5G Mobile Core Convergence – Portfolio Differentiation May Determine Winners and Losers

Glen Hunt – Principal Analyst

Summary Bullets:

• Converged core software solutions promise to support all generations of network traffic, reduce complexity, and deliver operational efficiency by leveraging automation and network intelligence.

• Hardware and software acceleration can dramatically improve server performance by offloading data plane traffic from servers, enabling them to focus on computation and storage functions; and open source software contributions can add consistency and optimize software processes.

At MWC Shanghai 2019 in late June, executives representing network operators and infrastructure vendors will gather to share their visions of the mobile industry and discuss current and future trends. The event will provide an ideal opportunity for vendors and operators to offer a progress report on 5G core initiatives, a topic that was front and center at MWC Barcelona in February. Continue reading “5G Mobile Core Convergence – Portfolio Differentiation May Determine Winners and Losers”

Huawei Expands 5G Core, but Sees Real World Coexistence with 4G

John Byrne – Service Director, Global Technology Telecom and Software

Summary Bullets:

• At this year’s analyst event, Huawei provided additional background on its approach to 5G core.

• Looking at the measured pace of 5G deployment expected from many operators, and the continued importance of VoLTE, Huawei has wisely stressed long-term LTE support alongside the new 5G core.

Huawei has devoted significant focus the last few months to providing the details about the architecture underpinning its common core solution, originally launched in February at MWC 2019. At its annual analyst conference last month in Shenzhen, China, Huawei provided additional details on the underlying architecture. While GlobalData has not yet rated emerging 5G core portfolios (watch this space), it appears at first blush that Huawei’s core-related R&D has resulted in a robust 5G core platform that focuses on the “three Cs”: “Cloud + Connectivity + Computing.”

All of these “Cs” are vital to the 5G core of course. A cloud-native architecture enables stateless operations and facilitates control/user plane separation. A 5G core platform must flexibly support multi-edge computing (MEC) and strike the right balance between placing computing power at the network edge and at the core. And – perhaps most importantly – the 5G core must support all of the other Gs – including 4G/LTE, 3G, and even 2G. (Ironically 2G support may emerge as more significant than 3G support as many operators appear likely to decommission 3G while maintaining 2G connectivity to support legacy M2M deployments.

Ultimately, the most important aspect of Huawei’s approach to the 5G core comes from the fact that it correctly recognizes that – for all the current 5G hype – 4G/LTE is and will continue to be the workhorse for most operator networks for the next five years. GlobalData estimates that 4G/LTE will grow to a majority of total wireless customers this year, and will continue to grow to nearly 2/3 of the total customer base by 2023. We expect that the 2G customer base will still be larger than the 5G base in 2023.

GLOBALDATA MOBILE BROADBAND FORECAST (March 2019)

 

 

 

 

 

Source: GlobalData.

One other important feature that stands out is its robust support for voice – and specifically voice over LTE. Operators of all stripes are quick to point out that, despite 20 years of speculation that voice is “going to free” – customers are still willing to pay for reliable, high-quality voice services. Eventually, that will mean 5G voice (voice over NR) but considering that 5G is likely to be deployed in a much more limited fashion than LTE for most operators, VoLTE will be the primary vehicle for most operators to transition away from circuit-switched voice services. This in turn means that IMS will continue to play a vital role in the carrier network for the next five to ten years to support VoLTE deployments.

Huawei’s strong foundation in VoLTE and IMS support plays to one of its strengths. GlobalData ranks Huawei as Leader in IMS, citing a solid customer base and success in offering virtualized IMS deployments supporting VoLTE. This should provide a solid base of customers looking to balance the desire for new 5G services with the need to maintain solid 4G core support for the foreseeable future.

 

We’re Not Entering the 5G Era; This Is the Age of 4G/5G

Ed Gubbins – Senior Analyst

Summary Bullets:

  • Both 4G and 5G will co-evolve in mobile operator networks for years.
  • Even standalone 5G will coexist alongside 4G/5G networks, as operators further monetize 4G investments.

For some time now, the telecom industry has been heralding the dawn of the 5G era, the time when operators are deploying 5G networks and launching 5G services. But, it would be more accurate to say we’re at the dawn of the 4G/5G era, as this is what operators are actually deploying. Both technologies will co-evolve in operator networks for years. And as operators ramp up 5G network investment, they can’t neglect LTE. Continue reading “We’re Not Entering the 5G Era; This Is the Age of 4G/5G”

The Vibrant 5G Ecosystem is Shortening Adoption Cycles to Two Years

Glen Hunt – Principal Analyst

Summary Bullets:

• A robust ecosystem is driving 5G deployments to support enhanced mobile broadband (eMBB) and fixed wireless access (FWA) use cases, which sets the stage for sophisticated 5G applications requiring low latency and high reliability.

• The 5G device ecosystem is being driven by timely investment in new chipsets and terminals to support new services and drive opportunities – the 5G device ecosystem includes multiple form factors and end user devices, which are ready or near ready for commercial deployment.

The Well Developed 5G Device Ecosystem, Simplifies and Accelerates Deployment:

There is a clear correlation between the maturity of the device ecosystem and the time it takes for the market to deliver on the goals and business objectives. For example, the 3rd generation (3G) buildout, required five years to build a sufficient supply of affordable devices, and the 4th generation (4G) buildout, required just two years. The availability of 5G devices now, enables the market to mature in concert with the underlying infrastructure buildout. Continue reading “The Vibrant 5G Ecosystem is Shortening Adoption Cycles to Two Years”

MWC19: 5G Promises to Solve the Problems Caused by, Um, 5G

Ed Gubbins – Senior Analyst

Summary Bullets:

• At Mobile World Congress, radio access network vendors are likely to promote features that simplify 5G networks, ease their deployment, and optimize their energy consumption.

• Ironically, these features are necessary to tackle problems exacerbated by 5G itself.

Cartoon character Homer Simpson once called alcohol the cause of, and solution to, all of life’s problems.” These days vendors of 5G infrastructure are making similar-sounding claims, as 5G hype has given way to a more, ah, sober reckoning of its implications.

As the telecom industry gathers at this year’s Mobile World Congress, we’re sure to hear that “5G is here!” and “5G is real!” – just as we have in previous years. But as the real-world challenges of 5G deployments draw nearer for operators, RAN vendors will need to devote some messaging to assuaging operators’ fears. In fact, this has already begun, and it takes the form of RAN vendors emphasizing 5G benefits that are, in fact, more like remedies to problems posed by 5G itself.
Continue reading “MWC19: 5G Promises to Solve the Problems Caused by, Um, 5G”

Ciena Sharpens Its Focus on Network Automation, Creates a Separate Blue Planet Division

Glen Hunt – Principal Analyst

Summary Bullets:

  • Ciena can now promote Blue Planet as an independent automation solution which can assist operators to create new services, automate service orders, and reduce O&M complexity.
  • Separating Blue Planet’s priorities from those of Ciena’s equipment business, packet and optical transport, enables it to better address multivendor network transformation opportunities.

Ciena noted in its Q4 2018 financial reporting that several mega trends were affecting its business: an increased need for greater bandwidth and what it termed ‘adaptive automation.’ In a recent (February 2019) blog post, the company announced its intent to form a separate independent operating division focused on providing intelligent automation solutions. A key question is: why establish a separate operating division for Ciena software and services? Continue reading “Ciena Sharpens Its Focus on Network Automation, Creates a Separate Blue Planet Division”

Looking Into the Crystal Ball: GlobalData’s Most Intriguing Predictions in Telco Technology & Software in 2019

John Byrne – Service Director, Global Technology Telecom and Software

Summary Bullets:

  • GlobalData recently published its comprehensive set of 2019 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.

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 2019”