tonse telecom mmi analysis december-2013

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Monthly Market Intelligence Analysis – December 2013

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India telecom market update India December-2013

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Page 1: Tonse Telecom  MMI Analysis December-2013

Monthly Market IntelligenceAnalysis – December 2013

Page 2: Tonse Telecom  MMI Analysis December-2013

SL NO CONTENTS

1 India Telecom- Key Stats

2 Wireless Subscriber Trends

3 Wire-line Subscribers

4 Subscriber Market Share

5 Tonse Analysis: India Handsets Market December – 2013

6 Tonse Analysis: India Tablets Market December - 2013

7 Reliance Jio : An uphill 4G journey…

8 Tads - event Pickups

11 People Movement December - 2013

12 Contact Us

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Page 3: Tonse Telecom  MMI Analysis December-2013

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India Telecom Subscriber Trends

Page 4: Tonse Telecom  MMI Analysis December-2013

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India Telecom-Key Stats

A Circle

B Circle

C Circle

Metros

Wireline subscribers • Oct'13 = 28.33

TeledensityOct’13 = 73.32

Sept ‘13 = 70.63

Broadband subscribers • October '13 = 14.91 Million• September '13 = 15.36

Top cellular Operator (subs) Nov'13

Airtel- 199.95 Million

Highest NetaddsBharthi Tele Ventures – 1,725,118

(Subs)

Wireless subscribers875.48 Million (Nov’13)

Handsets LaunchedDecember’13 = 20November'13 = 23

Mobile ARPU in INRQE September -2013

1. MTS = 952. Vodafone = 1913. Reliance = 120

Mobile MoU (per user)Top 3 QE September-

20131. MTS = 3632. Reliance = 2773. Vodafone = 333

Mobile Revenue in INR Mn QE September -20131. MTS = 2,8442. Vodafone = 89,097

Top wireline Operator (subs)BSNL-18.9 Million (Nov'13)

MNP -Subs ported Oct’13 = 104.78 million

Sept’ 13 = 102.48 million

Tablets LaunchedDecember’13 = 6 November'13 = 5

Top 3 circles by wireless Netadds

Bihar (Circle‘C) = 754,613Maharashtra (Circle‘A) = 744,933

Rajasthan (Circle'B) = 469,724

Page 5: Tonse Telecom  MMI Analysis December-2013

Subscriber Market Share

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100

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500

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800

900

1000

Sep'12 Oct'12 Nov'12 Dec'12 Jan'13 Feb'13 Mar'13 Apr'13 May'13 Jun'13 Jul'13 Aug'13 Sept'13 Oct'13 Nov-13

909.32 906 893.96 868.08 865.77 864.26 869.88 871.38 875.53 878.93 880.35 882.32 876.24 881.06 886.23

701.09 705.32 709.98 704.36 710.62 714.66 724.70 728.13 732.38 736.10 735.97 740.62 743.66 748.99

0.00

Wireless Subscriber Base in millions: Sept'12 - Nov'13

Wireless Subscribers Series 2

Of the total base, 748.99 million customers were found to be active on a particular date in October.

Of the total base , in-active subscribers amounted to a total of 132.07 million as of October.

The VLR subscriber base has increased by about 6.2% from October’12 to October’13, while the total subscriber base hasdecreased by about 3% in the same period.

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Page 6: Tonse Telecom  MMI Analysis December-2013

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Devices

Page 7: Tonse Telecom  MMI Analysis December-2013

Tonse Analysis: India Handsets Market for December - 2013

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1

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5

Celkon Gionee IBall Karbonn Lava Lenovo Maxx Micromax Nokia Xolo

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5

2

1 1

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2

1

Tonse Analysis: Number of Handsets launched in India by Manufacturers(December-2013)

India handsets launched for December ‘13

• Total no. of handsets launched during this period = 20

• iBall launched the highest number of handsets during this period = 5; followed by Micromax who launched 3 handsetseach.

• Gionee, Karbonn, Maxx and Nokia launched 2 handsets each; Celkon, Lava, Lenovo and Xolo launched 1 handset each.

• 18 handsets launched were Wi-Fi enabled.

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Page 8: Tonse Telecom  MMI Analysis December-2013

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Reliance Jio : An uphill 4G journey…

Page 9: Tonse Telecom  MMI Analysis December-2013

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Reliance Jio : An uphill 4G journey..

Page 10: Tonse Telecom  MMI Analysis December-2013

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Fixedline bradband, Mobile and Internet Penetration in India

Page 11: Tonse Telecom  MMI Analysis December-2013

Fixedline bradband, Mobile and Internet Penetration in India

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Source: World Bank, Tonse analysis

Page 12: Tonse Telecom  MMI Analysis December-2013

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