2025 Global Milestone Breakthrough.According to Dell'Oro Group reports, Q1 2025 global Mobile Core Network (MCN) market surged 32% YoY, ending two consecutive years of stagnation. China spearheaded this growth with a 122% explosive surge, marking an industry pivot from "scale construction" to "value mining." Mature cloud-native and network slicing technologies are reconstructing communication infrastructure, with the global market projected to exceed ¥268.2B ($37B) by 2030 (59.9% CAGR).
1. Technology Revolution: Cloud-Native & Network Slicing Dominate
Cloud-Native (CNF) Replaces Virtualization (VNF):
80% of 5G core deployments adopt NFV/SDN tech, boosting resource utilization while slashing OPEX by 40% – aligning with cloud-native architecture vision for agile networks.
Network Slicing at Scale:
In 2025, the global slicing market size will reach US$20 billion, providing customized services for scenarios such as industrial Internet and telemedicine, and supporting the US$1.2 trillion industrial digitalization market in 2030.
Edge Computing (MEC) Acceleration:
2025 MEC penetration reaches 40%, reducing latency to milliseconds for autonomous driving/remote surgery.
2. Regional Divergence: China Leads, Global Collaboration
China's Dominance:
Contributed majority of Q1 growth with 4.8M+ 5G base stations , 67% industrial 5G private network penetration, and 23% cost efficiency gains per factory.
EMEA & North America Recovery:
Orange (France) and Vodafone (Spain) launched 5G SA; North America’s $65B infrastructure policy fuels Open RAN ecosystem transformation.
Vendor Reshuffle:
Huawei leads (35% share), ZTE ranks second (20%), Ericsson/Nokia maintain top positions.
3. Ecosystem Shift: From Connectivity to Vertical Empowerment
Industrial Internet:
GAC Aion’s 5G flexible production line cut model-change time from 12hr→45min; Shendong Coal boosted mining efficiency by 40%.
Smart City & Low-Altitude Economy:
Shenzhen deployed the world’s first city-level drone network (50k+ daily flights); Beijing Winter Olympics’ 6G prototype achieved millimeter-level motion capture.
6G Prelude:
6G standardization begins in 2025 – Huawei Mate70 enables 20Mbps satellite direct links.
Conclusion: Trillion-Dollar Opportunities Amid Challenges
While spectrum allocation gaps and security risks persist, technological evolution charts a clear path:
Short-term (2025):
5G core growth revised to 15%; IMS core to rise 5% (3G sunset-driven).
Long-term (2030):
Cloud-native adoption >60%, MEC penetration >50%, powering $11T+ global digital economy contribution.
Industry Commitment:
Advance chip localization (85% 5G base station domestic rate) and 6G standard leadership (38% global patents), driving productivity transformation via "tech + scenario" synergy.
Source:https://www.rcrwireless.com/20250521/5g/mobile-core-network-q1-delloro
