印度的無線基礎設施市場(2024年9月)

India Wireless Infrastructure Report, September 2024

出版日期: 2024年09月27日 | 出版商:

Teral Research | 英文 | 商品交期: 請詢問到貨日

價格

簡介目錄

本報告審視了印度無線基礎設施市場，並提供了有關印度 5G 發展的信息，包括傳統 4G/5G RAN、開放 vRAN、地緣政治趨勢、生態系統和技術。它還包括每個服務提供者的蜂窩用戶資料、4G/5G BTS 單位和銷售、eNB、gNB、vCU、vDU、RU 和 RAN 供應商市場份額的 5 年預測和分析。

這場 5G 競賽將為 RAN 創造一場過山車，
愛立信坐在駕駛座上
- 愛立信與諾基亞音樂椅
- Jio 選擇的有趣之處在於，三星是 4G 領域的唯一供應商
- 與此同時，三星計劃透過收購 Bharti Airtel 作為新的 5G 客戶來實現崛起
  - 三星以犧牲華為和中興通訊為代價贏得了 Airtel 合約
  - 此外，Airtel 選擇 Mavenir 在其多樣化 4G 覆蓋範圍的特定部分部署 Open RAN
- 由於這種 4G 多樣性，Airtel 必須部署 5G NSA，以確保從 4G 順利過渡到 5G
- 最後，Tejas Networks 在其他類別中佔據主導地位
2024 年處於下行趨勢，處於暴風雨前的寧靜
下一場風暴將來自價值至少20億美元的第二輪5G升級
- Open RAN 是印度的下一件大事，但請耐心等待
這兩家公司之間的競爭是兩家公司之間接近壟斷的結構的結果。
- 這也是一個具有遠大國際野心的龐大生態系統崛起的結果
- 雖然 4G LTE 迄今為止仍然是大多數本地供應商的主要關注點，但有明顯跡象表明 5G、6G 和 Open RAN 已提上議程
- 印度最大的 IT 服務公司塔塔諮詢服務公司 (TCS) 已進入 5G 領域。
- 最後，印度正積極努力促進4G、5G和未來6G系統的出口
- 最後，中國供應商在印度的回歸情況如何？
結論：為不久的將來更多競爭做好準備

簡介目錄

This is our second edition of this report that focuses on the 5G developments in India, including traditional 4G and 5G RAN and open vRAN, geopolitical trends, ecosystem, and technology. This report also includes cellular subscribers' data by service provider, 4G and 5G BTS units and sales, a 5-year forecast for eNBs, gNBs, vCUs, vDUs, RUs, and RAN vendor market shares and analysis.

ABSTRACT

KEY TAKEAWAYS

INDIA'S RAN MARKET HAS COOLED OFF, BUT ITS SWELLING LOCAL ECOSYSTEM HAS BIG INTERNATIONAL AMBITIONS

THIS 5G RACE CREATED A RAN ROLLER COASTER ...
...WITH ERICSSON BUCKLED UP IN THE DRIVER'S SEAT
- It's musical chairs between Ericsson and Nokia
- What's interesting in Jio's selection is that for 4G, Samsung was the sole vendor
- In the meantime, Samsung pursues its ascension by bagging Bharti Airtel as new 5G customer
  - Samsung got the Airtel deal at the expense of Huawei and ZTE
  - In addition, Airtel picked Mavenir to introduce open RAN in specific parts of its diverse 4G footprint
- As a result of such 4G diversity, Airtel needed to deploy 5G NSA to ensure a smooth transition from 4G to 5G
- Lastly, Tejas Networks makes the bulk of the Other category
2024 IS LOOKING DOWN, THE CALM BEFORE THE NEXT STORM...
...TRIGGERED BY AT LEAST $2B SECOND ROUND 5G UPGRADE
- Open RAN is the next BIG thing in India but be patient!
THIS 2-HORSE RACE IS THE RESULT OF THE FORMATION OF A NEAR DUOPOLY...
- ...And the rise of a gigantic ecosystem with great international ambitions
- So far, 4G LTE has remained the main focus of a large majority of these local vendors but there is a strong signal that 5G, 6G, and open RAN are on the agenda
- India's largest IT services firm, Tata Consultancy Services (TCS), is already joining the 5G party...
- ...And finally, India is actively working on promoting exports of 4G, 5G and future 6G systems
- Last but not least, what about a return of the Chinese vendors in India?
BOTTOM LINE: GET READY FOR MORE COMPETITION IN THE NEAR FUTURE