LightCounting & TÉRAL RESEARCH: India RAN market is buoyant with 5G rolling out at a fast pace
The India Wireless Infrastructure Report provides an update on the 5G radio access (RAN) developments in India, including geopolitics trends and technology. The report says that The RAN market in India is buoyant with a swelling local ecosystem that boasts big international ambitions.
Reliance Jio is rolling out 5G at a fast pace, followed by Bharti Airtel. As a result,1H23 RAN sales surged 300% YoY, and kept Ericsson in the driver’s seat, followed by Nokia and Samsung. Although the rollout pace has slowed down, 2023 is looking up, looks like the peak year, and we expect RAN equipment sales to more than double compared to last year, still driven by Jio and Airtel while BSNL will contribute with its 4G deployment.
“It’s a two-horse race, the near Jio / Airtel duopoly is quickly blanketing the country with 5G while the rest are struggling and catching up with 4G.” said Stéphane Téral, Chief Analyst at LightCounting Market Research and Founder of TÉRAL RESEARCH.
Source: LightCounting
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- 2024 is shaping up as a shift year from 5G network buildout to how to foster utilization and some midband FWA experiments.
- Due to the looming formation of a CSP duopoly, the looming merger of MTNL into BSNL, and Vodafone Idea’s unsustainable indebtment, our long-term forecast points to a lumpy RAN market. There is no surprise that India is a tough cellular market characterized by flat subscriber growth, ultralow ARPUs and low equipment average sales pricing.
- Open RAN is the brightest spot with a penetration of the total RAN market that will surpass 50% by 2028.
- At the same time, a mushrooming energetic local ecosystem is rising with great international ambitions enabled by strong ties between the U.S. and India.
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References:
https://www.lightcounting.com/report/september-2023-india-wireless-infrastructure-217
https://www.lightcounting.com/report/september-2023-open-vran-market-213
Bharti Airtel today announced that it has surpassed 50 million unique 5G customers on its network. Airtel was the first to launch 5G services in India on October 1st, 2022, with the Airtel 5G Plus network first going live in eight cities: Delhi, Mumbai, Chennai, Bengaluru, Hyderabad, Siliguri, Nagpur, and Varanasi. As tomorrow marks the one-year anniversary of the launch of 5G services in India, Airtel has announced that its 5G growth streak continues, along with the 5G user milestone.
Airtel announced that it has reached this milestone within one year of the launch of Airtel 5G Plus. Airtel said that Airtel 5G Plus is available across all 28 states and 8 union territories, making it one of the fastest rollouts in the country. The company has taken initiatives to launch 5G services in many tourist destinations and is also the first to launch 5G service to customers across Kochi’s water metro stations.
From the scenic Balia in Bihar to the historic Cuttack in Odisha, the smallest Ramgarh district in Jharkhand to Bishnoi, a land for wildlife lovers in Rajasthan, from the serene Serai of Kerala to the marshy villages of Kashmir, Airtel said its customers are now on the digital superhighway and are enjoying blazing fast speeds on its 5G network.
https://telecomtalk.info/airtel-surpasses-50million-unique-5g-users-india/880132/