Core Insights - The mobile core network (MCN) market experienced a year-on-year growth of 19% in Q2, with the 5G segment growing by 31% and the voice core segment by 18% [2] - The growth of 5G standalone (5G SA) networks is driven by an increase in the number of users and mobile network operators (MNOs) launching more 5G SA services, with 71 MNOs confirmed to have launched 5G SA services for consumers [2][5] - The adoption of new technologies such as NR RedCap and dynamic network slicing is expected to enhance the performance and reduce costs for IoT devices connected to 5G networks [2][8] Market Growth and Projections - The growth rate for the MCN market is projected to double to 10% by 2025 due to strong performance in the first two quarters of the year [2] - Despite only 10% of MNOs having launched 5G SA, the core space is accelerating due to the low penetration rate of 5G SA users, with only 14% of mobile users expected to have 5G SA services by the end of 2024 [5] - The revenue for 5G MCN is expected to grow at a compound annual growth rate (CAGR) of 6% from 2024 to 2029 [7] Technological Advancements - The introduction of NR RedCap is anticipated to lower costs and improve performance for IoT devices, with new 5G smartwatches expected to launch soon [8] - Multi-access edge computing (MEC) is also seeing significant growth, with a 32% year-on-year increase in Q2 2025 and an expected 44% growth for the year [11] - The integration of new voice technologies such as VoNR with cloud-native IMS Core is enhancing user experience and driving growth in voice core and 5G packet core markets [9] Industry Trends - MNOs are increasingly recognizing the potential of cloud-native networks, leading to upgrades in voice core systems, which is contributing to market growth [2][9] - The trend of migrating 5G core workloads to public cloud options is re-emerging, allowing MNOs to evaluate the best solutions for their markets [10] - The use of artificial intelligence in network operations is expected to drive demand for more core capacity as MNOs offer advanced AI tools to customers [9][10]

Group 1 - Google Fiber and Nokia have collaborated to demonstrate network slicing for home broadband, successfully reducing gaming latency from 90 milliseconds to 10 milliseconds [1] - Network slicing is a core technology of 5G, and its application has not yet met expectations, requiring more market participants to drive its commercial value [1][3] - Comcast has also initiated network slicing trials, aiming to reduce latency by 75% and support various applications including Apple FaceTime and Nvidia GeForce Now [2] Group 2 - Siemens has partnered with O2 Telefónica to develop 5G network slicing solutions, targeting industries such as water management and wastewater treatment [3][4] - The B2B model is currently the primary deployment method for network slicing, with Siemens acting as a reseller of O2 Telefónica's slicing services [4] - Google Fiber's demonstration may lead to B2C business models, enhancing its broadband service capabilities while also offering slicing capabilities to users [4] Group 3 - The smartphone sector faces challenges in implementing network slicing due to limitations in chipsets and operating systems, hindering the formation of B2C and B2B2C models [5][6] - For network slicing to succeed in consumer markets, smartphones must incorporate slicing capabilities, which requires collaboration among operating systems, modem chips, and applications [6][12] - A survey indicated that 33% of global operators are testing network slicing, while only 7% have deployed initial use cases, highlighting the complexity and resource demands of end-to-end slicing [13] Group 4 - Network slicing can enhance user experiences by providing dedicated bandwidth and lower latency, particularly in crowded environments [8] - It can drive innovation in internet applications, allowing for the development of new services based on reliable network slicing [9] - Service industries can leverage network slicing to improve customer service, offering dedicated communication channels for high-end clients [10] Group 5 - The introduction of network slicing in smartphones presents a significant opportunity for operators to design premium products and increase revenue [11] - As 5G smartphone users grow, network slicing could lead to tiered service offerings, enhancing the average revenue per user (ARPU) for operators [11] - The successful implementation of network slicing in consumer markets is crucial for expanding the mobile internet economy [11]