confidential © 2021 vmware, inc. 1


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


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

Confidential │ © 2021 VMware, Inc. 4Confidential │ © 2021 VMware, Inc.

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.


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+


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



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


…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

Confidential │ © 2021 VMware, Inc. 12Confidential │ © 2021 VMware, Inc.

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


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


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


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


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)


Single-Vendor EMS

DU CU


TODAYVirtualized RAN (vRAN)

Telco Cloud Infrastructure (RAN)


Multi-Vendor EMS

DU CU


NEXTOpen Interfaces & Choice

RAN Intelligent Controller


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


“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


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


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


Call to Action

Visit

for resources -

Intel Network Builders Page

https://Intel.com/VMware

Download VMware+ Intel IDC Paper!

Call your VMware account rep

Test Drive our solution!

https://networkbuilders.intel.com/ecosystem/vmware

https://www.vmware.com/learn/541186_REG.html?cid=7012H000001xDex&src=af_5ed1341010cb5https://wan.velocloud.com/dell-sd-wan-vmware-forrester-tei-study.html


Thank You

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