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Open RAN Faces Scale Question Eight Years After MWC Founding

Eight years after the O-RAN Alliance formed at Mobile World Congress, Broadband Breakfast asks whether open RAN can scale from trials to commercial parity with incumbents.

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8 Years After Its Founding at Mobile World Congress, Can Open RAN Scale? - Broadband BreakfastNetworks & Infrastructure
8 Years After Its Founding at Mobile World Congress, Can Open RAN Scale? - Broadband BreakfastAI-generated

Why it matters

  • O-RAN Alliance was formed at Mobile World Congress in February 2018, eight years before the Broadband Breakfast retrospective
  • Broadband Breakfast published the assessment titled '8 Years After Its Founding at Mobile World Congress, Can Open RAN Scale?'
  • AT&T, Verizon, Deutsche Telekom, Vodafone, Dish, Rakuten and NTT Docomo have all committed to Open RAN roadmaps or commercial deployments
  • The US Federal Communications Commission committed more than $1.5 billion through the Rip and Replace program to remove Chinese network equipment
  • The United Kingdom's telecoms diversification strategy committed £250 million to support alternative suppliers including Open RAN

The story

Eight years after the O-RAN Alliance formed at Mobile World Congress in February 2018, Broadband Breakfast has published a long-form assessment. The piece, titled "8 Years After Its Founding at Mobile World Congress, Can Open RAN Scale?", asks whether open radio access network architecture can move from trials to mass commercial deployment.

The original pitch carried three promises. Disaggregate the base station. Multi-source the radio unit. Reduce dependence on the three incumbent suppliers — Ericsson, Nokia, and Huawei — that have long controlled the bulk of global RAN revenue.

Eight years on, the verdict remains unsettled. AT&T, Verizon, Deutsche Telekom, and Vodafone have all committed to multi-vendor roadmaps, with disclosed spending on Open RAN running into the hundreds of millions of euros and dollars across individual programs. Dish Network constructed its greenfield 5G network on open interfaces. Japan's Rakuten and NTT Docomo put commercial Open RAN services into the hands of paying subscribers.

Incumbent share has not collapsed. Industry analysts continue to track the open architecture as a single-digit share of the broader RAN market. The most aggressive forecasts still place non-traditional vendors well below half of global revenue by the end of the decade.

What is holding the architecture back?

Integration cost is the recurring objection. Operators who have piloted the architecture report that the labour required to integrate radios, distributed units, and centralized units from different suppliers can match or exceed the cost premium of purpose-built equipment from the established vendors. Performance parity at cell edge and under load has improved. The gap is not closed in every reported deployment.

The policy environment has accelerated the case for the alternative. The European Commission's 5G toolbox, the United Kingdom's Telecoms Security Act, and United States restrictions on equipment from Chinese suppliers have all pushed procurement toward alternatives. The Open RAN Policy Coalition, founded in 2020, has pressed governments for public funding to back the alternative supply chain.

Commercial deployment has followed the policy tailwind in selected markets. The Federal Communications Commission committed more than $1.5 billion through the Rip and Replace program to remove Chinese equipment from US networks. India's BSNL tender signalled openness to multi-vendor architecture. The United Kingdom's £250 million diversification strategy funded lab and trial work.

What does the question of scale change for operators?

For the architecture's advocates, scale means hundreds of thousands of radios under multi-vendor management across both brownfield and greenfield networks, with unit economics that match purpose-built equipment. For its skeptics, a far lower threshold applies: stable commercial performance at a total cost of ownership that does not require a policy subsidy to remain competitive.

The Broadband Breakfast retrospective lands as the next Mobile World Congress approaches. Vendor consolidation has continued in parallel, with smaller Open RAN specialists pursuing partnership with the very incumbents the architecture once sought to displace. Mavenir, Parallel Wireless, and Airspan have all signed commercial agreements with Ericsson and Nokia, even as they continue to compete for greenfield business.

The market will resolve the question over the next two to three years. Initial greenfield builds will reach operational maturity. Brownfield operators will decide whether to expand, hold, or scale back their Open RAN commitments. The next generation of mobile standards work, already beginning in research labs under the 6G banner, will either absorb the open interfaces or leave them as a parallel track.

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James Calloway

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Staff writer covering companies, deals and strategy in Carrier business, 5G and 6G, fiber and broadband at Telecom Gazette.

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