Indian Telecom Sector Analysis (2006-2007)

• Much of the growth in Asia Pacific Wireless Telecommunication Market is spurred by the growth in demand in countries like India and China.
• India ‘s mobile phone subscriber base is growing at a rate of 82.2%.
• China is the biggest market in Asia Pacific with a subscriber base of 48% of the total subscribers in Asia Pacific. Compared to that India ’s share in Asia Pacific Mobile Phone market is 6.4%. Considering the fact that India and China have almost comparable populations, India’s low mobile penetration offers huge scope for growth.
• The Internet Access Market in India is all set to grow twice the existing value what with the increase in deregularization, literacy level, increasing consumer awareness, PC penetration etc.
• Broadband Wireless Market in India is all set to take off in a big way. Over 70% of the households in India has no access to wired lines and the number of mobile phone users far outnumbers PC owners. Such a scenario presents a very good opportunity for Wireless Broadband Services.

• What are the emerging trends in the Telecom sector in India?
• What is the future Outlook of the Telecom market in India?
• Who are the Key players in the Telecom Market in India?
• What opportunities exist for the Telecom market?
• What are the Challenges faced by the industry?
• How is the market affected by other factors prevailing in the economy?
• What are the emerging technologies in the Telecom Sector?

1. Analyst View

2. Research Overview

3. Industry Overview

3.1 Asia-Pacific Telecommunication Market

3.1.1 Wireless Telecommunication Market

3.1.1.1 Market Segment by Share

3.1.1.2 India’s Position in Wireless Communication Market

3.1.2 Fixed Line Telecom

3.1.2.1 Market Segment by Share

3.1.2.2 India’s Position in Fixed Line Telephony

3.1.3 Internet Access Market

3.1.3.1 Market Segment by Share

3.1.3.2 India’s Position in Internet Access Market

4. Industry Performance

4.1 By Products

4.1.1 Mobile Telephone Services

4.1.2 Fixed Line Telecom Services

4.1.3 Internet Services

4.2 By Vendors

4.3 State-wise and Circle-wise Segmentation

4.3.1 Mobile Telephone Services

4.3.2 Fixed Line Telecom Operators

5. Drivers for Telecom Industry

6. Opportunities and Threats

6.1 Opportunities

6.2 Challenges

7. Key Strategies of the Competitors

8. Future Outlook

9. Emerging Technologies

9.1 ZIGBEEE

9.2 DVB-H Technology (Digital Video Broadcasting- Handhelds)

9.3 HSDPA (High Speed Downlink Packet Access)

9.4 MIMO

9.5 1xEV-DO

10. Recent News & Developments

11. Key Market Players

11.1 Tata Teleservices Ltd

11.2 Mahanagar Telephone Nigam Ltd (MTNL)

11.3 Bharat Sanchar Nigam Ltd (BSNL)

11.4 Reliance Communications Ltd

11.5 Bharti Airtel Ltd

11.6 Sify Ltd

11.7 Hutchison Essar

11.8 Videsh Sanchar Nigam Ltd (VSNL)

11.9 Idea Cellular

11.10 Spice Communication Private Ltd

11.11 Aircel Ltd

List of Figures:

Figure 3-1: Asia Pacific - Wireless Telecommunication Services Market Value (in Billion US$), 2001-2005

Figure 3-2: Asia Pacific - Wireless Telecommunication Subscribers (in Million), 2001-2005

Figure 3-3: Asia Pacific - Wireless Telecommunication Services Segmentation by Country (%), 2005

Figure 3-4: India - Wireless Telecommunication Subscribers (in Million), 2000-2005

Figure 3-5: India & China - Wireless Telecommunication Subscribers (in Million), 2005

Figure 3-6: Asia Pacific - Fixed Line Telecom Market (in Billion US$), 2001-2005

Figure 3-7: Asia Pacific - Fixed Line Telecom Subscribers (in Million), 2001-2005

Figure 3-8: Asia-Pacific - Fixed Line Telecom Market Share by Country (%), 2005

Figure 3-9: India - Fixed Line Telecom Subscribers (in Million), 2000-2005

Figure 3-10: India - Internet Access Market (in Billion US$), 2001-2005

Figure 3-11: Asia Pacific - Internet Access Market (in Million), 2001-2005

Figure 3-12: Asia Pacific - Internet Access Market (%), 2005

Figure 3-13: India - Internet Access Subscribers (in Million), 2000-2005

Figure 4-1: India - Mobile Phone Subscribers by GSM and CDMA Technology (in Million), March 2006

Figure 4-2: India - GSM Mobile Phone Usage/Traffic (Minutes of Use/Subscriber/Month), QE March 2005 to QE March 2006

Figure 4-3: India - CDMA Mobile Phone Usage/Traffic (Minutes of Use/Subscriber/Month), QE Dec 2005 & QE March 2006

Figure 4-4: India - GSM ARPU (Rs/Sub/Month), QE March 2005 to QE March 2006

Figure 4-5: India - CDMA ARPU (Rs/Sub/Month), QE Dec 2005 & QE March 2006

Figure 4-6: India - Fixed Line Telecom Subscribers (in Million), March 2005 to March 2006

Figure 4-7: India - WLL(F) Subscriber Base (in Million), March 2005 to March 2006

Figure 4-8: India - Growth Rate of Fixed Line Telecom Subscribers (%), March 2005 to March 2006

Figure 4-9: India - Growth Rate of WLL(F) Subscribers (%), March 2005 to March 2006

Figure 4-10: India - Public Call Offices Market Share (%), March 2005

Figure 4-11: India - Village Public Telephone (%), March 2005

Figure 4-12: India - Growth of Internet Subscriber Base (in Lakhs), Q1’2005 & Q2’2006

Figure 4-13: India - Growth Trends for Subscriber Base (in Million), Q1’2005 to Q1’2006

Figure 4-14: India - Number of Leased Line Internet Connections (Q4’2005 & Q4’2006)

Figure 4-15: India - Broadband Subscriber Lines (in Thousands), 2001-2005

Figure 4-16: India - Number of Broadband Connections (in Lakhs), QE 2005 & QE 2006

Figure 4-17: India - Minutes of Usage per Month per User (Dec’ 2005 to March’ 2006)

Figure 4-18: India - Subscriber Base by Mobile Service Providers (in Million), March 2005 to March 2006

Figure 4-19: India - Internet Service Market Share by Vendor (%), 2005

Figure 5-1: India - Population between 15-64 Years (%), 2000-2005

Figure 5-2: India - Growth of Internet Penetration (%), 2000-2005

Figure 5-3: India - Growth in Cellular Subscribers (in Million), 2002-2005

Figure 5-4: India - WLL CDMA Subscribers (in Million), 2002-2005

Figure 5-5: India - Increase in PC Penetration (per 1000 Population), 2000-2005

Figure 5-6: India - Urban and Rural Teledensity (%), 1996-2004

Figure 6-1: India - Rich Households by Urban and Rural Region (%), 2005

Figure 6-2: India - Forecast of WiMAX (in Million), 2005-2012

Figure 6-3: India - VOIP Market (in Million US$), 2006-2010

Figure 6-4: India - Growth in e-Commerce Market (in Rs Crore), 2005 & 2006

Figure 6-5: India - Mobile Value Added Services Market (in Rs Crore), 2005-2010E

Figure 6-6: India - Mobile Average Revenue per Subscriber per Month (Rs), 1999-2005

Figure 8-1: India - Telecom Market Spending (in Billion Rs), 2004-2009

Figure 8-2: India - Mobile Phone Services Revenue (in Billion Rs), 2004-2009

Figure 8-3: India - Forecast of VOIP Market (in Million US$), 2004-2011

Figure 8-4: India - Forecast of Broadband Wireless Access 3.3 & 3.5 GHz Equipment Market (in Million US$), 2006-2012

Figure 8-5: India - Forecast of Mobile Handset Device Market (in Billion US$), 2006-2012

Figure 9-1: MIMO Performances with HSDPA

Figure 9-2: Worldwide - EVDO Handsets Sales (in Million Units), 2004-2006E

Figure 11-1: Bharti Airtel - Stock Performance

Figure 11-2: Sify Ltd- Stock Performance

List of Tables

Table 4-1: India - Growth Mobile Phone Services Subscriber (in Million), March 2005 to March 2006

Table 4-2: India - Growth Fixed Line Telecom Subscribers (in Million), QE March 2005 to QE March 2006

Table 4-3: India - Fixed Telecom Subscriber Base (in Million), March 2005 to March 2006

Table 4-4: India - Circle-wise details of Various Metros and States

Table 4-5: India - Mobile Telephone Services by Circles

Table 4-6: India - Fixed Line Service Provider by Area of Operation

Table 5-1: India - Number of Rich Households (in Million), 2005

Table 9-1: Global - Broadcast Standards

Table 9-2: HSDPA - Technical Features

Table 9-3: 1xEV-DO - Technical Features

Table 11-1: Tata Teleservices - Key Financial Information (Sept.’ 2005 & June’ 2006)

Table 11-2: Tata Teleservices - Key Analytical Ratios (2003-2006)

Table 11-3: MTNL - Key Financial Information (in Rs Million), 2006

Table 11-4: Bharat Sanchar Nigam Ltd - Key Financial Information (in Rs Crores), 2004

Table 11-5: Reliance Communications - Key Financial Information (in Rs Crores), 2005

Table 11-6: Bharti Airtel - Key Financial Information, 2006

Table 11-7: Sify Ltd - Key Financial Information (in Rs Million), 2006