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The Market Upside with Open RAN
Open RAN is a new architecture that aims to lower barrier to entry, reduce vendor lock-in, improve vendor swap costs, accelerate innovation, and ultimately provide operators with more supplier options, so they can continue to tackle new opportunities and operate profitably in an environment with constrained topline growth. And more importantly, not all Open RAN is the same. Even with the higher baseline, it remains somewhat uncertain how long it will take to realize the broader Open RAN vision and what this transition ultimately will mean for the overall ecosystem.