HAPS Alliance Envisions an Alternative to Satellite for Connecting Remote Locations

John Byrne – Service Director, Global Technology Telecom and Software

Summary Bullets:

• The network will take years to develop, but the stratosphere’s stable climate and close proximity to Earth compared to satellite orbits could create a compelling value proposition. Bullets:

• The deep pockets of supporting companies, including Google/Alphabet, don’t hurt either.

A group of telecommunications, technology, aviation and aerospace companies announced on February 21 the formation of the HAPS (High Altitude Platform Station) Alliance, dedicated to the promotion of a new communications platform supported by aircraft hovering in the earth’s stratosphere.

Continue reading “HAPS Alliance Envisions an Alternative to Satellite for Connecting Remote Locations”

U.S. Government Control of Western Telecoms Vendors Would Be Naïve – and Damaging to U.S. Companies

John Byrne – Service Director, Global Technology Telecom and Software

Summary Bullets:

  • U.S. Attorney General William Barr suggested the U.S. and its allies should consider buying a controlling stake in Nokia or Ericsson to compete more effectively in 5G.
  • Beyond being hypocritical and practically unworkable, the proposal runs counter to ongoing open RAN initiatives which could help U.S. vendors thrive in 5G by innovating.

Giving the keynote address at the U.S. Department of Justice’s China Initiative conference on February 6, U.S. Attorney General William Barr raised eyebrows by suggesting that the U.S. and its allies should consider buying a controlling stake in Nokia or Ericsson. The argument is that, while both vendors have proven successful in managing customers’ migration from 4G to 5G, they lack Huawei’s scale as well as the backing of a powerful country like China. Continue reading “U.S. Government Control of Western Telecoms Vendors Would Be Naïve – and Damaging to U.S. Companies”

New 5G Network Recommendations Complicate UK Operators’ Rollout Plans

Ed Gubbins – Principal Analyst

Summary Bullets:

  • The UK government has proposed limits in how much Huawei 5G RAN gear mobile operators deploy.
  • Exactly how operators will implement those limits is unclear, raising several questions.

The National Cyber Security Centre (NCSC), the UK’s technical authority on cybersecurity, made big headlines this week by issuing recommendations for UK operators regarding how to honor national security concerns in selecting 5G network suppliers. But, beyond the headlines – primarily regarded as a win for Huawei, since the NCSC allowed a role for Huawei in UK 5G networks despite pressure from the U.S. – the NCSC’s actions raise plenty of questions about how UK operators will source, plan, and deploy their 5G radio access networks (RANs). Continue reading “New 5G Network Recommendations Complicate UK Operators’ Rollout Plans”

Looking Into the Crystal Ball: GlobalData’s Most Intriguing Predictions in Telco Technology & Software in 2020

Summary Bullets:

  • GlobalData recently published its comprehensive set of 2020 predictions across mobile and fixed access, transport and routing, and telco software and services.
  • The predictions here represent some of the most intriguing industry trends that vendors and operators will need to track closely in the coming year.

Standalone 5G Rollouts: Mobile operators will begin to deploy standalone 5G, which doesn’t rely on an LTE core. Because the first wave of 5G, non-standalone, heavily incentivizes operators to simply add 5G to their existing 4G infrastructure, some operators will use standalone 5G as an opportunity to trial new suppliers and architectures, including virtual core suppliers and Open RAN architectures. The timing of deployments will depend in part on how quickly operators can transition their voice services, since 5G won’t offer a circuit-switch fallback option, as 4G did.

Proving 5G Value: Mobile operators will continue to struggle with proving the value of 5G mobile broadband to consumers, as indicated by recent reports of unimpressed 5G customers thus far in South Korea. At Mobile World Congress 2020 (the year that has been hailed for most of the previous decade as 5G’s arrival date), vendors will once again, for at least the third year in a row, emphasize that 5G is ‘here’ and ‘real.’ At the same time, they will also concede that the enterprise use cases at the heart of the 5G value story are still at an early stage of development.

Shifting RAN Vendor Landscape: It’s too difficult to predict whether more countries will follow the U.S., Australia, New Zealand, and Japan in erecting barriers to Huawei and ZTE’s participation in their network infrastructure markets. But in any case, what has already transpired – combined with the cloud of uncertainty it casts over the future – will likely have several near-term effects in 2019. Continue reading “Looking Into the Crystal Ball: GlobalData’s Most Intriguing Predictions in Telco Technology & Software in 2020”

The Definition of ‘Small Cell’ Keeps Getting Blurrier

Ed Gubbins – Senior Analyst

Summary Bullets:

  • Small cells were originally defined as miniature, low-power mobile base stations.
  • That definition is getting murkier as the product category evolves to address changing market needs.

Small cells have always been a bit hard to define. In the simplest terms, they are miniature, low-power mobile base stations. That definition was complicated somewhat by the arrival of low-power radio units that connect to the same baseband units found in standard (macrocell) base stations. These products were called small cells as well – whether deployed outdoors or in enterprises (examples of the latter include Ericsson’s Radio Dot System and Huawei’s LampSite). And the complications didn’t stop there. Continue reading “The Definition of ‘Small Cell’ Keeps Getting Blurrier”

VMworld Europe 2019: Powering Telco Cloud-Native Transformation

Emir Halilovic – Principal Analyst

Summary Bullets:

  • After forming its telco business to take a piece out of the NFV cake several years ago, VMware has continued to gain momentum with CSPs.
  • VMware is likely to expand its presence in telco networks as its core products develop to address key cloud-native transformation priorities.

At the onset of the NFV revolution, most industry players reached a consensus that the virtualized telco of the future will become a DevOps shop, running mainly on open source software components. However, even though it may work for the largest telcos, this blueprint is far from universal – as exemplified by the telco business momentum shown by one of the largest global ISVs, VMware. At the VMworld Europe event in Barcelona on November 3-7, VMworld executives put a special emphasis on their telco business, which nowadays encompasses three primary focus areas: building the telco cloud, optimizing the edge, and optimizing the radio. VMware now counts more than 100 telco cloud and service assurance clients in production serving over 800 million mobile subscribers. Telco – the only vertical business within VMware – figured prominently in the keynotes as well, with the launch of VMware’s ‘Project Maestro’ telco cloud orchestrator as one of the main points of CEO Pat Gelsinger’s presentation. Continue reading “VMworld Europe 2019: Powering Telco Cloud-Native Transformation”

Launch of Three New Streaming Services Represents Threat and Opportunity to Broadband Operators

John Byrne – Service Director, Global Technology Telecom and Software

Summary Bullets:

  • Apple, Disney, and Google are all introducing new streaming services in November that are likely to create new levels of network performance challenges for broadband operators due to their use of 4K video and, in the case of Google Stadia, new uplink requirements.
  • Broadband operators should be able to monetize this new network usage in the form of upselling to higher-volume data plans. However, to do so, they will also need to invest in new network technologies to ensure they can stay ahead of demand.

Network operators are bracing for the introduction of a trio of high-profile, well-funded streaming services in November.  The new services are likely to introduce new challenges to network operators already struggling to keep up with growing demand for streaming video services.  This may provide a strong upsell opportunity for network operators, but it may also require a new wave of network investment for operators to stay ahead of the demand curve. Continue reading “Launch of Three New Streaming Services Represents Threat and Opportunity to Broadband Operators”