Transcript Midas

Scenario Description and
Business Opportunity
Analysis
The Indian Broadband Scenario
R. Balajee
Midas Communication Technologies
Indian Telecom Equipment Industry
Product Categories
Revenue (in Rs Crore)
Indian Telecom Scenario
FY ’05-06
FY ’06-07
Growth
(in %age)
ENTERPRISE EQUIPMENT
Indian Services
Categories
Fixed line
Cellular
NLD
ILD
Internet and
Broadband
VSAT
Radio Trunking
TOTAL
Voice Solutions
Router
Switch
Modem
Industry
(FY
Audio
Video’06-07)
Conferencing
WLAN
Revenue (Rs crore)
Network Storage
Network Security FY ’06-07
FY ’05-06
Structured Cabling
34,161
30,190
Network Integration
35,994
56,183
NMS
Others*
9,015
7,186
Total
7,251
11,506
CARRIER
EQUIPMENT
1,106
1,413
1,059
1,437
1,587
1,980
266
335
74
100
104Growth
150
559
(in %age) 995
539
916
594
817
-11.6
905
1,279
56.1
526
709
614
824
-20.3
7,933
10,955
1,620
2,040 642
Broadband
Infrastructure
Wireless Infrastructure
11,411
WiMax
0
443
540 1,459
Telecom Cables
Transmission
38
36 765
Test & Measurement
88,522
107,681 358
Telecom Software
11,519
Telecom Turnkey
2,837
VSAT
327
Others**
380
Total
29,698
PHONES
Mobile Handsets
Fixed Phone
Total
GRAND TOTAL
V&D estimates CyberMedia Research
14,258
1,906
16,164
53,795
58.7
26
895
27.8
35.7
24.8
25.9
35.1
44.2
78.0
69.9
37.5
41.3
34.8
34.2
38.1
16,677
88
21.9
961
1,266
-5.3
407
21.6
17,871
3,688
360
550
42,763
39.4
46.1
NA
-34.1
65.5
13.7
55.1
30.0
10.1
44.7
44.0
21,434
2,018
23,452
77,170
50.3
5.9
45.1
43.5
Broadband Blues
•
2.47 million Broadband subscribers
– As of July against internet subscriber base of 9 million
– Compared to 56million in china where 100000 subscribers have begun on IPTV expected to reach a million
– How much of 2.47 million can afford real sustained 2Mbps?
– 48 million copper wired homes with falling ARPU’s
•
IP-TV more a bundled service than Driver
–
–
–
–
2.5 million subscribers on DTH growing towards 6 million
Pirated DVD’s at Rs.35
Is IP-TV Content Aggregation Strategy or Data Strategy?
Long term impact of internet video on IP-TV market ?
• Broadband need they create is different from IP-TV
•
VOIP Services
– Growth of ILD based on VOIP
– Domestic VOIP plagued by QOS issues
Fixed and Mobile Growth
Top Indian Mobile Operators
(Based on Subscribers)
Top Fixed Operators (Based on Subscriber)
Subscribers (millions)
Growth
Share
Rank
Operator
Subscribers (in mn) Growth
Company
Circles
2005-06
2006-07
%
%FY '05-06 FY '06-07 (in %age)
1
Bharti Airtel
23
19.6
37.11
90
23.9 36.77
BSNL
36.70
-0.2
2
BSNL
21
18.5
27.92
51
17.8
TTSL
4.02
4.36
8.5
3
Reliance Communications
23
17.3
27.93
61
17.7
MTNL
3.88
3.80
-2.1
4
Hutchison Essar
22
15.4
26.44
72
16.8
Reliance
3.13
1.56
-50.2
Communicatio
5
Idea Cellular
11
7.4
14.0
90
8.9
ns
6
Tata Teleservices (Group)
20
4.9
11.4
136
7.3
5
Bharti Airtel
1.34
1.27
-5.2
7
Aircel
23
2.6
5.5
111
3.5
6
TTML
1.04
0.75
-27.9
8
MTNL
2
2.0
2.8
38
1.8
7
HFCL
0.23
0.25
8.7
9
Spice
2
1.9
2.7
41
1.7
8
ShyamTelecom
0.17
0.22
29.4
10
BPL Mobile (Mumbai)
1
1.3
1.1
(20)
0.7
Total
50.58
48.91
-3.3
Total
90.9
157.0
73
100
Source: CyberMedia’s flagship telecom industry journal Voice&Data’s V&D 100 July 2007
Top
10 Revenue)
Service Providers (FY 2006-07)
Top Fixed Operators (Based
on
Providers
Revenue (in Rs. Crore )
Growth
Rank
Operator
Revenue (inService
Rs crore
Growth
)
(in
%age)
Rank
FY 2005-06
FY 2006-07
(in %age)
1
BSNL
40,177
40,135
-0.1
FY '05-06 FY '06-07
2
Bharti Airtel
11,291
17,888
58.4
1
BSNL
25,195
21,020
-16.6
3
Reliance
Communications
10,766
14,468
34.4
2
MTNL
4,988
4,116
-17.5
4
Hutchison Essar
6,837
10,565
54.5
3
Bharti Airtel
1,320
28.3
5
VSNL1,693
4,797
8,857
84.6
4
TTSL
1,081
1,584
46.5
6
Tata Teleservices
2,575
5,178
101.1
5
TTML
713
924
29.6
7
MTNL
5,561
4,923
-11.5
6
Reliance
460
-10.3
8513 Idea
2,990
4,413
47.6
Communication
9
Aircel
977
1,507
54.2
s
10
Tata Teleservices Maharashtra
1,097
1,422
29.6
7
HFCL
261
285
9.2
Total
87,068
109,356
25.6
8
ShyamTelecom
90
108
20.0
Source: CyberMedia’s flagship telecom industry journal Voice&Data’s V&D 100 July 2007
Total
34,161
30,190
-11.6
PC Penetration
Quarterly PC sales figures from MAIT
Internet Penetration
Both Internet usage & ownership limited amongst the lower SEC’s because of
High cost of enabling device, Cost of access from home or cyber café and
availability of content & hardware interface in vernacular languages.
Access Penetration
The driver for internet access
in the order are:
Communication needs
Educational needs
Entertainment needs
Others
Pricing of Internet Access
The low Indian ARPU has propelled the broadband growth this far. To expand
into newer socio-economic regions and classes, cost-effective access technologies,
Intelligent service pricing and bundling of services to end-customers,
Managed Services to Operators from Vendors,
Vendor financing models based on revenue sharing are required.
Blockers for Broadband
Poor Fixed Line Growth
Low PC Adoption
Very Low ARPU Market
Summary : Key Enablers for
Broadband Penetration in India
• Broadband access infrastructure to compensate for poor
Fixed Line coverage
– Wireless and/or Wire-line
– Able to match a low ARPU subscriber base (Low Cost Access)
– Seamlessly integrate with legacy back-haul (STM) as well as
newer back-haul (IP)
– Ability to offer Voice/VOIP services inherently
• Offering Computing services to beat Low PC adoption
– Remotely Managed Computing services
• Newer Service Pricing model to make way for High AMPU in
low ARPU markets
– Newer Revenue models including Rentals
– Vendor Financing models with service providers
• Ex: CCB
Some Solutions
• Fixed Wireless solution that can match the ARPU to
facilitate further broadband penetration
– In-built with voice/voip capabilities
– Cover distances ranging from 4Km to 10km
– Need not deliver 10’s of Mbps, but upto an Mbps to deliver
most broadband services of today
– No spectrum bottlenecks to resolve
• Fixed Wire line solution that can match the ARPU to
facilitate further broadband penetration
– Highly Cost Effective
– Minimal Infrastructure requirements; Outdoor deployable
network
– No local power requirements to facilitate fast deployments;
Remote powered network
– VOIP ready subscriber terminals
– Triple-play capable network
BBcorDECT
Fixed Wireless Broadband
Platform
DSL on Wireless
Seamless back-haul connectivity
on E1 with TDM voice or IP with
VOIP
Exchange Infrastructure platform
capable of evacuating up to 160Mbps
Base Station Site platform
capable of evacuating up to 32Mbps
CPE capable of evacuating up to 1Mbps
Base Stations
Local Exchange
Antenna
V 5.2, CCS7,R2MF
Base
Station
Distributor
Radio Tower
Local Exchange - PSTN
CPE
E1 on STM
Voice/
VOIP
Internet
E1 links Fiber or DMW
Radio for Long distances
IP Network
Telephone
Base Stations
corVAN/
Base Station
Aggregator
SIP/MGCP
DSL connectivity on
copper
for short distances
Soft-Switch
Radio Tower
Cost Effective for High and Low subscriber densities
as well as high and low coverage areas
DECT Spectrum: 1880-1900 Mhz
No new allocation of spectrum
On Air distance from 4Km to 10Km
Centralized, Micro-Cellular Architecture
Deployment
•
Choose a centralised location
for corVAN, where voice/voip
and IP traffic can be handed
over to Exchange
•
Locate the Base Station
Distributors to create cell
sites, wherever coverage is
needed.
•
Wireless or Fiber connectivity
to the Base Station
Distributors
•
Base station configuration will
depend on the subscriber
densities.
Distributed, Micro-Cellular Architecture
Deployment
• Locate a Base Station
Aggregator where coverage is
required.
XBS Array
• Extend IP or E1 V5/SS7
connectivity to BSA
E1 for TDM Voice
• Create Base Station Cell Sites
close to BSA location
• Base station configuration will
depend on the subscriber
densities.
IP for VoIP/Data
Base Station
Aggregator
Radio Tower
Application Areas
•
Fixed Wireless Broadband for low ARPU scenarios
– Voice and Effective Broadband Data
•
Broadband Wireless Coverage for TNF areas for Incumbents
•
DECT Upgradation/Replacements
•
Extending Last Mile Wireless Broadband for Community Specific
applications and Public Utility services
Ethernet To The Home
High Bandwidth Services at
Lowest TCO
Ethernet To The Home
INTERNET
•IP Telephony
•Video Conferencing
Telshine Backend
System
Rugged, outdoor
Managed Ethernet
solution
Remotely powered
from a central location
Resident
building
Splitter CPE
Splitter CPE
Access
Switch
Omni
Switch
Resident
building
Resident
building
NMS
Splitter CPE
Splitter CPE
Access
Switch
10 TV
Channels
•5 off-air
•5 server
5 off-air domestic
Channels via
fibre
TV
Broadcasting
hub
(JRC @7TH
Floor)
Access
Switch
Roadside
uPOP
M2404
100+V,
10 Amps
AC Source
Splitter CPE
at every home
Resident
building
Resident
building
Resident
building
OANOC
Cisco
Switch
Cisco
4507
Metro E (GE)
M2404
uPOP
IP or
Analog
Phone
PC
IP
Set Top
Box
Access
Switch
Cisco Backend System
M2404
Headend (BMC)
Main Node (JRC)
Ethernet To The Home at Access Node
The Lowest TCO Solution
Triple-play ready
Customer
Premises
ETTH Product Family
Access and Aggregation Switch: M2404
24 FE & 4 GE ports, supports 2 optical fiber Gigabit
Ethernet interfaces (SFP)
Advanced Layer 2+ feature set including VLAN
Stacking, Multicast
Resilient Distribution Switch: C16 Switch
16 FE ports with multiple uplink ports supported
Powered remotely via PoE
Range of 300 meters @ 10Mbps
Manageable Switch
Ideal for higher subscriber densities and outdoor
M2404
Metro Ethernet Ring
Increase service reach of Metro Ethernet
without compromising on Service Levels
and QoS
Access Switch
C5 Switch
Access switch: C5 Switch
5 FE ports, cascading support on one of the ports
Powered remotely via PoE
Ideal for indoor and low subscriber debsities
Extends service up to 300m from aggregation switch
(M2404) using up to 2 C5 switches
July 7, 2015
Splitter CPE
Splitter CPE similar to C5 Switch with
19
Analog Telephone Interface for VOIP services
ETTH - Some Deployment
Scenarios
C5Switch
Gigabit
Ethernet
C5Switch
C16 Switch
FE
Internet
FE
FE
FE
C16 Switch
C16 Switch
FE
C16 Switch
FE
WiFi
Access Point
ETTH to augment Existing
CATV Network…
Amplifier
Cs16
Internet
Multi Service
Access Platform
Amplifier
M2404
Cs16
CATV Head-End
Cs16
Optic Node
Amplifier
Cs16
Cs16
Amplifier
Cs16
Amplifier
Amplifier
Cs16
Cs16
Amplifier
Amplifier
July 7, 2015
21
ETTH to Enhance Wi-Max
Network
16 ports, 13,14 or 15 subscribers
Access
Switch
Wireless Device powered
from remote through C-Switch
Managed Device
Access
Switch
Access
Switch
Lightning and
surge protection
PoE adaptor
Access
Switch
Distance between PC and
subscriber -10Mbps -300m
100+V,
10 Amps
AC Source
Access
Switch
Distance between switches
100Mbps-150m
Centralized
Power
VLAN
Application Areas
• Centralized Power feed, No local infrastructure
requirements (outdoor mounting), Low TCO, High
Bandwidth Services
• Enhancing the Metro-Ethernet Network
– Extending Ethernet services from Building Switch to Street
• Enhancing the GPON
– Ethernet access network extended up to 2 km from GPON CPE
• Augmenting the CATV Network
– Extend Ethernet services up to 2 km from nearest fiber drop
• Enhancing the WiMAX/Pre-WiMAX/Microwave Network
– Ethernet access network extended up to 2 km from CPE
– Significantly lowers CAPEX
July 7, 2015
23
Other Efforts
• Remotely Managed Computing Services on ETTH platform
• Novatium’s NovaPC service running in K.K.Nagar on ETTH
• Rental Computing Models to facilitate Cheaper computing
services
• Vendor Financing for ETTH solution to enable ISP’s to
upgrade and expand their infrastructure with least capex
investment
– Based on Revenue Sharing
Thank You
www.midascomm.com
About Midas
Foundation
500 person R&D Team
Long term collaborative R&D with IIT-M
l
Founded in 1994 by IIT Madras alumni
DECT, GSM, WiMAX, Ethernet, Routing, VoIP
IP Portfolio
Network protocols & Management Systems
Reconfigurable MSC-BSC-BTS-ST architectures
Extensible ASICs
July 7, 2015
27
Partners & Alliances
OEMs /
Licensees
Solutions
Partners
@ccess
Nilgiri
Networks
Manufacturing
Semiconductor
Partners
July 7, 2015
28
Global…
Midas Installations
July 7, 2015
Wireless, DSL, Metro Ethernet
24+ countries, 3.5 mil Ports
29
Solutions for Emerging Markets
Wireless
Wireline
Ethernet Access
BroadbandcorDECT
Universal Loop
Carrier
Multi Service Access
M2404 series
L2+ & L3 Ethernet
Switches
DIAS-xx series
Layer 2 IP-DSLAMs
C16 Series
16 port long range
outdoor
Manageable switches
256+ Kbps Wireless DSL
Toll Quality Voice
LightGSM
Rural GSM
BroadbandcorDECT
1 Mbps
WiMax SNAP!
SACS
July 7, 2015
NG
R17xx series
Enterprise & SMB
routers
C5
Layer 2, 5 port switch
with POE
30