China Out India in: Jio-TCS to replace Huwaei gear from 5G in US

Jio has already developed its own 4G/5G stack and radio, which is made in India. TCS is also working on developing indigenous telecom stack and network equipment. This will help to reduce the US's reliance on Chinese vendors and improve the security of its telecommunications network.

Introduction

In a fast-changing tech and communication landscape, India and the US recently made substantial commitments at the G20 summit, impacting the future of 5G and 6G with the help of Jio-TCS.

At the summit, both countries reaffirmed their commitment to pushing forward these advanced technologies, and the US President welcomed Indian companies to participate in the Rip and Replace Programme.

This blog post delves into how this partnership affects telecom providers, the Rip and Replace Programme’s objectives, and the opportunities and challenges ahead.

The Rip and Replace Programme an aid for Jio-TCS

The Rip and Replace Programme initiated by the United States aims to phase out Chinese players. This is especially relevant for companies like Huawei and ZTE from the country’s telecommunications infrastructure. This strategic move involves replacing existing 4G equipment with modern and fully functional alternatives. The primary objectives are to enhance network security, reduce capital expenditure, and ensure adaptability to evolving business requirements.

Domestic(Jio-TCS) Telecom Solution Providers Emerge as Key Players

Several domestic telecom solution providers in India, such as Reliance Jio, TCS, and Tejas Networks, are optimistic about this partnership. Jio-TCS see it as an opportunity to accelerate demand for their products, both in the US and globally.

Reliance Jio: Jio is actively working on commercializing its ‘made-in-India’ end-to-end 4G/5G stack and radio. This homegrown solution could serve as a compelling alternative to established players.

TCS-led Consortium: TCS is leading a consortium that includes several local suppliers, currently deploying the BSNL 4G network using indigenous telecom stack and network equipment. These companies possess the potential to replace Chinese equipment providers not only in the US but also in European markets.

Smaller Players: Smaller Indian telecom companies like Lekha Wireless, Signalchip, Astrome, Resonous, and BigCat Wireless are also set to benefit from this partnership. They can export radios, telecom backhaul technology, 4G base stations, and other solutions to the US market.

Challenges and Opportunities for Jio-TCS

While Jio-TCS partnership opens doors for Indian telecom solution providers, some challenges and opportunities must be considered:

Scale and Brand Value: Indian companies may face competition from established giants like Nokia and Ericsson, which enjoy global recognition. Building brand value and scale will be crucial for these smaller players to succeed.

FCC Certification: The Federal Communications Commission (FCC) certification in the US is essential for ensuring product compatibility and security. However, some companies express concerns about the higher certification costs in the US compared to India.

Market Potential: Smaller players anticipate initial market opportunities ranging from $1-10 million. R&D efforts in 4G and 5G wireless solutions are vital, and they call upon the government to assist in securing a market for them.

Manufacturing and After-sales Services: Setting up manufacturing bases in the US, equipment maintenance, and financing requirements pose challenges for smaller companies. These aspects require careful consideration and support.

The Future of Telecom Technology

Furthermore, beyond the Rip and Replace Programme, India and the US have solidified their commitment by signing a memorandum of understanding between Bharat 6G Alliance and Next G Alliance. This signifies the commencement of a more profound level of public-private cooperation between vendors and operators. Additionally, joint task forces will be established to concentrate on collaborative efforts in Open RAN (radio access network) and research and development in 5G/6G technologies.

Conclusion:

India and the United States’ G20 summit commitment to Jio-TCS marks a new era in telecom tech development and collaboration. Domestic Indian telecom providers, both big and small, can use this partnership to expand globally. Challenges remain, but the potential for innovation and growth in 5G and 6G is significant. As these technologies progress, expect groundbreaking developments shaping future communication and connectivity.