Disaggregated Open Routers Webinar - When all disaggregation routes lead to the core - Niral Networks
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Disaggregated Open Routers Webinar When all disaggregation routes lead to the core Stéphane Téral | April 2021
2021 research published so far 2
Reports Date
Stéphane Téral’s Perspective: A Few Predictions for 2021 January 12
Stéphane Téral’s Perspective: With Netsia, Juniper Networks builds a RIC-centric January 22
RAN orchestration domain, making RIC more exoteRIC
Network Transformation Report: Impact of 5G and cloud services on January 28
transformation of telecom networks
Stéphane Téral’s Perspective: Slow 5G rollouts and a flawed business model are February 2
why the Angry Birds did not Hatch!
4Q20 & FY20 Wireless Infrastructure February 25
Disaggregated Open Routers March 29
Disaggregated Open Routers Webinar | April 2021
Although this report solely focuses on next gen wireless
3
networks, it paves the way for further research
Image source: UfiSpace
Disaggregated Open Routers Webinar | April 2021
Disaggregating the cellular network 4
From the cell site gateway (CSG) to the core router
Disaggregation, the
splitting of network
elements into smaller
parts, helps service
providers break down
their vertical service silos
and enable the use of
cheaper white box
devices that work with
other vendors' software
CSG in 4G C-RAN CSG in 2G/3G/4G
architecture D-RAN architecture
Disaggregated Open Routers Webinar | April 2021
We see 4 disaggregation routes 5
Routes 1, 2 and 3 are the most common ones so far
1. Separation of hardware from software as pioneered by Google in its own data centers a
decade ago
2. Hardware disaggregation through dedicated and distributed white boxes, named distributed
disaggregated chassis (DDC) white box architecture adopted by AT&T
3. NOS disaggregation through modular elements or functions within the OS that can act
independently from other containerized functions
4. Control plane decoupling from a carrier-grade provider’s edge routing platform and moving it
to general compute servers to serve consumers and enterprise customers from the same
platform
• This is what Verizon did with Cisco and Juniper Networks in the 2018-2019 timeframe to replace its
legacy edge routers entirely. Verizon is now running software defined networking (SDN)-based multi-
service edge platforms, which use a disaggregated control plane and external compute to enhance its
capabilities beyond those of a traditional router
Disaggregated Open Routers Webinar | April 2021
Route 1: hardware/software separation 6
Accton is an original design manufacturer (ODM)
Disaggregation mainly
focuses on separating the
hardware from the network
operating system (NOS) and
then putting the NOS on
white boxes
BUT it can also include
disaggregating the software
itself in order to only deploy
the software that's needed
on a device. That way,
service providers are only
paying for the pieces or
elements of the software
that they actually need.
Disaggregated Open Routers Webinar | April 2021
Another look at route 1 options 7
From one integrated piece to several pieces that need tight integration
Disaggregated Open Routers Webinar | April 2021
Route 2 and 3: DDC and NOS disaggregation
9/27/2019: AT&T submits its DDC white box architecture to OCP with networking silicon Broadcom’s Jericho2 8
9/28/2020: AT&T deploys disaggregated open core routers
Fully optimized for 400Gbs interfaces required in
AT&T’s IP backbone upgrade for 5G:
1. A line card system supports 40 x 100G
client ports, plus 13 400G fabric-facing ports.
2. A line card system supports 10 x 400G
client ports, plus 13 400G fabric-facing ports.
3. A fabric system supports 48 x 400G ports.
A smaller, 24 x 400G, fabric systems is also
included.
2020 deployments with:
• Hardware: UfiSpace
• NOS: DriveNets
• Silicon: Broadcom Jericho2
Image source:
Disaggregated Open Routers Webinar | April 2021
And all this leads to a broad ecosystem 9
It’s all you can eat, feel free to build your own DOR kit!
Software Hardware Silicon
Disaggregated Open Routers Webinar | April 2021
CSPs are cautiously optimistic BUT want to see 10
more maturity and the full benefits
• Only AT&T is convinced! Core was their 1st use case:
Chris Rice, former SVP of Network Infrastructure & Cloud: “We’re entering an era where 100G simply can’t
handle all of the new demands on our network. Designing a class of routers that can operate at 400G is
critical to supporting the massive bandwidth demands that will come with 5G and fiber-based broadband
services. We’re confident these specifications will set an industry standard for DDC white box architecture
that other service providers will adopt and embrace.”
DCSG Aggregation Core
Drivers Eliminate vendor lock in, lower capex and cost per bit
Lower opex unproven, OA&M
Challenges
5G topologies, IAB Reliability Legacy support
Disaggregated Open Routers Webinar | April 2021LightCounting’s DOR sizing and forecasting 11
methodology is built on our DCSG model
Service Providers’
Cell sites collection
DCSG rollout plans
CSG to cell site ratio CSG replacement rate DCSG adoption rate
CSG footprint
LightCounting DCSG
Size & Forecast
Inputs from:
Aggregation
- DCSG/DOR vendor ecosystem
Size & Forecast
- Established vendors
Core
Size & Forecast
Disaggregated Open Routers Webinar | April 2021Our model produced a universe of half a million 12
CSGs to be potentially replaced with a DCSG
Caveat: China has no appetite for disaggregation and therefore is excluded
Primary drivers: Eliminate
vendor lock in, abundance of
NOS suppliers
Secondary driver: Find
alternatives to Chinese vendors
Inhibitors: Integration costs, 5G
topologies, 3GPP Rel. 16 IAB
Disaggregated Open Routers Webinar | April 2021The DOR market is taking off and is here to stay 13
BUT it requires more CSPs to take the plunge and drive volumes
DCSG = low hanging fruit with
largest volumes
Aggregation = largest opportunity
Core = high end market
* Traditional routers used at cell sites and for cell site aggregation
DOR sales excluding DCSGs
Disaggregated Open Routers Webinar | April 2021Report is available at Lightcounting.com 14
Written analysis of DOR architectures and
emerging vendor ecosystem.
Excel spreadsheet tracks white box hardware
units and sales, and software sales.
Regions: North America, Europe Middle East
Africa, Asia Pacific, and Caribbean Latin America.
5-year market forecast.
Disaggregated Open Routers Webinar | April 20212021 Research Publication Calendar: Wireless
Reports Description Date 15
Network Transformation Report Service provider survey about their major network transformation projects Jan 28
4Q20 & FY20 Wireless Infrastructure Quarterly 2G/3G/4G/5G Market size, shares and regional 5-year forecast Feb 25
Disaggregated Open Routers Ecosystem analysis with market size and regional 5-year forecast Mar 29
China Wireless Infrastructure FY20 Bi-annual update on what’s happening in China, including economics, geopolitics, and wireless April 15
market size, share and forecast
Japan Wireless Infrastructure FY20 Bi-annual Update on what’s happening in Japan, including economics, wireless market size, share Apr 30
and forecast
1Q21 Wireless Infrastructure Quarterly 2G/3G/4G/5G Market size, shares and regional 5-year forecast May 27
vRAN and Open RAN Market Update Ecosystem analysis with market size, shares, and regional 5-year forecast Jun 24
5G Core & Service-based Architecture Ecosystem analysis with market size, shares, and forecast broken down by network function Jul 29
2Q21 Wireless Infrastructure Quarterly 2G/3G/4G/5G Market size, shares and regional 5-year forecast Aug 26
China Wireless Infrastructure 1H21 Bi-annual update on what’s happening in China, including economics, geopolitics, and wireless Sep 16
market size, share and forecast
Japan Wireless Infrastructure 1H21 Bi-annual Update on what’s happening in Japan, including economics, wireless market size, share Sep 30
and forecast
Network Automation: SON, RIC, SD-RAN Ecosystem analysis with market size, shares, and regional 5-year forecast Oct 28
3Q21 Wireless Infrastructure Quarterly 2G/3G/4G/5G Market size, shares and regional 5-year forecast Dec 2
Disaggregated cell site gateways (DCSG) Ecosystem analysis with market size, shares, and regional 5-year forecast Dec 16
Stéphane Téral’s Perspective Ongoing insightful powerful research notes about major events and facts occurring in the industry n/a
Disaggregated Open Routers Webinar | April 2021Meet with LightCounting
at Live and Virtual Events 16
360O Network Automation China SDN/NFV/AI Network Automation Mobile World
Congress - Virtual Conference - Beijing and AI - Virtual Congress - Barcelona
April 12-14, 2021 April 14-15, 2021 April 20-21, 2021 June 28-July 1, 2021
Disaggregated Open Routers Webinar | April 2021LightCounting Contacts 17
Research:
Vlad Kozlov – Vlad@lightcounting.com
John Lively – John@lightcounting.com
Stéphane Téral – Stephane@lightcounting.com
Roy Rubenstein – Roy@lightcounting.com
Becky Bosco – Becky@lightcounting.com
Tom William – Tom@lightcounting.com
Stelyana Baleva – Stelyana@lightcounting.com
Takehito Ichida – Takehito.Ichida@takanalytics.com
Zhou Xue – Zhou@lightcounting.com
Client Services:
George Stojsavljevic – George@lightcounting.com
Takashi Kimura – Takashi.Kimura@takanalytics.com
Debbie Lv – Debbie@lightcounting.com
Disaggregated Open Routers Webinar | April 2021Thank You 858 West Park Street Eugene, OR 97401 408.962.4851 info@lightcounting.com
THE NAME ALONE IS WHAT SETS US APART AND WHAT DEFINES US AS A COMPANY. Seventeen years ago, LightCounting began with an analyst team focused on research for high-speed interconnects for the datacom, telecom, and consumer communications markets. From that time our research team has grown to cover the whole supply chain supporting Optical Networks and Datacenters. In early 2020, we added coverage of the global Wireless Infrastructure market as well. We have been defining and refining the market intelligence mix ever since, to offer our clients a unique perspective on the industry landscape ahead and a clear roadmap to navigate it with. THAT’S OUR MARKET INTELLIGENCE. THAT’S HOW IT HELPS OUR CLIENTS GROW.
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