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355億元!老美就拆除華為設備,再次發出“警告” – 有海水的地方就有中國人

355億元!老美就拆除華為設備,再次發出“警告”

355億元!老美就拆除華為設備,再次發出“警告”
2,238

自各国发展5G网络以来,美国就没有消停过。影响其它国家在5G网络的合作选项,然后还要让美运营商拆除华为,中兴设备,顺势推广以欧美技术体系为主的Open RAN开放式无线接入网。

可是美国在拆除设备这件事上再遇难题,美国FCC(联邦通信委员会)发出警告,有三分之二运营商拆除设备补贴申请是存在严重缺陷的。言外之意就是拒绝了三分之二的补贴申请。

这会导致美运营商自费更换设备吗?美国大力推行Open RAN,会成为主流技术吗?

老美拆除华为设备再遇难题

进入到5G发展的关键时刻,其它各国都是在不断修建5G网络,建设更多的基站设施,然而美国的做法却和其它国家格格不入。因为美国建设5G网络的方式是拆除设备,然后再安装新的设备。

一拆一建之下,可以想象能有怎样的5G建设效率。谷歌前CEO吐槽表示,美国的5G网络只是4G的点缀,在一些地区4G网络甚至比5G还要快。

可美国并没有意识到这么做的不恰当之处,还在督促运营商加紧拆除设备,与此同时美国专门拿出了19亿美元的补贴给运营商。

新的问题又来了,运营商提交的补贴申请太多,超出了FCC的预期。FCC共收到了181份补贴申请,不过并不是所有运营商都能获得补贴的,FCC就拆除华为设备再次发出警告,称有三分之二的申请文件有严重缺陷,不合格。

老美遇上了资金难题,原本定下的19亿美元不足以满足所有运营商的补贴,现已经达到了53亿美元(约合355亿人民币)拆除设备成本。

按这种情况来看的话,除非美国增加补贴额度,否则只有三分之一的运营商有望获得补贴。

可是美国为了敲定19亿美元的补贴不知道开了多少会议,讨论了多少话题,才确定下来19亿美元。要是再增加到53亿美元,就会面临不小的资金压力了。

因此这会导致美运营商自费更换设备吗?运营商自费的难度恐怕比申请补贴还要大。

只有几十万,几百万的小型运营商不可能有充足的资金去拆除设备,再采购新的设备安装。设备成本只是一方面,还需要支付不少的人工费,到后期的设备维护又是不小的开支。

若补贴申请一直被拒,又不愿自费的话,美运营商还有更多的选择吗?或许只能走一步看一步了。

美国大力推行Open RAN,会成为主流技术吗?

美国督促运营商更换设备还有一个目的,那就是为了推广Open RAN,降低对华为,中兴等传统厂商在RAN技术的依赖。

Open RAN是一种开放式无线接入网技术,可以将多个通信设备供应商的技术兼容使用。这样一来往后的网络建设就不用一直沿用同一家供应商的设备了,增加了运营商的选择权,议价权。

这项技术被美国大力推行,欧洲国家地区也在修建Open RAN网络站点。美运营商拆除旧设备后,选择新的方案估计就是Open RAN了。美国大力推行Open RAN,会成为主流技术吗?恐怕未必。

Open RAN如果真的有成为主流技术的潜力,就不会让美国5G建设徘徊不前。

和RAN技术相比,Open RAN缺少成熟的市场生态,现阶段还没有完善的供应链,这会导致建设Open RAN网络会面临不菲的成本。美国部分运营商就因为成本问题关停了首批Open RAN网络。

在网络安全建设方面,Open RAN作为新技术仍有很多需要改进的地方。也许只有等Open RAN发展成RAN规模的产业链,有庞大的生态环境,这项技术会迎来美好的未来,但不是现在。

Open RAN成为主流还有很长的路要走,美国想改变其它国家的5G选择,一起加入Open RAN阵营,也得看有多少人愿意从无到有做起。

明明有现成的RAN技术可用,只要开放合作,就能跟上5G时代的步伐。若加入Open RAN网络建设,谁也不知道能不能取得和RAN一样的网络效果,成本经济。

美国费尽心思拆除旧设备,安装支持Open RAN网络的设备。想法很丰富,但实际操作起来却面临355亿人民币的成本压力。运营商不可能自费拆除设备,等待美国更多的补贴落实却没有确切时间。

总结

美国拆除设备计划得到了上百家运营商的响应,可是资金有限让FCC发出警告,告知有三分之二的申请文件不合格。不知道美国是不是有意为之,合格率正好卡在了19亿美元的补贴范围内。美运营商除了走一步看一步,没有更多的选择了。

对此,你有什么看法呢?

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