Accelerating 5G: The Pivotal Role of 2017

Peter Jarich

Peter Jarich – VP, Consumer Services and Service Provider Infrastructure

On the proverbial “Road to 5G,” you might think that 2017 is just another year, taking us just a little closer to the commercial 5G networks and services we’ve all heard will arrive in 2020.  You would be wrong, on multiple fronts.

First off, the analogy itself is somewhat flawed.  5G is not a finish line being raced towards; just like 4G LTE, the technology will evolve long after initial services debut, with most operators launching services at their own pace.  Perhaps more importantly, the earliest commercial service and network launches won’t be coming in 2020.  They’ll arrive sooner.  An extreme eagerness to get 5G up and running across the world means that we will see large-scale 5G NR (the global 5G standard) based services starting in 2019 along with pre-5G NR efforts starting as soon as the end of this year. One year sooner than originally expected may not seem like a big deal, but when you’re talking about the development of new technologies and new ecosystems, it’s massive. Read more of this post

IoT @ MWC17: What the Silicon Players Were Up To

Peter Jarich

Peter Jarich – VP, Consumer Services and Service Provider Infrastructure

Summary Bullets:

• Where IoT factored into a broad set of vendor messaging at Mobile World Congress 2017, there were diverse messages coming out of various camps: silicon vendors, LPWAN network providers, incumbent telecom vendors, specialist telecom and IT players.

• Major chipset vendors came to MWC17 ready to talk up their progress, most of which seemed to focus on automotive use cases, differentiators beyond connectivity and connectivity beyond NB-IoT.

IoT is a big topic, dominating many discussions around the future of wireless networks and telecom service providers.

It wasn’t surprising, then, that it was a major topic of discussion at MWC this year. Likewise, given the broad reach of IoT use cases and the broad set of players in the IoT ecosystem, it wasn’t surprising to see different parts of the market show up with their own stories. A look at the announcements from various segments of the market – silicon vendors, LPWAN network providers, incumbent telecom vendors, specialist telecom and IT players – helps to illustrate the stories they showed up to tell.
Read more of this post

IoT @ MWC17: What the LPWAN Players Were Up To

Peter Jarich

Peter Jarich – VP, Consumer Services and Service Provider Infrastructure

Summary Bullets:                 

  • Where IoT factored into a broad set of vendor messaging at Mobile World Congress 2017, there were diverse messages coming out of various camps: silicon vendors, LPWAN network providers, incumbent telecom vendors, specialist telecom and IT players.
  • LPWAN network providers came to MWC ready to talk up their progress with building out network coverage, their ecosystems and use cases. Some, however, failed to make their presence known at all.

IoT is a big topic, dominating many discussions around the future of wireless networks and telecom service providers.

It wasn’t surprising, then, that it was a major topic of discussion at Mobile World Congress this year.  Likewise, given the broad reach of IoT use cases and the broad set of players in the IoT ecosystem, it wasn’t surprising to see different parts of the market show up with their own stories.  A look at the announcements from various segments of the market – silicon vendors, LPWAN network providers, incumbent telecom vendors, specialist telecom and IT players – helps to illustrate the stories they showed up to tell. Read more of this post

Affirmed Sends a Signal: The Enterprise Will Feature Prominently in MWC17 Messaging (Hopefully Alongside Partners)

Peter Jarich

Peter Jarich – VP, Consumer Services and Service Provider Infrastructure

Summary Bullets:

  • In an effort to expand beyond their traditional customer bases, service providers and the vendors selling into them have talked up the opportunity presented by diverse digital industries (vertical markets).
  • In announcing an upgrade to its virtualized IoT platform, Affirmed acknowledged the trend by partnering with Tech Mahindra in order to tap its “enterprise domain expertise.” Other vendors (and carriers) will doubtless follow suit at Mobile World Congress. To do the messaging right, they’ll need to involve partners.

Earlier this week, Affirmed Networks announced an upgrade to its IoT platform offer, including support for NB-IoT. Perhaps more importantly, the announcement called out work with Tech Mahindra to tap its enterprise domain expertise in supporting IoT rollouts.

Why would this be ‘more important’? Beyond consumer use cases, IoT is inherently about supporting specific enterprise applications – applications requiring intimate domain expertise. But, this is about more than just IoT. In an effort to expand their addressable markets, telecom vendors and carriers have been talking up their plans to target the enterprise. This messaging has been so loud and consistent that we’ve called it out as something we hope to concrete examples of at Mobile World Congress this year [see page 6]. And, to some extent, we’ve seen lots of enterprise-focused announcements within a telco context in the run-up to MWC. Read more of this post

AT&T, ECOMP and the Increasingly Difficult Pace of Virtualization

Peter Jarich

Peter Jarich – VP, Consumer Services and Service Provider Infrastructure

Summary Bullets:

  • Last week, AT&T leveraged its Shape event in San Francisco to unveil 5G launch plans, new virtualization goals for 2017, and herald the handover of ECOMP to the Linux Foundation.
  • While not immediately obvious, open-sourcing ECOMP and meeting its virtualization goals (75% of network functions by 2020) are intimately linked because, every year, virtualizing additional functions will only become harder and harder – and AT&T will need all the support it can find.

Last week, AT&T held its co-called Shape event in San Francisco.  On the agenda: progress with its AirGig solution, initial commercial 5G markets for this year and 2017 virtualization goals, and success in moving continued development of its ECOMP platform to the Linux Foundation.  Coming out of the event, an article from SDxCentral called out that these last two items were intrinsically linked – open sourcing ECOMP is critical to helping AT&T execute on its long-term virtualization goals. Read more of this post

2G Shutdowns, Multivendor NFV: The Glacial Pace of Telecom Change vs. Future Aspirations

Peter Jarich

Peter Jarich – VP, Consumer Services and Service Provider Infrastructure

Summary Bullets:

  • Last week, AT&T highlighted how it had shut down its 2G network on January 1st. On the same day, Ericsson announced it had worked with Cisco to address Vodafone Hutchison Australia’s SDN and NFV needs.
  • While not formally linked, both events showcase how slowly telecom service providers change the way they think about and run their networks – with implications for IoT and 5G plans.

Last Monday was a holiday in the U.S. The good folks at AT&T, Cisco and Ericsson, however, weren’t taking it easy. They had news to announce.

AT&T – with a blog post from Chief Strategy Officer John Donovan – started off the week by talking up the shutdown of its 2G network at the start of the year, positioning it as a part of their 5G network evolution. Ericsson and Cisco had their own milestone: following the signature of a “global business and technology partnership” back in November 2015, the two network infrastructure heavyweights were eager to announce a joint win at Vodafone Hutchison Australia (VHA), supplying SDN and NFV solutions including data center assets, SDN controllers, service and network orchestration products, and VNFs. While the two had already won other joint deals, the win at VHA was heralded as “the first major collaboration between Ericsson and Cisco on Telecom Cloud infrastructure.” Read more of this post

2016: What Was Most Important in the Service Provider Network (or, at Least, Most Read About)

Peter Jarich

Peter Jarich – VP, Consumer Services and Service Provider Infrastructure

Summary Bullets:

  • By looking to our top-read analyses of 2016, we can paint a picture of what was top-of-mind for telecom network players – operators and vendors – over the past 12 months.
  • Key themes included SDN and NFV, IoT, and the rivalry between Nokia and Ericsson. This also implies other important themes were getting less attention than they probably should.

While it’s common for the start of a new year to be accompanied by predictions for telecom and technology markets, it’s just as important to look back at the year that just passed. Why? While predictions are speculative, highlights from the past 12 months point to very real trends and themes. What’s more, most good predictions recognize that the themes and trends of 2017 will be built from (evolutions of) the themes and trends of 2016. Read more of this post