Larry Peterson

One of the most surprising things I learned while writing the 5G Book with Oguz Sunay is how the cellular network’s history, starting 40+ years ago, parallels that of the Internet. And while from an Internet-centric perspective the cellular network is just one of many possible access network technologies, the cellular network in fact shares many of the “global connectivity” design goals of the Internet. That is, the cellular network makes it possible for a cell phone user in New York to call a cell phone in Tokyo, then fly to Paris and do the same thing again. In short, the 3GPP standard federates independently operated and locally deployed Radio Access Networks (RAN) into a single logical RAN with global reach, much as the Internet federated existing packet-switched networks into a single global network.

For many years, the dominant use case for the cellular network has been access to cloud services. With 5G expected to connect everything from home appliances to industrial robots to self-driving cars, the cellular network will be less-and-less about humans making voice calls and increasingly about interconnecting swarms of autonomous devices working on behalf of those humans to the cloud. This raises the question: Are there artifacts or design decisions in the 3GPP-defined 5G architecture working at cross-purposes with the Internet architecture? 

Another way to frame this question is: How might we use the end-to-end argument—​which is foundational to the Internet’s architecture—​to drive the evolution of the cellular network?  In answering this question, two issues jump out at me, identity management and session management, both of which are related to how devices connect to (and move throughout) the RAN.
 
Identify Management
The 5G architecture leverages the fact that each device has an operator-provided SIM card, which uniquely identifies the subscriber with a 15-digit International Mobile Subscriber Identity (IMSI). The SIM card also specifies the radio parameters (e.g., frequency band) needed to communicate with that operator’s Base Stations, and includes a secret key that the device uses to authenticate itself to the network. The IMSI is a globally unique id and plays a central role in devices being mobile across the RAN, so in that sense it plays the same role as an IP address in the Internet architecture. But if you instead equate the 5G network with a layer 2 network technology, then the IMSI is effectively the device’s “ethernet address.” 

Ethernet addresses are also globally unique, but the Internet architecture makes no attempt to track them with a global registry or treat them as a globally routable address. The 5G architecture, on the other hand, does, and it is a major source of complexity in the 3GPP Mobile Core. Doing so is necessary for making a voice call between two cell phones anywhere in the world, but is of limited value for cloud-connected devices deployed on a manufacturing floor, with no aspiration for global travel. Setting aside (for the moment) the question of how to also support traditional voice calls without tracking IMSI locations, the end-to-end argument suggests we leave global connectivity to IP, and not try to also provide it at the link layer. 

Session Management
Let’s turn from identity management to session management. Whenever a mobile device becomes active, the nearest Base Station initiates the establishment of a sequence of secure tunnels connecting the device back to the Mobile Core, which in turn bridges the RAN to the Internet. (You can find more details on this process here.) Support for mobility can then be understood as the process of re-establishing the tunnel(s) as the device moves throughout the RAN, where the Mobile Core’s user plane buffers in-flight data during the handover transition. This avoids dropped packets and subsequent end-to-end retransmissions, which may make sense for a voice call, but not necessarily for a TCP connection to a cloud service. As before, it may be time to apply the end-to-end argument to the cellular network’s architecture in light of today’s (and tomorrow’s) dominant use cases.

To complicate matters, sessions are of limited value. The 5G network maintains the session only when the same Mobile Core serves the device and only the Base Station changes. This is often the case for a device moving within some limited geographic region, but moving between regions—​and hence, between Mobile Cores—​is indistinguishable from power cycling the device. The device is assigned a new IP address and no attempt is made to buffer and subsequently deliver in-flight data. This is important because any time a device becomes inactive for a period of time, it also loses its session. A new session is established and a new IP address assigned when the device becomes active. Again, this makes sense for a voice call, but not necessarily for a typical broadband connection, or worse yet, for an IoT device that powers down as a normal course of events. It is also worth noting that cloud services are really good at accommodating clients who’s IP addresses change periodically (which is to say, when the relevant identity is at the application layer).

Takeaways
This is all to say that the cellular network’s approach, which can be traced to its roots as a connection-oriented voice network, is probably not how one would design the system today. Instead, we can use IP addresses as the globally routable identifier, lease IP addresses to often-sleeping and seldom-moving IoT devices, and depend on end-to-end protocols like TCP to retransmit packets dropped during handovers. Standardization and interoperability will still be needed to support global phone calls, but with the ability to implement voice calls entirely on top of IP, it’s not clear the Mobile Core is the right place to solve that problem. And even if it is, this could potentially be implemented as little more than legacy APIs supported for backward compatibility. In the long term, it will be interesting to see if 3GPP-defined sessions hold up well as the foundation for an architecture that fully incorporates cellular radio technology into the cloud.
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We conclude by noting that while we have framed this discussion as a thought experiment, it illustrates the potential power of the software-defined architecture being embraced by 5G. With the Mobile Core in particular implemented as a set of micro-services, an incremental evolution that addresses the issues outlined here is not only feasible, but actually quite likely. This is because history teaches us that once a system is open and programmable, the dominant use cases will eventually correct for redundant mechanisms and sub-optimal design decisions.

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Over the last month I undertook a detailed review of a new book in the Systems Approach series, 5G Mobile Networks: A Systems Approach by Larry Peterson and Oguz Sunay. Talking to people outside the technology world about my work, I soon found myself trying to explain "why does 5G matter" to all sorts of folks without a technical background. At this point in 2020, we can generally assume people know two things about 5G: the Telcos are marketing it as the greatest innovation ever (here's a sample); and conspiracy theorists are having a field day telling us all the things that 5G causing or covering up (which has in turn led to more telco ads like this one). By the end of reviewing the new book from Larry and Oguz, I felt I had finally grasped why 5G matters. Spoiler alert: I'm not going to bother debunking conspiracy theories, but I do think there is something quite important going on with 5G. And frankly, there is plenty of hype around 5G, but behind that hype are some significant innovations.

What is clear about 5G, technically, is that there will be a whole lot of new radio technologies and new spectrum allocation, which will enable yet another upgrade in speeds and feeds. If you are a radio person that's quite interesting–there is plenty of innovation in squeezing more bandwidth out of wireless channels. It's a bit harder to explain why more bandwidth will make a big difference to users, simply because 4G generally works pretty well. Once you can stream video at decent resolution to your phone or tablet, it's a bit hard to make a case for the value of more bandwidth alone. A more subtle issue is bandwidth density–the aggregate bandwidth that can be delivered to many devices in a certain area. Think of a sporting event as a good example (leaving aside the question of whether people need to watch videos on their phones at sporting events).

Lowering the latency of communication starts to make the discussion more interesting–although not so much to human users, but as an enabler of machine-to-machine or Internet-of-things applications. If we imagine a world where cars might communicate with each other, for example, to better manage road congestion, you can see a need for very low latency coupled with very high reliability–which is another dimension that 5G aims to address. And once we start to get to these scenarios, we begin to see why 5G isn't just about new radio technology, but actually entails a whole new mobile network architecture. Lowering latency and improving availability aren't just radio issues, they are system architecture issues. For example, low latency requires that a certain set of functions  move closer to the edge–an approach sometimes called edge computing or edge clouds.

The high points of the new cellular architecture for 5G are all about leveraging trends from the broader networking and computing ecosystems. Three trends stand out in particular:

1. 5G networks are architected much like modern public clouds, leveraging lots of related technologies like virtualization and microservices architectures.
2. The actual networking part of 5G is largely based on software-defined networking, the dominant paradigm for networking in modern data centers and clouds.
3. The entire cellular architecture has been disaggregated–that is, what used to be vertically integrated systems from a single vendor are now broken apart into components that can be realized using a selection of components from a much wider ecosystem of vendors, including open source components.

Now none of this matters to the end user unless it provides some compelling benefit to them. Fundamentally, I believe this new architecture will unleash a whole lot of innovation and we don't yet know exactly what apps will be enabled. This is precisely where the Internet succeeded around 25 years ago, when it was not yet obvious that it would become the dominant networking technology. It was the most general-purpose architecture out there, with the greatest flexibility to support new applications, and in the end the rich diversity of applications was what made the Internet a success. By contrast, the cellular network has historically been optimized for a few well-understood applications (voice calls, SMS, etc.) and it is only with 5G that it really becomes a general purpose platform for innovation. This is one of the reasons it can be challenging for Telcos to market 5G: they have to show us its potential when we (and they) don't yet know what the "killer apps" will be.

If you want to know more about the architecture of 5G,  the application requirements that are driving it, and how it will enable innovation, you should go read the book as I did!

Bruce Davie

Larry Peterson

Two industry trends with significant momentum are on a collision course. One is the cloud, which in pursuit of low-latency/high-bandwidth applications is moving out of the datacenter and towards the edge. The promise and potential of applications ranging from Internet-of-Things (IoT) to Immersive UIs, Public Safety, Autonomous Vehicles, and Automated Factories, has triggered a gold rush to build edge platforms and services. The other is the access network that connects homes, businesses, and mobile devices to the Internet. Network operators (Telcos and CableCos) are transitioning from a reliance on closed and proprietary hardware to open architectures leveraging disaggregated and virtualized software running on white-box servers, switches, and access devices.

The confluence of cloud and access technologies raises the possibility of convergence. For the cloud, access networks provide low-latency connectivity to end users and their devices, with 5G in particular providing native support for the mobility of those devices. For the access network, cloud technology enables network operators to enjoy the CAPEX & OPEX savings that come from replacing purpose-built appliances with commodity hardware, as well as accelerating the pace of innovation through the softwartization of the access network.

It is clear that the confluence of cloud and access technologies at the access-edge is rich with opportunities to innovate, and this is what motivates the CORD-related platforms we are building at ONF. But it is impossible to say how this will all play out over time, with different perspectives on whether the edge is on-premise, on-vehicle, in the cell tower, in the Central Office, distributed across a metro area, or all of the above. With multiple incumbent players—e.g., network operators, cloud providers, cell tower providers—and countless startups jockeying for position, it’s impossible to predict how the dust will settle.

On the one hand, cloud providers believe that by saturating metro areas with edge clusters and abstracting away the access network, they can build an edge presence with low enough latency and high enough bandwidth to serve the next generation of edge applications. In this scenario, the access network remains a dumb bit-pipe, allowing cloud providers to excel at what they do best: run scalable cloud services on commodity hardware. On the other hand, network operators believe that by building the next generation access network using cloud technology, they will be able to co-locate edge applications in the access network. This scenario comes with built-in advantages: an existing and widely distributed physical footprint, existing operational support, and native support for both mobility and guaranteed service.

While acknowledging both of these possibilities, there is a third outcome that not only merits consideration, but is also worth actively working towards: the democratization of the network edge. The idea is to make the access-edge accessible to anyone, and not strictly the domain of incumbent cloud providers or network operators. There are three reasons to be optimistic about this possibility:

1. Hardware and software for the access network is becoming commoditized and open. This is what ONF is working towards, and as a key enabler for Cloud, Telecommunications, and Cable companies, it provides the same value to anyone.
2. There is demand. Enterprises in the automotive, factory, and warehouse space increasingly want to deploy private 5G networks for  a variety of physical automation use cases (e.g., a garage where a remote valet parks your car or a factory floor making use of automation robots).
3. Spectrum is becoming available. Countries are making unlicensed or lightly licensed spectrum for 5G deployments available. The US and Germany are first movers in this arena, with other countries soon to follow. This means 5G should have around 100-200 MHz of spectrum available for private use.

In short, the access network has historically been the purview of the Telcos, CableCos, and the vendors that sell them proprietary boxes, but the softwarization and virtualization of the access network opens the door for anyone (from smart cities to underserved rural areas to apartment complexes to manufacturing plants) to establish an access-edge cloud and connect it to the public Internet. We expect it to become as easy to do this as it is today to deploy a WiFi router. Doing so not only brings the access-edge into new (edgier) environments, but also has the potential to open the access network to developers that instinctively go where there are opportunities to innovate.

For almost as long as there have been packet-switched networks, there have been ideas about how to virtualize them. For example, there were early debates in the networking community about the merits of "virtual circuits" versus connectionless networks. But the concept of network virtualization has become more widespread in recent years, helped along by the rise of SDN as an enabling technology. 

Virtualization has a robust history in computer science, but there remains some confusion about precisely what the term means. Arguably this is due in part to confusion caused by colloquial usage of "virtual" as a synonym for "almost", among many other uses.

Virtual memory provides an easy example to help understand what virtualization means in computing. Virtual memory creates an abstraction of a large and private pool of memory resources, even though the underlying physical memory may be shared by many applications and users and considerably smaller than the apparent pool of virtual memory. This abstraction enables programmers to operate under the illusion that there is plenty of memory and that no-one else is using it, while under the covers the memory management system takes care of things like mapping the virtual memory to physical resources and avoiding conflict between users.

Similarly, server virtualization presents the abstraction of a virtual  machine (VM), which has all the features of a physical machine. Again, there may be many VMs supported on a single physical server, and the operating system and users on the virtual machine are happily unaware that the VM is being mapped onto physical resources.

A key point here is that virtualization of computing resources preserves the abstractions that existed before they were virtualized. This is important because it means that users of those abstractions don't need to change - they see a faithful reproduction of the thing being virtualized.

So what happens when we try to virtualize networks? We are able to present familiar abstractions to users of the virtual network, while mapping those abstractions onto the physical network in a way that insulates the user from the complexity of this mapping.

An early success for virtual networking came with the introduction of virtual private networks (VPNs), which allowed carriers to present corporate customers with the illusion that they had their own private network, even though in reality they were sharing underlying resources with many other users. One instance of this was the flavor of VPN known as MPLS VPNs, which gave each customer their own private address space and routing tables, along with control over the topology of their network, all implemented on top of a single IP network.

VPNs, however, only virtualize a few resources, notably addressing and routing tables. Network virtualization as commonly understood today goes further, virtualizing every aspect of networking. That means that a virtual network today supports all the basic abstractions of a physical network - switching, routing, firewalling, load balancing - virtualizing the entire network stack from layers two through seven. In this sense, they are analogous to the virtual machine, with its support of all the abstractions of a server: CPU, storage, I/O, etc.

Like virtual machines, virtual networks are also allowing a whole set of operational advances. They can be created rapidly under programmatic control; snapshots can be taken; networks can be cloned and migrated to entirely new locations, e.g., for disaster recovery.

There's still lots of room for growth in the virtual networking space. Modern cloud operators increasingly depend on virtual networks to automate their provisioning of services. Operators of emerging 5G networks are looking at options for virtualizing their networks.

For a more in depth discussion of this topic, we refer you to this blog post, co-authored with Martin Casado, one of the pioneers of both SDN and network virtualization.
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Having not cracked open Computer Networks: A Systems Approach  for several years, the thing that most struck me as I started to update the material is how much of the Internet has its origins in the research community. Everyone knows that the ARPANET and later TCP/IP came out of DARPA-funded university research, but even as the Web burst onto the scene in the 1990s, it was still the research community that that led the way in the Internet's coming-of-age. There's a direct line connecting papers published on congestion control, quality-of-service, multicast, real-time multimedia, security protocols, overlay networks, content distribution, and network telemetry to today's practice. And in many cases, the technology has become so routine (think Skype, Netflix, Spotify), that it's easy to forget the history of how we got to where we are today. This makes updating the textbook feel strangely like writing an historical record.

From the perspective of writing a relevant textbook (or just making sense of the Internet), certainly it's important to understand the historical context. It is even more important to appreciate the thought process of designing systems and solving problems, for which the Internet is clearly the best use case to study. But there are some interesting challenges in providing perspective on the Internet to a generation that has never known a world without the Internet.

One is how to factor commercial reality into the discussion. Take video conferencing as an example. Once there was a single experimental prototype (vic/vat) used to gain experience and drive progress. Today there is Skype, GoToMeeting, WebEx, Google Hangouts, Zoom, UberConference, and many other commercial services. It's important to connect-the-dots between these familiar services and the underlying network capabilities and design principles. For example, while today's video conferencing services leverage the foundational work on both multicast and real-time protocols, they are closed-source systems implemented on top of the network, at the application level. They are able to do this by taking advantage of widely distributed points-of-presence made possible by the cloud. Teasing apart the roles of cloud providers, cloud services, and network operators is key to understanding how and where innovation happens today.

A second is to identify open platforms and specifications that serve as good exemplars for the core ideas. Open source has become an important part of today's Internet ecosystem, surpassing the role of the IETF and other standards bodies. In the video conferencing realm, for example, projects like Jitsi, WebRTC, and Opus are important examples of the state-of-the-art. But one look at the projects list on the Apache Foundation or Linux Foundation web sites makes it clear that separating the signal from the noise is no trivial matter. Knowing how to navigate this unbelievably rich ecosystem is the new challenge.

A third is to anticipate what cutting edge activity happening today is going to be routine tomorrow. On this point, the answer seems obvious. It will be how network providers improve feature velocity through the softwarization and virtualization of the network. By another name, this is Software Defined Networking (SDN), but more broadly, this represents a shift from building the network using closed/proprietary appliances to using open software platforms running on commodity hardware. This shift is both pervasive and transformative. It impacts everything from high-performance switch design, to architecting access networks (5G, Fiber-to-the-Home), to how network operators deal with lifecycle management, to the blurring of the line between the Internet and the Cloud. Recognizing that this transformation is underway is essential to understanding where the Internet is headed next.