The U.S. government has changed a 35 billion dollar (approximately 3.84 billion yen) wireless communication equipment industry, bringing a new competition era.For U.S. companies, there is a chance to re -enter the industry that has withdrawn several years ago.
According to a research company Deloro Group, the only companies in the past five years have gained more than 20 % share in the wireless equipment market, China, Ericsson, Sweden, and Nokia in Finland.Other competitors have not been able to get even 10 % share stably.
But that situation is changing.According to the Deloro Group, cyber security concerns are promoted to US initiatives trying to tighten the Huawei, and more than 60 % of the world's wireless communication equipment industry is considering restricted measures against Huawei.Or is it already implemented.The United States, the UK, and the European Union (EU) governments are trying to support domestic radio communication equipment manufacturers with funds such as funds, and are trying to boost the three existing companies.
As a result, a new competition market has been created to make the 1990s more.In the 1990s, giants in the old -fashioned industry, such as Lucent, Motorola, Nortel, Siemens, and Alcatel, had shared the growing telecommunications market market.
"It's like an atmosphere of the western development era."Bill Prammer, who has served as Nokia and Huawei executives and is currently working for the 5th -generation mobile communication system (5G) company JMA wireless, says:"It's probably since the collapse of the dot com bubble to see the dynamic and lively competitive environment in the wireless market."
These new environments can benefit all stakeholders except Huawei, Ericsson and Nokia.Many competitors have the opportunity to get a business that was not reached only a few years ago.In addition, new overheating is promoted to the innovation (technological innovation) and cost reduction of wireless telecommunications carriers, and the savings and innovation results may be returned to customers.
U.S. officials also say that this new competitive environment is extremely important for US efforts to oppose China's influence through the development of 5G technology.5G is a next -generation wireless technology that will be the components of all future technology in various industries and products, including automated factories and heart rate monitors.A country that controls 5G will be in a good position to lead the technology industry in profits and human resources several years later.
First strike
Some telecommunications operators have begun to rely on Samsung Electronics, a major Korean smartphone maker.Samsung is relatively new in the wireless infrastructure industry.As of 2020, it was the fifth place after the three major manufacturers and China's Choho Kono (ZTE), but last year he won a great victory.The US News Giant Verizon Communications changed the supplier from Nokia to Samsung.
However, the most likely to shake the competitive order is the possibility of purchasing a 5G device using open standard software.
To understand why, consider a communication device that sends a signal to a mobile phone.The communication device consists of three of the antennas, hardware installed directly below the antenna pillar antenna, and hardware placed on the base of the pillar.Huawei, Ericsson, and Nokia are currently selling these three, and they are not interoperable.For example, even if Elixon electronic devices are installed under the Huawei antenna, it does not work.
It's like buying a Dell laptop that is compatible with Dell monitors and printers.This means that customer options are limited in terms of price, quality and function.
That's where the open RAN (wireless access network) based on the open standard is an open standard.If you use a device based on this standard, wireless communication operators can combine various antennas with various antenna hardware and integrated base equipment equipment.In that case, the number of options will increase in terms of cost and quality for telecommunications carriers.
The U.S. government is the main supporters of the open software initiatives, and the US officials have said that it could be positive to both US national security and companies.The tailwind for U.S. companies is that a new opportunity to enter, and this new initiative can be more useful for US companies such as Microsoft and IBM (Microsoft and IBM).It depends on software.
"It may be possible to increase security, reduce the dependence on a single foreign vendor, reduce costs, and move the equipment market to software that the United States is good at."In March, Jessica Rosen Warsel, the U.S. Communications Committee (FCC), stated in March.
If a US company actually becomes a major manufacturer in the 5G equipment market, it can play a major role in setting international standards for telecommunications equipment.In this field, China is making a breakthrough, but US authorities hope that US and democracy allies will formulate wireless standards.This is because we believe that it will be more secure and less likely to be hacked.
U.S. President Joe Biden and Prime Minister Yoshiyoshi Suga said last month, "nurturing innovation and promoting trusted vendors and diverse markets," agreed to promote open 5G networks.The White House revealed.This year, the U.S. Congress established a law to establish a fund for subsidies in the Ministry of Commerce to support domestic use of such open standard devices.The Supercoming Diet for supporting the bill demanded that the fund was allocated $ 750 million in FY2022.
In the UK, Task Force, which is appointed by a government that supports the transition from the Huawei device of the British wireless telecommunications carrier, uses a new equipment manufacturer or an open standard software by the mid -2020s.Proposal to account for 25 %.We encouraged the government to give encouragement to wireless telecommunications carriers who purchase such equipment and suppliers who set up research facilities in the UK.
The new entry group focuses on the open standard
Relatively small US telecommunications companies, such as Air Span Networks, Ultiaster, Mavenir, JMA, and Parallel Wireless, are focusing on 5G devices using open software.Ericsson and Nokia have also shifted to some of the open standard software.
それら新参組は、いくつかの大手通信事業者と契約を結んでいる。AT&Tはオープンスタンダード機器をテスト中で、徐々に導入する計画だ。また、ディッシュ・ネットワークは自社のネットワーク全体でオープンスタンダードのインフラを利用すると述べている。
According to the Deloro Group, open -standard devices used by both the new groups and the existing companies that are shifting to the new market are expected to account for 10 % of the market by 2025.
According to Motorola and Cisco Systems, he is currently working in Ultiistic, which offers open -standard 5G equipment software, said, said, "The telecommunications carrier requires options," "I need a powerful ecosystem."And said," The number of competitors has decreased to several companies. "
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購読However, open standard equipment is still in the early stages, and it is too early to judge whether it will be a major player.According to telecommunications carriers, the test of the open standard equipment has revealed the drawbacks.New technology may be less energy efficient than conventional systems.Open standard equipment can be used in rural areas, but in urban areas with high population density, performance is not yet sufficient.
However, the telecommunications carrier believes that the open standard equipment will be equivalent to Huawei, Ericsson and Nokia devices in three to four years.
"It is very important for us to maintain vendor system competition for us," said Michel Travia, a Michel Travia, a major French telecommunications giant Orange.I can't do it. "