills Gap for Cloud-Native 5GC Transformation

Standalone adoption demands new compute clusters, software licenses, and DevOps pipelines while certified Kubernetes engineers remain scarce. McKinsey pegged the total 5G spend at USD 400-500 billion, with core modernization accounting for up to one-fifth of that. Deloitte found 65% of surveyed operators cited talent shortages as the primary bottleneck. As smaller carriers turn to managed services, margin compression and slower customization follow.

Other drivers and restraints analyzed in the detailed report include:

1. Explosion of Private-5G and Campus Networks Across Industry 4.0 Sites
2. AI-Optimized Dynamic Network Slicing Commercial Pilots
3. Inter-Operability Issues Across Multi-Vendor Cores and Legacy EPC

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Hardware accounted for 58.40% of 2025 revenue, reflecting up-front purchases of x86 or ARM compute nodes, 100-gigabit switches, and RAN gear needed to host containerized functions. The 5G standalone core transformation market size for hardware is projected to grow steadily but cede share as value shifts toward orchestration intelligence. In contrast, software revenue is forecast to climb at a robust 52.4% CAGR, propelled by microservice licensing, AI-powered lifecycle automation, and continuous delivery. Operators deploying Ericsson Release 25A and Nokia MX Industrial Edge report weekly feature drops rather than quarterly code releases, demonstrating the speed premium of cloud-native stacks.

Service providers increasingly bundle consulting, integration, and managed operations alongside software. Oracle's Communications Cloud Native Core lowered capital intensity by 30% for Vodafone and Telefonica by running on commodity gear. VMware's Telco Cloud Platform supplies the Kubernetes substrate that decouples vendor software from hardware, allowing carriers to negotiate favorable appliance pricing. As Release 18 hardwires open APIs, differentiation shifts from custom silicon to software agility, widening the performance gap between fast-moving container ecosystems and static appliance estates.

The 5G Standalone Core Transformation Market Report is Segmented by Component (Hardware, Software, and Services), Deployment Model (Public Cloud, Private Cloud, and Hybrid/On-premises), End-User (Telecom Operators, and Enterprises/Private 5G Owners), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Geography Analysis

North America generated 40.03% of 2025 revenue on the back of FCC rural-fund subsidies, NTIA Open RAN grants, and aggressive C-band rollouts that reached 200 million POPs. Verizon's standalone cutover in Chicago and Dallas opened premium slices for industrial automation, while AT&T plans to decommission non-standalone anchors by late 2026. Canada auctioned 3.8 GHz spectrum and saw Rogers, Bell, and Telus pilot cores in Toronto and Vancouver, whereas Mexico's Telcel and AT&T Mexico began trials in Mexico City and Monterrey. Strong capital markets, early access to spectrum, and proximity to hyperscale data centers position the region as a profitability leader.

Asia-Pacific is the high-growth engine, forecast to expand at a 59.6% CAGR through 2031. China's 3.6 million base-station grid and MIIT mandate for standalone cores underpin explosive scale across 890 million subscribers. Japan's nationwide launch by NTT Docomo, KDDI, and SoftBank leverages Ericsson, Nokia, and Samsung gear to service autonomous-vehicle and smart-factory clients. South Korea's SK Telecom, KT, and LG U+ focus on AI-driven network slicing for automotive and cloud gaming, while India's Reliance Jio covers 5,000 cities on a greenfield standalone architecture. Regional industrial policies, including India's 6 GHz allocation and South Korea's 5G+ roadmap, further lift demand for edge-enabled cores.

Europe trails North America and Asia-Pacific on an absolute scale, but benefits from coordinated spectrum policy under the EU 5G Action Plan. Deutsche Telekom lit standalone cores in Frankfurt, Munich, and Berlin, targeting automotive OEMs along the Autobahn corridors. Orange activated service in Paris and Lyon, and EE and Vodafone UK rolled out cores in London and Manchester. Sanctions limit Russian operator access to Western equipment, slowing adoption, but Swisscom, Telenor, and TIM demonstrate that smaller markets can still transition quickly by adopting cloud-native appliances. Meanwhile, South America and the Middle East, and Africa remain early-stage yet promising. Claro, TIM, and Vivo conducted trials in Sao Paulo and Rio de Janeiro, while STC Saudi Arabia, Etisalat UAE, and MTN South Africa launched urban enterprise zones and plan broader coverage by 2027 as spectrum auctions conclude.

List of Companies Covered in this Report:

1. Huawei Technologies Co., Ltd.
2. Telefonaktiebolaget LM Ericsson
3. Nokia Corporation
4. ZTE Corporation
5. Samsung Electronics Co., Ltd.
6. Cisco Systems, Inc.
7. Juniper Networks, Inc.
8. Mavenir Systems, Inc.
9. Affirmed Networks, Inc. (now part of Microsoft)
10. NEC Corporation (Nippon Electric Company, Limited)
11. Hewlett Packard Enterprise Company
12. Oracle Corporation
13. Athonet S.r.l. (now part of HPE)
14. Casa Systems, Inc.
15. Cumucore Oy
16. Druid Software Limited
17. IPLOOK Networks Co., Ltd.
18. Parallel Wireless, Inc.
19. Rakuten Symphony, Inc.
20. VMware, Inc. (now part of Broadcom)

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 Rapid Migration of Operators From NSA to SA Deployments
  • 4.2.2 Government-Backed 5G Stimulus Packages and Spectrum Incentives
  • 4.2.3 Explosion of Private-5G and Campus Networks Across Industry 4.0 Sites
  • 4.2.4 Cloud-Native, Containerised Network-Function Adoption by Tier-1 CSPs
  • 4.2.5 AI-Optimised Dynamic Network Slicing Commercial Pilots
  • 4.2.6 Emergence of RedCap Devices Unlocking Mass-IoT SA Traffic
• 4.3 Market Restraints
  • 4.3.1 High CAPEX and Skills Gap for Cloud-Native 5GC Transformation
  • 4.3.2 Inter-Operability Issues Across Multi-Vendor Cores and Legacy EPC
  • 4.3.3 Elevated Cyber-Attack Surface in Service-Based Architectures
  • 4.3.4 Mid-band Spectrum Fragmentation Slowing SA Coverage Expansion
• 4.4 Industry Ecosystem Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Buyers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Industry Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Component
  • 5.1.1 Hardware
  • 5.1.2 Software
  • 5.1.3 Services
• 5.2 By Deployment Model
  • 5.2.1 Public Cloud
  • 5.2.2 Private Cloud
  • 5.2.3 Hybrid / On-premises
• 5.3 By End-User
  • 5.3.1 Telecom Operators
  • 5.3.2 Enterprises / Private 5G Owners
• 5.4 By Geography
  • 5.4.1 North America
    • 5.4.1.1 United States
    • 5.4.1.2 Canada
    • 5.4.1.3 Mexico
  • 5.4.2 South America
    • 5.4.2.1 Brazil
    • 5.4.2.2 Argentina
    • 5.4.2.3 Rest of South America
  • 5.4.3 Europe
    • 5.4.3.1 Germany
    • 5.4.3.2 United Kingdom
    • 5.4.3.3 France
    • 5.4.3.4 Russia
    • 5.4.3.5 Rest of Europe
  • 5.4.4 Asia-Pacific
    • 5.4.4.1 China
    • 5.4.4.2 Japan
    • 5.4.4.3 India
    • 5.4.4.4 South Korea
    • 5.4.4.5 Rest of Asia-Pacific
  • 5.4.5 Middle East and Africa
    • 5.4.5.1 Middle East
      • 5.4.5.1.1 Saudi Arabia
      • 5.4.5.1.2 United Arab Emirates
      • 5.4.5.1.3 Rest of the Middle East
    • 5.4.5.2 Africa
      • 5.4.5.2.1 South Africa
      • 5.4.5.2.2 Nigeria
      • 5.4.5.2.3 Rest of Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Vendor Positioning 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 Huawei Technologies Co., Ltd.
  • 6.4.2 Telefonaktiebolaget LM Ericsson
  • 6.4.3 Nokia Corporation
  • 6.4.4 ZTE Corporation
  • 6.4.5 Samsung Electronics Co., Ltd.
  • 6.4.6 Cisco Systems, Inc.
  • 6.4.7 Juniper Networks, Inc.
  • 6.4.8 Mavenir Systems, Inc.
  • 6.4.9 Affirmed Networks, Inc. (now part of Microsoft)
  • 6.4.10 NEC Corporation (Nippon Electric Company, Limited)
  • 6.4.11 Hewlett Packard Enterprise Company
  • 6.4.12 Oracle Corporation
  • 6.4.13 Athonet S.r.l. (now part of HPE)
  • 6.4.14 Casa Systems, Inc.
  • 6.4.15 Cumucore Oy
  • 6.4.16 Druid Software Limited
  • 6.4.17 IPLOOK Networks Co., Ltd.
  • 6.4.18 Parallel Wireless, Inc.
  • 6.4.19 Rakuten Symphony, Inc.
  • 6.4.20 VMware, Inc. (now part of Broadcom)

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-Need Assessment