EVP & Chief Technology & Strategy Officer, Mavenir Systems, Inc.
Mr. Bejoy Pankajakshan speaking at India Mobile Congress 2019
Mr. Bejoy Pankajakshan, Executive Vice President and Chief Strategy Officer, Mavenir speaking on "Evolving roles of OEMs in the digital revolution." at #IMC2019
Transcript (2 segments)
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Host0:08
To call upon stage Mr. Bejoy Pankajakshan from Mavenir, let's welcome him on the stage, ladies and gentlemen.
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Bejoy Pankajakshan0:34
Good afternoon everybody. First, I want to thank the organization for the opportunity. The presentation is on the evolving role of OEMs in the digital revolution. The digital revolution is an ongoing process of social, economic, and political changes driven by digital technology, including computers and the Internet. We've seen phases: personal computing, network computing, and now cloud computing. This has impacted manufacturing, and today we focus on OEMs and their relationship with telco service providers. Mobile technology evolved from 2G (voice/text) to 3G (multimedia), 4G (VoIP, richer services), and now 5G, which brings a paradigm shift with SDN, NFV, open source, open RAN, AI, blockchain, and cloud automation. This introduces new non-traditional players and consolidation. OEMs must prepare through network transformation: making networks cloud-native, open, and supporting web-scale deployment. The radio market, representing 90% of operator spend, is being disrupted by open RAN, with 68% of operators globally exploring it. Operators face high capex and low ROI in India due to expensive spectrum, high debt (e.g., Vodafone Idea at 29x debt/EBITDA), and low ARPU. To launch 5G, Indian operators need over $50 billion. They must find new revenue by transitioning to web-scale models and offering non-telco services. The shift to multi-cloud environments creates opportunities for OEMs to port applications. Public cloud providers like Amazon are partnering with telcos. IoT and the AI of Things drive growth, with a projected 36% revenue increase. Private networks are enabled by 5G, allowing chipset makers and manufacturers to deploy their own networks. Gartner predicts 75% of enterprise IoT will incorporate AI by 2025, leading to up to 35% profit increase. New roles for OEMs emerge in white-box hardware, system integration, and network-as-a-service. India's initiatives like Digital India and Smart Villages are promising. Use cases like smart transportation and smart irrigation are realizable with the right ecosystem. Thank you.