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].

据日经亚洲、共同社等日媒消息，当地时间12月2日，日本电子元件大厂京瓷透露称，公司已决定放弃 开发5G无线基站，原因是该行业竞争激烈且难以实现盈利。 目前，5G基站业务的全球市场份额有超过70%被中国华为、瑞典爱立信和芬兰诺基亚三家公司占据， 而日本企业的市场份额不足2%。出于其所谓"经济安全"的考虑，日本国内一直有呼声希望增加5G基站 的国产化比例，京瓷也被日本业界寄予厚望。 日经亚洲评价称，此次京瓷放弃开发5G基站，打击了日本在本土生产关键移动通信基础设施的希望。 据悉，京瓷于2023年启动了基站开发工作，并在今年2月宣布目标2027年实现商业化。当时，该企业还 计划开发基于人工智能的5G虚拟化基站。根据其构想，在搭载了NVIDIA数据中心级模块"GH200 Grace Hopper Superchip"的数据中心通用服务器上，部署基站功能，通过AI对整个无线接入网络（RAN）进行 控制。 然而，去年以来，由于经营业绩低迷，京瓷正在推进结构性改革，未来计划把资源集中在电子元件等更 具盈利能力的领域。因此，5G基站业务由于开发支出过高，成为了被重新审视调整的对象。随着开发 支出大幅膨胀，京瓷最终判定该业务无 ...