In an age where virtual networks will be routine, where specific use cases and apps are supported, what is the potential impact on connectivity service providers? The obvious analogy is the impact of over-the-top apps running on any internet connection in the consumer space.
In other words, when an app or service provider can use IP networks--virtual or physical; on a dedicated virtual private network, using public internet access or a network slice--value and potential revenue shifts from one supplier to another. This is not new, but will be a bigger issue in the 5G era, as VPNs optimized for specific apps may proliferate in enterprise and consumer segments of the market.
There are both retail and wholesale opportunities, as always is the case for VPN-based networks and platforms.
Emnify’s CIoT Mobile Core Network is a virtual network is serving more than 1,000 enterprise customers with mobile core network functions including HLR / HSS, GGSN / PGW, SMSC, USSD, PCRF, STP, DRA, including OCS, OSS / BSS support functions such as billing and provisioning.
EMnify's network supports all cellular technologies from 2G, 3G, and 4G as well as low-power wide-area network (LPWAN) technology NB-IoT and CAT-M1.
Similarly, Telna provides global wholesale networks optimized to support IoT. Monogoto, 1NCE suppliers the IoT platform sold by Deutsche Telekom, which also suppliers the wholesale connectivity for 1NCE. Soracom also sells virtualized networks, featuring a for pay-as-you-go data service with connectivity prices as low as US$0.02 per megabyte.
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