Sterlite – OFC & Network Technology Play for the 5G Revolution

Vedanta group company Sterlite Technologies has over the years transformed from a pure play OFC (Optical Fiber Cable) manufacturer into a Network Solutions provider. The company now has 4 verticals – optical products (optical fibre, specialty cables), virtualised access products (programmable FTTx, virtualised RAN), network software (operating software and business software systems) and system integration services (network design and fibre rollout services). Sterlite’s manufacturing facility span across Asia, Europe and South America. It’s Software Innovation centers are all located in India.

Sterilte’s specialty cable capacity has gone up from 8m to 18m of cables and OFC capacity has scaled from 20m kms of fibre to 50m kms. In India you have seen the evolution from telecom to digital services after moving rapidly, from 2G/3G to now 4G. The industry will undergo further transformation, where apart from voice and data there is a new requirement of

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Why India may bypass and Vplus broadband in Favor of FTTH ?

Broadband in and Vplus (also known as 35MHz technology and super-vectoring) are two new technologies that will allow incumbent operators to deliver ultrafast 200Mbps+ broadband speeds using existing copper lines. Both technologies use existing fibre to the cabinet networks but enable the utilisation of a wider frequency band down the copper line from the cabinet to the home to achieve greater capacity and faster speeds. FTTH could be the best infrastructure for long-term future demands, but and Vplus could enable the postponement of FTTH spend for a decade or more where there are substantial number of DSL Subscribers on Copper Telecom Network.

Need for High DSL Broadband Speed

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Will Internet Economics in US Shift from Content Aggregrators to Carriers ?

US FTTH RolloutToday, most US households have access to one or two wireline broadband providers. This suggests owners of last-mile infrastructure enjoy a favorable competitive position other segments of the video value chain. However, there are four potential rival technologies that could upset the status quo: 1) Fiber-to-the-home (Google), 2) Next Generation Satellite (EchoStar/ViaSat), 3) Fixed Wireless (Dish Network) and 4) Next Generation Wireless (Sprint). In this note, we explore FTTH economics. Verizon FiOS has built fiber to about 15% of US households. In these markets a new FTTH builder would likely achieve 33%

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