Telstra, VHA, Bharti Airtel, Reliance Jio, Vodafone IDEA, Rakuten, SK Telecom, KT, China Mobile, China Unicom, and China Telecom are among telcos who believe edge computing is a sizable revenue opportunity.
Telco edge computing in those cases will develop in parallel with 5G Standalone deployments starting in 2021, says International Data Corp. and often will take the form of virtualized Infrastructure-as-a-Service (IaaS), with the business model based on a multi-tenant distributed edge cloud ecosystem.
In other words, telcos hope they can supply edge computing as cloud hyperscalers supply cloud computing services, especially when ultra-low-latency and high-bandwidth use cases must be supported.
Autonomous transportation, vehicle communications and computing, artificial reality, virtual reality, high-performance gaming, and real-time sensory and image processing provide examples of possible use cases.
IDC also believes network slicing to create virtual networks for other web-scale companies such as Microsoft, Google, AWS, Tencent, Baidu, Alibaba, and their ecosystem partners likewise will be a new revenue opportunity. On-demand, infrastructure as a service and wholesale are possible pricing options.
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