On 31/Dec/19 02:55, Ca By wrote:
Vendors are not interested in reducing costs to network operators, in general. They may have replaced NPUs with x86 to reduce their own costs....
I was just talking to some friends about this today, over a beer and some meat. We suffer the same problem in the IP world... revenues fall, data traffic explodes, margins decline; but capex costs remain the same, or even escalate. The ground is ripe for the young kids who can cobble together a mobile core based on merchant silicon, white boxes and community-driven code. If the vendors aren't going to follow what's happening with the operators, they'll have to be taken out. We already see how much Ericsson have downsized and re-focused. At some point, no one is going to want to pay for data access on their mobile, but they'll still need the connectivity to use their 2 favourite apps out of the 100's they barely touch on their phone. Garden-variety MNO operations have their days very numbered. Mark.