India Telecommunications Report

Published 01 June 2015

  • 112 pages
  • Instant access to your report online and PDF format through your account library
  • Includes 3 free updated quarterly reports
 
$1,295.00
India Telecommunications Report

BMI View: Despite the huge investment opportunities posed by the lack of adequate broadband infrastructure in metropolitan markets and basic services in rural areas, the Indian telecoms market is challenging for new and established players alike. The fluid regulatory regime is open to highly variable interpretation by the government, the regulators and the most influential businesses while the fragmented nature of the mobile and wireline markets - caused by the imposition of a regional licensing scheme - means that investment has largely targeted the most affluent areas of the country and bypassed large numbers of rural consumers. In an effort to justify investment in mobile and broadband infrastructures, operators have resorted to intense price competition to win and retain consumers. This is not sustainable over the long term .

Key Data

  • By March 2015, the Indian mobile subscriber market supported 969.9mn subscribers; we forecast 994.0mn subscribers by the end of 2015 and 1.133bn by the end of our five year forecast period to 2019.

  • The deployment of 4G TD-LTE mobile broadband networks is well underway. Added to the ongoing rollout of 3G, there are considerable opportunities for operators to counter falling incomes from voice and messaging, although we caution that the premium non-voice services market is still in its infancy.

  • Operators harbour large numbers of inactive subscriptions and, as these are gradually stripped away, so a healthier picture of mobile ARPU development will emerge. However, reduced 2G voice and 3G data tariffs are undermining progress in this area.

  • 3G/4G subscriptions are forecast to grow from 133.9mn in 2015 to 216.2mn in 2019.

  • Wireline broadband is undermined by the high cost of services and devices as well as a lack of adequate infrastructure. The Bharat Broadband next-generation network project has made no progress in the last three years. We forecast total wireline and mobile broadband subscribers to rise to 33.9mn in...

Table of Contents

BMI Industry View
7
SWOT
8
Political
10
Economic
12
Operational Risk
14
Industry Forecast
16
Table: Telecoms Sector - Historical Data & Forecasts (India 2012-2019)
16
Industry Risk Reward Rating
20
Industry Risk Reward Index
20
Table: Asia-Pacific Telecoms Risk/Reward Index, Q315
24
Market Overview
26
Mobile
26
Table: India Mobile Market Regional Comparisons, 2014
27
Key Developments
27
Market Growth
28
Table: India Mobile Subscribers By Operator, March 2015
30
Usage
30
Table: Monthly ARPU - GSM (INR), Q414
31
Table: Monthly ARPU - CDMA (INR), Q414
32
3G/4G Developments
33
Table: Selected 3G Subscriber And Cell Site Data
33
Mobile Operator Data
35
Table: India Mobile Market Overview
35
Table: Bharat Sanchar Nigam Limited (BSNL)
36
Table: Mahanagar Telephone Nigam Ltd (MTNL)
36
Table: Bharti Airtel
37
Table: Reliance Communications
38
Table: Vodafone India
39
Table: IDEA Cellular
41
Table: Telenor/Uninor
43
Table: Sistema Shyam Teleservices (MTS India)
44
Asia Mobile Content
46
Wireline
50
Wireline Voice Market
50
Table: India Wireline Subscriptions By Operator, March 2015
51
Table: Urban/Rural Subscriptions By Operator, December 2014
53
Wireline Broadband
55
Table: India Wireline Internet Market, March 2015
55
Industry Trends And Developments
61
Regulatory Development
67
Table: Regulatory Bodies And Their Responsibilities
67
Competitive Landscape
74
Table: Key Players
74
Table: Selected Operators' Annual Revenue (INRmn)
74
Company Profile
75
Bharat Sanchar Nigam Ltd (BSNL)
75
Mahanagar Telephone Nigam Ltd (MTNL)
80
Bharti Airtel
84
Reliance Communications
88
Vodafone India
93
Regional Overview
97
Table: Nokia Networks - Selected Asian Contracts/Deals, 2014-15
100
Demographic Forecast
101
Table: Population Headline Indicators (India 1990-2025)
102
Table: Key Population Ratios (India 1990-2025)
102
Table: Urban/Rural Population And Life Expectancy (India 1990-2025)
103
Table: Population By Age Group (India 1990-2025)
103
Table: Population By Age Group % (India 1990-2025)
104
Glossary
106
Table: Glossary Of Terms
106
Methodology
108
Industry Forecast Methodology
108
Sources
110
Risk/Reward Index Methodology
110
Table: Risk/Reward Index Indicators
111
Table: Weighting Of Indicators
112

The India Telecommunications Report features BMI Research's independent industry forecasts on the future strength of India's ICT market, covering the fixed-line, mobile and internet segments and analyses latest regulatory developments and corporate news, including investment activity, mergers and acquisitions, joint ventures and partnerships. Leading operators and manufacturers are fully profiled, highlighting their quarterly financial performance, capital expenditure plans and latest contracts.

BMI's India Telecommunications Report provides industry professionals and researchers, operators, equipment suppliers and vendors, corporate and financial services analysts and regulatory bodies with independent forecasts and competitive intelligence on the telecoms industry in India.

Key Benefits

  • Benchmark BMI's independent telecoms industry forecasts for India to test other views - a key input for successful budgeting and strategic business planning in the Indian telecoms market.
  • Target business opportunities and risks in India's telecoms sector through our reviews of latest industry trends, regulatory changes and major deals, projects and investments in India.
  • Assess the activities, strategy and market position of your competitors, partners and clients via our Company Profiles (inc. SWOTs, KPIs and latest activity).

Coverage

BMI Industry View

Summary of BMI’s key industry forecasts and views, covering the ARPU, fixed-line, mobile (including 3G & 4G), internet and broadband markets.

Industry SWOT Analysis

Analysis of the major Strengths, Weaknesses, Opportunities and Threats within the wireline and wireless sectors and within the broader political, economic and business environment.

BMI Industry Forecast Scenario

Historic data series (2010-2013) and forecasts to end-2019 for all key industry indicators, supported by explicit assumptions, plus analysis of key downside risks to the main forecast.

  • Fixed-line Telephony – Telephone lines (‘000); telephone lines/100 inhabitants.
  • Cellular Telephony – Mobile phone subscribers (‘000); mobile phone subscribers/100 inhabitants; and where available, 3G & 4G subscribers (‘000); 3G & 4G subscribers/100 inhabitants; 3G & 4G subscribers as a percentage of overall mobile market.
  • Internet Markets – Internet users (‘000); internet users/100 inhabitants; broadband internet subscribers (‘000); broadband internet subscribers/100 inhabitants.

BMI’s Telecommunications Risk Reward Index

BMI’s Risk Reward Indices provide investors (vendors, operators and suppliers) looking for opportunities in the region with a clear country comparative assessment of a market’s risks and potential rewards. Each of the country markets are scored using a sophisticated model that includes more than 40 industry, economic and demographic data points to provide an Indices of highest to lowest appeal to investors, with each position explained.

Market Data Analysis

Detailed market analysis of the mobile, mobile content, fixed-line and internet segments, broken down into:

  • Market Data – Analysis of market size, operator shares, dominant trends, competitive landscape and key quarterly data.
  • Technology/Service Rollout – Analysis of rollout/adoption of new technology, such as 3G & 4G, WiMAX, IPTV, pay-TV, LTE and valueadded handset services (gaming, music, video, apps etc.).
  • Mobile Content – The latest trends in content and services available and being introduced by mobile operators, including a timeline of all the latest major mobile content developments.
    Company Database – A comprehensive breakdown of KPIs of the leading mobile operators, including subscriber figures by type (pre-paid and post-paid); 3G & 4G subscriber figures; net additions; market share; ARPU; churn rates; minutes of use; voice and non-voice revenue; financial figures (including operating revenues, net profits and EBITDA).

Regulatory Environment

Details of the regulatory bodies and their responsibilities, as well as a special focus on the rules surrounding competition and interconnection. Also covers the latest updates in the market’s development and regulatory rulings.

Company Profiles*

Examines the competitive positioning and short- to medium-term business strategies of key industry players. Strategy is examined within the context of BMI’s industry forecasts, our macroeconomic views and our understanding of the wider competitive landscape to generate Company SWOT analyses. The latest financial and operating statistics and key company developments are also incorporated within the company profiles, enabling a full evaluation of recent company performance and future growth prospects.

Sources

The Telecommunications Reports draw on an extensive network of primary sources, such as multilateral organisations, government departments, industry associations, chambers and company reports.

*Company profiles are not available for every country. Those reports instead contain information on the current activities of prominent companies operating in the market.

secure
Benefit from discounts when you add multiple products to your basket
2 Products SAVE 10%
3 Products SAVE 15%
4 Products SAVE 20%
5 Products SAVE 25%
6 Products SAVE 30%
7 - 20 Products SAVE 35%
21 Products or more SAVE 40%

Testimonials

'An essential, multi-faceted research tool. BMI’s thorough understanding of the major market players enables an informed – and informative – review of the sector’s actual performance, together with useful insights into current industry issues, which are topped-off with detailed and invaluable forecasts of industry and macroeconomic trends.’

Senior Research Analyst, ABC International Bank plc