Wednesday, February 29, 2012

T&M helping the new age Smartphone and "cell"

The onslaught of smaller femtocells and newer smartphones are putting design for testability and manufacturability challenges to T&M companies.No doubt the T&M OEMs are doing their best to show off achievement at Barcelona show as I write this blog.While Delhi streets were deserted due to strike protesting inflation and labour policy.In the Spanish town though there was quiet,I believe,and streets were at their usual charm.

The femtocell is just "cell" and Cisco is wanting to pile on this bandwagon and hype is created for LTE with NEMs claiming their wins in Europe and elsewhere.The T&M majors though are steadily advancing,few off course with tongue in cheek!

I remain quite confident that in 2012 we will find one vendor clearly outdistancing others on LTE testing.Particularly the TDD piece will come from behind and take the winners Crown.Revenuewise though among the Billionaire Club,we have new entry with NI creeping into the area of RF testing and Labview leading the charge.Voice over LTE and handoff testing will find new niches.Well optimism remains the winner!

Saturday, February 4, 2012

T&M market in India is looking for Telecom breakthru!

T&M market has seen big comedown since mid2008,and the trough of 2009 still haunts it.The policy debacles on the telecom front have serially created further complications.Now it looks like there is some hope that the recovery on policy front should happen shortly.The NTP can be officially announced shortly where we should see some manufacturing related initiatives.On the rollout side the mother hen of the industry will be the Fiberisation project(with additional funding to Defense)and the LTE rollout.The LTE rollout should really trigger more downstream opportunities to new market adjacencies.

The LTE rollout will precede with certification,compliance and conformance test prospects to some vendors who have yet not come to India.Entrepreneurs will discover them across the Globe.Their expertise will be encashed by India version of LTE and the testing and upper layer tools and software will get sold for this market.We should see the applications right across the devices,networks and management systems.The system approvals will also require testing gears of Dollar heavy variety.I believe all this should add to the lifting of revenue toplines to T&M.

On portables,and the lower layers side the fiberisation project handled by the BSNL should give a fillip to this.ALL in all there is optimism in the air after quite a bit of despondency.