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.
Fantastic opportunity for T&M in India. As we enter into the new FY in India, hope the industry can get a good start this year !
ReplyDeleteYes, Pavan. The industry has seen its up and down many times.For all of us it's important to catch the trend early and offer solutions.
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