Multi-G Initiative to drive Open RAN Software Interfaces and increase innovation

Cohere Technologies, Intel, Juniper Networks, Mavenir and VMware intend to collaborate to develop the industry’s first framework for a multi-generational (Multi-G), software-based Open RAN architecture. The Multi-G initiative would define frameworks, interfaces, interoperability testing, and evaluation criteria that would provide the interfaces to support full coexistence of 4G, 5G, and future waveforms.

Intel’s FlexRAN platform is used by most current virtualized RAN (vRAN) deployments; Mavenir has a strong presence in providing open RAN equipment and software; and Juniper Networks and VMware are both contributing their work with the RAN intelligent controller (RIC).  Cohere’s contribution is through its Universal Spectrum Multiplier software that can be integrated by RAN vendors or as an “app” into a telco cloud platform.

Intel’s involvement in this initiative is significant from an industry perspective due to the breadth of FlexRAN adoption. It also puts the chip giant a step ahead of competitors like Qualcomm, Arm and AMD that are aggressively targeting the Open RAN silicon market.

The new Multi-G framework would disaggregate RAN intelligence and scheduling functions, enabling future code releases of Intel’s FlexRAN reference architecture to support higher capacity, software-defined deployments for 4G, 5G and next generation wireless waveforms and standards.

This effort would help drive higher performance and connectivity across satellite, private and ad-hoc networks, and autonomous vehicles, increasing new service and revenue opportunities for telecommunications and mobile operators.

“This is going to make the network programmable all the way from layer one to the highest layers of the architecture,” said Cohere Technologies’ CEO Ray Dolan.  “It’s not that open RAN is incomplete or not vibrant or not working, it is.” Right now, it has opened most of the parts that are what I’ll say are less controversial than the E2 interface. It’s opened the radio interfaces and the antenna interfaces, and so it’s established. But it hasn’t established the proper E2 interfaces completely. And that’s widely accepted as a fact. And in order for, I believe, for open RAN to really achieve its full vision, it needs to open that E2 interface because that’s where the innovation will come. Because that’s where all of the complexity in the marketplace is.”

The E2 work basically taps into the near real-time xApps running in a RIC to monitor and optimize an operator’s RAN deployment – typically either a vRAN or open RAN – and across different spectrum bands. This in turn allows an operator to support more stringent service-level agreements (SLAs) and private network deployments that can generate more revenues.

Ahead of the group’s first meeting in May 2023, telecommunications leaders worldwide are already sharing support for the collaborative initiative:

Vodafone Group
“This commitment from Intel, Mavenir, Juniper Networks, and Cohere, with a software programmable L1 stack, is fully aligned with the vision of Open RAN and will bring us one step closer to the scale deployment of software-defined RAN,” said Yago Tenorio, Vodafone Fellow and Director of Network Architecture, and Chairman of the Telecom Infra Project (TIP). “This has huge potential for significant performance and capacity benefits for all existing cellular networks. We strongly endorse this initiative, and we look forward to seeing the critical interfaces published into the relevant O-RAN Alliance and TIP Working Groups.”

Telstra
“Cohere’s Universal Spectrum Multiplier technology has the potential to unlock new architectural capabilities and opportunities for the RAN beyond today’s architecture,” said Iskra Nikolova, Network and Infrastructure Engineering Executive at Telstra. “We’re pleased to support this initiative and look forward to working with Cohere and the group to define the framework and accompanying critical interfaces.”

Bell
“A genuine Multi-G framework will enhance the benefits of Cohere’s Universal Spectrum Multiplier, strengthen Open RAN vendor flexibility down to the silicon layer, and allow old and new waveforms to coexist— beyond 5G,” said Mark McDonald, Bell’s Vice President, Wireless Access. “Bell looks forward to working with Cohere and partners later this year to further test this architecture.”

Hear from the Collaborators:

Intel Corporation
“This Multi-G framework, enabled by Intel FlexRAN – which is fully software programmable down to L1 – will enable faster O-RAN adoption and unlock new innovations,” said Sachin Katti, senior vice president and general manager of the Network and Edge Group at Intel Corporation.

Mavenir
“As the leading Open RAN partner, we’re excited to be part of the Multi-G initiative which promises to bring 4G and 5G spectral efficiencies gains not possible with incumbent solutions,” said Bejoy Pankajakshan, EVP-Chief Technology and Strategy Officer at Mavenir. “Unlike traditional DSS (Dynamic Spectrum Sharing) techniques which reduces 4G and 5G performance, with our Multi-G collaboration with Cohere and Intel, Mavenir can provide a true spectrum co-existence solution, which deploys 5G on the same spectrum assets as 4G dramatically improving the ROI per Hz on the existing 4G spectrum.”

Juniper Networks
“As more 5G deployments are underway, there is still a large installed base of 4G networks that can benefit from the intelligence, control and automation enabled by an Open RAN Intelligent Controller (RIC) architecture,” said Raj Yavatkar, CTO of Juniper Networks. “Juniper Networks has already demonstrated innovative 4G and 5G use cases with our Juniper Non-RealTime RIC and Near-RealTime RIC that can provide more flexibility to network operators. We are excited to add our expertise and join the Multi-G framework initiative, which will not only help to accelerate Open RAN adoptions but will also spur further innovation across multiple generations of mobile networks to enhance the network operator experience.”

VMware
“VMware is already paving the way for more programmable and intelligent Open RAN networks with our VMware RIC and our Service Management Orchestration Framework (SMO) for end-to-end RAN automation, assurance and optimization,” said Sanjay Uppal, GM & SVP, Service Provider Business Unit, VMware. “We are pleased to join other industry leaders to pioneer in the development of the industry’s first framework for a Multi-G, software-programmable architecture that will further encourage innovation and fast-track the adoption of Open RAN globally.”

Open RAN Policy Coalition
“Defining new interfaces that supercharge developing and future networks is critical for the success of open networks,” said Diane Rinaldo, Executive Director of the Open RAN Policy Coalition. “This will foster innovation and add flexibility, which will improve our competitiveness.”

Cohere Technologies
“We are pleased to work with world-class partners and operators to accelerate the deployment of Multi-G, open networks with significant performance improvements,” said Ray Dolan, CEO of Cohere Technologies. “Cohere is committed to a software-based, open architecture that can drive faster innovation and deliver critical revenue growth and profitability for the industry.”

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About Cohere Technologies:
Cohere is the innovator of Universal Spectrum Multiplier (USM) software for 4G, 5G, and Multi-G O-RAN. USM improves mobile networks up to 2x by MU-MIMO, enabling existing devices in any FDD and TDD spectrum band. Cohere is the creator of the Orthogonal Time Frequency Space (OTFS) wireless system, and is headquartered in San Jose, Calif. (USA). Website: www.cohere-tech.com Twitter: @Cohere_MultiG

References:

https://www.cohere-tech.com/press-releases/multi-g-initiative

https://www.sdxcentral.com/articles/interview/cohere-spearheads-multi-g-initiative-to-break-open-ran-layer-one/2023/04/

LightCounting: Open RAN/vRAN market is pausing and regrouping

ATIS and O-RAN Alliance MOU may be a prelude to Open RAN standards in North America

SNS Telecom & IT: Open RAN Intelligent Controller, xApps & rApps to reach $600 Million by 2025

Intel FlexRAN™ gets boost from AT&T; faces competition from Marvel, Qualcomm, and EdgeQ for Open RAN silicon

 

NTT, VMware & Intel collaborate to launch Edge-as-a-Service and Private 5G Managed Services

Japan’s NTT Ltd. today announced the launch of Edge-as-a-Service, a managed edge compute platform that gives enterprises the ability to deploy quickly, manage and monitor applications closer to the edge.

NTT and VMware, in collaboration with Intel (whose role was not specified), are partnering to innovate on edge-focused solutions and services. NTT uses VMware’s Edge Compute Stack to power its new Edge-as-a-Service offering. Additionally, VMware is adopting NTT’s Private 5G technologies as part of its edge solution. The companies will jointly market the offering through coordinated co-innovation, sales, and business development.

NTT’s Edge-as-a-Service offering is a globally available integrated solution that accelerates business process automation. It delivers near-zero latency for enterprise applications at the network edge, optimizing costs and boosting end-user experiences in a secure environment.

NTT’s Edge-as-a-Service offering, powered by VMware’s Edge Compute Stack, includes Private 5G connectivity and will be delivered by NTT across its global footprint running on Intel network and edge technology.  This work is an extension of NTT’s current membership in VMware’s Cloud Partner Program. VMware and NTT will each market their corresponding new services to their respective customer bases.

“Combining Edge and Private 5G is a game changer for our customers and the entire industry, and we are making it available today,” said Shahid Ahmed, Group EVP, New Ventures and Innovation CEO, NTT.

“The combination of NTT and VMware’s Edge Compute Stack and Private 5G delivers a unique solution that will drive powerful outcomes for enterprises eager to optimize the performance and cost efficiencies of critical applications at the network edge. Minimum latency, maximum processing power, and global coverage are exactly what enterprises need to accelerate their unique digital transformation journeys.”

“The whole premise behind it is that many of our customers are looking for an end-to-end solution when they’re buying either edge or private 5G architectures as opposed to buying edge compute from XYZ and then a private 5G from somebody else and an IoT solution from someone else.  So we thought we would do a full one-stop solution for our customers, particularly those that are in manufacturing and industrial sectors.”  Ahmed also said that NTT will also be able to break these services apart for customers that just want one of the services, but they will all be managed by NTT.

Ahmed added: “We have a very simple pricing structure, which is predictable and tier-based so the customer doesn’t have to put up upfront capex, it’s all opex based.  Obviously, some verticals like to purchase or acquire technology as a capex, so we can do that as well.”

As factories increase their reliance on robotics, vehicles become autonomous, and manufacturers move to omnichannel models, there is a greater need for distributed compute processing power and data storage with near-instantaneous response times. VMware’s secure application development, resource management automation, and real-time processing capabilities combined with NTT’s multi-cloud and edge platforms, creates a fully integrated Edge+Private 5G managed service. VMware and NTT’s innovative offering resides closer to where the data is generated or collected, enabling enterprises to access and react to information instantaneously.

This solution, which leverages seamless multi-cloud and multi-tenant connectivity, combined with NTT’s capabilities in network segmentation, and expertise with movement from private to public 5G, provides critical benefits for multiple industries, including manufacturing, retail, logistics, and entertainment.

“Enterprises are increasingly distributed — from the digital architecture they rely on to the human workforce that powers their business daily. This has spurred a sea change across every industry, altering where data is produced, delivered, and consumed,” said Sanjay Uppal, senior vice president and general manager, service provider, and edge business unit, VMware. “Bringing VMware’s Edge Compute Stack to NTT’s Edge-as-a-Service will enable our mutual customers to build, run, manage, connect and better protect edge-native applications at the Near and Far Edge while leveraging consistent infrastructure and operations with the power of edge computing.”

NTT’s Edge-as-a-Service platform was developed to help secure, optimize and simplify organizations’ digital transformation journeys. Edge-as-a-Service is part of NTT’s Managed Service portfolio, which includes Network-as-a-Service and Multi-Cloud-as-a-Service, all designed for enterprises to focus on their core business.

References:

https://www.businesswire.com/news/home/20220829005027/en/NTT-Launches-Edge-as-a-Service-to-Accelerate-Automation

https://services.global.ntt/en-us/services-and-products/networks/mobile-and-wireless-networks/private-5g

https://www.sdxcentral.com/articles/news/ntt-vmware-intel-team-for-private-5g-edge-tasks/2022/08/

Intel FlexRAN™ gets boost from AT&T; faces competition from Marvel, Qualcomm, and EdgeQ for Open RAN silicon

Dell’Oro Group estimates the RAN market is currently generating between $40 billion and $45 billion in annual revenues. The market research firm forecasts that Open RAN will account for 15% of sales in 2026. Research & Markets is more optimistic.  They say the Open RAN Market will hit $32 billion in revenues by 2030 with a growth rate of 42% for the forecast period between 2022 and 2030.

As the undisputed leader of microprocessors for compute servers, it’s no surprise that most of the new Open RAN and virtual RAN (vRAN) deployments use Intel Xeon processors and FlexRAN software stack inside the baseband processing modules.   FlexRAN  is a vRAN reference architecture for virtualized cloud-enabled radio access networks.

The hardware for FlexRAN includes:  Intel® Xeon® CPUs 3rd generation Intel® Xeon® Scalable processor (formerly code named Ice Lake scalable processor), Intel® Forward Error Correction Device (Intel® FEC Device), Mount Bryce (FEC accelerator), Network Interface Cards – Intel® Ethernet Controller E810 (code name Columbiaville).  Intel says there are now over 100 FlexRAN licensees worldwide as per these charts:

Source: Intel

A short video on the FlexRAN™ reference architecture is here.

FlexRAN™ got a big boost this week from AT&T.  In a February 24, 2022 blog post titled “Cloudifying 5G with an Elastic RAN,” Gordon Mansfield, AT&T VP Mobility Access & Architecture said that “AT&T and Intel had co-developed an industry-leading advanced RAN pooling technology freeing 5G radios from the limitations of dedicated base stations, while enabling more efficient, resilient, and green 5G networks.  DU-pooling will eventually be usable by the entire 5G operator community to drive the telecom industry’s goals of green and efficient wireless networks forward.”

DU pooling technology was made possible by combining AT&T’s deep knowledge of Open RAN technologies as one of the co-founders of the O-RAN Alliance with Intel’s expertise in general purpose processors and software-based RAN through its FlexRAN™ software stack running on Intel 3rd generation Intel® Xeon® Scalable processors. The open standards for communications between radios and DUs that were published by O-RAN enabled its development, and the result is a technology demonstrator implemented on FlexRAN software.

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Intel is now facing new Open RAN competition from several semiconductor companies.

Marvell has just unveiled a new accelerator card that will slot into a Dell compute server (which uses x86 processors). Based on a system called “inline” acceleration, it is designed to do baseband PHY layer processing and do it more efficiently than x86 processors. A Marvell representative claims it will boost open RAN performance and support a move “away from Intel.”  Heavy Reading’s Simon Stanley (see below) was impressed.  “This is a significant investment by Dell in open RAN and vRAN and a great boost for Marvell and the inline approach,” he said.

Qualcomm, which licenses RISC processors designed by UK-based ARM, has teamed up with Hewlett Packard Enterprise (HPE) on the X100 5G RAN accelerator card.  Like Marvel’s offering, it also uses inline acceleration and works – by “offloading server CPUs [central processing units] from compute-intensive 5G baseband processing.”

There is also EdgeQ which is sampling a “Base Station on a Chip” which is targeted at Open RAN and private 5G markets.  Three years in the making, EdgeQ has been collaborating with market-leading wireless infrastructure customers to architect a highly optimized 5G baseband, networking, compute and AI inference system-on-a-chip. By coupling a highly integrated silicon with a production-ready 5G PHY software, EdgeQ uniquely enables a frictionless operating model where customers can deploy all key functionalities and critical algorithms of the radio access network such as beamforming, channel estimation, massive MIMO and interference cancellation out of the box.

For customers looking to engineer value-adds into their 5G RAN designs, the EdgeQ PHY layer is completely programmable and extensible. Customers can leverage an extendable nFAPI interface to add their custom extensions for 5G services to target the broad variety of 5G applications spanning Industry 4.0 to campus networks and fixed wireless to telco-grade macro cells. As an industry first, the EdgeQ 5G platform holistically addresses the pain point of deploying 5G PHY and MAC software layers, but with an open framework that enables a rich ecosystem of L2/L3 software partners.

The anticipated product launches will be welcomed by network operators backing Open RAN.  Several of them have held off making investments in the technology, partly out of concern about energy efficiency and performance in busy urban areas. Scott Petty, Vodafone’s chief digital officer, has complained that Open RAN vendors will not look competitive equipped with only x86 processors. “Now they need to deliver, but it will require some dedicated silicon. It won’t be Intel chips,” he told Light Reading in late 2021.

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Inline vs Lookaside Acceleration:

While Marvell and Qualcomm are promoting the “inline” acceleration concept, Intel is using an alternative form of acceleration called “lookaside,” which continues to rely heavily on the x86 processor, offloading some but not all PHY layer functions. This week, Intel announced its own product refresh based on Sapphire Rapids, the codename for its next-generation server processors.

Simon Stanley, an analyst at large for Heavy Reading (owned by Informa), said there are two key innovations. The first involves making signal-processing tweaks to the Sapphire Rapids core to speed up the performance of FlexRAN, Intel’s baseband software stack. Speaking on a video call with reporters, Dan Rodriguez, the general manager of Intel’s network platforms group, claimed a two-fold capacity gain from the changes. “In the virtual RAN and open RAN world, the control, packet and signal processing are all done on Xeon and that is what FlexRAN enables,” he said.

The other innovation is the promise of integrated acceleration in future Sapphire Rapids processors. Sachin Katti, who works as chief technology officer for Intel’s network and edge group, said this would combine the benefits of inline acceleration with the flexibility of x86. That is preferable, he insisted, to any solution “that shoves an entire PHY layer into an inflexible hardware accelerator,”  a clear knock at inline rivals such as Marvell and Qualcomm.   Despite Katti’s reference to inline acceleration, Stanley does not think it is Intel’s focus. “None of this rules out an inline acceleration solution, but it does not seem to be part of the core approach,” he told Light Reading. “The key strategy is to add maximum value to Xeon Scalable processors and enable external acceleration where needed to achieve performance goals.”

Both inline and lookaside involve trade-offs. Inline’s backers have promised PHY layer software alternatives, but Intel has a major head start with FlexRAN, which it began developing in 2010. That means lookaside may be a lot more straightforward. “The processor is in control of everything that goes on,” said Stanley during a previous conversation with Light Reading. “It is essentially the same software and makes life very easy.”

Larger network operators seemed more enthusiastic about inline during a Heavy Reading survey last year.  By cutting out the processor, it would reduce latency, a measure of the delay that occurs when signals are sent over the network. That could also weaken Intel, reducing power needs and allowing companies to use less costly CPUs. “If you use inline, you probably need a less powerful processor and less expensive server platform, which is not necessarily something Intel wants to promote,” Stanley said last year.

 

References:

https://www.intel.com/content/www/us/en/communications/virtualizing-radio-access-network.html

https://www.intel.com/content/www/us/en/developer/topic-technology/edge-5g/tools/flexran.html?wapkw=FlexRAN

https://www.lightreading.com/open-ran/intel-hits-back-as-rival-open-ran-chips-take-shape/d/d-id/775569?

https://www.lightreading.com/open-ran/intel-is-building-open-ran-fortress-but-its-also-under-attack/d/d-id/770094

EdgeQ Samples World’s 1st Software-Defined 5G Base Station-on-a-Chip

WBA field trial of Low Power Indoor Wi-Fi 6E with CableLabs, Intel and Asus

The Wireless Broadband Alliance (WBA) today announced results from a new field trial using technology from CableLabs®, Intel, and Asus.  The purpose was to highlight the benefits of using Low Power Indoor Wi-Fi 6E for a wide variety of demanding residential applications, including video collaboration for telecommuting, multiplayer gaming, augmented and virtual reality, streaming video and more.

Since the 6 GHz band is higher frequency range than 2.4 GHz or 5 GHz typically used for Wi-Fi, signals have more of a challenge with obstruction the trial took place in a 3,600-square-foot, two-story home with a basement and the drywall, wood and other building materials typically found in a suburban residence. The Wi-Fi 6E enabled laptops with Intel® Wi-Fi 6E AX210 wireless cards were placed in various locations throughout the home and tests were conducted using a Wi-Fi 6E enabled access point from Asus.

The trial featured a range of tests on the downlink and uplink comparing throughput achieved on the 5 GHz and 6 GHz bands for wide channels (80 MHz and 160 MHz). CableLabs and Intel also analyzed the Wi-Fi 6E performance compared to Wi-Fi 6 on the 5 GHz band in the presence of overlapping neighbouring access points.

The trial’s key results include 1.7 TCP Gbps downlink and 1.2 TCP Gbps uplink speeds when using 160 MHz channels on Wi-Fi 6E in locations close to the access point. The larger channel bandwidth and the associated increase in total EIRP transmit power based on the channel bandwidth helped maximize both coverage and speed throughout the home.

These results clearly demonstrate the real-world benefits of using Wi-Fi 6E enabled devices over 6 GHz rather than 5 GHz. It is important to note that although Wi-Fi 6 devices perform better than Wi-Fi 5 devices over 5 GHz, next-level user experiences are possible with Wi-Fi 6E and the additional bandwidth available in the 6 GHz spectrum.

Tiago Rodrigues, CEO of the Wireless Broadband Alliance, said: “This field trial by CableLabs and Intel shows how Wi-Fi 6E and 6 GHz spectrum maximize coverage, capacity, throughput and the user experience in one of the most demanding real-world environments: people’s homes. Between HD and 4K streaming video, multiplayer gaming, dozens of smart home devices and videoconferencing for remote work, today’s home Wi-Fi networks are the foundation for how people live, work and play. This trial highlights that Wi-Fi 6E is more than capable of shouldering that load, especially when paired with 6 GHz spectrum.”

Lili Hervieu, Lead Architect of Wireless Access Technology at CableLabs, said: “CableLabs has been a proponent of making the 6 GHz band available for unlicensed use, and we were honored to conduct the Wi-Fi 6E trial in one of our employee’s homes for a truly real-world experience. The results confirmed the benefit of Wi-Fi 6E for increased capacity and data rate that will support the growing demand we are seeing for a large variety of applications and for new emerging technologies.”

Eric A. McLaughlin, VP Client Computing Group, GM Wireless Solutions Group, Intel Corporation, said: “Intel’s mission is to enable great PC experiences with industry leading platform capabilities like Wi-fi 6E.  The wireless trial, in collaboration with CableLabs and the Wireless Broadband Alliance, helps demonstrate the versatility of Wi-fi 6E on Intel platforms.  The speed, latency, and reliability improvements enabled by the new 6 GHz spectrum, with larger channels and freedom from legacy Wi-Fi interference, will help dramatically enhance user communication, entertainment, and productivity.”

About the Wireless Broadband Alliance: 

Wireless Broadband Alliance (WBA) is the global organization that connects people with the latest Wi-Fi initiatives. Founded in 2003, the vision of the Wireless Broadband Alliance (WBA) is to drive seamless, interoperable service experiences via Wi-Fi within the global wireless ecosystem. WBA’s mission is to enable collaboration between service providers, technology companies, cities, regulators and organizations to achieve that vision. WBA’s membership is comprised of major operators, identity providers and leading technology companies across the Wi-Fi ecosystem with the shared vision.

WBA undertakes programs and activities to address business and technical issues, as well as opportunities, for member companies. WBA work areas include standards development, industry guidelines, trials, certification and advocacy. Its key programs include NextGen Wi-Fi, OpenRoaming, 5G, IoT, Testing & Interoperability and  Policy & Regulatory Affairs, with member-led Work Groups dedicated to resolving standards and technical issues to promote end-to-end services and accelerate business opportunities.

The WBA Board includes Airties, AT&T, Boingo Wireless, Broadcom, BT, Cisco Systems, Comcast, Deutsche Telekom AG, GlobalReach Technology, Google, Intel, Reliance Jio, SK Telecom and Viasat.  For the complete list of current WBA members, click here.

Juniper to integrate RAN Intelligent Controller with Intel’s FlexRAN platform for Open RAN

Juniper Networks today announced plans to integrate its radio access network (RAN) intelligent controller (RIC) with Intel’s FlexRAN platform for Open RAN development.

This joint initiative between two companies is part of Juniper’s continuing efforts to bring openness and innovation to a traditionally closed-off part of the network, providing a faster route-to-market for service providers and enterprises to deliver 5G, edge computing and AI.  Juniper views open RAN as an opportunistic endeavor and claims it’s currently testing the RIC integration in labs and trials with some tier-one operators. Juniper’s RIC takes direction from the O-RAN Alliance and adheres to open interfaces and APIs, but the specialized features it adds on top are proprietary.

Juniper has made major investments to lead the shift to Open RAN, beginning with the exclusive IP licensing agreement with Netsia (a subsidiary of Turk Telekom Group), and continuing with significant involvement in the O-RAN Alliance. Juniper is heavily engaged in expanding integrations with key partners and is part of the innovation team building joint customer solutions in Intel’s 5G Lab.

Spending on Radio Access Networks (RAN) is a significant amount of service providers’ CapEx, primarily due to limited vendor choice and closed architectures which lead to lock-in. Juniper recognizes that the RAN is a domain that demands openness and best-of-breed innovation to ensure the best experience for network operators and their customers, and is determined to lead the industry toward that vision.

Juniper’s collaboration with Intel includes the following:

  • Juniper RAN Intelligent Controller (RIC) and Intel FlexRAN platform are pre-integrated and pre-validated to enhance usability of a full ORAN-compliant Intelligent RAN system
  • Collaborative R&D work with Intel Labs for RIC platform-specific apps to improve customer experience, maximize ROI and drive rapid ORAN ecosystem innovation
  • Joint customer testbeds with Intel to validate performance-improving implementation and speed of time-to-market

Juniper is an active member of the O-RAN Alliance, contributing to six working groups and serving as chair and co-chair of the slicing and use-case task groups, respectively. Juniper is also an editor of RIC specifications within the alliance.

Quotes:

“Juniper has always been committed to open infrastructures, which is why we are excited to support the work that Intel has undertaken with their FlexRAN ecosystem. By collaborating with Intel, we are able to deliver cloud-native routing, automation, intelligence and assurance solutions and services that are optimized for our customers’ needs, speeding time-to-market and enabling them to monetize faster.”
– Constantine Polychronopoulos, VP of 5G and Telco Cloud at Juniper Networks

“RIC is like the brain for open RAN, and we also call it essentially the operating system of the RAN,” said Jai Thattil, director of strategic technology marketing at Juniper Networks.  Juniper intends to differentiate its RIC from others by pre-integrating and validating the technology so operators can adopt it as part of a more comprehensive offering combined with other services. “Juniper is kind of in a unique position, compared to a lot of other vendors” because of its experience in 5G transport, network cores, service management and orchestration, according to Thattil.

“The virtualization of the RAN continues to gain momentum across the industry as operators take advantage of cloud economics and the delivery of new services. This collaboration with Juniper and the validation of FlexRAN and RIC solutions will assist service providers to overcome integration challenges and accelerate time-to-market for future deployments.”
– Caroline Chan, VP Intel Corporation, GM of Network Business Incubator Division

O-RAN Alliance Threatened:

The O-RAN Alliance is in a crisis because of U.S. sanctions against Chinese vendors in the group has troubled Nokia and Ericsson.  In particular, the recent addition to the American “entity list” of three Chinese members of the Alliance. Kindroid, a semiconductor company, Phytium, a supercomputing company, and Inspur, a compute server vendor, have been accused of working with the Chinese military, and have joined 260 other Chinese companies, including, Huawei, on the entity list.

A few days after Nokia decided to suspend its technical activity with the O-RAN Alliance, in fear of American punishment over its engagement at the forum with companies recently put on the American “entity list,” Ericsson expressed similar concerns.

It should not be a surprise that, given O-RAN Alliance’s legacy (born out of a merger of the American-led xRAN Forum and the Chinese-led C-RAN Alliance), there are a strong Chinese contingency. According to Strand Consult, by the end of 2020, 44 of the 200 odd Alliance members are companies from China.  Also of concern is this post by Mr. Strand, What NTIA won’t tell the FCC about OpenRAN.

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References:

https://investor.juniper.net/investor-relations/press-releases/press-release-details/2021/Juniper-Networks-Deepens-Commitment-to-Open-RAN-Innovation-Integrates-Intel-Technology/default.aspx

https://www.sdxcentral.com/articles/news/juniper-nudges-open-ran-ric-into-intel-flexran/2021/09/

Additional Resources:

Media Relations:
Lori Langona
Juniper Networks
+1 (831) 818-8758
[email protected]

 

Intel working with Reliance Jio and Bharti Airtel on 5G for India

Intel said that it is helping Reliance Jio make the transition from 4G to 5G as part of their 5G infrastructure deal. Intel and Jio are collaborating in the areas of 5G radio, core, cloud, edge and artificial intelligence.

“…our collaboration spans those areas, and it’s co.innovation. So, we have got our engineering and business unit teams working closely with Reliance Jio in those areas. And we are committed towards helping customers and partners like Reliance Jio to make the transition from 4G to 5G,” Prakash Mallya, vice president and MD of sales, marketing and communications group at Intel told ET.

Intel’s investment arm, Intel Capital, had in 2020 invested Rs 1,894.50 crore to buy a 0.39% equity stake in Jio Platforms.

Separately, Bharti Airtel Wednesday said it is collaborating with  Intel for working towards 5G network development by leveraging Virtualized Radio Access Network (vRAN) and O-RAN technologies.

This is Intel’s second 5G-related partnership in India.  As per the above, Intel is collaborating with Reliance Jio to help India’s #1 telco with its 5G network development, including in the areas of 5G radio, core, cloud, edge, and artificial intelligence.

Airtel will deploy Intel’s 3rd-generation Xeon Scalable processors, FPGAs, and eASICS, and Ethernet 800 series across its network to build a foundation for rolling out wide-scale 5G, mobile edge computing (MEC) and network slicing which requires a 5G SA core network.

The partnership will also allow Airtel to tap into the hyperconnected world where Industry 4.0, cloud gaming, and virtual/augmented reality (VR/AR) become an integral part of daily lives, according to an official statement.

Earlier this year, Airtel became the first telecom operator in India to demonstrate 5G over a live network in Hyderabad using liberalized spectrum.

The Sunil Mittal-led Bharti is also conducting 5G trials in major cities such as Gurgaon’s Cyber Hub in the Millennium city and in Mumbai’s Phoenix Mall in Lower Parel, in partnership with Swedish Ericsson and Finland’s Nokia, respectively, ET previously reported.

Airtel also entered into a partnership with Tata Sons and Tata Consultancy Services to deploy OpenRAN 5G solutions, including radio and core. It plans to begin pilot in January 2022.

Jio has developed and tested its homegrown 5G solutions together with its partners in India and plans to export the solutions to global markets once proven at a pan-India scale.

Prakash Mallya, vice president and MD of sales, marketing and communications group at Intel recently told ET that the company is helping Indian telecom operators. On Jio partnership, he said that Intel is helping the Mukesh Ambani-led telco transition from 4G to 5G as part of their 5G infrastructure deal.

Intel’s investment arm, Intel Capital, had in 2020 invested India Rupees 1,894.50 crore to buy a 0.39% equity stake in Jio Platforms.

Randeep Sekhon, CTO – Bharti Airtel said, “Airtel is delighted to have Intel as a part of its rapidly expanding partner ecosystem for 5G. Intel’s cutting-edge technologies and experience will contribute immensely to Airtel’s mission of serving India with world-class 5G services. We also look forward to working with Intel and home-grown companies to unlock India’s potential as a global 5G hub.”

“Airtel is delivering their next-generation enhanced network with a breadth of Intel technology, including Intel Xeon Scalable processors and FlexRAN software to optimize RAN workloads with embedded intelligence, to scale their infrastructure and deliver on the promise of a connected India,” Dan Rodriguez, Intel corporate vice president, Network Platforms Group said in a joint statement.

References:

https://telecom.economictimes.indiatimes.com/news/intel-helping-jio-transition-from-4g-to-5g-india-md/84608834

https://telecom.economictimes.indiatimes.com/news/after-jio-intel-lands-new-o-ran-5g-network-deal-with-airtel/84611108

https://www.intel.com/content/www/us/en/wireless-network/5g-business-opportunity-infographic.html

https://cmte.ieee.org/comsoc-tech-blog/2020/07/20/reliance-jio-claim-complete-5g-solution-from-scratch-with-100-home-grown-technologies/

https://cmte.ieee.org/comsoc-tech-blog/2020/05/21/india-telecom-revenue-to-slow-through-march-2021-5g-spectrum-auction-delayed-yet-again/

 

Project Marconi: Machine Learning-based RAN application to boost 5G spectrum capacity

At MWC today Intel and Capgemini Engineering unveiled the industry’s first Machine Learning-based RAN application to boost 5G spectrum capacity.  Capgemini says their solution gives mobile network operators a significant advantage to monetize 5G services faster. Entitled “Project Marconi,” it conforms to O-RAN (Open Radio Access Network) guidelines to maximize spectrum efficiency. The solution intelligently boosts subscriber quality of experience (QoE) with real-time predictive analytics.

Project Marconi is the industry’s first Artificial Intelligence / Machine Learning (AI/ML) based radio network application for 5G Medium Access Control (MAC) scheduler. Optimized with Intel AI Software and 3rd Gen Intel Xeon Scalable processors.

Network providers globally have invested heavily in spectrum and are looking for solutions to develop and gain 5G services faster. According to the Global Mobile Suppliers Association, the total value of spectrum auctions reached over $27 billion in 2020.

Capgemini’s application (running on Intel Architecture) increases the amount of traffic each cell can handle. It allows operators to serve more subscribers and deliver an outstanding experience, while launching new Industry 4.0 services such as enhanced Mobile Broadband (eMBB) and Ultra Reliable Low Latency Communications (URLLC) use cases.

Walid Negm, Chief Research and Innovation Officer at Capgemini Engineering said: “Our teams worked closely with Intel to create a truly innovative solution that can really move the needle for operators. We gathered and utilized over one terabyte of data and conducted countless test runs with NetAnticipate5G to fine-tune the predictive analytics to meet diverse operator requirements. In short, machine learning can be deployed for intelligent decision-making on the RAN without any additional hardware requirement. This makes it cost efficient in the short run and future proof in the long run as we move into Cloud Native RAN implementations.”

Cristina Rodriguez, VP of Wireless Access Network Division at Intel said: “Our 3rd Gen Intel Xeon Scalable processors with built-in AI acceleration provide high performance for deep learning on the Net Anticipate 5G platform. Together, our collaboration delivered ultra-fast inference data to enhance the Open-Source ML libraries resulting in an intelligent RAN that can predict and quickly react to subscriber coverage requirements while reducing TCO.”

Capgemini deployed its NetAnticipate5G and RATIO O-RAN platform to introduce advanced AI/ML techniques. The AI powered predictive analytical solution forecasts and assigns the appropriate MCS (modulation and coding scheme) values for signal transmission through forecasting of the user signal quality and mobility patterns accurately. In this way, the RAN can intelligently schedule MAC resources to achieve up to 40% more accurate MCS prediction and yield to 15% better spectrum efficiency in the case studies and testing. As a result, it delivers faster data speeds, better and more consistent QoE to subscribers and robust coverage for use cases that rely on low latency connectivity such as robotics-based manufacturing and V2X (vehicle-to-everything).

Project Marconi will be demonstrated live at Intel virtual booth  and O-RAN virtual booth during MWC 2021.

More information can be found on Capgemeni’s website.

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Last week, Capgemini Research Institute released a report titled, Accelerating the 5G Industrial Revolution: State of 5G and edge in industrial operationsstating that industrial 5G adoption is still at the ideation and planning stages, with only 30% of industrial organizations having moved to the pilot stage or beyond. This means there is a huge window of opportunity for telcos and those industrial organizations that are yet to make a move.

Signaling a paradigm shift, 40% of industrial organizations surveyed expect to roll out 5G at scale at a single site within two years, and the experience of early adopters could persuade others to make the move. 5G trials and early implementations are delivering strong business benefits, with 60% of early adopters saying that 5G has helped to realize higher operational efficiency, while 43% saying they have experienced increased flexibility.

The study also found that industrial organizations are optimistic that 5G will drive revenues by enabling the introduction of new products, services, and business models. In fact, 51% of industrial organizations plan to leverage 5G to offer new products, and 60% plan to offer new services enabled by 5G.

Furthermore, industrial organizations are aware of the role of edge computing in their 5G initiatives and view it as essential to realizing the full potential of 5G. 64% of organizations plan to adopt 5G-based edge computing services within three years, driven by the increased performance, reliability, data security and privacy it offers. More than a third of industrial organizations across sectors surveyed prefer to deploy private 5G networks, with interest in private 5G networks led by the semiconductor and high-tech sector (50%), followed by aerospace and defense (46%).

“Industrial 5G is a key catalyst in unlocking the potential of intelligent industry and accelerating data-driven digital transformation,” comments Fotis Karonis, Group Leader of 5G and Edge Computing at Capgemini. “Enterprises need to take advantage of the benefits of 5G by engaging with the ecosystem to tap into the shared expertise and co-create innovative, sustainable solutions for tomorrow. An element of iteration is required, but organizations should seek to leverage the 5G ecosystem to jointly test solutions and progress with full-scale 5G adoption, fine-tuning the approach as the ecosystem evolves.”

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About Capgemini:

Capgemini is a global leader in partnering with companies to transform and manage their business by harnessing the power of technology. The Group is guided everyday by its purpose of unleashing human energy through technology for an inclusive and sustainable future. It is a responsible and diverse organization of 270,000 team members in nearly 50 countries. With its strong 50 year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms. The Group reported in 2020 global revenues of €16 billion.

 

References:

https://capgemini-engineering.com/uk/en/industries/communications/marconi-project/

https://www.dropbox.com/sh/i6j3jmvro58tv9q/AAC2UGWH1FvozJcVXElcbGnwa?dl=0

https://www.capgemini.com/news/60-of-industrial-5g-early-adopters-are-already-realizing-improved-operational-efficiencies/

SK Telecom, Samsung, HPE and Intel MOU for 5G NFV Technology Evolution; ETSI ISG-NFV?

Who needs the ETSI ISG on NFV?  Apparently, no one BUILDING 5G INFRASTRUCTURE!  Founded in November 2012 by seven of the world’s leading telecoms network operators, ETSI ISG NFV became the home of the definition and consolidation for Network Functions Virtualization (NFV) technologies.  Yet there is very little, if any, commercial deployments based on their specifications.  In particular, the greatly promoted ETSI NFV management and orchestration (NFV-MANO).

SK Telecom  today announced that it signed a Memorandum of Understanding (MOU) with Samsung Electronics, Hewlett Packard Enterprise (HPE) and Intel for cooperation in the commercialization of an evolved 5G network functions virtualization (NFV) platform

Under the MOU, the four companies will jointly develop evolved NFV technologies for 5G network infrastructure, establish a standardized process for adoption of NFV, and develop technologies that can harness the capabilities of the virtualized network.   Together, the companies will be able to reduce the time required to validate and integrate technologies from various vendors as well as verify them within the network. This will result in a more rapid introduction of new innovative technologies that enhance end user experience.   

Mobile operators will be able to benefit from a significantly reduced time-to-market for the latest 5G services such as augmented reality (AR) and virtual reality (VR) through the NFV platform. Previously, they had to install each new hardware equipment or upgrade existing ones to introduce a new service.   

The four companies will realize an evolved 5G NFV platform by applying Samsung’s 5G solution based on technologies from Intel and HPE to SK Telecom’s 5G network.  To this end, Intel will provide its latest technologies, including Intel Xeon Processors, Ethernet 800 Series Network Adapters and Solid State Drives, and HPE will provide HPE ProLiant Servers to Samsung Electronics for early development and verification purposes. SK Telecom plans to establish a process for 5G network virtualization, which includes interconnecting its 5G core network to Samsung’s virtualized 5G solutions.   

“Through this global cooperation, we will secure a solid basis for commercialization of an evolved 5G NFV platform and provide more innovative services to our customers,” said Kang Jong-ryeol, Vice President and Head of ICT Infrastructure Center of SK Telecom. “Going forward, we will continue to develop new technologies for 5G NFV evolution to play a leading role in realizing communication services of the future.” 

“Together with SK Telecom, HPE and Intel, Samsung will lay the groundwork for network virtualization to allow SK Telecom to swiftly apply Samsung’s virtualized solutions on partner hardware platforms. As more operators look to virtualized networks, this collaboration will serve as an exemplar of transforming legacy networks to virtual networks,” said Roh Wonil, Senior Vice President and Head of Product Strategy, Networks Business at Samsung Electronics. “With proven success in 5G commercialization, we will continue to extend our 5G leadership, allowing customers to experience immersive 5G services.”  

“Industry collaboration is essential to accelerate the rollout of 5G networks,” said Dan Rodriguez, corporate vice president and general manager of the Intel Network Platforms Group. “The joint work between SK Telecom, Intel, HPE and Samsung will be instrumental in helping SK Telecom implement the latest technologies and new capabilities in a faster and more agile way, ultimately delivering new innovative services to their end users.” 

“We are pleased to be providing telco optimized infrastructure for this collaboration with SK Telecom, Samsung and Intel”, said Claus Pedersen, vice president, Telco Infrastructure Solutions, HPE. “HPE believes that the future of 5G lies in open, interoperable software and hardware innovation from different vendors. This is yet another proof point that HPE is the leading open infrastructure provider for 5G, helping telcos to deploy 5G services faster, on secure telco optimized platforms.”

About SK Telecom

SK Telecom is Korea’s leading ICT company, driving innovations in the areas of mobile communications, media, security, commerce and mobility. Armed with cutting-edge ICT including AI and 5G, the company is ushering in a new level of convergence to deliver unprecedented value to customers. As the global 5G pioneer, SK Telecom is committed to realizing the full potential of 5G through ground-breaking services that can improve people’s lives, transform businesses, and lead to a better society.

SK Telecom says they have attained unrivaled leadership in the Korean mobile market with over 30 million subscribers, which account for nearly 50 percent of the market. The company now has 47 ICT subsidiaries and annual revenues approaching KRW 17.8 trillion.

References:

https://www.samsung.com/global/business/networks/insights/press-release/sk-telecom-and-samsung-forms-global-cooperation-for-5g-nfv-technology-evolution/

For more information, please contact [email protected] or visit our Linkedin page www.linkedin.com/company/sk-telecom.

 

Analysis: Intel and MediaTek partnership to make 5G PCs; Qualcomm competition?

Summary:

Intel and MediaTek are partnering to make cellular-connected personal computers.  Intel will “define” a 5G PC system spec (“Intel will define a 5G solution specification focused on deployment in key laptop segments”) while MediaTek will develop the 5G cellular chip for those PCs.  The first products are targeting availability in early 2021. Dell and HP are expected to be among the first OEMs to deliver laptops enabled with Intel and MediaTek’s 5G solution.

Intel also will help make sure the 5G chip works properly and will help computer makers integrate their processor into PCs (“Intel will also provide optimization and validation across the platform and lend system integration and co-engineering support to further enable its OEM partners.”).

The partnership is also expected to increase the global presence for MediaTek’s 5G modems, which are mainly sold to Chinese smartphone makers.  The 5G PC chip is based in part on MediaTek’s Helio M70 5G modem, introduced earlier this year.  From the Intel announcement:

“5G is poised to unleash a new level of computing and connectivity that will transform the way we interact with the world. This partnership with MediaTek brings together industry leaders with deep engineering, system integration and connectivity expertise to deliver 5G experiences on the next generation of the world’s best PCs.”
–Gregory Bryant, Intel executive vice president and general manager of the Client Computing Group

The partnership helps MediaTek break into a bigger U.S. market and prevents Intel from being shut out of 5G-connected PCs. It also helps Intel defends one of its most important markets: computers. It has long made the majority of chips that go into PCs, but rival Qualcomm has been gaining market traction with its Snapdragon SoCs that were originally designed for smartphones. Qualcomm’s SoCs generally provide better battery life and connectivity that are not traditionally found in computers.

5g 2x1

Image courtesy of Intel

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The two companies are also working with Fibocom on the development of M.2 modules optimized for integration with Intel client platforms. As the first module vendor for this solution, Fibocom will provide operator certification and regulatory support, as well as lead 5G M.2 module manufacturing, sales and distribution.

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Analysis:

Since the introduction of the iPhone in 2007, people have started to spend more time on their phones and less time on their PCs. They also hold onto computers longer than their mobile devices. The answer for Microsoft and traditional PC makers has been to turn computers into something more like phones. They’ve been working with Qualcomm on such devices for a couple of years, and Intel, the world’s biggest PC chipmaker, has started to jump into the fray.

Intel earlier this year introduced its Project Athena initiative, a multiple-company, multiple-year effort to make PCs more like computers. Devices are meant to wake instantly, sport brighter screens for outdoor use and have battery life that lasts all day. Project Athena laptops also need to be able to complete a biometric login process in a second or less after a laptop lid is opened, and Athena gets an additional second to connect to Wi-Fi. The first devices are due this year, but they’re not cellular-enabled.  For that, users have to turn to Qualcomm-powered PCs.

Last year, Qualcomm unveiled its first processor designed specifically for computers, called the Snapdragon 8cx Compute Platform. Qualcomm partnered with Lenovo to introduce its the Snapdragon 8cx 5G compute platform in late May this year. “Consumers can expect more to come from Lenovo and Qualcomm in early 2020,” the Qualcomm said. The chip is powerful but also power efficient, giving users multiple days of battery life on a single charge.

Many PC makers have started using Qualcomm chips. That includes the Samsung’s Galaxy Book S, which was unveiled in August and runs on the 8cx. The ultrathin, ultralight laptop has a 13.3-inch touchscreen and sports 23 hours of battery life. It also has built-in LTE.

Intel, on the other hand, struggled to make a cost competitive 5G chip for Apple’s iPhones and was losing lots of money on that project.   it exited the cellular modem business After Apple and Qualcomm reached a multiyear chip supply agreement in April, Intel exited the 5G smartphone modem business.  This past July, Apple and Intel jointly announced that Apple planned to buy Intel’s smartphone modem business for $1 billion. The deal likely gives Apple access to some of Intel’s work on 5G technology mostly from the latter’s acquisition of Infineon cellular division.

There are only four companies in the world making 5G chips: Qualcomm, MediaTek, Samsung and Huawei while only the first two sell into the merchant semiconductor market. Samsung and Huawei largely only use their 5G chips in their own devices (though a new phone from Vivo will use Samsung’s Exynos 5G modem).

MediaTek predominantly supplies modems to Asian (mostly China) handset makers. Its first 5G modem chip/chip set won’t work on any of the 5G networks that have been deployed in the U.S.

Intel and MediaTek now hope their efforts will be enough to fend off Qualcomm and attract PC makers.  Other spin offs are also possible, depending on the success of this initial effort.

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Qualcomm Competition or 5G Monopoly?

Qualcomm has supplied 5G modems for the vast majority of 5G smartphones sold this year. Intel wouldn’t partner with Qualcomm, a company it views as its chief rival in the semiconductor business.  Michael Chertoff, former Head of U.S. Homeland Security penned an oped in yesterday’s Wall Street Journal that Qualcomm’s Monopoly Imperils National Security.  He wrote:

A monoculture technology system likewise poses substantial risks. If there is some critical flaw in the single system on which the U.S. is dependent, its failure would be catastrophic. These technical vulnerabilities are especially risky in security-sensitive industries such as telecommunications. American reliance on a single chip provider creates an inviting target for adversaries, who would need to find and exploit only one vulnerability to execute a destructive cyberattack.

In the Pentagon’s view, maintaining the company’s economic health is also essential because it is a critical player in the competition with China to develop 5G technology. To be sure, it’s important to support the viability of U.S. firms that can compete with China on 5G, but this hardly justifies the risks of a mono-culture in the defense-industrial base.

Further, the argument mistakenly links two national-security issues in an artificial way. Qualcomm doesn’t need protection in the wireless chipset market to strengthen its competitive edge in the 5G race. To the contrary, it has every incentive to develop leading 5G technologies even in the absence of protection in the chip market.

In the technology race against China, the U.S. should prefer to let competition drive innovation rather than support exclusive national champions. Apart from the economic inefficiency, a single-source national champion creates an unacceptable risk to American security—artificially concentrating vulnerability in a single point. The government’s argument in support of Qualcomm isn’t prudent, and if courts accept it, the result would be a self-inflicted wound to U.S. national interests. We need competition and multiple providers, not a potentially vulnerable technological monoculture.

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References:

https://newsroom.intel.com/news/intel-mediatek-partner-deliver-5g-pc/

https://www.cnet.com/news/intel-mediatek-partners-to-make-5g-chips-for-pcs/

https://www.lightreading.com/mobile/5g/intel-partners-with-mediatek-for-5g-pc-chips/d/d-id/755933?

 

Apple in advanced talks to buy Intel’s 5G modem business for $1 billion

The Wall Street Journal reported late yesterday that Apple is in advanced talks to buy Intel’s abandoned smartphone modem business for $1 billion, saying  that a deal encompassing patents and staff could be announced as early as next week.

Intel announced this past April it was exiting the 5G (and 4G LTE) modem chip business earlier this year after Apple reached a surprise settlement with Qualcomm that would see Apple once again return to using Qualcomm’s modems in its phones. Intel CEO Bob Swan went on to clarify that Intel had abandoned the modem chip business directly because of the Apple settlement — without Apple as a customer, the company concluded that it “just didn’t see a path” forward.

The deal would give Apple access to engineering work and talent behind Intel’s years long push to develop modem chips for 4G LTE and the crucial next generation of wireless technology known as 5G, potentially saving years of development work. Apple has been working to develop chips to further differentiate its devices as smartphone sales plateau globally, squeezing the iPhone business that has long underpinned its profit. It has hired engineers, including some from Intel, and announced plans for an office of 1,200 employees in San Diego.

For Intel’s part, a deal would allow the company to shed a business that had been weighing on its bottom line: The smartphone operation had been losing about $1 billion annually, a person familiar with its performance has said, and has generally failed to live up to expectations. Though it would exit the smartphone business, Intel plans to continue to work on 5G technology for other connected devices.

Intel and Apple have been in off- and on-again talks for about a year. They broke down around the time Apple reached a multiyear supply agreement for modems with Intel rival Qualcomm Inc., The Wall Street Journal reported in April.

Intel had cast a wider net for buyers then and received expressions of interest from a number of parties, but the talks with Apple—long seen as the most-logical buyer—soon resumed.

Neither Intel or Apple sent a delegate to the recently completed ITU-R WP5D Technology Aspects WG meeting where IMT 2020 RIT/SRIT candidate technologies were progressed.

The Apple-Intel discussions began last summer, around the time former Intel Chief Executive Brian Krzanich resigned, people familiar with the matter have said. Mr. Krzanich championed the modem business and touted 5G technology as a significant future revenue stream. When Bob Swan was named to that job in January, analysts said the odds of a deal rose because his focus on cleaning up Intel would require addressing the losses in the modem business.

Intel is the latest Apple supplier to exit a business after the iPhone maker moved to develop components in-house. Late last year, Apple agreed to a $600 million deal to acquire 300 engineers and facilities from Dialog Semiconductor PLC as the company increasingly develops the battery-management chips Dialog had supplied.

Apple has been reluctant to cut big deals in the past, preferring to acquire about 15 to 20 small companies annually that have technology it can easily integrate. But with the slowdown in its iPhone business, the company has become more open to bigger deals. It has been spending its giant cash reserves on share buybacks and dividends (AKA financial engineering).  But the iconic company still has a substantial war chest, with $113 billion of cash after debt as of March 30th. Its largest deal to date remains the $3 billion acquisition of Beats Electronics LLC in 2014.

Here’s a timeline of Intel’s rocky relationship with Apple for the iPhone:

  • 2007 — 2016: Qualcomm was Apple’s go-to modem provider.
  • 2016 — April 2019: Apple put its arm around Intel, hoping it could offer the same chips as Qualcomm for a lower price.
  • April 16, 2019: Apple begrudgingly settled lawsuits with Qualcomm, and agreed to use its chips again for at least 6 years.
  • Also April 16, 2019: Since Apple broke up with it, Intel announced it was done with smartphone modems.

 

Key Takeaways:

After the Apple / Qualcomm deal, Intel reportedly began searching for a buyer for its modem business. Apple makes a lot of sense as a buyer. Prior to Apple and Qualcomm settling, Intel became the sole third-party modem provider for the 2018 models of the iPhone. And Apple has long been Intel’s only major customer for modems — nearly every other major Android phone relies on either Qualcomm or in-house solutions.

If Apple is able to effectively use Intel’s patents, research, and engineers into a functioning 5G chip assembly line, Qualcomm will lose the power it has over the iPhone. If not, there won’t be any competition and Qualcomm will keep charging high prices for 5G chipsets.  Qualcomm is the only chip company to date that is able to offer modem chips for 5G phones, so Apple has no choice but to work with them unless it acquires Intel’s 5G modem chip business.