Jio’s 5G Tech Stack Targets $121 Billion Global Telecom Market: Jefferies

Reliance Jio Platforms has built an indigenously developed, end-to-end 5G technology suite that could help the company capture opportunities in the global telecom equipment market worth $121 billion, according to a report by Jefferies.

In a note released on November 6, Jefferies said Jio’s 5G technology stack, which has already been successfully tested and deployed at scale for over 200 million subscribers in India, positions the company to expand globally. The brokerage highlighted that Jio’s approach offers a cost-effective, open-architecture solution, making it particularly attractive to operators in low-income markets where 5G penetration remains limited.

Full-Scale 5G Suite for Mobile and Broadband

Jio Platforms has created a comprehensive 5G technology ecosystem that covers both mobile and home broadband segments.
In the mobile space, Jio’s solutions include:

• Open RAN 5G radios

• 5G core network solutions

• Cloud-native operational and business support systems

• AI-driven automation platforms

These offerings are designed to reduce operating costs and increase scalability, which Jefferies says gives Jio a strong competitive edge against traditional, higher-cost equipment providers.

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Affordable 5G Access for Homes

In the home broadband segment, Jio has developed its patented multi-user Air Fiber solution, enabling cost-efficient Fixed Wireless Access (FWA) rollouts. This allows telecom operators to offer high-speed connectivity without heavy infrastructure investment.

Additionally, Jio’s use of Unlicensed Band Radio (UBR) technology enables higher network capacity and makes it easier to onboard more broadband users efficiently.

Global Opportunity Ahead

Jefferies noted that with global 5G adoption still in its early phase, particularly in developing economies, Jio’s low-cost and flexible stack can emerge as a viable alternative to expensive proprietary systems offered by global telecom giants.

The report added that Jio’s success in India, where it has already implemented the technology at scale, demonstrates the system’s reliability and commercial readiness for global deployment.

Strong Positioning for the Future

As global telecom operators continue to search for affordable, open-source 5G solutions, Jefferies believes Jio’s technology platform could unlock a new growth opportunity for the company outside India.

By leveraging its in-house innovation and large-scale deployment experience, Reliance Jio Platforms is positioned to play a significant role in shaping the future of global telecom infrastructure.

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