In this update, we present a review of telco cloud deployments for the whole of 2022 and discuss trends that will shape the year ahead. Fewer deployments than expected were completed in 2022. The main reason for this was a delay in previously announced 5G Standalone (SA) core roll-outs, for reasons we have analysed elsewhere. However, we expect these deployments to be largely completed in 2023.
The rapid rise in energy prices mean consumers and businesses are now much more conscious of how much power they are using and what it is costing them. As energy moves up everyone’s agenda, some telcos are pushing deep into the electricity market, investing in renewable power, storage and retail propositions.
5G SA is an exciting development for operators, and the choice between a multi-vendor or single-vendor approach has wide-ranging implications.
In this update, we present data and analysis on progress with deployments of vRAN and open RAN. It is fair to say that open RAN (virtualised AND disaggregated RAN) deployments have not happened at the pace that STL Partners and many others had forecast. In parallel, some very significant deployments and developments are occurring with vRAN (virtualised NOT disaggregated RAN). Is open RAN a networking ideal that is not yet, or never will be, deployed in its purest form?
Some leading telcos have slowed their roll-outs of 5G Standalone cores. Others have not. What is the delay? And why it is important to speed deployments now while minimising the risks.
In this update, we present granular data on the 5G core, tracking the progress of deployments of both Non-standalone (NSA) and Standalone (SA) network cores. We recorded 49 5G core deployments so far in 2022, 24 of which are SA launches.
We found subtle but significant shifts at the GSMA’s Mobile World Congress 2022 that show how the market’s need is changing to ‘connecting technologies’ rather than ‘connectivity’. This has deep implications for the industry and telcos in particular.
More telcos are making deals to run their VNFs on the public cloud. Not much is live yet. But cloud hosting of network functions will support telcos in realising the benefits of cloud-native, and we believe telcos can safely go further and faster.
With the rollout of 5G, the telecoms industry could coordinate the development of early warning systems to mitigate the impact of pollution, wildfires, floods, infectious diseases and other threats.
We explore the recent developments in the private network market, regulatory activities and policies on local and shared spectrum, and the different deployment approaches and business cases for traditional telcos and the expanding range of other stakeholders.
For uptake of Massive IoT connectivity to meet expectations in the B2C and B2B2C markets, telcos will need to dramatically improve coverage and simplify their propositions.
Our detailed analysis of the consumer markets in the UK and Brazil shows some common trends and highlights important differences. Beyond the triple play, innovation is sparse, particularly in the UK. So what can telcos do to grow?
Fixed Wireless Access (FWA) is becoming a mainstream proposition across urban, rural and developing environments. 5G is an important enabler but not the only one. Unusually, FWA will benefit almost all market players – fixed and mobile operators, vendors, investors and regulators. This report contains our 5-year forecast and recommendations for all players.
Both telcos and hyperscalers want to capture the value at the edge, but they need to work together to deliver of edge computing solutions and generate demand among customers. How can operators collaborate with hyperscalers while strengthening their role beyond connectivity?
Edge computing is a strategic opportunity for telcos. We examine the driving needs and applications for telco edge computing, describe the market and the options for telcos, discuss their partnerships with hyperscalers and recommend key actions.
Alongside the roll-out of 5G cores and radios, the Radio Access Network (RAN) is evolving to a more open, virtualised and distributed architecture. What are the opportunities and risks for telcos?
Telcos are well placed to enable the healthcare sector to meet the rising demand for secure and reliable in-home monitoring and treatment for the elderly and infirm.