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Investment Potential new emerging areas Telecom infrastructure layer

Explore the investment potential in emerging telecom infrastructure to support the large digital economy and skyrocketing usage. Discover the core infrastructure capacity lagging far behind and the key inhibitors to growth. Recommendations for segregating investment case and policy support are also provided.

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Investment Potential new emerging areas Telecom infrastructure layer

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  1. Investment Potential new emerging areasTelecom infrastructure layer July 2019 All disclosures are based on best known public domain information and is for illustrative purpose only. LTV or it affiliates takes no responsibility for any accuracy in formation expressed or implied in this document. The recipient shall have the right to view this information for the purpose for which it is intended and disclosed. All trademarks and logos are respective to the organisations.

  2. LARGE DIGITAL ECONOMY .SKYROCKETTING USAGE, CORE INFRASTUCTURE CAPACITY LAGGING FAR BEHIND – A KEY INHIBHITOR TO GROWTH India Digital: An overview Size – $413bn As % of GDP – 15-16% Without IT/ITeS – <$250bn As % of GDP –8-10% By 2025, digital economy expected to be $1 trillion As % of GDP – 18-23% Digital usage increasing at rapid pace Infrastructure build is falling behind; lowest per capita fiber installation and lowest per capita (internet user) DC

  3. DATA (DIGITAL) USER EXPERIENCE AND COST OF DEPLOYMENT IN INDIA Very Large user base ( digital usage) High cost of deploying content Heavy Usage ( digital usage) Low deployed capacity Low QoS

  4. ABOUT 18-20 B USD INVESTMENTS NEEDED TO PLUG CAPACITY GAPCapacity needs to double 1.5-2 x the investments made so far over last 20 years needed- in next 5 years only

  5. CARRIER NUETRAL INFRASTUCTURE LAYERS SUPPORTING COMMON ACCESS PLAYERS……………… Non discriminatory open market based price and access to network FUTURE STATE CURRENT STATE Underlying policy and regulatory framework ……….WILL PROVIDE INDIA THE ADEQUATE INFRASTRUCTURE RETURNS TO SUSTAIN RAPID GROWTH

  6. CARRIER NUETRAL ACCESS PLAYERS………………ALSO HELPS

  7. RECCOMENDATIONS • SEGREGATE INVESTMENT CASE AND POLICY SUPPORT : ACCESS NETWORKS v/s CORE NETWORKS • Core network =terrestrial fiber , submarine, data centers = wholesale & enterprise • Access infrastructure = towers, spectrum , wireless = consumer , home broadband. • CRITICAL INFRASTUCTURE CATEGORISATON BENEFITS • To support this large capacity build out needed –policy support to IP1 • To support this foundational block for future access technology modernization -5G,IOT. • OPEN CABLE SUPPORT FOR SUBMARINE AND ILD. • FACILITATE FASTER RESOLUTION PROCESS FOR M&A and IBC PROCESS

  8. THANK YOU Amajit Gupta All disclosures are based on best known public domain information and is for illustrative purpose only. LTV or it affiliates takes no responsibility for any accuracy in formation expressed or implied in this document. The recipient shall have the right to view this information for the purpose for which it is intended and disclosed. All trademarks and logos are respective to the organisations.

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