ERICSSON, HUAWEI & NOKIA ARE FACING AN ‘OIL CRISIS’ UPHEAVAL
The “software-ization” of the industry may help address skepticism that sub-scale vendors can weaken the equipment triumvirate. Technology executives at major telcos have accused equipment giants of using closed interfaces, and the tight coupling between hardware and software, to shut out competition. The O-RAN Alliance, an operator-led group, is now building what it says will be more open interfaces — O-RAN stands for open radio access networks — and taking advantage of “virtualization” to make software independent from the underlying hardware. “Open RAN kit could eventually account for between 20% and 30% of the entire market, with open RAN companies collectively representing a “fourth” alternative to the big three.