Professional Documents
Culture Documents
6/15/2012
www.aeroflex.com
Topics
Where we are today A brief history of TD Current status in India Current status in China Market trends Drivers for TD-LTE Standardisation The march of TD-LTE
The impact Why did India go TD-LTE? Indias advantages Enter the entrepreneurs
Conclusions TDD and FDD Still a green field India should be on your radar
6/15/2012
www.aeroflex.com
6/15/2012
www.aeroflex.com
GLOBAL
19982000
2001
2005/06
2007
2009
2010
2011
2012
April/July 2001 First voice (April) and data (July) calls made on TDSCDMA network
CHINA
6/15/2012
www.aeroflex.com
Infotel Broadband, Aircel, Bharti Airtel, Qualcomm, Tikona, BSNL, MTNL Bharti Airtel first (Kolkata and Bangalore) Aircel and Infotel next Wireless penetration: 74% Fixed broadband penetration: ~9% Wireless ARPU: US$1.3-1.7
6/15/2012
www.aeroflex.com
Not yet China Mobile, China Unicom, China Telecom Not yet and no spectrum either Forecast: 2014-15 Wireless penetration: 76% (12% for 3G) Fixed broadband penetration: ~40% Wireless ARPU: US$9.6
6/15/2012
www.aeroflex.com
Market trends
6/15/2012
www.aeroflex.com
6/15/2012
www.aeroflex.com
Standardisation
TD-LTE and LTE FDD have greater commonality than TD-SCDMA and WCDMA
Standards reduced technical hurdles, reduced barriers to entry and increased economies of scale
Aeroflex Company Confidential
6/15/2012
www.aeroflex.com
TD-LTE in 2009
10
6/15/2012
www.aeroflex.com
TD-LTE in 2012
11
6/15/2012
www.aeroflex.com
The impact
12
6/15/2012
www.aeroflex.com
Still low demand for data but mobile will be broadband of choice Low ARPUs Rapidly maturing technology; except devices
13
6/15/2012
www.aeroflex.com
Indias advantages
Established IT industry
Structural
Large population Experiment at home before going global
Entrepreneurial culture
Innovative
Why low ARPUs can be good for you
14
6/15/2012
www.aeroflex.com
Indian companies have a long history of taking advantage of technology shifts Applications space Data is becoming ubiquitous Consolidation of the major vendors creates space for differentiated offerings
15
6/15/2012
www.aeroflex.com
Conclusions
16
6/15/2012
www.aeroflex.com
17
6/15/2012
www.aeroflex.com
A green field
New market entrants: IT services, non-traditional players and start-ups
Pressures
When will we get the $50 smart phone?
18
6/15/2012
www.aeroflex.com
19
6/15/2012
www.aeroflex.com