TELECOM SOFTWARE

Weathering the Storm

Telecom software providers have withstood uncertainties caused
by the economic slowdown and changes in the industry

Highlights
Telecom software vendors can leverage various components of
communication eco-systems spanning across semiconductors, mobile
devices, network elements, and service providers
Telecom software providers will have no dearth of opportunities,
as the vast array of technology companies optimize the software
delivered by them
52 | VOICE&DATA | JUNE-JULY 2013 | voicendata.com | A CyberMedia Publication

raditional computing has

been transformed, comput!"#$%&#&$ '()#*+,-#)(&./,0&#
/,# 1!"(+# 20&# )3(# /,# + &(# !#
an explosive growth in the
%),02,!# ,*# &-%+/0$,!(&# %!)# /%45(/&6#
The telecom industry is focusing more
,!#!(7(+#%!)#(89 (!/#/(9$!,5," (&#5 .(#
LTE, M2M, newer operating systems,
(/96#:$(+(# &#%!#(!,+-,3&#0+(&&3+(#,!#
!(/7,+.&# )3(# /,# /$(# !/(+!(/# %99(&&#
,!#&-%+/0$,!(&#,+#/%45(/&6#;&#%#+(&35/<#
communication service providers are
(!$%!9 !"# !(/7,+.# 0(+*,+-%!9(# /,#
+(-% !# 9,-0(22=(># -,4 5(# ,0(+%2!"#
&?&/(-&# %+(# "(// !"# $,//(+># %!)# /$(#
nexus of forces between social, mobile,
5,9%2,!<#95,3)#%+(#(!+ 9$ !"#/$(#7%?#7(#
communicate hence companies (such
as device manufactures, semiconductors
9,-0%! (&<#@AB&<#C@:#0+,= )(+&D#%+(#&$ '!"#/$( +#*,93&#/,7%+)&#&,'7%+(#%!)# /#
7 55# !)(()#4(#%#.(?#) E(+(!2%/,+6####
C!# /$(# 1!%!9 %5# ?(%+# FGHFIHJ<# /$(#
/(5(9,-#&,'7%+(#-%+.(/#7%&#$%-0(+()#
by a degrowth and decreased invest-(!/&#*+,-#/(5(9,--3! 9%2,!&>#+30((#
depreciation, which led to increase
in cost, while the companies import
(5(9/+,! 9# 9,-0,!(!/&<# &,'7%+(<# %!)#
0+,)39/&6# A,*/7%+(# 0+,= )(+&# $%=(#
weathered the storm caused by economic uncertainty and changes in the
9,--3! 9%2,!# !)3&/+?6#:$,3"$#/$(+(#
is increased pressure on returns, yet
the industry has remained resilient and
&# -%. !"# 9,!&/%!/# (**,+/&# /,# +(43 5)#
+(=(!3(#5,&&#%!)#%99(5(+%/(#"+,7/$6#K(&0 /(#/$(#*%9/#/$%/#/$(#-%+.(/# &#=,5%25(<#
?(/#/$(+(#%+(#/+(-(!),3&#,00,+/3! 2(&<#
which have brought charmsmart de-

Top Players (FY 2012-13)

Players

Revenue (in `crore)

Growth (in %)

FY 2011-12

FY 2012-13

TechM

5,490

6,873

25.2

TCS

5,171

6,032

16.7

Wipro

4,698

5,459

16.2

Infosys

3,441

3,880

12.8

HCL Tech

1,817

1,831

0.8

Sasken

520

475

-8.7

Others

4,455

4,855

9.0

Total

25,592

29,405

14.9

Others include: IBM, Accenture, Mindtree, CSC, Patni, Oracle, Aricent, NSN, Ericsson,
ALU and Huawei
V&D Estimates

. /#+*&%#*/%#&'!$*+,%$#* !*"4#*-%(/#++!$*-(>#%)*>4 /4*(,$4"*"(*?#*-&/B#0* !*

+#= /(!0,/"(%+^*/&%% #%+*&%#*0#-5(6 !$*
?%(&0?&!0*> %#5#++*!#">(%B+)*&!0*0#. /#+*&%#*= $%&'!$*9%(=*5#$&/6*(-#%&"!$* +6+"#=+* "(* :!0%( 0* &!0* _ !0(>+1*
@#5#/(=*+(3>&%#*.#!0(%+*/&!*&55*'=#*
leverage various components of com=,! /&'(!*#/(G+6+"#=+*+-&!! !$*&/%(++*
+#= /(!0,/"(%+)* =(? 5#* 0#. /#+)* !#">(%B*#5#=#!"+)*&!0*+#%. /#*-%(. 0#%+1*

Segments Boosters
@4#*B#6*"%#!0)*>4 /4* +*0% . !$*$%(>"4* !*
"4#*"#5#/(=*+(3>&%#*+-&/#* +*X&/4 !#G
"(GX&/4 !#* /(==,! /&" (!+* JXNXK*
that will bring in the concept of smart
5 . !$* !* "4#*/,%%#!"*$#!#%&'(!1* X&!6*
-%(0,/"+*5 B#*"#5#. + (!+)*4(=#*"4#&"#%+)*
+#"G"(-*?(8#+)*&!0*&5&%=*+6+"#=+*&%#*?#ing integrated with a wireless chipset to
#!&?5#*/(==,! /&'(!*/&-&? 5 '#+1*@4#*
quest to dwell in a smart digital living
room will drive demand for semiconductor vendors in developed markets.
;#/(!056*,5"%&*"4 !*5&-"(-+*&%#*/(=-#"!$*> "4*!#>*#%&*/(=-,'!$*0#. /#+*+,/4*
&+*+=&%"-4(!#+*&!0*"&?5#"+)*-%(. 0 !$*
(--(%",! '#+* 9(%* +#= /(!0,/"(%* .#!0(%+1*@4 %056)*"4#*=&%/4*"(>&%0+*$%##!*
technologies is driving the demand for
"#/4!(5($ #+* "4&"* /&!* /&-",%#* #!#%$6*
from the environment via photovol"& /)* - #`(#5#/"% /)* (%* "4#%=(#5#/"% /*
"%&!+0,/#%+1*2(,%"456)*"4#*-%#++,%#+* !*
performance of embedded processors

that support smart devices will be relentless and drive them towards higher
!"#$%&'(!)*+,--(%'!$*&!*#.#%* !/%#&+ing number of cores and higher clock
+-##0+1*2 3456)*"4#*-,+4*"(*"#+'!$*"4#*
edge of smaller geometries is leading to
semiconductor manufacturers ramping
up on leading-edge 22nm nodes.
7&+"56* !0,+"%6* #8-#%"+* 9(%#/&+"* "4&"*
among semiconductor devices; micropro/#++(%+)*:;;<+)*&!0*= /%(/(!"%(55#%+*> 55*
register higher revenue growth than over&55*+#= /(!0,/"(%*%#.#!,#+)*?,"*=#=(%6*
> 55*/(!'!,#*"(*+4(>*!#$&'.#*$%(>"41
:-&%"*9%(=*"4#+#)*"4#%#* +*&*-%(5 9#%&'(!*(9*7@A*?%(&0?&!0*!#">(%B+*&/%(++*
"4#*$5(?#)*&!0* !*C!0 &*"4#*"%#!0*> 55*$& !*
"%&/" (!* !#8"* 6#&%D+#.#%&5* (-#%&"(%+*

Market Share
Total Market Size: `29,405 crore

1.6%
Sasken

16.5%
Others

23.4%
TechM

6.2%
HCL Tech
13.2%
Infosys

20.5%
TCS
18.6%
Wipro

V&D Estimates

4&.#*&!!(,!/#0*"4# %*.#!0(%*-&%"!#%+)*
who will provide them the network infra+"%,/",%#*"(*+,--(%"*7@A1*;=&%"-4(!#*&!0*
"&?5#"*.#!0(%+*&%#*&5+(*&$$%#++ .#56*-,+4!$*7@A*0#. /#+1*E!*"4#*#!"#%-% +#*=(? 5"6* + 0#)* F% !$GH(,%GE>!GI#. /#* JFHEIK*
> 55* -5&6* (,"* &+* =(%#* #!"#%-% +#+* ?, 50*
"4#*%#L, + "#*-(5 /6*/(!"%(5*&!0*+#/,% "6*
5&6#%+* "(* #!&?5#* "4 +1* @4#+#* "%#!0+* > 55*
/%#&"#*$%#&"#%*(--(%",! '#+*&!0*#!4&!/#*
$%(>"4*9(%*+(3>&%#*-%(. 0#%+1*E-#%&"(%+*
/(!'!,#*"(*9(/,+*(!*(--(%",! '#+* !*"4#*
M2M services arena.

Players
C!*M+/&5*NOPQ)*@&"&*R(!+,5"&!/6*;#%. /#+*
4&0*&!* =-%#++ .#*$%(>"4*9%(=*"#5#/(=)*
including media and entertainment
> "4* &* $%(>"4* %&"#* (9* NP1SNT* JPU1NVT*
!* 2HNOPNK* (.#%* 9 +/&5* NOPN1* @R;* 4&+*
,!.# 5#0* ! /4#* -5&W(%=)* !&=#56* /5(,0*
?&+#0* "#5#/(=G !G&G?(8)* /5(,0* ?&+#0*
0#. /#*=&!&$#=#!"*-5&W(%=)*&!0*!#8"*
$#!#%&'(!*&!&56'/+*-5&W(%=*9(%*"#5/(+*"(*
5#.#%&$#*"4# %*(-#%&'(!+1*@4#*/(=-&!6*
+*#8-#/'!$*&*!(!G5 !#&%*$%(>"4*"4%(,$4*
"4#+#*-5&W(%=+1*C"*4&+* ! '&"#0*"(*9(/,+*
(!* /(55&?(%&'(!* !* &%#&+* (9* !9%&+"%,/",%#*+#%. /#+)*=(? 5 "6)*/5(,0)*&!0*;XF*
-5&W(%=+1*@R;*4&+*-#%9(%=#0*,! 9(%=56*
well across telecom service provider
&!0*#L, -=#!"*.#!0(%*+#$=#!"+1**@4#*
/(=-&!6*4&+*+ $!#0*&*=,5'G6#&%)*=,5'G
= 55 (!* 0(55&%* 0#&5+)* &/%(++* "4#* ">(*
+#$=#!"+* &!0* +(=#* (9* %#-%#+#!"&'.#*
wins include a managed services deal
9%(=* Y(%"4* :=#% /&!* /(==,! /&'(!+*
+(5,'(!*-%(. 0#%*"(*-%(. 0#*&--5 /&'(!*
support and maintenance services for
their core business processes.
C!*(%0#%*"(*-%(. 0#*?#Z#%*/,+"(=#%*
#8-#% #!/#* &!0* &$ 5 "6)* &* [\G?&+#0*
telecom service provider for providing managed services support across
!9%&+"%,/",%#)* &--5 /&'(!* +6+"#=+* &!0*
?,+ !#++* -%(/#++#+)* &* 0#&5* 9%(=* [;*
?&+#0* /(==,! /&" (!+* /(=-&!6* 9(%*
?&/B*(]/#*"%&!+&/'(!*-%(/#++ !$)*&!0*&*
A,%(-#&!*"#5#/(=*4&!0+#"*=&!,9&/",%#%*
4&+*&>&%0#0*@R;*&*5&%$#*"%&!+9(%=&'(!&5*
(,"+(,%/ !$* 0#&5* "(* 0% .#* !!(.&" (!)*
(-#%&'(!&5* #]/ #!/6)* &!0* ?, 50 !$* (9*
!#>*?,+ !#++*/&-&? 5 '#+1*
@R;* +*9(/,+#0*(!*?, 50 !$*&!0*/(!-

A CyberMedia Publication | voicendata.com | JUNE-JULY 2013 | VOICE&DATA | 53

TELECOM SOFTWARE

solidating its offerings looking at the

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Market Size ( in `crore)

Revenue (FY 2012-13)
DE/jF

IjPEJ^

I^P^jI

2011-12

54 | VOICE&DATA | JUNE-JULY 2013 | voicendata.com | A CyberMedia Publication

2012-13
V&D Estimates

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Market Outlook
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Malini N
malinin@cybermedia.co.in