Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

India Webinar Final Ppt


Published on

During this webinar, we will share the latest 3G/4G statistics, forecasts and carrier strategies among Indian mobile operators from our latest research. This webinar also provides a detailed review of meaningful and accurate analysis on 3G/4G Market Drivers and Challenges ahead in India. Operator MTNL will also share its vision for mobile broadband in India.

  • Be the first to comment

India Webinar Final Ppt

  1. 1. October |2012Mobile Broadband in India: Carrier Strategies Deepak Chanduka GM, Marketing & Business Development MTNL Caroline Gabriel Research Director Maravedis-Rethink Basharat Ashai Market Analyst, APAC Maravedis-Rethink
  2. 2. Agenda  Introduction ◦ Caroline Gabriel, Research Director  Maravedis-Rethink Presentation ◦ Basharat Ashai  MTNL Presentation ◦ Deepak Chanduka, GM, Marketing & Business Development  Q&ACopyright © 2012 Maravedis Inc
  3. 3. Key trends driven by India  TD-LTE enters mainstream  New device economics  New web services models  Rising international impactCopyright © 2012 Maravedis Inc
  4. 4. Key trends influencing India  Convergence of 5000 4500 TD/FD-LTE 4000  Multimode devices 3500 and breakthroughs 3000  New chip architectures $m 2500  Global roaming issues 2000 1500  Operators start to think 1000 globally 500 0 2010 2011 2012 2013 2014 2015 FD-LTE TDD-LTE LTE-ACopyright © 2012 Maravedis Inc
  5. 5. India 4G and Cellular Market Analysis and Forecasts, 2012-2017
  6. 6. Agenda • Key Findings 1 • TD-LTE Operator Case Study 2 • Conclusions 3Copyright © 2012 Maravedis Inc
  7. 7. Key Findings Market Drivers: Multimode Devices, Local Content and Broadband Policy Challenges Ahead: Shortage of Spectrum, Low ARPU and 3G/4G Device cost Forecasts(2012-2017): 3G and TD-LTE Subscriber Base To Reach 371 million and 67 million respectively by 2017Copyright © 2012 Maravedis Inc
  8. 8. Market Drivers Inexpensive Local content and multimode applications Public investment (2G/3G/TD-LTE) around and broadband devices will drive entertainment and policy market adoption popular festivalsCopyright © 2012 Maravedis Inc
  9. 9. Challenges Ahead Price sensitive Shortage of market for both Low ARPU spectrum devices and servicesCopyright © 2012 Maravedis Inc
  10. 10. 3G Market Forecasts Slow 3G growth so far Beyond 2015 it is 4G Growth in Data traffic still modest Adoption of Wi-Fi for offload Source: India 4G and Cellular Market Analysis and Forecasts, 2012-2017 – 6th Edition (June 2012) Role of unlicensed frequency bands (2.4 GHz and 5.8 GHz)Copyright © 2012 Maravedis Inc
  11. 11. 4G Market Forecasts TD-LTE base will reach 67 million by the end of 2017 Multimode smart phones (2G/3G/TD-LTE) to lead the device category with a 45% market share Multimode (2G/3G/TD-LTE) device price to reach US$50 may take more than two years Source: India 4G and Cellular Market Analysis and Forecasts, 2012-2017 – 6th Edition (June 2012) FDD-LTE at 700 MHz spectrum by 2015 in rural areasCopyright © 2012 Maravedis Inc
  12. 12. TD-LTE OperatorCase Study - Bharti Airtel Acquisition of Qualcomm Spectrum • What it means for Bharti-Airtel? Current 4G Market • High-end residential user, SMEs, Enterprises 4G Benefits • Devices are backward compatible with 3G and 2G 4G Challenges • Integration with the 2G and 3G network • LTE BTS Radius in the 2.3 GHz band is much lower than 3G in the 2.1 GHz bandCopyright © 2012 Maravedis Inc
  13. 13. TD-LTE OperatorCase Study - Bharti Airtel (Contd.) Strengths Weaknesses 1. 2G, 3G and 4G spectrum Assets 1. Not strong in the rural market which is dominated 2. 3G and 4G spectrum in by BSNL two lucrative high ARPU markets-Delhi and 2. Does not have a pan- Mumbai India BWA spectrum like RIL Opportunities Threats 1. Small BWA license holders as acquisition 1. RIL(Pan India BWA targets licensee) 2. Intense price competition 2. 700 MHz opportunity in and losses on foreign India exchangeCopyright © 2012 Maravedis Inc
  14. 14. Conclusions Growth in the Indian wireless market will be hampered by shortages of spectrum 3G and TD-LTE will boost Indian mobile operators’ ARPU from VAS The adoption of affordable smart phones(US$50) will influence the 3G growth TD-LTE to gain traction in 2H 2013Copyright © 2012 Maravedis Inc
  15. 15. Contact For information about this report please contact: Adlane Fellah Tel: +1-786-452-6522Copyright © 2012 Maravedis Inc
  16. 16. MTNL Status & Strategies Deepak Chanduka GM (Marketing & Business Development), MTNL
  17. 17.  MTNL at Glance 2012 Highlights  New Developments  Impact of Thrust Areas of National Telecom Policy (NTP) 2012 Mobile Broadband  Potential Growth Factors for MTNL Mobile Broadband: Next Level  MTNL Strategy
  18. 18. MTNL AT A GLANCE Incorporated in 1986 as a PSU with 56% govt. holding To upgrade the quality of telecom services Expand the telecom network Delhi Introduce new services in Delhi – the Political Capital & Mumbai – the Business Capital of India. Mumbai Pioneer of telecom technologies, has emerged as Indias leading and one of Asias largest telecom operating companies Navratna status in 1997 Employee base : 41,600
  19. 19. MTNL AT A GLANCE First Telecom operator in India to launch 3G GSM mobile, ADSL2+, VDSL Broadband, IPTV and VoIP ServiceMTNL offers various services that include: Basic Telephony ,Integrated Services Digital Network (ISDN) MPLS-VPN Service Managed Leased Line Network (MLLN)Intelligent Network Services CDMA based WLL services 2G & 3G Cellular Mobile services Long Distance Calling Service Internet Services Broadband , VoIP , IPTV , Wi-Fi Video Conferencing Digital Signature Certification Service, etc
  20. 20.  5 million customers in 3G/2G in Delhi and Mumbai Expansion plans for 3G node B BTS network in process Femto cells implementation for better coverage & capacity The spectrum block released for MTNL for 3G  size of 2X5 MHz in 2.1 GHz.  Relative price paid for Delhi and Mumbai is very high. 4G spectrum 20 MHz in 2.5/2.6 GHz band returned due to  High cost of spectrum  Private operators allotted 2 blocks of 20MHz spectrum in 2.3 GHz which has better eco system.  MTNL did not get any revenue share partner
  21. 21.  The MTNL/BSNL blended ARPU for GSM service is approx. 1.7 USD per month . There is a growth in 3G data consumption up to 5% per month Price wars continue in 3G data plans MTNL has enough backhaul fiber capacity to carry data services like MPLS, Enterprise, 3G, Broadband etc.
  22. 22. 3G Data Volume Growth in MTNL Network 4 3.5Data volume in TB per day 3 2.5 2 1.5 1 0.5 0 2009 mid 2010 end 2010 mid 2011 end 2011 mid 2012 Year
  23. 23.  Upgrade existing HSDPA 3G network speed from 3.6Mbps to HSPA+ supporting 21.1 Mbps per sector. Increase in packet core capacity from 2.2Gbps to 20Gbps 2G / 3G network will be expanded to improve network coverage by adding City Node B BTS Delhi 610 330 Mumbai 380 230 Upgrade of TDM backhaul M/W network from 16E1s/32E1s/STM-1 to Hybrid Microwave up to 400Mbps
  24. 24.  Revenue Growth per annum through increase in 3G & data usage is expected to be FY 2012-13 7.5% FY2013-14 12% FY 2014-15 15% Sharing of BTS node B and M/W backhaul network At least 5% per annum growth in the revenue through sharing of BTS/Node-B site’s infrastructure & M/W backhaul network is expected in the subsequent years Sharing of 3G network/ spectrum if allowed as per NTP 2012, MTNL hopes to generate USD 100m additional revenue per annum.
  25. 25.  High Revenue from mobile Broadband in Delhi and Mumbai as mobile internet in these two cities is high percentage of mobile internet in India. Higher ARPU from mobile broadband will drive the 3G/4G market as compared to present very low ARPU from GSM. The number of fixed broadband users, currently which are 85% of total, may shift to wireless broadband. MTNL will have 3G as well as FTTH to provide high speed broadband to individuals and enterprise customers.
  26. 26.  Unified license is expected to roll out post December “One Nation Free Roaming” concept will be introduced in 2013 NTP 2012 gives importance to provide secure, reliable, affordable and high quality converged telecommunication services anytime, anywhere for an accelerated inclusive socio-economic development.
  27. 27.  Broadband: “’Broadband For All” at a minimum download speed of 2 Mbps Convergence of Network, Services and Devices Liberalization of Spectrum: any Service in any Technology Simplification of Licensing regime: Unified Licensing, delinking of Spectrum from License, Online real time submission and processing Consumer Focus: Achieve One Nation – Full Mobile Number Portability and work towards One Nation – Free Roaming VOIP : Voice over Internet Protocol .Cloud Computing: Next Generation Network including IPV6 Reposition the mobile phone :from a mere communication device to an instrument of empowerment
  28. 28.  Beyond voice communication the biggest motivator for Indian masses would be video or video-on-demand. VoD on a 4G enabled device partially overcomes the disadvantages like choice of content, privacy, etc. Tablets can be a lot cheaper for target user groups Video will generate enough traffic on the network to generate enough volumes. Important applications will be Video mail, Interactive video and voice response, Video ring back tones, Video conferencing, Video streaming, video advertising etc.
  29. 29.  Mobile Gaming industry is expected to multifold in demand and revenue generation A 4G based mobile hotspot can offer a convenient tool to provide faster speed for cyber cafes as well as individuals in their homes. On the corporate side, around 26 million SMEs in India offer a huge potential market for 4G as most of the SMEs lack affordable high- speed Internet service (broadband) in India, particularly in Tier II and Tier III cities leading to lack of widespread adoption of e- commerce by local businesses. From traveling sales force to accounts/finance using internet banking, 4G offers a promise for improvement in business at each level for an SME.
  30. 30. Present state Future strategy3G infrastructure: make it IP readyNumber of 3G towers inadequate for seamless Increase 3Gtower no to 2X or 3X vis-a-vis 2G towerscoverage to provide better quality of experience to users3G network not working with city based Wi-Fi players To work with city based Wi-Fi players and own Wi-Fito offer complementary service network to provide complementary serviceInteroperability: Shift from Pilot to CommercialOperators doing technical testing of inter-operator 3G Operator should roll out full fledged inter-operatorcalls 3G callsOperators have presently limited roaming tie-ups Service providers should increase roaming tie-ups with all national and international operatorsOperators are testing quality of experience for All Interoperable service should provide enrichinginteroperability for all services experience
  31. 31. Present state Future strategyContent - Needs OverhaulingFocus on high speed data, video call, Mobile TV and Focus should be on killer applications w.r.t video,gaming gaming and high speed dataFocus on vanilla applications and vertical applications Focus should be on innovative applications related toare missing verticals like health, education, govt. etc.Some operators focusing on different applications All operators should focus on different applicationsw.r.t age groups w.r.t different age group of customers like youth, professional and housewives.Focus is on experiencing 3G through freebies & Focus should be on quality of experience andsubsidized schemes providing enriching experienceTie-up with limited content aggregators and VAS Service providers should increase tie-ups with contentplayers aggregators & create a large ecosystem of innovative VAS players3G Handset: Focus on reducing costAverage cost of 3G handset is still high Cost of 3G handset should come downNo of people having smart phone and 3G phones is Operators should increase the intake of people havingquite less smart phones and 3G phonesLack of awareness about usage of 3G phones Handset players should increase in store demonstrations and they should be properly trained
  32. 32. THANK YOU
  33. 33. For information about this report please contact: Adlane Fellah Tel: +1-786-452-6522Copyright © 2012 Maravedis Inc