Weekly recommended reads from Techarc - 49th Edition
Expect business as usual till 2026-27 for telecommunications in India
The only exception to this would be AI where telecom operators would be interested in as that promises quick monetisation.
By now we have admitted that 5G has not be able to deliver the ‘transformational’ promise it would sell on.? No doubt that the vendor community did make money, but the operators are yet to see a moat in 5G.? There are already reports that we can see a tariff revision sometime in June-July of this year, but again that cannot be attributed to 5G.? Its rather an attempt by the operators to improve ARPU that will in return help recover the investments made on 5G.? As per research done by Techarc, we are estimating the contribution of telecom to be 27% in the $1 trillion digital economy India is likely to achieve by 2027. This GDP contribution of the sector by that period should cross 9% from the present 6.4-6.5%. However, to achieve this, there is consistent investment required in the infrastructure and core networks.? Between 2023-2027, the cumulative investment in telecom infrastructure and core networks is likely to cross and core networks is likely to cross $312 billion.? This would also be the time by which India would have already geared up for 6G.
Within 5G, FWA is the only revenue assuring enablement for the telecom operators.? The recently published Nokia MBiT report also points towards the current consumption and future potential of 5G FWA. This will allow operators to expedite 5G coverage in several homes, potentially millions bypassing the last mile connectivity hassles.? As smart home as a concept continues to gain in India, with different cohorts of users having their own interpretation of what it means, FWA could become the hub offering high-speed connectivity to such homes.? In fact, the telecom operators must start offering smart home as a solution with FWA connectivity bundled with it.? But then with 5G FWA, it still remains a plain high-speed connectivity medium. 5G was never just about that!
EV Charging Infrastructure in India: Powering the Future of Sustainable Mobility
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Accelerating India’s Sustainable Development Goals with EVs: A Policy-Driven Approach
Chart of the week
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