爱立信破解运营商“管道化”困局：可编程网络与AI双轮驱动

Core Viewpoint - The global telecommunications industry is facing a "growth without revenue" bottleneck, where the increase in network traffic does not translate into corresponding revenue growth, leading to a "growth reduction" phenomenon [1][3]. Group 1: Industry Challenges - The traditional network service model is homogenized, failing to meet diverse market demands, resulting in a lack of differentiation between high-value and ordinary services [1]. - Operators are experiencing a "pipeline" dilemma, where the expansion of 5G networks does not yield proportional income increases [1]. Group 2: Differentiated Connectivity - "Differentiated connectivity" has become a consensus in the industry, focusing on using technology to identify the value of different services and providing customized network guarantees for high-priority applications [3]. - Singapore Telecommunications (Singtel) exemplifies this approach by offering tiered service packages based on user needs, transforming operators from mere traffic providers to "service value definers" [3]. Group 3: Programmable Networks and AI Integration - Ericsson views programmable networks as a core development goal for 5G-A, enabling dynamic network configuration based on business needs through software-defined networking (SDN) and network function virtualization (NFV) [5]. - The integration of AI is reshaping network management, transitioning from passive to proactive management, with AI acting as a "network brain" for autonomous decision-making [5][7]. Group 4: Ecosystem Development - Ericsson is building an open ecosystem to attract third-party developers, creating a "network as a service" economic model, with a RAN ecosystem comprising 56 members [8]. - The acquisition of Vonage and the establishment of Aduna aim to create a CPaaS ecosystem, addressing fragmentation in network capability and enhancing collaboration with developers [8]. Group 5: Future Outlook - Despite the commercial launch of 5G-A, challenges remain, including deployment strategy delays in some regions and low penetration rates of new terminals [9]. - Ericsson proposes a dual-track development strategy to enhance 5G-A capabilities while promoting end-to-end differentiated services, aiming to redefine the telecommunications industry's revenue model and digital infrastructure [9].