Reliance Securities On IT: Rising 5G Adoption To Industrialise India’s Digital Services, Connectivity
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Reliance Securities Report
Global 5G rollout will accelerate digital transformation of enterprise in the current decade.
Telecom operators are expected to invest $1.1 trillion in next five years, out of which 80% will be spent on 5G infrastructure.
Expect incremental spending on network softwarization via network function virtualization/software defined networking and network analytics.
Limited impact of Covid-19; operators maintain earlier mid-term 5G rollout plans.
Tech Mahindra Ltd., which derives 40% revenue from telecom business, is well-placed to benefit from IT modernisation by the telecom operators.
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