This report provides a comprehensive, realistic,
up-to-date, and actionable report on the Indian wireless market.
The study is based on in-depth interviews with operators,
application developers, manufacturers, and other Indian market
participants. The report
describes the Indian market, value chain, competition, and
regulation and identifies the best and worst money-making
opportunities.
It provides answers to
the following questions:
-
What makes Indian wireless market unique?
-
What are the key drivers for growth?
-
What has been the regulatory impact thus far and what needs
to be done in the future?
-
Which sectors will make money?
-
Which players should better spend their energies elsewhere?
-
Which carriers are likely to dominate the market?
-
How does the content and applications market look in India?
-
Will the enterprise wireless market take off in India?
-
Why is the handset market so unique in India?
-
What are the prospects for 3G, which carriers are looking to
deploy next generation solution? What about WiMax?
-
What aspects of the market make it different from China?
-
What can other developing countries and rural economies
learn from India's growth?
Table of Contents
Key Conclusions
Introduction
Industry Overview
Impact of Regulations
India vs. China: Mobile Growth
Foreign Investment: Past, Present, and
Future?
Carriers: Who is going to edge out?
-
Indian Carriers dominate the
Value Chain
-
GSM vs. CDMA
-
Bharat Sanchar Nigam Ltd. (BSNL)
-
Reliance Infocomm
-
Tata Teleservices Ltd.
-
How are Carriers able to
survive at such low ARPU?
-
Carrier Consolidation
-
Recommendations for Carriers
Infrastructure
Handset Market
Mobile Data Services in India: What
works and how to make it work?
-
SMS Growth
-
Applications and content
-
Multimedia Appliations and
Services
-
What's the role of
Push-to-talk (PTT)?
-
Application development market
in India
-
Mobile Gaming
-
Enterprise Applications
-
Recommendations for
Application Developers
Indian Wireless Market: What's Next?
-
Price-sensitivity demands
innovation
-
Rural Telecom: Key to future
growth
-
CDMA450: Key to Rural
expansion
-
Where does WiMax fit in?
Future of Indian Telecommunications
About Author
List of Figures
FIGURE 1 INDIAN WIRELESS MARKET: DRIVERS FOR GROWTH
FIGURE 2 KEY EVENTS IN INDIAN WIRELESS MARKET GROWTH
FIGURE 3 FASTEST GROWING ECONOMIES IN ASIA-PACIFIC
FIGURE 4 INDIA WIRELESS MARKET: GROWTH IN SUBS AND REVENUES (2005-2009)
FIGURE 5 INDIA: NUMBER OF HOUSEHOLDS AND MONTHLY TELECOM EXPENDITURE
FIGURE 6 INDIAN WIRELESS MARKET: PREPAID VS. POSTPAID
FIGURE 7 REGULATORY CHALLENGES FOR TRAI
FIGURE 8 INDIA VS. CHINA: WIRELESS GROWTH COMPARISONS
FIGURE 9 INDIAN OPERATOR MARKET SHARE (AS OF DEC 2004)
FIGURE 10 INDIAN OPERATOR MARKET SHARE BY TECHNOLOGY
FIGURE 11 COMPETITIVE CAPABILITY OF VARIOUS INDIAN OPERATORS
FIGURE 12 SUBSCRIBER GROWTH FROM 2003 TO 2004 FOR TOP 5 INDIAN CARRIERS
FIGURE 13 INDIAN OPERATOR REVENUES
FIGURE 14 INDIAN WIRELESS MARKET: GSM VS. CDMA (2004)
FIGURE 15 ARPU COMPARISONS OF CARRIERS OF DIFFERENT LEADING NATIONS
FIGURE 16 INDIAN WIRELESS MARKET: MOBILE CONTENT REVENUE FORECAST (2005-8)
FIGURE 17 INDIAN WIRELESS MARKET: MOBILE DATA SERVICES REVENUE FORECAST (2005-8)
FIGURE 18 REVENUE SHARING (CONTENT) IN INDIAN WIRELESS MARKET
FIGURE 19 KEY WIRELESS DATA APPLICATION AREAS FOR INDIAN WIRELESS MARKET
FIGURE 20 INDIA: RURAL HOUSEHOLDS BY INCOME/MONTH
FIGURE 21 CHINA VS. INDIA – RURAL POPULATION
FIGURE 22 INDIAN RURAL AND URBAN TELEDENSITY GAP IS WIDENING
FIGURE 23 INDIAN WIRELESS MARKET: SWOT ANALYSIS
List of Tables
TABLE 1. INDIA VS. CHINA
TABLE 2. INDIAN WIRELESS OPERATOR MARKET SHARE
TABLE 3. EXPANSION PLANS OF MAJOR OPERATORS
TABLE 4. INDIAN MARKET MEASUREMENTS
TABLE 5. MAJOR WIRELESS DATA PLAYERS
TABLE 6. INDIAN RURAL EXPANSION GOALS
