印度CDOT持续展现威力：儘管支出还不到美国FCC的20%，一家小公司却推动电信基础设施领域的「印度製造」政策，并成为主要的技术开发机构

CDOT 是一个受到广泛误解的印度政府公用事业单位（PSU）。 CDOT 被认为是一个古板、过时的机构，与当今快节奏的通讯网路无关。几乎没有行销或公共关係功能。它的网站已经过时了，网站上概述的组织年表截至2016年。透过技术转移（TOT）和商业化协议向合作伙伴提供的许多产品同样过时，并且与Cisco、Ericsson和Nokia等私人公司的产品相比没有竞争力。但实际上，事情远比表面看起来的复杂得多。 CDOT 于2022年接任现任执行长 Rajkumar Upadhyay，在他的领导下，近年来，CDOT 的发展速度和知名度不断提高。 CDOT 负责监督政府的电信技术发展基金（TTDF）。 CDOT 继续投资 5G 技术开发，并与塔塔咨询服务公司合作执行国家电信公司 BSNL 目前进行的大型 4G 专案。 CDOT 正与 Galore、VVDN 和 WiSig 等多家新创公司合作开发 5G。 CDOT 也是印度发展量子通讯和密码学能力的中心，每年举办有关该主题的 "秘密会议" 。在这方面，CDOT 的技术对于印度政府和国防通讯网路的运作非常重要，并将确保对该机构的持续预算支援。目前的预算很小，截至2023年 3月的财年总支出仅 6,800 万美元。这约占Ericsson同期研发支出47亿美元的1.5%，或美国FCC 12个月总预算的18%。 CDOT 从这项相对较小的投资中获得了显着的收益。有许多迹象表明，CDOT 将作为印度製造的通讯促进者发挥更大的作用。

视觉

目标范围

本报告调查了印度政府公用事业CDOT的趋势，并总结了其组织概况、活动和举措、联盟、投资趋势等。

目录

摘要

CDOT 概述

• 简介
• 财务状况

技术开发与传播

• 技术转移（ToT）和商业化合作伙伴关係
• CDOT影响通讯科技的其他因素

优先领域：5G/量子

• 5G
• 量子通讯

CDOT 展望与建议

• 展望
• 对 CDOT 的建议

图

表格

CDOT is a widely misunderstood "public sector undertaking" (PSU) of the Indian government. It presents itself as a stodgy, outdated agency with limited relevance to fast-paced modern communications networks. It has almost no marketing or public relations function. Its website is badly outdated; the organizational timeline outlined on its site stops in 2016, for instance. Many of the products it makes available to partners through 'transfer of technology' (TOT) or commercialization agreements are similarly dated, and not competitive with offerings from private sector players such as Cisco, Ericsson, and Nokia. But there is far more than meets the eye. CDOT has upped its game in the last few years, boosting its speed and profile under the current CEO, Rajkumar Upadhyay, who took over in 2022. CDOT oversees the government's Telecom Technology Development Fund "TTDF", a small fund which is broadening its reach and budget over time. CDOT has been investing in 5G tech development alongside the big 4G project it's currently implementing at state telco BSNL, in collaboration with Tata Consultancy Services. While 4G may be yesterday's news, CDOT is working on 5G with several startups, including Galore, VVDN, and WiSig. CDOT is also central to India's efforts to develop capabilities in quantum communications and cryptography, and hosts an annual "conclave" on the topic. Relatedly, CDOT tech is essential to the operations of India's government and defense communications networks, which will ensure the agency have ongoing budgetary support. Its current budget is tiny: in the fiscal year ended March 2023, its total expenses amounted to just $68M. That works out to about 1.5% of the $4.7B Ericsson spent just on R&D in the same timeframe, or 18% of the US FCC's total budget was for that 12 month period. CDOT is getting a lot of bang for this relatively small investment of bucks. And there are many signs that point to the entity playing a bigger role over time as a facilitator in the telecom side of Make in India.

VISUALS

Coverage:

Organizations mentioned:

Table of Contents

Summary

CDOT overview

• Introduction
• Financial position

Technology development and diffusion

• Transfer of technology (ToT) & commercialization partnerships
• Other vehicles for CDOT influence on telecom technology

Areas of focus: 5G and Quantum

• 5G
• Quantum Communications

Outlook and recommendations for CDOT

• Outlook
• Recommendations for CDOT

Figures:

• Figure 1: CDOT revenues vs. expenses
• Figure 2: CDOT inflows - revenues and government "contributions"
• Figure 3: CDOT technology transfer (ToT) agreements in place at end of fiscal years (2017-24)
• Figure 4: CDOT's 5G Alliance - 10 consortia
• Figure 5: CDOT CEO speech at QC Conclave in 2024 - Self-reliance a focus
• Figure 6: Telco NI market shares in 2023 of key China- and India-based tech vendors

Tables:

• Table 1: Key facts about CDOT (2024)