独家
电信公司表示,私人网络将杀死5 g商业案例
推荐的“频谱定价火车太高了。在咨询过程中,行业提出了广泛的基于全球研究和基准参数,显著减少频谱价格”,SP Kochhar,总干事COAI在一份声明中说。
公司表示,这样一个提议,如果接受的政府,可能会抢他们未来的电信公司5 g企业收入——估计大约40%的总5 g。收入损失的程度不会证明建立的资本支出5 g网络,他们认为。
在其最新的建议5 g频谱定价,印度电信管理部门(火车)表明,民营企业直接从政府获得5 g频谱和建立自己的俘虏无线专用网络(CWPNs)。它还建议“轻触的在线门户的政权”等获得权限/设置CWPNs牌照。火车也认为民营企业可以选择租赁从电信到私人5 g网络建立自己的俘虏。
COAI代表信实Jio Bharti Airtel和沃达丰(Vi)。它还说,“企业服务构成的30 - 40%(电信)行业整体收入…私人网络再次disincentivises电信行业投资网络,也继续支付高额关税和税收。”
COAI,事实上,已经敦促火车重新审视其最新的建议和禁止私营企业网络,以确保财务可行性和电信行业的有序发展,它说,不仅仅是向企业提供这些服务的能力。
移动运营商此前曾对火车,任何建议留出5 g频谱为俘虏私营企业网络使用免费或合法行政价格也会站不住脚的。
火车已经建议为私人网络频谱分配管理需求通过广泛宣传网络门户的过程公平、透明的方式。但监管机构已经离开电信部门决定是否这样的行政分配将是法律上站得住脚的,基于点的频谱分配政策。
随后,塔塔通信(TCL)、Larsen & Toubro公司(L&T)和香烟制造商ITC强烈反驳了电信公司的立场,并呼吁火车回拨款专用频谱私人垄断网络,采用5 g全球实践来创建一个私有企业生态系统驱动在印度政府的愿景。
但另一个电信高管说,如果运营商的利润丰厚的企业业务的潜在5 g的收入流垂直枯竭,他们会看到小商业意识积极竞标5 g电波在即将到来的销售。
电信公司债务提升:分析师在火车的5 g拍卖的观点
“即使在这个拍卖,适度参与行业的债务水平可能会进一步提升至4.8卢比。多数卢比的截至2023年3月,尽管改善现金流生成后关税上涨以及去杠杆化行动由电信公司,“Ankit Jain,助理副总裁&部门负责人——企业评级,ICRA有限说。
大部分的招标对5 g电波,他说,源于强烈的B2B企业业务的收入潜力。但是如果收入流消失,电信公司没有一个可行的商业案例5 g频谱挥霍大钱,尤其当他们有足够的频谱继续现有的移动宽带服务业务。”
科技公司,强烈支持火车直接调用允许民营企业获得5 g频谱从政府通过行政手段。
“私人网络而言,火车的建议解决tsp(电信服务提供商)的利益,企业和公众更多的私人网络会导致更多的就业机会和商业,和转化为更大的经济产出和福利,“宽带印度论坛(BIF)说,这有思科、亚马逊、谷歌、微软、Facebook-owner元、高通和英特尔之间的关键成员。
拨款独家频谱为私人5 g网络,它说,还将提供一个“改进平均sla(服务水平协议)的公共网络,除了确保完全缺乏它们之间的干扰”。
BIF补充说,火车的要求分配的频谱管理私人5 g网络“最合适”认为,俘虏无线私人网络不是公共网络,没有市场的客户,并仅限于特定的位置。”
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<\/figure>Kolkata: India\u2019s top telcos have called on the sector regulator to scrap the proposed move to administratively assign 5G spectrum<\/a> on demand for private enterprise networks through a publicised online portal-based process, warning that such a step could destroy the 5G<\/a> business case in the country.The companies have said that such a proposal, if accepted by the government, could potentially rob telcos of their future 5G enterprise revenues \u2013 estimated at around 40% of the total for 5G. Revenue loss to such an extent won\u2019t justify capital expenditure in setting up 5G networks<\/a>, they have argued.
In its latest recommendations on 5G spectrum pricing, the Telecom Regulatory Authority of India<\/a> (Trai<\/a>) has suggested that private enterprises directly obtain 5G spectrum from the government and establish their own captive wireless private network (CWPNs). It has also recommended a \"light touch' online portal-based regime\" for acquiring such permissions\/licences for setting up CWPNs. Trai has also suggested that private enterprises have the option to lease spectrum from telcos to set up their own captive private 5G networks.
<\/div><\/div>\u201cBy allowing private captive networks for enterprises, Trai is dramatically altering the industry dynamics and hurting the financial health of the telecom industry rather than improving it,\u201d the Cellular Operators Association of India (COAI<\/a>) said in a statement Tuesday.
The COAI represents Reliance Jio, Bharti Airtel and Vodafone Idea (Vi). It added that \u201centerprise services constitute 30-40% of the (telecom) industry\u2019s overall revenues\u2026private networks once again disincentivises the telecom industry to invest in networks and also continue paying high levies and taxes.\"
The COAI, in fact, has urged Trai to revisit its latest recommendations and disallow private enterprise networks to ensure financial viability and orderly growth of the telecom industry that, it said, is more than capable of delivering these services to businesses.
Mobile carriers had earlier told Trai that any proposal to set aside 5G spectrum for private enterprise networks for captive use either for free or at an administrative price would also be legally untenable.
Trai has recommended that the spectrum for private networks be assigned administratively on demand through a widely publicized online portal-based process in a fair and transparent manner. But the regulator has left it to the telecom department to decide whether such administrative allocation would be legally tenable or not, based on DoT\u2019s spectrum allocation policy.
The COAI represents Reliance Jio, Bharti Airtel and Vodafone Idea (Vi). It added that \u201centerprise services constitute 30-40% of the (telecom) industry\u2019s overall revenues\u2026private networks once again disincentivises the telecom industry to invest in networks and also continue paying high levies and taxes.\"
The COAI, in fact, has urged Trai to revisit its latest recommendations and disallow private enterprise networks to ensure financial viability and orderly growth of the telecom industry that, it said, is more than capable of delivering these services to businesses.
Mobile carriers had earlier told Trai that any proposal to set aside 5G spectrum for private enterprise networks for captive use either for free or at an administrative price would also be legally untenable.
Trai has recommended that the spectrum for private networks be assigned administratively on demand through a widely publicized online portal-based process in a fair and transparent manner. But the regulator has left it to the telecom department to decide whether such administrative allocation would be legally tenable or not, based on DoT\u2019s spectrum allocation policy.
<\/div><\/div>In its 5G discussion paper, Trai had said the likes of Germany, Finland, UK, Brazil, Australia, Hong Kong and Japan had set aside spectrum in the mmWave band for private captive 5G networks, while Slovenia, Sweden and Korea planned to set aside both mmWave and mid-band 5G spectrum for such captive networks.
Subsequently, the likes of Tata Communications (TCL), Larsen & Toubro (L&T) and cigarette maker ITC had strongly countered the telcos\u2019 position, and called on Trai to back earmarking dedicated spectrum private captive networks and adopt global practices to create a private 5G ecosystem for enterprises to drive the government\u2019s Make in India vision.
But another top telco executive said that if operators\u2019 potential 5G revenue flows from the lucrative enterprise business vertical dry up, they would see little business sense in bidding aggressively for 5G airwaves in the upcoming sale.
Subsequently, the likes of Tata Communications (TCL), Larsen & Toubro (L&T) and cigarette maker ITC had strongly countered the telcos\u2019 position, and called on Trai to back earmarking dedicated spectrum private captive networks and adopt global practices to create a private 5G ecosystem for enterprises to drive the government\u2019s Make in India vision.
But another top telco executive said that if operators\u2019 potential 5G revenue flows from the lucrative enterprise business vertical dry up, they would see little business sense in bidding aggressively for 5G airwaves in the upcoming sale.