印度的无线基础设施市场(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: 请询问到货日

价格

简介目录

本报告审视了印度无线基础设施市场，并提供了有关印度 5G 发展的信息，包括传统 4G/5G RAN、开放 vRAN、地缘政治趋势、生态系统和技术。它还包括每个服务提供者的蜂窝用户资料、4G/5G BTS 单位和销售、eNB、gNB、vCU、vDU、RU 和 RAN 供应商市场份额的 5 年预测和分析。

这场 5G 竞赛将为 RAN 创造一场过山车，
爱立信坐在驾驶座上
- 爱立信与诺基亚音乐椅
- Jio 选择的有趣之处在于，三星是 4G 领域的唯一供应商
- 与此同时，三星计划透过收购 Bharti Airtel 作为新的 5G 客户来实现崛起
  - 三星以牺牲华为和中兴通讯为代价赢得了 Airtel 合约
  - 此外，Airtel 选择 Mavenir 在其多样化 4G 覆盖范围的特定部分部署 Open RAN
- 由于这种 4G 多样性，Airtel 必须部署 5G NSA，以确保从 4G 顺利过渡到 5G
- 最后，Tejas Networks 在其他类别中占据主导地位
2024 年处于下行趋势，处于暴风雨前的宁静
下一场风暴将来自价值至少20亿美元的第二轮5G升级
- Open RAN 是印度的下一件大事，但请耐心等待
这两家公司之间的竞争是两家公司之间接近垄断的结构的结果。
- 这也是一个具有远大国际野心的庞大生态系统崛起的结果
- 虽然 4G LTE 迄今为止仍然是大多数本地供应商的主要关注点，但有明显迹象表明 5G、6G 和 Open RAN 已提上议程
- 印度最大的 IT 服务公司塔塔咨询服务公司 (TCS) 已进入 5G 领域。
- 最后，印度正积极努力促进4G、5G和未来6G系统的出口
- 最后，中国供应商在印度的回归情况如何？
结论：为不久的将来更多竞争做好准备

简介目录

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