Forecast: 6G, AI investment to drive CP industry growth
October 29, 2025
Global Communications Providers (CP) revenue is expected to reach $5.6 trillion (€4.8tn) by 2030, growing at a 6.2 per cent CAGR from 2025, according to Omdia’s global forecast for CP revenue and capital expenditure (capex). This steady growth is driven by technology innovation, infrastructure expansion, and strategic investment in 6G and AI.
The report shows that while traditional telecom revenue will grow modestly at 2.7 per cent CAGR, the technology segment, led by hyperscale platforms such as Amazon, Alphabet, Apple, Meta and Microsoft, is set to expand at a robust 9.4 per cent CAGR, accounting for 55.9 per cent of total CP revenue by 2030.
“Telecom operators are entering a new phase of strategic investment,” commented Dario Talmesio, Research Director at Omdia. “With 6G on the horizon and AI infrastructure demands accelerating, the connectivity business is shifting from volume-based pricing to value-driven connectivity.”
CAPEX Trends and Investment Drivers
Omdia forecasts telecom capex to reach $395 billion by 2030, with a 3.6 per cent CAGR, while technology capex will surge to $545 billion, reflecting a 9.3 per cent CAGR. Investment momentum is expected to shift toward mobile networks from 2028 onward, as Tier 1 markets prepare for 6G deployments. Fixed telecom capex will gradually decline due to market saturation. Meanwhile, AI infrastructure, cloud services, and digital sovereignty policies are driving telecom operators to expand data centers and invest in specialised hardware.
Key Market Trends
- CP capex per person will increase from $74 in 2024 to $116 in 2030, with CP capex reaching 2.5 per cent of global GDP investment.
- Capital intensity in telecom will decline until 2027, then rise due to mobile network upgrades.
- Regional leaders in revenue and capex include North America, Oceania & Eastern Asia, and Western Europe, with Central & Southern Asia showing the highest growth potential.
Omdia’s forecast is based on a model incorporating historical data from 67 countries, local market dynamics, regulatory trends, and technology migration patterns.
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