통신 설비투자 우선순위 추적 도구 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the telecom capex prioritization tracker market size was valued at USD 1.24 billion in 2025 and estimated to grow from USD 1.41 billion in 2026 to reach USD 2.75 billion by 2031, at a CAGR of 14.29% during the forecast period (2026-2031).

This report is Segmented by Investment Category (Installation and Maintenance, Radio Access Network Equipment, and More), Technology (5G Network Infrastructure, 4G LTE Network Maintenance, and More), Network Asset Type (Wireline Access, Wireless Access, and More), Capex Source (Mobile Network Operators, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global Telecom Capex Prioritization Tracker Market Trends and Insights

5G Standalone and Network Densification

The transition from 5G Non-Standalone to Standalone architecture is a central capital allocation signal for the Telecom Capex Prioritization Tracker Market. By March 2026, 95 operators had commercially launched 5G Standalone services, 42% more than in the first quarter of 2025. The same source reported that 35 operators were investing in 5G-Advanced and 11 had launched commercial services. These projects require upgrades to packet cores, orchestration systems, transport links, and radio networks rather than isolated radio equipment purchases. China had 4.838 million 5G base stations at the end of 2025, and 5G-Advanced coverage had expanded to more than 330 cities, creating a need for X-Haul and core capacity, even as the radio layer has already grown. This makes deployment status, software readiness, and transport constraints important inputs for spending priorities.

Fiber Broadband and Fixed Wireless Access Expansion

Fiber programs are becoming a larger part of the Telecom Capex Prioritization Tracker Market because they support residential broadband, mobile backhaul, and enterprise connectivity. AT&T announced a five-year U.S. investment plan exceeding USD 250 billion in March 2026, with fiber expansion toward 40 million locations by the end of 2026 and 60 million by 2030. T-Mobile committed USD 2.7 billion to 2 fiber joint ventures in April 2026, targeting 1.8 million additional fiber passings by the end of 2026. Fixed wireless access is also becoming a coordinated complement to fiber rather than only a rural alternative. Fiber assets can serve broadband customers and provide routes for mobile and data-center traffic, which makes their allocation more complex than a single access-network line item. These combined uses sustain the Telecom Capex Prioritization Tracker Market as operators coordinate fixed and wireless capital plans.

Mature-Market Capital-Intensity Normalization

Initial 5G buildouts have passed their peak in several advanced markets, leaving operators to focus on selected upgrades and maintenance. China Mobile planned CNY 136.6 billion (USD 18.9 billion) in capital expenditure for 2026, 9.5% lower than the prior year. Its computing power investment grew 62.4% to CNY 37.8 billion (USD 5.6 billion), while communications network investment declined by 20.3%. Deutsche Telekom invested EUR 16.9 billion (USD 18.3 billion) in network infrastructure in 2025, indicating an ongoing commitment but a mature maintenance and upgrade profile. This shift makes it harder to compare spending categories because compute and cloud projects sit close to conventional telecommunications network budgets. The Telecom Capex Prioritization Tracker Market needs to separate these uses without assuming that lower total equipment spending reflects lower demand for every network asset.

Other drivers and restraints analyzed in the detailed report include:

1. AI Data-Center Interconnect and Cloud-Native Network Investment
2. Public-Sector Connectivity and Digital-Sovereignty Programs
3. Vendor Inventory Correction and Uneven 5G Monetization

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

Segment Analysis

Radio access network equipment held 38.24% of the Telecom Capex Prioritization Tracker Market share in 2025. Its position reflects the continued use of mid-band 5G for coverage depth and capacity in urban, suburban, and enterprise locations. These purchases commonly include radio units, site integration, spectrum-specific optimization software, and multi-year vendor commitments within the Telecom Capex Prioritization Tracker Market. Core network infrastructure is also important because a 5G Standalone transition needs packet-core and orchestration upgrades alongside radio work. Installation and maintenance create a recurring demand stream as operators retire 3G and copper assets and replace equipment that cannot remain in service.

Fiber and fixed broadband infrastructure are forecast to register a 15.47% CAGR from 2026 to 2031, the highest rate in this segmentation. Fiber-to-the-premises programs are extending into secondary cities and rural areas across North America, Asia-Pacific, and Europe. A broadband fiber route can also serve as a dark-fiber path for data-center customers, creating separate revenue uses for the same physical asset. Nokia participated in an AI-optimized optical transport route in North Dakota designed for up to 400 Tbps, linking a major data-center development with the Chicago metropolitan area. The others category includes Open RAN software, satellite backhaul integration, and private 5G equipment, which may require separate tracking as adoption increases.

5G network infrastructure accounted for 42.13% of spending by technology in 2025. The share reflects incomplete coverage programs in emerging economies and the 5G Standalone upgrade cycle in advanced economies. Both use cases maintain 5G as the leading budget line, although their underlying investment reasons differ. Operators need radio, core, and transport components to deliver Standalone services effectively. The development of 5G-Advanced adds another layer of software and network-control requirements for the Telecom Capex Prioritization Tracker Market.

Fiber-to-the-premises is projected to expand at a 16.27% CAGR from 2026 to 2031. T-Mobile's USD 2.7 billion joint-venture commitment and AT&T's planned fiber build show the scale of current fiber investment in the United States. 4G LTE maintenance remains necessary where 5G coverage is incomplete and in private-network applications that favor established reliability. The USD 42.5 billion BEAD program supports a public and private procurement pipeline for broadband equipment. Other technologies include satellite backhaul and Open RAN, with the pace of commercial deployment shaping the technology mix through 2031.

Complete Report Scope:

• By Investment Category
  • Installation and Maintenance
  • Radio Access Network Equipment
  • Core Network Infrastructure
  • Fiber and Fixed Broadband Infrastructure
  • Other Investment Categories
• By Technology
  • 5G Network Infrastructure
  • 4G LTE Network Maintenance
  • Fiber-to-the-Premises
  • Other Technologies
• By Network Asset Type
  • Wireline Access
  • Wireless Access
  • Wireless X-Haul and Packet Core
  • Transport Networks
  • Other Network Asset Types
• By Capex Source
  • Mobile Network Operators
  • Fixed Broadband Operators
  • Infracos and Tower Companies
  • Other Capex Sources
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • South America
    • Brazil
    • Argentina
    • Chile
    • Rest of South America
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Spain
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • India
    • South Korea
    • Australia
    • Rest of Asia-Pacific
  • Middle East
    • United Arab Emirates
    • Saudi Arabia
    • Qatar
    • Rest of Middle East
  • Africa
    • South Africa
    • Egypt
    • Nigeria
    • Rest of Africa

Geography Analysis

North America held 31.24% of the Telecom Capex Prioritization Tracker Market share in 2025. AT&T's five-year U.S. investment plan exceeded USD 250 billion and covered fiber, 5G home internet, FirstNet, and satellite connectivity. Verizon's completed acquisition of Frontier expanded its fiber operations from 15 to 31 states and Washington, D.C. The BEAD program adds USD 42.5 billion in public broadband funding to commercial build schedules.

Asia-Pacific is forecast to achieve the fastest regional CAGR, at 15.83%, from 2026 to 2031. China Mobile planned CNY 136.6 billion (USD 18.9 billion) in capital expenditure for 2026 and increased its computing-power network budget to CNY 37.8 billion (USD 5.6 billion). China Unicom planned CNY 50 billion (USD 6.9 billion) in capital expenditure for 2026, with more than 35% allocated to computing power. Reliance Jio invested USD 15.2 billion in fiscal year 2026 and had 27.1 million fixed broadband subscribers. NTT DOCOMO maintained JPY 857.5 billion (USD 5.7 billion) in fiscal year 2025 capital expenditure for 5G expansion and AI-enabled network management.

Europe's 2025 network infrastructure investment totaled EUR 16.9 billion (USD 18.3 billion), with Deutsche Telekom contributing EUR 5.9 billion (USD 6.4 billion) in Germany. Virgin Media O2 committed GBP 700 million (USD 895 million) to mobile investment in 2026. The Middle East is a capital-intensive region, with Mobily reporting SAR 5.83 billion (USD 1.55 billion) in 2025 capital expenditure and more than 7,600 5G sites across 61 cities. Africa's growth is supported by fiber and mobile investment, including Telkom South Africa's ZAR 6.43 billion, equivalent to USD 350 million, capital expenditure in fiscal year 2026. South America is led more by fixed broadband and optical software investment, including Cirion's network-as-a-service deployment with Ciena and Carma.

1. Huawei Technologies Co., Ltd.
2. Nokia Corporation
3. Telefonaktiebolaget LM Ericsson
4. ZTE Corporation
5. Cisco Systems, Inc.
6. Ciena Corporation
7. Juniper Networks, Inc.
8. CommScope Holding Company, Inc.
9. ADTRAN Holdings, Inc.
10. Fujitsu Limited
11. NEC Corporation
12. Samsung Electronics Co., Ltd.
13. Mavenir Systems, Inc.
14. Airspan Networks Holdings Inc.
15. Parallel Wireless, Inc.
16. Calix, Inc.
17. Cambium Networks Corporation
18. Ubiquiti Inc.
19. Tejas Networks Limited
20. HFCL Limited
21. Ceragon Networks Ltd.
22. Aviat Networks, Inc.
23. Ekinops S.A.
24. Ribbon Communications Inc.

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 5G Standalone and Network Densification
  • 4.2.2 Fiber Broadband and Fixed Wireless Access Expansion
  • 4.2.3 AI Data-Center Interconnect and Cloud-Native Network Investment
  • 4.2.4 Public-Sector Connectivity and Digital-Sovereignty Programs
  • 4.2.5 6G Research and Pre-Commercial Infrastructure Commitments
  • 4.2.6 Energy-Efficient Network Modernization and Automation
• 4.3 Market Restraints
  • 4.3.1 Mature-Market Capital-Intensity Normalization
  • 4.3.2 Vendor Inventory Correction and Uneven 5G Monetization
  • 4.3.3 Multi-Year Procurement Locks Reduce Tracker Responsiveness
  • 4.3.4 Power, Site, and Backhaul Readiness Gaps Delay Deployment
• 4.4 Impact of Macroeconomic Factors on the Market
• 4.5 Industry Value-Chain Analysis
• 4.6 Technology Outlook
• 4.7 Regulatory Landscape
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Threat of New Entrants
  • 4.8.2 Bargaining Power of Suppliers
  • 4.8.3 Bargaining Power of Buyers
  • 4.8.4 Threat of Substitutes
  • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Investment Category
  • 5.1.1 Installation and Maintenance
  • 5.1.2 Radio Access Network Equipment
  • 5.1.3 Core Network Infrastructure
  • 5.1.4 Fiber and Fixed Broadband Infrastructure
  • 5.1.5 Other Investment Categories
• 5.2 By Technology
  • 5.2.1 5G Network Infrastructure
  • 5.2.2 4G LTE Network Maintenance
  • 5.2.3 Fiber-to-the-Premises
  • 5.2.4 Other Technologies
• 5.3 By Network Asset Type
  • 5.3.1 Wireline Access
  • 5.3.2 Wireless Access
  • 5.3.3 Wireless X-Haul and Packet Core
  • 5.3.4 Transport Networks
  • 5.3.5 Other Network Asset Types
• 5.4 By Capex Source
  • 5.4.1 Mobile Network Operators
  • 5.4.2 Fixed Broadband Operators
  • 5.4.3 Infracos and Tower Companies
  • 5.4.4 Other Capex Sources
• 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 Chile
    • 5.5.2.4 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 Rest of Europe
  • 5.5.4 Asia-Pacific
    • 5.5.4.1 China
    • 5.5.4.2 Japan
    • 5.5.4.3 India
    • 5.5.4.4 South Korea
    • 5.5.4.5 Australia
    • 5.5.4.6 Rest of Asia-Pacific
  • 5.5.5 Middle East
    • 5.5.5.1 United Arab Emirates
    • 5.5.5.2 Saudi Arabia
    • 5.5.5.3 Qatar
    • 5.5.5.4 Rest of Middle East
  • 5.5.6 Africa
    • 5.5.6.1 South Africa
    • 5.5.6.2 Egypt
    • 5.5.6.3 Nigeria
    • 5.5.6.4 Rest of 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, Products and Services, Recent Developments)
  • 6.4.1 Huawei Technologies Co., Ltd.
  • 6.4.2 Nokia Corporation
  • 6.4.3 Telefonaktiebolaget LM Ericsson
  • 6.4.4 ZTE Corporation
  • 6.4.5 Cisco Systems, Inc.
  • 6.4.6 Ciena Corporation
  • 6.4.7 Juniper Networks, Inc.
  • 6.4.8 CommScope Holding Company, Inc.
  • 6.4.9 ADTRAN Holdings, Inc.
  • 6.4.10 Fujitsu Limited
  • 6.4.11 NEC Corporation
  • 6.4.12 Samsung Electronics Co., Ltd.
  • 6.4.13 Mavenir Systems, Inc.
  • 6.4.14 Airspan Networks Holdings Inc.
  • 6.4.15 Parallel Wireless, Inc.
  • 6.4.16 Calix, Inc.
  • 6.4.17 Cambium Networks Corporation
  • 6.4.18 Ubiquiti Inc.
  • 6.4.19 Tejas Networks Limited
  • 6.4.20 HFCL Limited
  • 6.4.21 Ceragon Networks Ltd.
  • 6.4.22 Aviat Networks, Inc.
  • 6.4.23 Ekinops S.A.
  • 6.4.24 Ribbon Communications Inc.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment