For this vignette of a recent episode of the Futurum Tech Webcast, Part of the 5G Factor series, analysts Shelly Kramer and Ron Westfall and examine the key trends in the 5G market focusing on recent developments in the Open RAN market segment including the rise of the “Rip and Replace” program in the U.S.
Their discussion covered:
Why the $1.9 billion U.S. “Rip and Replace” program administered by the FCC is gaining momentum among independent and regional carriers as provisions include the complete, and not partial, replacement of Huawei and ZTE equipment and operators have one year to complete the rip and replace process. How the rip and replace programs are generating both Open RAN and traditional RAN implementation. Mavenir’s win with Triangle Communications for FWA applications shows Open RAN can play a role and Nokia’s win with Union Wireless indicates traditional RAN as well as services will be instrumental. We expect the majority of rip and replace will use traditional RAN, particularly during early stages. Ericsson is working with 100+ independent telcos including @40% engaged in the rip and replace program and the expectation that number will rise to at least 50%. Why the Rip and Replace program may need to modify and extend its one year deadline.Ron and Shelly are anticipating more rip and replace headlines over the course of the rest of this year and well into 2022, putting Open RAN but also mobile transition technology into the forefront of 5G ecosystem marketing and news.
