24-25 September 2019
Melia Avenida,
Madrid 

Mega-Markets, Mega Impacts: The Influence of China & the US on Key 5G & AI Markets

In a Nutshell

China and the US are massive markets that are influencing the global TMT industry with substantial investments and leading developments in new technologies.

The two leading markets approach developing new technologies differently from one another, with a main difference being how much the government is involved in development.

AT&T and Verizon were quick to launch 5G in the US, while not having a very developed service or coverage area; on the other hand, though 5G commercial service has not been launched in China, the three operators have all released their development plan towards the timetable of scaled 5G commercialization in 2020.

This report from Ovum summarizes the major developments in 5G and artificial intelligence (AI) among the markets' leaders, identifies their approaches, and outlines the prospects and impacts on the global TMT industry.


Insights & Recommendations:

  • Operators should launch 5G when they have the ideal combination of coverage, reliability, and devices
  • Operators should not add a 5G price premium for basic consumer mobile broadband access
  • Operators should seek the support of government to accelerate the development of 5G, which is vital infrastructure for the digital economy
  • Operators should build a strong ecosystem to explore 5G opportunities in the enterprise segment
  • AI should be considered as a tool in planning 5G networks
  • Operators should harness the capabilities of AI today, as well as look to future applications
  • Operators should look to partner with internet companies and other technology leaders for AI

Executive Summary

The telecommunication industry is in the midst of a major transformation both in terms of business models and technology. 

Entirely new markets are being created by significant technology transformation drivers, including:

    •   Virtualization                        

    •   Cloud computing                      

    •   Mobility

    •   Big data analytics   

                                                                                                These drivers are making it easier to assure that communication provide five nines reliability availability, thereby driving network optimization, superior customer service, and new revenue generation.

Programmable networks that move network intelligence into the software layer in turn require a new management and operational approach to support advanced services.                                                

Virtualization of the Evolved Packet Core (vEPC) is a priority for many communication service providers (CSPs) based on our research of ongoing proof-of-concept trials and early deployments of the technology.

The economics of virtualizing the EPC enables CSPs to do the following:

    •   Cost-effectively scale the mobile network

    •   Satisfy increased demand for mobile broadband services

    •   Rapidly introduce new services

This report will explain how virtualization of the EPC creates challenges using traditional measurement and monitoring tools. Physical probes which have been used for more than two decades to monitor critical links in the signaling and data session network are not suitable for assuring voice, video, and data services in the virtualized EPC. Physical probes are also used as the source for analytics applications that support operations, customer care, and marketing groups, all of which increasingly want to use real-time data to improve business outcomes.

 This report will show how integrated virtual probes — virtual probes that are co-located with Virtualized Network Functions (VNFs) — solve the challenges of traditional tools by making it possible to probe geographically distributed VNFs in a scalable, cost-effective manner, without loss of network visibility or performance impacts.

Executive Summary

The telecommunication industry is in the midst of a major transformation both in terms of business models and technology – with brand-new markets being created by significant technology transformation drivers, including:

• Virtualization

• Cloud computing

• Mobility

• Big data analytics

We examine the economics of Virtualization of the Evolved Packet Core (vEPC), enabling Communication Service Providers (CSPs) to:

• Cost-effectively scale the mobile network

• Satisfy increased demand for mobile broadband services

• Rapidly introduce new services

This report will explain how:

• Virtualization of the EPC creates challenges using traditional measurement & monitoring tools, including an analysis of physical probes

• Integrated virtual probes, co-located with Virtualized Network Functions (VNFs), make probing geographically distributed VNFs in a scalable, cost-effective manner, without loss of network visibility or performance impacts possible

Snapshot of the Report

Operator demand for 5G core spikes ahead of 2020 commercialization

By 2023, Ovum estimates there will be 1.31 billion subscribers to the next-generation 5G network. 

5G networks will have more demanding network & service delivery requirements.These requirements are driving fundamental change to operators' core network architecture.

With cloud-native 5G core integration, leading operators will be able to monetize the multitude of opportunities the IoT & 5G will present.

This report examines the following:

5G commercialization in 2020 is a primary driver of 5G core demand

Service providers' commercial propositions for 5G services are being developed

Service-based architecture, DevOps, and cloud-native virtual network functions are the fundamental components of 5G core 

Migration paths to 5G should be seamless for non-standalone and standalone operators

In a Nutshell

Will 5G performance impress consumer and enterprise buyers enough to pay for enhancements to their current systems or will it unlock new network models? 

Most CSPs are unsure whether 5G will unlock a new revenue stream – but there’s one thing they’re sure about: 5G is set to shake-up the status quo.

Here, Ovum explores the global impact of 5G – from the changes to the winners and the losers.

Insights & Recommendations:

Full 5G will take time to develop and deploy

Service providers' commercial propositions for 5G services are being developed

5G will change everything for consumers – eventually

Much of the long-term value of 5G is in the enterprise

In a Nutshell

China and the US are massive markets that are influencing the global TMT industry with substantial investments and leading developments in new technologies.

This report from Ovum summarizes the major developments in 5G and artificial intelligence (AI) among the markets' leaders, identifies their approaches, and outlines the prospects and impacts on the global TMT industry.

Expert Recommendations:

Operators should launch 5G when they have the ideal combination of coverage, reliability, and devices

Operators should not add a 5G price premium for basic consumer mobile broadband access

Operators should seek the support of government to accelerate the development of 5G, which is vital infrastructure for the digital economy

Operators should build a strong ecosystem to explore 5G opportunities in the enterprise segment

AI should be considered as a tool in planning 5G networks.

Operators should harness the capabilities of AI today, as well as look to future applications

Operators should look to partner with internet companies and other technology leaders for AI

  Download the Full Report (24 pages)

Executive Summary

The telecommunication industry is in the midst of a major transformation both in terms of business models and technology. 

Entirely new markets are being created by significant technology transformation drivers, including:

    •   Virtualization                        

    •   Cloud computing                      

    •   Mobility

    •   Big data analytics   

                                                                                                These drivers are making it easier to assure that communication provide five nines reliability availability, thereby driving network optimization, superior customer service, and new revenue generation.

Programmable networks that move network intelligence into the software layer in turn require a new management and operational approach to support advanced services.                                                

Virtualization of the Evolved Packet Core (vEPC) is a priority for many communication service providers (CSPs) based on our research of ongoing proof-of-concept trials and early deployments of the technology.

The economics of virtualizing the EPC enables CSPs to do the following:

    •   Cost-effectively scale the mobile network

    •   Satisfy increased demand for mobile broadband services

    •   Rapidly introduce new services

This report will explain how virtualization of the EPC creates challenges using traditional measurement and monitoring tools. Physical probes which have been used for more than two decades to monitor critical links in the signaling and data session network are not suitable for assuring voice, video, and data services in the virtualized EPC. Physical probes are also used as the source for analytics applications that support operations, customer care, and marketing groups, all of which increasingly want to use real-time data to improve business outcomes.

 This report will show how integrated virtual probes — virtual probes that are co-located with Virtualized Network Functions (VNFs) — solve the challenges of traditional tools by making it possible to probe geographically distributed VNFs in a scalable, cost-effective manner, without loss of network visibility or performance impacts.

  Download Full Report (24 pages)

24-25 September 2019
Melia Avenida,
Madrid

Applying Real-Time Analytics In The Virtualised Mobile Core Network

5G to Drive Core Network Architecture Shift

5G to Drive Core Network Architecture Shift

5G to Drive Core Network Architecture Shift

5G: Impact & Opportunities

Mega-Markets, Mega Impacts: The Influence of China & the US on Key 5G & AI Markets