So the recently inaugurated submarine cable from Chennai to A&N Islands will help 4G and eventually 5G deployment on the island. Airtel has already launched 4G services.
It looks like we are seeing some consolidation in the FTTH market. The consolidation maybe driven by increasing competition in the market. That might eventually lead to nationwide deployment of FTTH, just like we saw nationwide deployment of 4G. Optic fibre network is still patchy in many parts of the country, especially in the NE. Case in point is the FTTH network in Tripura :
Oh and it seems the Chinese vendors are out of 5G in India. This is second time I am reading this from 2 different prominent newspapers. Not sure if the ban will be officially announced or not. I really hope it is officially announced and its not some unofficial sanction :
Now on to the main event. In a previous post I anticipated VVDN's local 5G manufacturing capabilities to come in handy for Jio, Airtel and other telecom companies. That was a pretty accurate guess it seems :
India's VVDN aims to expand local manufacturing for 5G equipment
The original equipment maker (OEM) is also working with Airtel and Japan’s Rakuten through its partners to provide WiFi and 5G products. It is going to follow a partner-led model to work with telecom operators across the globe
By Danish Khan, ET Telecom
Updated: August 10, 2020, 18:53 IST
NEW DELHI: VVDN Technologies, home-bred telecom contract manufacturer, is expanding its local manufacturing for 5G equipment for local and global telecom operators.
The company will start a PCB plant with an investment of Rs 60-70 crore, having invested around Rs 75 crore on the manufacturing side in 12-15 months, Puneet Agarwal. Founder and Global Sales head at VVDN Technologies said. “The plant will not only assemble the PCB but will also be able to fabricate the bare PCB in India,” he said. "Importing finished 5G and WiFi products will be difficult going forward and that will pave the path for local designing and manufacturing and help companies like us."
The original equipment maker (OEM) is also working with Airtel and Japan’s Rakuten through its partners to provide WiFi and 5G products. It is going to follow a partner-led model to work with telecom operators across the globe. VVDN recently inked a 5G manufacturing deal from Sterlite Technologies to make 5G radio products including small cells and macro RU. Both companies are in talks to secure business for 5G macro and small cells from Japan’s 5G telco Rakuten, the executive revealed.
The company is also in talks with Bharti Airtel to provide Internet of Things (IoT) products like smart cameras. “We are providing point to point last mile connectivity solution and are supplying hardware and software through HFCL. These products are designed and manufactured in India completely,” Puneet Agarwal. Founder and Global Sales head at VVDN Technologies.
VVDN recently raised Rs 250 crore from Motilal Oswal private equity to fund its manufacturing and R&D expansion in India, especially in the 5G space.
“…for the next few years, we are actually seeing a multi-fold growth right over the top line and bottom line. That is where the company management is able to see everything coming along. We might look for more funding over the next two years,” the executive said.
VVDN is shipping close to a million units in the telecom space and claims it has an order booking for full of next year. On the manufacturing side, it has around 2000 employees, which is growing 30-40% every quarter. “During the COVID quarter we have hired more than 500 people,” he said, adding the company has 300 people who are looking into product engineering.
This article seems a bit outdated. As the article in the post above will show, Rakuten has already signed a deal with Sterlite for "hardware". The "hardware" seems to be 5G macro and small cell radio units. In India almost all radio units are imported. Great to see that we have grown design and manufacturing capabilities enough to secure export orders that too for cutting edge 5G networks.
Given how Rakuten & Jio are both going for O-RAN based 5G, any piece of hardware/software that one deploys can be used by the other too. Essentially Rakuten's playbook in Japan will be repeated by Jio in India. Even more interesting is Airtel's connection with VVDN, the company has shown no previous initiatives on O-RAN. I have mentioned in the previous post of the economic trouble that awaits Airtel and Vodafone-Idea if they miss the O-RAN bus while Jio makes O-RAN work. This is the first mention of Airtel engaging anyone beyond their traditional suppliers Ericsson and Nokia.
In any case, the 5G space is heating up in India. It is wonderful to see domestic IT giants like TCS, Wipro, Infosys, Tech Mahindra take on the challenge. 5G is primarily an IP/software driven network and this it plays into our strength. Also it is good to see manufacturers pulling up their socks : State owned ITI with the BSNL 4G bid, Sterlite and VVDN with Rakuten 5G.
The only problem is the semiconductor chips. We do have the likes of Signalchip designing 5G NR chips but those are manufactured in South Korea at Samsung's 22nm foundry. We need to have domestic chip making tech with in reasonable tech limits. SCL's foundry makes chips on 180nm CMOS tech, that's very old tech. This is where GoI needs to step up.
Airtel launches 4G services in Andaman Nicobar islands - ET Telecom
With the commissioning of fibre link between Chennai and Andaman Nicobar islands on Monday, Bharti Airtel has become the first operator to offers 4G services in the islands.
telecom.economictimes.indiatimes.com
Andaman fibre link to unlock true potential of 4G, 5G in region: Sunil Mittal - ET Telecom
Sunil Mittal: Bharti Airtel on Monday said the inauguration of undersea optic fibre link between Chennai and Andaman and Nicobar Islands is a game changer, and will unlock the true potential of 4G and, in future, 5G services in the region. The company said it was the first mobile operator to...
telecom.economictimes.indiatimes.com
It looks like we are seeing some consolidation in the FTTH market. The consolidation maybe driven by increasing competition in the market. That might eventually lead to nationwide deployment of FTTH, just like we saw nationwide deployment of 4G. Optic fibre network is still patchy in many parts of the country, especially in the NE. Case in point is the FTTH network in Tripura :
Indus towers close to signing fibre deal with Jio, Tata Sky, Tata Tele - ET Telecom
Indus Towers is close to inking long-term fibre leasing contracts with Reliance Jio Infocomm, Tata Sky and Tata Teleservices to offer its fibre resources for their home broadband, DTH and enterprise businesses respectively, a top company executive said.
telecom.economictimes.indiatimes.com
Oh and it seems the Chinese vendors are out of 5G in India. This is second time I am reading this from 2 different prominent newspapers. Not sure if the ban will be officially announced or not. I really hope it is officially announced and its not some unofficial sanction :
India may allow telcos to conduct 5G trials sans Chinese vendors: Report - ET Telecom
The telecom department (DoT) is expected to shortly approve the applications of telecom operators for 5G trials but only with non-Chinese gear makers like Ericsson and Nokia, Financial Express reported.
telecom.economictimes.indiatimes.com
Now on to the main event. In a previous post I anticipated VVDN's local 5G manufacturing capabilities to come in handy for Jio, Airtel and other telecom companies. That was a pretty accurate guess it seems :
India's VVDN aims to expand local manufacturing for 5G equipment
The original equipment maker (OEM) is also working with Airtel and Japan’s Rakuten through its partners to provide WiFi and 5G products. It is going to follow a partner-led model to work with telecom operators across the globe
By Danish Khan, ET Telecom
Updated: August 10, 2020, 18:53 IST
NEW DELHI: VVDN Technologies, home-bred telecom contract manufacturer, is expanding its local manufacturing for 5G equipment for local and global telecom operators.
The company will start a PCB plant with an investment of Rs 60-70 crore, having invested around Rs 75 crore on the manufacturing side in 12-15 months, Puneet Agarwal. Founder and Global Sales head at VVDN Technologies said. “The plant will not only assemble the PCB but will also be able to fabricate the bare PCB in India,” he said. "Importing finished 5G and WiFi products will be difficult going forward and that will pave the path for local designing and manufacturing and help companies like us."
The original equipment maker (OEM) is also working with Airtel and Japan’s Rakuten through its partners to provide WiFi and 5G products. It is going to follow a partner-led model to work with telecom operators across the globe. VVDN recently inked a 5G manufacturing deal from Sterlite Technologies to make 5G radio products including small cells and macro RU. Both companies are in talks to secure business for 5G macro and small cells from Japan’s 5G telco Rakuten, the executive revealed.
The company is also in talks with Bharti Airtel to provide Internet of Things (IoT) products like smart cameras. “We are providing point to point last mile connectivity solution and are supplying hardware and software through HFCL. These products are designed and manufactured in India completely,” Puneet Agarwal. Founder and Global Sales head at VVDN Technologies.
VVDN recently raised Rs 250 crore from Motilal Oswal private equity to fund its manufacturing and R&D expansion in India, especially in the 5G space.
“…for the next few years, we are actually seeing a multi-fold growth right over the top line and bottom line. That is where the company management is able to see everything coming along. We might look for more funding over the next two years,” the executive said.
VVDN is shipping close to a million units in the telecom space and claims it has an order booking for full of next year. On the manufacturing side, it has around 2000 employees, which is growing 30-40% every quarter. “During the COVID quarter we have hired more than 500 people,” he said, adding the company has 300 people who are looking into product engineering.
India's VVDN aims to expand local manufacturing for 5G equipment - ET Telecom
Reliance Jio: The original equipment maker (ODM) is also working with Airtel and Japan’s Rakuten through its partners to provide WiFi and 5G products. It is going to follow a partner-led model to work with telecom operators across the globe
telecom.economictimes.indiatimes.com
This article seems a bit outdated. As the article in the post above will show, Rakuten has already signed a deal with Sterlite for "hardware". The "hardware" seems to be 5G macro and small cell radio units. In India almost all radio units are imported. Great to see that we have grown design and manufacturing capabilities enough to secure export orders that too for cutting edge 5G networks.
Given how Rakuten & Jio are both going for O-RAN based 5G, any piece of hardware/software that one deploys can be used by the other too. Essentially Rakuten's playbook in Japan will be repeated by Jio in India. Even more interesting is Airtel's connection with VVDN, the company has shown no previous initiatives on O-RAN. I have mentioned in the previous post of the economic trouble that awaits Airtel and Vodafone-Idea if they miss the O-RAN bus while Jio makes O-RAN work. This is the first mention of Airtel engaging anyone beyond their traditional suppliers Ericsson and Nokia.
In any case, the 5G space is heating up in India. It is wonderful to see domestic IT giants like TCS, Wipro, Infosys, Tech Mahindra take on the challenge. 5G is primarily an IP/software driven network and this it plays into our strength. Also it is good to see manufacturers pulling up their socks : State owned ITI with the BSNL 4G bid, Sterlite and VVDN with Rakuten 5G.
The only problem is the semiconductor chips. We do have the likes of Signalchip designing 5G NR chips but those are manufactured in South Korea at Samsung's 22nm foundry. We need to have domestic chip making tech with in reasonable tech limits. SCL's foundry makes chips on 180nm CMOS tech, that's very old tech. This is where GoI needs to step up.