Professional Documents
Culture Documents
3.28 million sq. kilometers - Area 325 languages spoken – 1,652 dialects;
7,516 kilometers - Coastline 18 official languages;
1.2 Billion population July 2007 est. 28 states, 7 union territories;
Largest Democracy; Parliamentary form of • Largest English speaking nation
Government
1 Tri llion
GDP : U S D FII
Infl
Grow ing @ A Broadband
9.4%
in H
ow
8.1
1’ 0 bn
Revolution in 8
m b er o f
Waiting
h e s t n u
H i g n A s ia le c om
n a ir e s i in g Te
Bill i o stes
t Gr ow
n the
w o rld
Fa k et i
• 5600 dailies, 15000 weeklies and 20000
Mar
periodicals in 21 languages with a combined
circulation of 142 million • Young population: over 300 million below 25 years
• World-class recognition in IT, bio-technology and of age
space • Large pool of scientists and engineers.
1
Role of WiMAX in Broadband and its Enablers
Prateek Pashine
VSNL
2
Lessons from a Decade of Mobile
Getting There
3
Indian Telecom Market - Environment
High Customer
Expectations
Co
mp ti on
eti
tio gula
n Re
Tough
Market
4
Mobile Subscriber Growth – Driven by Competition
and Falling Tariffs
40
4
0 0
FY97 FY98 FY99 FY00 FY01 FY02 FY03 FY04 FY05 FY06 FY07
5
Mobile Effective Charges (INR/minute)
Source: TRAI, COAI, AUSPI
Key Growth Drivers in Mobile
6
Lessons from a Decade of Mobile
Getting There
7
Growth in Broadband – various countries
BB Growth Yr 1 Yr 2 Yr 3 Yr 4 Yr 5
China 200% 216% 358%
Japan 200% 254% 232% 180%
S Korea 972% 362% 199% 133% 100%
Brazil 50% 87% 82% 84%
UK 640% 416% 276%
US 333% 219% 160% 126% 107%
France 100% 145% 164% 124%
Germany 457% 248% 157% 108%
* France, Germany, Brazil all took 3-4 years to reach 1st million BB subscribers
8
Addressable Market – Huge Latent Demand
Mobile Phones
>200 million
Internet Subscribers
8-9 million
Broadband Subs
2-3 million
9
Market Forecast :: Conservative Estimates
MM 2006 2007 2008 2009 2010 CAGR
– Conservative Population 1,107 1,125 1,144 1,160 1,176 1.5%
estimates
• 3% of Mobile Unique PC Owners 5 7 8 10 13 25%
subscribers
• 17% of CTV Broadband Subscribers 1.6 3.3 5.3 7.7 11.0 62%
households
Broadband as a % of PC 31.2% 47.8% 63.1% 75.5% 86.6%
• 19% of Motorcycle
owning households
• 24% of Refrigerator
Broadband as a % of
owning households
White Goods 2.3% 12.0%
• 60% of Car owning Refrigerators 4.5% 24.0%
households CTV Regular 3.4% 17.2%
Motorcycles 4.9% 19.1%
Cars 14.4% 59.1%
CDMA +GSM 1.6% 3.1%
10
10
Markets that Broadband Services can Impact
Media &
12 18% ~1%
Entertainment
Training &
>20 10-15% ~0%
Education
12
International
Infra Domestic
City
Last mile Access
Broadband
Triangle
13
Key Issues preventing Broadband growth
14
Content
Getting There
15
Bypassing Legacy – the India Way
Broadband ???
16
Wireless Broadband is the Way Ahead
17
WiMAX – First off the Blocks
18
India – Epicentre of WiMAX
19
Impediments
Industry View
– Good – 30 Mhz
– Better – 50 Mhz
– Best – 70 MHz …….yes per operator!!!
(Scott Richardson, CSO, Clearwire)
Need for more spectrum
Procedural hassles & high costs
– Import and ownership of CPEs
– Royalty for CPEs and Base stations (close to 25% of customer spend)
Recognition and endorsement of 3.3 Ghz by the Govt / Licensor and Forum
20
Enablers…
Endorse 3.3 Ghz and rationalise coverage for the incumbent operators
Release chunks available and thru Refarming 100 Mhz + in 2.3 and 2.5 Ghz
– Simultaneous release of both spectrums
– Min 30 Mhz
– More operators :: Lower cost to serve
Ease procedures
– Free import of CPEs, handsets :: just like Mobile
Licensing costs – move to % of AGR
Allow ISPs to offer other services such as IP-VPN and voice services
– Create a category of Access License delinked from 2G spectrum
– BSO License missing
Better business model resulting in lower costs to customers
Tax and levy support thru reduction in import duties and service tax
21
India
3.28 million sq. kilometers - Area 325 languages spoken – 1,652 dialects;
7,516 kilometers - Coastline 18 official languages;
1.2 Billion population July 2007 est. 28 states, 7 union territories;
Largest Democracy; Parliamentary form of • Largest English speaking nation
Government
1 Tri llion
GDP : U S D FII
Infl
Grow ing @ 9.4% Broadband in H
ow
8.1
1’ 0 bn
Revolution will 8
m er
Surely
b o fhappen!!
h e s t n u
H i g n A s ia le c om
n a ir e s i in g Te
Bill i o stes
t Gr ow
n the
w o rld
Fa k et i
• 5600 dailies, 15000 weeklies and 20000
Mar
periodicals in 21 languages with a combined
circulation of 142 million • Young population: over 300 million below 25 years
• World-class recognition in IT, bio-technology and of age
space • Large pool of scientists and engineers.
22
soon to be
Tata Communications
23