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Since the time Huawei and ZTE started operations in India in 2000, their Indian sojourn has been marred with controversies and security issues. In 2000, Huawei invested over $150 million to set up a research and development facility on 20 acres of land on the outskirts of Bengaluru. ZTE followed closely and set up its Indian business in 2003.
Possibly the biggest contribution is that the entry of the Chinese vendors brought competition in the telecom vendor space in India. It emerged as a vendor of choice for government-owned Bharat Sanchar Nigam Limited<\/a> (BSNL<\/a>) and Mahanagar Telephone Nigam Limited (MTNL). As per Minister of State for Communications Sanjay Dhotre's response in Parliament in 2020, more than 50% of mobile network equipment used by BSNL is from Chinese vendors: 44% from Huawei and 9% from ZTE.
The private telcos were not far behind. Bharti Airtel<\/a>, Vodafone and Idea were extensively using Chinese equipment. By some estimates, 25-30% of Airtel's 4G network is from Huawei and ZTE and the same is true for Vodafone Idea<\/a>'s network. Reliance Jio<\/a>, which launched operations much later in 2016, is the only Indian telco which strategically decided to stay away from Chinese equipment. Clearly, Chinese gear makers were giving tough competition to the European vendors during their hay days in India.
A key reason for the growth of Chinese vendors in India is not just the low prices of their equipment but also exceptionally easy payment terms. It was very easy for the Indian telcos to get financing from Chinese financial institutions to procure equipment from Huawei or ZTE. Typically the rate of interest would be as low as 0% with a payment plan spread over several years. All this made working with Chinese vendors very appealing to the Indian telcos.
\"Before the entry of the Chinese vendors, this space was dominated by the European vendors, Nokia and Ericsson. Over the years, Huawei and ZTE created a niche by not just presenting a viable option to the Indian telcos but also offering long-term low interest rates, which made it easier for the Indian telcos to expand and it also brought down the tariffs for the Indian consumers,\" says Ashwinder Sethi, Principal at Analysys Mason.
\"Chinese vendors have provided telecom gear at much cheaper rates compared to their global peers, which has helped Indian telecom service providers upgrade their networking equipment at affordable rates,\" says Nishant Bansal, Senior Research Manager at IDC's Asia Pacific Telecom Research.
Huawei and ZTE were not only able to make a place for themselves in the gear space, but they also managed to sign several managed services deals with Vodafone, Airtel, Idea, Reliance Communications and BSNL. Typically, managed services contracts are difficult to procure for any new player because they are not just about cost-cutting but demand a deep understanding and expertise.
Over the two decades, security concerns about the Chinese gear were raised at several points but even so the two companies managed to grow their market share. However, the Galwan Valley skirmishes between the Chinese and the Indian Army in 2020 was the tipping point. It pushed the Indian Government to ban several Chinese applications, making it difficult for Chinese companies to do business in India.
While the Indian Government has abstained from banning Huawei and ZTE from the Indian telecom market, they have also refrained from giving them trusted source certificates since they didn’t complete the paperwork, making it difficult for them to do any business in India. In addition, in recent times, there have been several tax-related raids at Huawei and ZTE offices.
Considering the lack of business in India, it is not surprising that the workforce of both Huawei and ZTE in India is significantly reduced. The workforce at Huawei’s R&D operations which at one time employed around 4,000 employees, was now down to 1,000 to 1,500 in 2020 as per media reports. Further, Huawei has refrained from forming a joint venture with a local player for telecom gear manufacturing, spelling the end of the era for the Indian telecom industry.
Read also<\/h4><\/a><\/figure>Huawei puts India telecom JV plans on hold amid uncertain future<\/a><\/h5><\/div><\/a><\/figure>5G: End of the road for Huawei and ZTE in India?<\/a><\/h5><\/div><\/a><\/figure>Chinese resistance globally to encourage India’s homegrown 5G gear development: Paulraj<\/a><\/h5><\/div><\/a><\/figure>Huawei, ZTE fail to keep flock together as business takes a plunge<\/a><\/h5><\/div><\/div><\/div>
The Impact<\/strong>
Considering the impact Huawei and ZTE have had on the Indian telecom industry, the effects of their departure will be felt for a long time. The most significant impact is on BSNL, which now continues to struggle to launch 4G services. One can argue that the delay in BSNL’s 4G launch is because of Huawei and ZTE’s absence.
\"It will be expensive for telecom players to upgrade their mobile network to 4G (in case of BSNL) and 5G (In case of all telecom players) with Chinese vendors out of the fray as they provide cheaper and better financing options. With fewer players in the market now, it could possibly be one of the reasons behind the delay in launching 4G services,\" says Bansal of IDC.
There is also a thought in the industry that the Average Revenue Per User (ARPU) is now on an upswing because the Chinese vendors are no longer present in India, which has led to an increase in the cost of setting up network infrastructure in the country.
\"India has one of the lowest ARPUs in the world and all the telcos have repeatedly mentioned the need to take it to a healthy level (possibly around INR 250-300 at a minimum) to justify the investments they have made in procuring spectrum and setting up infrastructure for 5G services. So, irrespective of whether Chinese vendors or not, we will likely see ARPU growth in India,\" says Bansal.
On the positive side, the exit of the Chinese players may have opened the doors for the Indian and other new vendors. It remains to be seen whether they would be able to grab this opportunity to grow their market share.
The Chinese gear makers also made a mark for themselves in the devices industry. Huawei and ZTE were the prime suppliers of access devices, like dongles, to almost all service providers, including Reliance Communications and Tata Teleservices. Huawei started smartphone manufacturing in India in 2016 and its range of mobile devices, such as the Honor 8X and Honor 10, have been particularly successful in the Indian market.
Wrapping Up<\/strong>
While the Chinese vendors' two-decade journey has ended abruptly in India, it does not discount the crucial contribution they have made to the Indian telecom industry. Low-priced Chinese gear and easy payment terms made it possible for the Indian telcos to provide services at rock-bottom rates, which in turn made the services affordable for a greater section of society.
<\/body>","next_sibling":[{"msid":97898770,"title":"Online channels overtake offline retailers in smartphone shipment in 2022","entity_type":"ARTICLE","link":"\/news\/online-channels-overtake-offline-retailers-in-smartphone-shipment-in-2022\/97898770","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":97898815,"entity_type":"ARTICLE","title":"In-depth: Understanding the impact of Chinese vendors' unofficial exit from India","synopsis":"Over the two decades, security concerns about the Chinese gear were raised at several points but even so the two companies managed to grow their market share. However, the Galwan Valley skirmishes between the Chinese and the Indian Army in 2020 was the tipping point. It pushed the Indian Government to ban several Chinese applications, making it difficult for Chinese companies to do business in India.","titleseo":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india","status":"ACTIVE","authors":[{"author_name":"Gagandeep Kaur","author_link":"\/author\/479260223\/gagandeep-kaur","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479260223.cms?width=100&height=100","author_additional":false}],"analytics":{"comments":0,"views":5956,"shares":0,"engagementtimems":14904000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2023-02-14 08:04:23","lastupd":"2023-03-15 13:10:25","breadcrumbTags":["Huawei","reliance jio","ETTspecial","Telecom equipment","ZTE","Chinese telecom equipment vendors","Vodafone Idea","Bharti Airtel","bharat sanchar nigam limited","BSNL"],"secinfo":{"seolocation":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india"}}" data-authors="[" gagandeep kaur"]" data-category-name="" data-category_id="" data-date="2023-02-14" data-index="article_1">
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深入:了解中国供应商的非官方退出印度的影响
二十年,安全担忧中国装备提出了几点但即便如此这两家公司成功地增加他们的市场份额。然而,Galwan谷2020年中国和印度军队之间的冲突是临界点。它敦促印度政府禁止中国几个应用程序,使中国企业很难在印度做生意。
排除在5 g试验和5 g市场,紧随其后的是他们无法获得印度政府的信任的源证书,标志着中国供应商的路的尽头华为和中兴通讯在乡下。当他们出现在印度,这两家中国供应商不仅为自己雕刻一个利基在印度市场也起到了革命性的作用。
自从华为和中兴在印度2000年开始运营,其印度逗留一直受到争议及安全问题。2000年,华为投资超过1.5亿美元建立一个研发设施占地20英亩的土地在班加罗尔的郊区。中兴通讯密切关注,并于2003年建立了印度商业。
可能最大的贡献是中国厂商的进入带来的竞争在印度电信供应商空间。它成为一个国有的首选供应商Bharat Sanchar Nigam说有限(BSNL)和Mahanagar电话尼噶有限(MTNL)。按通信部长桑杰Dhotre在议会的反应早在2020年,超过50%的移动网络设备使用BSNL来自中国供应商:44%来自华为和9%来自中兴。
私营电信公司紧随其后。Bharti Airtel,沃达丰(Vodafone)和中国设备被广泛使用。据估计,25 - 30%的旅馆的4 g网络来自华为和中兴,也是同样的道理沃达丰的想法的网络。依赖Jio在2016年晚些时候启动操作多,唯一的印度电信战略决定远离中国设备。显然,中国电信设备制造商给欧洲厂商的激烈竞争在干草天在印度。
一个关键原因中国供应商在印度的增长不仅仅是设备的低价格,但也非常容易的付款方式。印度电信公司很容易从中国金融机构获得融资从华为或中兴通讯采购设备。一般情况下,利率将会低至0%,付款计划在几年内。这一切使与中国供应商合作非常吸引印度电信公司。
“入口前的中国供应商,这个空间是由欧洲主导供应商,诺基亚和爱立信。多年来,华为和中兴创建了一个利基市场,不仅提供一个可行的选择,印度电信公司还提供长期低利率,这使得印度电信公司更容易扩展,也降低了关税的印度消费者,“Ashwinder Sethi Analysys Mason负责人说。
“中国供应商提供电信设备更便宜的利率与国际同行相比,帮助印度电信服务提供商升级他们的网络设备以可承受的利率,”作者Nishant邦萨尔说,高级研究经理IDC亚太区电信研究。
华为和中兴不仅能使一个地方为自己的设备空间,但他们也设法与沃达丰(Vodafone)签订多个管理服务协议,Airtel想法,信实电信和BSNL。通常,管理服务合同很难获得任何新球员,因为他们不仅仅是削减成本,但需求的深刻理解和专业知识。
二十年,安全担忧中国装备提出了几点但即便如此这两家公司成功地增加他们的市场份额。然而,Galwan谷2020年中国和印度军队之间的冲突是临界点。它敦促印度政府禁止中国几个应用程序,使中国企业很难在印度做生意。
虽然印度政府已弃权与禁止华为和中兴通讯印度电信市场,他们也没有给他们信任源证书,因为他们没有完成文书工作,使得他们很难在印度做什么生意。此外,近年来,已经有几个在华为和中兴办事处与税收相关的袭击。
考虑到缺乏业务在印度,也就不足为奇了华为和中兴在印度的劳动力是显著降低。劳动力在华为的研发操作一次雇佣大约4000名员工,现在已经下降到1000到1500年的2020人根据媒体报道。此外,华为没有与当地球员组建一家合资公司,电信设备制造业、拼写的印度电信行业的时代。
的影响
考虑到影响华为和中兴在印度电信行业,他们离开的影响将会觉得很长一段时间。BSNL最重要的影响是,现在继续努力推出4 g服务。可以认为,延迟BSNL 4 g发射是因为华为和中兴的缺席。
“这将是昂贵的电信玩家移动网络升级到4 g (BSNL)和5克(在所有电信玩家)与中国厂商的竞争,因为他们提供更便宜、更好的融资选择。用更少的球员现在在市场上,它可能会推迟推出4 g服务背后的原因,”IDC的邦萨尔说。
业内也有一个想法,每用户平均收入(ARPU)现在在上升,因为中国供应商不再出现在印度,导致增加的成本建立网络基础设施。
“印度拥有世界上arpu最低的国家之一,所有的电信公司已多次提到需要一个健康的水平(可能在印度卢比至少250 - 300年)来证明他们在采购领域的投资和建立基础设施5 g服务。所以,无论是否中国供应商,我们可能会看到ARPU增长在印度,”邦萨尔说。
从积极的一面来看,中国球员的退出可能敞开大门为印度和其他新的供应商。还有待观察是否能够抓住这个机会,增加他们的市场份额。
中国电信设备制造商也做了一个标记为自己的设备行业。华为和中兴被接入设备的主要供应商,如软件狗,几乎所有的服务提供者,包括通信和塔塔电信业务的依赖。华为智能手机制造业在印度2016年开始,其范围的移动设备,如荣誉8 x和荣誉10,在印度市场尤为成功。
结束
虽然中国供应商的二十年的旅程已经结束突然在印度,它不折扣的关键贡献他们印度电信行业。低价中国齿轮和容易的付款方式使印度电信公司提供服务以最低利率,进而使社会的服务负担得起的一个更大的部分。
<\/span><\/figcaption><\/figure><\/strong>Exclusion from the 5G trials and 5G market, followed by their inability to acquire the trusted source certificate from the Indian Government, marks the end of the road for the Chinese vendors Huawei<\/a> and ZTE<\/a> in the country. While they were present in India, the two Chinese vendors had not only carved a niche for themselves in the Indian market but also played a transformative role.
Since the time Huawei and ZTE started operations in India in 2000, their Indian sojourn has been marred with controversies and security issues. In 2000, Huawei invested over $150 million to set up a research and development facility on 20 acres of land on the outskirts of Bengaluru. ZTE followed closely and set up its Indian business in 2003.
Possibly the biggest contribution is that the entry of the Chinese vendors brought competition in the telecom vendor space in India. It emerged as a vendor of choice for government-owned Bharat Sanchar Nigam Limited<\/a> (BSNL<\/a>) and Mahanagar Telephone Nigam Limited (MTNL). As per Minister of State for Communications Sanjay Dhotre's response in Parliament in 2020, more than 50% of mobile network equipment used by BSNL is from Chinese vendors: 44% from Huawei and 9% from ZTE.
The private telcos were not far behind. Bharti Airtel<\/a>, Vodafone and Idea were extensively using Chinese equipment. By some estimates, 25-30% of Airtel's 4G network is from Huawei and ZTE and the same is true for Vodafone Idea<\/a>'s network. Reliance Jio<\/a>, which launched operations much later in 2016, is the only Indian telco which strategically decided to stay away from Chinese equipment. Clearly, Chinese gear makers were giving tough competition to the European vendors during their hay days in India.
A key reason for the growth of Chinese vendors in India is not just the low prices of their equipment but also exceptionally easy payment terms. It was very easy for the Indian telcos to get financing from Chinese financial institutions to procure equipment from Huawei or ZTE. Typically the rate of interest would be as low as 0% with a payment plan spread over several years. All this made working with Chinese vendors very appealing to the Indian telcos.
\"Before the entry of the Chinese vendors, this space was dominated by the European vendors, Nokia and Ericsson. Over the years, Huawei and ZTE created a niche by not just presenting a viable option to the Indian telcos but also offering long-term low interest rates, which made it easier for the Indian telcos to expand and it also brought down the tariffs for the Indian consumers,\" says Ashwinder Sethi, Principal at Analysys Mason.
\"Chinese vendors have provided telecom gear at much cheaper rates compared to their global peers, which has helped Indian telecom service providers upgrade their networking equipment at affordable rates,\" says Nishant Bansal, Senior Research Manager at IDC's Asia Pacific Telecom Research.
Huawei and ZTE were not only able to make a place for themselves in the gear space, but they also managed to sign several managed services deals with Vodafone, Airtel, Idea, Reliance Communications and BSNL. Typically, managed services contracts are difficult to procure for any new player because they are not just about cost-cutting but demand a deep understanding and expertise.
Over the two decades, security concerns about the Chinese gear were raised at several points but even so the two companies managed to grow their market share. However, the Galwan Valley skirmishes between the Chinese and the Indian Army in 2020 was the tipping point. It pushed the Indian Government to ban several Chinese applications, making it difficult for Chinese companies to do business in India.
While the Indian Government has abstained from banning Huawei and ZTE from the Indian telecom market, they have also refrained from giving them trusted source certificates since they didn’t complete the paperwork, making it difficult for them to do any business in India. In addition, in recent times, there have been several tax-related raids at Huawei and ZTE offices.
Considering the lack of business in India, it is not surprising that the workforce of both Huawei and ZTE in India is significantly reduced. The workforce at Huawei’s R&D operations which at one time employed around 4,000 employees, was now down to 1,000 to 1,500 in 2020 as per media reports. Further, Huawei has refrained from forming a joint venture with a local player for telecom gear manufacturing, spelling the end of the era for the Indian telecom industry.
Read also<\/h4><\/a><\/figure>Huawei puts India telecom JV plans on hold amid uncertain future<\/a><\/h5><\/div><\/a><\/figure>5G: End of the road for Huawei and ZTE in India?<\/a><\/h5><\/div><\/a><\/figure>Chinese resistance globally to encourage India’s homegrown 5G gear development: Paulraj<\/a><\/h5><\/div><\/a><\/figure>Huawei, ZTE fail to keep flock together as business takes a plunge<\/a><\/h5><\/div><\/div><\/div>
The Impact<\/strong>
Considering the impact Huawei and ZTE have had on the Indian telecom industry, the effects of their departure will be felt for a long time. The most significant impact is on BSNL, which now continues to struggle to launch 4G services. One can argue that the delay in BSNL’s 4G launch is because of Huawei and ZTE’s absence.
\"It will be expensive for telecom players to upgrade their mobile network to 4G (in case of BSNL) and 5G (In case of all telecom players) with Chinese vendors out of the fray as they provide cheaper and better financing options. With fewer players in the market now, it could possibly be one of the reasons behind the delay in launching 4G services,\" says Bansal of IDC.
There is also a thought in the industry that the Average Revenue Per User (ARPU) is now on an upswing because the Chinese vendors are no longer present in India, which has led to an increase in the cost of setting up network infrastructure in the country.
\"India has one of the lowest ARPUs in the world and all the telcos have repeatedly mentioned the need to take it to a healthy level (possibly around INR 250-300 at a minimum) to justify the investments they have made in procuring spectrum and setting up infrastructure for 5G services. So, irrespective of whether Chinese vendors or not, we will likely see ARPU growth in India,\" says Bansal.
On the positive side, the exit of the Chinese players may have opened the doors for the Indian and other new vendors. It remains to be seen whether they would be able to grab this opportunity to grow their market share.
The Chinese gear makers also made a mark for themselves in the devices industry. Huawei and ZTE were the prime suppliers of access devices, like dongles, to almost all service providers, including Reliance Communications and Tata Teleservices. Huawei started smartphone manufacturing in India in 2016 and its range of mobile devices, such as the Honor 8X and Honor 10, have been particularly successful in the Indian market.
Wrapping Up<\/strong>
While the Chinese vendors' two-decade journey has ended abruptly in India, it does not discount the crucial contribution they have made to the Indian telecom industry. Low-priced Chinese gear and easy payment terms made it possible for the Indian telcos to provide services at rock-bottom rates, which in turn made the services affordable for a greater section of society.
<\/body>","next_sibling":[{"msid":97898770,"title":"Online channels overtake offline retailers in smartphone shipment in 2022","entity_type":"ARTICLE","link":"\/news\/online-channels-overtake-offline-retailers-in-smartphone-shipment-in-2022\/97898770","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":97898815,"entity_type":"ARTICLE","title":"In-depth: Understanding the impact of Chinese vendors' unofficial exit from India","synopsis":"Over the two decades, security concerns about the Chinese gear were raised at several points but even so the two companies managed to grow their market share. However, the Galwan Valley skirmishes between the Chinese and the Indian Army in 2020 was the tipping point. It pushed the Indian Government to ban several Chinese applications, making it difficult for Chinese companies to do business in India.","titleseo":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india","status":"ACTIVE","authors":[{"author_name":"Gagandeep Kaur","author_link":"\/author\/479260223\/gagandeep-kaur","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479260223.cms?width=100&height=100","author_additional":false}],"analytics":{"comments":0,"views":5956,"shares":0,"engagementtimems":14904000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2023-02-14 08:04:23","lastupd":"2023-03-15 13:10:25","breadcrumbTags":["Huawei","reliance jio","ETTspecial","Telecom equipment","ZTE","Chinese telecom equipment vendors","Vodafone Idea","Bharti Airtel","bharat sanchar nigam limited","BSNL"],"secinfo":{"seolocation":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india"}}" data-news_link="//www.iser-br.com/news/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india/97898815">
<\/a><\/figure>Huawei puts India telecom JV plans on hold amid uncertain future<\/a><\/h5><\/div><\/a><\/figure>5G: End of the road for Huawei and ZTE in India?<\/a><\/h5><\/div><\/a><\/figure>Chinese resistance globally to encourage India’s homegrown 5G gear development: Paulraj<\/a><\/h5><\/div><\/a><\/figure>Huawei, ZTE fail to keep flock together as business takes a plunge<\/a><\/h5><\/div><\/div><\/div>
The Impact<\/strong>
Considering the impact Huawei and ZTE have had on the Indian telecom industry, the effects of their departure will be felt for a long time. The most significant impact is on BSNL, which now continues to struggle to launch 4G services. One can argue that the delay in BSNL’s 4G launch is because of Huawei and ZTE’s absence.
\"It will be expensive for telecom players to upgrade their mobile network to 4G (in case of BSNL) and 5G (In case of all telecom players) with Chinese vendors out of the fray as they provide cheaper and better financing options. With fewer players in the market now, it could possibly be one of the reasons behind the delay in launching 4G services,\" says Bansal of IDC.
There is also a thought in the industry that the Average Revenue Per User (ARPU) is now on an upswing because the Chinese vendors are no longer present in India, which has led to an increase in the cost of setting up network infrastructure in the country.
\"India has one of the lowest ARPUs in the world and all the telcos have repeatedly mentioned the need to take it to a healthy level (possibly around INR 250-300 at a minimum) to justify the investments they have made in procuring spectrum and setting up infrastructure for 5G services. So, irrespective of whether Chinese vendors or not, we will likely see ARPU growth in India,\" says Bansal.
On the positive side, the exit of the Chinese players may have opened the doors for the Indian and other new vendors. It remains to be seen whether they would be able to grab this opportunity to grow their market share.
The Chinese gear makers also made a mark for themselves in the devices industry. Huawei and ZTE were the prime suppliers of access devices, like dongles, to almost all service providers, including Reliance Communications and Tata Teleservices. Huawei started smartphone manufacturing in India in 2016 and its range of mobile devices, such as the Honor 8X and Honor 10, have been particularly successful in the Indian market.
Wrapping Up<\/strong>
While the Chinese vendors' two-decade journey has ended abruptly in India, it does not discount the crucial contribution they have made to the Indian telecom industry. Low-priced Chinese gear and easy payment terms made it possible for the Indian telcos to provide services at rock-bottom rates, which in turn made the services affordable for a greater section of society.
<\/body>","next_sibling":[{"msid":97898770,"title":"Online channels overtake offline retailers in smartphone shipment in 2022","entity_type":"ARTICLE","link":"\/news\/online-channels-overtake-offline-retailers-in-smartphone-shipment-in-2022\/97898770","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":97898815,"entity_type":"ARTICLE","title":"In-depth: Understanding the impact of Chinese vendors' unofficial exit from India","synopsis":"Over the two decades, security concerns about the Chinese gear were raised at several points but even so the two companies managed to grow their market share. However, the Galwan Valley skirmishes between the Chinese and the Indian Army in 2020 was the tipping point. It pushed the Indian Government to ban several Chinese applications, making it difficult for Chinese companies to do business in India.","titleseo":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india","status":"ACTIVE","authors":[{"author_name":"Gagandeep Kaur","author_link":"\/author\/479260223\/gagandeep-kaur","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479260223.cms?width=100&height=100","author_additional":false}],"analytics":{"comments":0,"views":5956,"shares":0,"engagementtimems":14904000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2023-02-14 08:04:23","lastupd":"2023-03-15 13:10:25","breadcrumbTags":["Huawei","reliance jio","ETTspecial","Telecom equipment","ZTE","Chinese telecom equipment vendors","Vodafone Idea","Bharti Airtel","bharat sanchar nigam limited","BSNL"],"secinfo":{"seolocation":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india"}}" data-authors="[" gagandeep kaur"]" data-category-name="" data-category_id="" data-date="2023-02-14" data-index="article_1">
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深入:了解中国供应商的非官方退出印度的影响
二十年,安全担忧中国装备提出了几点但即便如此这两家公司成功地增加他们的市场份额。然而,Galwan谷2020年中国和印度军队之间的冲突是临界点。它敦促印度政府禁止中国几个应用程序,使中国企业很难在印度做生意。
排除在5 g试验和5 g市场,紧随其后的是他们无法获得印度政府的信任的源证书,标志着中国供应商的路的尽头华为和中兴通讯在乡下。当他们出现在印度,这两家中国供应商不仅为自己雕刻一个利基在印度市场也起到了革命性的作用。
自从华为和中兴在印度2000年开始运营,其印度逗留一直受到争议及安全问题。2000年,华为投资超过1.5亿美元建立一个研发设施占地20英亩的土地在班加罗尔的郊区。中兴通讯密切关注,并于2003年建立了印度商业。
可能最大的贡献是中国厂商的进入带来的竞争在印度电信供应商空间。它成为一个国有的首选供应商Bharat Sanchar Nigam说有限(BSNL)和Mahanagar电话尼噶有限(MTNL)。按通信部长桑杰Dhotre在议会的反应早在2020年,超过50%的移动网络设备使用BSNL来自中国供应商:44%来自华为和9%来自中兴。
私营电信公司紧随其后。Bharti Airtel,沃达丰(Vodafone)和中国设备被广泛使用。据估计,25 - 30%的旅馆的4 g网络来自华为和中兴,也是同样的道理沃达丰的想法的网络。依赖Jio在2016年晚些时候启动操作多,唯一的印度电信战略决定远离中国设备。显然,中国电信设备制造商给欧洲厂商的激烈竞争在干草天在印度。
一个关键原因中国供应商在印度的增长不仅仅是设备的低价格,但也非常容易的付款方式。印度电信公司很容易从中国金融机构获得融资从华为或中兴通讯采购设备。一般情况下,利率将会低至0%,付款计划在几年内。这一切使与中国供应商合作非常吸引印度电信公司。
“入口前的中国供应商,这个空间是由欧洲主导供应商,诺基亚和爱立信。多年来,华为和中兴创建了一个利基市场,不仅提供一个可行的选择,印度电信公司还提供长期低利率,这使得印度电信公司更容易扩展,也降低了关税的印度消费者,“Ashwinder Sethi Analysys Mason负责人说。
“中国供应商提供电信设备更便宜的利率与国际同行相比,帮助印度电信服务提供商升级他们的网络设备以可承受的利率,”作者Nishant邦萨尔说,高级研究经理IDC亚太区电信研究。
华为和中兴不仅能使一个地方为自己的设备空间,但他们也设法与沃达丰(Vodafone)签订多个管理服务协议,Airtel想法,信实电信和BSNL。通常,管理服务合同很难获得任何新球员,因为他们不仅仅是削减成本,但需求的深刻理解和专业知识。
二十年,安全担忧中国装备提出了几点但即便如此这两家公司成功地增加他们的市场份额。然而,Galwan谷2020年中国和印度军队之间的冲突是临界点。它敦促印度政府禁止中国几个应用程序,使中国企业很难在印度做生意。
虽然印度政府已弃权与禁止华为和中兴通讯印度电信市场,他们也没有给他们信任源证书,因为他们没有完成文书工作,使得他们很难在印度做什么生意。此外,近年来,已经有几个在华为和中兴办事处与税收相关的袭击。
考虑到缺乏业务在印度,也就不足为奇了华为和中兴在印度的劳动力是显著降低。劳动力在华为的研发操作一次雇佣大约4000名员工,现在已经下降到1000到1500年的2020人根据媒体报道。此外,华为没有与当地球员组建一家合资公司,电信设备制造业、拼写的印度电信行业的时代。
的影响
考虑到影响华为和中兴在印度电信行业,他们离开的影响将会觉得很长一段时间。BSNL最重要的影响是,现在继续努力推出4 g服务。可以认为,延迟BSNL 4 g发射是因为华为和中兴的缺席。
“这将是昂贵的电信玩家移动网络升级到4 g (BSNL)和5克(在所有电信玩家)与中国厂商的竞争,因为他们提供更便宜、更好的融资选择。用更少的球员现在在市场上,它可能会推迟推出4 g服务背后的原因,”IDC的邦萨尔说。
业内也有一个想法,每用户平均收入(ARPU)现在在上升,因为中国供应商不再出现在印度,导致增加的成本建立网络基础设施。
“印度拥有世界上arpu最低的国家之一,所有的电信公司已多次提到需要一个健康的水平(可能在印度卢比至少250 - 300年)来证明他们在采购领域的投资和建立基础设施5 g服务。所以,无论是否中国供应商,我们可能会看到ARPU增长在印度,”邦萨尔说。
从积极的一面来看,中国球员的退出可能敞开大门为印度和其他新的供应商。还有待观察是否能够抓住这个机会,增加他们的市场份额。
中国电信设备制造商也做了一个标记为自己的设备行业。华为和中兴被接入设备的主要供应商,如软件狗,几乎所有的服务提供者,包括通信和塔塔电信业务的依赖。华为智能手机制造业在印度2016年开始,其范围的移动设备,如荣誉8 x和荣誉10,在印度市场尤为成功。
结束
虽然中国供应商的二十年的旅程已经结束突然在印度,它不折扣的关键贡献他们印度电信行业。低价中国齿轮和容易的付款方式使印度电信公司提供服务以最低利率,进而使社会的服务负担得起的一个更大的部分。
<\/span><\/figcaption><\/figure><\/strong>Exclusion from the 5G trials and 5G market, followed by their inability to acquire the trusted source certificate from the Indian Government, marks the end of the road for the Chinese vendors Huawei<\/a> and ZTE<\/a> in the country. While they were present in India, the two Chinese vendors had not only carved a niche for themselves in the Indian market but also played a transformative role.
Since the time Huawei and ZTE started operations in India in 2000, their Indian sojourn has been marred with controversies and security issues. In 2000, Huawei invested over $150 million to set up a research and development facility on 20 acres of land on the outskirts of Bengaluru. ZTE followed closely and set up its Indian business in 2003.
Possibly the biggest contribution is that the entry of the Chinese vendors brought competition in the telecom vendor space in India. It emerged as a vendor of choice for government-owned Bharat Sanchar Nigam Limited<\/a> (BSNL<\/a>) and Mahanagar Telephone Nigam Limited (MTNL). As per Minister of State for Communications Sanjay Dhotre's response in Parliament in 2020, more than 50% of mobile network equipment used by BSNL is from Chinese vendors: 44% from Huawei and 9% from ZTE.
The private telcos were not far behind. Bharti Airtel<\/a>, Vodafone and Idea were extensively using Chinese equipment. By some estimates, 25-30% of Airtel's 4G network is from Huawei and ZTE and the same is true for Vodafone Idea<\/a>'s network. Reliance Jio<\/a>, which launched operations much later in 2016, is the only Indian telco which strategically decided to stay away from Chinese equipment. Clearly, Chinese gear makers were giving tough competition to the European vendors during their hay days in India.
A key reason for the growth of Chinese vendors in India is not just the low prices of their equipment but also exceptionally easy payment terms. It was very easy for the Indian telcos to get financing from Chinese financial institutions to procure equipment from Huawei or ZTE. Typically the rate of interest would be as low as 0% with a payment plan spread over several years. All this made working with Chinese vendors very appealing to the Indian telcos.
\"Before the entry of the Chinese vendors, this space was dominated by the European vendors, Nokia and Ericsson. Over the years, Huawei and ZTE created a niche by not just presenting a viable option to the Indian telcos but also offering long-term low interest rates, which made it easier for the Indian telcos to expand and it also brought down the tariffs for the Indian consumers,\" says Ashwinder Sethi, Principal at Analysys Mason.
\"Chinese vendors have provided telecom gear at much cheaper rates compared to their global peers, which has helped Indian telecom service providers upgrade their networking equipment at affordable rates,\" says Nishant Bansal, Senior Research Manager at IDC's Asia Pacific Telecom Research.
Huawei and ZTE were not only able to make a place for themselves in the gear space, but they also managed to sign several managed services deals with Vodafone, Airtel, Idea, Reliance Communications and BSNL. Typically, managed services contracts are difficult to procure for any new player because they are not just about cost-cutting but demand a deep understanding and expertise.
Over the two decades, security concerns about the Chinese gear were raised at several points but even so the two companies managed to grow their market share. However, the Galwan Valley skirmishes between the Chinese and the Indian Army in 2020 was the tipping point. It pushed the Indian Government to ban several Chinese applications, making it difficult for Chinese companies to do business in India.
While the Indian Government has abstained from banning Huawei and ZTE from the Indian telecom market, they have also refrained from giving them trusted source certificates since they didn’t complete the paperwork, making it difficult for them to do any business in India. In addition, in recent times, there have been several tax-related raids at Huawei and ZTE offices.
Considering the lack of business in India, it is not surprising that the workforce of both Huawei and ZTE in India is significantly reduced. The workforce at Huawei’s R&D operations which at one time employed around 4,000 employees, was now down to 1,000 to 1,500 in 2020 as per media reports. Further, Huawei has refrained from forming a joint venture with a local player for telecom gear manufacturing, spelling the end of the era for the Indian telecom industry.
Read also<\/h4><\/a><\/figure>Huawei puts India telecom JV plans on hold amid uncertain future<\/a><\/h5><\/div><\/a><\/figure>5G: End of the road for Huawei and ZTE in India?<\/a><\/h5><\/div><\/a><\/figure>Chinese resistance globally to encourage India’s homegrown 5G gear development: Paulraj<\/a><\/h5><\/div><\/a><\/figure>Huawei, ZTE fail to keep flock together as business takes a plunge<\/a><\/h5><\/div><\/div><\/div>
The Impact<\/strong>
Considering the impact Huawei and ZTE have had on the Indian telecom industry, the effects of their departure will be felt for a long time. The most significant impact is on BSNL, which now continues to struggle to launch 4G services. One can argue that the delay in BSNL’s 4G launch is because of Huawei and ZTE’s absence.
\"It will be expensive for telecom players to upgrade their mobile network to 4G (in case of BSNL) and 5G (In case of all telecom players) with Chinese vendors out of the fray as they provide cheaper and better financing options. With fewer players in the market now, it could possibly be one of the reasons behind the delay in launching 4G services,\" says Bansal of IDC.
There is also a thought in the industry that the Average Revenue Per User (ARPU) is now on an upswing because the Chinese vendors are no longer present in India, which has led to an increase in the cost of setting up network infrastructure in the country.
\"India has one of the lowest ARPUs in the world and all the telcos have repeatedly mentioned the need to take it to a healthy level (possibly around INR 250-300 at a minimum) to justify the investments they have made in procuring spectrum and setting up infrastructure for 5G services. So, irrespective of whether Chinese vendors or not, we will likely see ARPU growth in India,\" says Bansal.
On the positive side, the exit of the Chinese players may have opened the doors for the Indian and other new vendors. It remains to be seen whether they would be able to grab this opportunity to grow their market share.
The Chinese gear makers also made a mark for themselves in the devices industry. Huawei and ZTE were the prime suppliers of access devices, like dongles, to almost all service providers, including Reliance Communications and Tata Teleservices. Huawei started smartphone manufacturing in India in 2016 and its range of mobile devices, such as the Honor 8X and Honor 10, have been particularly successful in the Indian market.
Wrapping Up<\/strong>
While the Chinese vendors' two-decade journey has ended abruptly in India, it does not discount the crucial contribution they have made to the Indian telecom industry. Low-priced Chinese gear and easy payment terms made it possible for the Indian telcos to provide services at rock-bottom rates, which in turn made the services affordable for a greater section of society.
<\/body>","next_sibling":[{"msid":97898770,"title":"Online channels overtake offline retailers in smartphone shipment in 2022","entity_type":"ARTICLE","link":"\/news\/online-channels-overtake-offline-retailers-in-smartphone-shipment-in-2022\/97898770","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":97898815,"entity_type":"ARTICLE","title":"In-depth: Understanding the impact of Chinese vendors' unofficial exit from India","synopsis":"Over the two decades, security concerns about the Chinese gear were raised at several points but even so the two companies managed to grow their market share. However, the Galwan Valley skirmishes between the Chinese and the Indian Army in 2020 was the tipping point. It pushed the Indian Government to ban several Chinese applications, making it difficult for Chinese companies to do business in India.","titleseo":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india","status":"ACTIVE","authors":[{"author_name":"Gagandeep Kaur","author_link":"\/author\/479260223\/gagandeep-kaur","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479260223.cms?width=100&height=100","author_additional":false}],"analytics":{"comments":0,"views":5956,"shares":0,"engagementtimems":14904000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2023-02-14 08:04:23","lastupd":"2023-03-15 13:10:25","breadcrumbTags":["Huawei","reliance jio","ETTspecial","Telecom equipment","ZTE","Chinese telecom equipment vendors","Vodafone Idea","Bharti Airtel","bharat sanchar nigam limited","BSNL"],"secinfo":{"seolocation":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india"}}" data-news_link="//www.iser-br.com/news/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india/97898815">
<\/a><\/figure>5G: End of the road for Huawei and ZTE in India?<\/a><\/h5><\/div><\/a><\/figure>Chinese resistance globally to encourage India’s homegrown 5G gear development: Paulraj<\/a><\/h5><\/div><\/a><\/figure>Huawei, ZTE fail to keep flock together as business takes a plunge<\/a><\/h5><\/div><\/div><\/div>
The Impact<\/strong>
Considering the impact Huawei and ZTE have had on the Indian telecom industry, the effects of their departure will be felt for a long time. The most significant impact is on BSNL, which now continues to struggle to launch 4G services. One can argue that the delay in BSNL’s 4G launch is because of Huawei and ZTE’s absence.
\"It will be expensive for telecom players to upgrade their mobile network to 4G (in case of BSNL) and 5G (In case of all telecom players) with Chinese vendors out of the fray as they provide cheaper and better financing options. With fewer players in the market now, it could possibly be one of the reasons behind the delay in launching 4G services,\" says Bansal of IDC.
There is also a thought in the industry that the Average Revenue Per User (ARPU) is now on an upswing because the Chinese vendors are no longer present in India, which has led to an increase in the cost of setting up network infrastructure in the country.
\"India has one of the lowest ARPUs in the world and all the telcos have repeatedly mentioned the need to take it to a healthy level (possibly around INR 250-300 at a minimum) to justify the investments they have made in procuring spectrum and setting up infrastructure for 5G services. So, irrespective of whether Chinese vendors or not, we will likely see ARPU growth in India,\" says Bansal.
On the positive side, the exit of the Chinese players may have opened the doors for the Indian and other new vendors. It remains to be seen whether they would be able to grab this opportunity to grow their market share.
The Chinese gear makers also made a mark for themselves in the devices industry. Huawei and ZTE were the prime suppliers of access devices, like dongles, to almost all service providers, including Reliance Communications and Tata Teleservices. Huawei started smartphone manufacturing in India in 2016 and its range of mobile devices, such as the Honor 8X and Honor 10, have been particularly successful in the Indian market.
Wrapping Up<\/strong>
While the Chinese vendors' two-decade journey has ended abruptly in India, it does not discount the crucial contribution they have made to the Indian telecom industry. Low-priced Chinese gear and easy payment terms made it possible for the Indian telcos to provide services at rock-bottom rates, which in turn made the services affordable for a greater section of society.
<\/body>","next_sibling":[{"msid":97898770,"title":"Online channels overtake offline retailers in smartphone shipment in 2022","entity_type":"ARTICLE","link":"\/news\/online-channels-overtake-offline-retailers-in-smartphone-shipment-in-2022\/97898770","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":97898815,"entity_type":"ARTICLE","title":"In-depth: Understanding the impact of Chinese vendors' unofficial exit from India","synopsis":"Over the two decades, security concerns about the Chinese gear were raised at several points but even so the two companies managed to grow their market share. However, the Galwan Valley skirmishes between the Chinese and the Indian Army in 2020 was the tipping point. It pushed the Indian Government to ban several Chinese applications, making it difficult for Chinese companies to do business in India.","titleseo":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india","status":"ACTIVE","authors":[{"author_name":"Gagandeep Kaur","author_link":"\/author\/479260223\/gagandeep-kaur","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479260223.cms?width=100&height=100","author_additional":false}],"analytics":{"comments":0,"views":5956,"shares":0,"engagementtimems":14904000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2023-02-14 08:04:23","lastupd":"2023-03-15 13:10:25","breadcrumbTags":["Huawei","reliance jio","ETTspecial","Telecom equipment","ZTE","Chinese telecom equipment vendors","Vodafone Idea","Bharti Airtel","bharat sanchar nigam limited","BSNL"],"secinfo":{"seolocation":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india"}}" data-authors="[" gagandeep kaur"]" data-category-name="" data-category_id="" data-date="2023-02-14" data-index="article_1">
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深入:了解中国供应商的非官方退出印度的影响
二十年,安全担忧中国装备提出了几点但即便如此这两家公司成功地增加他们的市场份额。然而,Galwan谷2020年中国和印度军队之间的冲突是临界点。它敦促印度政府禁止中国几个应用程序,使中国企业很难在印度做生意。
排除在5 g试验和5 g市场,紧随其后的是他们无法获得印度政府的信任的源证书,标志着中国供应商的路的尽头华为和中兴通讯在乡下。当他们出现在印度,这两家中国供应商不仅为自己雕刻一个利基在印度市场也起到了革命性的作用。
自从华为和中兴在印度2000年开始运营,其印度逗留一直受到争议及安全问题。2000年,华为投资超过1.5亿美元建立一个研发设施占地20英亩的土地在班加罗尔的郊区。中兴通讯密切关注,并于2003年建立了印度商业。
可能最大的贡献是中国厂商的进入带来的竞争在印度电信供应商空间。它成为一个国有的首选供应商Bharat Sanchar Nigam说有限(BSNL)和Mahanagar电话尼噶有限(MTNL)。按通信部长桑杰Dhotre在议会的反应早在2020年,超过50%的移动网络设备使用BSNL来自中国供应商:44%来自华为和9%来自中兴。
私营电信公司紧随其后。Bharti Airtel,沃达丰(Vodafone)和中国设备被广泛使用。据估计,25 - 30%的旅馆的4 g网络来自华为和中兴,也是同样的道理沃达丰的想法的网络。依赖Jio在2016年晚些时候启动操作多,唯一的印度电信战略决定远离中国设备。显然,中国电信设备制造商给欧洲厂商的激烈竞争在干草天在印度。
一个关键原因中国供应商在印度的增长不仅仅是设备的低价格,但也非常容易的付款方式。印度电信公司很容易从中国金融机构获得融资从华为或中兴通讯采购设备。一般情况下,利率将会低至0%,付款计划在几年内。这一切使与中国供应商合作非常吸引印度电信公司。
“入口前的中国供应商,这个空间是由欧洲主导供应商,诺基亚和爱立信。多年来,华为和中兴创建了一个利基市场,不仅提供一个可行的选择,印度电信公司还提供长期低利率,这使得印度电信公司更容易扩展,也降低了关税的印度消费者,“Ashwinder Sethi Analysys Mason负责人说。
“中国供应商提供电信设备更便宜的利率与国际同行相比,帮助印度电信服务提供商升级他们的网络设备以可承受的利率,”作者Nishant邦萨尔说,高级研究经理IDC亚太区电信研究。
华为和中兴不仅能使一个地方为自己的设备空间,但他们也设法与沃达丰(Vodafone)签订多个管理服务协议,Airtel想法,信实电信和BSNL。通常,管理服务合同很难获得任何新球员,因为他们不仅仅是削减成本,但需求的深刻理解和专业知识。
二十年,安全担忧中国装备提出了几点但即便如此这两家公司成功地增加他们的市场份额。然而,Galwan谷2020年中国和印度军队之间的冲突是临界点。它敦促印度政府禁止中国几个应用程序,使中国企业很难在印度做生意。
虽然印度政府已弃权与禁止华为和中兴通讯印度电信市场,他们也没有给他们信任源证书,因为他们没有完成文书工作,使得他们很难在印度做什么生意。此外,近年来,已经有几个在华为和中兴办事处与税收相关的袭击。
考虑到缺乏业务在印度,也就不足为奇了华为和中兴在印度的劳动力是显著降低。劳动力在华为的研发操作一次雇佣大约4000名员工,现在已经下降到1000到1500年的2020人根据媒体报道。此外,华为没有与当地球员组建一家合资公司,电信设备制造业、拼写的印度电信行业的时代。
的影响
考虑到影响华为和中兴在印度电信行业,他们离开的影响将会觉得很长一段时间。BSNL最重要的影响是,现在继续努力推出4 g服务。可以认为,延迟BSNL 4 g发射是因为华为和中兴的缺席。
“这将是昂贵的电信玩家移动网络升级到4 g (BSNL)和5克(在所有电信玩家)与中国厂商的竞争,因为他们提供更便宜、更好的融资选择。用更少的球员现在在市场上,它可能会推迟推出4 g服务背后的原因,”IDC的邦萨尔说。
业内也有一个想法,每用户平均收入(ARPU)现在在上升,因为中国供应商不再出现在印度,导致增加的成本建立网络基础设施。
“印度拥有世界上arpu最低的国家之一,所有的电信公司已多次提到需要一个健康的水平(可能在印度卢比至少250 - 300年)来证明他们在采购领域的投资和建立基础设施5 g服务。所以,无论是否中国供应商,我们可能会看到ARPU增长在印度,”邦萨尔说。
从积极的一面来看,中国球员的退出可能敞开大门为印度和其他新的供应商。还有待观察是否能够抓住这个机会,增加他们的市场份额。
中国电信设备制造商也做了一个标记为自己的设备行业。华为和中兴被接入设备的主要供应商,如软件狗,几乎所有的服务提供者,包括通信和塔塔电信业务的依赖。华为智能手机制造业在印度2016年开始,其范围的移动设备,如荣誉8 x和荣誉10,在印度市场尤为成功。
结束
虽然中国供应商的二十年的旅程已经结束突然在印度,它不折扣的关键贡献他们印度电信行业。低价中国齿轮和容易的付款方式使印度电信公司提供服务以最低利率,进而使社会的服务负担得起的一个更大的部分。
<\/span><\/figcaption><\/figure><\/strong>Exclusion from the 5G trials and 5G market, followed by their inability to acquire the trusted source certificate from the Indian Government, marks the end of the road for the Chinese vendors Huawei<\/a> and ZTE<\/a> in the country. While they were present in India, the two Chinese vendors had not only carved a niche for themselves in the Indian market but also played a transformative role.
Since the time Huawei and ZTE started operations in India in 2000, their Indian sojourn has been marred with controversies and security issues. In 2000, Huawei invested over $150 million to set up a research and development facility on 20 acres of land on the outskirts of Bengaluru. ZTE followed closely and set up its Indian business in 2003.
Possibly the biggest contribution is that the entry of the Chinese vendors brought competition in the telecom vendor space in India. It emerged as a vendor of choice for government-owned Bharat Sanchar Nigam Limited<\/a> (BSNL<\/a>) and Mahanagar Telephone Nigam Limited (MTNL). As per Minister of State for Communications Sanjay Dhotre's response in Parliament in 2020, more than 50% of mobile network equipment used by BSNL is from Chinese vendors: 44% from Huawei and 9% from ZTE.
The private telcos were not far behind. Bharti Airtel<\/a>, Vodafone and Idea were extensively using Chinese equipment. By some estimates, 25-30% of Airtel's 4G network is from Huawei and ZTE and the same is true for Vodafone Idea<\/a>'s network. Reliance Jio<\/a>, which launched operations much later in 2016, is the only Indian telco which strategically decided to stay away from Chinese equipment. Clearly, Chinese gear makers were giving tough competition to the European vendors during their hay days in India.
A key reason for the growth of Chinese vendors in India is not just the low prices of their equipment but also exceptionally easy payment terms. It was very easy for the Indian telcos to get financing from Chinese financial institutions to procure equipment from Huawei or ZTE. Typically the rate of interest would be as low as 0% with a payment plan spread over several years. All this made working with Chinese vendors very appealing to the Indian telcos.
\"Before the entry of the Chinese vendors, this space was dominated by the European vendors, Nokia and Ericsson. Over the years, Huawei and ZTE created a niche by not just presenting a viable option to the Indian telcos but also offering long-term low interest rates, which made it easier for the Indian telcos to expand and it also brought down the tariffs for the Indian consumers,\" says Ashwinder Sethi, Principal at Analysys Mason.
\"Chinese vendors have provided telecom gear at much cheaper rates compared to their global peers, which has helped Indian telecom service providers upgrade their networking equipment at affordable rates,\" says Nishant Bansal, Senior Research Manager at IDC's Asia Pacific Telecom Research.
Huawei and ZTE were not only able to make a place for themselves in the gear space, but they also managed to sign several managed services deals with Vodafone, Airtel, Idea, Reliance Communications and BSNL. Typically, managed services contracts are difficult to procure for any new player because they are not just about cost-cutting but demand a deep understanding and expertise.
Over the two decades, security concerns about the Chinese gear were raised at several points but even so the two companies managed to grow their market share. However, the Galwan Valley skirmishes between the Chinese and the Indian Army in 2020 was the tipping point. It pushed the Indian Government to ban several Chinese applications, making it difficult for Chinese companies to do business in India.
While the Indian Government has abstained from banning Huawei and ZTE from the Indian telecom market, they have also refrained from giving them trusted source certificates since they didn’t complete the paperwork, making it difficult for them to do any business in India. In addition, in recent times, there have been several tax-related raids at Huawei and ZTE offices.
Considering the lack of business in India, it is not surprising that the workforce of both Huawei and ZTE in India is significantly reduced. The workforce at Huawei’s R&D operations which at one time employed around 4,000 employees, was now down to 1,000 to 1,500 in 2020 as per media reports. Further, Huawei has refrained from forming a joint venture with a local player for telecom gear manufacturing, spelling the end of the era for the Indian telecom industry.
Read also<\/h4><\/a><\/figure>Huawei puts India telecom JV plans on hold amid uncertain future<\/a><\/h5><\/div><\/a><\/figure>5G: End of the road for Huawei and ZTE in India?<\/a><\/h5><\/div><\/a><\/figure>Chinese resistance globally to encourage India’s homegrown 5G gear development: Paulraj<\/a><\/h5><\/div><\/a><\/figure>Huawei, ZTE fail to keep flock together as business takes a plunge<\/a><\/h5><\/div><\/div><\/div>
The Impact<\/strong>
Considering the impact Huawei and ZTE have had on the Indian telecom industry, the effects of their departure will be felt for a long time. The most significant impact is on BSNL, which now continues to struggle to launch 4G services. One can argue that the delay in BSNL’s 4G launch is because of Huawei and ZTE’s absence.
\"It will be expensive for telecom players to upgrade their mobile network to 4G (in case of BSNL) and 5G (In case of all telecom players) with Chinese vendors out of the fray as they provide cheaper and better financing options. With fewer players in the market now, it could possibly be one of the reasons behind the delay in launching 4G services,\" says Bansal of IDC.
There is also a thought in the industry that the Average Revenue Per User (ARPU) is now on an upswing because the Chinese vendors are no longer present in India, which has led to an increase in the cost of setting up network infrastructure in the country.
\"India has one of the lowest ARPUs in the world and all the telcos have repeatedly mentioned the need to take it to a healthy level (possibly around INR 250-300 at a minimum) to justify the investments they have made in procuring spectrum and setting up infrastructure for 5G services. So, irrespective of whether Chinese vendors or not, we will likely see ARPU growth in India,\" says Bansal.
On the positive side, the exit of the Chinese players may have opened the doors for the Indian and other new vendors. It remains to be seen whether they would be able to grab this opportunity to grow their market share.
The Chinese gear makers also made a mark for themselves in the devices industry. Huawei and ZTE were the prime suppliers of access devices, like dongles, to almost all service providers, including Reliance Communications and Tata Teleservices. Huawei started smartphone manufacturing in India in 2016 and its range of mobile devices, such as the Honor 8X and Honor 10, have been particularly successful in the Indian market.
Wrapping Up<\/strong>
While the Chinese vendors' two-decade journey has ended abruptly in India, it does not discount the crucial contribution they have made to the Indian telecom industry. Low-priced Chinese gear and easy payment terms made it possible for the Indian telcos to provide services at rock-bottom rates, which in turn made the services affordable for a greater section of society.
<\/body>","next_sibling":[{"msid":97898770,"title":"Online channels overtake offline retailers in smartphone shipment in 2022","entity_type":"ARTICLE","link":"\/news\/online-channels-overtake-offline-retailers-in-smartphone-shipment-in-2022\/97898770","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":97898815,"entity_type":"ARTICLE","title":"In-depth: Understanding the impact of Chinese vendors' unofficial exit from India","synopsis":"Over the two decades, security concerns about the Chinese gear were raised at several points but even so the two companies managed to grow their market share. However, the Galwan Valley skirmishes between the Chinese and the Indian Army in 2020 was the tipping point. It pushed the Indian Government to ban several Chinese applications, making it difficult for Chinese companies to do business in India.","titleseo":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india","status":"ACTIVE","authors":[{"author_name":"Gagandeep Kaur","author_link":"\/author\/479260223\/gagandeep-kaur","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479260223.cms?width=100&height=100","author_additional":false}],"analytics":{"comments":0,"views":5956,"shares":0,"engagementtimems":14904000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2023-02-14 08:04:23","lastupd":"2023-03-15 13:10:25","breadcrumbTags":["Huawei","reliance jio","ETTspecial","Telecom equipment","ZTE","Chinese telecom equipment vendors","Vodafone Idea","Bharti Airtel","bharat sanchar nigam limited","BSNL"],"secinfo":{"seolocation":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india"}}" data-news_link="//www.iser-br.com/news/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india/97898815">
<\/a><\/figure>Chinese resistance globally to encourage India’s homegrown 5G gear development: Paulraj<\/a><\/h5><\/div><\/a><\/figure>Huawei, ZTE fail to keep flock together as business takes a plunge<\/a><\/h5><\/div><\/div><\/div>
The Impact<\/strong>
Considering the impact Huawei and ZTE have had on the Indian telecom industry, the effects of their departure will be felt for a long time. The most significant impact is on BSNL, which now continues to struggle to launch 4G services. One can argue that the delay in BSNL’s 4G launch is because of Huawei and ZTE’s absence.
\"It will be expensive for telecom players to upgrade their mobile network to 4G (in case of BSNL) and 5G (In case of all telecom players) with Chinese vendors out of the fray as they provide cheaper and better financing options. With fewer players in the market now, it could possibly be one of the reasons behind the delay in launching 4G services,\" says Bansal of IDC.
There is also a thought in the industry that the Average Revenue Per User (ARPU) is now on an upswing because the Chinese vendors are no longer present in India, which has led to an increase in the cost of setting up network infrastructure in the country.
\"India has one of the lowest ARPUs in the world and all the telcos have repeatedly mentioned the need to take it to a healthy level (possibly around INR 250-300 at a minimum) to justify the investments they have made in procuring spectrum and setting up infrastructure for 5G services. So, irrespective of whether Chinese vendors or not, we will likely see ARPU growth in India,\" says Bansal.
On the positive side, the exit of the Chinese players may have opened the doors for the Indian and other new vendors. It remains to be seen whether they would be able to grab this opportunity to grow their market share.
The Chinese gear makers also made a mark for themselves in the devices industry. Huawei and ZTE were the prime suppliers of access devices, like dongles, to almost all service providers, including Reliance Communications and Tata Teleservices. Huawei started smartphone manufacturing in India in 2016 and its range of mobile devices, such as the Honor 8X and Honor 10, have been particularly successful in the Indian market.
Wrapping Up<\/strong>
While the Chinese vendors' two-decade journey has ended abruptly in India, it does not discount the crucial contribution they have made to the Indian telecom industry. Low-priced Chinese gear and easy payment terms made it possible for the Indian telcos to provide services at rock-bottom rates, which in turn made the services affordable for a greater section of society.
<\/body>","next_sibling":[{"msid":97898770,"title":"Online channels overtake offline retailers in smartphone shipment in 2022","entity_type":"ARTICLE","link":"\/news\/online-channels-overtake-offline-retailers-in-smartphone-shipment-in-2022\/97898770","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":97898815,"entity_type":"ARTICLE","title":"In-depth: Understanding the impact of Chinese vendors' unofficial exit from India","synopsis":"Over the two decades, security concerns about the Chinese gear were raised at several points but even so the two companies managed to grow their market share. However, the Galwan Valley skirmishes between the Chinese and the Indian Army in 2020 was the tipping point. It pushed the Indian Government to ban several Chinese applications, making it difficult for Chinese companies to do business in India.","titleseo":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india","status":"ACTIVE","authors":[{"author_name":"Gagandeep Kaur","author_link":"\/author\/479260223\/gagandeep-kaur","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479260223.cms?width=100&height=100","author_additional":false}],"analytics":{"comments":0,"views":5956,"shares":0,"engagementtimems":14904000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2023-02-14 08:04:23","lastupd":"2023-03-15 13:10:25","breadcrumbTags":["Huawei","reliance jio","ETTspecial","Telecom equipment","ZTE","Chinese telecom equipment vendors","Vodafone Idea","Bharti Airtel","bharat sanchar nigam limited","BSNL"],"secinfo":{"seolocation":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india"}}" data-authors="[" gagandeep kaur"]" data-category-name="" data-category_id="" data-date="2023-02-14" data-index="article_1">
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深入:了解中国供应商的非官方退出印度的影响
二十年,安全担忧中国装备提出了几点但即便如此这两家公司成功地增加他们的市场份额。然而,Galwan谷2020年中国和印度军队之间的冲突是临界点。它敦促印度政府禁止中国几个应用程序,使中国企业很难在印度做生意。
排除在5 g试验和5 g市场,紧随其后的是他们无法获得印度政府的信任的源证书,标志着中国供应商的路的尽头华为和中兴通讯在乡下。当他们出现在印度,这两家中国供应商不仅为自己雕刻一个利基在印度市场也起到了革命性的作用。
自从华为和中兴在印度2000年开始运营,其印度逗留一直受到争议及安全问题。2000年,华为投资超过1.5亿美元建立一个研发设施占地20英亩的土地在班加罗尔的郊区。中兴通讯密切关注,并于2003年建立了印度商业。
可能最大的贡献是中国厂商的进入带来的竞争在印度电信供应商空间。它成为一个国有的首选供应商Bharat Sanchar Nigam说有限(BSNL)和Mahanagar电话尼噶有限(MTNL)。按通信部长桑杰Dhotre在议会的反应早在2020年,超过50%的移动网络设备使用BSNL来自中国供应商:44%来自华为和9%来自中兴。
私营电信公司紧随其后。Bharti Airtel,沃达丰(Vodafone)和中国设备被广泛使用。据估计,25 - 30%的旅馆的4 g网络来自华为和中兴,也是同样的道理沃达丰的想法的网络。依赖Jio在2016年晚些时候启动操作多,唯一的印度电信战略决定远离中国设备。显然,中国电信设备制造商给欧洲厂商的激烈竞争在干草天在印度。
一个关键原因中国供应商在印度的增长不仅仅是设备的低价格,但也非常容易的付款方式。印度电信公司很容易从中国金融机构获得融资从华为或中兴通讯采购设备。一般情况下,利率将会低至0%,付款计划在几年内。这一切使与中国供应商合作非常吸引印度电信公司。
“入口前的中国供应商,这个空间是由欧洲主导供应商,诺基亚和爱立信。多年来,华为和中兴创建了一个利基市场,不仅提供一个可行的选择,印度电信公司还提供长期低利率,这使得印度电信公司更容易扩展,也降低了关税的印度消费者,“Ashwinder Sethi Analysys Mason负责人说。
“中国供应商提供电信设备更便宜的利率与国际同行相比,帮助印度电信服务提供商升级他们的网络设备以可承受的利率,”作者Nishant邦萨尔说,高级研究经理IDC亚太区电信研究。
华为和中兴不仅能使一个地方为自己的设备空间,但他们也设法与沃达丰(Vodafone)签订多个管理服务协议,Airtel想法,信实电信和BSNL。通常,管理服务合同很难获得任何新球员,因为他们不仅仅是削减成本,但需求的深刻理解和专业知识。
二十年,安全担忧中国装备提出了几点但即便如此这两家公司成功地增加他们的市场份额。然而,Galwan谷2020年中国和印度军队之间的冲突是临界点。它敦促印度政府禁止中国几个应用程序,使中国企业很难在印度做生意。
虽然印度政府已弃权与禁止华为和中兴通讯印度电信市场,他们也没有给他们信任源证书,因为他们没有完成文书工作,使得他们很难在印度做什么生意。此外,近年来,已经有几个在华为和中兴办事处与税收相关的袭击。
考虑到缺乏业务在印度,也就不足为奇了华为和中兴在印度的劳动力是显著降低。劳动力在华为的研发操作一次雇佣大约4000名员工,现在已经下降到1000到1500年的2020人根据媒体报道。此外,华为没有与当地球员组建一家合资公司,电信设备制造业、拼写的印度电信行业的时代。
的影响
考虑到影响华为和中兴在印度电信行业,他们离开的影响将会觉得很长一段时间。BSNL最重要的影响是,现在继续努力推出4 g服务。可以认为,延迟BSNL 4 g发射是因为华为和中兴的缺席。
“这将是昂贵的电信玩家移动网络升级到4 g (BSNL)和5克(在所有电信玩家)与中国厂商的竞争,因为他们提供更便宜、更好的融资选择。用更少的球员现在在市场上,它可能会推迟推出4 g服务背后的原因,”IDC的邦萨尔说。
业内也有一个想法,每用户平均收入(ARPU)现在在上升,因为中国供应商不再出现在印度,导致增加的成本建立网络基础设施。
“印度拥有世界上arpu最低的国家之一,所有的电信公司已多次提到需要一个健康的水平(可能在印度卢比至少250 - 300年)来证明他们在采购领域的投资和建立基础设施5 g服务。所以,无论是否中国供应商,我们可能会看到ARPU增长在印度,”邦萨尔说。
从积极的一面来看,中国球员的退出可能敞开大门为印度和其他新的供应商。还有待观察是否能够抓住这个机会,增加他们的市场份额。
中国电信设备制造商也做了一个标记为自己的设备行业。华为和中兴被接入设备的主要供应商,如软件狗,几乎所有的服务提供者,包括通信和塔塔电信业务的依赖。华为智能手机制造业在印度2016年开始,其范围的移动设备,如荣誉8 x和荣誉10,在印度市场尤为成功。
结束
虽然中国供应商的二十年的旅程已经结束突然在印度,它不折扣的关键贡献他们印度电信行业。低价中国齿轮和容易的付款方式使印度电信公司提供服务以最低利率,进而使社会的服务负担得起的一个更大的部分。
<\/span><\/figcaption><\/figure><\/strong>Exclusion from the 5G trials and 5G market, followed by their inability to acquire the trusted source certificate from the Indian Government, marks the end of the road for the Chinese vendors Huawei<\/a> and ZTE<\/a> in the country. While they were present in India, the two Chinese vendors had not only carved a niche for themselves in the Indian market but also played a transformative role.
Since the time Huawei and ZTE started operations in India in 2000, their Indian sojourn has been marred with controversies and security issues. In 2000, Huawei invested over $150 million to set up a research and development facility on 20 acres of land on the outskirts of Bengaluru. ZTE followed closely and set up its Indian business in 2003.
Possibly the biggest contribution is that the entry of the Chinese vendors brought competition in the telecom vendor space in India. It emerged as a vendor of choice for government-owned Bharat Sanchar Nigam Limited<\/a> (BSNL<\/a>) and Mahanagar Telephone Nigam Limited (MTNL). As per Minister of State for Communications Sanjay Dhotre's response in Parliament in 2020, more than 50% of mobile network equipment used by BSNL is from Chinese vendors: 44% from Huawei and 9% from ZTE.
The private telcos were not far behind. Bharti Airtel<\/a>, Vodafone and Idea were extensively using Chinese equipment. By some estimates, 25-30% of Airtel's 4G network is from Huawei and ZTE and the same is true for Vodafone Idea<\/a>'s network. Reliance Jio<\/a>, which launched operations much later in 2016, is the only Indian telco which strategically decided to stay away from Chinese equipment. Clearly, Chinese gear makers were giving tough competition to the European vendors during their hay days in India.
A key reason for the growth of Chinese vendors in India is not just the low prices of their equipment but also exceptionally easy payment terms. It was very easy for the Indian telcos to get financing from Chinese financial institutions to procure equipment from Huawei or ZTE. Typically the rate of interest would be as low as 0% with a payment plan spread over several years. All this made working with Chinese vendors very appealing to the Indian telcos.
\"Before the entry of the Chinese vendors, this space was dominated by the European vendors, Nokia and Ericsson. Over the years, Huawei and ZTE created a niche by not just presenting a viable option to the Indian telcos but also offering long-term low interest rates, which made it easier for the Indian telcos to expand and it also brought down the tariffs for the Indian consumers,\" says Ashwinder Sethi, Principal at Analysys Mason.
\"Chinese vendors have provided telecom gear at much cheaper rates compared to their global peers, which has helped Indian telecom service providers upgrade their networking equipment at affordable rates,\" says Nishant Bansal, Senior Research Manager at IDC's Asia Pacific Telecom Research.
Huawei and ZTE were not only able to make a place for themselves in the gear space, but they also managed to sign several managed services deals with Vodafone, Airtel, Idea, Reliance Communications and BSNL. Typically, managed services contracts are difficult to procure for any new player because they are not just about cost-cutting but demand a deep understanding and expertise.
Over the two decades, security concerns about the Chinese gear were raised at several points but even so the two companies managed to grow their market share. However, the Galwan Valley skirmishes between the Chinese and the Indian Army in 2020 was the tipping point. It pushed the Indian Government to ban several Chinese applications, making it difficult for Chinese companies to do business in India.
While the Indian Government has abstained from banning Huawei and ZTE from the Indian telecom market, they have also refrained from giving them trusted source certificates since they didn’t complete the paperwork, making it difficult for them to do any business in India. In addition, in recent times, there have been several tax-related raids at Huawei and ZTE offices.
Considering the lack of business in India, it is not surprising that the workforce of both Huawei and ZTE in India is significantly reduced. The workforce at Huawei’s R&D operations which at one time employed around 4,000 employees, was now down to 1,000 to 1,500 in 2020 as per media reports. Further, Huawei has refrained from forming a joint venture with a local player for telecom gear manufacturing, spelling the end of the era for the Indian telecom industry.
Read also<\/h4><\/a><\/figure>Huawei puts India telecom JV plans on hold amid uncertain future<\/a><\/h5><\/div><\/a><\/figure>5G: End of the road for Huawei and ZTE in India?<\/a><\/h5><\/div><\/a><\/figure>Chinese resistance globally to encourage India’s homegrown 5G gear development: Paulraj<\/a><\/h5><\/div><\/a><\/figure>Huawei, ZTE fail to keep flock together as business takes a plunge<\/a><\/h5><\/div><\/div><\/div>
The Impact<\/strong>
Considering the impact Huawei and ZTE have had on the Indian telecom industry, the effects of their departure will be felt for a long time. The most significant impact is on BSNL, which now continues to struggle to launch 4G services. One can argue that the delay in BSNL’s 4G launch is because of Huawei and ZTE’s absence.
\"It will be expensive for telecom players to upgrade their mobile network to 4G (in case of BSNL) and 5G (In case of all telecom players) with Chinese vendors out of the fray as they provide cheaper and better financing options. With fewer players in the market now, it could possibly be one of the reasons behind the delay in launching 4G services,\" says Bansal of IDC.
There is also a thought in the industry that the Average Revenue Per User (ARPU) is now on an upswing because the Chinese vendors are no longer present in India, which has led to an increase in the cost of setting up network infrastructure in the country.
\"India has one of the lowest ARPUs in the world and all the telcos have repeatedly mentioned the need to take it to a healthy level (possibly around INR 250-300 at a minimum) to justify the investments they have made in procuring spectrum and setting up infrastructure for 5G services. So, irrespective of whether Chinese vendors or not, we will likely see ARPU growth in India,\" says Bansal.
On the positive side, the exit of the Chinese players may have opened the doors for the Indian and other new vendors. It remains to be seen whether they would be able to grab this opportunity to grow their market share.
The Chinese gear makers also made a mark for themselves in the devices industry. Huawei and ZTE were the prime suppliers of access devices, like dongles, to almost all service providers, including Reliance Communications and Tata Teleservices. Huawei started smartphone manufacturing in India in 2016 and its range of mobile devices, such as the Honor 8X and Honor 10, have been particularly successful in the Indian market.
Wrapping Up<\/strong>
While the Chinese vendors' two-decade journey has ended abruptly in India, it does not discount the crucial contribution they have made to the Indian telecom industry. Low-priced Chinese gear and easy payment terms made it possible for the Indian telcos to provide services at rock-bottom rates, which in turn made the services affordable for a greater section of society.
<\/body>","next_sibling":[{"msid":97898770,"title":"Online channels overtake offline retailers in smartphone shipment in 2022","entity_type":"ARTICLE","link":"\/news\/online-channels-overtake-offline-retailers-in-smartphone-shipment-in-2022\/97898770","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":97898815,"entity_type":"ARTICLE","title":"In-depth: Understanding the impact of Chinese vendors' unofficial exit from India","synopsis":"Over the two decades, security concerns about the Chinese gear were raised at several points but even so the two companies managed to grow their market share. However, the Galwan Valley skirmishes between the Chinese and the Indian Army in 2020 was the tipping point. It pushed the Indian Government to ban several Chinese applications, making it difficult for Chinese companies to do business in India.","titleseo":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india","status":"ACTIVE","authors":[{"author_name":"Gagandeep Kaur","author_link":"\/author\/479260223\/gagandeep-kaur","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479260223.cms?width=100&height=100","author_additional":false}],"analytics":{"comments":0,"views":5956,"shares":0,"engagementtimems":14904000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2023-02-14 08:04:23","lastupd":"2023-03-15 13:10:25","breadcrumbTags":["Huawei","reliance jio","ETTspecial","Telecom equipment","ZTE","Chinese telecom equipment vendors","Vodafone Idea","Bharti Airtel","bharat sanchar nigam limited","BSNL"],"secinfo":{"seolocation":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india"}}" data-news_link="//www.iser-br.com/news/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india/97898815">
<\/a><\/figure>Huawei, ZTE fail to keep flock together as business takes a plunge<\/a><\/h5><\/div><\/div><\/div>
The Impact<\/strong>
Considering the impact Huawei and ZTE have had on the Indian telecom industry, the effects of their departure will be felt for a long time. The most significant impact is on BSNL, which now continues to struggle to launch 4G services. One can argue that the delay in BSNL’s 4G launch is because of Huawei and ZTE’s absence.
\"It will be expensive for telecom players to upgrade their mobile network to 4G (in case of BSNL) and 5G (In case of all telecom players) with Chinese vendors out of the fray as they provide cheaper and better financing options. With fewer players in the market now, it could possibly be one of the reasons behind the delay in launching 4G services,\" says Bansal of IDC.
There is also a thought in the industry that the Average Revenue Per User (ARPU) is now on an upswing because the Chinese vendors are no longer present in India, which has led to an increase in the cost of setting up network infrastructure in the country.
\"India has one of the lowest ARPUs in the world and all the telcos have repeatedly mentioned the need to take it to a healthy level (possibly around INR 250-300 at a minimum) to justify the investments they have made in procuring spectrum and setting up infrastructure for 5G services. So, irrespective of whether Chinese vendors or not, we will likely see ARPU growth in India,\" says Bansal.
On the positive side, the exit of the Chinese players may have opened the doors for the Indian and other new vendors. It remains to be seen whether they would be able to grab this opportunity to grow their market share.
The Chinese gear makers also made a mark for themselves in the devices industry. Huawei and ZTE were the prime suppliers of access devices, like dongles, to almost all service providers, including Reliance Communications and Tata Teleservices. Huawei started smartphone manufacturing in India in 2016 and its range of mobile devices, such as the Honor 8X and Honor 10, have been particularly successful in the Indian market.
Wrapping Up<\/strong>
While the Chinese vendors' two-decade journey has ended abruptly in India, it does not discount the crucial contribution they have made to the Indian telecom industry. Low-priced Chinese gear and easy payment terms made it possible for the Indian telcos to provide services at rock-bottom rates, which in turn made the services affordable for a greater section of society.
<\/body>","next_sibling":[{"msid":97898770,"title":"Online channels overtake offline retailers in smartphone shipment in 2022","entity_type":"ARTICLE","link":"\/news\/online-channels-overtake-offline-retailers-in-smartphone-shipment-in-2022\/97898770","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":97898815,"entity_type":"ARTICLE","title":"In-depth: Understanding the impact of Chinese vendors' unofficial exit from India","synopsis":"Over the two decades, security concerns about the Chinese gear were raised at several points but even so the two companies managed to grow their market share. However, the Galwan Valley skirmishes between the Chinese and the Indian Army in 2020 was the tipping point. It pushed the Indian Government to ban several Chinese applications, making it difficult for Chinese companies to do business in India.","titleseo":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india","status":"ACTIVE","authors":[{"author_name":"Gagandeep Kaur","author_link":"\/author\/479260223\/gagandeep-kaur","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479260223.cms?width=100&height=100","author_additional":false}],"analytics":{"comments":0,"views":5956,"shares":0,"engagementtimems":14904000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2023-02-14 08:04:23","lastupd":"2023-03-15 13:10:25","breadcrumbTags":["Huawei","reliance jio","ETTspecial","Telecom equipment","ZTE","Chinese telecom equipment vendors","Vodafone Idea","Bharti Airtel","bharat sanchar nigam limited","BSNL"],"secinfo":{"seolocation":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india"}}" data-authors="[" gagandeep kaur"]" data-category-name="" data-category_id="" data-date="2023-02-14" data-index="article_1">
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深入:了解中国供应商的非官方退出印度的影响
二十年,安全担忧中国装备提出了几点但即便如此这两家公司成功地增加他们的市场份额。然而,Galwan谷2020年中国和印度军队之间的冲突是临界点。它敦促印度政府禁止中国几个应用程序,使中国企业很难在印度做生意。
排除在5 g试验和5 g市场,紧随其后的是他们无法获得印度政府的信任的源证书,标志着中国供应商的路的尽头华为和中兴通讯在乡下。当他们出现在印度,这两家中国供应商不仅为自己雕刻一个利基在印度市场也起到了革命性的作用。
自从华为和中兴在印度2000年开始运营,其印度逗留一直受到争议及安全问题。2000年,华为投资超过1.5亿美元建立一个研发设施占地20英亩的土地在班加罗尔的郊区。中兴通讯密切关注,并于2003年建立了印度商业。
可能最大的贡献是中国厂商的进入带来的竞争在印度电信供应商空间。它成为一个国有的首选供应商Bharat Sanchar Nigam说有限(BSNL)和Mahanagar电话尼噶有限(MTNL)。按通信部长桑杰Dhotre在议会的反应早在2020年,超过50%的移动网络设备使用BSNL来自中国供应商:44%来自华为和9%来自中兴。
私营电信公司紧随其后。Bharti Airtel,沃达丰(Vodafone)和中国设备被广泛使用。据估计,25 - 30%的旅馆的4 g网络来自华为和中兴,也是同样的道理沃达丰的想法的网络。依赖Jio在2016年晚些时候启动操作多,唯一的印度电信战略决定远离中国设备。显然,中国电信设备制造商给欧洲厂商的激烈竞争在干草天在印度。
一个关键原因中国供应商在印度的增长不仅仅是设备的低价格,但也非常容易的付款方式。印度电信公司很容易从中国金融机构获得融资从华为或中兴通讯采购设备。一般情况下,利率将会低至0%,付款计划在几年内。这一切使与中国供应商合作非常吸引印度电信公司。
“入口前的中国供应商,这个空间是由欧洲主导供应商,诺基亚和爱立信。多年来,华为和中兴创建了一个利基市场,不仅提供一个可行的选择,印度电信公司还提供长期低利率,这使得印度电信公司更容易扩展,也降低了关税的印度消费者,“Ashwinder Sethi Analysys Mason负责人说。
“中国供应商提供电信设备更便宜的利率与国际同行相比,帮助印度电信服务提供商升级他们的网络设备以可承受的利率,”作者Nishant邦萨尔说,高级研究经理IDC亚太区电信研究。
华为和中兴不仅能使一个地方为自己的设备空间,但他们也设法与沃达丰(Vodafone)签订多个管理服务协议,Airtel想法,信实电信和BSNL。通常,管理服务合同很难获得任何新球员,因为他们不仅仅是削减成本,但需求的深刻理解和专业知识。
二十年,安全担忧中国装备提出了几点但即便如此这两家公司成功地增加他们的市场份额。然而,Galwan谷2020年中国和印度军队之间的冲突是临界点。它敦促印度政府禁止中国几个应用程序,使中国企业很难在印度做生意。
虽然印度政府已弃权与禁止华为和中兴通讯印度电信市场,他们也没有给他们信任源证书,因为他们没有完成文书工作,使得他们很难在印度做什么生意。此外,近年来,已经有几个在华为和中兴办事处与税收相关的袭击。
考虑到缺乏业务在印度,也就不足为奇了华为和中兴在印度的劳动力是显著降低。劳动力在华为的研发操作一次雇佣大约4000名员工,现在已经下降到1000到1500年的2020人根据媒体报道。此外,华为没有与当地球员组建一家合资公司,电信设备制造业、拼写的印度电信行业的时代。
的影响
考虑到影响华为和中兴在印度电信行业,他们离开的影响将会觉得很长一段时间。BSNL最重要的影响是,现在继续努力推出4 g服务。可以认为,延迟BSNL 4 g发射是因为华为和中兴的缺席。
“这将是昂贵的电信玩家移动网络升级到4 g (BSNL)和5克(在所有电信玩家)与中国厂商的竞争,因为他们提供更便宜、更好的融资选择。用更少的球员现在在市场上,它可能会推迟推出4 g服务背后的原因,”IDC的邦萨尔说。
业内也有一个想法,每用户平均收入(ARPU)现在在上升,因为中国供应商不再出现在印度,导致增加的成本建立网络基础设施。
“印度拥有世界上arpu最低的国家之一,所有的电信公司已多次提到需要一个健康的水平(可能在印度卢比至少250 - 300年)来证明他们在采购领域的投资和建立基础设施5 g服务。所以,无论是否中国供应商,我们可能会看到ARPU增长在印度,”邦萨尔说。
从积极的一面来看,中国球员的退出可能敞开大门为印度和其他新的供应商。还有待观察是否能够抓住这个机会,增加他们的市场份额。
中国电信设备制造商也做了一个标记为自己的设备行业。华为和中兴被接入设备的主要供应商,如软件狗,几乎所有的服务提供者,包括通信和塔塔电信业务的依赖。华为智能手机制造业在印度2016年开始,其范围的移动设备,如荣誉8 x和荣誉10,在印度市场尤为成功。
结束
虽然中国供应商的二十年的旅程已经结束突然在印度,它不折扣的关键贡献他们印度电信行业。低价中国齿轮和容易的付款方式使印度电信公司提供服务以最低利率,进而使社会的服务负担得起的一个更大的部分。
<\/span><\/figcaption><\/figure><\/strong>Exclusion from the 5G trials and 5G market, followed by their inability to acquire the trusted source certificate from the Indian Government, marks the end of the road for the Chinese vendors Huawei<\/a> and ZTE<\/a> in the country. While they were present in India, the two Chinese vendors had not only carved a niche for themselves in the Indian market but also played a transformative role.
Since the time Huawei and ZTE started operations in India in 2000, their Indian sojourn has been marred with controversies and security issues. In 2000, Huawei invested over $150 million to set up a research and development facility on 20 acres of land on the outskirts of Bengaluru. ZTE followed closely and set up its Indian business in 2003.
Possibly the biggest contribution is that the entry of the Chinese vendors brought competition in the telecom vendor space in India. It emerged as a vendor of choice for government-owned Bharat Sanchar Nigam Limited<\/a> (BSNL<\/a>) and Mahanagar Telephone Nigam Limited (MTNL). As per Minister of State for Communications Sanjay Dhotre's response in Parliament in 2020, more than 50% of mobile network equipment used by BSNL is from Chinese vendors: 44% from Huawei and 9% from ZTE.
The private telcos were not far behind. Bharti Airtel<\/a>, Vodafone and Idea were extensively using Chinese equipment. By some estimates, 25-30% of Airtel's 4G network is from Huawei and ZTE and the same is true for Vodafone Idea<\/a>'s network. Reliance Jio<\/a>, which launched operations much later in 2016, is the only Indian telco which strategically decided to stay away from Chinese equipment. Clearly, Chinese gear makers were giving tough competition to the European vendors during their hay days in India.
A key reason for the growth of Chinese vendors in India is not just the low prices of their equipment but also exceptionally easy payment terms. It was very easy for the Indian telcos to get financing from Chinese financial institutions to procure equipment from Huawei or ZTE. Typically the rate of interest would be as low as 0% with a payment plan spread over several years. All this made working with Chinese vendors very appealing to the Indian telcos.
\"Before the entry of the Chinese vendors, this space was dominated by the European vendors, Nokia and Ericsson. Over the years, Huawei and ZTE created a niche by not just presenting a viable option to the Indian telcos but also offering long-term low interest rates, which made it easier for the Indian telcos to expand and it also brought down the tariffs for the Indian consumers,\" says Ashwinder Sethi, Principal at Analysys Mason.
\"Chinese vendors have provided telecom gear at much cheaper rates compared to their global peers, which has helped Indian telecom service providers upgrade their networking equipment at affordable rates,\" says Nishant Bansal, Senior Research Manager at IDC's Asia Pacific Telecom Research.
Huawei and ZTE were not only able to make a place for themselves in the gear space, but they also managed to sign several managed services deals with Vodafone, Airtel, Idea, Reliance Communications and BSNL. Typically, managed services contracts are difficult to procure for any new player because they are not just about cost-cutting but demand a deep understanding and expertise.
Over the two decades, security concerns about the Chinese gear were raised at several points but even so the two companies managed to grow their market share. However, the Galwan Valley skirmishes between the Chinese and the Indian Army in 2020 was the tipping point. It pushed the Indian Government to ban several Chinese applications, making it difficult for Chinese companies to do business in India.
While the Indian Government has abstained from banning Huawei and ZTE from the Indian telecom market, they have also refrained from giving them trusted source certificates since they didn’t complete the paperwork, making it difficult for them to do any business in India. In addition, in recent times, there have been several tax-related raids at Huawei and ZTE offices.
Considering the lack of business in India, it is not surprising that the workforce of both Huawei and ZTE in India is significantly reduced. The workforce at Huawei’s R&D operations which at one time employed around 4,000 employees, was now down to 1,000 to 1,500 in 2020 as per media reports. Further, Huawei has refrained from forming a joint venture with a local player for telecom gear manufacturing, spelling the end of the era for the Indian telecom industry.
Read also<\/h4><\/a><\/figure>Huawei puts India telecom JV plans on hold amid uncertain future<\/a><\/h5><\/div><\/a><\/figure>5G: End of the road for Huawei and ZTE in India?<\/a><\/h5><\/div><\/a><\/figure>Chinese resistance globally to encourage India’s homegrown 5G gear development: Paulraj<\/a><\/h5><\/div><\/a><\/figure>Huawei, ZTE fail to keep flock together as business takes a plunge<\/a><\/h5><\/div><\/div><\/div>
The Impact<\/strong>
Considering the impact Huawei and ZTE have had on the Indian telecom industry, the effects of their departure will be felt for a long time. The most significant impact is on BSNL, which now continues to struggle to launch 4G services. One can argue that the delay in BSNL’s 4G launch is because of Huawei and ZTE’s absence.
\"It will be expensive for telecom players to upgrade their mobile network to 4G (in case of BSNL) and 5G (In case of all telecom players) with Chinese vendors out of the fray as they provide cheaper and better financing options. With fewer players in the market now, it could possibly be one of the reasons behind the delay in launching 4G services,\" says Bansal of IDC.
There is also a thought in the industry that the Average Revenue Per User (ARPU) is now on an upswing because the Chinese vendors are no longer present in India, which has led to an increase in the cost of setting up network infrastructure in the country.
\"India has one of the lowest ARPUs in the world and all the telcos have repeatedly mentioned the need to take it to a healthy level (possibly around INR 250-300 at a minimum) to justify the investments they have made in procuring spectrum and setting up infrastructure for 5G services. So, irrespective of whether Chinese vendors or not, we will likely see ARPU growth in India,\" says Bansal.
On the positive side, the exit of the Chinese players may have opened the doors for the Indian and other new vendors. It remains to be seen whether they would be able to grab this opportunity to grow their market share.
The Chinese gear makers also made a mark for themselves in the devices industry. Huawei and ZTE were the prime suppliers of access devices, like dongles, to almost all service providers, including Reliance Communications and Tata Teleservices. Huawei started smartphone manufacturing in India in 2016 and its range of mobile devices, such as the Honor 8X and Honor 10, have been particularly successful in the Indian market.
Wrapping Up<\/strong>
While the Chinese vendors' two-decade journey has ended abruptly in India, it does not discount the crucial contribution they have made to the Indian telecom industry. Low-priced Chinese gear and easy payment terms made it possible for the Indian telcos to provide services at rock-bottom rates, which in turn made the services affordable for a greater section of society.
<\/body>","next_sibling":[{"msid":97898770,"title":"Online channels overtake offline retailers in smartphone shipment in 2022","entity_type":"ARTICLE","link":"\/news\/online-channels-overtake-offline-retailers-in-smartphone-shipment-in-2022\/97898770","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":97898815,"entity_type":"ARTICLE","title":"In-depth: Understanding the impact of Chinese vendors' unofficial exit from India","synopsis":"Over the two decades, security concerns about the Chinese gear were raised at several points but even so the two companies managed to grow their market share. However, the Galwan Valley skirmishes between the Chinese and the Indian Army in 2020 was the tipping point. It pushed the Indian Government to ban several Chinese applications, making it difficult for Chinese companies to do business in India.","titleseo":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india","status":"ACTIVE","authors":[{"author_name":"Gagandeep Kaur","author_link":"\/author\/479260223\/gagandeep-kaur","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479260223.cms?width=100&height=100","author_additional":false}],"analytics":{"comments":0,"views":5956,"shares":0,"engagementtimems":14904000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2023-02-14 08:04:23","lastupd":"2023-03-15 13:10:25","breadcrumbTags":["Huawei","reliance jio","ETTspecial","Telecom equipment","ZTE","Chinese telecom equipment vendors","Vodafone Idea","Bharti Airtel","bharat sanchar nigam limited","BSNL"],"secinfo":{"seolocation":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india"}}" data-news_link="//www.iser-br.com/news/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india/97898815">
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深入:了解中国供应商的非官方退出印度的影响
二十年,安全担忧中国装备提出了几点但即便如此这两家公司成功地增加他们的市场份额。然而,Galwan谷2020年中国和印度军队之间的冲突是临界点。它敦促印度政府禁止中国几个应用程序,使中国企业很难在印度做生意。
读到
自从华为和中兴在印度2000年开始运营,其印度逗留一直受到争议及安全问题。2000年,华为投资超过1.5亿美元建立一个研发设施占地20英亩的土地在班加罗尔的郊区。中兴通讯密切关注,并于2003年建立了印度商业。
可能最大的贡献是中国厂商的进入带来的竞争在印度电信供应商空间。它成为一个国有的首选供应商Bharat Sanchar Nigam说有限(BSNL)和Mahanagar电话尼噶有限(MTNL)。按通信部长桑杰Dhotre在议会的反应早在2020年,超过50%的移动网络设备使用BSNL来自中国供应商:44%来自华为和9%来自中兴。
私营电信公司紧随其后。Bharti Airtel,沃达丰(Vodafone)和中国设备被广泛使用。据估计,25 - 30%的旅馆的4 g网络来自华为和中兴,也是同样的道理沃达丰的想法的网络。依赖Jio在2016年晚些时候启动操作多,唯一的印度电信战略决定远离中国设备。显然,中国电信设备制造商给欧洲厂商的激烈竞争在干草天在印度。
一个关键原因中国供应商在印度的增长不仅仅是设备的低价格,但也非常容易的付款方式。印度电信公司很容易从中国金融机构获得融资从华为或中兴通讯采购设备。一般情况下,利率将会低至0%,付款计划在几年内。这一切使与中国供应商合作非常吸引印度电信公司。
“入口前的中国供应商,这个空间是由欧洲主导供应商,诺基亚和爱立信。多年来,华为和中兴创建了一个利基市场,不仅提供一个可行的选择,印度电信公司还提供长期低利率,这使得印度电信公司更容易扩展,也降低了关税的印度消费者,“Ashwinder Sethi Analysys Mason负责人说。
“中国供应商提供电信设备更便宜的利率与国际同行相比,帮助印度电信服务提供商升级他们的网络设备以可承受的利率,”作者Nishant邦萨尔说,高级研究经理IDC亚太区电信研究。
华为和中兴不仅能使一个地方为自己的设备空间,但他们也设法与沃达丰(Vodafone)签订多个管理服务协议,Airtel想法,信实电信和BSNL。通常,管理服务合同很难获得任何新球员,因为他们不仅仅是削减成本,但需求的深刻理解和专业知识。
二十年,安全担忧中国装备提出了几点但即便如此这两家公司成功地增加他们的市场份额。然而,Galwan谷2020年中国和印度军队之间的冲突是临界点。它敦促印度政府禁止中国几个应用程序,使中国企业很难在印度做生意。
虽然印度政府已弃权与禁止华为和中兴通讯印度电信市场,他们也没有给他们信任源证书,因为他们没有完成文书工作,使得他们很难在印度做什么生意。此外,近年来,已经有几个在华为和中兴办事处与税收相关的袭击。
考虑到缺乏业务在印度,也就不足为奇了华为和中兴在印度的劳动力是显著降低。劳动力在华为的研发操作一次雇佣大约4000名员工,现在已经下降到1000到1500年的2020人根据媒体报道。此外,华为没有与当地球员组建一家合资公司,电信设备制造业、拼写的印度电信行业的时代。
的影响
考虑到影响华为和中兴在印度电信行业,他们离开的影响将会觉得很长一段时间。BSNL最重要的影响是,现在继续努力推出4 g服务。可以认为,延迟BSNL 4 g发射是因为华为和中兴的缺席。
“这将是昂贵的电信玩家移动网络升级到4 g (BSNL)和5克(在所有电信玩家)与中国厂商的竞争,因为他们提供更便宜、更好的融资选择。用更少的球员现在在市场上,它可能会推迟推出4 g服务背后的原因,”IDC的邦萨尔说。
业内也有一个想法,每用户平均收入(ARPU)现在在上升,因为中国供应商不再出现在印度,导致增加的成本建立网络基础设施。
“印度拥有世界上arpu最低的国家之一,所有的电信公司已多次提到需要一个健康的水平(可能在印度卢比至少250 - 300年)来证明他们在采购领域的投资和建立基础设施5 g服务。所以,无论是否中国供应商,我们可能会看到ARPU增长在印度,”邦萨尔说。
从积极的一面来看,中国球员的退出可能敞开大门为印度和其他新的供应商。还有待观察是否能够抓住这个机会,增加他们的市场份额。
中国电信设备制造商也做了一个标记为自己的设备行业。华为和中兴被接入设备的主要供应商,如软件狗,几乎所有的服务提供者,包括通信和塔塔电信业务的依赖。华为智能手机制造业在印度2016年开始,其范围的移动设备,如荣誉8 x和荣誉10,在印度市场尤为成功。
结束
虽然中国供应商的二十年的旅程已经结束突然在印度,它不折扣的关键贡献他们印度电信行业。低价中国齿轮和容易的付款方式使印度电信公司提供服务以最低利率,进而使社会的服务负担得起的一个更大的部分。
Since the time Huawei and ZTE started operations in India in 2000, their Indian sojourn has been marred with controversies and security issues. In 2000, Huawei invested over $150 million to set up a research and development facility on 20 acres of land on the outskirts of Bengaluru. ZTE followed closely and set up its Indian business in 2003.
Possibly the biggest contribution is that the entry of the Chinese vendors brought competition in the telecom vendor space in India. It emerged as a vendor of choice for government-owned Bharat Sanchar Nigam Limited<\/a> (BSNL<\/a>) and Mahanagar Telephone Nigam Limited (MTNL). As per Minister of State for Communications Sanjay Dhotre's response in Parliament in 2020, more than 50% of mobile network equipment used by BSNL is from Chinese vendors: 44% from Huawei and 9% from ZTE.
The private telcos were not far behind. Bharti Airtel<\/a>, Vodafone and Idea were extensively using Chinese equipment. By some estimates, 25-30% of Airtel's 4G network is from Huawei and ZTE and the same is true for Vodafone Idea<\/a>'s network. Reliance Jio<\/a>, which launched operations much later in 2016, is the only Indian telco which strategically decided to stay away from Chinese equipment. Clearly, Chinese gear makers were giving tough competition to the European vendors during their hay days in India.
A key reason for the growth of Chinese vendors in India is not just the low prices of their equipment but also exceptionally easy payment terms. It was very easy for the Indian telcos to get financing from Chinese financial institutions to procure equipment from Huawei or ZTE. Typically the rate of interest would be as low as 0% with a payment plan spread over several years. All this made working with Chinese vendors very appealing to the Indian telcos.
\"Before the entry of the Chinese vendors, this space was dominated by the European vendors, Nokia and Ericsson. Over the years, Huawei and ZTE created a niche by not just presenting a viable option to the Indian telcos but also offering long-term low interest rates, which made it easier for the Indian telcos to expand and it also brought down the tariffs for the Indian consumers,\" says Ashwinder Sethi, Principal at Analysys Mason.
\"Chinese vendors have provided telecom gear at much cheaper rates compared to their global peers, which has helped Indian telecom service providers upgrade their networking equipment at affordable rates,\" says Nishant Bansal, Senior Research Manager at IDC's Asia Pacific Telecom Research.
Huawei and ZTE were not only able to make a place for themselves in the gear space, but they also managed to sign several managed services deals with Vodafone, Airtel, Idea, Reliance Communications and BSNL. Typically, managed services contracts are difficult to procure for any new player because they are not just about cost-cutting but demand a deep understanding and expertise.
Over the two decades, security concerns about the Chinese gear were raised at several points but even so the two companies managed to grow their market share. However, the Galwan Valley skirmishes between the Chinese and the Indian Army in 2020 was the tipping point. It pushed the Indian Government to ban several Chinese applications, making it difficult for Chinese companies to do business in India.
While the Indian Government has abstained from banning Huawei and ZTE from the Indian telecom market, they have also refrained from giving them trusted source certificates since they didn’t complete the paperwork, making it difficult for them to do any business in India. In addition, in recent times, there have been several tax-related raids at Huawei and ZTE offices.
Considering the lack of business in India, it is not surprising that the workforce of both Huawei and ZTE in India is significantly reduced. The workforce at Huawei’s R&D operations which at one time employed around 4,000 employees, was now down to 1,000 to 1,500 in 2020 as per media reports. Further, Huawei has refrained from forming a joint venture with a local player for telecom gear manufacturing, spelling the end of the era for the Indian telecom industry.
Read also<\/h4><\/a><\/figure>Huawei puts India telecom JV plans on hold amid uncertain future<\/a><\/h5><\/div><\/a><\/figure>5G: End of the road for Huawei and ZTE in India?<\/a><\/h5><\/div><\/a><\/figure>Chinese resistance globally to encourage India’s homegrown 5G gear development: Paulraj<\/a><\/h5><\/div><\/a><\/figure>Huawei, ZTE fail to keep flock together as business takes a plunge<\/a><\/h5><\/div><\/div><\/div>
The Impact<\/strong>
Considering the impact Huawei and ZTE have had on the Indian telecom industry, the effects of their departure will be felt for a long time. The most significant impact is on BSNL, which now continues to struggle to launch 4G services. One can argue that the delay in BSNL’s 4G launch is because of Huawei and ZTE’s absence.
\"It will be expensive for telecom players to upgrade their mobile network to 4G (in case of BSNL) and 5G (In case of all telecom players) with Chinese vendors out of the fray as they provide cheaper and better financing options. With fewer players in the market now, it could possibly be one of the reasons behind the delay in launching 4G services,\" says Bansal of IDC.
There is also a thought in the industry that the Average Revenue Per User (ARPU) is now on an upswing because the Chinese vendors are no longer present in India, which has led to an increase in the cost of setting up network infrastructure in the country.
\"India has one of the lowest ARPUs in the world and all the telcos have repeatedly mentioned the need to take it to a healthy level (possibly around INR 250-300 at a minimum) to justify the investments they have made in procuring spectrum and setting up infrastructure for 5G services. So, irrespective of whether Chinese vendors or not, we will likely see ARPU growth in India,\" says Bansal.
On the positive side, the exit of the Chinese players may have opened the doors for the Indian and other new vendors. It remains to be seen whether they would be able to grab this opportunity to grow their market share.
The Chinese gear makers also made a mark for themselves in the devices industry. Huawei and ZTE were the prime suppliers of access devices, like dongles, to almost all service providers, including Reliance Communications and Tata Teleservices. Huawei started smartphone manufacturing in India in 2016 and its range of mobile devices, such as the Honor 8X and Honor 10, have been particularly successful in the Indian market.
Wrapping Up<\/strong>
While the Chinese vendors' two-decade journey has ended abruptly in India, it does not discount the crucial contribution they have made to the Indian telecom industry. Low-priced Chinese gear and easy payment terms made it possible for the Indian telcos to provide services at rock-bottom rates, which in turn made the services affordable for a greater section of society.
<\/body>","next_sibling":[{"msid":97898770,"title":"Online channels overtake offline retailers in smartphone shipment in 2022","entity_type":"ARTICLE","link":"\/news\/online-channels-overtake-offline-retailers-in-smartphone-shipment-in-2022\/97898770","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":97898815,"entity_type":"ARTICLE","title":"In-depth: Understanding the impact of Chinese vendors' unofficial exit from India","synopsis":"Over the two decades, security concerns about the Chinese gear were raised at several points but even so the two companies managed to grow their market share. However, the Galwan Valley skirmishes between the Chinese and the Indian Army in 2020 was the tipping point. It pushed the Indian Government to ban several Chinese applications, making it difficult for Chinese companies to do business in India.","titleseo":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india","status":"ACTIVE","authors":[{"author_name":"Gagandeep Kaur","author_link":"\/author\/479260223\/gagandeep-kaur","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479260223.cms?width=100&height=100","author_additional":false}],"analytics":{"comments":0,"views":5956,"shares":0,"engagementtimems":14904000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2023-02-14 08:04:23","lastupd":"2023-03-15 13:10:25","breadcrumbTags":["Huawei","reliance jio","ETTspecial","Telecom equipment","ZTE","Chinese telecom equipment vendors","Vodafone Idea","Bharti Airtel","bharat sanchar nigam limited","BSNL"],"secinfo":{"seolocation":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india"}}" data-news_link="//www.iser-br.com/news/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india/97898815">
<\/a><\/figure>Huawei puts India telecom JV plans on hold amid uncertain future<\/a><\/h5><\/div><\/a><\/figure>5G: End of the road for Huawei and ZTE in India?<\/a><\/h5><\/div><\/a><\/figure>Chinese resistance globally to encourage India’s homegrown 5G gear development: Paulraj<\/a><\/h5><\/div><\/a><\/figure>Huawei, ZTE fail to keep flock together as business takes a plunge<\/a><\/h5><\/div><\/div><\/div>
The Impact<\/strong>
Considering the impact Huawei and ZTE have had on the Indian telecom industry, the effects of their departure will be felt for a long time. The most significant impact is on BSNL, which now continues to struggle to launch 4G services. One can argue that the delay in BSNL’s 4G launch is because of Huawei and ZTE’s absence.
\"It will be expensive for telecom players to upgrade their mobile network to 4G (in case of BSNL) and 5G (In case of all telecom players) with Chinese vendors out of the fray as they provide cheaper and better financing options. With fewer players in the market now, it could possibly be one of the reasons behind the delay in launching 4G services,\" says Bansal of IDC.
There is also a thought in the industry that the Average Revenue Per User (ARPU) is now on an upswing because the Chinese vendors are no longer present in India, which has led to an increase in the cost of setting up network infrastructure in the country.
\"India has one of the lowest ARPUs in the world and all the telcos have repeatedly mentioned the need to take it to a healthy level (possibly around INR 250-300 at a minimum) to justify the investments they have made in procuring spectrum and setting up infrastructure for 5G services. So, irrespective of whether Chinese vendors or not, we will likely see ARPU growth in India,\" says Bansal.
On the positive side, the exit of the Chinese players may have opened the doors for the Indian and other new vendors. It remains to be seen whether they would be able to grab this opportunity to grow their market share.
The Chinese gear makers also made a mark for themselves in the devices industry. Huawei and ZTE were the prime suppliers of access devices, like dongles, to almost all service providers, including Reliance Communications and Tata Teleservices. Huawei started smartphone manufacturing in India in 2016 and its range of mobile devices, such as the Honor 8X and Honor 10, have been particularly successful in the Indian market.
Wrapping Up<\/strong>
While the Chinese vendors' two-decade journey has ended abruptly in India, it does not discount the crucial contribution they have made to the Indian telecom industry. Low-priced Chinese gear and easy payment terms made it possible for the Indian telcos to provide services at rock-bottom rates, which in turn made the services affordable for a greater section of society.
<\/body>","next_sibling":[{"msid":97898770,"title":"Online channels overtake offline retailers in smartphone shipment in 2022","entity_type":"ARTICLE","link":"\/news\/online-channels-overtake-offline-retailers-in-smartphone-shipment-in-2022\/97898770","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":97898815,"entity_type":"ARTICLE","title":"In-depth: Understanding the impact of Chinese vendors' unofficial exit from India","synopsis":"Over the two decades, security concerns about the Chinese gear were raised at several points but even so the two companies managed to grow their market share. However, the Galwan Valley skirmishes between the Chinese and the Indian Army in 2020 was the tipping point. It pushed the Indian Government to ban several Chinese applications, making it difficult for Chinese companies to do business in India.","titleseo":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india","status":"ACTIVE","authors":[{"author_name":"Gagandeep Kaur","author_link":"\/author\/479260223\/gagandeep-kaur","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479260223.cms?width=100&height=100","author_additional":false}],"analytics":{"comments":0,"views":5956,"shares":0,"engagementtimems":14904000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2023-02-14 08:04:23","lastupd":"2023-03-15 13:10:25","breadcrumbTags":["Huawei","reliance jio","ETTspecial","Telecom equipment","ZTE","Chinese telecom equipment vendors","Vodafone Idea","Bharti Airtel","bharat sanchar nigam limited","BSNL"],"secinfo":{"seolocation":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india"}}" data-news_link="//www.iser-br.com/news/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india/97898815">
<\/a><\/figure>5G: End of the road for Huawei and ZTE in India?<\/a><\/h5><\/div><\/a><\/figure>Chinese resistance globally to encourage India’s homegrown 5G gear development: Paulraj<\/a><\/h5><\/div><\/a><\/figure>Huawei, ZTE fail to keep flock together as business takes a plunge<\/a><\/h5><\/div><\/div><\/div>
The Impact<\/strong>
Considering the impact Huawei and ZTE have had on the Indian telecom industry, the effects of their departure will be felt for a long time. The most significant impact is on BSNL, which now continues to struggle to launch 4G services. One can argue that the delay in BSNL’s 4G launch is because of Huawei and ZTE’s absence.
\"It will be expensive for telecom players to upgrade their mobile network to 4G (in case of BSNL) and 5G (In case of all telecom players) with Chinese vendors out of the fray as they provide cheaper and better financing options. With fewer players in the market now, it could possibly be one of the reasons behind the delay in launching 4G services,\" says Bansal of IDC.
There is also a thought in the industry that the Average Revenue Per User (ARPU) is now on an upswing because the Chinese vendors are no longer present in India, which has led to an increase in the cost of setting up network infrastructure in the country.
\"India has one of the lowest ARPUs in the world and all the telcos have repeatedly mentioned the need to take it to a healthy level (possibly around INR 250-300 at a minimum) to justify the investments they have made in procuring spectrum and setting up infrastructure for 5G services. So, irrespective of whether Chinese vendors or not, we will likely see ARPU growth in India,\" says Bansal.
On the positive side, the exit of the Chinese players may have opened the doors for the Indian and other new vendors. It remains to be seen whether they would be able to grab this opportunity to grow their market share.
The Chinese gear makers also made a mark for themselves in the devices industry. Huawei and ZTE were the prime suppliers of access devices, like dongles, to almost all service providers, including Reliance Communications and Tata Teleservices. Huawei started smartphone manufacturing in India in 2016 and its range of mobile devices, such as the Honor 8X and Honor 10, have been particularly successful in the Indian market.
Wrapping Up<\/strong>
While the Chinese vendors' two-decade journey has ended abruptly in India, it does not discount the crucial contribution they have made to the Indian telecom industry. Low-priced Chinese gear and easy payment terms made it possible for the Indian telcos to provide services at rock-bottom rates, which in turn made the services affordable for a greater section of society.
<\/body>","next_sibling":[{"msid":97898770,"title":"Online channels overtake offline retailers in smartphone shipment in 2022","entity_type":"ARTICLE","link":"\/news\/online-channels-overtake-offline-retailers-in-smartphone-shipment-in-2022\/97898770","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":97898815,"entity_type":"ARTICLE","title":"In-depth: Understanding the impact of Chinese vendors' unofficial exit from India","synopsis":"Over the two decades, security concerns about the Chinese gear were raised at several points but even so the two companies managed to grow their market share. However, the Galwan Valley skirmishes between the Chinese and the Indian Army in 2020 was the tipping point. It pushed the Indian Government to ban several Chinese applications, making it difficult for Chinese companies to do business in India.","titleseo":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india","status":"ACTIVE","authors":[{"author_name":"Gagandeep Kaur","author_link":"\/author\/479260223\/gagandeep-kaur","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479260223.cms?width=100&height=100","author_additional":false}],"analytics":{"comments":0,"views":5956,"shares":0,"engagementtimems":14904000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2023-02-14 08:04:23","lastupd":"2023-03-15 13:10:25","breadcrumbTags":["Huawei","reliance jio","ETTspecial","Telecom equipment","ZTE","Chinese telecom equipment vendors","Vodafone Idea","Bharti Airtel","bharat sanchar nigam limited","BSNL"],"secinfo":{"seolocation":"telecomnews\/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india"}}" data-news_link="//www.iser-br.com/news/in-depth-understanding-the-impact-of-chinese-vendors-unofficial-exit-from-india/97898815">
<\/a><\/figure>Chinese resistance globally to encourage India’s homegrown 5G gear development: Paulraj<\/a><\/h5><\/div><\/a><\/figure>Huawei, ZTE fail to keep flock together as business takes a plunge<\/a><\/h5><\/div><\/div><\/div>
The Impact<\/strong>
Considering the impact Huawei and ZTE have had on the Indian telecom industry, the effects of their departure will be felt for a long time. The most significant impact is on BSNL, which now continues to struggle to launch 4G services. One can argue that the delay in BSNL’s 4G launch is because of Huawei and ZTE’s absence.
\"It will be expensive for telecom players to upgrade their mobile network to 4G (in case of BSNL) and 5G (In case of all telecom players) with Chinese vendors out of the fray as they provide cheaper and better financing options. With fewer players in the market now, it could possibly be one of the reasons behind the delay in launching 4G services,\" says Bansal of IDC.
There is also a thought in the industry that the Average Revenue Per User (ARPU) is now on an upswing because the Chinese vendors are no longer present in India, which has led to an increase in the cost of setting up network infrastructure in the country.
\"India has one of the lowest ARPUs in the world and all the telcos have repeatedly mentioned the need to take it to a healthy level (possibly around INR 250-300 at a minimum) to justify the investments they have made in procuring spectrum and setting up infrastructure for 5G services. So, irrespective of whether Chinese vendors or not, we will likely see ARPU growth in India,\" says Bansal.
On the positive side, the exit of the Chinese players may have opened the doors for the Indian and other new vendors. It remains to be seen whether they would be able to grab this opportunity to grow their market share.
The Chinese gear makers also made a mark for themselves in the devices industry. Huawei and ZTE were the prime suppliers of access devices, like dongles, to almost all service providers, including Reliance Communications and Tata Teleservices. Huawei started smartphone manufacturing in India in 2016 and its range of mobile devices, such as the Honor 8X and Honor 10, have been particularly successful in the Indian market.
Wrapping Up<\/strong>
While the Chinese vendors' two-decade journey has ended abruptly in India, it does not discount the crucial contribution they have made to the Indian telecom industry. Low-priced Chinese gear and easy payment terms made it possible for the Indian telcos to provide services at rock-bottom rates, which in turn made the services affordable for a greater section of society.
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