Private 5G Spectrum Applications in Germany Offer Clues on Enterprise Demand – or Do They?

J. Marcus

Summary Bullets:

  • Private 5G networks using unlicensed spectrum could play a major role in the digital transformation of business operations, especially within industrial sectors. Having opened up the market, German regulator Bundesnetzagentur (BNetzA) has already received 78 applications, all but four of which have been assigned.
  • A published list of private spectrum buyers is intended to let enterprises know who else has been approved, in order to avoid interference from overlapping use of radio frequencies in local deployments. So far, it is mostly network consulting and engineering specialists along with research and educational institutions that have gone public with their private spectrum applications.

In Who’s Winning the Wireless Private Network Race?,” Kathryn Weldon took a look at the various ecosystem stakeholders in private 4G and 5G networks and their various strengths, incentives, and abilities to capitalize on the market opportunity (particularly in the U.S., where private CBRS spectrum was recently auctioned). In this blog, we take a look at Germany, a regional market where global network infrastructure vendors expect early demand and where a list of entities assigned unlicensed 5G spectrum in the 3.7-to-3.8 GHz frequency band has just been published. Continue reading “Private 5G Spectrum Applications in Germany Offer Clues on Enterprise Demand – or Do They?”

Some Wild Weeks for Mobility

Summary Bullets:

• There are some weeks, arguably some quarters, where few substantive announcements are made about mobility solutions, including enterprise mobility services (as opposed to 5G rollouts) and IoT. In the last two weeks, announcements from Ericsson, T-Mobile, AT&T, and Verizon show a robust and dynamic industry.

• These launches were diverse: Verizon’s continuing MEC rollout and new reference customers, AT&T’s 5G win with the Air Force, AT&T’s Microsoft Azure Sphere-powered IoT connectivity offering, Ericsson’s acquisition of Cradlepoint, and T-Mobile’s new Magenta for Business price plans all show that opportunities in mobility and IoT are alive and well.

Enterprise mobility has often seemed like a sedate market, because smartphones and tablets are so baked in to the communications arsenals of enterprises; new, innovative offerings from the ecosystem are few and far between as every flavor of managed mobility seems to already be available. Even IoT, which is still considered a huge growth opportunity, has suffered from being put in the “enabler” category, with providers worrying about flat revenues and being reticent to introduce new capabilities as they wait for 5G to bring it back into the light via “massive” connectivity requirements. Continue reading “Some Wild Weeks for Mobility”

Who’s Winning the Wireless Private Network Race?

K. Weldon
K. Weldon

Summary Bullets:

  • There has been a small but meaningful trickle of news on private wireless (cellular) network deployments over the last couple of years from a cast of characters ranging from CSPs to equipment vendors, SIs, and enterprises themselves. The latest CBRS auction has also uncovered likely new entrants, including companies that lack their own cellular networks or want to own and manage their own deployments.
  • Interest in providing private wireless networks is not new; after all, this is essentially what WiFi has been providing all along. But using 4G LTE and 5G (over licensed, unlicensed, or ‘lightly regulated’ spectrum) for these networks is creating excitement from a wide swath of the telecom market. Will companies buy it?

GlobalData has been tracking the private wireless network market for several years because it is potentially a major disruptive technology. It promises to partially displace WiFi and wireline connectivity – at least for those use cases that need more consistent signal strength, security, higher speeds, and lower latency, with support for in-building, campus, and hybrid environments such as manufacturing facilities, warehouses, sports stadiums, mines, oil and gas fields, ports, airports, and other transportation hubs. Continue reading “Who’s Winning the Wireless Private Network Race?”

Enterprise IoT Platforms Continue to Advance

K. Weldon
K. Weldon

Summary Bullets:

  • GlobalData completed its latest examination of the enterprise IoT platform market on August 26, which described, analyzed, and rated the top platforms in the market. This report focused on AWS, IBM, SAP, PTC, Microsoft, and Google.
  • These vendors added functionality over the last six months that included enhanced security, more automated processes for data ingestion, new analytics capabilities, integration with the vendor’s own or third-party software, vertical solutions, scalability and availability, and improved edge enablement.

IoT is a key growth market for a wide swath of technology solution providers and their business customers. As a result, the market for platforms that make IoT projects easier to deploy and manage, and more impactful to the companies deploying them, has grown significantly in size and scope over the past five years. There are hundreds of purported platforms on the market, but only a dozen or so stand out in the enterprise segment. These IoT platforms leverage data collected from devices and transform the data into meaningful, actionable information through filtering, visualization, and analytics. They also aid customers in building applications which use the data to help them automate processes and make decisions that transform their products, services, and business models, therefore enhancing their position in the market. Continue reading “Enterprise IoT Platforms Continue to Advance”

T-Mobile Opens Up (a Bit) About Its B2B Plans

K. Weldon
K. Weldon

Summary Bullets:

  • T-Mobile held an analyst briefing on August 14 to discuss its plans for T-Mobile for Business, which included its aims to engage SMBs, the public sector, large enterprises, and MNCs with a newly merged T-Mobile-former Sprint organization and a newly minted set of wireline and wireless network assets.
  • The meeting introduced the new B2B team, which draws from both companies, but the call focused more on the breadth and performance of the new T-Mobile’s 5G network and on ‘Un-carrier’’ benefits of transparency, lack of complexity, and cost avoidance than it did on actual enterprise offerings, leaving us hoping for more insights in the future.

It is understandable that T-Mobile is proud of its new network, which provides 14x more capacity than each operator had prior to the merger, as well as complementary network assets with which it is hoping to realize $43 billion in synergies. T-Mobile now has a 5G network that covers 250+ million people, and once its integration with Sprint’s 2.5GHz assets is complete, it can also compete well on other factors such as speed and latency. It also finally has a wireline network – to be run by former Sprint executive Mike Fitz – so, in theory, it will be able to offer more of a converged network portfolio to companies that want end-to-end network capabilities. T-Mobile loves to compare its new network to that of its rivals, noting that it has twice the spectrum of AT&T and three times the spectrum of Verizon. It points out that Verizon’s 5G footprint is still only in 35 cities, where it is using expensive mmWave spectrum, which does not provide expanded coverage benefits and which will require Verizon to use technologies such as DSS to enable it to share 4G and 5G spectrum to broaden its reach. Continue reading “T-Mobile Opens Up (a Bit) About Its B2B Plans”

Cloud-Network Convergence: Double-Edged Sword for Carriers, but an Opportunity Emerges in the Edge

M. Rogers

Summary Bullets:

  • Hyperscale cloud providers continue to invest in expansion of networking solutions and network adjacent partnerships with SD-WAN vendors and data center providers.
  • As hyperscale networking solutions become more advanced and the cloud edge moves closer to end users, some carriers may be crowded out of the cloud-network convergence market.

Hyperscale cloud providers and global network carriers have been building stronger relationships and deeper integrations around WAN and networking solutions. The partnerships are a natural fit as more enterprises move business-critical workloads to cloud platforms. These workloads require high-bandwidth, high-throughput, low-latency, secure, and reliable connections from virtually any location these days to connect to the major cloud platforms. Continue reading “Cloud-Network Convergence: Double-Edged Sword for Carriers, but an Opportunity Emerges in the Edge”

The Latest CBRS Auction Draws an Astoundingly Diverse Set of Applicants

Kathryn Weldon – Research Director, Business Network and IT Services – Americas

Summary Bullets:

• On July 23rd, the auction for Priority Access Licenses (PALs) for CBRS began; each PAL consists of a 10 megahertz channel in the highly coveted 3.55-3.65 GHz band. 22,631 licenses will be offered, with seven licenses available for each U.S. county (or census tract). So far the auction has resulted in 271 qualified bidders.

• The applicants are an astounding array of companies from mobile network operators and cable companies, to wireless Internet service providers, electric utilities, universities, and large enterprises. They are excited about using CBRS spectrum to supplement existing networks for public or private use, or to roll out their own networks without having to engage with a service provider. In either case, the auction may have a significant effect on public and private wireless networks and on the race to offer 5G.

CBRS spectrum has been talked about for years as an exciting opportunity for service providers that don’t own their own wireless spectrum to get some – and to get highly desirable spectrum in the mid-band where operators see faster speeds or better coverage than for low-band or high-band (mmWave) spectrum, respectively, for LTE or eventually 5G. In January 2020, licenses were granted to companies that want to be part of the CBRS ecosystem by becoming providers of Spectrum Access Systems (SAS) that are essentially frequency coordinators that allocate access to companies that want to be part of a complex spectrum sharing scheme. SAS licenses were granted to Amdocs, CommScope, Federated Wireless, Google, and Sony, companies that hope to gain revenues from CBRS for a variety of reasons in a variety of ways (including mobile device and CBRS equipment sales, professional services, and revenues from coordinating secondary market access from PAL licensees that want to resell their spectrum to other companies). GAA users are companies that use spectrum allocated by the SAS providers and are in the lowest tier of a set of three tiers (including GAA at the bottom, PAL in the middle, and, on top, the incumbent Department of Defense and Navy organizations that get highest priority use of the spectrum). GAA users can access any portion of the 3.5 GHz band not assigned to higher tier users. Continue reading “The Latest CBRS Auction Draws an Astoundingly Diverse Set of Applicants”

Unified Endpoint Management: Solutions Evolve with Advanced Security, Analytics, and App Enablement

Summary Bullets:

K. Weldon
K. Weldon

• GlobalData’s latest update on the unified endpoint management (UEM) market sees market leaders (such as VMware, MobileIron, and BlackBerry) adding differentiated capabilities to foster greater adoption.

• New offerings include support for IoT devices, app performance monitoring, usage analytics, and threat management. Easy on-boarding for a remote-first workforce and integration of multiple platforms are also important to UEM customers, as COVID-19 offers unique challenges.

While UEM discovers, manages, and secures mobile devices and governs those devices’ access to enterprise applications and data just like its predecessor enterprise mobility management (EMM), UEM also provides management and control functions for traditional desktops and laptops, IoT devices, and applications used on diverse end-points. UEM also offers a wide range of additional features including secure collaboration, file editing, sharing and cloud-based file storage, mobile app customization and deployment, analytics for mobile devices and applications, and IoT device and data management and security. UEM has emerged as a mechanism for organizations to unify management of mobile and traditional endpoints as well as provision applications across multiple platforms. Continue reading “Unified Endpoint Management: Solutions Evolve with Advanced Security, Analytics, and App Enablement”

AWS Outposts Availability in New Countries Strengthens AWS’ Presence and Drives Edge Computing in ASEAN

A. Amir

Summary Bullets:

  • AWS Outposts availability in ASEAN countries strengthens AWS’ presence in the region and enables it to capture the high-growth cloud opportunities there.
  • AWS Outposts and Wavelength will drive edge computing through stronger collaborations with partners, especially the telcos.

Launched late last year in select markets, AWS Outposts takes hybrid cloud to the next level by enabling enterprises to run AWS compute storage, database, and other services within their own premises or preferred third-party data centers. For more, please see AWS re:Invent 2019: AWS Announces General Availability of Outposts, but Must Demonstrate Management Competence (December 5, 2019). Recently, the provider added nine new countries, including emerging markets such as Malaysia and Thailand, making Outposts available to 50 markets through 22 regions to date. While competitors have their own approach (e.g., Azure Stack, Google Anthos, Alibaba Apsara Stack), AWS is a step ahead in its service availability globally and partner ecosystem. Continue reading “AWS Outposts Availability in New Countries Strengthens AWS’ Presence and Drives Edge Computing in ASEAN”

AWS Telco Symposium: 5G, Edge, and IoT Come Together

K. Weldon
K. Weldon

Summary Bullets:

  • AWS partners with telcos in four primary domains: digital transformation and modernization; applied AI/ML; business automation; and monetization of 5G, edge, and IoT. At a recent virtual symposium, presentations on each area were replete with solutions and use-case examples, shedding considerable light on the breadth of AWS’s vision.
  • 5G, edge, and IoT are increasingly linked as key technologies that work together for telco growth. The event illustrated how AWS is already playing a key role as a partner and enabler, helping telcos bring new solutions to light as 5G emerges, while expanding its own opportunities.

AWS held a half-day virtual symposium on July 8 that focused on its telco business; the solutions the hyperscaler and its partners detailed were extensive, highlighting how telcos of all shapes and sizes have extensive relationships with AWS. Carriers often depend on the provider for much more than cloud infrastructure. While these alliances are often synergistic and reciprocal (as telco relationships also are with Microsoft and Google), and clearly the two ‘camps’ of telco and cloud provider can’t quite live without the other, there is also some level of ambiguity/co-opetition as they offer joint or highly enmeshed solutions to many of the same enterprises. Continue reading “AWS Telco Symposium: 5G, Edge, and IoT Come Together”