Dean Bubley, Disruptive Analysis.
The telecoms industry loves to claim that 5G will disrupt and transform industries. What it hasn’t realised is that the first industry that will get disrupted is telecom itself. New local or shared spectrum bands (such as CBRS in the US), programmable cloud-based cores, eSIM and various other enablers are making it much easier for enterprises, IT companies, cities and Internet/cloud players to build their own private 4G – and soon 5G – networks.
That’s not to say it’s as simple as installing Wi-Fi, but for various organisations from airports to oil companies to hospitals, it’s becoming a more realistic proposition. There are also various hybrids, where telcos can sell “slices” or local/enterprise MVNO deals, or allow companies to just run a separate private core network. Add in a new set of wholesale models (called Neutral Host), and the future wireless operator landscape looks very different from today.
We’re seeing the democratisation of “programmable cellular networks”.
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TADSummit Closing Keynote: BYOSpectrum – Why private cellular is a game-changer
1. BYOspectrum: Why Private Cellular is a Game-Changer
Dean Bubley, Disruptive Analysis
TADSummit, Chicago, 15-16 October 2019
dean.bubley@disruptive-analysis.com @disruptivedean
Image credits: Pixabay.com / Dean Bubley
2. Dean Bubley & Disruptive Analysis
Tech/telecom analyst & strategic consulting since 1991
Advisor to telcos, regulators, vendors, investors, government
Futurism, Forecasting, Anti-Forecasting, Policy
Cross-silo, contrarian, independent
Copyright Disruptive Analysis Ltd 2019October 2019
Network Tech, Policy
& Business Models
Communications
Apps & Services
Telecom-Futurism
Industry Analyst
Consulting &
Reports
7. Three major trends catalysing enterprise cellular
Copyright Disruptive Analysis Ltd 2019October 2019
4G > 5G
Small cells
& cloud
New
(local)
spectrum
models
New applications &
opportunities for indoor,
private & enterprise
wireless
Cloud cores,
eSIM, tools &
enablers
URLLC, slicing,
edge compute
Allowing enterprises
to build private
networks, or new
shared/neutral SPs
8. Spoiler: this isn’t actually a new idea
Copyright Disruptive Analysis Ltd 2019October 2019
2G > 3G Picocells
New
(local)
spectrum
models
9. New enterprise-centric spectrum models & bands
Localised / indoors / near-term
US CBRS (low power class A)
MulteFire / 5G-U (no devices yet)
5GHz, 2.4GHz, 1.9GHz (Japan)
UK proposed local 50m radius
licenses at 1.8GHz / 2.3GHz
mmWave
Licensed, esp. 26 / 28 / 32 / 37 GHz
Unlicensed 60GHz (Wi-Fi)
Indoor unlicensed @26GHz etc
6GHz (probably unlicensed)
Germany 3.7-3.8GHz (industrial)
Macro / outdoor / longer term
Utility / rail allocations <1GHz
Dutch 3.5GHz
France 2.6GHz (TETRA replacement)
Japan mmWave / China etc
UK (& maybe US) 3.8-4.2GHz
Other Europe may follow Germany
US CBRS high-power class B
MNO 3/4/5G bands secondary use:
2.1GHz, 2.6GHz etc
Secondary use as licence condition
Copyright Disruptive Analysis Ltd 2019October 2019
10. Private cellular networks have a broad range of scales
50m 500m 5km 50km 500km
Private / vertical network scale
Office building
Hotel
Shopping mall
Stadium
Ships
Warehouse / logistics
Finance trading floor
Inside data centres
Hospital complex University
campus
Industrial plant
Airport
Port
Theme park
Business park
Music festival
Smart city
Mining
Oil & gas
Military tactical
Agricultural
Rural neutral host
County-level network
Remote office / retail
Rail network
Highways
Public safety
Utility grid
National wholesale
High-frequency trading
Potential number of networks per major country
1-1010-100100-10001000+
Copyright Disruptive Analysis Ltd 2019October 2019
11. Enterprise: multiple indoor use-cases, various requirements
Copyright Disruptive Analysis Ltd 2019October 2019
Public MNO indoor coverage (or offload)
Use of DAS, small cells, WiFi for indoor
coverage of MNO mobile broadband services
Local / Guest IT LAN & Internet access
Mostly Wi-Fi for accessing cloud/web/compute
Local IoT (static)
Various techs for sensors, other fixed IoT
Mix of Wi-Fi, BT, LoRa, NBIoT etc
Local IoT (mobile)
Devices that move or need indoor/outdoor coverage
Local OT (operational / critical / industrial)
Very high reliability / low latency / deterministic
Local voice / comms
Walkie-talkies, 2-way radio etc
Edge
Also: Wide-Area Enterprise
Wireless not covered here
12. Many “moving parts” for private/neutral 4G/5G networks
Copyright Disruptive Analysis Ltd 2019October 2019
Shared,
local &
unlicensed
Spectrum
IoT / MVNO
/ MVNE
platforms
Small
Cells, WiFi,
cabling
eSIM &
RSP
Backhaul /
Transport
Network
Cloud OSS
/ BSS &
edge-
compute
Number
ranges &
MNCs
Roaming &
Inter-
connect
Devices &
chipsets
Voice, PTT,
video,
messaging
Physical
design,
integrate &
build
For example, how will realtime charging, bundled content, voice calls
or network slicing work while a user roams onto a neutral host?
NFV & SDN
Content &
app partners
Core
network
(EPC or
5GC SA)
Timing
sync
13. Multiple architectures for private / telco & hybrid networks
Source: 5G-ACIAUnknown: When is 5G
Standalone New Core ready
for enterprise deployment?
Copyright Disruptive Analysis Ltd 2019October 2019
14. Fully private cellular networks are not the only answer…
Private
Wi-Fi &
LPWAN
Enterprise-
focused
MVNO
Enterprise
own MVNO
MNO
custom
network
slice
MNO 3rd
party
network
slice
SliceaaS
Enterprise /
vertical
private core
network
3rd-party
Neutral
Host
mobile
network
Enterprise
private
mobile
network
Copyright Disruptive Analysis Ltd 2019October 2019
Plus many hybrids & variations (eg spectrum /
asset ownership, outsourcing)
Voice /
UC
centric
IoT
centric
Each enterprise model will have its own edge-compute approach
15. Wi-Fi Competitiveness Scorecard vs. alternative networks
Copyright Disruptive Analysis Ltd 2019October 2019
ProblematicOptimal
ProblematicOptimal
ProblematicOptimal
ProblematicOptimal
ProblematicOptimal
In-Home
Office
Public
Industrial
Outdoors
& mobile
Wi-Fi: whole home
Wi-Fi: poor logonWi-Fi: easy logon
Wi-Fi: single AP
Wi-Fi: enterprise
Wi-Fi: general Wi-Fi: safety critical
Wi-Fi: limited
4G/5G flat-rate
4G flat-rate
4G metered
4G metered
Fibre / Niche 4G private
4G MBB 4G NB-IoT
Wired Ethernet Indoor 4G/5G
Satellite
?
Private 5G
+TSN?
5G MBB
16. Many interpretations of “neutral host”
Copyright Disruptive Analysis Ltd 2019October 2019
Source: Telet Research
Source: Dense Air
Source: Dean Bubley
Source: BT Wholesale
Source: JMA
17. Possible Indoor / private cellular timelines
2019
• Big push by
neutral host
providers
• Focus is
building owners
paying for multi-
MNO indoor
coverage
• MNO spectrum
• Some private
LTE at industrial
/ outdoor sites
• CBRS initial
deployments &
trials
2020
• CBRS starts in
US, mix of
MNOs for extra
spectrum +
some private
• UK-style local
licences begin
adoption
• Europe private
4G as pre-
cursor to 5G
• US 6GHz WiFi
(& 5G??)
2021
• mmWave small
cells maturing
for MNOs
• European
industrial 5G eg
Germany
3.7GHz (SA??)
• New vertical
MNOs emerge
• Neutral CBRS
in offices /
hotels / MDUs
• Growing “in a
box” 4G / 5G
options
2022
• Simpler self-
install private
5G-U products
emerge?
• Europe adopts
CBRS-type
model?
• 5G + MEC +
slicing for
enterprise
networks?
• Many
unknowns
Copyright Disruptive Analysis Ltd 2019October 2019
18. 5G will drive transformation of telecom itself
Copyright Disruptive Analysis Ltd 2019October 2019
National
MNO #1
National
MNO #3
National
MNO #4
TowerCo’s MVNOs
Consolidated national
MNOs
National
MNO #1
City
MNO
Hybrid MNO /
MVNO
Vertical /
industrial
MNO
Transport
MNO
Military /
Public
Safety
MNO
National
MNO
Rural or
indoor
neutral
host
4G-Era Mobile Operators 5G-Era Mobile Operators