Thanks Saikat, @banskt, for the insights. I have not delved much into satelite hence, as of now i have limited understanding of its impact of telco products. Also one of the risk I note is the health impact of small cell towers.
Deep dive continues – Small cells – Base Station Antennas BSAs
What?
Base station antenna radiates and receives the signal from user. Small cells boost the signal from macro-cell (traditional large towers). Hence, its worth noting that small-cell is not going to replace traditional large towers.
Source: https://tec.gov.in/pdf/Studypaper/TEC%20Committee%20Report%20on%20Rollout%20of%20small%20cells.pdf
Market size and growth:
BSAs market is USD9 billion dollar and it is likely to grow by 17% CAGR to reach about 28 billion by 2030.
Use cases – Large venues (stadiums, apartments, societies), connected cars, and autonomous cars (vehicle-to-everything (C-V2X), smart cities, smart transport,
Number of small cells required:
India shall need 5 to 10 times of existing large tower network (which stood at ~7.5 lakh towers in 2023). Hence, India will need about 40 to 80 lakh small cells as of today to completely deploy 5G in India. I think by 2023 only 3-4 lakh small cells were deployed. This puts market size of small cells between 1.6 lakh crores to 3 lakh crores (assuming cost per small cell at 5000rs per cell). There shall be a natural growth of the market as well. For small cell to grow India needs increased fiberation of up to 70% which is currently in 30-40% range. Hence, There is a room for growth for fiber (estimated in 11-12% range), large towers (5-15%), and small cells (30%+ for the next 3 to 5 years).
Source: Macrocell vs. Small Cell vs. Femtocell: A 5G introduction.
Other reads.
Macro cells vs. Small Cells – Wireless backhaul: Why we need small cells vs macro cells | Blu Wireless
Difference between 5G SA and NSA.
5G NSA vs. SA: How do the deployment modes differ? | TechTarget
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