The research firm just put out this Venn diagram detailing the overlapping businesses that serve cloud-native carriers Dish and Rakuten. It is going to be issued as part of a report on both operators’ ecosystems sometime after Easter, according to the analysts.
In a recent Silverlinings story, we revealed how a Dish exec felt about being beholden to the telco hardware mafia. The new flesh — carriers like Dish and Rakuten — instead use a large number of vendors, from big fish like Cisco, Intel, and Nokia to smaller fry such as Mavenir and various startups. Such a massive ecosystem, however, presents its own problems.
“As with most industries, an ecosystem of 38+ players is not usually sustainable,” Gareth Owen, Associate Research Director at Counterpoint, wrote on LinkedIn. “Traditionally, mobile operators prefer to deal with a small number of very big, multinational suppliers rather than a multitude of small players. Apart from the cost of dealing with many vendors, a major challenge for operators is deciding who/which technology will still be around in 5+ years or so. Inevitably, there will be consolidation – some vendors will be acquired, others will disappear or move on.”
So, who will be left after the 5G cloud-native shake-out inevitably occurs, and who will be sleeping with the fishes?
Stay tuned and find out!