Author: Alan Weissberger
China Mobile & ZTE use digital twin technology with 5G-Advanced on high-speed railway in China
ZTE, along with China Mobile’s Yunnan Branch, have created an accurate 3D model of the lineside infrastructure along the KunchuDali railway in China and used it to improve network performance. The companies introduced 5G-Advanced digital twin technology to build two core capabilities of digital site twinning and wireless channel twinning.
KunchuDali high-speed railway involves a large number of network planning challenges such as cross-bridge coverage, tunnel coverage, mountain-splitting area shielding, and abundant vegetation. It forms a vital segment of the China-Myanmar International Railway and the Trans-Asian Railway west line, connecting the key cities of Kunming, Chuxiong, Dali, and Lijiang in Yunnan Province. Serving as the backbone of the region’s transportation infrastructure, this route facilitates the daily movement of approximately 61,000 passengers, earning its reputation as the “golden tourism route.”
However, the railway’s construction and operation face formidable obstacles due to the rugged terrain characterized by fluctuating mountain ranges, perilous topography, and dense vegetation. Notably, a significant portion of the route traverses areas with a high concentration of bridges and tunnels, accounting for 64% of its total length. Moreover, many construction sites are situated in abnormal mountain zones, posing challenges to the efficiency and quality of surveying efforts.
China Mobile’s Yunnan Branch and ZTE introduced the 5G-Advanced digital twin technology to build two core capabilities of digital site twinning and wireless channel twinning. The 3D site twinning is achieved through UAV automatic flight control acquisition, thus implementing inspection survey of engineering parameters and AI identification of antenna assets, and guaranteeing engineering implementation quality with high efficiency and high quality.
- In June 2022, China Mobile unveiled a 6G network architecture which creates a virtual twin through digital means to realize a digital twin network architecture (DTN) with network closed-loop control and full lifecycle management; The service defines the end-to-end system to realize the full service system architecture (HSBA); In the group network, the Distributed Autonomous Network (DAN) with distributed, autonomous and self-contained features is implemented, which supports on-demand customization, plug and play and flexible deployment.
- ZTE’s RAN digital twin leverages digital twin, big data and artificial intelligence technologies, drastically enhancing network deployment and operation efficiency by minimizing resources and time needed for trial-and-error procedures of radio network deployment and optimization, making them more versatile, flexible and autonomous.
In addition, channel twinning is built in mountainous areas to achieve coverage prediction and optimization. The optimization elements required for mountainous areas, namely the azimuth, downtilt, power, and beam weights of antennas, are twinned and optimized beforehand. In this way, with the first-in-place construction of the pre-planning, the construction quality of the high-speed railway network is guaranteed faster and better, and the optimization period is shortened. Before the Spring Festival of 2024, the KunchuDali high-speed railway fully achieved the target of high-quality lines, with a coverage rate of 98.5% and a 5G download rate of more than 300Mbps. Compared with traditional planning and optimization methods, the KunchuDali high-speed railway saved more than RMB1.6 million and shortened the optimization period for nearly one month.
During the Spring Festival, China Mobile’s Yunnan Branch ensured an excellent internet experience for users with its high-quality high-speed railway network. The implementation of digital twin technology for high-speed railways enables efficient site surveys and coverage optimization to achieve higher efficiency and quality. This advancement fosters the deep integration of various industries with digital twin technology, paving the way for new industries, ecosystems, and operational modes. Furthermore, it lays a solid digital foundation for the future evolution towards 6G.
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According to Gartner, global digital twin revenues are expected to reach $183 billion by 2031. And when it comes to adoption, railway operators are at the forefront, using these virtual models to improve real-time asset management, reduce delays, and improve journey times.
In the UK, Transport for London (TfL) in 2022 announced plans to roll out a digital twin of the London Underground network so it can virtually monitor tracks and tunnels. Network Rail also offers a catalogue of training simulations built on digital twin technology.
According to an article in Mobility Innovators, bullet train operator JR East has deployed digital twins to monitor tracks, bridges and tunnels to enable predictive maintenance, while Hong Kong’s MTR (Mass Transit Railway) uses them to improve scheduling.
UAV automatic flight control acquisition implements 3D site twinning along the KunchuDali railway. Photo Credit: ZTE
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ABOUT ZTE:
ZTE helps to connect the world with continuous innovation for a better future. The company provides innovative technologies and integrated solutions, and its portfolio spans all series of wireless, wireline, devices and professional telecommunications services. Serving over a quarter of the global population, ZTE is dedicated to creating a digital and intelligent ecosystem, and enabling connectivity and trust everywhere. ZTE is listed on both the Hong Kong and Shenzhen Stock Exchanges. www.zte.com.cn/global
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https://www.zte.com.cn/global/about/news/china-mobile-zte-revolutionize-high-speed-railway-with-5g-a-digital-twin.html
https://www.zte.com.cn/global/solutions_latest/5g-advanced/digital_twin.html
https://www.telecoms.com/5g-6g/china-mobile-zte-use-digital-twin-to-improve-lineside-5g
China Mobile unveils 6G architecture with a digital twin network (DTN) concept
Huawei pushes 5.5G (aka 5G Advanced) but there are no completed 3GPP specs or ITU-R standards!
What is 5G Advanced and is it ready for deployment any time soon?
ZTE and China Telecom unveil 5G-Advanced solution for B2B and B2C services
DriveNets and Ciena Complete Joint Testing of 400G ZR/ZR+ optics for Network Cloud Platform
DriveNets and Ciena have
The successful tests demonstrate how the integrated solution optimizes service provider networks and builds more efficient converged infrastructures. The solution also includes enhanced network configuration and management software capabilities and ensures the Ciena WaveLogic 5 Nano (WL5n) pluggables can be tuned, configured, and managed by DriveNets Network Cloud software.
This solution will be on display at OFC Conference, March 26-28 in San Diego, CA, as part of the University of Texas in Dallas (UTC) – OpenLab OFCnet demonstration.
Last year, DriveNets announced that Network Cloud was the first Disaggregated Distributed Chassis/Backbone Router (DDC/DDBR) to support ZR/ZR+ optics as native transceivers for Network Cloud-supported white boxes. Today’s announcement demonstrates that two market leaders and innovators are working together to offer a fully tested and validated solution that advances and expands the adoption of open, disaggregated networking solutions.
Efficient Converged Infrastructure:
“Today’s announcement is another step in the growing adoption of disaggregated networking solutions, supporting operators’ desire to lower their operational costs by simplifying the network architecture and building networks like cloud,” said Dudy Cohen, Vice President of Product Marketing at DriveNets. “Operators are looking for open solutions that allow them to mix and match elements from multiple vendors as well as reduce the number of networks they need to support. The converged IP/Optical solution enabled by this announcement delivers on both goals.”
“As a leading provider of both optical networks and coherent optical modules, Ciena continues to innovate and give our customers greater choice in how they create open and robust networks, without compromise,” said Joe Shapiro, Vice President, Product Line Management, Ciena. “The combined solution – a converged IP/Optical white box – can achieve longer unregenerated reaches while also being simple to manage, resulting in improved cost and operational efficiencies.”
Simplifying the network by collapsing network layers:
The integrated solution delivers significant cost savings by collapsing Layer-1 to Layer-3 communications into a single platform. The use of ZR/ZR+ also eliminates the need for standalone optical transponders, lowering the number of boxes in the solution and reducing operational overhead, floorspace, and power requirements.
This collaboration ensures that the DriveNets NOS (DNOS) supports the WL5n coherent pluggable transceivers beyond simply plugging them into the box. It will support multiple modes of operation, including 400ZR, ZR+, as well as higher performance modes to extend 400G connectivity across more links in the network. The combined solution was tested across a Ciena open line system, representing a real networking environment.
This integration goes beyond interoperability validation. DriveNets Network Cloud will offer software support for Ciena’s optical solution, including configuration (channel and power), monitoring and troubleshooting for Ciena transceivers.
Future planned enhancements involve standards-based integration with Ciena’s end-to-end intelligent network control system – the Ciena Navigator Network Control Suite (NCS) – for better visibility and optimization of the optical infrastructure.
About DriveNets:
DriveNets is a leader in high-scale disaggregated networking solutions. Founded in 2015, DriveNets modernizes the way service providers, cloud providers and hyperscalers build networks, streamlining network operations, increasing network performance at scale, and improving their economic model. DriveNets’ solutions – Network Cloud and Network Cloud-AI – adapt the architectural model of hyperscale cloud to telco-grade networking and support any network use case – from core-to-edge to AI networking – over a shared physical infrastructure of standard white-boxes, radically simplifying the network’s operations and offering telco-scale performance and reliability with hyperscale elasticity. DriveNets’ solutions are currently deployed in the world’s largest networks. Learn more at www.drivenets.com
References:
KDDI Deploys DriveNets Network Cloud: The 1st Disaggregated, Cloud-Native IP Infrastructure Deployed in Japan
IEEE/SCU SoE May 1st Virtual Panel Session: Open Source vs Proprietary Software Running on Disaggregated Hardware
DriveNets raises $262M to expand its cloud-based alternative to core network routers
AT&T Deploys Dis-Aggregated Core Router White Box with DriveNets Network Cloud software
DriveNets Network Cloud: Fully disaggregated software solution that runs on white boxes
5G Open Innovation Lab: update & progress report
The 5G Open Innovation (OI) Lab is a collaborative, development-focused ecosystem approach unlike traditional models, bringing together visionary startups, industry leaders, technical experts, and investors to break down silos that hamper innovation and build what’s next.
Intel was the 5G OI Lab’s first signed partner, followed by T-Mobile US. The list now includes 17 partners from AT&T, Comcast (who replaced T-Mobile US as founding partners), Accenture, Nokia, Microsoft, Dell Technologies, Palo Alto Networks, Spirent Communications and more.
Jim Brisimitzis – Founder & General Partner, 5G OI Lab:
“The opportunity for developers to impact the potential of edge and 5G is fundamentally bigger than connectivity. To realize this potential, we need a bold approach to experimenting, learning, and unleashing the transformational impact software is capable of. People like to refer to us as a startup accelerator, because on the surface it looks like that. But we’re really not.” He prefers the moniker “innovation broker.”
The lab team scouts for intriguing new technologies in enterprise, networking, applications, big data, AI, security and so on that present intriguing technology with market potential, and participating classes are selected by the lab’s partners (including CSPs), based on their priorities.
5G OI Lab now includes more than 118 multi-stage enterprise startups who have collectively raised more than $2 billion in venture capital. A few of the success stories:
- Private network software specialist Expeto, which worked with Dell, Rogers and Ericsson on a private 5G network that operates in a Canadian gold mine.
- Network observability start-up MantisNet partnered with Palo Alto Networks on a joint effort to work around quirks of how mobile networks are architected in order to identify mobile devices and implement security policies.
- Canadian start-up DarwinAI, recently acquired by Apple is moving ahead with a generative AI initiative later this year.
5G OI Lab has built 5G private networks that are used as testbeds for use cases that could serve particular industries well. The most recently announced is at the Tacoma Tideflats port area, and it supports five enterprise with use cases ranging from worker safety and worker communications such as push-to-talk capabilities to streaming surveillance video, to better supply chain visibility through faster data offloading via ship-to-shore connectivity; companies involved include Comcast, Dell Technologies, VMware by Broadcom, Intel, Expeto, Ericsson and others.
Brisimitzis comments: “What we have seen is that these internally run accelerators or labs—no offense to anyone—they end up being internal navel-gazing, because they are just about that company, and therefore the conversation is just about that company,” he explains. “Well, as large as Microsoft is, or Amazon, or AT&T, they’re part of a bigger ecosystem. And enterprises don’t buy from just one company, they buy from ecosystems.”
5G OI Lab endeavors to be part of an ecosystem that works together to bring new solutions from the lab to the field to the market.
Author’s Note:
The IEEE 5G/6G Innovation Testbed is a cloud-based, end-to-end 5G network emulator that enables testing and experimentation of 5G products and services. Secure, easily-accessible and “always on,” this platform brings 5G network testing and development to your fingertips and paves the way for speedier and smoother real world deployments.
References:
5G Open Innovation Lab: Relationships, resources and the road to innovation
Another 5G Open Innovation Lab: AT&T, Comcast, Nokia, Intel, Microsoft, Dell assist 118 startups in search of 5G Killer Apps
IBM: 5G use cases that are transforming the world (really ?)
mmWave Coalition on the need for very high frequency spectrum; DSA on dynamic spectrum sharing in response to NSF RFI
According to the mmWave Coalition, most 5G and 6G discussions to date are focused on lower frequencies. “A key reason for this is that it is hard to justify a business case for sub-THZ mobile spectrum use at present as there are now basic technical questions, technological hurdles, and cost issues, yet these are fertile and active areas of research which may eventually lead to compelling opportunities for mobile use in this spectrum.”
Policymakers shouldn’t forget the potential of very high frequency spectrum [1.], the Coalition said last week in response to the National Science Foundation’s request for information (RFI) on the national spectrum research and development plan, which is part of the U.S. national spectrum strategy. The Coalition wrote:
“5G and 6G in US policy deliberations addresses both fixed and mobile users, and the 5G and 6G mobile uses are dependent on fronthaul and backhaul which are essentially fixed services. While these fixed links are often implemented in non-spectrum fiber optic links, there is a vast, growing need for wireless backhaul, especially in rural, underserved areas often where fixed wireless access is vital for rural households, and often backhaul requirements cannot always be implemented in fiber technology, due to installation urgency requirements, local terrain features that delay or block installation, cost, or short term requirements that make fiber optic installation uneconomical”
Note 1. ITU-R Report R M.2376 contains studies of frequency ranges (6-100 GHz) for International Mobile Telecommunications (IMT) technologies. It is envisioned that future IMT systems will need to support very high throughput data links to cope with the growth of the data traffic, new extremely bandwidth demanding use cases, as well as new capabilities of integrated sensing and communication (ISAC). There has been academic and industry research and development ongoing related to suitability of mobile broadband systems in frequency bands above 92 GHz to enable services requiring tera-bit per second speeds. This has prompted researchers to consider the technical feasibility of higher frequency bands in IMT.
An ITU-R preliminary draft new report in progress provides information on the technical feasibility of IMT in bands between 92 GHz and 400 GHz. This draft report complements the studies carried in Report ITU-R M.2376.
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The Dynamic Spectrum Alliance (DSA) said the RFI is on target in the areas it suggests for research. “Efficiency, dynamic spectrum access and management, automated interference mitigation, and coexistence modeling are all areas in which the DSA and our members have keen interest and extensive experience. We also fully support efforts to study the economic-, market-, social-, and human-centric aspects of increasing spectrum access.”
DSA called on the NSF to take into account innovative licensing frameworks that are already working, including the citizens broadband radio service band and 6 GHz. “Given the historical success of the variety of spectrum sharing techniques in different bands designed to protect different incumbents … there is no one size fits all solution to spectrum sharing,” DSA said.
One term of interest is ‘‘Dynamic Spectrum Sharing’’ which is a focus of the National Spectrum Strategy but was not defined. The DSA defines Dynamic Spectrum Sharing as the use of both innovative licensing frameworks, such as those that enable opportunistic access, and automated dynamic spectrum management tools to coordinate spectrum assignments, increase spectrum efficiency, and expand spectrum access for a wide range of new users while also protecting incumbent operations.
Dynamic Spectrum Sharing between 4G and 5G Networks
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AT&T urged the administration to more clearly define the term dynamic spectrum sharing. The definition should include an “examination of full-power licensed use” and “development of a basis for predictable times and/or geographies in which dynamically shared spectrum can be used,” AT&T said.
The U.S. carrier urged more work on interference mitigation techniques and not restricting research to “mere ‘on/off’ spectrum access controls.” The definition should seek “to define co-channel and adjacent channel interference environments to incorporate into network design and operation.”
References:
https://communicationsdaily.com/article/view?search_id=838690&id=1914125
https://s3.amazonaws.com/warren-news.com/pdf/916759
https://dynamicspectrumalliance.org/2024/DSACommentstoNSFonSpectrumRnDPlanRFI.pdf
New ITU report in progress: Technical feasibility of IMT in bands above 100 GHz (92 GHz and 400 GHz)
ITU-R WP5D: Studies on technical feasibility of IMT in bands above 100 GHz
Telstra achieves 340 Mbps uplink over 5G SA; Deploys dynamic network slicing from Ericsson
Vodafone tests 5G Dynamic Spectrum Sharing (DSS) in its Dusseldorf lab
Keysight Technologies, Qualcomm extend 5G Collaboration to Dynamic Spectrum Sharing (DSS) Technology
Ericsson 5G data call using dynamic spectrum sharing with Qualcomm 5G Modem-RF System
Bundenetzagentur: 5G was 28.5% of broadband speed measurements in Germany (Oct 2022 thru Sept 2023)
German Federal Network Agency Bundenetzagentur (BNetzA) annual report said that 5G readings made up 28.5% of the broadband speed measurements up from 6% in the previous (2020/2021) reporting period.
“I’m pleased that the network operators are pushing ahead rapidly with the 5G rollout. More and more mobile customers are benefiting from very high speeds. This trend will pick up even more in the coming years,” said Klaus Müller, President of the Bundesnetzagentur.
It’s possible to achieve very high data transmission rates with 5G (?), which are sometimes well over the contractually agreed estimated maximum of the relevant tariff. This year’s annual report includes a special examination of such measurements.
Results for fixed broadband connections
The proportion of fixed broadband users whose connection had a download speed of at least half their contractually agreed maximum speed was 85.5% (2021/2022: 84.4%). The proportion of users whose connection had a speed equivalent to or higher than their contractually agreed maximum speed was 43.5% (2021/2022: 42.3%). Slight improvements on the previous year were thus evident.
Most end-users (79.1%; 2021/2022: 78.2%) were satisfied with the performance of their provider (rating of 1 to 3 on a scale of 1 to 6, with 1 being the highest). 10.4% of customers (2021/2022: 10.9%) gave their connection a rating of 5 or 6. These results show that customer satisfaction was slightly higher than in the previous year. The actual speeds measured by satisfied end-users were closer to the contractually agreed maximum speeds.
Results for mobile broadband connections
For mobile broadband connections, general performance was again considerably lower than for fixed broadband. The proportion of users across all bandwidth categories and providers whose connection had at least half their contractually agreed estimated maximum speed was 25.5% (2021/2022: 23.2%). The proportion of users whose connection had a speed equivalent to or higher than their contractually agreed estimated maximum speed was 4% (2021/2022: 3%).
The large majority of end-users (70.4%) once again gave their providers a rating of 1 to 3. This is a very small decline on the previous 12-month period (2021/2022: 70.8%). The fact that at the same time the broadband speeds measured as a percentage of the contractually agreed estimated maximum speeds were again low still suggests that mobile broadband users rated mobility and absolute speeds higher than actually receiving their contractually agreed maximum speeds.
Speed test results do not allow conclusions on broadband coverage
The test results depend on the tariffs agreed between the users and their providers. It is therefore not possible to draw conclusions from the broadband speed checker results about broadband coverage or the availability of broadband internet access. Rather, the tests show if the providers supply their customers with the contractually agreed bandwidth.
Annual report on broadband speed tests
The eighth annual report covers the period from 1 October 2022 to 30 September 2023. A total of 305,035 valid tests were made using the desktop app (2021/2022: 398,747 valid tests). For the mobile sector, the number of valid tests was 563,363 (2021/2022: 623,581).
References:
https://breitbandmessung.de/interaktive-darstellung
Nokia plans to investment €360 million in microelectronics & 5G Advanced/6G technology in Germany
Vodafone Germany deploys Ericsson 5G radio to cut energy use up to 40%
With 85% 5G coverage in Germany; only 40% have used a 5G network
Vodafone Germany plans to activate 2,700 new 5G cell sites in 1H 2023
Deutsche Telekom launches 5G private campus network with Ericsson; Sovereign Cloud for Germany with Google in Spring 2022
Germany and France to fund private 5G projects with ~EUR 18 million
Satellite 2024 conference: Are Satellite and Cellular Worlds Converging or Colliding?
Converged terrestrial and satellite connectivity is a given, but the path is strewn with unknowns and sizable technological and business challengers, according to satellite operator CEOs. Hopefully, 3GPP Release 18 will contain the necessary specifications for it to be implemented as we explained in this IEEE Techblog post.
During Access Intelligence’s Satellite 2024 conference in Washington DC this week, Viasat CEO Mark Dankberg said satellite operators must start thinking and acting like mobile network operators, creating an ecosystem that allows seamless roaming among them. Terrestrial/non-terrestrial network (NTN) convergence requires “a complete rethinking” of space and ground segments, as well as two to three orders of magnitude improvement in data pricing, Dankberg said. Standards will help get satellite and terrestrial to fit together, but that evolution will happen slowly, taking 10 to 15 years, Iridium CEO Matt Desch said. It remains to be seen how direct-to-device services will make money, he added. Satellite-enabled SOS messaging on smartphones “is becoming free, and our satellites are not free — we need to make money on it some way,” Desch added.
The regulatory environment around satellite has changed tremendously during the past decade, with the FCC very oriented toward mobile networks’ spectrum needs and now satellite matters making up most of the agenda for the 2027 World Radiocommunication Conference, Desch said. However, there will be regulatory challenges to resolve in satellite/terrestrial convergence, he predicted. There are significant synergies in having a 5G terrestrial network and satcom assets under one roof, he said. Blurring the lines between terrestrial and non-terrestrial makes it easier for manufacturers to build affordable equipment that operates in both modes, Desch concluded.
That inevitable convergence is being driven by declining launch costs, maturing technologies and improved manufacturing, all of which make non-terrestrial network connectivity more economically competitive, said EchoStar CEO Hamid Akhavan. He said the EchoStar/Dish Network combination (see 2401020003) was driven in part by that convergence, consolidating EchoStar’s S-band spectrum holdings outside the U.S. with Dish’s S-band holdings inside the country. The deal also melds Dish’s network operator expertise with Hughes’ satellite expertise.
Wednesday Opening General Session: Are Satellite and Cellular Worlds Converging or Colliding?
To ensure space’s sustainability, missions must follow the mantra of “leave nothing behind,” sustainability advocates said. Space operators should have more universal protocols and vocabulary when exchanging space situational awareness data, as well as more uniformity in what content gets exchanged, said Space Data Association Executive Director Joe Chan. When it comes to space sustainability, clutter isn’t necessarily dangerous, and any rules fostering sustainability should avoid restricting the use of space, he said. Space lawyer Stephanie Roy of Perkins Coie said a mission authorization framework covering space operations that fall outside the regulatory domain of the FCC, FAA and NOAA is needed. Space operators and investors see sustainability rules as inevitable and want to ensure they allow flexibility and don’t mandate use of any particular technology, she added. Many speakers called for a “circular economy” in space, with more reuse of materials via refueling, reuse or life extension.
Separately, space sustainability advocates urged a mission authorization regulatory framework and universal use of design features such as docking plates enabling on-orbit serving or towing. Meanwhile, conference organizers said event attendance reached 14,000.
Also, ITU Secretary-General Doreen Bogdan-Martin urged the satellite industry to join ITU’s Partner2Connect digital coalition aimed at addressing digital divide issues, particularly in the least-developed nations and in landlocked and small island developing countries. The digital divide “is right up there” with climate change as a pressing issue for humanity, said Bogdan-Martin. She noted the coalition has received $46 billion in commitments, with a target of $100 billion by 2026.
References:
https://communicationsdaily.com/article/view?BC=bc_65fb60473d5de&search_id=836928&id=1911572
ABI Research and CCS Insight: Strong growth for satellite to mobile device connectivity (messaging and broadband internet access)
SatCom market services, ITU-R WP 4G, 3GPP Release 18 and ABI Research Market Forecasts
https://www.3gpp.org/specifications-technologies/releases/release-18
China Mobile & China Unicom increase revenues and profits in 2023, but will slash CAPEX in 2024
China Mobile increased revenue 7.7% to 1.009 trillion Chinese yuan (US$140 billion) in 2023, with earnings up 3.7%. China Mobile’s biggest growth drivers were cloud computing and storage, which grew 66% to RMB83 billion ($11.5 billion), and 5G enterprise, which hiked sales by 30% to RMB47.5 billion ($6.6 billion). It also revealed it had earned RMB5.4 billion ($750 million) in 5G private networking revenue, up 113%. Its “new business” segment, which covers international, investments and applications, expanded 28% to RMB49.3 billion ($6.9 billion).
China Mobile’s capital spending was RMB180.3 billion ($25 billion), a 2.6% decrease from 2022. It gave no guidance for 2024, but CAPEX will surely decrease in 2024 and coming years due to a recent change to retain existing 5G network equipment longer than previously planned.
China Mobile’s Board on Thursday voted to extend the depreciable life of its 5G assets from seven years to ten years, based on the belief that much of its 5G network equipment will continue to be deployed after the arrival of 6G (IMT 2030) at the end of this decade (or later). The state owned telco said it expects “that 5G network investments shall be reused in 6G network infrastructure to the maximum extent, and therefore it is expected that 5G/6G networks will coexist after commercialization of 6G and 5G equipment will have a relatively long life cycle.”
The immediate effect of this decision will be to cut a massive 18 billion yuan ($2.5 billion) out of China Mobile’s depreciation bill this year. It’s the first time any major telco has formally declared that not only is it reluctant to spend on new 6G equipment, but that it also intends to keep its 5G assets as long as possible. That sends a clear warning that in the aftermath of the 5G capex binge, telcos have little appetite for big technology bets without a clear ROI.
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Meanwhile, China Unicom boosted net profit by 11.8% and topline revenue by 5.0%. Unicom said it had grown its cloud business by 42% to RMB51 billion ($7.1 billion), while its new computing and digital services business recorded RMB75 billion ($10.4 billion) in sales, up 13%.
“With 5G network coverage nearing completion, the Company’s investment focus is shifting from stable Connectivity and Communications (CC) business to high-growth Computing and Digital Smart Applications (CDSA) business. CAPEX was RMB73.9 billion in 2023. Network investment saw an inflection point.”
In 2023, Connectivity and Communications (CC) business, which encompasses mobile connectivity, broadband connectivity, TV connectivity, leased line connectivity, communications services as well as information services, achieved revenue of RMB244.6 billion. It contributed to three quarters of the service revenue of CC and CDSA combined. The Company’s connectivity scale further expanded, with the total number of CC subscribers exceeding one billion, representing an increase of about 140 million from the end of 2022.
China Unicom capital spending was flat at RMB73.9 billion ($10.3 billion), and it revealed it will slash CAPEX this year by RMB8.9 billion ($1.2 billion) or 12%.
References:
https://www.lightreading.com/5g/china-mobile-unicom-raise-red-flags-on-network-spend
https://www1.hkexnews.hk/listedco/listconews/sehk/2024/0321/2024032100246.pdf
https://www1.hkexnews.hk/listedco/listconews/sehk/2024/0319/2024031900241.pdf
MIIT: China’s Big 3 telcos add 24.82M 5G “package subscribers” in December 2023
China Mobile verifies optimized 5G algorithm based on universal quantum computer
Omdia: China Mobile tops 2023 digital strategy benchmark as telcos develop new services
China Unicom & Huawei deploy 2.1 GHz 8T8R 5G network for high-speed railway in China
Light Source Communications Secures Deal with Major Global Hyperscaler for Fiber Network in Phoenix Metro Area
Light Source Communications is building a 140-mile fiber middle-mile network in the Phoenix, AZ metro area, covering nine cities: Phoenix, Mesa, Tempe, Chandler, Gilbert, Queen Creek, Avondale, Coronado and Cashion. The company already has a major hyperscaler as the first anchor tenant.
There are currently 70 existing and planned data centers in the area that Light Source will serve. As one might expect, the increase in data centers stems from the boom in artificial intelligence (AI).
The network will include a big ring, which will be divided into three separate rings. In total, Light Source will be deploying 140 miles of fiber. The company has partnered with engineering and construction provider Future Infrastructure LLC, a division of Primoris Services Corp., to make it happen.
“I would say that AI happens to be blowing up our industry, as you know. It’s really in response to the amount of data that AI is demanding,” said Debra Freitas [1.], CEO of Light Source Communications (LSC).
Note 1. Debra Freitas has led LSC since co-founding in 2014. Owned and operated network with global OTT as a customer. She developed key customer relationships, secured funding for growth. Currently sits on the Executive Board of Incompas.
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Light Source plans for the entire 140-mile route to be underground. It’s currently working with the city councils and permitting departments of the nine cities as it goes through its engineering and permit approval processes. Freitas said the company expects to receive approvals from all the city councils and to begin construction in the third quarter of this year, concluding by the end of 2025.
Primoris delivers a range of specialty construction services to the utility, energy, and renewables markets throughout the United States and Canada. Its communications business is a leading provider of critical infrastructure solutions, including program management, engineering, fabrication, replacement, and maintenance. With over 12,700 employees, Primoris had revenue of $5.7 billion in 2023.
“We’re proud to partner with Light Source Communications on this impactful project, which will exceed the growing demands for high-capacity, reliable connectivity in the Phoenix area,” said Scott Comley, president of Primoris’ communications business. “Our commitment to innovation and excellence is well-aligned with Light Source’s cutting-edge solutions and we look forward to delivering with quality and safety at the forefront.”
Light Source is a carrier neutral, owner-operator of networks serving enterprises throughout the U.S. In addition to Phoenix, several new dark fiber routes are in development in major markets throughout the Central and Western United States. For more information about Light Source Communications, go to lightsourcecom.net.
The city councils in the Phoenix metro area have been pretty busy with fiber-build applications the past couple of years because the area is also a hotbed for companies building fiber-to-the-premises (FTTP) networks. In 2022 the Mesa City Council approved four different providers to build fiber networks. AT&T and BlackRock have said their joint venture would also start deploying fiber in Mesa.
Light Source is focusing on middle-mile, rather than FTTP because that’s where the demand is, according to Freitas. “Our route is a unique route, meaning there are no other providers where we’re going. We have a demand for the route we’re putting in,” she noted.
The company says it already has “a major, global hyperscaler” anchor tenant, but it won’t divulge who that tenant is. Its network will also touch Arizona State University at Tempe and the University of Arizona.
Light Source doesn’t light any of the fiber it deploys. Rather, it is carrier neutral and sells the dark fiber to customers who light it themselves and who may resell it to their own customers.
Light Source began operations in 2014 and is backed by private equity. It did not receive any federal grants for the new middle-mile network in Arizona.
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Bill Long, Zayo’s chief product officer, told Fierce Telecom recently that data centers are preparing for an onslaught of demand for more compute power, which will be needed to handle AI workloads and train new AI models.
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About Light Source Communications:
Light Source Communications (LSC) is a carrier neutral, customer agnostic provider of secure, scalable, reliable connectivity on a state-of-the-art dark fiber network. The immense amounts of data businesses require to compete in today’s global market requires access to an enhanced fiber infrastructure that allows them to control their data. With over 120 years of telecom experience, LSC offers an owner-operated network for U.S. businesses to succeed here and abroad. LSC is uniquely positioned and is highly qualified to build the next generation of dark fiber routes across North America, providing the key connections for business today and tomorrow.
References:
https://www.lightsourcecom.net/services/
https://www.fiercetelecom.com/ai/ai-demand-spurs-light-source-build-middle-mile-network-phoenix
Proposed solutions to high energy consumption of Generative AI LLMs: optimized hardware, new algorithms, green data centers
AI sparks huge increase in U.S. energy consumption and is straining the power grid; transmission/distribution as a major problem
AI Frenzy Backgrounder; Review of AI Products and Services from Nvidia, Microsoft, Amazon, Google and Meta; Conclusions
Türk Telekom and ZTE trial 50G PON, but commercial deployment is not imminent
Türk Telekom and ZTE have carried out a 50G PON trial in Turkey. The two firms announced that their trial delivered speeds in excess of 50 Gbps in the downstream over a single fiber and did so in a way that was compatible with existing PON generations already deployed in Türk Telekom’s network. The PON technologies used were GPON and XGS-PON – the latter offering 10 Gbps symmetrical speeds – technologies alongside 50G PON.
“This interoperability significantly expands the OLT’s potential applications, paving the way for future services such as ultra-high bandwidth access, mobile xHaul, and deterministic campus networks in both home and enterprise environments,” ZTE said.
Yong Jie, CEO of ZTE Türkiye, said: “At the MWC 2022, ZTE unveiled the world’s first precise 50G PON prototype. In 2022, the 50G PON standard was finalized and received wide attention in the industry. It is expected that by 2025, the 50G PON industry chain will be ready for commercialization. As a frontrunner in the transformative journey to 50G PON, ZTE is pleased to empower Türk Telekom to accelerate the realization of their vision to provide unparalleled connectivity solutions to customers across Türkiye.”
In February, ZTE introduced the industry’s first symmetric 50G PON ONU, ZXEN G300-N9, featuring a 50G Ethernet optical port and seamless integration with the symmetric 50G PON Combo line card to meet high-speed access needs for government and enterprise campuses.
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Mehmet Beytur, Support Services and Procurement Management Assistant General Manager of Türk Telekom, said:
“As Türk Telekom, we are at the forefront of our country’s digital transformation, constantly spearheading innovative projects. Our successful collaboration with ZTE on the 3-in-1 50G PON Combo trial exemplifies this commitment. We will continue to take pioneering steps in innovative solutions.”
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However, 50G PON commercial deployment is not imminent as 25G PON is what’s being rolled out now by fiber facilities based telcos. Network operators have repeatedly indicated that they do not want to disrupt their optical distribution networks (ODNs) by moving to a new technology too quickly.
There are a number of technological barriers to 50G PON, one of which is alluded to in the ZTE announcement: while 50G PON can offer 50 Gbps-plus downstream speeds, it is not yet symmetrical, uplink speeds being half that or less.
Nonetheless, the trial is an important step in the ongoing development of 50G PON, even if future deployments are perhaps further away than the vendor community might like.
Dell’Oro pointed out that the coexistence of 50G PON with previous PON generations, and the implementation of combo PON, will be critical to the successful rollout of the technology. The analyst firm noted that “much more significant growth is expected after 2027, as operators begin to evolve their 10Gbps PON networks to next-generation technologies.”
References:
https://www.telecoms.com/fibre/t-rk-telekom-and-zte-trial-50g-pon
Nokia’s launches symmetrical 25G PON modem
Dell’Oro: XGS, 25G, and Early 50G PON Rollouts to Fuel Broadband Spending
Dell’Oro: Broadband access equipment sales to increase in 2025 led by XGS-PON deployments
Omdia: Cable network operators deploy PONs
Omdia Surveys: PON will be a key part of network operator energy reduction strategies
AI sparks huge increase in U.S. energy consumption and is straining the power grid; transmission/distribution as a major problem
The AI boom is changing how data centers are built and where they’re located, and it’s already sparking a reshaping of U.S. energy infrastructure, according to Barron’s. Energy companies increasingly cite AI power consumption as a leading contributor to new demand. That is because AI compute servers in data centers require a tremendous amount of power to process large language models (LLMs). That was explained in detail in this recent IEEE Techblog post.
Fast Company reports that “The surge in AI is straining the U.S. power grid.” AI is pushing demand for energy significantly higher than anyone was anticipating. “The U.S. electric grid is not prepared for significant load growth,” Grid Strategies warned. AI is a major part of the problem when it comes to increased demand. Not only are industry leaders such as OpenAI, Amazon, Microsoft, and Google either building or looking for locations on which to build enormous data centers to house the infrastructure required to power large language models, but smaller companies in the space are also making huge energy demands, as the Washington Post reports.
Georgia Power, which is the chief energy provider for that state, recently had to increase its projected winter megawatt demand by as much as 38%. That’s, in part, due to the state’s incentive policy for computer operations, something officials are now rethinking. Meanwhile, Portland General Electric in Oregon, recently doubled its five-year forecast for new electricity demand.
Electricity demand was so great in Virginia that Dominion Energy was forced to halt connections to new data centers for about three months in 2022. Dominion says it expects demand in its service territory to grow by nearly 5% annually over the next 15 years, which would almost double the total amount of electricity it generates and sells. To prepare, the company is building the biggest offshore wind farm in the U.S. some 25 miles off Virginia Beach and is adding solar energy and battery storage. It has also proposed investing in new gas generation and is weighing whether to delay retiring some natural gas plants and one large coal plant.
Also in 2022, the CEO of data center giant Digital Realty said on an earnings call that Dominion had warned its big customers about a “pinch point” that could prevent it from supplying new projects until 2026.
AES, another Virginia-based utility, recently told investors that data centers could comprise up to 7.5% of total U.S. electricity consumption by 2030, citing data from Boston Consulting Group. The company is largely betting its growth on the ability to deliver renewable power to data centers in the coming years.
New data centers coming on line in its regions ”represent the potential for thousands of megawatts of new electric load—often hundreds of megawatts for just one project,” Sempra Energy told investors on its earnings call last month. The company operates public utilities in California and Texas and has cited AI as a major factor in its growth.
There are also environmental concerns. While there is a push to move to cleaner energy production methods, such as solar, due to large federal subsidies, many are not yet online. And utility companies are lobbying to delay the shutdown of fossil fuel plants (and some are hoping to bring more online) to meet the surge in demand.
“Annual peak demand growth forecasts appear headed for growth rates that are double or even triple those in recent years,” Grid Strategies wrote. “Transmission planners need long-term forecasts of both electricity demand and sources of electricity supply to ensure sufficient transmission will be available when and where it’s needed. Such a failure of planning could have real consequences for investments, jobs, and system reliability for all electric customers.”
According to Boston Consulting Group, the data-center share of U.S. electricity consumption is expected to triple from 126 terawatt hours in 2022 to 390 terawatt hours by 2030. That’s the equivalent usage of 40 million U.S. homes, the firm says. Much of the data-center growth is being driven by new applications of generative AI. As AI dominates the conversation, it’s likely to bring renewed focus on the nation’s energy grid. Siemens Energy CEO Christian Bruch told shareholders at the company’s recent annual meeting that electricity needs will soar with the growing use of AI. “That means one thing: no power, no AI. Or to put it more clearly: no electricity, no progress.”
The technology sector has already shown how quickly AI can recast long-held assumptions. Chips, for instance, driven by Nvidia, have replaced software as tech’s hottest commodity. Nvidia has said that the trillion dollars invested in global data-center infrastructure will eventually shift from traditional servers with central processing units, or CPUs, to AI servers with graphics processing units, or GPUs. GPUs are better able to power the parallel computations needed for AI.
For AI workloads, Nvidia says that two GPU servers can do the work of a thousand CPU servers at a fraction of the cost and energy. Still, the better performance capabilities of GPUs is leading to more aggregate power usage as developers find innovative new ways to use AI.
The overall power consumption increase will come on two fronts: an increase in the number of GPUs sold per year and a higher power draw from each GPU. Research firm 650 Group expects AI server shipments will rise from one million units last year to six million units in 2028. According to Gartner, most AI GPUs will draw 1,000 watts of electricity by 2026, up from the roughly 650 watts on average today.
Ironically, data-center operators will use AI technology to address the power demands. “AI can be used to improve efficiency, where you’re modeling temperature, humidity, and cooling,” says Christopher Wellise, vice president of sustainability for Equinix, one of the nation’s largest data-center companies. “It can also be used for predictive maintenance.” Equinix states that using AI modeling at one of its data centers has already improved energy efficiency by 9%.
Data centers will also install more-effective cooling systems. , a leading provider of power and cooling infrastructure equipment, says that AI servers generate five times more heat than traditional CPU servers and require ten times more cooling per square foot. AI server maker Super Micro estimates that switching to liquid cooling from traditional air-based cooling can reduce operating expenses by more than 40%.
But cooling, AI efficiency, and other technologies won’t fully solve the problem of satisfying AI’s energy demands. Certain regions could face issues with their local grid. Historically, the two most popular areas to build data centers were Northern Virginia and Silicon Valley. The regions’ proximity to major internet backbones enabled quicker response times for applications, which is also helpful for AI. (Northern Virginia was home to AOL in the 1990s. A decade later, Silicon Valley was hosting most of the country’s online platforms.)
Today, each region faces challenges around power capacity and data-center availability. Both areas are years away making from the grid upgrades that would be needed to run more data centers, according to DigitalBridge, an asset manager that invests in digital infrastructure. DigitalBridge CEO Marc Ganzi says the tightness in Northern Virginia and Northern California is driving data-center construction into other markets, including Atlanta; Columbus, Ohio; and Reno, Nev. All three areas offer better power availability than Silicon Valley and Northern Virginia, though the network quality is slightly inferior as of now. Reno also offers better access to renewable energy sources such as solar and wind.
Ultimately, Ganzi says the obstacle facing the energy sector—and future AI applications—is the country’s decades-old electric transmission grid. “It isn’t so much that we have a power issue. We have a transmission infrastructure issue,” he says. “Power is abundant in the United States, but it’s not efficiently transmitted or efficiently distributed.”
Yet that was one of the prime objectives of the Smart Grid initiative which apparently is a total failure! Do you think IEEE can revive that initiative with a focus on power consumption and cooling in AI data centers?
References:
https://www.barrons.com/articles/ai-chips-electricity-usage-2f92b0f3
https://www.supermicro.com/en/solutions/liquid-cooling
Proposed solutions to high energy consumption of Generative AI LLMs: optimized hardware, new algorithms, green data centers
AI Frenzy Backgrounder; Review of AI Products and Services from Nvidia, Microsoft, Amazon, Google and Meta; Conclusions