Unstoppable Wireless Forces
- 1. Unstoppable Wireless Forces Karl Wale Director, Product Line Management Mobile Outlook 2010 www.ccpu.com Confidential and Proprietary
- 2. Who We Are Network Equipment Providers LTE Femtocell DPI ATCA Professional Platforms Services www.ccpu.com Migvan represents Continuous Computing in Israel www.ccpu.com Confidential and Proprietary 2
- 3. Mobile Broadband: Huge Demand & Challenges Mobile voice revenues saturating Mobile broadband driving growth Doubling every 9 months! BUT new base stations & spectrum Source: IDC adding only 20% capacity / year Video is the true network killer app Will bring mobile networks to its knees! The “Exa-Flood” is coming… Source: Cisco Visual Networking Index, 2009 www.ccpu.com Confidential and Proprietary 3
- 4. What Is Driving this Growth? Demographics Devices Demand Internet Applications Internet Generation Mobile Internet Devices & Content www.ccpu.com Confidential and Proprietary 4
- 5. And More to Come… Smartphones, Netbooks, Notebooks… Smartphones Netbooks Notebooks Cameras, eReaders, Med Devices, Gaming, Navigation… Personal IP Cameras eReaders Medical Devices Gaming Consoles Navigation Systems www.ccpu.com Confidential and Proprietary 5
- 6. Device Potential: 50 Billion Connections Connected Devices M2M Connectivity 12 Today, predominantly WiFi Coverage limited to HotSpots 10 Consumer Opportunity Relative Comparison 8 Social networking phenomenon Facebook, YouTube… 6 Wireline on the decline 4 Emergency, home security… 2 Enterprise Opportunity Operational efficiencies 0 Smart meters, tracking... 2009 2015 2020 Year Inventory management Connected Devices Legend: BUT, there are challenges Consumer Electronics – Cameras, eReaders, Gaming Consoles, Personal Medical Devices, Smart Meters, Retail PoS terminal, etc. Security – embedding SIM Traditional Mobile Devices – Cellphones, Smartphones, Netbooks, Indoor coverage Data Cards, Dongles Cost!! Cost!! Cost!! Sources: various analyst reports, Continuous Computing estimates www.ccpu.com Confidential and Proprietary 6
- 7. Big Threat: The Gap Apple sold 7.4M iPhones in Q3 Intel reports blowout Q3 on strong mobile business; Atom rev up 14% AT&T sells Nokia netbooks for $300 with 2 year contract Verizon’s CTO: “Metered broadband is the future” And… Traffic Revenues & Traffic Gap Widening Cost / Bit MUST Voice Era Go Down Revenues Data Era www.ccpu.com Confidential and Proprietary 7
- 8. “4G” Is Not Enough: Need Cheaper & Smarter Too Femtocells = Cheapest Bit Pipe LTE = Fastest Bit Pipe DPI = Smartest Bit Pipe www.ccpu.com Confidential and Proprietary 8
- 9. LTE Delivers “Fast Pipes” Significantly increased data rates E-UTRAN Architecture ~100Mbps down, ~50Mbps up Low latency for real-time apps 11 LTE design wins MME / Serving GW MME / Serving GW EPC: MME, SGW, PDN solutions RAN: eNodeB, HeNodeB S1 S1 X2 eNodeB eNodeB HeNodeB HeNB Gateway eNodeB HeNodeB HeNodeB Spectral Efficiency Improved 4X www.ccpu.com Confidential and Proprietary 9
- 10. Femtocells Deliver “Cheap Pipes” Femtocell = home base station Femtocell Solutions Offloads traffic Provides cell coverage indoors Works with standard 3G & from the macrocell network to a home Low-power & self-configuring to minimize interference base station LTE handsets / data cards Aligns with 3G / LTE standards Leverages users’ broadband Traffic backhauled on users’ fixed broadband (DSL / Cable) Data Traffic offloaded from the macro cellular network Macro network Standard 3G 3G femtocell base station mobile phone converged device 16 Femto design wins www.ccpu.com DSL = Digital Subscriber Line Confidential and Proprietary 10
- 11. DPI Delivers “Smart Pipes” Consumer Network Operator App & Content Provider $ $? Bit Pipe $$ Enables higher network efficiency Enables new revenue streams Traffic Offloading / Throttling (P2P) Tiered SLA / Bandwidth Allocation Security: IPS/IDS, DDoS, Firewall Real Time Service-Tier Upgrade 12 DPI design wins www.ccpu.com DPI = Deep Packet Inspection, P2P = Peer-to-Peer Confidential and Proprietary 11
- 12. Example – Airline, B2C First Business Capacity-Limited Environment Economy Tiered Pricing Model: You Get What You Pay For www.ccpu.com Confidential and Proprietary 12
- 13. Bandwidth-Based Pricing Fast, Faster, Fastest $X / Mbps Pros Cons Consumer’s viewpoint “Guaranteed” data rates & QoE I’m in control Dead spots? Easy to understand Coverage gaps? LTE – the right opportunity! Bit Pipe! Leverage context Revenue / Traffic decoupling Real-time service tier upgrades 20% users taking 80% capacity Tiered SLAs, Tiered Pricing Model www.ccpu.com Confidential and Proprietary 13
- 14. Technology Advances New silicon technology Intel continues to refresh at rapid rate….Westmere shipping… Netlogic XLP832 packet processor delivers 2-3x performance System capacity extends from 80Gbps 200Gbps+ 40G AdvancedTCA 4x backplane bandwidth 1.5x power per slot (300W and beyond…) Ushering in 40GbE & 100GbE era …question is when this becomes cost effective vs 10GbE though www.ccpu.com Confidential and Proprietary 14
- 15. Traffic Management Resurgence of network processor era ? Traffic shaping, congestion management, prioritization Critical requirement for delivering tiered service models Technology must scale to 100G’s+ Centralized NPU resources vs hardware accelerators www.ccpu.com Confidential and Proprietary 15
- 16. Network Solutions Beyond Capacity Play Backhaul cost & PSTN capacity IuCS MSC GMSC NodeB RNC Provider Edge IuPS NodeB Limited Access Network Internet Bandwidth Gi SGSN GGSN Protecting Core Network Capacity www.ccpu.com Confidential and Proprietary 16
- 17. Network Offloading Policy Server VoIP Session Provider NodeB Edge IuPS Gi Internet RNC SGSN GGSN Video Session NodeB Multiple Simultaneous Sessions from Users “IP” traffic Wireless RAN/Core traffic and protocols www.ccpu.com Confidential and Proprietary 17
- 18. Traffic Specific Optimization Video recognized as huge threat to mobile network Particular problem for access networks Video optimization gateways Blends DPI to find video content, with compression technology to reduce required bandwidth Adapts to suit network bandwidth, usage and handset type www.ccpu.com Confidential and Proprietary 18
- 19. In Summary No single answer to broadband explosion Many paths and suitable routes depend on your network Cannot be solved just by capacity growth or service plans ARPU cannot rise by rate of broadband growth Technology gives a 2x improvement every year or two New paradigms will be needed New approaches needed that dramatically change cost per bit New devices to tackle specific challenges – video ! Hardware accelerated traffic management www.ccpu.com Confidential and Proprietary 19
- 20. Questions & Comments Karl Wale [email protected] Director, Product Line Management www.ccpu.com www.ccpu.com Confidential and Proprietary