Does Open RAN Stimulate Innovation?
Proponents of open RAN argue that opening the RAN interfaces will stimulate innovation. They claim that non-interoperable interfaces allow incumbent vendors to lock out new innovative players and stifle the market. With a small number of incumbent vendors owning much of the market share, the pressure to innovate is low. Incumbents counter by stressing the… Read More »
A Perspective on Open RAN
There are over 800 service providers, but market power favors a handful of radio access network (RAN) vendors who dictate the tempo of technology. With the RAN accounting for around 60% of the network total cost of ownership, open RAN promises to change the balance of power in favor of services providers by reducing vendor… Read More »
Clarifying the Confusing RAN Types and Nomenclature
Radio access networks have many descriptors that confuse the non-specialists. This includes open, virtual, cloud, centralized, distributed and cooperative RAN. Confusion is understandable because there are many inter-related aspects. Here, I outline the fundamentals elements that define RAN types and clarify the nomenclature. The Three Pillars of RAN Architecture, implementation and deployment are the three… Read More »
Network Sharing: Trends and Opportunities
Network sharing is one of those topics that makes economic sense, but often falters when it comes to adoption and implementation. Recently, I was asked about the prospects for network sharing given 5G capital investment requirements at a time of economic crisis. This is, of course, related to active sharing models where operators share the… Read More »
The Case for Network Automation: Application to Power Consumption
Integrated AI-based technology enables networks to adapt autonomously which helps operators optimize their service delivery to consumers and enterprises. As communication networks increase in complexity, operators seek to simplify operation and maintenance activities and reduce operating costs. Network automation could help operators achieve this objective. Automation is not a new concept: it has been around… Read More »
COVID-19: ICT Infrastructure Investment Opportunities and Risk to Competition
Over the past weeks we closely followed the impact of economic lockdowns on the ICT infrastructure to identify weaknesses and areas for future investments. Our analysis is multi-dimensional given the complexity of the ICT infrastructure which combines different types of access and backbone networks. This heterogenous infrastructure varies widely by geography. Our assessment led us… Read More »
Spectrum Pricing Trends in Millimeter Wave Bands
Written in collaboration with Martyn Roetter* Countries across the world have been releasing new spectrum for 5G deployments in millimeter-wave spectrum bands (mmWave), while others are planning to do so soon. Although a few governments have awarded mmWave spectrum via administrative processes at little or no cost to operators (Japan, Hong Kong), in most cases… Read More »
Dynamic Spectrum Sharing: The Pros and Cons
Dynamic Spectrum Sharing (DSS) has emerged as one of the hot 5G discussion topics [see here on T-Mobile and Verizon]. This feature which allows simultaneous operation of LTE and 5G technologies has become a bellwether of product maturity and 5G leadership for equipment and silicon vendors and for service providers. But how important is DSS… Read More »
CBRS PAL Spectrum Valuation
Spectrum pricing is a function of supply and demand. Over the course of recent 5G spectrum auctions, regulators demonstrated, yet again, their influence on the outcome. Italy and Taiwan are two examples which set a record valuation for the 3.5 GHz auction. This year, we will see one of the largest auctions ever: the CBRS… Read More »
The 5G Roadmap in Simple Terms
The basic building blocks of 5G were introduced in Release 15 which is now in commercial deployments. In addition, the 5G roadmap has defined two more releases. Release 16 brings in new features in addition to improvements to features introduced in Release 15. Last December, 3GPP identified Release 17 work items. Below, is a summary… Read More »
The Cost Model for Enterprise Private Wireless Networks with Satellite Backhaul
The satellite and cellular wireless industries have long progressed along parallel tracks that rarely intersected [see here]. However, this could change in the next few years [see here]. Both satellite and cellular technologies are evolving to improve performance and reduce cost through technological innovations and new business models. In our recent paper, we analyzed the… Read More »
A Perspective on the Edge Computing Value Proposition
Last week, I had the opportunity to attend Edge Computing World where I participated in providing a workshop on the economics of the edge. Over the course of two and a half days of discussions common themes become evident. Here, I share a few observations on the edge computing value proposition and recent market developments… Read More »
MNO Migration Strategies: Core Network Migration
In my previous article, I wrote about developments in virtual RAN, and indicated that the actual focus on the service providers is on core network migration strategies. The RAN receives high attention because it consumes more of the MNO capex and opex than the core network. This makes it a primary target for cost reduction.… Read More »
MNO Migration Strategies: An Update on Virtual RAN
Over the past week, I had the opportunity to get a full status update on Radio Access Network (RAN) transformation at the Telecom Infra Project (TIP) Summit in Amsterdam. I also had the opportunity to speak with a few service providers on the evolution of the telco network. Understanding the pain points and motivation of… Read More »