Home Blog Page 388

O-RAN will account for 76% of active RAN CapEx by 2030

0

STL Partners has published a first attempt at establishing how much the O-RAN market is worth.

For their market forecast, STL Partners define O-RAN as “virtualised, disaggregated, open-interface architectures in the radio access network (RAN). The firm excludes single vendor deployments that are O-RAN or vRAN compliant.

Operators’ options

As mobile operators upgrade their 4G networks and invest in new 5G infrastructure, they can continue purchasing single vendor legacy RAN equipment or opt for multi-vendor open-standard O-RAN solutions.

Each telco will determine its O-RAN roadmap based on its specific circumstances (footprint, network evolution, rural coverage, regulatory pressure, etc).

STL defined four broad pathways for transitioning from legacy RAN/vRAN to O-RAN and categorised each of the top 40 mobile operators in one of the pathways, based on their announced or suspected O-RAN strategy.

Through telcos’ projected mobile CapEx and the pathway categorisation, STL Partners estimates that by 2026 annual sales of O-RAN active network elements (including equipment and software) will reach $12 billion, or 21% of all active RAN CapEx (excluding passive infrastructure).

By 2030, these will reach $43 billion and 76%, respectively.

 

 

More information here.

 

Nokia finds new teeth with plug and play ReefShark, closes the gap on Ericsson

The new AirScale 5G products are based on Nokia’s ReefShark system on a chip (SoC).

Nokia announced the global launch of its latest range of AirScale 5G products covering baseband, remote radio heads, and massive MIMO active antennas with digital beamforming.
 
Preliminary research published last week by Dell’Oro on the telecom infrastructure sector showed that after what seems to have been a very long time in 5G catch-up mode, Nokia is beginning to come good, making incremental gains on Ericsson, which appears to have slipped a little, and of course Huawei’s market share is expected to fall further as various trade bans bite.


With the newest addition to its portfolio, Nokia will hope to put more clear blue water between it and Ericsson, and close the gap with Huawei.

Plug & play upgrades all AirScale

The new solutions are based on Nokia’s ReefShark System-on-Chip (SoC) chipsets, which has had a makeover.

Nokia is introducing SoC-based baseband plug-in cards to boost the capacity of the AirScale System Module. They can deliver up to eight times more throughput and serve up to eight times more cells compared to previous generations.
 
Nokia claims they are easy to install and simplify the upgrade and extended operation of all AirScale deployments.

Massive MIMO

The AirScale massive MIMO antennas have both 32TRX and 64TRX products, as well as 8T8R remote radio head solutions.
 
The 32TRX is the industry’s lightest, at 17kg (2kg below that of rivals) which is a big deal for installers and the installation, but also support high radio frequency bandwidth (200 MHz occupied bandwidth and 400 MHz instantaneous bandwidth) to provider delivering high radio frequency power output.
 
The 32TRX and the new 64TRX massive MIMO antennas both support fragmented spectrum and network sharing cases.
 
Nokia’s baseband module can support 90,000 connected users simultaneously and has 84 Gbps throughput, and plug-in cards also reduce power consumption by up to 75 percent. 


Scale and smooth

Patrick Filkins, Senior Research Analyst, IoT and Mobile Network Infrastructure, IDC, commented: “5G networks are absolutely critical for improving network capacity and performance, particularly when higher bandwidth is in demand.
 
“Nokia’s new portfolio addresses these concerns by enabling mobile operators to flexibly scale capacity while helping to smoothly transition to 5G from existing technologies easily and cost-effectively.
 
“The integration of Nokia’s ReefShark SoCs across both radio and baseband boosts performance and capacity and the new massive MIMO antennas set a new benchmark for low weight without compromising on performance.
 
“These solutions will help mobile operators to address the increasingly dynamic mobile services space that urgently requires more capacity.”

Evidence of turnaround

Tommi Uitto, President of Mobile Networks, Nokia, said, “Our new generation of ReefShark-powered AirScale radio and baseband products is evidence of the successful transformation of our business and ability to deliver market-leading products to our global customers.
 
“Nokia’s new portfolio enables communication service providers to offer both consumer and enterprise customers with cutting-edge 5G experiences with premium speeds, capacity, and connectivity underpinned by seamless, simple, and efficient ‘plug-in’ deployment.
 
“Our new AirScale products are O-RAN ready. They consume less energy and highlight our commitment to climate change. We’re excited to see our customers deploying these products and see the transformative impact of 5G technology.”
 
Time will tell. More info here.
 

Greece open tenders for provision of ultra-fast broadband subsidies

0

The project is one of Europe’s largest public-private partnerships, with a budget of €700 million.

Greece’s Minister of Electronic Governance, Kyriakos Pierrakakis, has opened the tender process for the provision of ultra-fast broadband (UFBB) services.

The total budget is €700 million, of which €300 million is from public funds: €265 million in funding from the European Regional Development Fund (ERDF) and the Operational Program Competitiveness, Entrepreneurship, Innovation 2014-2020; €35 million comes from the European Agricultural Fund for Rural Development (EAFRD) and the Rural Development Programme (RDP) 2014-2020.

The project is spread over 20 years with the first three years for the development of the network infrastructure, and the rest to operate and provide services.

The UFBB project plans to provide high-bandwidth broadband services for approximately 2,400,000 residents.

Total numbers

The total number of targeted active lines is about 812,155, which includes areas not covered by private investment plans of telecom providers.

At least 98% of the active population will be provided with two categories of broadband services in regions where UFBB infrastructures are deployed, namely:
• Class A of at least 100Mbps, upgradeable to 1Gbps, about 750,000 lines, as per with the guidelines of the European Union’s Connecting for a European Gigabit Society scheme.
• Class B – at least 100Mbps.

There is more information here.

NEC announces new 5G massive MIMO radio units for Open RAN

The new radios will be available next year and are designed for global markets.

NEC says its new radio units will conform to “fronthaul interface specifications defined by the O-RAN Alliance”.

They will also be compatible with base station equipment from different vendors, “making it possible to realize open, flexible and optimized networks according to a wide range of use cases,” according to the statement.

The units will be compatible with the n77, n78 and C-Band 3.7GHz frequency band (3.3-4.2GHz), which is globally used as a 5G frequency.

The ultra-multi-element antennas use Massive MIMO and digital beamforming for high-precision beams are intended to provide high-speed, high-capacity communications between a wider range of terminals.

Wider faster coverage

The new RUs are said to have higher output and wider bandwidth compared to conventional products, expanding the coverage area and providing high-speed transmission.

NEC claims its proprietary high-density mounting and power-saving technologies, and fanless design are in a lightweight, compact format. 

The units will conform to O-RAN fronthaul interface specifications defined by the O-RAN Alliance.

Patrick Lopez, VP of Product Management, 5G products, NEC, said, “NEC has long been developing 5G base station equipment for global markets.

“As illustrated by the announcement from Vodafone earlier this month, NEC is investing to maintain a market-leading position in the Open RAN ecosystem.”

Anchors away: Mavenir, DT, MobiledgeX prove ref design for global MEC

The design should be a milestone for 5G Core data traffic routing, replacing 3G-era tunnelling of mobile data to a few fixed anchor points.

Mavenir, in collaboration with MobiledgeX and Deutsche Telekom, has demonstrated and validated the reference design for deploying cloud-native 5G User Plane Function (UPF).

Its purpose is to support multi-access edge computing (MEC) applications, tailored to each use case’s proximity and performance needs.

The reference design is cloud-native, abstracted from the underlying cloud architecture, infrastructure vendor and operating owner.

New connectivity options

Alex Choi, SVP Strategy & Technology Innovation, Deutsche Telekom, says, “The UPF can run inside the operator’s owned network, inside a private 4G/5G network, inside the roaming network, or in the public cloud.

“The ability to dynamically and seamlessly orchestrate traffic across our own footprint and the footprint of others opens up the possibility for new connectivity solutions for customers”.
A service-based, cloud-native UPF is at the core of the reference design”

Since mobile packet data was introduced with 3G, all data, irrespective of source, destination, and requesting application, has been ‘tunnelled’ back to a limited number of fixed (packet gateway) anchor points inside mobile networks.

This has become increasingly inefficient and prone to bottlenecks as data traffic has grown. 5G Core standards allow the dynamic placement of the anchor point – that is, the UPF – based on the application and network’s needs.

Anchors away

Mavenir’s 4G/5G cloud-native Converged Packet Core solution coupled with the MobiledgeX Edge-Cloud platform means the UPF can be placed on different clouds from different vendors that are owned by different parties.

Service provider control, security, and privacy are maintained by a customer’s owning operator at all times, even when roaming.

This architecture helps optimal placement of the application’s backend servers, enabling a better user experience and increased network efficiency, by significantly reducing the distance the data needs to travel before it is processed.

Trial details

For this trial validation, the Mavenir 5G Core is running in Deutsche Telekom’s network.

Two network and vendor-independent cloudlets, located in Germany, have been deployed as valid UPF placements in the 5G Core routing. For instance, a video application is started on a 5G phone connected to Deutsche Telekom’s 5G network in Berlin.

The request is sent to the 5G Core that selects UPF placement in the Berlin cloudlet. Tunnelling is established, the video request is passed to the local edge video cache and delivery begins.

The identical request is made in Hanover, then traffic is established to the Hanover cloudlet where local fulfilment takes place.

The MobiledgeX Edge Cloud 3.0 platform dynamically controls the secure placement, lifecycle management, and video traffic routing of the edge-based UPF and the video application, according to Mavenir.

“This is a successful milestone for cloud-native 5G Core traffic routing, giving Deutsche Telekom the freedom to deliver a point of interconnect/local breakouts anywhere in the world, on any cloud,” says Bejoy Pankajakshan, Chief Strategy Officer, Mavenir.

“Cloud-native design of 5G network functions integrated with orchestration tools makes it possible to achieve a new level of flexibility in network function placement. Automation, agility, and flexibility are at the heart of this project.”

Vodafone adopts an ‘Aldi strategy’ to ‘revitalise’ stagnant German market

The operator has launched a new brand, SIMon, to compete against ‘the under €10 discounters’.

The Germany website Welt reports that Vodafone is attacking the lower end of the market with a new brand, SIMon.

The article says that after years of standing still in the middle and upper market segments, Vodafone is entering the mobile phone discounter market. “We will revitalize the competition with our offer,” claims Andreas Laukenmann,  MD, Consumers at Vodafone Deutschland.

SIMon is reportedly using a kind of ‘Aldi’ strategy to attack discounter offers primarily from 1 & 1, which dominates the market for mobile phone contracts under €10 per month with brands including Smartmobil, PremiumSIM and DeutschlandSIM.

1 & 1 has more than 10 million mobile phone customers, most of whom are on Telefónica’s network across more than 20 discount brands.

D-Net still counts

Now at under €9 a month for 8GB, SimON is the cheapest tariff on the D-Net, undercutting its other tariffs, which are sold under the Vodafone Red and Otelo brands.

The terms D-Netze and E-Netze are historical: Deutsche Telekom and Vodafone (Mannesmann Mobilfunk back then) were the first two mobile operators in Germany, and use the 900MHz range.

Telefónica (then Viag Interkom) and E- Plus ran on 1800MHz or E-Networks and were perceived to have poorer coverage.

The previously fierce competition in the upper and middle market segments has stalled after Telefónica took over its competitor E-Plus in 2014, reducing the German market to only three operators – Vodafone, Deutsche Telekom and Telefónica.

Whereas in these higher spending brackets, there is considerable loyalty to brand, that is not true at the lower end of the market, where customers are prepared to switch to get a better deal, and the notice period is typically four weeks.

These cut-price tariffs are usually only sold online and without a smartphone.

Avoiding cannibalisation

The danger for Vodafone is higher end customers switching to SIMon – cannibalisation.

SIMon is hoping to prevent this using a unique strategy in Germany – to get the €9 deal, customers must bring their existing phone number from a discounter with them.

Anyone who joins without a phone number pays just under €12, and if customers bring a number from Vodafone, Telekom or Telefónica or sub-brands Otelo and Congstar, the cost is just below €15.

Vodafone believes the quality of the D network will attract many customers from the Telefónica network that the 1 & 1 discounters use, although the difference between the networks’ performance is no longer so great.

In 5G, Vodafone and Telekom have a significantly greater covreage than Telefónica, but SIMon customers will not be using Vodafone’s 5G network.

Murdoch’s News UK reportedly looked to partner BT Sport

0

News UK publishes The Sun tabloid and The Times newspaper, and is said to have held talks with BT about a potential tie-up.

Bankers from Lazard were appointed to help seal the deal between the Sport unit of the UK’s biggest telco and Rupert Murdoch’s News UK, but the discussions reportedly did not come to fruition.

It is thought that News UK was wanted a commercial partnership rather to invest in an equity stake. News UK’s newspapers are suffering a decline – The Sun’s losses tripled to £200 million last year, causing the group to write down the paper’s value to zero.

A spokesperson said: “News UK held an early stage discussion with BT Sport to explore limited, commercial partnership opportunities. It is not pursuing those discussions any further.”

Other interested parties

Since BT confirmed it wanted to sell a stake in BT Sport in April – as it the cash to fund its belated, expensive fibre push – a number of streaming services have shown an interest.

ITV is thought to be one, and that if that goes ahead, some Premier League and Champions League football could return to UK terrestrial television.

Dazn, the international sports streaming business, has completed a comparable deal with Telecom Italia, and is reportedly keen to secure a deal with BT Sport quickly. 

Discovery, which owns Eurosport and is the major backer of the new GB News TV channel, is also said to be in the running alongside ITV.

BT declined to comment.

Why automation should be the Tricorder for telecoms

Ibrahim Gedeon, CTO of Canada’s TELUS Communications, shares some forthright views with Annie Turner on AI and network automation.

Gedeon joined TELUS in his current role in 2003, having previously worked at Nortel Networks and Bell Northern Research. He is always a popular speaker at industry events, famed for his openness and colourful turns of phrase.

This article first appeared on FutureNet World and is reproduced with kind permission.

He says that TELUS is a digital provider, which for most operators is a talked-about goal not a status report. Gedeon says, “We have massive, massive health and agriculture presence,” in which the digital provider has invested $3-4 billion over the last decade or so.

He adds, “It hit me the last five [or] six years, that as we embrace the world of decentralisation, if you don’t have the right network automation, you will be adding more teams [because] it’s becoming more complex.”

Asked about the single most important thing network automation will bring to TELUS, Gedeon replies without hesitation:

“Network automation should enable people to ‘fake’ multiple skill sets. So instead of getting this expert and data experts and optical experts, I’d like to have a general engineering person with the right tools so that they can become [expert].”

He adds, “It’s like that thing in Star Trek; that tricorder (see image) – you might need a doctor in the end, but if that thing can diagnose with 99.9% accuracy, I don’t need many doctors. I’m hoping that that automation will be the Tricorder (pictured below) of our industry.”

Adding complexity

Gedeon points out that before cloud and network functions virtualisation (NFV) were deployed, network faults generally involved dealing with a single vendor.

He says, “Now I’m averaging three to eight vendors per issue…The old ways of automation, just for provisioning, only needs a good OSS/BSS and I’m assuming that people have that baseline which traverses [the journey] from a prospective client to a happy client. That stuff is automated and takes seconds or minutes.”

He continues, “hyper-automation” is what’s missing”. Gedeon explains that although software providers test their own updates, but when this is “only one of eight or 10 systems involved in making a customer happy, how is that automatically tested and how do you know if it impacts anything that’s not yours? Is there a living lab like we use, that we set up in 2014-2015 just for that?”

He goes on, “We need to start automating because somebody puts in a software load that they don’t think [involves] other people, but it’s a software world. You need to make sure that you’ve tested 2,000 or 20,000 use cases, which is everybody else that could depend on you.”

The role of AI and analytics

Gedeon is excited by the potential of AI and data analytics to help with these challenges, but far less enthusiastic about how the terms are bandied about and misused by some vendors to show off and obfuscate, and don’t talk about the basics.

Data is a fundamental to the success of AI, he stresses: “If you don’t have the right data, you will be led astray. You need to have a proper data discipline, you need to have an understanding of how your data dictionary works, and it’s not an IT or network thing, it’s just pure data science…

“If I don’t understand the data, I have no clue how to absorb it or ingest it.”

Many operators have spent a great deal of time, energy and money grappling with data, with little to show for it. Gedeon says, “I have the right answer for me. We have a single vice president who reports jointly to me and the CIO, and is accountable to the board on data infrastructure”.

The TELUS data team implements tools, regardless of whether the data is cloud-based or which cloud it resides on – the company has a deal with Google Cloud Play and an AWS extension – and uses a schema to ensure all the data is searchable by creating a dictionary: “Well, more like an Encyclopaedia Britannica of data really,” he laughs.

“The first thing you need is a common basis. Everybody says you need a common data lake, but I had a stupid common data Lake 10 years ago, but if there is [rubbish] in and [rubbish] out, it’s polluted,” he states.

AI deduces and acts

Gedeon says emphatically that he is not talking about machine learning when he talks about AI: “For example, IBM claims AI is when you take a product catalogue or user manual, and the machine tells you how to use it properly, but it doesn’t extrapolate. If it’s AI, it has to do stuff and start predicting.

“Most people are stuck with machine learning that deals with five scenarios. AI is when there’s a sixth scenario and seventh and more. Say my threshold for something in the network hits 60%, AI would have known it was worrisome when it went from 10 to 20 in an hour rather than wait until that threshold was reached, because sometimes you can’t react fast enough [at that point].

“Artificial intelligence is like human intelligence; it’s a smart sentinel that looks and sees everything, makes a deduction and acts.”

He adds, “When the cloud updates software, it’d be nice if the AI engine is the one that maintains all the test cases and their impact on each other…like a master chess player. It picks up something needs to be investigated.

“That’s when we will have AI and the self-driving network. People think we’ll never achieve what we call the self-driving network; that AI has failed because it’s not here now, but if you don’t have what the Americans call a North Star – an objective – you never get anywhere”.

The pain of protectionism

Gedeon thinks protectionism is a big hurdle. He says, “Everybody came up with AI that works on their kit and AI insights comes from every vendor, so you need some sort of layer. We’re working with a bunch of third-party companies like BearingPoint//Beyond and Zhilabs which was acquired by Samsung.

“We’re looking for something that’s agnostic, but right now the best people to optimise the Huawei AI is Huawei. The best people to optimise the Ericsson radio network is Ericsson.

“That’s why I need to abstract what I would like to implement from the actual gear. And that’s what we’ve done with the work on AI and automation skills. How to do that still comes down to very highly technical subject matter experts – it’s not yet at the level where somebody else can do it but we are getting there.

“It’s a big stumbling block and a let-down, but since nobody’s opened up their APIs to other vendors…I try not to be angry. I try to take action.”

He sees similar obstructive problems with Open RAN, commenting, “Open RAN is where we need to be but [vendors] are dragging their feet and total cost of ownership is an issue as yet for a telco our size – and we’re not that small. It doesn’t make sense yet, but we’ve done pilots and all that kind of stuff. We know Open RAN absolutely cannot be embraced without full automation.”

Easy to use – everywhere

AI’s ease of use is another critical factor for Gedeon who says, “AI has failed if I need a PhD in data science to use it because it should be a tool that anyone who knows their domain can invoke and use.”

This aligns with his view of network automation, which, “Sits everywhere. The master plan is that I capture it and share it with my peers and subordinates. Then each person has a piece to execute on the self-driving network – automation.

“I have found that having a customer advocacy team means a company is [screwed] because everybody should be a customer advocate. It’s more of a whole cultural thing and for me it’s the same with network automation. It must reside everywhere.”

He continues, “In pure financial terms, how do I cut my team by 30% over five years while I embrace new technology? Today I have a legacy team and a next-gen team. At a certain point in time, [the numbers] went up to embrace the new [software] world of network. The benefit for me [happens] when I get over the hump and start down the other side until I am at a lower point than I started with.”

Gedeon notes, “We’re not seeing the pain yet. We will. As 5G rolls out and the number of base stations rises, we cannot add human beings at an exponential scale…In the end, you will see the same number of people as you have now with 10 times the equipment.”

* The Tricorder was a multifunctional, hand-held device that carried out sensor-based scans, data recording and data analysis in Star Trek, including to diagnose medical problems.

Axiata, Telenor combine Malaysian mobile units to create market’s biggest player

The new entity, comprising the country’s second and third largest mobile operators, will have revenue of about $3 billion (€2.52 billion) pa.

Axiata Group and Norway’s Telenor are to merge their mobile units in Malaysia to form a single company valued at some $15 billion (€12.6 billion) based on their current market capitialisations. now.

The two operator groups say this will create a new market leader in the competitive Southeast Asian nation, overtaking the current leader, Maxis.

Malaysian networks are set to start the roll-out of 5G by the end of this year.

In April the two announced they were in advanced negotiations to merge Celcom Axiata and DiGi.Com, and that each party would own 33.1% of the combined firm.

The urge to merge

The merged company, to be known as Celcom Digi, will have estimated annual revenue of $3 billion, with core profitability of $1.4 billion from a subscriber base of about 19 million, Axiata and Telenor said in a joint statement.

Celcom Digi will remain listed in Kuala Lumpur, in line with a preliminary agreement announced in April.

The transaction is subject to the usual regulatory and other approvals. If things go smoothly, the deal is expected to be completed by the second quarter of 2022.

After the merger, the companies plan cost cuts and savings on capital expenditure with a net present value of about $2 billion, Telenor.

The two groups abandoned plans to merge their entire regional operations in September 2019 after they were unable to agree terms, including concerns about local job losses.

They had intended to create an Asian super-carrier, stretching from Thailand to Indonesia, with some 300 million customers, about 60,000 towers and €11.61 billion annual revenue.

- Advertisement -
DOWNLOAD OUR NEW REPORT

5G Advanced

Will 5G’s second wave deliver value?