日本大厂，停止4G/5G基站研发

Core Viewpoint - NEC will cease the development of wireless base stations compatible with 4G and 5G communication standards, exiting a market dominated by Chinese and European companies, and will shift its focus to software development [1][4]. Group 1: NEC's Strategic Shift - NEC's president, Takashi Morita, stated that the company will not invest in R&D for 4G and 5G devices and will focus on defense and next-generation standards [1]. - The company will continue to provide maintenance and support services for existing 4G and 5G base stations despite halting new development [1]. - NEC's five-year plan initiated in March 2022 included 5G base stations as a growth pillar, but the capital investment from telecom operators has been lower than expected, leading to ongoing losses in this segment [1][3]. Group 2: Market Dynamics - According to Omdia, Huawei, Ericsson, and Nokia control nearly 80% of the global base station market, while Japanese companies like NEC and Fujitsu hold less than 2% [3][6]. - NTT Docomo has shifted its procurement strategy in 2024, increasing purchases from Ericsson and other foreign companies instead of Japanese manufacturers like NEC and Fujitsu [4]. Group 3: Other Companies' Developments - Kyocera, which initially planned to enter the 5G base station market by 2027, has also abandoned its development project due to rising R&D costs and insufficient profit potential [6]. - Kyocera will continue to develop 5G wireless repeaters using millimeter-wave technology for high-speed data transmission, collaborating with KDDI for technology testing in Tokyo [6][7]. - Activist investor Oasis Management has urged Kyocera to halt its millimeter-wave technology development, citing a lack of substantial return potential [7].