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					Scenario Description and
 Business Opportunity
        Analysis
     The Indian Broadband Scenario
               R. Balajee

    Midas Communication Technologies
                             Indian Telecom Equipment Industry
                               Product Categories           Revenue (in Rs Crore)          Growth
                                                                                         (in %age)


   Indian Telecom Scenario
                                                         FY ’05-06        FY ’06-07
                             ENTERPRISE EQUIPMENT
                          Voice Solutions                         1,106       1,413                  27.8
                          Router                                  1,059       1,437                  35.7
                          Switch                                  1,587       1,980                  24.8
                          Modem                                     266         335                  25.9
Indian Services   Industry (FY ’06-07)
                          Audio Video Conferencing                   74         100                  35.1
Categories             Revenue (Rs crore)
                          WLAN                                        Growth 150
                                                                    104                              44.2
                          Network Storage                           559
                                                                    (in %age) 995                    78.0
                          Network Security FY ’06-07
                      FY ’05-06                                     539         916                  69.9
                          Structured Cabling                        594         817                  37.5
Fixed line                   34,161                30,190                  -11.6
                          Network Integration                       905       1,279                  41.3
Cellular                  NMS35,994                56,183           526     56.1709                  34.8
NLD                       Others*
                               9,015                7,186           614    -20.3824                  34.2
                          Total                                   7,933      10,955                  38.1
ILD                            7,251
                          CARRIER EQUIPMENT        11,506                     58.7
Internet and                      1,620
                             Broadband Infrastructure  2,040 642                26
                                                                                 895              39.4
Broadband                    Wireless Infrastructure        11,411              16,677            46.1
                             WiMax                               0                  88             NA
VSAT                                 443
                             Telecom Cables
                                                         540 1,459            21.9 961           -34.1
Radio Trunking                         38
                             Transmission                 36 765               -5.3
                                                                                 1,266            65.5
                             Test & Measurement
TOTAL                         88,522                 107,681 358              21.6 407            13.7
                             Telecom Software               11,519              17,871            55.1
                             Telecom Turnkey                 2,837               3,688            30.0
                             VSAT                              327                 360            10.1
                             Others**                          380                 550            44.7
                             Total                          29,698              42,763            44.0
                             PHONES
                             Mobile Handsets                     14,258         21,434               50.3
                             Fixed Phone                          1,906          2,018                5.9
                             Total                               16,164         23,452               45.1
                             GRAND TOTAL                         53,795         77,170               43.5
                             V&D estimates CyberMedia Research
    Broadband Blues
•   2.47 million Broadband subscribers
    – As of July against internet subscriber base of 9 million
    – Compared to 56million in china where 100000 subscribers have begun on IP-
      TV expected to reach a million
    – How much of 2.47 million can afford real sustained 2Mbps?
    – 48 million copper wired homes with falling ARPU’s


•   IP-TV more a bundled service than Driver
    –   2.5 million subscribers on DTH growing towards 6 million
    –   Pirated DVD’s at Rs.35
    –   Is IP-TV Content Aggregation Strategy or Data Strategy?
    –   Long term impact of internet video on IP-TV market ?
         • Broadband need they create is different from IP-TV


•   VOIP Services
    – Growth of ILD based on VOIP
    – Domestic VOIP plagued by QOS issues
Fixed and Mobile Growth
                                          Top Indian Mobile Operators
                                              (Based on Subscribers)          Top Fixed Operators (Based on Subscriber)
                                                                              Rank
                                                             Subscribers (millions)     Operator
                                                                                         Growth          Subscribers (in mn) Growth
                                                                                                       Share
        Company                                Circles       2005-06      2006-07        %             %FY '05-06 FY '06-07 (in %age)
  1     Bharti Airtel                          23            19.6         37.11          90
                                                                                        BSNL           23.9 36.77       36.70         -0.2
  2     BSNL                                   21            18.5         27.92          51
                                                                                        TTSL           17.8     4.02     4.36          8.5
  3     Reliance Communications                23            17.3         27.93         MTNL
                                                                                         61            17.7     3.88     3.80         -2.1
  4     Hutchison Essar                        22            15.4         26.44         Reliance
                                                                                         72            16.8     3.13     1.56       -50.2
  5     Idea Cellular                          11            7.4          14.0          Communicatio8.9
                                                                                         90
                                                                                        ns
  6     Tata Teleservices (Group)              20            4.9          11.4           136           7.3
                                                                              5         Bharti Airtel           1.34     1.27         -5.2
  7     Aircel                                 23            2.6          5.5            111           3.5
                                                                              6         TTML                    1.04     0.75       -27.9
  8     MTNL                                   2             2.0          2.8            38            1.8
                                                                              7         HFCL                    0.23     0.25          8.7
  9     Spice                                  2             1.9          2.7            41            1.7
                                                                              8         ShyamTelecom            0.17     0.22         29.4
  10    BPL Mobile (Mumbai)                    1             1.3          1.1            (20)          0.7
                                                                                        Total                 50.58     48.91         -3.3
        Total                                                90.9         157.0          73            100
  Source: CyberMedia’s flagship telecom industry journal Voice&Data’s V&D 100 July 2007
Top Fixed Operators (Based on Revenue)Top 10 Service Providers (FY 2006-07)
Rank       Operator                             Rs crore Growth
                              Revenue (inService Providers                                    Revenue (in Rs. Crore )             Growth
                                      Rank  )                (in %age)              FY 2005-06            FY 2006-07        (in %age)
                                      1        BSNL                                 40,177                40,135            -0.1
                               FY '05-06 FY '06-07
                                      2        Bharti Airtel                        11,291                17,888            58.4
1          BSNL                                    21,020
                                    25,195 Reliance Communications
                                      3                            -16.6            10,766                14,468            34.4
2          MTNL                                      4,116
                                     4,988 Hutchison Essar
                                      4                            -17.5            6,837                 10,565            54.5
3          Bharti Airtel             1,320 VSNL
                                      5              1,693          28.3            4,797                 8,857             84.6
4          TTSL                                      1,584
                                     1,081 Tata Teleservices
                                      6                             46.5            2,575                 5,178             101.1
5          TTML                       7713 MTNL 924                 29.6            5,561                 4,923             -11.5
6          Reliance                   8513 Idea        460         -10.3            2,990                 4,413             47.6
           Communication              9        Aircel                               977                   1,507             54.2
           s
                                      10       Tata Teleservices Maharashtra        1,097                 1,422             29.6
7          HFCL                        261             285            9.2
                                               Total                                87,068                109,356           25.6
8          ShyamTelecom                  90            108          20.0
                                      Source: CyberMedia’s flagship telecom industry journal Voice&Data’s V&D 100 July 2007
           Total                   34,161         30,190           -11.6
PC Penetration




 Quarterly PC sales figures from MAIT
   Internet Penetration




Both Internet usage & ownership limited amongst the lower SEC’s because of
High cost of enabling device, Cost of access from home or cyber café and
availability of content & hardware interface in vernacular languages.
Access Penetration




                     The driver for internet access
                     in the order are:

                     Communication needs
                     Educational needs
                     Entertainment needs
                     Others
 Pricing of Internet Access




The low Indian ARPU has propelled the broadband growth this far. To expand
into newer socio-economic regions and classes, cost-effective access technologies,
Intelligent service pricing and bundling of services to end-customers,
Managed Services to Operators from Vendors,
Vendor financing models based on revenue sharing are required.
Blockers for Broadband

         Poor Fixed Line Growth




           Low PC Adoption




         Very Low ARPU Market
Summary : Key Enablers for
Broadband Penetration in India
• Broadband access infrastructure to compensate for poor
  Fixed Line coverage
   – Wireless and/or Wire-line
   – Able to match a low ARPU subscriber base (Low Cost Access)
   – Seamlessly integrate with legacy back-haul (STM) as well as
     newer back-haul (IP)
   – Ability to offer Voice/VOIP services inherently


• Offering Computing services to beat Low PC adoption
   – Remotely Managed Computing services


• Newer Service Pricing model to make way for High AMPU in
  low ARPU markets
   – Newer Revenue models including Rentals
   – Vendor Financing models with service providers
      • Ex: CCB
Some Solutions
• Fixed Wireless solution that can match the ARPU to
  facilitate further broadband penetration
   – In-built with voice/voip capabilities
   – Cover distances ranging from 4Km to 10km
   – Need not deliver 10’s of Mbps, but upto an Mbps to deliver
     most broadband services of today
   – No spectrum bottlenecks to resolve


• Fixed Wire line solution that can match the ARPU to
  facilitate further broadband penetration
   – Highly Cost Effective
   – Minimal Infrastructure requirements; Outdoor deployable
     network
   – No local power requirements to facilitate fast deployments;
     Remote powered network
   – VOIP ready subscriber terminals
   – Triple-play capable network
BBcorDECT

    Fixed Wireless Broadband
            Platform
       DSL on Wireless
Seamless back-haul connectivity            Exchange Infrastructure platform               Base Station Site platform                     CPE capable of evacuating up to 1Mbps
on E1 with TDM voice or IP with            capable of evacuating up to 160Mbps            capable of evacuating up to 32Mbps
VOIP

                                                                                                                Base Stations

        Local Exchange



                                                                                                                                                                     Antenna
                                      V 5.2, CCS7,R2MF                                                  Base
                                                                                                        Station
                                                                                                        Distributor

              Local Exchange - PSTN
                                                                                                                      Radio Tower


                                                         E1 on STM                                                                                         CPE


         Internet                                         Voice/                      E1 links Fiber or DMW
                                                          VOIP                        Radio for Long distances                                                            Telephone




                                                     IP Network
                                                                                       Base Stations
                                                                       corVAN/
                                                                       Base Station
                                                                       Aggregator

                                          SIP/MGCP

                                                                                                         DSL connectivity on
                                                                                                         copper
                                                                                                         for short distances
                Soft-Switch

                                                                                          Radio Tower

       Cost Effective for High and Low subscriber densities
                                                                           DECT Spectrum: 1880-1900 Mhz                     On Air distance from 4Km to 10Km
       as well as high and low coverage areas
                                                                           No new allocation of spectrum
Centralized, Micro-Cellular Architecture
Deployment

•   Choose a centralised location
    for corVAN, where voice/voip
    and IP traffic can be handed
    over to Exchange

•   Locate the Base Station
    Distributors to create cell
    sites, wherever coverage is
    needed.

•   Wireless or Fiber connectivity
    to the Base Station
    Distributors

•   Base station configuration will
    depend on the subscriber
    densities.
Distributed, Micro-Cellular Architecture
Deployment

• Locate a Base Station
  Aggregator where coverage is
  required.                                                        XBS Array



• Extend IP or E1 V5/SS7
  connectivity to BSA
                                          E1 for TDM Voice


• Create Base Station Cell Sites    IP for VoIP/Data
                                                         Base Station
  close to BSA location
                                                                        Radio Tower
                                                         Aggregator




• Base station configuration will
  depend on the subscriber
  densities.
Application Areas

•   Fixed Wireless Broadband for low ARPU scenarios
     – Voice and Effective Broadband Data

•   Broadband Wireless Coverage for TNF areas for Incumbents

•   DECT Upgradation/Replacements

•   Extending Last Mile Wireless Broadband for Community Specific
    applications and Public Utility services
Ethernet To The Home

    High Bandwidth Services at
           Lowest TCO
        Ethernet To The Home
                                                                                                Rugged, outdoor                         Splitter CPE
                                                                                                                      Resident
                                                                                                Managed Ethernet      building
                                  INTERNET
 Telshine Backend                                                                               solution
      System                      •IP Telephony                 Remotely powered
                                  •Video Conferencing           from a central location                                                 Splitter CPE


                                                                                                                          Access
                    Omni                                                                                                  Switch
                    Switch                                                                            Resident                          Splitter CPE
                                                                                                      building
                                                                                     Resident
                                                                                     building
                                                          NMS
                                                                                                                                        Splitter CPE

                                                                                      Access           Access
                                                                                      Switch           Switch
                                                                                                                                    Splitter CPE
10 TV                                   TV                                                                Resident
                                                                                                                                    at every home
Channels                            Broadcasting                     Roadside                             building
•5 off-air   5 off-air domestic         hub                           uPOP
•5 server                            (JRC @7TH
                Channels via
                fibre                  Floor)                           M2404
                                                                                     Resident
                                                                100+V,               building
                                                                10 Amps                                               Resident
                                                                AC Source                                             building              PC
                                                                                                                                   IP or
                                                                                                                                                  IP
                                                                                                OANOC                              Analog
                                                                                                                                                  Set Top
                     Cisco                        Cisco                                                                            Phone
                                                                                                                                                  Box
                     Switch                                                                M2404
                                                  4507            Metro E (GE)
                                                                                                                          Access
                                                                                               uPOP                       Switch




  Cisco Backend System

                                                                        M2404
                                                                                                                                    Triple-play ready
       Headend (BMC)                         Main Node (JRC)                        Ethernet To The Home at Access Node             Customer
                                                                                    The Lowest TCO Solution                         Premises
   ETTH Product Family
Access and Aggregation Switch: M2404                      Resilient Distribution Switch: C16 Switch
24 FE & 4 GE ports, supports 2 optical fiber Gigabit      16 FE ports with multiple uplink ports supported
Ethernet interfaces (SFP)                                 Powered remotely via PoE
Advanced Layer 2+ feature set including VLAN              Range of 300 meters @ 10Mbps
Stacking, Multicast                                       Manageable Switch
                                                          Ideal for higher subscriber densities and outdoor

                                    M2404



                                                Metro Ethernet Ring
Increase service reach of Metro Ethernet
without compromising on Service Levels                                                   Access Switch

and QoS
                                                                      C5 Switch


Access switch: C5 Switch
5 FE ports, cascading support on one of the ports            Splitter CPE
Powered remotely via PoE
Ideal for indoor and low subscriber debsities
Extends service up to 300m from aggregation switch
(M2404) using up to 2 C5 switches
   September 17, 2011
                                                            Splitter CPE similar to C5 Switch with      19
                                                            Analog Telephone Interface for VOIP services
  ETTH - Some Deployment
  Scenarios
                                                                          C5Switch


                                      Gigabit                             C5Switch
                                      Ethernet               C16 Switch
                                                                                FE


Internet

                                                                                 FE




                                                 FE

                  FE

                         C16 Switch


                                                       C16 Switch
                                                      FE
            C16 Switch
           FE                                                              WiFi
                                                                           Access Point
     ETTH to augment Existing
     CATV Network…
                                                                                       Amplifier
                                                                                          Cs16
                       Multi Service
Internet               Access Platform

                                                                       Amplifier
                                    M2404
                                                                               Cs16


                                                            Cs16
       CATV Head-End               Optic Node
                                                Amplifier
                                                                               Cs16


                                                      Cs16
                                                                   Amplifier

                                                                                            Cs16
                                                  Amplifier

                                                                                      Amplifier
                                                                                                        Cs16
                                                                                                   Amplifier
                                                            Cs16


                                                      Amplifier




     September 17, 2011                                                                                        21
ETTH to Enhance Wi-Max
Network

                                                                                          16 ports, 13,14 or 15 subscribers
                                                                                                       Access
                                                                                                       Switch
              Wireless Device powered
                                                               Managed Device
              from remote through C-Switch
                                                                                  Access
                                                                                  Switch
                                                                   Access
                                                                   Switch
                                Lightning and
                                                              Distance between switches
                                surge protection
                                                     Access   100Mbps-150m
                                                     Switch
                                                                                                                   VLAN
                                                                                              Centralized
                                          Access
                  PoE adaptor             Switch                                              Power

 Distance between PC and
 subscriber -10Mbps -300m

                                         100+V,
                                         10 Amps
                                         AC Source
 Application Areas
• Centralized Power feed, No local infrastructure
  requirements (outdoor mounting), Low TCO, High
  Bandwidth Services

• Enhancing the Metro-Ethernet Network
    – Extending Ethernet services from Building Switch to Street


• Enhancing the GPON
    – Ethernet access network extended up to 2 km from GPON CPE


• Augmenting the CATV Network
    – Extend Ethernet services up to 2 km from nearest fiber drop


• Enhancing the WiMAX/Pre-WiMAX/Microwave Network
    – Ethernet access network extended up to 2 km from CPE
 September 17, 2011                                                 23
    – Significantly lowers CAPEX
Other Efforts
• Remotely Managed Computing Services on ETTH platform

• Novatium’s NovaPC service running in K.K.Nagar on ETTH

• Rental Computing Models to facilitate Cheaper computing
  services

• Vendor Financing for ETTH solution to enable ISP’s to
  upgrade and expand their infrastructure with least capex
  investment
   – Based on Revenue Sharing
  Thank You

www.midascomm.com
About Midas
Foundation
                         500 person R&D Team
Long term collaborative R&D with IIT-M   l   Founded in 1994 by IIT Madras alumni




              DECT, GSM, WiMAX, Ethernet, Routing, VoIP



                       IP Portfolio
                       Network protocols & Management Systems
                       Reconfigurable MSC-BSC-BTS-ST architectures
                       Extensible ASICs

September 17, 2011                                                            27
Partners & Alliances


     OEMs /
    Licensees
                     @ccess


    Solutions
    Partners              Nilgiri
                         Networks



Manufacturing


Semiconductor
  Partners

September 17, 2011                  28
Global…




                             Midas Installations
                     Wireless, DSL, Metro Ethernet
September 17, 2011    24+ countries, 3.5 mil Ports   29
Solutions for Emerging Markets

         Wireless              Wireline            Ethernet Access


   BroadbandcorDECT
                           Universal Loop           M2404 series
256+ Kbps Wireless DSL            Carrier         L2+ & L3 Ethernet
    Toll Quality Voice    Multi Service Access         Switches
         LightGSM          DIAS-xx series            C16 Series
        Rural GSM         Layer 2 IP-DSLAMs       16 port long range
                                                         outdoor
BroadbandcorDECT            R17xx series
                     NG                          Manageable switches
                           Enterprise & SMB
          1 Mbps                 routers
                                                           C5
     WiMax SNAP!                                 Layer 2, 5 port switch
                                                       with POE
           SACS

September 17, 2011                                                    30

				
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