Abstract
As one of the fastest growing wireless markets in the world, the wireless
subscriber base in India has witnessed exponential growth since the year 2000.
The total subscriber number is expected to reach 265.2 million and generate
total revenue of US$17.5 billion by 2010.
However, the ARPU levels have declined significantly and the downward trend in
ARPU levels is expected to continue. The ARPU is expected to decline from
US$7.6 in 2005 to US$5.6 in 2010, due to extensive competition and lower
disposable income of new users.
This report is to analyze the profitability of the players in this market with
the current information we have. We have put together the cost structure for
mobile operators and tried to find out whether this low APRU model could lead
to the profitability of these operators.
Table of Contents
- Executive Summary
- Regulatory Implication
- Market Dynamics
- Competitive Scenario
- Profitability of the Players
- Background and Industry Overview
- Indian Telecom Industry
- Brief Background
- Chronology of the Telecom Sector
- Wireless Industry Overview
- Industry Structure
- Market Overview
- Competitive Landscape
- Focus on Expansion in Rural Sector and Semi-urban Areas
- Current Profitability of Key Players
- Drivers of Future Profitability
- Revenue Drivers
- Cost Drivers
- Conclusion
- Methodology
- Related In-Stat Reports
List of Tables
- Table 1. Regulatory Structure
- Table 2. GSM Coverage of the Country
- Table 3. Licensed Areas of the Operators
- Table 4. Key Financial Data for Major Indian Wireless Companies (US$ in
Millions)
- Table 5. Cost Structure Analysis
- Table 6. Present and Planned Network Sharing (Number of Sites)
List of Figures
- Figure 1. Historical Subscriber Growth for Indian Mobile Subscribers (in
Millions)
- Figure 2. GSM and CDMA Market Share, 2005 Subscribers
- Figure 3. Present VAS Revenue Break-Out by Service Type
- Figure 4. Market Share of Operators, 2005
- Figure 5. India Wireless Revenue and ARPU Trends
- Figure 6. India Wireless Subscriber Market Size and Forecast, 2005- 2010
(Subscribers in Millions)
- Figure 7. Present and Future VAS Revenue Break-Out - 2010
- Figure 8. Cost Break-Out, Bharti, FY2005- 2006
- Figure 9. Operating Cost Break-Out, Bharti, FY2005- 2006
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