电信巨头诺基亚、爱立信和华为的主导地位随着挑战者的崛起而下降

TrendForce 最近的市场份额估计表明，挑战者开始获得关注，这表明该行业的竞争格局可能发生转变。

The telecommunications infrastructure market, once dominated by Nokia, Ericsson, and Huawei, is now shifting as smaller competitors gain market share, according to recent estimates from TrendForce.

根据 TrendForce 最近的估计，曾经由诺基亚、爱立信和华为主导的电信基础设施市场现在正在发生变化，因为较小的竞争对手正在获得市场份额。

Here are the key takeaways from the report:

以下是该报告的主要内容：

Nokia, Ericsson, and Huawei, the three major suppliers in the 5G base station market, saw their market shares change as follows:

5G基站市场三大供应商诺基亚、爱立信、华为的市场份额变化如下：

Ericsson's market share decreased from 28% in Q3 2022 to 24% in Q4 2022.

爱立信的市场份额从2022年第三季度的28%下降到2022年第四季度的24%。

Nokia's market share also declined slightly, moving from 19% to 18%.

诺基亚的市场份额也略有下降，从 19% 降至 18%。

Huawei, on the other hand, saw a slight increase in its market share, which reached 32% in Q4 2022.

另一方面，华为的市场份额略有上升，2022年第四季度达到32%。

Samsung continued to expand its presence in the 5G base station market, increasing its market share from 12% to 14%. This growth was primarily driven by strong 5G deployments in South Korea and North America.

三星继续扩大在5G基站市场的占有率，市场份额从12%增加到14%。这一增长主要是由韩国和北美强劲的 5G 部署推动的。

The category labeled "Other," which includes emerging suppliers in the OpenRAN community, saw a significant increase in market share, rising from 10% to 18%. This shift highlights a growing interest in diversifying the supplier ecosystem, which the industry has long desired.

标有“其他”的类别包括 OpenRAN 社区中的新兴供应商，其市场份额显着增加，从 10% 上升至 18%。这一转变凸显了人们对供应商生态系统多元化的兴趣日益增长，而这也是业界长期以来所期望的。

Despite the gradual decline in their market dominance, Nokia, Ericsson, and Huawei are not expected to face an immediate crisis. However, the increasing competition could drive innovation and improve services for consumers. The telecommunications industry has been calling for competition, and the entry of viable alternatives could have a positive impact.

尽管诺基亚、爱立信和华为的市场主导地位逐渐下降，但预计不会立即面临危机。然而，日益激烈的竞争可能会推动创新并改善为消费者提供的服务。电信行业一直在呼吁竞争，可行的替代方案的进入可能会产生积极的影响。

Although Huawei and ZTE faced challenges in international markets, the domestic Chinese market is expected to grow substantially, allowing them to succeed despite setbacks abroad. As the global market continues to evolve, it will be interesting to see how established players adjust to the rising competition from new entrants.

尽管华为和中兴在国际市场面临挑战，但中国国内市场预计将大幅增长，使他们能够在海外遭遇挫折而取得成功。随着全球市场的不断发展，老牌企业如何适应新进入者日益激烈的竞争将会很有趣。