통신사 쿠버네티스 운영 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the telco Kubernetes operations market size was valued at USD 1.85 billion in 2025 and estimated to grow from USD 2.36 billion in 2026 to reach USD 6.18 billion by 2031, at a CAGR of 21.23% during the forecast period (2026-2031).

This report is Segmented by Component (Solutions, and Services), Deployment Model (Cloud, and On Premise), Organization Size (Large Enterprises, and Small and Medium Enterprises), Application (Cloud-Native 5G Core, Network Function Virtualization, and More), End User (Mobile Network Operators, Fixed-Line Operators, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global Telco Kubernetes Operations Market Trends and Insights

5G Standalone and Cloud-Native Core Rollouts

Standalone 5G core rollouts are a direct source of demand for the telco Kubernetes operations market. These core functions use cloud-native designs that need container orchestration at production scale. Once operators use Kubernetes for the 5G core, they have incentives to migrate IMS, policy, and charging functions onto the same environment. NTT DOCOMO launched commercial hybrid 5G Core services on AWS with NEC in March 2026. The deployment used Amazon Bedrock AgentCore and GitOps to automate core design and deployment. The O-RAN Software Community released its L version in July 2025, combining AI and machine learning tools, service management, and non-real-time RAN controller components in a unified Kubernetes environment.

Edge Site Proliferation and Distributed Workloads

Distributed edge deployments are broadening the telco Kubernetes operations market beyond centralized data centers. Each new site needs consistent configuration, software updates, observability, and policy controls. Orange managed several hundred live Kubernetes clusters across more than 12 affiliates using SUSE RKE2. Its Telco Cloud was planned to grow from 8 network functions across 3 affiliates to 200 functions across 25 affiliates by 2027. SUSE Telco Cloud 3.6 added IEEE 1588 precision timing support for downstream edge and RAN clusters in May 2026. This support addresses a production requirement for time-division duplex radio synchronization at distributed sites.

Carrier-Grade Reliability Validation Burden

Carrier-grade validation slows adoption in the telco Kubernetes operations market because network functions have strict availability requirements. Emergency communications can pass through the same software platform as routine traffic. Nokia noted that carrier-grade network software must tolerate zero downtime, including during upgrades. Operators must validate hardware and software combinations against ITU-T and ETSI requirements. This creates a site-by-site and version-by-version backlog. Smaller carriers often lack dedicated validation teams and rely more heavily on supplier support. Broadcom announced upgrade features for VMware Telco Cloud Platform 9 in March 2026, including 24 months of support per minor Kubernetes release.

Other drivers and restraints analyzed in the detailed report include:

1. Network Function Virtualization and Containerization Economics
2. Multi-Vendor Network Automation and Zero-Touch Operations
3. Legacy VNF and CNF Coexistence Complexity

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

Segment Analysis

Solutions commanded 57.54% of the telco Kubernetes operations market share in 2025. Operators invested in carrier-grade distributions, cluster management, policy governance, and orchestration tools. Red Hat OpenShift, Wind River Cloud Platform, and SUSE Telco Cloud address the validation requirements that are difficult for operators to manage internally. They provide tested release paths, support, security updates, and lifecycle tools. This makes the software layer central to initial deployments. The telco Kubernetes operations industry also benefits when each additional cluster needs supported platform software.

Services are projected to expand at a 23.46% CAGR through 2031, making them the fastest-growing component. Operators with limited Kubernetes expertise are outsourcing lifecycle management, patching, and observability work. Ericsson launched Ericsson On-Demand in June 2025 as a managed 5G core service built on Google Kubernetes Engine. The offer allows communications service providers to provision core services without operating the underlying infrastructure. Private 5G, neutral-host, and satellite-connected edge sites also need tailored operating models. These differences favor managed outcomes over standalone platform licenses.

On-premise deployments held 52.44% of the telco Kubernetes operations market size in 2025. Operators retain local infrastructure for sensitive core functions and workloads that need low latency. Cloud deployments are projected to expand at a 22.08% CAGR through 2031. Many deployments use a hybrid design rather than moving every workload off premises. Control-plane workloads can run in the cloud while data-plane services remain near the network edge. This approach gives operators a common operating model without abandoning local processing.

Existing 4G and non-standalone 5G systems still carry much of current network traffic. Those systems remain connected to established on-premise infrastructure. New standalone 5G functions are more likely to be cloud-native from the start. This creates a layered technology transition instead of an immediate replacement cycle. Platform suppliers need to support both configurations through the forecast period. The deployment model remains a competitive choice based on regulation, latency, and internal engineering capacity.

Complete Report Scope:

• By Component
  • Solutions
    • Carrier-Grade Kubernetes Distributions
    • Cluster Management and Policy Governance
    • Network Automation and Orchestration
  • Services
    • Professional Services
    • Managed Kubernetes Operations
• By Deployment Model
  • Cloud
  • On Premise
• By Organization Size
  • Large Enterprises
  • Small and Medium Enterprises
• By Application
  • Cloud-Native 5G Core
  • Cloud RAN and Open RAN
  • Edge Computing and Multi-Access Edge Computing
  • Network Functions Virtualization
  • Other Applications
• By End User
  • Mobile Network Operators
  • Fixed-Line Operators
  • Mobile Virtual Network Operators and Mobile Virtual Network Enablers
  • Cloud Service Providers and Managed Service Providers
  • Other End Users
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Europe
    • Germany
    • United Kingdom
    • France
    • Russia
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • South Korea
    • India
    • Australia
    • Rest of Asia-Pacific
  • Middle East
    • Saudi Arabia
    • United Arab Emirates
    • Turkey
    • Rest of Middle East
  • Africa
    • South Africa
    • Nigeria
    • Rest of Africa

Geography Analysis

North America held a regional share of 73.44% in 2025. Large operator infrastructure programs and extensive cloud partnerships supported the region's position. Tier 1 operators entered standalone 5G deployments with experience in 4G virtualization. They also had established engineering teams and carrier-grade procurement processes. These conditions made Kubernetes a common orchestration choice for new 5G core functions. The telco Kubernetes operations market continues to benefit from this established operating base.

Asia-Pacific is projected to expand at a 22.76% CAGR through 2031. China, Japan, South Korea, and India are advancing cloud-native network programs at different scales. NTT DOCOMO launched commercial hybrid 5G Core services on AWS in March 2026. The deployment used automated design and deployment tools across a network serving more than 91 million subscribers. NEC commercialized 5G-compatible virtualized base station software in March 2025 and targeted more than 50,000 vRAN base stations by fiscal 2026.

Europe is advancing Kubernetes adoption through shared technical references. Project Sylva brings together Deutsche Telekom, Orange, Vodafone, Telefonica, and Telecom Italia under Linux Foundation Europe. It aims to improve portability across telco cloud environments. Canonical became part of Sylva 1.5 in 2025. This work can provide the telco Kubernetes operations market with more consistent European operating references. South America, the Middle East, and Africa are at varied stages of adoption. Managed services are especially relevant where in-house Kubernetes and telecom engineering skills remain limited.

1. Red Hat, Inc.
2. Wind River Systems, Inc.
3. Rakuten Symphony, Inc.
4. Broadcom Inc.
5. Nokia Corporation
6. Telefonaktiebolaget LM Ericsson
7. Huawei Technologies Co., Ltd.
8. Cisco Systems, Inc.
9. Hewlett Packard Enterprise Company
10. Amazon Web Services, Inc.
11. Microsoft Corporation
12. Google LLC
13. SUSE S.A.
14. Canonical Group Limited
15. Juniper Networks, Inc.
16. Dell Technologies Inc.
17. Samsung Electronics Co., Ltd.
18. NEC Corporation
19. Mavenir Systems, Inc.
20. Ciena Corporation
21. IBM Corporation

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 Impact of Macroeconomic Factors on the Market
• 4.3 Market Drivers
  • 4.3.1 5G Standalone and Cloud-Native Core Rollouts
  • 4.3.2 Edge Site Proliferation and Distributed Workloads
  • 4.3.3 Network Function Virtualization and Containerization Economics
  • 4.3.4 Multi-Vendor Network Automation and Zero-Touch Operations
  • 4.3.5 Kubernetes-Based AI and Closed-Loop Assurance
  • 4.3.6 Telco Cloud Interoperability Initiatives and Open Reference Architectures
• 4.4 Market Restraints
  • 4.4.1 Carrier-Grade Reliability Validation Burden
  • 4.4.2 Legacy VNF and CNF Coexistence Complexity
  • 4.4.3 Shortage of Kubernetes-Telco Engineering Skills
  • 4.4.4 Energy, Hardware Acceleration, and Edge-Site Cost Constraints
• 4.5 Industry Value Chain Analysis
• 4.6 Regulatory Landscape
• 4.7 Technological Outlook
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Bargaining Power of Suppliers
  • 4.8.2 Bargaining Power of Buyers
  • 4.8.3 Threat of New Entrants
  • 4.8.4 Threat of Substitutes
  • 4.8.5 Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS

• 5.1 By Component
  • 5.1.1 Solutions
    • 5.1.1.1 Carrier-Grade Kubernetes Distributions
    • 5.1.1.2 Cluster Management and Policy Governance
    • 5.1.1.3 Network Automation and Orchestration
  • 5.1.2 Services
    • 5.1.2.1 Professional Services
    • 5.1.2.2 Managed Kubernetes Operations
• 5.2 By Deployment Model
  • 5.2.1 Cloud
  • 5.2.2 On Premise
• 5.3 By Organization Size
  • 5.3.1 Large Enterprises
  • 5.3.2 Small and Medium Enterprises
• 5.4 By Application
  • 5.4.1 Cloud-Native 5G Core
  • 5.4.2 Cloud RAN and Open RAN
  • 5.4.3 Edge Computing and Multi-Access Edge Computing
  • 5.4.4 Network Functions Virtualization
  • 5.4.5 Other Applications
• 5.5 By End User
  • 5.5.1 Mobile Network Operators
  • 5.5.2 Fixed-Line Operators
  • 5.5.3 Mobile Virtual Network Operators and Mobile Virtual Network Enablers
  • 5.5.4 Cloud Service Providers and Managed Service Providers
  • 5.5.5 Other End Users
• 5.6 By Geography
  • 5.6.1 North America
    • 5.6.1.1 United States
    • 5.6.1.2 Canada
    • 5.6.1.3 Mexico
  • 5.6.2 South America
    • 5.6.2.1 Brazil
    • 5.6.2.2 Argentina
    • 5.6.2.3 Rest of South America
  • 5.6.3 Europe
    • 5.6.3.1 Germany
    • 5.6.3.2 United Kingdom
    • 5.6.3.3 France
    • 5.6.3.4 Russia
    • 5.6.3.5 Rest of Europe
  • 5.6.4 Asia-Pacific
    • 5.6.4.1 China
    • 5.6.4.2 Japan
    • 5.6.4.3 South Korea
    • 5.6.4.4 India
    • 5.6.4.5 Australia
    • 5.6.4.6 Rest of Asia-Pacific
  • 5.6.5 Middle East
    • 5.6.5.1 Saudi Arabia
    • 5.6.5.2 United Arab Emirates
    • 5.6.5.3 Turkey
    • 5.6.5.4 Rest of Middle East
  • 5.6.6 Africa
    • 5.6.6.1 South Africa
    • 5.6.6.2 Nigeria
    • 5.6.6.3 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 Red Hat, Inc.
  • 6.4.2 Wind River Systems, Inc.
  • 6.4.3 Rakuten Symphony, Inc.
  • 6.4.4 Broadcom Inc.
  • 6.4.5 Nokia Corporation
  • 6.4.6 Telefonaktiebolaget LM Ericsson
  • 6.4.7 Huawei Technologies Co., Ltd.
  • 6.4.8 Cisco Systems, Inc.
  • 6.4.9 Hewlett Packard Enterprise Company
  • 6.4.10 Amazon Web Services, Inc.
  • 6.4.11 Microsoft Corporation
  • 6.4.12 Google LLC
  • 6.4.13 SUSE S.A.
  • 6.4.14 Canonical Group Limited
  • 6.4.15 Juniper Networks, Inc.
  • 6.4.16 Dell Technologies Inc.
  • 6.4.17 Samsung Electronics Co., Ltd.
  • 6.4.18 NEC Corporation
  • 6.4.19 Mavenir Systems, Inc.
  • 6.4.20 Ciena Corporation
  • 6.4.21 IBM Corporation

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment