网络简化框架——运营商视角

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - Mobile Network Operators (MNOs) face increasing complexity in mobile networks and must simplify their service offerings to remain competitive. Key technological trends driving simplification include Cloud Native architectures, Agentic and Generative AI, federated network services, and advancements in optical fiber technology. Agile working methods are also crucial for MNOs to deliver new services quickly [8][9] Summary by Sections Introduction - MNOs are managing complex systems due to rapid technological evolution and must adapt to diverse use cases beyond traditional consumer services. The goal is to create flexible, on-demand virtual networks with dedicated resources and guaranteed service characteristics [10][11] Path Towards Network Simplification - Technology Adoption Challenges - Key technological trends facilitating simplification include: - Transition from virtualized to cloud-native architecture, enhancing agility and operational efficiency [16] - Shift from AI/ML analytics to Agentic/Generative AI for more autonomous network operations [17] - Evolution of transport network technology focusing on maximizing existing fiber connections [18] - Standardization of Telco APIs for federated network services [19] Challenges with Technology Adoption - MNOs face challenges in adopting technology across three domains: Radio, Core, and Transport. Each domain has unique lifecycle constraints and operational complexities that must be addressed for successful simplification [21][23] RAN Domain - The RAN domain is critical and complex, facing challenges such as legacy technology removal, hardware consolidation, and operational complexity. MNOs are exploring technologies like RAN disaggregation and AI for network planning [25][30] Core Network Domain - Simplification in the core network is driven by the need for dynamic scaling and operational efficiency. Challenges include legacy OSS/BSS systems and the need for a flexible architecture to support diverse service offerings [42][44] Transport Network Domain - MNOs encounter challenges in transforming transport networks due to multiple suppliers and the need for security upgrades. The introduction of quantum-secure cryptographic solutions is also a consideration [58][59] Proposed Framework for Evolution Towards a Simplified Network - MNOs should prioritize technology and non-technology enablers based on their unique contexts and the simplification benefits they can achieve. A stepwise approach is recommended to map enablers to specific domains and understand implementation challenges [70][71] Key Considerations for Prioritization - Different stages of MNO network evolution (Advanced 5G, Mid 5G, Early 5G) require tailored prioritization of enablers, focusing on aspects like service creation, data readiness, and organizational transformation [76][80]