If you look closely, youll see that APPU (average revenue per user) is rising. Ji did well, Bharti did well, and Vodafone idea struggled. Its future depends to a large extent on the decision of stakeholders. In the medium and long term, all three companies can do well in the Indian market. India has a huge market. You need to be cost competitive and have the best technology to succeed in India.
Q: Have you noticed any changes in the way operators sign contracts?
Q: How long do you think the government should launch 5g in India?
A: From the operators point of view, they are ready. With spectrum, it will be more convenient to invest in 5g because it will reduce production costs. The problem is the cost of spectrum, which the government must consider. For India, 5g will flourish after 2022, but 4G will still be the most used technology by 2025, as most users will still use 4G. I think 5g users will account for about 20% in 2025.
A: It does need some upgrades. Recently delivered technologies are already 5g ready. When market demand is heard, action must be taken. These moves will cost modernization.
Q: What do you think of the governments decision on bsnl and made in India program? Do you think Indian suppliers have the ability to enter this technology market and expand globally?
A: We understand the made in India initiative and we support these initiatives. However, if the cooperation (deal with bsnl) is terminated in a way that bsnl cannot deploy the best technology, its services will be delayed. You need to keep a balance so you dont get in the way of technology or damage.
A: We believe that in the future we will not be able to act as we did in the past. From the operation of the network to the learning of the network, this is largely done by manual work. This situation can not be sustained because it is unmanageable. So we have to introduce AI or machine learning use cases so that these tasks can be automated. Thats what the Indian team is doing.
Q: Will the way the world treats Chinese equipment suppliers cause some interference? What does this mean for Ericsson?
A: We invest in our supply chain, so we are not affected by geopolitical decisions. We dont think its because other people cant do business, so we can do business. We can only achieve business if we keep the advanced nature of technology and reduce costs as far as possible. Thats why we increased our R & D investment three years ago, and were doing it now.
Q: What security challenges do companies like Ericsson face? How should telecom companies cope with these challenges?
A: In terms of security, it is always best to have the latest version of the software, which contains fixes for security issues from other parts of the world. In terms of data security, I think big data can help. The more we understand the existence of these data, the more centralized their management is, and the easier it is to control when using data.