MWC-2022-Whitepaper 2
MWC-2022-Whitepaper 2
Contents
1.1 Takeaways from MWC 22 – Five Key Announcements for 5G ............................ 2
1.5G Deployments Accelerating with an Eye on 6G Technologies .................. 3
Figure 1: Global Number of 5G Connections (m), 2021-2026 .................................. 3
Figure 2: Orange at Mobile World Congress 2022..................................................... 3
Figure 3: Nokia at Mobile World Congress 2022 ....................................................... 4
Figure 4: Jessica Rosenworcel, Chairman of the FCC, Speaking at MWC 2022 ....... 4
2.OpenRAN to Provide More Disruption to Operator Networks in 2022 ....... 5
ii. Announcements from Qualcomm........................................................... 5
Figure 5: Qualcomm at Mobile World Congress 2022 .............................................. 6
iii. Announcements from Dell ...................................................................... 6
iv. Announcements from NTT DOCOMO .................................................... 7
3. Private Network Solutions to Support New 5G Use Cases ........................... 7
Figure 6: Global Private Cellular Network Spend ($m), 2021 & 2022 ..................... 8
4. Launch of Rugged Devices to Support Expansion of Cellular IoT ................ 8
5. Chipset Competition to Increase in 2022, as MediaTek Targets New
Segments ................................................................................................................ 9
Figure 7: MediaTek at Mobile World Congress 2022 .............................................. 10
DISRUPTION IN TELCO IN 2022 5 KEY TAKEAWAYS FROM MWC 22 2
For more information on Juniper Research’s portfolio of covered topics, please visit our website.
The Key Takeaways from MWC 22 As demonstrated by figure 1, Juniper Research forecasts that the global number of
5G connections will reach 3.2 billion globally by 2026. With cellular data generated by
Assessed below are Juniper Research’s top 5 takeaways from this year’s Mobile World 5G connections forecast to reach 1.5 million Petabytes globally by 2026, it is in an
Congress in Barcelona. operator’s best interest to repurpose radio frequencies currently used for 2G and 3G
to reduce CAPEX, which can then be reinvested into more profitable 5G networks.
1. 5G Deployments Accelerating with an Eye on 6G Technologies
At MWC, Orange announced its plans to phase out 2G and 3G networks between
It was inevitable that 5G was the key focus for this year’s event. There were 2025 and 2030, in order to reallocate network spectrum to 4G and 5G connectivity. In
numerous announcements that focused on the growth of the technology, however, France, Orange plans to decommission 2G networks by the end of 2025, before
Juniper Research believes there was a single theme common amongst them: how sunsetting 3G networks by the end of 2028. Within Belgium, Luxembourg, Poland,
can current 5G networks and services be better monetised in 2022? Romania, Slovakia and Spain, Orange will switch off 2G and 3G connectivity by 2025
and 2030 respectively.
Figure 1: Global Number of 5G Connections (m), 2021-2026
Figure 2: Orange at Mobile World Congress 2022
3,500
3,000 3,200
2,500
2,000
Source: Orange
1,500
Juniper Research believes that strengthening 5G service offerings is key to Orange
meeting its goal of limiting CAPEX to €7.4 billion ($8.2 billion) during 2022, as
1,000 additional 5G service revenue from existing customers will be able to, at least
partially, offset the costs of developing standalone network infrastructure.
500
Additionally, Orange announced that it will partner with Ericsson and Nokia for the
provision of standalone 5G. Nokia’s core standalone network will be used for France
310
0 and Slovakia, whereas Ericsson’s 5G core network will be used for Belgium,
2021 2026 Luxembourg, Poland and Spain. This highlights the progression from non-standalone
launches, which still use core networks from existing 4G services, to a fully
Source: Juniper Research independent 5G network. In turn, this enables operators to fully leverage 5G
connectivity in both consumer and IoT sectors.
DISRUPTION IN TELCO IN 2022 5 KEY TAKEAWAYS FROM MWC 22 4
Orange will also work with Oracle Communications for 5G core signalling and Notably, during the event, Telefónica and Vodafone called on governments in Europe
routing, and harness Nokia’s subscriber technology, across all countries. Further to support further 5G investment. Juniper Research believes that, whilst the
testing is planned during 2022, with deployments scheduled for 2023. With 5G advanced data capabilities of 5G standards will drive adoption in areas such as
service revenue due to exceed $600 billion by 2026, standalone network services mobile gaming and immersive reality, there is also a need for spectrum at affordable
clearly represent a lucrative opportunity for operators. prices to provide operators with an achievable path to securing a return on their
investment. This will help reduce the connectivity gap, a term used to describe
In addition, Nokia used MWC as an opportunity to launch a number of solutions scenarios in which rural areas and underserved population fail to gain access to
geared towards supporting operator deployment of 5G services, including its UBT-T connectivity services.
XP Dual Band solution, an extension of its Managed Services portfolio, Intelligent
RAN Operations with machine learning capabilities and a 5G Edge Slicing solution in Figure 4: Jessica Rosenworcel, Chairman of the FCC, Speaking at MWC 2022
collaboration with Cellcom and Telia. Juniper Research anticipates that operator
deployment of standalone 5G services will accelerate over the next 12 months, using
solutions developed by hardware vendors to reduce time-to-market and capital
expenditure.
This problem is particularly prevalent in the US, a country with a large geographical
area that has struggled to provide sufficient connectivity to the rural population. In
Source: Nokia via EE Times response, the Chairman of the FCC (Federal Communications Commission), Jessica
Rosenworcel, announced that the next auction of mid-band spectrum will take place
within the US in July 2022, which will extend 5G services to more rural areas. The FCC
DISRUPTION IN TELCO IN 2022 5 KEY TAKEAWAYS FROM MWC 22 5
will also work with federal partners to commercialise spectrum, to make 3.1GHz to
3.45GHz band available. The issue of providing better connectivity to rural areas is
5G Smartphones: Trends, Regional Analysis & Market Forecasts
not one that has been tackled to a significant enough degree; whilst 5G was initially 2021-2026
claimed as an ideal last-mile solution, it has become increasingly evident that further
investment will be needed from regulatory bodies to assist in closing the connectivity
gap.
On a more future-forward theme, the FCC also highlighted the need for operators in 2. OpenRAN to Provide More Disruption to Operator Networks in
the US to plan ahead for 6G by developing new spectrum management policies, and 2022
ensuring the efficient use of wireless services. Earlier this year, US mobile carriers
OpenRAN has long been a topic of discussion for the telecommunications industry,
requested $5.6 billion in funding from the FCC, in order to replace Huawei 5G
however with no defined standards forcing operators to implement it, progress has
infrastructure within their networks. In light of the aforementioned announcement at
not reached the levels expected of it. However, both NTT DOCOMO and Qualcomm
MWC, Juniper Research expects operators in the US to upgrade current network
announced solutions to support OpenRAN adoption within operator networks during
infrastructures, in order to secure funding. This does not only allow for the
this year’s MWC event.
development of current technology, such as the improved low latency and high
speed of 5G networks, but it also shows that the operator has the ability to adapt A significant impact of OpenRAN is its ability to accelerate the rate of connecting
and innovate to support potential next-generation technologies, most notably 6G. devices to cellular networks. Juniper Research views these use cases as key to
developing new revenue streams that leverage existing 5G networks.
Although 6G is still a concept and there are no existing plans in place for its creation,
its eventual development may see the US miss out on being amongst the first Significant announcements are listed below:
countries worldwide to innovate with this technology. For example, once the
standards for 6G technologies are more substantial and network vendors such as ii. Announcements from Qualcomm
Huawei, Ericsson and Nokia begin to develop infrastructure hardware to deliver 6G
Qualcomm will launch Snapdragon Connect, a certification that will be awarded to
connectivity, if Huawei become the first company to successfully do this, then this
consumer devices that offer superior wireless connectivity, including 5G, Bluetooth
will be problematic for mobile operators in the US, and other countries that have
and Wi-Fi. It was announced that Snapdragon Connect will initially cover
placed limitations on Huawei’s network involvement, as they will need to spend
smartphones, laptops, VR/AR headsets and handheld gaming systems, with
additional resource in testing new network vendors and ensuring interoperability
Qualcomm planning to expand the qualification to connected cars and wearables in
with existing networks and cores.
the future.
Related research:
It was also announced that Qualcomm will extend its partnership with Microsoft in
order to develop a ‘chip-to-cloud’ solution that is compatible with Azure software.
The partnership will combine Qualcomm’s 5G technology and hardware ecosystem
5G Monetisation: Business Models, Strategic Recommendations &
with Microsoft’s edge computing capabilities, including the Azure Private 5G core.
Market Forecasts 2021-2026
This solution will enable enterprises to realise 5G and edge computing ambitions;
expanding an existing partnership between Qualcomm and Microsoft.
DISRUPTION IN TELCO IN 2022 5 KEY TAKEAWAYS FROM MWC 22 6
Juniper Research views edge computing as a key technology that enables 5G In comparison, sub-6GHz spectrum bands can propagate over a longer distance, are
networks to deliver the expected services underpinned by cellular technology. Whilst cheaper to deploy and are therefore suited for more rural areas. Therefore, Juniper
edge computing has been explored for some time, its commercial applications are Research believes that successful 5G deployment across all countries will rely on a
often limited by the substantial investment needed. However, partnerships such as combination of sub-6GHz spectrum and mmWave to cover both rural and urban
this between Qualcomm and software providers will provide an environment that is environments.
far more virtualised and will provide significant operational cost savings.
iii. Announcements from Dell
Qualcomm also announced a strategic partnership with Mavenir, a network software
provider, to expand Mavenir’s OpenBeam OpenRAN portfolio which includes Dell announced the launch of its open telecommunications ecosystem platform, a
mmWave and massive MIMO (multiple-input, multiple-output), with the latter solution that aims to open up network accessibility and accelerate the adoption of
performing better throughput and spectrum efficiency. OpenRAN Technology. The Dell Telecom Multi-Cloud Foundation includes hardware,
software and services to aid operators in the transition from traditional RAN to
Juniper Research believes that operators must harness both sub-6Ghz spectrum and OpenRAN technology. This solution also offers integration with specialised software
mmWave in order to ensure the successful deployment of public and private providers, such as RedHat, VMWare and Wind River.
networks. Whilst mmWave offers a larger amount of bandwidth and can therefore
support a high density of connections, it is costly to deploy and has a low level of
propagation. Whilst OpenRAN is not necessarily a new concept, its presence
Figure 5: Qualcomm at Mobile World Congress 2022 at MWC this year highlights that further investment into the
network technology is inevitable in 2022.
Whilst traditional RAN solutions often require operators to work with a single
network vendor, OpenRAN solutions enable operators to engage with several
vendors across their networks. This prevents vendor lock-in and allows smaller
vendors to enter the market, who may be able to offer a more cost-efficient option to
operators. If operators are able to reduce their everyday operating costs, a higher
proportion of resource is available for investment in, and offset costs associated with
the deployment of, upgrading networks to 5G and exploring innovative new
concepts, such as 6G connectivity.
The entry of new vendors into the ecosystem will also enable operators to work with
more specialised providers, who may be in a position to offer intelligent solutions.
This will become increasingly important, as the surface area of 5G networks
increases, and the potential attack surface for fraudulent activity also increases.
In addition, the entry of new vendors strengthens supply-chain resilience through the partnerships with manufacturers of flagship smartphones, the inclusion of MediaTek
prevention of vendor lock-in. The implications of vendor lock-in are exemplified by will allow the OREC to reach more vendors within the Asia Pacific region.
the ban of Huawei infrastructure in the US, which has caused significant financial
ramifications for operators and regulatory bodies alike. Whilst the OREC primarily includes stakeholders within the US and the Far East,
Juniper Research urges NTT DOCOMO to pitch membership to international partners
Juniper Research anticipates that the benefits afforded by OpenRAN infrastructure in order to gain a global footprint and encourage smooth OpenRAN deployment
will encourage operator adoption, leading to the development of interoperable worldwide.
software and hardware.
Related research:
advantages of Wi-Fi in indoor environments. Juniper Research believes that this Related research:
functionality will prove most useful in environments with a high density of
connections, such as ports and connected factories; enabling low-latency data
transfer, whilst also supporting a large number of connected devices. Private Cellular Networks: Spectrum Assessment, Business
Models & Forecasts 2021-2026
Figure 6: Global Private Cellular Network Spend ($m), 2021 & 2022
$10,000
existing partnerships with Motorola and CAT, in order to raise awareness of the Security solutions that ensure TLS (Transport Layer Security) connectivity between
solution within the industry. the device and the outside service will also become increasingly important, given the
continued threat of cyberattacks. These advanced security services will attract
In previous years, many of these IoT use cases were deemed irrelevant by IoT industrial customers seeking to protect their connected networks, especially if they
platforms, mainly down to the small scale of operations. This gave rise to IoT handle sensitive data.
integrators, who would work with IoT platforms to create bespoke IoT packages to
serve these niche areas of demand. However, as technologies such as 5G, Wi-Fi 6 and Therefore, Juniper Research anticipates that the development of rugged hotspot
machine learning have become more affordable, demand from these areas have devices will position the Bullitt Group and HTC well to capitalise on the growth of
grown. Once you take into account the aggregation of these niche areas, the market eSIM installations and private network technology amongst connected industries;
opportunity is substantial. Juniper Research believes that 2022 will be the year in representing a lucrative opportunity for these vendors.
which device vendors fully realise this, with new rugged devices, or devices that suit
specific requirements, being developed. Related research:
HTC used MWC as an opportunity to announce the launch of the Reign Core, a
portable, private 5G solution. The Reign Core was developed in collaboration with the Cellular IoT: Strategies, Opportunities & Market Forecasts 2022-
HTC subsidiary, G Reigns, and Supermicro. Based in the US, Supermicro is an IT 2026
company specialising in storage, cloud and AI infrastructure. The Reign Core 5G
product is compatible with OpenRAN; allowing organisations to combine
‘off-the-shelf’ hardware components with software programs to create their own
private 5G solutions. Like Bullitt’s CatQ10 hotspot, Juniper Research anticipates that 5. Chipset Competition to Increase in 2022, as MediaTek Targets New
HTC’s Reign Core will benefit industrial customers operating in geographies where Segments
operator-led 5G coverage is unobtainable or the cost of using public networks
provides less return on investment. Traditionally, Qualcomm and MediaTek have been regarded as the most significant
players in the Android chipset market. Based in the US, Qualcomm is a multinational
In addition to their extended coverage, organisations may also wish to implement provider of wireless telecommunications products.
private networks due to the technology’s enhanced security. By using private
networks, data transfer becomes much less risky and, therefore, these networks are Juniper Research believes that MediaTek’s impressive growth in revenue from
ideal for the storage and processing of sensitive data. If security is a priority, 2020-2021 was caused by the trade restrictions imposed on Huawei by the US
enterprises may wish to implement eSIM connectivity in addition to the use of government over security concerns. As a result of these US constraints, the
private networks. operations of HiSilicon Technologies – a Chinese-based semiconductor manufacturer
that operates as a wholly owned subsidiary of Huawei – were significantly disrupted.
Value-added services can be integrated within the eSIM itself via applets, which are
enabled through the eSIM’s support of Java applications, USIM toolkit functions and This presented MediaTek with the perfect opportunity to increase their market share,
GlobalPlatform features. These value-added services can be used by operators to with smartphone manufacturers such as Xiaomi, Oppo and Vivo now looking to
address key customer concerns, such as connectivity strength and security. For alternative vendors for the provision of Android chipsets.
example, value-added services can be used to address the issue of device security.
DISRUPTION IN TELCO IN 2022 5 KEY TAKEAWAYS FROM MWC 22 10
At MWC 2022, both Qualcomm and MediaTek announced the release of new chipset As restrictions imposed by the COVID-19 pandemic are lifted, and the hospitality and
hardware that provide 5G connectivity. Qualcomm announced the launch of its entertainment industries begin their recovery, the ability for smartphone devices to
Snapdragon X65 and X62 Modem-RF systems, which are geared towards supporting offer high-speed connectivity in high-density environments will prove increasingly
remote and hybrid working through the provision of ‘always on’ connected PCs. In important to consumers. Notably, these chipset announcements at MWC have been
comparison, MediaTek announced two new premium chipsets for 5G mobile devices: accompanied by the launch of 5G-enabled smartphones by a number of Android
the Dimensity 8000 and Dimensity 8100. manufacturers, including TCL, Xiaomi, Honor, OnePlus and ZTE.
Figure 7: MediaTek at Mobile World Congress 2022 Whilst the majority of flagship, higher-end Android devices offer 5G connectivity, the
aforementioned devices are targeted at the mid-range of the market. Juniper
Research believes that this investment amidst hardware manufacturers has emerged
in response to operators ramping up their roll-outs of 5G SA (standalone) roll-outs,
with vendors now able to achieve a return on investment through 5G-enabled
devices. Moreover, these launches appear to signify the chip shortage that plagued
smartphone manufacturers during the COVID-19 pandemic, which was triggered by
an increased demand for connected consumer devices, is coming to an end. In
addition, Juniper Research notes that a number of manufacturers, including Lenovo
and TCL, have announced the launch of 5G-enabled laptops and tablets respectively.
Lenovo, for example, launched its ThinkPad X13s laptop, which harnesses
Qualcomm’s Snapdragon 8cx Gen 3 compute platform to deliver mmWave 5G
connectivity.
Juniper Research was founded in 2001 by the industry consultant Tony Crabtree, in
the midst of the telecoms and dot-com crash. The business was fully incorporated in
February 2002, and has since grown to become one of the leading analyst firms in
the mobile and digital tech sector. Scarlett Woodford, Senior Analyst