OSN Bay Area Feb 2019 Meetup: The Kerton Group, Open Source & 5G
•Download as PPTX, PDF•
1 like•424 views
Open source networking is gaining acceptance among carriers for 5G and edge networks due to its potential benefits of faster innovation, lower costs, and increased interoperability. While carriers remain cautious over risks, open platforms could allow new types of partners and business models. Significant venture funding is going towards startups in open source networking, particularly for opportunities in 5G and edge deployments which represent new, greenfield environments. However, carriers still have concerns around management, orchestration, integration and security when adopting open source technologies.
Report
Share
OSN Bay Area Feb 2019 Meetup: The Kerton Group, Open Source & 5G
- 1. Open Source & 5G 6 February, 2019 by Derek Kerton Managing Partner
- 2. Introduction • Chairman, The Telecom Council – www.telecomcouncil.com • We help major global telecoms and vendors interact and partner with innovators, seeking faster Time-to- contract • Run topical telecom meetings in Bay Area for scouting and dealmaking. Copyright: The Kerton Group, 2019
- 3. What The Telecom Council Sees • Carriers enthusiastic about benefits of Open Source Networking • …while still holding concerns about the risks – Risks < Rewards • This has driven a wider culture of acceptance for new ideas, methods, and partners. • Capital exists for funding new ventures in the Open networking space • But still not as “hot” as smartphone Copyright: The Kerton Group, 2019
- 4. Interop Benefits of Open Networking • OPNFV and similar standards promise a higher degree of Interop • Verification Programs reduce carrier downside risks, speed time- to-market • Network Operators can seek applications and services from more and smaller partners, with reduced risks. • Startups can built off the existing Open platforms, lowering costs • Multi-Vendor Open Ecosystem Copyright: The Kerton Group, 2019
- 5. Delivering Agility • On the customer-facing side, network operators can offer consumers and enterprise customers more services – Customized services – More choice – Quickly provisioned – Value-added, more revenue – Fast fails, too. Copyright: The Kerton Group, 2019 Enjoying the fruits of a fast fail (hopefully exaggerated)
- 6. Opportunities for New Entrants • With faster time-to-market and lower* risks from verified interop, operators become more willing to engage with innovative startups • More ideas tried • More successful ideas • More value creation and successful startups. Copyright: The Kerton Group, 2019
- 7. By The Numbers • AT&T committed $200m to VC funding of ONAP startups • SnapRoute raised $25M, included Microsoft Ventures • Cumulus Raised $43M Series D last year, included Telstra Ventures • Big Switch raised a $48M Series C • Pluribus Networks raised $50M @ a $300M valuation • Juniper Networks committed $50M to a venture fund focused on "the New Network" Copyright: The Kerton Group, 2019
- 8. “Vendorification” of Open Networking • Carriers are accustomed to working with vendors – “One throat to choke” – Simple escalation • “Open” tech was a culture shock • Strategies like the Linux Foundation re-org of 6 separate Open initiatives under “LF Networking” umbrella is a healthy evolution, re-centralizing disparate Open initiatives – Drives more collaboration between projects Copyright: The Kerton Group, 2019 Obviously, this is never going to be as simple as the old single vendor model, but seeks to mimic some of the advantages
- 9. 5G • 5G, as an overlay, offers greenfield-like opportunities to deploy Open Networking – So we see examples like the Nokia-AT&T collaboration on 5G RAN using Open tech – Aligns with the O-RAN target architecture Copyright: The Kerton Group, 2019 Verizon’s 8 “currencies” of 5G
- 10. The Core and The Edge • Like 5G, EDGE Networking is new, so is a good place for new solutions like Open Networking • While the core could also benefit, several barriers impede progress – Higher risk to core products – Massive SI work – Legacy hardware and plant Copyright: The Kerton Group, 2019
- 11. Greenfield At The EDGE • Rolling out open source whiteboxes at the cell sites decouples hardware and software – Verizon used it to cut latency in half in a 5G trial in Houston, performing Facial recognition at the edge. – AT&T is deploying white boxes at the edge, and has a test bed here in SV, working with the Linux Fondation Copyright: The Kerton Group, 2019
- 12. Lingering Risks and Concerns • Carriers still have fear and reluctance towards Open Networking – Management (OA&M) – Orchestration • Single pane of glass? – Integration • No-code coding – Support – Security (and it’s integration) Copyright: The Kerton Group, 2019
- 13. Fin Thank You Derek Kerton Managing Partner, Kerton Group Chairman, Telecom Council Founder, Autotech Council www.kertongroup.com @derekkerton