& cplSiteName &

Assessing the Indian Telecom Equipment Opportunity: Part 2

Sterling Perrin
11/11/2011
50%
50%

Last month we wrote about the general telecom environment in India. (See Assessing the Indian Telecom Equipment Opportunity: Part 1.) In this second part of our look at India, we focus specifically on the major packet-optical trends in India, based on our interaction with operators at Light Reading's Next-Generation Packet Transport Networks Conference, which was held in September.

As our research partners at Tonse Telecom have written, Indian operators are preparing for a massive mobile data boom that will require a new architectural approach. The wireline network approach, so far, has centered primarily on TDM and SDH for the backhaul network, and so, going forward, the move is toward a packet-centric architecture that also accommodates Indian operators' existing investments in SDH equipment.

Common themes in operator presentations at Next-Generation Packet Transport Networks Conference included:

  • How to scale and accommodate data growth
  • How to ensure cost per bit is lowest
  • Building the relevant talent pool for data services within organizations that have been built around voice services
  • Dealing with the opex and capex of legacy networks


In this sense, Indian operators' networking concerns are similar to those expressed by large operators in every other region of the world. And many of the solutions proposed by suppliers and discussed by operators are consistent with our dealings globally. Among the next-gen optical technologies of interest to Indian operators are:

  • Switched OTN, including ODU0 and ODUflex for the network core
  • ROADMs in the core, including the emerging generation of ROADMs with colorless, directionless and contentionless functionality
  • Converged packet-optical transport systems for the metro core and aggregation as a migration path for the existing SDH network
  • Connection-oriented Ethernet in the form of MPLS-TP throughout the metro network for packet-based mobile backhaul traffic


Still, there are some major features of the Indian telecom market that make it unique -- or at the very least, markedly different from many of the other countries that are considering similar technologies for next-gen optical networks. Indian Institutes of Technology Professor of Computer Science and Engineering Ashwin Gumaste stirred the pot when he suggested to the Indian audience that the best approach for the future is to cut loose from the legacy past and build directly for the future with packet switching -- bypassing the step to OTN altogether.

Such a statement is controversial, without a doubt, but it does force us to consider that India is different from mature Western markets in many ways. First, the Indian SDH boom is relatively recent; while there is a large installed base of SDH equipment, the base is still relatively small compared to the decades of massive Sonet/SDH spending by major operators in North America and Europe. Second, we view 100G transport as one of the four major drivers of switched OTN, but the opportunity for 100G in India is likely very small. India lacks the advanced wireline access networks that deliver the vast majority of traffic on major operator networks today. Over the next five years, it is difficult to imagine mobile traffic generating sufficient volumes to justify 100G (and, again, 100G and OTN are partner technologies to a degree).

A final interesting distinction can be made with respect to ROADM technologies. In the West, a lot of the ROADM focus is on the opex savings benefits of provisioning bandwidth without requiring costly manual labor (or truck rolls). But in India, labor costs are extremely low, and we note that in the low-labor-cost nation of China, there has not been significant demand for ROADMs.

In summary, differences in the optical market are significant. We are not saying that technologies such as OTN or next-gen ROADMs will fail in India. As we noted, and as Tonse Telecom has written, Indian operators are indeed asking about all of them. But we can't assume that every technology that fits the U.S. market, for example, will also be a fit for Indian operators. Furthermore, the Indian optical opportunity is large enough that operators can demand market-specific innovation for their network evolutions.

— Sterling Perrin, Senior Analyst, Heavy Reading

(2)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
tcoupland
50%
50%
tcoupland,
User Rank: Light Beer
12/5/2012 | 4:48:14 PM
re: Assessing the Indian Telecom Equipment Opportunity: Part 2


Hello,


I'd like to talk to you about the microwave backhaul segment of the Indian market.  Are you free to set up a call?


Todd Coupland


416-956-6025

Vishnu Goel
50%
50%
Vishnu Goel,
User Rank: Light Sabre
12/5/2012 | 4:47:57 PM
re: Assessing the Indian Telecom Equipment Opportunity: Part 2


Assesment of "realistic" numbers required by the Network in India will be slightly difficult.Reasons are DoT (now BSNL) networks are still heavily old Microwave(PDH) and using the succession path to SDH. Wireline access was slowly changing till early 2000s.New operators jumped into procuring GPON/PON all of a sudden,as local kitting,or manufacturing is non-existent till today.So IP based network elements,particularly on transport Cores cant be estimated.Vishnu Goel T&M +919810101238   

More Blogs from Heavy Lifting Analyst Notes
Scalable, flexible Internet of Things (IoT) platforms will be used in industrial enterprises to link remote and siloed M2M installations to leverage the power of the cloud.
Netcom's demonstration of 1Gbit/s data rates using LTE-Advanced Pro is a major victory in the ramp-up to 5G.
The momentum behind 'open' everything is real and growing, and will be a significant component of operators' development activities on their march toward the cloud.
The growth of EE is an interesting case study in quality-oriented branding in the mobile broadband era.
Cable has grown dramatically in the small- and midsized business (SMB) market, hitting the $12 billion mark, and is now heading into the enterprise business market.
From The Founder
Light Reading sits down at CES with the head of Cisco's service provider video business, Conrad Clemson, to discuss how NFV and cloud security relate to video, the challenge of managing 4K/8K traffic, the global expansion of Netflix and virtual reality.
Flash Poll
Live Streaming Video
CLOUD / MANAGED SERVICES: Prepping Ethernet for the Cloud
Moderator: Ray LeMaistre Panelists: Jeremy Bye, Leonard Sheahan
LRTV Huawei Video Resource Center
TeliaSonera: Striving for Independence

2|12|16   |     |   (0) comments


Peter Lagergren discusses the importance of decoupling the network from services.
LRTV Huawei Video Resource Center
Ken Wang on U-vMOS

2|12|16   |     |   (0) comments


Ken Wang discusses how video will take of the traffic on carrier networks and become a basic service to provide to end users.
LRTV Documentaries
All Change in Video

2|11|16   |   33:12   |   (1) comment


At this moderated panel at 2020 Vision in Dublin, Alan Breznick, Cable/Video Practice Leader of Light Reading, sits down with Jeff Finkelstein, director of network architecture at Cox Communications, to discuss the rapidly changing video market.
LRTV Custom TV
Hosting in Ireland, Past & Present

2|10|16   |   16:07   |   (0) comments


Garry Connolly, president of Host in Ireland, presents the keynote at Light Reading's 2020 Vision Executive Summit in Dublin.
Women in Comms Introduction Videos
What's Hot in Mobile Commerce?

2|10|16   |   12:18   |   (1) comment


Claire Maslen, financial services relationship manager at the GSMA, talks about the development of the digital commerce sector and the types of relationships that mobile operators are developing to further their m-commerce strategies.
LRTV Documentaries
EANTC Tests Nokia IP Routing & Mobile Gateway VNFs for Real World Deployment

2|9|16   |   5:08   |   (1) comment


Nokia obtained validation of its virtualized router and virtualized mobile gateway capabilities through rigorous testing performed by EANTC. The results set a new industry benchmark for outstanding performance, scalability, resiliency and manageability. Nokia VNFs are ready for telco cloud deployment, so that service providers can accelerate mobile, business and ...
Between the CEOs
CEO Chat With Level 3's Jack Waters

2|8|16   |   26:15   |   (1) comment


Light Reading CEO and founder Steve Saunders sits down with Level 3 Communications' CTO Jack Waters to discuss hot topics like virtualization, 4K and the future of telecom...
LRTV Custom TV
The Composable Telco

2|8|16   |   24:46   |   (0) comments


Heavy Reading's Principal Analyst Caroline Chappell presents the keynote at Light Reading's 2020 Vision Executive Summit in Dublin.
LRTV Custom TV
Join Us at the Digital Operations Transformation Summit

2|4|16   |   03:52   |   (0) comments


The Digital Operations Transformation Summit on February 21, 2016 at the Crowne Plaza Barcelona Fira Centre will bring together 50 senior executives to engage in a unique debate on the opportunities and challenges presented by the transformative evolving digital landscape. RSVP now at events@lightreading.com.
LRTV Custom TV
Making the Test: ADVA Ensemble Connector vs. Open vSwitch

2|4|16   |   01:28   |   (0) comments


Light Reading, in partnership with EANTC, recently tested ADVA's Ensemble Connector, which replaces open vSwitch and offers carrier-grade capability and interoperability. The test results strengthen ADVA's credibility as a provider in the virtualization space.
LRTV Custom TV
Bridging the Gap Between PoCs & Deployment in NFV

2|4|16   |   31:50   |   (0) comments


Charlie Ashton of Wind River presents the keynote at Light Reading's 2020 Vision executive summit in Dublin.
Between the CEOs
CEO Chat With Mike Aquino

2|3|16   |   17:34   |   (0) comments


The former CEO of Overture Networks, Mike Aquino, discusses why truly open virtualization solutions provide service providers with the greatest choice.
Upcoming Live Events
March 10, 2016, The Cable Center, Denver, CO
April 5, 2016, The Ritz Carlton, Charlotte, NC
May 23, 2016, Austin, TX
May 24-25, 2016, Austin Convention Center, Austin, TX
All Upcoming Live Events
Hot Topics
Yahoo & Verizon Sitting in a Tree...
Brian Santo, Senior editor, Test & Measurement / Components, Light Reading, 2/8/2016
Vodafone: Flexible Work Policies Boost Profits
Sarah Thomas, Editorial Operations Director, 2/8/2016
AT&T Lights Fire Under 5G, Plans 2016 Trials
Iain Morris, News Editor, 2/12/2016
Andreessen Facepalms on Facebook Free Basics
Mitch Wagner, West Coast Bureau Chief, Light Reading, 2/10/2016
It's Time to Integrate OTT Video
Alan Breznick, Cable/Video Practice Leader, 2/8/2016
Like Us on Facebook
Twitter Feed
Webinar Archive
BETWEEN THE CEOs - Executive Interviews
Light Reading CEO and founder Steve Saunders sits down with Level 3 Communications' CTO Jack Waters to discuss hot topics like virtualization, 4K and the future of telecom...
The former CEO of Overture Networks, Mike Aquino, discusses why truly open virtualization solutions provide service providers with the greatest choice.
Live Digital Audio

Broadband speeds are ramping up across Europe as the continent, at its own pace, follows North America towards a gigabit society. But there are many steps to take on the road to gigabit broadband availability and a number of technology options that can meet the various requirements of Europe’s high-speed fixed broadband network operators. During this radio show we will look at some of the catalysts for broadband network investments and examine the menu of technology options on offer, including vectoring and G.fast for copper plant evolution and the various deployment possibilities for FTTH/B.