Networks and services cannot be divorced from the vendors that help to make them a reality. The Vendor Transformation posts look to ways in which network infrastructure suppliers are competing or otherwise evolving themselves – for good or bad.
Orchestration of IP infrastructure resources will become mainstream, replacing fragmented element and network management solutions to reduce complexity and operational cost.
5G private network initiatives will go global as operators position to capture lucrative new 5G network opportunities and address the needs of multiple vertical markets.
Resource Orchestration Matures
5G services and applications are driving more routed IP traffic into the network, with the traditional role of switched Layer 2 Ethernet traffic being sidelined and replaced by more dynamic routed IP flows. This is prevalent in the mobile transport and business Ethernet services domains, which were the last frontier that could claim a cost and simplicity advantage by remaining at Layer 2. The maturation of SDN, which supports a centralized control plane and distributed data plane, has been augmented with simplified routing protocols such as segment routing and Ethernet VPN (EVPN), which minimize the need for complex node-based management and control intelligence. It is painfully clear that the telco infrastructure must be fully automated in order to avoid being crushed by its own weight. Continue reading “2021 Predictions: Three Things to Watch in the CSP Transport & Routing Sector This Year”→
Carriers are coming face to face with 5G’s increased scale and complexity as well as the need to monetize network investments by developing many more services than before.
To design, deploy, and operate 5G networks profitably, carriers will need to increase automation, adopt AI, and select the right ecosystem partners.
With the July 2020 completion of 3GPP Release 16, we now have the first round of specifications for a full, end-to-end 5G network. Most wireless carriers have started to plan their journey to 5G, and a few are already providing 5G SA connections. During every stage of this journey, carriers are coming face to face with 5G’s increased complexity: more network nodes to install and maintain, more parameters to adjust, and more services to design and operate. Continue reading “5G Services: Embracing 5G’s Benefits While Taming Its Complexity”→
• Telefonica Germany / O2 plans to build its 5G core network in the AWS public cloud, along with a host of 5G network functions to support Industrial Internet applications, beginning in 2021.
• The announcement raises intriguing questions about the future role that AWS and other public cloud platforms may be carving out in telecommunications infrastructure, and who will ultimately succeed in helping operators manage – and profit from – 5G network deployments.
• One era ended and another began, with new CEO Pekka Lundmark taking the reins August 1.
• While the company faces a host of challenges and questions to address, there are many recent signs of hope.
Nokia began life under its new CEO, Pekka Lundmark, on August 1 following the departure of his predecessor, Rajeev Suri. Lundmark’s appointment had been announced in March; he had originally planned to begin September 1 but the start date accelerated by one month from the original plan.
The appointment of Lundmark to the helm marks the end of what was an impressive 11-year tenure for Suri, who provided steady leadership through a tumultuous period that included the merger of Nokia and Siemens, and after a lengthy integration period, the eventual acquisition of Alcatel-Lucent. Continue reading “Nokia’s New CEO Has Reasons for Optimism”→
TM Forum’s ‘Open Digital Architecture’ (ODA) vision has received a major endorsement from several Tier 1 telcos and leading IT vendors.
While one of ODA’s goals is to enable best-of-breed procurement on a much more granular level, telcos will need to make a major vendor partnership decision to help them reach that goal.
This week, TM Forum announced that eleven new telcos and vendors had signed on to its ‘Open Digital Architecture,’ which incorporates cloud-native design principles as well as telco-specific processes and a focus on governance. In aggregate, these companies constitute a substantial industry endorsement: the telcos include BT, Chunghwa Telecom, DT, Telefonica, and Telenor; the vendors include major rivals Amdocs, Netcracker, Nokia, and Oracle. Continue reading “TM Forum’s ODA Vision Gains Ground, but Vendor Partner Choices Are Still Critical”→
• The U.S. Department of Commerce’s (DoC) move to prohibit Huawei from buying components manufactured using U.S.-made foundry machines and silicon design tools has major implications for Huawei’s continued operations.
• However, it will also bring immediate negative effects on component suppliers (some U.S.-based), impact competition among ICT vendors, and produce uncertainty going forward.
New sanctions announced by the U.S. DoC on May 15 prohibit foundries using U.S.-made machines and software from selling chips to Huawei. In practical terms, this means that Huawei’s key silicon suppliers – Taiwanese TSMC and Chinese SMIC – would likely need to halt production of Huawei subsidiary’s HiSilicon chip designs. The immediate prospect for Huawei is especially bleak considering that the great majority of the world’s foundries use U.S.-sourced hardware or software in some parts of their process. Continue reading “U.S. vs. Huawei: Everybody Loses”→
Since COVID-19 forced the cancellation of its flagship Barcelona event, MWCA exhibitors have been waiting for details on a rebate or refund program.
The package announced March 25 provides a cash refund for smaller exhibitors but realistically represents a ‘take it or leave it’ package of rebates toward future events.
Since the GSMA made the difficult decision to cancel its annual conference in Barcelona in February, exhibitors have been awaiting details on the association’s refund package promised by the end of March. Now that offer has been announced, and while cash refunds are being offered for some, the vast majority of exhibitors will need to accept a package of rebates – albeit generous – toward future shows. However, the package looks punitive toward exhibitors that acted responsibly in withdrawing from the conference before it was officially cancelled. Continue reading “GSMA to MWC20 Exhibitors: ‘Take It or Leave It’ on COVID-19 Refund Package”→
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”→
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.