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How is the India market shaping up for Nokia? The number of clients has reduced sharply.
<\/strong>
India is one of the most critical ones for both business and delivery. Having a healthy few customers is always good. I’m not saying we do have a few, but that’s something for the regulator and the government to think about. But we see that those customers are providing decent business volumes to us. Even though we’re not present in the third private telco [Reliance Jio] in wireless space, we will remain an aspirant there.
From a global perspective, where does India stand in terms of 5G?<\/strong>
If you look at the USA, China, Japan, Korea, there is 5G even though we continue to deploy substantial 4G. But the conversation is not about 4G anymore. It’s about 5G and it’s leading to 5G advanced. The conversation in the US, China and some parts of mainland Europe has evolved to what 6G is going to look like. These conversations don’t happen in India.
But if India would have launched 5G at the same time as the US or China, only the top surface would have been able to afford that because the device price points were completely different from what India is used to. So, I think the time to serve the demand for 5G is here, and now.
Indian telcos are making sure that their readiness is there to capture the opportunity beyond mobile broadband. Some of the operators in India took a while to prepare for 4G nationwide. I don’t think anybody wants to make that mistake again.
Is Nokia in a better place to get a bigger slice of the 5G pie in India?
<\/strong> There are big opportunities in fiberisation and fixed broadband spaces. Additionally, there is also a tremendous opportunity in IP-fication of the country. The conversations are now evolving to do network slicing, will continue to evolve towards 5G core enablement of enterprise in India. There are fantastic opportunities we have because of the install base we sit on.
Do you think India needed 5G trials at all?<\/strong>
Trial serves several purposes. For example, users of the technology, which is the service provider, are getting to learn the technology. Are you going to onboard a few enterprises to see how you can address 5G beyond mobile broadband? Use the trial for that purpose. But if the trial is going to be about finding throughput or latency, I am less sure that you actually learn something that hasn’t been proven.
What could a 5G service cost Indian consumers, versus 4G?<\/strong>
It's quite diverse. There are markets where operators have seen a small uplift in ARPU (average revenue per user) on the back of 5G. Then we start to see some of the pricing normalising. In some markets, the pricing is used by the operators to offer 5G as a differentiated service.
Airtel and Jio are getting into equipment development using OpenRAN, etc? Does this pose a threat to traditional vendors like Nokia?<\/strong>
We are making sure that our products are ready for a disaggregated procurement. I actually also see that this value shift creates an opportunity because if we move this disaggregation towards software in a good way, it will allow for new software models to occur not just in telecom operators' space but beyond. It's not a dramatic increase in investment, it is a mild shift to get the value shift captured.
In India, telcos will have to build system integration (SI) capabilities, if they want to go towards disaggregated networks. They have to see if they have it (SI) in-house or they outsource it.
Certain operators in India have more competence than others but I actually don’t see any of them start manufacturing radios. In my opinion, a globally harmonised software stack is the right way to go. But I don't see operators being a full vendor. In certain cases, they will take on certain capabilities, they will have to if they want to procure disaggregated networks.
You don't see a threat from that approach…<\/strong>
I see this as a value shift. You could look at this approach a value shift or as a threat. I just need to prepare for it. Today, if I end up doing eight out of the 10 things then I need to make sure I invest in those areas and be market leaders.
How do you view the Indian 5G standard – 5Gi?<\/strong>
There have been instances in previous generations of technologies for markets bigger than India trying to diversify the standard for local use. That didn’t pan out very well.
So, globally harmonised standards are the right way for an industry that is becoming the lynchpin of connectivity around the world. Otherwise, you will increase the cost of connectivity.
From Nokia’s perspective, what would you want from the new telecom minister?<\/strong>
I want to bring Bell Labs<\/a> assets to India. We have a small presence in India already with the lab, but I want to bring the global assets to revolutionise the Indian enterprise in the next decade. If the minister is open, I think we will be very open to having those conversations.
Bell Labs’ research is very much around progressive countries. I want to now find a confluence of that research with India because I know not only India but the world will benefit.
Your thoughts on PLI scheme for telecom equipment manufacturing.<\/strong>
We're expanding our manufacturing capability. We're applying for the PLI scheme to DoT. So I think from our perspective, it is a positive step.
Having closely seen the local telecom market, where do you see India for Nokia globally?
<\/strong>Nokia has traditionally done very good in this market. We have a pretty decent market share in wireless and fixed networks. We are substantial in India, from a go to market perspective. We also have a sizeable R&D and operations along with manufacturing. Manufacturing now has a sizeable contribution to global supplies. India is one of the most critical ones for both business and for delivery.
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乐动娱乐招聘ETTelecom采访:诺基亚的战略和技术总监OpenRAN, 5 gi,贝尔实验室和5 g在印度
在一次采访中ET的丹麦汗和Romit Guha(巴特拉表示,持续5 g试验将是一种浪费,如果他们只是测试的速度和延迟网络,而不是为企业开发的用例。
读到
印度市场是怎么塑造诺基亚吗?客户的数量急剧减少。
印度是一个最关键的业务和交付。拥有一个健康的一些顾客总是好的。我不是说我们确实有一些,但这是监管机构和政府思考。但是我们看到,这些客户提供像样的业务量。虽然我们没有出现在第三私人电信(Reliance Jio)在无线领域,我们仍将是一个有抱负的人。
从全球的角度来看,印度站5 g的哪里?
如果你看美国,中国,日本,韩国,还有5 g即使我们继续部署大量的4 g。但是谈话不是4 g了。大约5克,导致5 g先进。对话在美国、中国和欧洲大陆的一些地区已经进化到6克将会是什么样子的。这些谈话不会发生在印度。
但如果印度会推出5 g的同时美国或中国,只有顶面就能负担得起,因为设备价格点是从印度用于完全不同的。所以,我认为时间为5 g的需求在这里,现在。
印度电信公司确保他们准备有捕捉机会超越移动宽带。在印度的一些运营商需要一段时间准备全国4 g。我不认为有人想犯同样的错误。
诺基亚是一个更好的地方来获得更大份额的5 g派在印度吗?
有大机会fiberisation和固定宽带空间。此外,还有一个巨大的机会IP-fication的国家。谈话现在发展网络切片,将继续发展向5 g核心企业在印度的支持。有奇妙的机会我们,因为我们坐在安装基地。
你认为印度需要5 g试验吗?
有几个目的。例如,用户的技术,这是服务提供者,正在学习技术。你打算上一些企业看到如何地址以外的5 g移动宽带吗?使用的试验目的。但如果试验发现吞吐量和延迟,我不确定你真正学到一些东西,还没有被证明。
什么5 g服务成本印度消费者,与4 g ?
很多样化。有市场,运营商看到了一个小隆起ARPU(每用户平均收入)的5 g。然后,我们开始看到一些定价正常化。在一些市场,使用的定价是运营商提供5 g作为差异化的服务。
Airtel和Jio使用OpenRAN进入设备的开发,等等?这对诺基亚等传统厂商构成威胁?
我们确保我们的产品分类采购做好准备。其实我也看到这价值转变创造了一个机会,因为如果我们移动这个解集对软件的一个好方法,它将允许新的软件模型不仅发生在电信运营商的空间除了。这不是投资的大幅增加,这是一个温和的转变得到捕获的价值转变。
在印度,电信公司将不得不建立系统集成(SI)的能力,如果他们想用于分解网络。他们有看它(SI)内部或外包。
某些运营商在印度比其他人更有能力但我看不到他们开始制造收音机。在我看来,一个全球统一的软件堆栈是正确的路要走。但我不认为运营商作为一个完整的供应商。在某些情况下,他们将承担一定的功能,他们将不得不如果他们想采购分类网络。
你不会看到一个威胁的方法…
我认为这是一个价值的转变。你可以看看这个方法价值转变或视为威胁。我只需要为它做准备。今天,如果我最后做的10件事然后我需要确保我投资在这些地区,成为市场领导者。
你怎么看待印度5 g标准- 5 gi ?
有实例在前几代技术市场比印度试图多样化为当地的使用标准。意大利语也不会很好。
因此,全球统一标准的正确方法是这一行业的关键连接世界各地。否则,你将会增加连接的成本。
从诺基亚的角度来看,从新的电信部长你想要什么?
我要把贝尔实验室印度资产。我们在印度有一个小的业务已经与实验室,但是我想把全球资产彻底改变印度企业在未来十年。如果牧师是开放的,我想我们会非常开放这些交谈。
贝尔实验室的研究是非常进步的国家。我现在想找一个融合的研究与印度不仅因为我知道印度,世界将会受益。
你的想法在PLI方案电信设备制造业。
我们扩大生产能力。我们申请PLI计划点。所以我想从我们的角度来看,这是一个积极的步骤。
密切观察当地的电信市场,诺基亚全球你看到印度在哪里?
诺基亚一直在这个市场做得很好。我们有一个非常不错的市场份额在无线和固定网络。我们是大量在印度,从市场的角度来看。我们也有一个庞大的研发和运营生产。对全球供应制造现在有一个相当大的贡献。印度是一个最关键的业务和交付。
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