This document provides an overview of the private network market in India. It discusses trends driving demand for private networks including outdated infrastructure, bandwidth constraints of legacy systems, and the need for improved productivity and safety. It analyzes competing technologies for private networks like WiFi6, LTE and 5G. The document outlines the business case for using LTE for private networks and provides examples of private network operational models. It also segments the Indian market based on connectivity needs, categorizes ICT spending in Indian industries, and provides forecasts for the private LTE market size and share in India through 2030. Key recommendations include establishing a dedicated product team to engage with potential customers like VIL.

1. Private Network
Analysis (India)
Presented by- Pratiksha Sachan

2. Industrytrends
Communication
Modernization
Industry
Digitalization
Obsolete Infrastructure
● LMR systems havebeentheprimarysourceof
communicationfor 60 years
● NarrowbandLMR channellimitsspeedto 9.6 kbps
Bandwidth constraints
● Growingdemandof high-speeddataapplications
● Demandto complementLMR with broadband
capabilities
High TCO on legacy technologies
● Purpose-builtLMR standardslikeP25 or TETRA
havehigh TCO
● Leverageeconomiesof scale offered bymobile
broadbandtechnologies
Need to generate new revenue
● Servicerevenuegrowth hasbeendeclining.
● Extendbusinessbeyond connectivityto breakthis
stagnation
Improve productivity and quality
● Relianceon wirednetwork aswirelessnetwork failto
guaranteereliabilityand low latency
● Mobilityrequirementsfor machinesand robotics
Human safety
IndustryTrends
Source : Ericsson,SNS Telecom &IT
● Real-timeinformationfor video surveillance
● Replacehuman-labourwith machines inhazardouswork
environment

3. CompetingtechnologiesforPrivateNetwork
Parameters WiFi6 LTE 5G
Environment
Office, home, vehicles, malls,
transportation hubs
All environments including those where
public LTE don’t exist
All environments including
industrial environments
Speed
Up to 9.6 Gbps Up to 1 Gbps in best cases Up to 10 Gbps in the initial phase
Density
Designed for densely populated
homes and offices
100,000 connections per square km 1 million connections per square
km
Mobility
Designed primarily for fixed locations Roaming from private to public
network. Capable of handover at high
speed (350km/h approx.)
Roaming from private to public
network. Capable of handover at
high speed (500km/h approx.)
Latency and reliability
>100 ms but doesn’t guarantee low
latency with high reliability as load
increases
40-50 ms when managed privately Ultrareliable low latency
99.9999% reliability
Frequency ranges
2.4 GHz to 5 Hz at launch extending
to 1GHz and 6GHz
Licensed and unlicensed spectrum,
including CBRS (3.5GHz) in the US and
5 GHz
Licensed and unlicensed spectrum,
600 MHz to mmWave(24-29 GHz
and 37-43 GHz)
Source : Deloitte

4. Thriving ecosystem
● LTE recognized as de-facto mobile standard
● Development of an ecosystem consisting of infrastructure vendors, chipset vendors and device vendors
Interoperability/
co-existence
● Standardized by 3GPP, LTE can co-exist with all legacy standards.
● Can operate in currently owned spectrum or new spectrum to be auctioned or refarmed
Performance
● Growing demands for high-speed and low-latency applications
● Provides sufficient coverage in industrial and remote environment
5G capabilities ● A paradigm shift in mobile network technology
● LTE is the evolution path towards 5G
WhyLTEforprivatenetwork?

5. PrivateLTEoperationalmodels
Independent private LTE network
Managed private LTE network
• Industry uses its own spectrum
assets.
• High initial CAPEX
• Rollouts for small scale network
• Greater control over capacity and
coverage
• Service provider uses its spectrum
assets
• Spectrum can be used by specific
entity or multiple entities
Ericsson Solution
• Industry Connect
Ericsson Solution
• Flexible deployment of private
network
Source : Ericsson,SNS Telecom &IT

6. Whatanenterprisewants?
Private network
solution provided by
CSPs
(Core product)
Monitoring and
tracking
Hazard and
maintenance
sensing
Smart surveillance
Enhanced video
services
Connected vehicle
Remote operation
Real-time
automation
Autonomous
robotics
Ericsson Case
Studies
Mining
Port
Automotive
Energy and
utilities
Oil and gas
Manufacturing
Airport
Railways
Industrial use-cases (Augmented product)
Needs
addressed
Non-stop
processes
Process
automation
99.99%
availability
Security
Everything
connected
Visibility and
monitoring
Data-driven
decisions
Asset
identification
Source : Ericsson

7. Indianmarketsegmentationbasedonconnectivityneeds
Compelling reason to buy
Target customer
• Energy
• Government
• Manufacturing
• Mining
• Transport & logistics
• Utilities
• Consumer needs
• Food service
• Health care
• Pharma
• Retail
• Construction • Communication
• Education
• Financial services
• Information technology
• Insurance
• Media
• Medical devices
• Retail banking
• Travel and leisure
Source:
GlobalData

8. CategoriesofICTspendforIndianindustries
ICT spend categories Expenditure of private LTE
Business process outsourcing
ICT spend under these categories will remain as it
is with or without private LTE
Application development and management
Business process application
Client computing
Cloud computing
Consulting services
Data and analytics
Data center and hosting
IT management
Server
Storage
Mobility
Networking
Private LTE expenditure will fall under these
three categories of ICT spend by enterprises
Security
Communication & collaboration
Source:
GlobalData
Networking
Fiber optic, LAN/ WAN services, switches,
router, Digital subscriber line, VPN, Cable
internet,
Security
Firewall, VPN, Network security, Server
security, Web security, Data protection, end-
to-end security platforms, Multi-factor
Authentication
Communication & Collaboration
Enterprise fixed voice, mobile data and voice,
video conferencing services, Managed IP
telephony services, other communication
platforms

9. 5,284
5,512
5,800
6,147
6,455
6,778
7,116
7,472
7,846
8,238
-
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
9,000
2021 2022 2023 2024 2025 2026 2027 2028 2029 2030
ICT spend in India
Communications and collaboration Networking Security Total ICT spend
ICTspendinIndianIndustries
Source:
GlobalData
Source: Mobile
Experts
Note: All units in MUSD
• Total ICT spend is for 6 identifies target
segments (Manufacturing, Mining,
Government, Transport, Energy and
Utilities)
• 2021-2024 is the actual data of ICT spend
in these market segments
• 2025-2030 is the estimated ICT spend of
the market segments based on IoT device
market adoption rate

10. PrivateLTEmarketshareinIndia
Note: All units in MUSD
Source:
GlobalData
Source: SNS
Telecom & IT
5284
5512
5800
6147
6455
6778
7116
7472
7846
8238
53 110 232 307 387 474 569
747
937
1103
1%
2%
4%
5%
6%
7%
8%
10%
12%
13%
0%
2%
4%
6%
8%
10%
12%
14%
16%
0
1000
2000
3000
4000
5000
6000
7000
8000
9000
2021 2022 2023 2024 2025 2026 2027 2028 2029 2030
Private LTE market size
ICT spend in India Estimated Private LTE market in India
%age of ICT spend as private LTE in India
1%
2%
3%
5%
6%
7%
8%
10%
12%
13%
0%
2%
4%
6%
8%
10%
12%
14%
16%
2021 2022 2023 2024 2025 2026 2027 2028 2029 2030
Trend comparison with developed economies
% of ICT spend as private LTE in USA
% of ICT spend as private LTE in Europe
% of ICT spend as private LTE in India

11. VILshareandEricssonshare
Note: All units in MUSD
Assumption:
• VIL market share by revenue is 24% in 2020
• Ericsson share in VIL is 30% in 2020
• This remains same till 2030
13
26
56
74
93
114
137
179
225
265
2021 2022 2023 2024 2025 2026 2027 2028 2029 2030
VIL share in Indian Private LTE market
4
8
17
22
28
34
41
54
67
79
2021 2022 2023 2024 2025 2026 2027 2028 2029 2030
Ericsson Share in VIL revenue of private LTE

12. Conclusionandrecommendation
• Enterprise revenue has increased by 25% cagr even
though total revenue has declined by 0.44% cagr (
Q3FY20-Q3FY21)
• Expects to maintain its market share of ~52% in
connectivity market
• Focus on business services & fast-growing new segments
• IoT use-cases across industries
• Rich enterprise offerings
• Building a separate team for enterprise offerings headed
by Abhijeet Kishore
Vi’s strategy prioritizes Enterprise revenue
• Presented our PN portfolio in detail showcasing our current
capabilities and future vision
• Demonstrated our global level engagements through case
studies across the globe
• Showcased our work in India
• Estimated Indian market for PN and shared to Vi
• Continuously engaging with Vi to understand their
requirements
• Answering their queries around spectrum, government policies
and any other area to build their expertise
Our engagement with Vi
Recommendations
A dedicated product team for enterprise products to :
• To continuously engage with Vi enterprise team and gather solution requirements on Private networks
• To prepare a BoQ for a sandbox solution and start discussion with the commercial team
• Gather understanding of our globally deployed solutions

13. Appendix

14. Source : GlobalDataMarketOpportunityForecaststo 2024: ICT in India
Industry ICT needs Companies Source
Construction Production, procurement, operations, sales , customer
relations. Focus on cloud platforms and application
development
Larsen & Toubro Ltd,Tata Steel Ltd, JSW Steel Ltd,
Steel Authority of India Ltd, UltraTech Cement Ltd
ibef.org
Communication (Telco service) Enterprise application development, network equipment,
security
Bharti, Jio, VIL, BSNL ibef.org
Consumer needs Supply chain optimization, market expansion, efficient
manufacturing plants
FMCG ( ITC, HUL, Dabar), Consumer durables ( Voltas,
Compton, blue star)
ibef.org (Consumer
durables), ibef.org
(FMCG)
Education IT security management, content filtering/VPN/anti-
spam/firewalls, web conf. tools
Colleges/ Institutes ibef.org
Energy Security sensors, SCADA, dedicated internet/ leased line Adani, NTPC, Power grid ibef.org
Financial markets Network equipment, application development, market
reach
Muthood Finance, Bajaj Finserve, ICICI prudential life
insurance
ibef.org
Food service R&D, Operations, Audio/Video conf., network sensors,
IoT/M2M security
restaurants, school and
hospital cafeterias, catering operations, home delivery
Wikipedia
Government
Healthcare Network equipment, enterprise application, managed
cloud, data and analytics, VoIP
hospitals, hospital-based pharmacies, and projects and
consultancy services
ibef.org
Information Technology Manage wired network , Other usual business IT companies like TCS, Infosys, Wipro ibef.org
IndustryAnalysisintermsofICTneeds(1)

15. Source : GlobalDataMarketOpportunityForecaststo 2024: ICT in India
Industry ICT needs Companies Source
Insurance Application lifecycle management, UCC software, IP-contact center
services
HDFC life, LIC ibef.org
Manufacturing Network sensors, real-time location tracking, satellite and wireline services
for IoT connectivity
Maruti Suzuki, JSW( Steel manufacturer) ,
Ultra Tech Cement ( Cement Manufacturer)
ibef.org
Media Content production and distribution ZEE, Star ibef.org
Medical Devices Data management and analytics software, IoT devices, cellular service orthopedic devices, cardiovascular devices, surgical devices,
therapeutic devices, mobility assist devices, self diagnostic
devices, and neurostimulators
marketandmark
ets
Mining Security sensors, IoT platforms, cellular services, data management and
analytics tool
Pharmaceuticals Local manufacturing plants, ERP solutions Sun Pharma, Cipla ibef.org
Retail Business process management, client devices, UCC tools Dmart, Shoppers stop ibef.org
Retail Banking Unified communication & collaboration, dedicated internet/leased line Banking services to general public wikipedia
Transport and logistics Automation, human safety Shipping & Ports : Adani ports, APM terminals (Port
Pipavav),Airlines & Airports,Rail & Roads
pwc
Travel and leisure Team collaboration software, security sensors, VoIP services Indian Hotels limited company (Taj Hotel), Mahindra
Holidays and resorts limited India --- part of leisure and
hospitality business
ibef.org
Utilities Unified communication and collaboration, fiber broadband, data analytics,
cloud migration
JSW power,TATA power, GVK power moneycontrol
IndustryAnalysisintermsofICTneeds(2)

16. Source : Ericsson,SNS Telecom andIT
Industrialtrendsinselectedsegments
Manufacturing ( Factories)
• Two-way communication
between machines and humans
• Remote control of equipment
• Monitoring key sensors of smart
factory robotics
• AR/VR and remote operations
• Minimize the downtime
Energy and utility (oil & gas, power
generation)
• Adoption of real-time operations
• Monitoring of distributed energy
resources (eg. Digital twins)
• Enablement of secure and
quality services
Transportation (Railway, Ports, Airports)
• Higher bandwidth to add new services like
video surveillance
• Enhance existing capabilities of existing train
control applications
• Bolster capabilities of PIS ( passenger
information system)
• High speed broadband service for ships
within 100KM area
Mining
• Remote site operations with
limited commercial mobile
coverage
• Low latency and high
bandwidth for M2M
• Enhance productivity and
safety
Military
• Replace slow and expensive
LMR system
• Increase demands of
bandwidth intensive
applications like live video feeds
Public safety
• LTE is viewed as an all-inclusive critical
communication platform for the delivery of
multiple mission-critical services ranging
from PTT group communication to real-time
video surveillance