{"id":4950,"date":"2023-03-14T03:01:23","date_gmt":"2023-03-14T03:01:23","guid":{"rendered":"https:\/\/www.tantraanalyst.com\/ta\/?p=4950"},"modified":"2024-08-06T02:44:22","modified_gmt":"2024-08-06T02:44:22","slug":"samsung-graduates-from-disruptor-to-mature-5g-leader","status":"publish","type":"post","link":"https:\/\/www.tantraanalyst.com\/ta\/samsung-graduates-from-disruptor-to-mature-5g-leader\/","title":{"rendered":"Samsung graduates from disruptor to mature 5G leader"},"content":{"rendered":"<figure id=\"attachment_4953\" aria-describedby=\"caption-attachment-4953\" style=\"width: 702px\" class=\"wp-caption alignright\"><a href=\"https:\/\/bit.ly\/3TmIt5y\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-4953 size-full\" src=\"https:\/\/www.tantraanalyst.com\/ta\/wp-content\/uploads\/2023\/03\/230314_Fierce_Samsung_graduates_from_disruptor_TantraAnalyst_Insights_Article.jpg\" alt=\"Samsung, Tantra Analyst, 5G, intel, vRAN\" width=\"702\" height=\"336\" srcset=\"https:\/\/www.tantraanalyst.com\/ta\/wp-content\/uploads\/2023\/03\/230314_Fierce_Samsung_graduates_from_disruptor_TantraAnalyst_Insights_Article.jpg 702w, https:\/\/www.tantraanalyst.com\/ta\/wp-content\/uploads\/2023\/03\/230314_Fierce_Samsung_graduates_from_disruptor_TantraAnalyst_Insights_Article-300x144.jpg 300w, https:\/\/www.tantraanalyst.com\/ta\/wp-content\/uploads\/2023\/03\/230314_Fierce_Samsung_graduates_from_disruptor_TantraAnalyst_Insights_Article-700x336.jpg 700w\" sizes=\"auto, (max-width: 702px) 100vw, 702px\" \/><\/a><figcaption id=\"caption-attachment-4953\" class=\"wp-caption-text\">Fierce Wireless News, March 14, 2023<\/figcaption><\/figure>\n<h6><span style=\"color: #808080;\">MWC 2023 turned out to be a graduation party for Samsung Networks, from a market disruptor to a mature, reliable and confident 5G infrastructure leader. This was evident from the flurry of announcements made around the event, including its own, as well as from operators and other ecosystem partners.<\/span><\/h6>\n<h6><span style=\"color: #808080;\">The announcement season actually started late last year when DellOro Group crowned Samsung Networks the vRAN\/open RAN&nbsp;<span style=\"color: #800000;\"><a style=\"color: #800000;\" href=\"https:\/\/bit.ly\/3YJUnaM\" target=\"_blank\" rel=\"noopener\">market leader<\/a><\/span>. To top that, during MWC, Samsung Networks announced its next-gen vRAN 3.0, as well as many collaborations and partnerships.<\/span><\/h6>\n<h6><span style=\"color: #808080;\">To my credit, Samsung Networks followed the trajectory I outlined in this&nbsp;<a style=\"color: #808080;\" href=\"https:\/\/bit.ly\/3Jtg1eF\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #800000;\">article in 2021<\/span><\/a>. It has meticulously built and expanded its global footprint and created a sizeable ecosystem of partners that are technology and market leaders in their respective domains.<\/span><\/h6>\n<h4><span style=\"color: #000000;\"><strong>Next-gen infrastructure solutions<\/strong><\/span><\/h4>\n<h6><span style=\"color: #808080;\">Unlike other large infrastructure vendors such as Ericsson, Huawei&nbsp;and Nokia, Samsung was an early and enthusiastic adopter of vRAN\/open RAN architecture. Being a challenger and a disrupter made that decision easy \u2014 it didn&#8217;t have any sacred cows to sacrifice, i.e., legacy contracts and relationships. That gave it a considerable head start that it continues to maintain.<\/span><\/h6>\n<h6><span style=\"color: #808080;\">The vRAN\/open RAN transition is shaping up to be a two-step process: First, a disaggregated, cloud-native, single vendor, fully virtualized RAN (vRAN), with open interfaces, followed by a multi-vendor truly open RAN. Many of Samsung Network&#8217;s competitors are still on the first step, deploying their first commercial base stations. In contrast, Samsung Networks has already moved on to the second step (more on this later).<\/span><\/h6>\n<h6><span style=\"color: #808080;\">Samsung Networks announced its next-gen solutions, dubbed&nbsp;<span style=\"color: #800000;\"><a style=\"color: #800000;\" href=\"https:\/\/bit.ly\/3T4cRRP\" target=\"_blank\" rel=\"noopener\">vRAN 3.0<\/a><\/span>, which brings many performance optimizations and significant power savings. The former brings a key feature that supports up to 200 MHz of bandwidth with 64T64R massive MIMO configuration. That almost entirely covers the mid-band spectrum of U.S. operators. The latter involves optimizing usage and sleep cycles of CPU cores to match user traffic, thereby minimizing power consumption. These software-only features (with the proper hardware provisioning) exemplify the benefits of a disaggregated vRAN approach, where the new capabilities can be rapidly developed and deployed.<\/span><\/h6>\n<div><span style=\"color: #808080;\"><img loading=\"lazy\" decoding=\"async\" class=\"figure-img img-fluid image-style-full-body-width\" src=\"https:\/\/qtxasset.com\/quartz\/qcloud4\/styles\/full_body_width\/s3\/media\/image\/Screen%20Shot%202023-03-14%20at%208.30.03%20AM.png?VersionId=VyWBRYH_eV8DrAJ.ky9xeN8b12ZiTLBF&amp;itok=4DMkIZeu\" alt=\"Tantra chart\" width=\"800\" height=\"454\"><\/span><\/div>\n<h6><span style=\"color: #808080;\">Also, part of vRAN 3.0 is the&nbsp;<span style=\"color: #800000;\"><a style=\"color: #800000;\" href=\"https:\/\/bit.ly\/3T8uz70\" target=\"_blank\" rel=\"noopener\">Samsung Cloud Orchestrator<\/a><\/span>. It streamlines the onboarding, deployment and operation processes, making it easier for operators to manage thousands of cell sites from a unified platform.<\/span><\/h6>\n<h6><span style=\"color: #808080;\">Although large parts of vRAN\/open RAN are software-defined, the key radio technologies still reside in hardware. That is where Samsung Networks has a strong differentiation. It is the only major network vendor that can design, develop and manufacture 4G and 5G network chipsets in-house.<\/span><\/h6>\n<div><span style=\"color: #808080;\"><img loading=\"lazy\" decoding=\"async\" class=\"figure-img img-fluid image-style-full-body-width\" src=\"https:\/\/qtxasset.com\/quartz\/qcloud4\/styles\/full_body_width\/s3\/media\/image\/Screen%20Shot%202023-03-14%20at%208.30.18%20AM.png?VersionId=WRelJkDYbTcARKtml_Pi9yppmj87nfou&amp;itok=GnkvhKuT\" alt=\"Tantra Analyst\" width=\"800\" height=\"343\"><\/span><\/div>\n<h4><strong><span style=\"color: #000000;\">Strong operator traction and contract wins<\/span><\/strong><\/h4>\n<h6><span style=\"color: #808080;\">Samsung Networks&#8217;&nbsp;<a style=\"color: #808080;\" href=\"https:\/\/bit.ly\/3YvRfz2\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #800000;\">collaboration with Dish Wireless<\/span><\/a>&nbsp;is notable at many levels. Dish Wireless is one of the biggest open RAN greenfield deployments. Its trust in keeping Samsung Networks as a primary vendor says a lot. It is also a multi-vendor deployment, wherein Samsung Networks is integrating its own as well as Fujitsu&#8217;s radio units (RU) into the network. Interestingly,&nbsp;<a style=\"color: #808080;\" href=\"https:\/\/bit.ly\/3LcEaHZ\" target=\"_blank\" rel=\"noopener\">Marc Rouanne<\/a>, EVP and chief network officer of Dish Wireless, joined Samsung Networks&#8217; analyst briefing at MWC and showered lavish praise on their work together, especially on system integration, the Achilles heel of open RAN.<\/span><\/h6>\n<h6><span style=\"color: #808080;\">Vodafone has been a great success story for Samsung Networks. After successfully launching the U.K. network with the famous&nbsp;<span style=\"color: #800000;\"><a style=\"color: #800000;\" href=\"https:\/\/bit.ly\/3ZDyaw2\" target=\"_blank\" rel=\"noopener\">Golden Cluster<\/a>&nbsp;<\/span>and integrating NEC radios, both companies are now extending their collaboration to&nbsp;<a style=\"color: #808080;\" href=\"https:\/\/bit.ly\/3JsJ5D7\" target=\"_blank\" rel=\"noopener\">Germany and Spain<\/a>.<\/span><\/h6>\n<h6><span style=\"color: #808080;\">In Japan, Samsung&#8217;s Network&#8217;s relationship with KDDI has grown tremendously. Leading up to MWC, they announced the completion of&nbsp;<a style=\"color: #808080;\" href=\"https:\/\/bit.ly\/3ypuSkf\" target=\"_blank\" rel=\"noopener\">network slicing trials<\/a>, followed by&nbsp;<span style=\"color: #800000;\"><a style=\"color: #800000;\" href=\"https:\/\/bit.ly\/3ZBGL2t\" target=\"_blank\" rel=\"noopener\">commercial 5G open RAN deployment<\/a>&nbsp;<\/span>along with Fujitsu (for RU) and a contract for a <a style=\"color: #808080;\" href=\"https:\/\/bit.ly\/4204kn0\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #800000;\">5G standalone core network<\/span><\/a>, a first for Samsung outside Korea.<\/span><\/h6>\n<h6><span style=\"color: #808080;\">A recent&nbsp;<span style=\"color: #800000;\"><a style=\"color: #800000;\" href=\"https:\/\/bit.ly\/3FejL1k\" target=\"_blank\" rel=\"noopener\">Dell&#8217;Oro report<\/a><\/span>&nbsp;identified North America and Asia-Pacific as the growth drivers for vRAN\/open RAN. Although Europe is a laggard, even then, that region&#8217;s revenue is expected to top $1 billion by 2027. Apart from the above announcements, Samsung Networks has announced many operator engagements and contract wins across these three regions over the years. So, geographically, Samsung Networks is putting the bets in the right places.<\/span><\/h6>\n<h4><span style=\"color: #000000;\"><strong>Expanding the partner ecosystem<\/strong><\/span><\/h4>\n<h6><span style=\"color: #808080;\">Success in the infrastructure business is decided by the company you keep and the partnerships you nourish. That is even more true with vRAN\/open RAN, where networks are cloud-native, software-defined, and multi-vendor, with open interfaces.<\/span><\/h6>\n<h6><span style=\"color: #808080;\">There was a long list of partner announcements around MWC 2023. The cloud platform provider&nbsp;<a style=\"color: #808080;\" href=\"https:\/\/bit.ly\/3mJzFu0\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #800000;\">VMWare<\/span><\/a>&nbsp;is working with Samsung Networks for the Dish deployment. Another provider,&nbsp;<span style=\"color: #800000;\"><a style=\"color: #800000;\" href=\"https:\/\/red.ht\/3mF5hRB\" target=\"_blank\" rel=\"noopener\">Red Hat<\/a><\/span>, announced a study that can save significant power for operators when their platform and Samsung Networks&#8217; RAN are working together.<\/span><\/h6>\n<h6><span style=\"color: #808080;\">Cloud computing provider&nbsp;<a style=\"color: #808080;\" href=\"https:\/\/bit.ly\/3ZBKc9n\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #800000;\">Dell Technologies<\/span><\/a>&nbsp;announced through its 5G Head of Marketing&nbsp;<span style=\"color: #800000;\"><a style=\"color: #800000;\" href=\"https:\/\/bit.ly\/3yBXQxb\" target=\"_blank\" rel=\"noopener\">Scott Heinlein<\/a>&#8216;s<\/span> blog a collaboration to integrate Samsung Network&#8217;s vCU and vDU with its PowerEdge servers.<\/span><\/h6>\n<h6><span style=\"color: #808080;\">Finally,&nbsp;<span style=\"color: #800000;\"><a style=\"color: #800000;\" href=\"https:\/\/bit.ly\/3mFEu7I\" target=\"_blank\" rel=\"noopener\">Intel<\/a>,<\/span> in its announcement, confirmed that Samsung had validated its 4th Gen Intel Xeon Scalable processors for the core network.<\/span><\/h6>\n<h6><span style=\"color: #808080;\">Again, these are just the MWC 2023 announcements. There were many more in the last few years.<\/span><\/h6>\n<h6><span style=\"color: #808080;\">In summary, through its differentiated solutions, strong operator traction and robust partnerships, Samsung Networks has graduated from a credible disrupter to a reliable, mature infrastructure player, especially for vRAN\/open RAN. It was vividly on display with all its glory at MWC 2023 through its proven track record, product, operator, and partner announcements. I can&#8217;t wait to see how its next chapter unfolds while global networks transition to new architectures.<\/span><\/h6>\n<h6><span style=\"color: #808080;\">Meanwhile, if you want to read more articles like this and get an up-to-date analysis of the latest mobile and tech industry news, sign-up for our monthly newsletter at&nbsp;<span style=\"color: #800000;\"><a style=\"color: #800000;\" href=\"https:\/\/bit.ly\/ta-newsletters\" target=\"_blank\" rel=\"noopener\">TantraAnalyst.com\/Newsletter<\/a>,<\/span> or listen to our&nbsp;<a style=\"color: #808080;\" href=\"https:\/\/www.tantraanalyst.com\/ta\/podcast\/\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #800000;\">Tantra&#8217;s Mantra podcast<\/span><\/a>. If you want to know more about the vRAN\/open RAN market, check out&nbsp;<span style=\"color: #800000;\"><a style=\"color: #800000;\" href=\"https:\/\/bit.ly\/TA_vRAN\" target=\"_blank\" rel=\"noopener\">these articles<\/a>.<\/span><\/span><\/h6>\n","protected":false},"excerpt":{"rendered":"<p>MWC 2023 turned out to be a graduation party for Samsung Networks, from a market disruptor to a mature, reliable and confident 5G infrastructure leader. This was evident from the flurry of announcements made around the event, including its own, as well as from operators and other ecosystem partners. The announcement season actually started late [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":4953,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"image","meta":{"mc4wp_mailchimp_campaign":[],"footnotes":""},"categories":[6,97],"tags":[],"class_list":["post-4950","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\/4950","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=4950"}],"version-history":[{"count":0,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/posts\/4950\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/media\/4953"}],"wp:attachment":[{"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/media?parent=4950"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/categories?post=4950"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/tags?post=4950"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}