A number of developments from Mobile World Congress are impacting the market for edge network services.
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Moor Insights & Strategy offers up a forecast on the investment in and around 5G. The report (free, sponsored by Intel) is of interest because it goes beyond the typical forecast focused on wireless network hardware.
Report author Patrick Moorhead, founder and president of Moor Insights, suggests that the bulk of an estimated $326bn in spend by 2025 will be on datacenter related technologies, including storage and compute, while an estimated $11.6bn of that will go towards edge compute, storage, and software. While that's less than 4% of the total, it represents a sizable target for startups and smaller players who can bring innovative new technologies to bear on the need for edge compute services. - JD
Nokia's chief executive, Rajeev Suri, told the audience at MWC '18 that cloud computing companies such as Google are draining traffic away from traditional telecoms firms. As the webscale companies build their own networks, the means traffic gets offloaded closer and closer to end users, resulting in the aforementioned traffic offload.
While Suri noted the many deals for 5G they have made with telecom firms, the unspoken threat to these customers comes from the likes of Facebook as well as Google and Amazon. The webscale companies will do what they can to keep traffic on their networks - and minimizing opportunities for telcos to monetize data via traditional bandwidth pricing models. And, as Nokia's deal with Facebook to help create wireless mesh networks shows, Nokia isn't going to turn down business from these upstarts. - JD
At this year's MWC, attendees got to see a lot of demos of multi-access edge cloud (MEC). Of particular interest, Saguna Networks is showing AWS GreenGrass running on Saguna's standards-based MEC platform. The demo shows a driver monitoring application that streams live video over the Vodaphone network. AWS Lambda functions are used to determine if a driver is drowsy or distracted, and can send alerts for dangerous conditions. - JD