{"id":3582,"date":"2021-12-16T06:50:50","date_gmt":"2021-12-16T06:50:50","guid":{"rendered":"https:\/\/www.tantraanalyst.com\/ta\/?p=3582"},"modified":"2022-12-28T09:13:17","modified_gmt":"2022-12-28T09:13:17","slug":"disrupting-the-landscape-samsung-emerges-as-a-global-5g-infra-leader","status":"publish","type":"post","link":"https:\/\/www.tantraanalyst.com\/ta\/disrupting-the-landscape-samsung-emerges-as-a-global-5g-infra-leader\/","title":{"rendered":"Disrupting the landscape, Samsung emerges as a global 5G infra leader"},"content":{"rendered":"
\"Samsung\"<\/a>
RCR Wireless News, December 16, 2021<\/figcaption><\/figure>\n
As an eventful 2021, which witnessed 5G becoming mainstream despite all the challenges, comes to a close, the analyst part of my mind is reviewing and examining major disruptions in the cellular market brought by 5G. The rise of Samsung, mostly known for its flagship galaxy phones and shiny consumer electronics, as a global 5G infrastructure leader really dawned on me as a key one.<\/span><\/h6>\n
As a keen industry observer, I have been tracking Samsung Networks for a long time. A little more digging and research revealed how systematically it charted a path from its solid home base in Korea to its disruptive debut in the USA, followed by expanding its influence in Europe and other advanced markets. All the while building a comprehensive 5G technology and product portfolio.<\/span><\/h6>\n
In this article, I will try to follow its growth steps in the last two years and explore how it is well-positioned to lead in the upcoming 5G expansion.<\/span><\/h6>\n
Strong presence at home and early success in India built the Samsung foundation<\/strong><\/span><\/h6>\n
Korean operators like Korea Telecom and SK Telecom have always been at the bleeding edge of cellular technology, even from 3G days. As their key supplier, Samsung\u2019s technology prowess has been a significant enabler for these operators\u2019 leadership, especially in 4G and 5G. That has also helped Samsung to be ahead of the curve.<\/span><\/h6>\n
Samsung\u2019s first major international debut was in India in 2013,<\/span>\u00a0<\/span>supporting Reliance Jio<\/span><\/a>, a new cellular player that turned the Indian cellular and broadband market upside down. Samsung learned valuable lessons there about deploying very large-scale, expansive cellular networks.<\/span><\/h6>\n
The leadership at home combined with the experience in India provided Samsung a solid foundation for the next phase of its global expansion.<\/span><\/h6>\n
Disruptive debut in the USA that changed the infra landscape<\/strong><\/span><\/h6>\n
U.S. cellular industry observers sulking about the lack of 5G infra vendor diversity were pleasantly surprised when Samsung won a large share of<\/span>\u00a0Verizon\u2019s contrac<\/span>t<\/a>\u00a0to build the world\u2019s first 5G network. That was a major disruption because of two reasons. First, Samsung virtually replaced a well-established player, Nokia. And second, it\u2019s Verizon, for whom the network is not just a differentiation tool but the company\u2019s pride. Verizon entrusting Samsung with the deployment of its high-profile, business-critical, first 5G network, speaks volumes about Samsung\u2019s technical expertise and product superiority.<\/span><\/h6>\n
Over the years, Samsung has scored many key 5G wins in the U.S., including early 5G-ready Massive MIMO deployments for<\/span>\u00a0<\/span>Sprint<\/span><\/a>\u00a0(now T-Mobile), supplying CBRS-compliant solutions to\u00a0<\/span>AT&T<\/a><\/span>\u00a0and 4G and 5G network solutions for<\/span>\u00a0US cellular<\/a>.<\/span><\/h6>\n
These U.S. wins were the result of a well-planned strategy, executed with surgical precision. Samsung started 5G work in the U.S. as early as 2017 with testing and trials. In fact, Samsung was the first to receive FCC approval for its 5G infra solution, in 2018, quickly followed by outdoor and indoor 5G home routers.<\/span><\/h6>\n
It\u2019s not just the initial contract wins and delivering on the promise. Samsung has been consistently collaborating with operators in demonstrating, trialing and deploying new and advanced 5G features such as<\/span>\u00a064T64R\u00a0 Massive MIMO and virtual RAN<\/a><\/span>,\u00a0c-band<\/a><\/span>\u00a0support<\/span>,\u00a0indoor solutions<\/a>,\u00a0small cells<\/a><\/span>\u00a0and more.<\/span><\/h6>\n
In other words, Samsung has fully established itself as a major infra player in the lucrative and critical U.S. market. The rapid deployment of 5G, even in rural areas, and the impending rip and replace of Chinese infrastructure for national security reasons bode well for Samsung\u2019s growth prospects in the country.<\/span><\/h6>\n
Samsung\u00a0methodically expands into Europe, Japan and elsewhere<\/strong><\/span><\/h6>\n
After minting success in the high-stakes U.S. market, Samsung signed a contract with<\/span>\u00a0Telus<\/span>\u00a0<\/a>of Canada in 2020. Canada was a simple expansion, and going after other advanced markets, such as Europe and Japan, was a natural next step.<\/span><\/h6>\n
Europe is one of the most competitive and challenging markets to win. Not only it is the home to two well-established infra players\u2013Ericsson and Nokia \u2013 but also the biggest market outside China for Huawei and ZTE. Samsung has seen early success with some of the key players in Europe. For example, it successfully completed a trial with<\/span>\u00a0Deutsche Telecom<\/span><\/a>\u00a0in the Czech Republic, potentially giving Samsung access to DT\u2019s extensive footprint in the region. Recently,<\/span>\u00a0Vodafone UK\u00a0<\/span><\/a>\u00a0selected Samsung as the vRAN and Open RAN partner for its sizable commercial deployment, and Samsung is collaborating with\u00a0Orange<\/a>\u00a0for Open RAN in France. Getting into these leading operators in the region is a significant accomplishment. In my view, with the other players such as Telefonica being very keen on vRAN and Open RAN, entry there is only a matter of time.<\/span><\/h6>\n
Even with these wins, it is still early. The company\u2019s strategy in Europe is still unfolding. A significant tailwind for Samsung is the heightened national security concern, which has significantly slowed the traction of Chinese players. Additionally, onerous U.S. restrictions have seriously crippled Huawei.<\/span><\/h6>\n
Japan has always been the most advanced market. So far, it is dominated by local players such as NEC and Fujitsu. Expanding its wings there, Samsung has been collaborating with\u00a0<\/span>KDDI<\/a>\u00a0<\/span>on 5G since 2019. It also got into the other major operator<\/span>\u00a0NTT DoCoMo<\/a><\/span>\u00a0earlier this year with the contract to supply O-RAN compliant solutions.<\/span><\/h6>\n
Comprehensive technology and product portfolio that fueled all this growth<\/strong><\/span><\/h6>\n
5G has always been characterized as a race. That means the first to market and the leaders will emerge as winners taking a large share of the value created by 5G. Interestingly, it has played out as such so far. The investments in 5G are so large that once companies establish leadership and ecosystem relationships, it is extremely hard to change or displace them.<\/span><\/h6>\n
Realizing that, Samsung invested big and early in 5G technology development. Being both a network and device supplier, it can utilize that investment over a much broader portfolio. Samsung conducted pioneering 5G testing and\u00a0<\/span>field trials<\/span>\u00a0<\/a>as early as 2017 and 2018, in Japan with KDDI. When many in the industry were still debating the ability of mmWave to support mobility, Samsung collaborating with SK Telecom,\u00a0<\/span>demonstrated<\/span><\/a>\u00a0successful 5G video streaming in a race car moving at 130 Mph speed. Samsung was also the<\/span>\u00a0industry\u2019s first<\/a>\u00a0<\/span>to introduce mmWave base stations with integrated antennas, significantly simplifying deployment.<\/span><\/h6>\n
In the emerging area such as Edge-Cloud, Samsung is already working with major Cloud providers such as<\/span>\u00a0Microsoft<\/a>\u00a0<\/span>and\u00a0<\/span>IBM<\/a>\u00a0<\/span>and chipset players such as\u00a0<\/span>Marvel<\/a><\/span>.<\/h6>\n
Currently, Samsung has one of the most comprehensive portfolio of network solutions, software stack and tools, support for all commercial 5G bands, including both Sub-6 GHz and mmWave, with advanced features such as Massive MIMO, for indoor and outdoor deployments, for new architectures such as vRAN and Open RAN, for public or private networks and so on.<\/span><\/h6>\n
One of the major advantages of Samsung, when compared to its infra competitors, is its strong financial strength that comes from being part of a huge industrial conglomerate. In businesses like 5G, where investments are large, risks are high and payback times are long, such financial strength can decide between winning and going out of business.<\/span><\/h6>\n
In closing<\/strong><\/h6>\n
Samsung Networks\u2019 journey from its humble beginnings in Korea to a global 5G infrastructure leader is fascinating. It has invested heavily to become a technology leader, and has successfully used that leadership along with meticulous planning and execution to be a global leader in the 5G infra business.<\/span><\/h6>\n
It is still early days for both 5G and Samsung. It will be interesting to watch how Samsung can utilize this early lead to capture even bigger opportunities created by the expanding 5G\u2019s reach and new sectors such as Industrial IoT.<\/span><\/h6>\n
In the meantime, for more articles like this, and for an up-to-date analysis of the latest mobile and tech industry news, sign-up for our monthly newsletter at<\/span>\u00a0<\/span>TantraAnalyst.com\/Newsletter<\/span><\/a>, and listen to our<\/span>\u00a0Tantra\u2019s Mantra podcast<\/span><\/a>.<\/h6>\n","protected":false},"excerpt":{"rendered":"

As an eventful 2021, which witnessed 5G becoming mainstream despite all the challenges, comes to a close, the analyst part of my mind is reviewing and examining major disruptions in the cellular market brought by 5G. The rise of Samsung, mostly known for its flagship galaxy phones and shiny consumer electronics, as a global 5G […]<\/p>\n","protected":false},"author":2,"featured_media":3583,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"image","meta":{"mc4wp_mailchimp_campaign":[],"footnotes":""},"categories":[6,97],"tags":[],"class_list":["post-3582","post","type-post","status-publish","format-image","has-post-thumbnail","hentry","category-5g","category-openran-vran","post_format-post-format-image"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/posts\/3582","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/comments?post=3582"}],"version-history":[{"count":0,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/posts\/3582\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/media\/3583"}],"wp:attachment":[{"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/media?parent=3582"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/categories?post=3582"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/tags?post=3582"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}