Friday, March 27, 2015

T&M related new opportunities in FY 2015



Here we had been discussing possibilities of test business in various new projects in the country.
As I write this blog,results of Spectrum Auction this year has come.Now if the telcos grab it with
positive way, lot of Capex will have to be spent over next 20 years by incumbent and new operators.

This Capex on T&M will be at least  2 percent of  mobile revenues combined with all circles.New services can spend more,like 4G and other data deployment services.Currently mobility telecom revenue is around 200,000 cr  and growing.

Among the bigger projects, India will be spending 10B$ for two chip manufacturing plants to be
established in Gujarat and UP.

Several public wifi projects will have to be undertaken including associated Smart City projects.

In Defence there is serious review on format of new AWACS project and so accordingly test platform
will have to be chosen.

Several corporates are putting special emphasis on Innovation based growth.We expect Tata Technologies will be a good consumer of T&M needed there in creating new tech.

Our IT majors like HCL tech and Persistent will likewise use new testers.

Overall things appear to be rosy for our industry.Lets closely track.

Wednesday, March 4, 2015

T&M opportunities under new environment: Manufacturing, Defense etc...



There are various opportunities for exploring testing and measurements under new manufacturing environment.Besides the Crucial Domestic Defense productions various other projects in wireless
and high technology programs.Our job as the T&M professionals will be to cover and penetrate these
accounts and do what kind of T&M applications are needed there.

- Fallout of merger between local units of Freescale and the other Semiconductor major.

-Local innovative companies,Indix, Manthan,IBS software,Persistent,Eka and Capillary

-Local fabrication of Analog semiconductors under a greenfield project coming up in MP by the
Indian unit of Cricket Semiconductorsrs, USA

-Defense and Aerospace components manufacturer Aequs Aerospace local subsidiary

-Nimbuzz Wireless related public wi-fi infrastructure with Ozone Networks /Newcall Telecom

-White Fi technology being exploited under White Spaces sponsored by Microsoft

-Two major Defense programmers namely the TCS (Tactical Communication Systems) and the BMS-
Battle Management Systems.Allocation overall can be as much as RS 50'000 Cr.Possible vendors are
BEL, Rolta,L&T and the TATa Power.


Such exciting and large manufacturing and integration projects offer big opportunities to a typical T&M company.Let us all put our resources for generating the measurement business.