Prediction Didn’t hold up AI assessment confidence: 95% certainty 4/5 debate potential 4/5

Sharma: Tejas Networks will replace Huawei globally within a year

Sharad Sharma · UPI Struggle Story, India vs The World, BRAIN DRAIN Challenge I Sharad Sharma I iSPIRT I Neon Show · Nov 10, 2023 · at 28:54

Sharad Sharma, co-founder of iSPIRT, discusses global telecom equipment oligopolies and argues Indian deep-tech hardware makers like Tejas Networks are positioned to capture global market share.

0:00 / 0:15exact quote · 15.6s

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“What if I tell you that a year from now, it'll be Tejas. And if it is Tejas, then you have to take me out for lunch. And if it is not Tejas, I'll take all of you out for lunch, right? As having lost the bed.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

The claim, plainly

Tejas Networks will emerge within one year as a major global mobile equipment supplier replacing Huawei in markets seeking alternatives.

a quote alone can be ambiguous, so this restates it with the references and context of the conversation around it resolved. AI-written; the tape below the player is the source.

Assessment

The speaker explicitly set a one-year deadline ('a year from now') from the November 10, 2023 podcast release date, setting the horizon at November 10, 2024. By that date, Tejas Networks had not emerged as a major global mobile equipment vendor or a primary replacement for Huawei in international markets. Industry market share reports from Dell'Oro Group, Omdia, and Gartner for 2024 confirmed that the global RAN market remained heavily concentrated (95%) among the top five vendors (Huawei, Ericsson, Nokia, ZTE, and Samsung). While Tejas Networks secured a major domestic 4G/5G deployment contract for BSNL in India (accounting for over 90% of its order book), its international presence by late 2024 was restricted to early-stage proofs-of-concept and small-scale trials. Furthermore, major international Huawei replacement programs in Europe and North America awarded contracts to established vendors such as Ericsson, Nokia, and Samsung, rather than Tejas Networks.

Dell'Oro Group market reports show the top five vendors (Huawei, Ericsson, Nokia, ZTE, Samsung) accounted for 95% of the global RAN market in 2024, with Tejas Networks not ranked among major global suppliers.
Tejas Networks' wireless revenue remained overwhelmingly concentrated in domestic Indian deployments (specifically the BSNL 4G/5G rollout via TCS), with international deployments limited to small trials and PoCs by November 2024.
Western and international carrier rip-and-replace programs targeting Huawei infrastructure selected established Tier-1 vendors (Ericsson, Nokia, Samsung) or alternative Open RAN consortia, with no commercial selection of Tejas Networks to replace Huawei in major international markets.

Checked against

[1] delloro.com [2] comsoc.org [3] telcomagazine.com [4] rcrwireless.com [5] informa.com [6] lightreading.com [7] wirecable.in [8] quartr.com

Tejas Networks annual report 2024 international revenue BSNL Tejas Networks global market share telecom Dell Oro Omdia 2024 Tejas Networks RAN mobile equipment vendor Dell Oro 2024 Tejas Networks replace Huawei international contracts 2024

assessed as of 2026-09-02

This assessment is an AI reading of a public statement, made against the cited references with the confidence shown. It can be wrong. The quote, the tape and the references are all on this page; if something is off, use report an error below. full disclaimer →

Mentioned

Huawei Tejas Networks

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