북미의 베이스밴드 유닛 : 시장 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the North America baseband unit market size was valued at USD 5.49 billion in 2025 and is estimated to expand from USD 6.01 billion in 2026 to reach USD 10.71 billion by 2031, at a CAGR of 12.25% during the forecast period 2026-2031.

North America Baseband Unit Market Trends and Insights

5G Standalone Network Expansion

Standalone 5G deployment is a central driver of demand for the North America Baseband Unit Market. These networks need baseband systems that can be updated through software and support functions unavailable in non-standalone configurations. AT&T had entered nationwide commercial deployment of standalone 5G and was moving subscribers to an architecture based on open, virtualized infrastructure. This architecture allows operators to offer network slicing for latency-sensitive business uses without building separate physical networks. The Federal Communications Commission adopted rules in July 2026 to auction 160 MHz of Upper C-band spectrum by July 2027, supporting a later equipment cycle as licensees prepare for new capacity. VTel Wireless selected Ericsson in March 2026 for a Vermont standalone 5G core and RAN deployment, indicating that the shift is also reaching regional and rural carriers.

Rising Demand for Network Capacity and Lower Latency

Traffic on 5G networks is increasing the need for baseband units with higher processing capacity. Augmented reality, industrial IoT, and fixed wireless access require sustained throughput and lower latency. Nokia extended its agreement with T-Mobile US in April 2025 to supply AirScale RAN equipment, including the Levante Ultra-Performance baseband products that use ReefShark system-on-chip technology. Baseband platforms are also being designed to handle computing workloads at the network edge alongside radio processing. Ericsson reported in 2026 that T-Mobile US was conducting field trials of an AI-native scheduler and that AT&T was deploying AI-native software on Cloud RAN infrastructure. Greater capacity produces more network data, which strengthens the case for further automated optimization.

High Power Consumption and Thermal Management Requirements

A 5G baseband unit draws 2,000 watts, compared with 500 watts for a comparable 4G unit HUAWEI.COM. The difference becomes more significant when a site also uses 64T64R active antenna units that draw 1,000 to 1,400 watts each. Thermal control is therefore an operating concern across outdoor networks in varied North American climates. Research published in 2025 found that a 10°C rise in chip operating temperature increased equipment failure rates by 25%, increased bit error rates by 15%, and shortened hardware life by more than 30%. Research presented at USENIX NSDI 2025 showed that traffic prediction and power-state optimization can reduce the power consumption of virtualized RAN servers by more than 40%. Suppliers that integrate credible power management tools can therefore compete on operating cost as well as radio performance.

Other drivers and restraints analyzed in the detailed report include:

1. Growth of Private 5G and Industrial Networks
2. Open RAN and Virtualized RAN Adoption
3. Semiconductor Supply Concentration and Component Lead-Time Risk

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

Segment Analysis

Hardware is projected to account for 47.77% of the North America Baseband Unit Market's regional revenue in 2025, making it the largest component category. This share reflects the replacement of 4G equipment with 5G-capable baseband and radio systems under multiyear carrier agreements. Nokia's 2025 contract with T-Mobile US is expected to include hardware, software, maintenance, and support. Levante ultra-performance baseband cards and Habrok Massive MIMO radios are expected to form an important part of the delivery scope. Hardware remains essential to the modernization of the North America Baseband Unit Market, even as the sources of value broaden. It also provides the installed base for software and service sales.

Software is projected to expand at a 14.11% CAGR from 2026 to 2031. Providers increasingly deliver cloud-native RAN platforms and AI-based network management tools through subscription licenses. This trend shifts a portion of baseband spending from one-time equipment purchases to recurring revenue. Services remain the smallest component category; however, managed service contracts are expanding as operators seek lifecycle support. Open RAN software can run on general-purpose x86 equipment, placing additional pressure on hardware margins. Consequently, the North America Baseband Unit Market is placing greater emphasis on software integration, energy management, and ongoing support.

Massive MIMO is projected to account for 46.14% of the North America Baseband Unit Market by revenue in 2025. The segment benefits from mid-band 5G deployments that use 64-transmit, 64-receive antenna configurations. These systems improve spectral efficiency and support the traffic requirements of dense mobile networks. The Massive MIMO segment is projected to expand at a 13.56% CAGR from 2026 to 2031. Higher-order arrays support multi-user beamforming, carrier aggregation, and coordinated multipoint transmission. Their deployment increases the processing capacity required in each baseband unit.

GPU-accelerated distributed units demonstrate how software-defined Massive MIMO can operate on general-purpose computing equipment. These systems can deliver up to three times the spectral efficiency of conventional four-layer configurations. Non-Massive MIMO remains relevant for rural coverage in the United States, suburban networks in Canada, and initial small-cell deployments in Mexico. These applications prioritize lower site costs and simpler deployment. AmpliTech is expected to complete validation of a commercial-grade 64T64R CAT-B Massive MIMO radio at the O-RAN Global PlugFest in December 2025. Open fronthaul certification is becoming an important requirement for vendors pursuing larger Massive MIMO deployments.

Complete Report Scope:

• By Component
  • Hardware
  • Software
  • Services
• By MIMO Configuration
  • Non-Massive MIMO
  • Massive MIMO
  • Massive Antenna Element
• By Deployment
  • Indoor
  • Outdoor
  • Other Deployment
• By Network Architecture
  • Standalone
  • Non-Standalone
  • Other Network Architectures
• By End User
  • Telecom Operators
  • Enterprises and Private Networks
  • Government and Defense
  • Managed Service Providers
• By Country
  • United States
  • Canada
  • Mexico

List of Companies Covered in this Report:

1. Huawei Technologies Co., Ltd.
2. Ericsson AB
3. Nokia Corporation
4. Samsung Electronics Co., Ltd.
5. ZTE Corporation
6. Qualcomm Technologies, Inc.
7. Intel Corporation
8. Fujitsu Limited
9. NEC Corporation
10. Cisco Systems, Inc.
11. Mavenir Systems, Inc.
12. Radisys Corporation
13. Parallel Wireless, Inc.
14. CommScope Holding Company, Inc.
15. Airspan Networks Inc.
16. JMA Wireless
17. Rakuten Symphony
18. CICT Mobile Communications Equipment Co., Ltd.
19. Marvell Technology, Inc.
20. Broadcom 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 Global 5G Standalone Network Expansion
  • 4.2.2 Rising Demand for Network Capacity and Lower Latency
  • 4.2.3 Growth of Private 5G and Industrial Networks
  • 4.2.4 Open RAN and Virtualized RAN Adoption
  • 4.2.5 AI-Enabled Radio Resource Optimization
  • 4.2.6 Edge Computing and Cloud-Native RAN Deployment
• 4.3 Market Restraints
  • 4.3.1 High Power Consumption and Thermal Management Requirements
  • 4.3.2 Semiconductor Supply Concentration and Component Lead-Time Risk
  • 4.3.3 Brownfield Integration Complexity
  • 4.3.4 Geopolitical Vendor Restrictions and Supply-Chain Fragmentation
• 4.4 Impact of Macroeconomic Factors on the Market
• 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 (VALUE)

• 5.1 By Component
  • 5.1.1 Hardware
  • 5.1.2 Software
  • 5.1.3 Services
• 5.2 By MIMO Configuration
  • 5.2.1 Non-Massive MIMO
  • 5.2.2 Massive MIMO
  • 5.2.3 Massive Antenna Element
• 5.3 By Deployment
  • 5.3.1 Indoor
  • 5.3.2 Outdoor
  • 5.3.3 Other Deployment
• 5.4 By Network Architecture
  • 5.4.1 Standalone
  • 5.4.2 Non-Standalone
  • 5.4.3 Other Network Architectures
• 5.5 By End User
  • 5.5.1 Telecom Operators
  • 5.5.2 Enterprises and Private Networks
  • 5.5.3 Government and Defense
  • 5.5.4 Managed Service Providers
• 5.6 By Country
  • 5.6.1 United States
  • 5.6.2 Canada
  • 5.6.3 Mexico

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 Ericsson AB
  • 6.4.3 Nokia Corporation
  • 6.4.4 Samsung Electronics Co., Ltd.
  • 6.4.5 ZTE Corporation
  • 6.4.6 Qualcomm Technologies, Inc.
  • 6.4.7 Intel Corporation
  • 6.4.8 Fujitsu Limited
  • 6.4.9 NEC Corporation
  • 6.4.10 Cisco Systems, Inc.
  • 6.4.11 Mavenir Systems, Inc.
  • 6.4.12 Radisys Corporation
  • 6.4.13 Parallel Wireless, Inc.
  • 6.4.14 CommScope Holding Company, Inc.
  • 6.4.15 Airspan Networks Inc.
  • 6.4.16 JMA Wireless
  • 6.4.17 Rakuten Symphony
  • 6.4.18 CICT Mobile Communications Equipment Co., Ltd.
  • 6.4.19 Marvell Technology, Inc.
  • 6.4.20 Broadcom Inc.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment