Light Reading
Part two of our assessment of telecom equipment opportunities in India, focusing on packet-optical trends

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
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 Beer
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   

Educational Resources
sponsor supplied content
Educational Resources Archive
More Blogs from Heavy Lifting Analyst Notes
Enterprises increasingly realize that in order to run their businesses economically they need to fundamentally change ways in which they operate their businesses in the connected IP world.
There's plenty of activity in the emerging G.fast broadband technology sector, but will it come to anything?
Here are some steps that service providers could take to boost the reach, awareness and success of their multiscreen video ventures.
Telecom operators are deploying new technologies in their data center environments to reduce costs and increase revenues.
The cloud debate has moved on to the network capabilities needed to meet customers' demands, with SDN and NFV at the heart of discussions.
Flash Poll
From The Founder
It's clear to me that the communications industry is divided into two types of people, and only one is living in the real world.
LRTV Interviews
From 4G to 5G: Alcatel-Lucent's Dave Geary

11|25|14   |   09:09   |   (1) comment


Dave Geary, President of Wireless at Alcatel-Lucent, talks about the evolution of the 4G market, small cells, partnerships, 5G and the IoT.
LRTV Huawei Video Resource Center
Building a Secure Telefonica Network With Huawei's High-End Firewall

11|24|14   |   4:37   |   (0) comments


Andrew Davies, IP architect of the Telefonica, a leading digital communications company, discusses the Huawei security gateway solution and putting the solution into the testbed.
LRTV Huawei Video Resource Center
Huawei Partners with Spirent to Verify CE12816's 10GE Port & TRILL Networking Capabilities

11|24|14   |   2:50   |   (0) comments


Spirent Communications is the world's leading supplier for telecom testing appliances and solutions. Spirent has been in a close partnership with Huawei for a long time.
LRTV Huawei Video Resource Center
Saudi Airlines & Its ICT Transformation

11|24|14   |   2:07   |   (0) comments


In this video, Saudi Airlines discusses its network problems and how Huawei's Agile Network is its all-in-one solution.
LRTV Huawei Video Resource Center
Huawei's Agile Switch Benefiting Saudi Arabia's Yamamah Hospital

11|24|14   |   2:40   |   (0) comments


Saudi Arabia's Yamamah Hospital speaks about how Huawei's Agile Switch has improved the medical service's network infrastructure.
LRTV Huawei Video Resource Center
FanPlay & Huawei Build a Wireless Agile Smart Stadium

11|24|14   |   2:13   |   (0) comments


FanPlay is a cloud-based white label service, which is effectively a football fan engagement platform underpinned by mobile payment technology.
LRTV Huawei Video Resource Center
Building an Agile Stadium

11|24|14   |   3:54   |   (0) comments


Stadiums may be thousands of tons of concrete and steel, but they now need to be agile. Being at the stadium may not be as alluring as it once was. Sports franchises and stadium operators discuss how to get fans back.
LRTV Huawei Video Resource Center
Huawei Helps ChinaCache Tackle Challenges in the Internet Industry

11|24|14   |   3:09   |   (0) comments


ChinaCache is China's largest content distribution network supplier. Huawei's CE12800 has provided ChinaCache with very strong support in its establishment of an infrastructure network.
LRTV Huawei Video Resource Center
Cefinity on Managed Security Services & Next-Generation Firewall

11|24|14   |   7:05   |   (0) comments


Cefinity is a cloud management service provider in Southeast Asia. Ivan Zhang, CEO of the company, discusses the implementation of security service management in the cloud era.
LRTV Huawei Video Resource Center
Huawei's Agile Gateway in the Eyes of Cefinity

11|24|14   |   2:11   |   (0) comments


Cefinity is a managed service provider for enterprise networks. The company currently uses Huawei's AR series routers for the most complete range of functions. CEO Ivan Zhang speaks about the advantages of the AR series routers.
LRTV Huawei Video Resource Center
CTO of Bus-Online Talks About Huawei's Agile Gateway

11|24|14   |   2:53   |   (0) comments


Bus-Online covers around 100 million users everyday. In addition to providing mobile TV, and advertising services to the public, Bus-Online has also entered the field of mobile Internet.
LRTV Huawei Video Resource Center
Amsterdam ArenA as an Agile Campus

11|24|14   |   3:31   |   (0) comments


The Amsterdam ArenA, home of the Ajax soccer team, can be a crowded space. ArenA has partnered with Huawei to work on bringing ample bandwidth to 53,000 people at the same time.
Upcoming Live Events
December 2, 2014, New York City
December 3, 2014, New York City
December 8-10, 2014, Reykjavik, Iceland
February 10, 2015, Atlanta, GA
April 14, 2015, New York City, NY
May 6, 2015, McCormick Convention Center, Chicago, IL
May 13-14, 2015, The Westin Peachtree, Atlanta, GA
June 9-10, 2015, Chicago, IL
Infographics
Irish Telecom outlines the rise of VoIP technology, including its adoption within businesses and their perception of its quality.
Hot Topics
$38.3M: Ain't That a Kik in the SMS
Sarah Reedy, Senior Editor, 11/20/2014
Do You Have a 2020 Vision?
Dennis Mendyk, Vice President of Research, Heavy Reading, 11/21/2014
Operators Should Block Ads to Get Their Cut, Startup Says
Sarah Reedy, Senior Editor, 11/24/2014
$35B+ Spectrum Auction Dings Verizon, Shines Dish
Dan Jones, Mobile Editor, 11/24/2014
Amazon Eyes Ad-Supported Video – NY Post
Mari Silbey, Independent Technology Editor, 11/25/2014
Like Us on Facebook
Twitter Feed