This is the March 2023 edition of the neXt Curve Tech Insights newsletter. This edition covers MWC 2023, IoT Slam, Nvidia GTC, ZEDEDA Transform, generative AI, and more. Subscribe for tech and industry insights that matter.
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neXt Curve’s key takes and insights from GSMA’s Mobile World Congress MWC 2023 with a focus on Open RAN, semiconductors, telco cloud and more.
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It’s been 3 years since the last Mobile World Congress that neXt Curve has attended in person. Needless to say, the global pandemic has all but made in-person events a toil at the least. GSMA, the host of the MWC, found fortune this year as the US and Spain finds themselves on the back end of the Omicron wave. The show that might not have been went on with approximately 60K attendees, and over 1,900 exhibitors in attendance. According to John Hoffman, CEO of GSMA, the event was by all measures as success.
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Private networks are widely considered to be a highly-promising segment for 5G services. However, this market is not as straightforward as it appears. It is highly competitive and deep insights into industry verticals are required. Enterprise requirements are varied and project customisations are unavoidable. For now, large multinationals have taken the early lead in adoption.
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What is the state of Open RAN? Despite all the excitement, little progress has been made on the commercial front. Brownfield mindshare and presence are yet to be realized amid early-stage greenfield deployments of open RAN networks, most notably Dish and 1&1.
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neXt Curve Research Brief: Over the past three years, the Open RAN movement has transformed into an operator’s mission to realize a more open architecture in its networks into what sounds more and more like a vendor war on the “legacy vendors”, Ericsson, Nokia, and Huawei. Much of this dynamic has been due to the divisive geopolitics between China and the US. The resultant elimination of low-cost, high-quality RAN system provided by Chinese ICT vendors drew interest in Open RAN as a possible economical option versus the two remaining incumbents who Dave Mayo of Dish Network dubbed “the Scandinavian mafia”.
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There were many highlights in the recently concluded Nokia Global Analyst Forum. Nokia shared its vision and strategy (Reset—Accelerate—Scale), and showcased its product leadership, R&D commitments, and focus on customer experience. Nokia also showed how its strategic plans map to market trends, and how the company contributes to environmental sustainability through technology leadership and innovation. The ability to meet communications service providers (CSPs)’ needs for simplification (reducing complexity) and monetization of assets is key. Value will increasingly be created from partner ecosystems.
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Mobile World Congress Los Angeles 2021 was the first in-person industry event for neXt Curve in 20 months. It felt good to be out of the house. Expectations for the massive turnouts of yesteryear were duly subdued given that the global COVID-19 pandemic is still in effect. Nevertheless, the smaller scale was a welcome introduction back to what we can hope is a return to normal. For the operators in the Americas, it looks like the pandemic has meant back to a pre-pandemic mindset. Back to connectivity.
Continue readingExcitement about the open RAN movement continues to rise as operators such as Rakuten proves out OpenRAN and O-RAN principles in their greenfield 5G network which went live last year. How are major network equipment manufacturers adjusting to the new technology landscape? What are the benefits and costs to operators and vendors in adopting open and interoperable technologies?
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On January 20th, a new US Administration took office in the midst of a global pandemic, economic crisis and deteriorated Sino-US trade & security relations. During the Trump Administration, the tech industry became the epicenter of the trade war as US and China quickly escalated their exchange of tit-for-tat tariffs and bans. What will change under a Biden Administration if anything?
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