TU Automotive 2017: More Ecosystems than a Coral Reef

 

Jason Marcheck

Jason Marcheck – Service Director, Service Provider Infrastructure

“The automotive industry reminds me of the telecom industry ten years ago.” Hearing that statement gave me faith that I was not hopelessly out of my depth at the recently concluded TU Automotive show in Detroit. Then, when I heard one of the so-called futurists on a panel tell the audience that auto manufacturers needed to start thinking like telcos my ears really perked up.

Turns out that after two full days of presentations and meetings at last week, this ICT analyst was more in my element than I expected to be. Although I think that utilities of today are much more like telecoms companies of ten years ago than auto manufacturers are, and I can’t really see how or why I would advise Ford to fashion its go-to-market like AT&T’s (the products are simply too different), there are several meaningful intersections between automotive and ICT. Read more of this post

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 IT Vendors/Systems Integrators Were Up To

S

John Byrne

John Byrne – Service Director, Service Provider Infrastructure

ummary Bullets:

• IT equipment vendors/software vendors/systems integrators largely focused on broader issues such as CSP cloud migration and digital transformation, with IoT woven in within those larger themes.

• IBM significantly broadened its IoT ecosystem but waited until its own InterConnect event later in March to announce Watson would power AT&T’s new IoT Analytics solution expanded. Meanwhile, Tata’s massive rollout of a LoRa-based network, supported by HPE’s Universal IoT platform, probably didn’t get the attention it deserved.

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

IoT @ MWC17: What the Incumbent Telecom Vendors Were Up To

John Byrne

John Byrne – Service Director, Service Provider Infrastructure

Summary Bullets:

• Incumbent telecom vendors used MWC17 to crystallize their focus on a few key markets like smart city and smart manufacturing, and – for most – expand their IoT portfolios.

• There was a light focus on discussing new IoT technologies and their use cases. With NB-IoT and Cat-M1 buildouts just underway, IoT technology wars played a much less prominent role than at MWC16.

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.

The table below recaps announcements released by incumbent telecom vendors Cisco, Ericsson, Huawei, Nokia, Samsung and ZTE at (or leading up to) MWC. Taking a look at their breadth, a number of clear themes emerge.

Network Equipment Vendors Going Direct. As network equipment vendors make their strategic investments in IoT, the focus for many is converging in key opportunities around smart cities, smart factories and smart utilities. The announcements at MWC17 clarified that in areas with “telecom-like” networking requirements, these vendors are moving forward directly and not through their traditional network operator customers. Ericsson in particular, which has spent the most time amongst its peers in pursuing vertical opportunities, showed success, announcing smart city deals with Istanbul and Dubai government authorities and several smart manufacturing-related deals. The willingness to cut operators out of the deal in key IoT vertical markets will only intensify as other vendors like Nokia and Huawei take an increasingly “platform”-oriented and services-led approach to vertical opportunities. 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