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The 5G era is coming, telecom operators have opportunities
Source：本站Time：2018/9/25 17:17:50
Chinese cloud computing industry has experienced vigorous growth in the past few years and the ecosystem has prospered rapidly. In terms of market size, the size of Chinese cloud computing market in 2017 is close to 70 billion yuan, with an annual growth rate of 28%. It is expected to reach 680 billion yuan by 2020. As early participants in the field of cloud computing, the three major domestic operators are currently facing more intense market competition and service challenges.
(1) The proportion of telecom operators in the domestic public cloud market is decreasing.
In terms of the current IaaS revenue in the domestic cloud computing market, IDC announced that the growth rate of Chinese public cloud IaaS in 2017, AWS and Tencent Cloud grew at a faster rate, reaching 152.33% and 136.76%. Alibaba Cloud due to the base Larger, although the growth rate is less than 100%, but the share is still considerable. The telecom operators are falling from the public cloud IaaS market share of 20.7% in 2015 to less than 15% today. With the gradual saturation of the IaaS market, the industrial structure continues to be optimized, and the demand for PaaS and SaaS markets continues to increase. Considering the disadvantages of operators in the upper-level cloud services, they will face even more severe challenges in the future.
(2) Telecom operators still have a competitive advantage in the domestic private cloud market.
In June 2018, with the 5GPP ruling passed the 5G NR independent networking function standard, the first subset of the 5G standard R15 was officially born, a series of 5G second phase new projects were approved, and 3GPP Release 16 was also accelerated. At the same time, domestic operators have also shown a 5G timetable: It is planned to realize the official commercialization of 5G networks by 2020, and the 5G era is coming soon. 3GPP defines three major application scenarios for 5G, namely eMBB (Enhanced Mobile Broadband), mMTC (Massive Machine Communication) and uRLLC (Super Reliable Low Latency Communication). eMBB corresponds to large-capacity mobile broadband services such as 3D/Ultra HD video; mMTC corresponds to large-scale Internet of Things services; URLLC corresponds to services such as driverless, industrial automation that require low latency and high reliability. In fact, the opportunities brought by 5G and 5G have greatly surpassed the existing communication industry ecosystem. It is foreseeable that the emergence of new networks and innovative services will inevitably promote the further upgrading of the current cloud computing industry.
(1) The new business will inevitably lead to a comprehensive upgrade of cloud services.
5G will provide users with more immersive business experiences such as ultra high definition video, next generation social networks, VR and AR. At the same time, 5G will be deeply integrated with IoT scenarios such as Internet of Vehicles, Industrial Internet, Smart Medical, and Smart Home. In order to adapt to these new services, cloud services must be upgraded to meet the needs of next-generation services. For example, AWS Greengrass is a cloud service IoT solution provided by cloud service providers to meet the application needs of IoT scenarios.
(2) High network requirements will inevitably lead to a comprehensive upgrade of cloud service quality.
5G's new features in ultra-large bandwidth, low latency, flexible connectivity and network slicing will be met through technological innovation and collaborative development in both network architecture and infrastructure platforms. In terms of network architecture, control forwarding and separation and control function reconstruction are realized by accessing the cloud, controlling the cloud, and forwarding the cloud, simplifying the structure, and improving the access performance. On the infrastructure platform, constructing a carrier-class cloud platform to implement the upper-layer virtual network. The service bearer, at the same time, through network service orchestration, solves the problems of high cost of existing infrastructure, inflexible resource allocation, and long service line-up period.
(3) High-input network construction will inevitably lead to a comprehensive upgrade of cloud deployment.
Network evolution needs to maintain the continuity of existing network services, and it is possible to protect existing investments as much as possible while preserving space for future business development. The huge capacity and agility demand in the 5G era has promoted the densification of base stations. The number of base stations required for 5G construction is large and the amount of investment is large. Whether it is from the perspective of saving investment, or in terms of business flexibility and innovative support, cloud deployment in the 5G era is inevitable.
The road of cloudization of telecom operators in the 5G era needs to be attacked on all sides
For the 5G era, the cloudization path of telecom operators needs to be comprehensively upgraded from four aspects: network architecture, infrastructure, service services and operation modes. It is based on the network capability openness while meeting the network needs of future convergence application scenarios. In the capability platform and cloud service field, we must increase investment in innovation and accelerate the launch of cloud services for vertical industries to adapt to the upcoming digital economy era.
(1) Accelerate the reconstruction of a comprehensive cloud network in terms of network architecture.
Telecom operators need to accelerate the construction of a "data center-centric" network architecture. All network functions and business applications run on the cloud data center, and build three layers including the infrastructure layer, network function management layer and network service layering layer. The telecom cloud platform, a new type of data center in the form of cloud, a new type of network for intelligent network scheduling, and a new brain for global network management and management, together form a new network architecture, thereby realizing network cloud, business cloud and operation cloud.
(2) In terms of infrastructure, relying on multiple access edge computing (MEC) to accelerate the application of the landing.
The telecom carrier network needs to use cloud deployment to sink the core cloud to the client. The service data does not need to be sent back and forth to the core data center hundreds of kilometers away, and only needs to be transmitted to the edge data center room or base station closer to the user. Processing can be done, thereby reducing network latency to meet future 5G real-time service delivery. At the same time, with the help of MEC, we will accelerate the integration of the industrial ecosystem, explore new business scenarios, explore business models, and promote the application of services to vertical industries.
(3) In terms of business services, build a cloud network integration support system and launch a cloud + network integration service.
Based on the network, telecom operators should build a new operation service system for the industry around cloud networking, cloud networking, cloud private line, cloud broadband and other cloud network integration products and services, realize the acceptance of cloud network convergence products, and open agilely. . At the same time, with the network connection as the center, the upstream customers are provided with network connection services for industry applications, and the downstream vendors realize the integration of the partner cloud service capabilities and the operators' own network services, and build a cloud network ecosystem that belongs to the carrier characteristics.
(4) In terms of operational model, it gradually shifts to vertical industry cloud solution providers.
Compared with other enterprise projects in the cloud computing industry chain, telecom operators have the advantage of having a large data center and network broadband, and are better at building a complete chain from terminal to network to computing. By providing a complete set of industry-oriented cloud service solutions, the cloud computing value chain built by telecom operators will become a clear manifestation of their own differentiated advantages. Therefore, in the 5G era, telecom operators should customize their technology and business strategies around their own advantages and build an operational support system for vertical domain cloud solutions for the industrial Internet.
The 5G era is approaching, and cloud computing will usher in a new round of outbreaks. For telecom operators, opportunities and challenges coexist. If you want to occupy a place in the domestic cloud computing field, you must be accurate while driving innovation and development. Grasp the market demand, seek diversified cooperation, and build a benign ecosystem to achieve continuous growth in business income.
(1) The proportion of telecom operators in the domestic public cloud market is decreasing.
In terms of the current IaaS revenue in the domestic cloud computing market, IDC announced that the growth rate of Chinese public cloud IaaS in 2017, AWS and Tencent Cloud grew at a faster rate, reaching 152.33% and 136.76%. Alibaba Cloud due to the base Larger, although the growth rate is less than 100%, but the share is still considerable. The telecom operators are falling from the public cloud IaaS market share of 20.7% in 2015 to less than 15% today. With the gradual saturation of the IaaS market, the industrial structure continues to be optimized, and the demand for PaaS and SaaS markets continues to increase. Considering the disadvantages of operators in the upper-level cloud services, they will face even more severe challenges in the future.
(2) Telecom operators still have a competitive advantage in the domestic private cloud market.
With the natural advantages of cloud network infrastructure and government industry resources, domestic telecom operators have benefited from the active cloud market of government cloud, medical cloud and financial cloud in the past two years, and have gained a lot in private cloud projects. In the TOP50 of the 2018 private cloud enterprise rankings, China Telecom, China Unicom and China Mobile, the three major domestic operators, are in the top 10 of the list. At the same time, it should be noted that traditional software and hardware equipment providers represented by Huawei, Xinhua III, and Inspur are still in the leading position. Public cloud service providers represented by Ali and Tencent have also begun to enter the private cloud. In the field, competition in the domestic private cloud market will intensify in the future.
In June 2018, with the 5GPP ruling passed the 5G NR independent networking function standard, the first subset of the 5G standard R15 was officially born, a series of 5G second phase new projects were approved, and 3GPP Release 16 was also accelerated. At the same time, domestic operators have also shown a 5G timetable: It is planned to realize the official commercialization of 5G networks by 2020, and the 5G era is coming soon. 3GPP defines three major application scenarios for 5G, namely eMBB (Enhanced Mobile Broadband), mMTC (Massive Machine Communication) and uRLLC (Super Reliable Low Latency Communication). eMBB corresponds to large-capacity mobile broadband services such as 3D/Ultra HD video; mMTC corresponds to large-scale Internet of Things services; URLLC corresponds to services such as driverless, industrial automation that require low latency and high reliability. In fact, the opportunities brought by 5G and 5G have greatly surpassed the existing communication industry ecosystem. It is foreseeable that the emergence of new networks and innovative services will inevitably promote the further upgrading of the current cloud computing industry.
(1) The new business will inevitably lead to a comprehensive upgrade of cloud services.
5G will provide users with more immersive business experiences such as ultra high definition video, next generation social networks, VR and AR. At the same time, 5G will be deeply integrated with IoT scenarios such as Internet of Vehicles, Industrial Internet, Smart Medical, and Smart Home. In order to adapt to these new services, cloud services must be upgraded to meet the needs of next-generation services. For example, AWS Greengrass is a cloud service IoT solution provided by cloud service providers to meet the application needs of IoT scenarios.
(2) High network requirements will inevitably lead to a comprehensive upgrade of cloud service quality.
5G's new features in ultra-large bandwidth, low latency, flexible connectivity and network slicing will be met through technological innovation and collaborative development in both network architecture and infrastructure platforms. In terms of network architecture, control forwarding and separation and control function reconstruction are realized by accessing the cloud, controlling the cloud, and forwarding the cloud, simplifying the structure, and improving the access performance. On the infrastructure platform, constructing a carrier-class cloud platform to implement the upper-layer virtual network. The service bearer, at the same time, through network service orchestration, solves the problems of high cost of existing infrastructure, inflexible resource allocation, and long service line-up period.
(3) High-input network construction will inevitably lead to a comprehensive upgrade of cloud deployment.
Network evolution needs to maintain the continuity of existing network services, and it is possible to protect existing investments as much as possible while preserving space for future business development. The huge capacity and agility demand in the 5G era has promoted the densification of base stations. The number of base stations required for 5G construction is large and the amount of investment is large. Whether it is from the perspective of saving investment, or in terms of business flexibility and innovative support, cloud deployment in the 5G era is inevitable.
The road of cloudization of telecom operators in the 5G era needs to be attacked on all sides
For the 5G era, the cloudization path of telecom operators needs to be comprehensively upgraded from four aspects: network architecture, infrastructure, service services and operation modes. It is based on the network capability openness while meeting the network needs of future convergence application scenarios. In the capability platform and cloud service field, we must increase investment in innovation and accelerate the launch of cloud services for vertical industries to adapt to the upcoming digital economy era.
(1) Accelerate the reconstruction of a comprehensive cloud network in terms of network architecture.
Telecom operators need to accelerate the construction of a "data center-centric" network architecture. All network functions and business applications run on the cloud data center, and build three layers including the infrastructure layer, network function management layer and network service layering layer. The telecom cloud platform, a new type of data center in the form of cloud, a new type of network for intelligent network scheduling, and a new brain for global network management and management, together form a new network architecture, thereby realizing network cloud, business cloud and operation cloud.
(2) In terms of infrastructure, relying on multiple access edge computing (MEC) to accelerate the application of the landing.
The telecom carrier network needs to use cloud deployment to sink the core cloud to the client. The service data does not need to be sent back and forth to the core data center hundreds of kilometers away, and only needs to be transmitted to the edge data center room or base station closer to the user. Processing can be done, thereby reducing network latency to meet future 5G real-time service delivery. At the same time, with the help of MEC, we will accelerate the integration of the industrial ecosystem, explore new business scenarios, explore business models, and promote the application of services to vertical industries.
(3) In terms of business services, build a cloud network integration support system and launch a cloud + network integration service.
Based on the network, telecom operators should build a new operation service system for the industry around cloud networking, cloud networking, cloud private line, cloud broadband and other cloud network integration products and services, realize the acceptance of cloud network convergence products, and open agilely. . At the same time, with the network connection as the center, the upstream customers are provided with network connection services for industry applications, and the downstream vendors realize the integration of the partner cloud service capabilities and the operators' own network services, and build a cloud network ecosystem that belongs to the carrier characteristics.
(4) In terms of operational model, it gradually shifts to vertical industry cloud solution providers.
Compared with other enterprise projects in the cloud computing industry chain, telecom operators have the advantage of having a large data center and network broadband, and are better at building a complete chain from terminal to network to computing. By providing a complete set of industry-oriented cloud service solutions, the cloud computing value chain built by telecom operators will become a clear manifestation of their own differentiated advantages. Therefore, in the 5G era, telecom operators should customize their technology and business strategies around their own advantages and build an operational support system for vertical domain cloud solutions for the industrial Internet.
The 5G era is approaching, and cloud computing will usher in a new round of outbreaks. For telecom operators, opportunities and challenges coexist. If you want to occupy a place in the domestic cloud computing field, you must be accurate while driving innovation and development. Grasp the market demand, seek diversified cooperation, and build a benign ecosystem to achieve continuous growth in business income.
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