confidential © 2021 vmware, inc. 1
TRANSCRIPT
Confidential │ © 2021 VMware, Inc. 1
Confidential │ © 2021 VMware, Inc. 2
Any Device
Any Application Traditional Cloud Native SaaS
Any Cloud HybridPrivate
Edge
PublicHybrid
Intrin
sic Security
VMware Delivers the Digital FoundationBuild, Run, Manage, Connect and Protect Any App on Any Cloud on Any Device
Telco
Confidential │ © 2021 VMware, Inc. 3
VMware Teleco Cloud單一雲端體驗, 助力電信混合邊緣雲部署與管理 (一致的管理和營運, 簡化的AP遷移, 一致的安全性政策)
Telco Cloud Operations
Telco Cloud Automation
Telco Cloud Infrastructure
虛擬雲端網路
Virtual Cloud Network
原生安全性
Intrinsic Security
多雲、混合雲
Multi-Cloud
數位工作空間
Digital Workspace
Core Edge RAN Private 5G
應用程式現代化
App Modernization
- Create a unified, developer-friendly, multi-cloud “Telco Edge Cloud Architecture” to enable carriers to accelerate their business 一致的,對開發者友善以及滿足多雲環境部署的電信邊緣雲架構,以利運營商加速業務發展
- Enable an open, disaggregated, and vendor-agnostic ecosystem 開放的,分離解構以及廠商中立的生態系
VMware Tanzu
VMware Pivotal Labs
VMware vSphere
VMware vRealize
CloudHealth by VMware
VMware Carbon Black
VMware Workspace ONE
VMware NSX
VMware SD-WAN by VeloCloud
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VMware’s Telco Vision and StrategySoftware-Defined, Full-Stack Network Modernization for Hybrid/Multi-Cloud
Benson Zuan
Senior System Engineer, SEBU and MAPBU
Confidential │ © 2021 VMware, Inc.Confidential │ © 2020 VMware, Inc.
機會與挑戰
市場動態
Top 10 deals for FY21 = $337M
A Fantastic FY’21 for Telco!
$337MThe opportunity to close more large deals in FY22 is here!
Confidential │ © 2021 VMware, Inc.
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VMware is firing on ALL cylinders
VMware Continues Strong Momentum in Telco
CSPs networks deployed on VMware
120+
FY21 bookings
$900M+
YoY growth rate on telco networks
80%+
Certified VNF/CNF on VMware Telco Cloud
200+
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CSP Market Trends Are Favoring VMware’s Telco Strategy
5G will be a main driver of CSPs infrastructure investments
Telco Cloud Platform is the foundation for CSPs to deliver additional value to customers
CSPs need to deploy a horizontal edge cloud for vRAN and edge services
NFVI Market to exceed $4.7B by 2023
NFVI to grow at CAGR of 36% to support 5G-virtualization in Core and RAN
Investment in 5G is the biggest single factor driving telecom software and services industry
Telco Cloud Platform serves as the control point for delivering services
IDC Carrier Market Report
1.1 1.42.1
2.93.9
4.73.6
4.8
6.9
9.3
11.7
13.8
2018 2019 2020 2021 2022 2023
REV
ENU
E ($
B)
2018 - 2023 TELCO CLOUD MARKET
• Carrier NFVi xNF Market
VMware’s Opportunity to Write the 5G Story!
“5G is the single biggest tech investment we will see in our lifetime.”
- Pat Gelsinger, VMware Board of Directors
“To take advantage of the opportunities available, companies must anticipate their use cases without delay, and we operators must support them and develop solutions to meet their needs. The story of 5G has to be written together.”
- Stéphane Richard, Orange Group, CEO
“5G is so much more than just another technology innovation. It’s an innovation platform that makes other innovations possible.”
- Hans Vestberg, Verizon Wireless CEO
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Any Application, Any cloudDeliver optimal QoE on any cloud
• 4G / 5G network
• Mobile core control plane
• Voice over LTE / 5G
• Multi-access edge network
• Content delivery network
• Gaming / AR/VR
• SD-WAN
• Radio access
• Cloud Centralized Unit (CU)
• Cloud Distributed Unit (DU)
• Smart manufacturing
• Smart factory
• Stadium
Provider EdgeRANEnterprise Edge Core
5G e-Health 5G Manufacturing 5G Public Safety 5G Learning 5G Retail 5G eSports
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…However, CSPs Need to Overcome a Few Challenges
New Business Models
Break-through Vertical Silos
Lack of Agility and Flexibility
Move from connectivity provider to innovative services provider
Reliance on a siloed architecture is slowing down plans to
modernize networks
Flexible platform to support both legacy and new
technologies
Operational Complexities
Simplify operations along with the provisioning and deployment of
services
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VMware Telco Cloud is the platform to realize your 5G opportunity
VMware’s Strategy for 5G
Modernize CSP Networks
Monetize Network Investments
Move to the Next G
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Provider EdgeRANEnterprise Edge Core
Consistent infrastructure | consistent operations | multi-cloud automation
VMware Telco Cloud Portfolio
Telco Cloud Portfolio
Telc
o C
lou
d P
latf
orm
Multi-Cloud Platform
Telco Cloud Automation
Tanzu for Telco
Telco Cloud Operations
Telco Cloud Infrastructure
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VMware’s telco strategy IS resonating with CSPs globally
VMware Positioned to Accelerate the 5G market
Common Platform Multi-Cloud Automation Best-in-Breed Ecosystem
Modernize Move Monetize
Accelerate time to value with flexible choice
Accelerate and simplify service delivery
Flexible platform to evolve from 4G to 5G (IaaS / CaaS)
Operational agilityMulti-cloud platform across Core / Edge / RAN / Public
VMware Telco Cloud Infrastructure VMware Telco Cloud Automation VMware Telco Cloud Operations
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The case for virtual RAN for CSPs
Spending on vRAN to be $11B by 2025
Disaggregation of RAN functions will increase deployment flexibility AND reduce RAN TCO
CSPs should use a common, futureproof edge cloud platform for vRAN
CSPs should create a cloud platform to also support emerging enterprise use cases
Infrastructure (RAN)
Telco Cloud Automation (RAN)
Telco Cloud RAN
COTS/Specialized Hardware
EdgeServices
AI / ML AR / VR
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From Physical to Virtual to Open-RAN
VMware Enables the Path to RAN Modernization Journey
ManagementPlane
ControlPlane
PASTTraditionally built RAN
Proprietary Hardware
DU/CU Software
Single-Vendor EMS
Provisioning
Telco Cloud Infrastructure (RAN)
Telco Cloud Automation (RAN)
Single-Vendor EMS
DU CU
COTS/Specialized Hardware
TODAYVirtualized RAN (vRAN)
Telco Cloud Infrastructure (RAN)
Telco Cloud Automation (RAN)
Multi-Vendor EMS
DU CU
COTS/Specialized Hardware
NEXTOpen Interfaces & Choice
RAN Intelligent Controller
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Enable an open, disaggregated, and vendor-agnostic ecosystem
NEPs VNF / CNF SW Specialists Hyperscalers SIs
Companies
Ecosystem Strategy
• Certify their VNFs and CNFs on our Telco Cloud Platform with Ready for Telco Cloud program
• Explore partnerships where complementary e.g. VMC on AWS
• Compete head on where offerings are directly competitive e.g. Google Anthos for Telco
• Partner with traditional IT SIs to build their telco capabilities
• Build SI ecosystem for RAN
• Collaborate with OSS/BSS SI companies where our offerings are complementary
• Explore SI partnership on professional services to complement ours
• Compete against NEP’s full-stack offerings
• For Nokia and Ericsson:– Engage in joint GTM– Ensure our platform is part of
their validated reference architectures
• For Huawei and ZTE, approach relationship thoughtfully due to national security concerns
• Prioritize highest potential vendors for deeper technical collaboration and joint GTM e.g. Affirmed, Metaswitch, Altiostar, Mavenir
• Engage opportunistically with other VNF / CNF SW vendors
Note: The list of companies is meant to be illustrative not exhaustive
CSPs Trust VMware for Their Telco Networks
Confidential │ © 2021 VMware, Inc.
“As part of our Networks 5.0 Vision and journey to Network Virtualization, we are working with a number of Cloud and Network Function vendors. VMware’s Network Functions Virtualization (NFV) platform provides us with flexibility in deploying virtual network functions (VNFs) from multiple vendors on a consistent and open platform, enabling us to design a network architecture that suits our unique needs and delivers new capabilities that support the needs of the consumer and enterprise business.”
- Mark Chong, Group CTO
“Vodafone wants to be the industry’s leading digital telco and we are pleased with the progress made to introduce modern cloud-based technology and automation. Working with VMware, we have improved the speed and efficiency with which we can support customers and estimate that the cost of our core network functions has been reduced by 50 percent.”
- Johan Wibergh, Chief Technology Officer, Vodafone Group
“Better intelligence means better outcomes for businesses. SD-WAN and 5G individually have the power to significantly transform a business, But when you put them both together, you open the door to insight on an entirely different level. With that comes new capabilities and opportunities that can help businesses innovate faster in the next phase of their transformation”
- Roman Pacewicz, Chief Product Officer, AT&T Business transformation
Modernize SP NetworksMove to the Next G
Monetize Network Investments
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A platform for CSPs to monetize enterprise services
Monetize Services With VMware Telco Cloud
Optimize delivery of applications and data
Secure-Access Service Edge
Deliver flexibility and agility networking for enterprises
SD-WAN / SASE
Private Connectivity Services
Offer new services to increase enterprise employee engagement
Device-aware access management
Intrinsic security across devices, users, and applications
Digital Workspace
Security
Cloud-Native Endpoint Protection Platform
Real-time device assessment and remediation
Managed alert monitoring and triage
Dedicated network for enterprise offering greater B/W, reliability, and security
Deliver ultra-low latency for mission critical apps and devices
Seamless off-load to cellular networks
Customer Experience Increased Revenues Innovation New Business Models Strategic Partnerships
Enable customersto monetize
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Planned Collaboration
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Public Clouds(VMC, AWS, Azure)
Containers(Tanzu, K8s, OpenShift)
Virtual(SDDC/NSX/VRNI)
Physical (Network & Firewalls)
Branch and Edge(SD-WAN, Underlay with
Intel telemetry)
VMware NSX Portfolio ‘Planned Collaboration’- with Intel
vRealize Network Insight using Underlay Telemetry from Intel
Networking Security Applications
• Network accelerations with Xeon based QAT/HQM/DSA
• Network Function Acceleration with Intel® Ethernet Network Adapters and SmartNICs
• P4-Programmable Networks with Intel Tofino Switches
• Intrinsic Network security acceleration with Xeon platform Capabilities and software libraries
• Policy Management (Project Antrea) with Intel Software/Hardware Capabilities
Visibility
• Real-time and granular host and network telemetry enabling deep visibility into infrastructure with Intel Inband Network Telemetry, Deep Insight and vRNI
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Call to Action
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https://Intel.com/VMware
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Test Drive our solution!
Confidential │ © 2021 VMware, Inc.
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