1、innovation:the future for telecoms R&DREPORTin search ofTM Forum|July 2024Sponsored by:Author:Ed Finegold,Contributing AnalystEditor:Ian Kemp,Managing Editor July 2024|www.tmforum.orgAuthor:Ed Finegold,Contributing AnalystEditor:Ian Kemp,Managing Editorcontents03 the big picture07 section 1:what hap

2、pened to telco R&D?11 section 2:the challenges for telcos15 section 3:CSPs and techcos revisit R&D 20 section 4:whats the future for telco R&D?24 section 5:make it happen recapturing the primary benefits of R&D 27 additional resourcesWe hope you enjoy the report and,most importantly,find ways to use

3、 the ideas,concepts and recommendations detailed within.You can send your feedback to the editorial team at TM Forum via editortmforum.orgbigpicturethe3inform.tmforum.orgTM Forum research shows that on average CSPs spend far less on R&D as a percentage of revenue than do their key suppliers,on which

4、 they increasingly rely for innovation.These vendors,in turn,spend a slightly smaller percentage of their revenue on R&D on average than do the leaders in the hyperscale community.Where,on average,Amazon,Google and Microsoft spent for R&D at a rate equal to 19.4%of their revenue in 2023,the average

5、among 10 major CSPs that operate throughout Asia,Europe,Africa and Latin America was just 1.3%,with none exceeding 2.8%(graphics right and on page 5).Major equipment suppliers including Ericsson,Huawei,Nokia and ZTE,however,spend at an equivalent level to the hyperscalers.Notably,Huawei led this gro

6、up in 2023,expending nearly one quarter(23.4%)of its revenue on R&D(see graphic on p.6).“This high level of spend among the biggest vendors makes clear that telecom continues to rely heavily on big R&D budgets from the NEPs network equipment providers,even if most R&D spend is concentrated on softwa