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BSNL复兴之路具有挑战性:分析师
由于4 g服务不可用,BSNL已经失去了巨大的用户私人电信运营商的市场份额在过去的几年里,可能低于10%,市场由信实Jio,近36%。排名第二的Bharti Airtel有近32%的份额,而资金短缺的沃达丰想法有23%左右。
国营Bharat Sanchar Nigam说有限公司(BSNL)可能有兴奋剂1.64十万的卢比包但分析师和前公司高管说它的复兴之路是具有挑战性的,亏损的电信滞后于私营部门的竞争对手。
复兴计划的宣布了境况不佳的BSNL时私人电信玩家即将推出下一代5 g服务而BSNL尚未推出4 g移动服务。
“BSNL电信市场是一个重要的球员。但它不能恢复,除非竞争的最终目标是可以像一个商业私人球员或为政府发挥重要/战略作用。它不能,”电信专家的卖方Uppal说。”与私人球员竞争,BSNL需要更少的政府干预在决策、采购等更大的灵活性。”
由于4 g服务不可用,BSNL已经失去了巨大的用户私人电信运营商的市场份额在过去的几年里,可能低于10%,在市场领导的依赖Jio,其中近36%。世界排名Bharti Airtel有近32%的份额,而资金短缺吗沃达丰的想法有23%左右。
”是不现实的,政府认为通过给予财政支持,它将确保目标BSNL和目标可以实现。BSNL必须启用功能以商业精明的方式给予任何最后通牒,之前”Uppal说。
政府虽然说BSNL满足里程碑,将严格监控。交通部长Ashwini Vaishnaw最近警告BSNL员工“执行或灭亡”,表明政府将不遗余力帮助BSNL维持。
的前顾问RK博点,听起来BSNL的未来持乐观态度,一旦BSNL 4 g启动。
“BSNL 4 g的市场份额应该在2023年底20%左右。财团的解决方案将进一步支持迁移到5克。BSNL将竞争推动其他服务提供者。然而,服务质量和竞争力的价格将获得市场份额的关键,”博说。
政府最近批准了一项1.64十万的卢比对主要capex和opex复兴计划,除了清理其资产负债表和提高服务质量。目的是让病人事业单位由财政年度将盈利2026 - 27所示。然而,这并不是第一次,政府已经宣布BSNL的救援计划。在2019年,政府已经宣布了一项70000卢比包基金BSNL和MTNL自愿退休计划的员工成本拖累公司的主要原因。
专家说,电信是一个战略行业,这就是为什么政府需要BSNL生存。需要电信在边境地区,左翼极端主义等地区,除了在农村地区私营企业没有找到可行的提供服务。
但是,据一位ex-BSNL官员,有复兴的巨大挑战。
“BSNL将承担业务风险采用印度科技的锅印度4 g网络。它应该是最初实现试行之前整个网络,”这位官员说。
印度软件主要牵头的财团塔塔咨询服务公司将部署无线访问BSNL和核心网络的4 g的尝试。
但一锅印度4 g推出仍然是18 - 24个月,这意味着公司可以继续将份额让给竞争对手,专家说。
复兴计划的宣布了境况不佳的BSNL时私人电信玩家即将推出下一代5 g服务而BSNL尚未推出4 g移动服务。
“BSNL电信市场是一个重要的球员。但它不能恢复,除非竞争的最终目标是可以像一个商业私人球员或为政府发挥重要/战略作用。它不能,”电信专家的卖方Uppal说。”与私人球员竞争,BSNL需要更少的政府干预在决策、采购等更大的灵活性。”
”是不现实的,政府认为通过给予财政支持,它将确保目标BSNL和目标可以实现。BSNL必须启用功能以商业精明的方式给予任何最后通牒,之前”Uppal说。
政府虽然说BSNL满足里程碑,将严格监控。交通部长Ashwini Vaishnaw最近警告BSNL员工“执行或灭亡”,表明政府将不遗余力帮助BSNL维持。
的前顾问RK博点,听起来BSNL的未来持乐观态度,一旦BSNL 4 g启动。
“BSNL 4 g的市场份额应该在2023年底20%左右。财团的解决方案将进一步支持迁移到5克。BSNL将竞争推动其他服务提供者。然而,服务质量和竞争力的价格将获得市场份额的关键,”博说。
为什么BSNL复兴现在比以往更加重要?
大约两年前,因混乱的Delhi-headquartered电信与传言满天飞的关闭和总理纳伦德拉•莫迪的平凡的态度,现在将成为行业坚定的减少劳动力,满足新一代(4 g)的商业网络,越来越多的企业和有线业务。
政府最近批准了一项1.64十万的卢比对主要capex和opex复兴计划,除了清理其资产负债表和提高服务质量。目的是让病人事业单位由财政年度将盈利2026 - 27所示。然而,这并不是第一次,政府已经宣布BSNL的救援计划。在2019年,政府已经宣布了一项70000卢比包基金BSNL和MTNL自愿退休计划的员工成本拖累公司的主要原因。
专家说,电信是一个战略行业,这就是为什么政府需要BSNL生存。需要电信在边境地区,左翼极端主义等地区,除了在农村地区私营企业没有找到可行的提供服务。
但是,据一位ex-BSNL官员,有复兴的巨大挑战。
“BSNL将承担业务风险采用印度科技的锅印度4 g网络。它应该是最初实现试行之前整个网络,”这位官员说。
印度软件主要牵头的财团塔塔咨询服务公司将部署无线访问BSNL和核心网络的4 g的尝试。
但一锅印度4 g推出仍然是18 - 24个月,这意味着公司可以继续将份额让给竞争对手,专家说。
Anti-BSNL, pro-private政府决策导致了电信的下台:雇员工会
“当所有的私营企业,即,依赖Jio Airtel,沃达丰的想法从全球采购设备供应商如诺基亚、爱立信、三星,为什么独自BSNL应该针对采购4 g设备只能从印度供应商?“BSNLEU说。
State-run Bharat Sanchar Nigam Ltd<\/a> (BSNL<\/a>) may have got a shot in the arm with the Rs 1.64 lakh crore package but analysts and former company executives say the road to its revival is challenging, with the loss-making telco lagging far behind private sector rivals.
The announcement of the revival package for ailing BSNL came at a time when private telecom players are close to launching next generation 5G services while BSNL is yet to launch 4G mobile services.
\u201cBSNL is an important player in the telecom market. But it cannot revive unless the end goals are clear\u2014either it has to compete like a commercial private player or play an important\/strategic role for the government. It can\u2019t be both,\u201d telecom expert Mahesh Uppal<\/a> said. \u201cTo compete with private players, BSNL requires less government interference in decision making, more flexibility in procurement etc.\u201d
The announcement of the revival package for ailing BSNL came at a time when private telecom players are close to launching next generation 5G services while BSNL is yet to launch 4G mobile services.
\u201cBSNL is an important player in the telecom market. But it cannot revive unless the end goals are clear\u2014either it has to compete like a commercial private player or play an important\/strategic role for the government. It can\u2019t be both,\u201d telecom expert Mahesh Uppal<\/a> said. \u201cTo compete with private players, BSNL requires less government interference in decision making, more flexibility in procurement etc.\u201d
<\/div><\/div>Due to non-availability of 4G services, BSNL has already lost huge subscriber market share to private telecom operators over the last few years and held under 10% at May end, in the market led by Reliance Jio<\/a>, with nearly 36%. Second-ranked Bharti Airtel<\/a> had a nearly 32% share, while cash-strapped Vodafone Idea<\/a> had around 23%.
\u201cIt is unrealistic for the government to think that by simply giving financial support, it will ensure that objectives and goals for BSNL can be met. BSNL has to be enabled to function in a commercially savvy manner before giving any ultimatums,\u201d Uppal said.
The government though has said that BSNL has to meet milestones, which will be monitored strictly. Minister of communications Ashwini Vaishnaw<\/a> recently warned BSNL employees to either \"perform or perish\u201d, indicating that the government will leave no stone unturned to help BSNL sustain.
RK Bhatnagar, former advisor at DoT, sounded optimistic about BSNL\u2019s future, once BSNL\u2019s 4G is launched.
\u201cBSNL market share for 4G should be around 20% by the end of 2023. Consortium solutions will further support migration to 5G. BSNL will give a competitive push to other service providers. However, quality of service and competitive prices will be crucial for gaining the market share,\u201d Bhatnagar said.
\u201cIt is unrealistic for the government to think that by simply giving financial support, it will ensure that objectives and goals for BSNL can be met. BSNL has to be enabled to function in a commercially savvy manner before giving any ultimatums,\u201d Uppal said.
The government though has said that BSNL has to meet milestones, which will be monitored strictly. Minister of communications Ashwini Vaishnaw<\/a> recently warned BSNL employees to either \"perform or perish\u201d, indicating that the government will leave no stone unturned to help BSNL sustain.
RK Bhatnagar, former advisor at DoT, sounded optimistic about BSNL\u2019s future, once BSNL\u2019s 4G is launched.
\u201cBSNL market share for 4G should be around 20% by the end of 2023. Consortium solutions will further support migration to 5G. BSNL will give a competitive push to other service providers. However, quality of service and competitive prices will be crucial for gaining the market share,\u201d Bhatnagar said.
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