挑战在于，为相对较小的市场开发基于更小晶体管尺寸的更先进芯片成本巨大。诺基亚是Marvell的 另一大RAN客户，在5G初期，该公司与英特尔签订合同，由后者提供基于10纳米制程的网络芯片。 几年后，诺基亚最新5G产品中使用的Marvell芯片的晶体管尺寸似乎只有原来的一半。专家表示，尺 寸缩小会带来高昂的成本，尤其是在大规模MIMO等前沿领域，而大规模MIMO是一种先进的RAN技 术。 公众号记得加星标⭐️，第一时间看推送不会错过。 自 5G 时代到来以来，三星销售的网络产品大致分为两大类。对于不愿受云化及相关趋势影响的传统 用户，三星提供基于 Marvell Technology 定制芯片的专用无线接入网 (RAN)。另一种选择是三星的 虚拟 RAN 产品线，该产品线采用英特尔的通用处理器。 然而，这家韩国供应商对虚拟无线接入网（Virtual RAN）的优先发展引发了人们对其专用产品组合 长期前景的质疑。据知情人士透露，在Marvell内部，为三星未来的5G和6G网络需求开发芯片已开始 显得经济上不可行。Marvell在无线接入网产品市场上的整个地位都岌岌可危。 三星官方的说法是，与Marvell的合作一 ...

Core Viewpoint - The article discusses the ongoing challenges and dynamics in the RAN (Radio Access Network) chip market, highlighting the reliance on a few major suppliers and the implications of geopolitical factors on market competition [2][3]. Group 1: Market Dynamics - The RAN chip market is dominated by a few players, specifically Ericsson, Nokia, and Samsung, which limits competition for telecom operators [3]. - The revenue for RAN products was approximately $45 billion in 2022, projected to decline to $35 billion by 2024, indicating a shrinking market [3]. - The introduction of Open RAN has not significantly increased chip diversity, leading to a reliance on a limited number of manufacturers [3]. Group 2: Technological Shifts - Virtual RAN (vRAN) is gaining traction, with its share expected to double from 10% in 2023 to over 20% by 2028, potentially impacting the custom chip market [5]. - Ericsson continues to invest heavily in ASIC (Application-Specific Integrated Circuit) development, but the shift towards vRAN may affect the returns on this investment [6][7]. - Samsung is rapidly moving towards vRAN solutions, with its products showing improved performance and reduced costs compared to traditional RAN [7]. Group 3: Competitive Landscape - Intel remains a key partner for both Ericsson and Samsung, while Nokia relies on Marvell for its RAN products [3][7]. - AMD is positioned as a potential alternative to Intel, with its financial performance significantly better than Intel's, but challenges remain regarding hardware integration [9]. - Nvidia's recent investment in Nokia indicates a strategic move to support RAN software development, although there are concerns about the cost and energy efficiency of Nvidia's GPUs [12][13].