Wimax Ppt1
Transcript of Wimax Ppt1
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2008 Tata Communications Internet Services Limited, Ltd. All Rights Reserved.
15th Oct 2008Retail
Wimax Leading theBroadband Charge in India
Mehul Kapadia
General Manager Marketing & Sales
TCISL
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A market like no other
A youngcountry
gearing toconquer
RapidUrbanization
of theeconomy
ExplosiveMobile Growth
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The New World is upon us and India is pretty much right there
Globalization Web 2.0
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1.7%1.3%1.8%
5.5%5.9%
0.9%
2.5%
7.5%
8.9%
0%
2%
4%
6%
8%
10%
C
hina
US
India
Japan
B
razil
Ru
ssia
UK
Germ
any
France
(1) Source : Industry Research; currency translated using 2003 US $ rate
(2) Source: Street research & RBI website(3) Source: McKinsey Report: The Bird of Gold dated May 2007
3,1483,6033,7825,8706,0746,673
35,165
44,453
27,803
0
10,000
20,000
30,000
40,000
50,000
C
hina
US
India
Japan
B
razil
Ru
ssia
UK
Germ
any
France
GDP (US$bn) GDP CAGR (2005-2050E)
1,140
961
797
640
0
300
600
900
1,200
FY04 FY07 FY08E FY10E
Per Capita Income (US$)
CAGR : 10%
Rural
All India
Urban
0
250
500
FY95 FY90 FY95 FY00 FY05 FY10E FY15E FY20E FY25E
Avg HH disposable incomeRupees (000)
CAGR CAGR
4.6%
3.6%
2.8%
5.8%
5.3%
3.6%
Third Largest Economy by 2050(1) With Highest Projected Growth Rate(1)
Increasing Per Capita Income(2) Increasing Household Disposable Income(3)
India: Strong Economic Fundamentals
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3643
55
75
0
10
20
30
40
50
60
70
80
FY 1981 FY 1991 FY 2001 FY 2011E
(1) Source: Mckinsey Report May 2007 (Income levels are at real 2001 prices)
(2) Source: The National Commission On Population May 2006(3) Source: India stats website; 2011 rate is Indias 10th Economic Plan objective
Increasing Literacy(3)
Growing Work Force (15-59 yrs)(2)Favorable Shift in Income Profile (1)
% literate population54
35
22
41
43
36
4
19
32
1 1821
0%
20%
40%
60%
80%
100%
FY 2005 FY 2015E FY 2025E
Deprived (Rs. 1,000,000 pa)
35% 32% 29% 27% 25% 23%
64% 64% 64%
9% 11% 12%
63%60%58%
8%8%7%
0%
25%
50%
75%
100%
FY 2001 FY 2006 FY 2011E FY 2016E FY 2021E FY 2026E
% of
population
0-14 y rs 15-59 y rs >60 y rs
% of population
India: Favorable Demographic Shift
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Total Population
Addressable Urbanpopulation
People with Phone (Wireline/Wireless) connections
Cable/ Internet/ BroadbandConnections
Population 1.2 billion
PhoneConnections
300 million
CableConnections
80 million
FixedConnections
40 millionInternetConnections
11 million BroadbandConnections
4.5 million
InternetUser
70 million
Source : TRAI, IAMAI, Management estimates (Estimates for September 2007)
Provisioning of wireless technology would enable conversion of addressable market into subscribers
India Huge Internet Potential
Urban Population
300+ million
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IndiaHuge Internet Potential
CurrentImpediments
for growth
Not enough wireline infrastructure
Legacy network with long loop lengths Unorganized cable infrastructure with poor network
High Buried Access Costs
200 months of ARPU as Capex
Limited green-field deployment
Limited content offering restricted utility for access
Wireless to bethe technology
for choice
Far superior roll-out mechanism with the advantage of existinginfrastructure of wireless telecom players
Spectrum auction likely in near term Transforming the Indian industry
Potentially large coverage and faster expansion
Wireless is the best technology to drive internet growth in India
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Bypassing Legacy the India Way
Voice Services: Digital mobile is 8X of fixed lines GSM introduced in 1995 and CDMA-1X in 2003
No analog. No standards issues
Pay TV Services: Satellite leading theintroduction of digital TV
Analog cable prevalent since mid nineties
Government mandates conditional access in
metros
Satellite (DTH) services achieve 5% share in ayear 3 new players entering the market
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Target Customer base
Residential
SMB
Residential Customers
Driven by:
Price
Fragmented Wide range of application/content
Work from home
Branch & Small Business
Driven by:
Looking for Web presence
Increased replacement of Internet for other lack of infrastructure
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Wimax well suited for host of services beyond just connectivity!!
On Demand Entertainment
Worlds
Information
Mail! Talk! Video Chat!
Personal & Mobile
Memories
Web ServicesCaf Culture
@ 24x 7Always On!
I want itALL
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True Personal Broadband possibilities and hence create viable business
opportunities for the entire Ecosystem
Personal Broadband
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Wireless / Mobile Broadband = Multiple touch points
Home Business / Office Vehicle
Caf / Diner Airports / StationsHotels Global RoamingMalls
College / School Commute
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15th Oct 2008Retail
Wimax Truly the choicefor India!!