Critical Communications Infrastructure

Analysys Mason has a portfolio of research products that together provide a holistic and in-depth picture of the critical communications infrastructure (CCI) landscape worldwide.

Our CCI portfolio offers detailed data, insights and forecasts, covering all the key physical and spectrum elements that underpin global communications, as well as the network, cloud and AI platforms that run on top.

Individual programmes provide granular tracking, forecasting and analysis of specific markets such as data centres, satellite and terrestrial spectrum, cloud and AI infrastructure, mobile and fibre access networks, and cell sites. When taken together, these programmes give subscribers a unique, holistic view of the interlocking elements of communications infrastructure.

We track, forecast and analyse:

• investment in CCI and communications networks, including operator capex and funding from financial institutions and hyperscalers
• the installed base and deployment plans for networks and underlying infrastructure at a regional and large market level, with forecasts to 2031
• the impact of key technology trends, such as AI and 6G, on the pattern of build-out and investment in CCI
• interworking between satellite and terrestrial communications infrastructure and the business models that this can enable
• key trends in spectrum allocation, ownership and monetisation for satellite and terrestrial services, with implications for the build-out of CCI
• the flow of data traffic across these networks, and how changes to traffic patterns and network usage will affect levels of investment and the topology of networks
• changes in ownership, including increased network sharing, neutral host infrastructure and telecoms delayering
• implications of changes in CCI for the services that operators can provide, such as new offerings enabled by AI infrastructure, 5G Advanced or network convergence.

Our team of experts track and forecast the rapidly changing dynamics in investment, ownership, traffic and infrastructure usage, driven by trends such as AI adoption and cloudification. They also support subscribers’ specific information requests via the client enquiry service.

Our coverage provides a complete picture of the changing investments in the essential, fundamental underpinnings of telecoms assets, and benchmarks telecoms industry adoption of new technologies and business models.