Mobile:
India's Wireless Market: Model for the Next Phase of Global Wireless Expansion
Datacomm Research India’s Wireless Market: Model for the Next Phase of Global Wireless Expansion
Market Study January 2005
Additional conclusions found in India’s Wireless Market: Model for the Next Phase of Global Wireless Expansion:
1. Wireless market growth in India hinges on increasing tele-density above its current 1.7% level in the rural areas that represent 70% of the population. There is a realistic opportunity to add 100 million wireless subscribers over the next 2-3 years.
2. There are also significant opportunities for digital applications such as Push-To-Talk (PTT). The key to success is tying digital applications into local interests such as the Indian film industry, cricket craze, and local festivals.
3. India’s wireless market is a test bed for alternative infrastructure, handsets, billing systems, business models and marketing strategies that will likely prove applicable to other developing countries.
4. India’s telecom market is also a minefield. Vendors must not only understand the market, regulations, and competition: they must learn the nuances of India’s business practices and wireless value chain.
Table of Contents
KEY CONCLUSIONS
INTRODUCTION
INDUSTRY OVERVIEW
PRICE SENSITIVITY OF THE INDIAN MARKET
PREPAID
IMPACT OF REGULATIONS
RECOMMENDATIONS
INDIA’S TEN POINT PROGRAM
INDIA VS. CHINA: MOBILE GROWTH
FOREIGN INVESTMENT: PAST, PRESENT, AND FUTURE
CARRIERS: WHO WILL EDGE OUT WHO?
CARRIERS DOMINATE THE VALUE CHAIN
GSM VS. CDMA
BHARAT SANCHAR NIGAM LTD (BSNL)
RELIANCE INFOCOMM
TATA TELESERVICES LTD.
HOW CAN CARRIERS SURVIVE WITH SUCH LOW ARPU?
CHURN AND FRAUD
CARRIER CONSOLIDATION
RECOMMENDATIONS
INFRASTRUCTURE
HANDSET MARKET
SHRINKING GREY MARKET
NEW ENTRANTS
NEW MODELS
HANDSET MANUFACTURING IN INDIA
RECOMMENDATIONS
MOBILE DATA SERVICES IN INDIA: WHAT WORKS AND HOW TO MAKE IT WORK
SMS GROWTH
APPLICATIONS AND CONTENT
MULTIMEDIA APPLICATIONS AND SERVICES
THE ROLE OF PUSH-TO-TALK
APPLICATION DEVELOPMENT MARKET IN INDIA
MOBILE GAMING
ENTERPRISE APPLICATIONS
RECOMMENDATIONS
INDIAN WIRELESS MARKET: WHAT’S NEXT?
PRICE-SENSITIVITY DEMANDS INNOVATION
RURAL TELECOM: KEY TO FUTURE GROWTH
CDMA 450 KEY TO RURAL EXPANSION
WHERE DOES WIMAX FIT?
FUTURE OF INDIAN TELECOMMUNICATIONS
ABOUT THE AUTHOR
Chetan Sharma is a recognized expert on wireless technologies and markets, particularly wireless data solutions and business strategies. He is author of three books and numerous articles and reports on wireless topics
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Tables |
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Table 1: INDIA VS. CHINA |
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Table 2: INDIAN WIRELESS OPERATOR MARKET SHARE |
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Table 3: EXPANSION PLANS OF MAJOR OPERATORS |
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Table 4: INDIAN MARKET MEASUREMENTS |
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Table 5: MAJOR WIRELESS DATA PLAYERS |
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Table 6: INDIAN RURAL EXPANSION GOALS |
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Figures |
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Figure 1: INDIAN WIRELESS MARKET: DRIVERS FOR GROWTH |
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Figure 2: KEY EVENTS IN INDIAN WIRELESS MARKET GROWTH |
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Figure 3: FASTEST GROWING ECONOMIES IN ASIA-PACIFIC |
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Figure 4: INDIA WIRELESS MARKET: GROWTH IN SUBS AND REVENUES (2005-2009) |
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Figure 5: INDIA: NUMBER OF HOUSEHOLDS AND MONTHLY TELECOM EXPENDITURE |
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Figure 6: INDIAN WIRELESS MARKET: PREPAID VS. POSTPAID |
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Figure 7: REGULATORY CHALLENGES FOR TRAI |
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Figure 8: INDIA VS. CHINA: WIRELESS GROWTH COMPARISONS |
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Figure 9: INDIAN OPERATOR MARKET SHARE (AS OF DEC 2004) |
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Figure 10: INDIAN OPERATOR MARKET SHARE BY TECHNOLOGY |
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Figure 11: COMPETITIVE CAPABILITY OF VARIOUS INDIAN OPERATORS |
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Figure 12: SUBSCRIBER GROWTH FROM 2003 TO 2004 FOR TOP 5 INDIAN CARRIERS |
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Figure 13: INDIAN OPERATOR REVENUES |
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Figure 14: INDIAN WIRELESS MARKET: GSM VS. CDMA (2004) |
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Figure 15: ARPU COMPARISONS OF CARRIERS OF DIFFERENT LEADING NATIONS |
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Figure 16: INDIAN WIRELESS MARKET: MOBILE CONTENT REVENUE FORECAST (2005-8) |
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Figure 17: INDIAN WIRELESS MARKET: MOBILE DATA SERVICES REVENUE FORECAST (2005-8) |
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Figure 18: REVENUE SHARING (CONTENT) IN INDIAN WIRELESS MARKET |
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Figure 19: KEY WIRELESS DATA APPLICATION AREAS FOR INDIAN WIRELESS MARKET |
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Figure 20: INDIA: RURAL HOUSEHOLDS BY INCOME/MONTH |
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Figure 21: CHINA VS. INDIA – RURAL POPULATION |
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Figure 22: INDIAN RURAL AND URBAN TELEDENSITY GAP IS WIDENING |
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Figure 23: INDIAN WIRELESS MARKET: SWOT ANALYSIS |
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