印度移動通信行業(yè)市場前景及投資研究報告-培訓(xùn)課件外文版2024.5中國電信中國移動

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TRENDSMobilecommunicationsinIndiaCHAPTER

01OverviewNumberofmobilecellularsubscriptionsinIndiafrom2000to2022(inmillions)NumberofcellularsubscriptionsIndia2000-20221,4001,2001,00080060040020002000

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20223Description:Thenumberofmobilewirelesssubscriptionswasaround1.14billionacrossIndiain2022,aslightdecreasefromthepreviousyear.Thenumberofsubscriptionsreachedthehighestlevelin2018.RelianceJiowastheleadingtelecomproviderinrecentyears.ReadmoreNote(s):India;2000to2022Source(s):TRAIShareofurbantelecomdensityacrossIndiafromfinancialyear2016to2022Shareofurbantele-densityinIndiaFY2016-2022200%180%160%140%120%100%80%171.52%166.64%159.66%154.18%142.31%141.03%139.94%60%40%20%0%FY2016FY2017FY2018FY2019FY2020FY2021FY20224Description:Urbantele-densityinIndiastoodat140percentattheendoffiscalyear2022.Therewasadropsincefinancialyear2017.Thisdropintele-densitywasalsowitnessedinothersub-segments,namelywireline,wireless.

ReadmoreNote(s):India;FY2016toFY2022Source(s):TRAIShareofruraltelecomdensityacrossIndiafromfinancialyear2016to2022Shareofruraltele-densityinIndiaFY2016-202270%60.27%59.25%58.79%58.07%60%50%40%30%20%10%0%56.98%57.5%51.26%FY2016FY2017FY2018FY2019FY2020FY2021FY20225Description:Theruraltele-densityshareacrossIndiawasabout58.1percentinfinancialyear2022,decreasedslightlyfrompreviousfinancialyear.Duringthesameperiod,dropintele-densitywaswitnessedinothersub-segments,namelywireline,wireless,andurban.ReadmoreNote(s):India;FY2016toFY2022Source(s):TRAIShareofpublictelephoneconnectionsinIndiafromfinancialyear2015to2022ShareofpublictelephoneconnectionsIndiaFY2015-202214%12%11.47%11.28%10.86%10.92%10.65%10.53%10.26%10.26%10%8%6%4%2%0%FY2015FY2016FY2017FY2018FY2019FY2020FY2021FY2022*6Description:Infinancialyear2021,theshareofpublictelephoneconnectionsinIndiawasjustunderelevenpercentofthetotalconnections.Theprivatesectorhoweveraccountedformorethan89percentofthetelephoneconnectionforthesameyear.Withaconstantincreaseinthenumberoftelephonesubscriptions,theIndiantelecomnetworkisthesecondlargesttelecommunicationsmarketwithabout1.18billionsubscribers.ReadmoreNote(s):India;FY2015toFY2022;*TillNovember2021Source(s):DepartmentofTelecommunications(India)ShareofprivatetelecomconnectionsacrossIndiafromfinancialyear2015to2023ShareofprivatetelecomconnectionsIndiaFY2015-2023100%89.74%89.74%90.15%89.47%89.14%89.08%89.1%88.72%88.53%90%80%70%60%50%40%30%20%10%0%FY2015FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY20237Description:Privatetelecomconnectionsaccountedformorethan90percentoftheIndiantelecommarketinfinancialyear2023.Theprivatesectorhasbeenconsistentlydominantinthecountry'stelecommunicationsindustrywithincreasingsubscriptions.Thecountryhadover1.17billiontelecomconnectionsthatyear,andmostlywerewirelessconnections.ReadmoreNote(s):India;FY2015toFY2023;includingwirlessandwirelinesectorsSource(s):TRAIMarketshareofwiredandwirelessoperatorsinIndiaasofDecember2022,bysectorMarketshareofwiredandwirelessoperatorsinIndia2022,bysectorPublicsectoroperatorsPrivateoperators120%100%80%60%40%20%0%65.35%90.42%34.65%9.58%WirelessWireline8Description:Attheendof2022,theprivateoperatorshadthehighestmarketshareofwirelesssubscribersatmorethan90percentinIndia.Duetotheintroductionofmanynewplayersintothismarketinrecentyears,thetraditionaltelecommarketleadersinIndiahavebecomeverycompetitive.ReadmoreNote(s):India;asofDecember2022Source(s):TRAICHAPTER

02MobiledevicesandsubscriptionsNumberofsmartphoneusersinIndiain2010to2023,withestimatesuntil2040(inmillions)SmartphoneusersinIndia2010-20401,8001,6001,4001,2001,0008001,549.011,536.511,522.831,507.861,491.491,473.521,453.731,431.911,407.771,381.041,351.321,318.21,281.181,239.681,193.031,140.421,080.951,013.57938.27853.42757.2642.34600485.14399.4307.75400253.09191.67130.11200091.2659.0834.1810Description:ThenumberofsmartphoneusersinIndiawasestimatedtoreachoveronebillionin2023.Itwasestimatedby2040,thenumberofsmartphoneusersinIndiawillreach1.55billion.

ReadmoreNote(s):India;2010to2023Source(s):NumberofwirelesssubscribersacrossIndiabetweenJune2010andDecember2022(inmillions)WirelesssubscribersacrossIndia2010-20221,2501,1501,0501,186.841,167.441,146.491,180.831,140.71

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1,154.621,147.13,9145.14,5142.931,127.371,035.121,010.89970.97973.35934.09893.84851.7950850750650550914.92886.3873.36864.72752.19635.51June

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'2211Description:Therewereover1.14billionwirelessmobilesubscribersacrossIndiaattheendof2022.Thatyear,amajorityofthetrafficwasfrom4Gdatapayload.Thepenetrationrateof4Guserswasrecordedatabout44percentacrossthecountryduring2020.RelianceJiowastheleadingserviceproviderasofDecember2022,withover424.5millionsubscriptions.ReadmoreNote(s):India;June2010toDecember2022Source(s):TRAINumberofwirelinetelecomsubscribersinIndiafrom2015to2022(inmillions)WirelinetelecomsubscribersinIndia2015-2022RuralUrban3025201510520.9925.3520.5519.8121.8618.7618.4718.244.533.863.423.112.531.811.932.102015201620172018201920202021202212Description:UrbanIndia'swirelinetelecomsubscribersamountedtoaround22.4millionasof2022,avisibleincreasefromthepreviousyear.Theruralwirelinesubscriberssawconstantdeclineduringthepresentedperioduntil2021.BSNLhadthehighestwiredsubscriberbaseinthecountrythatyear.ReadmoreNote(s):India;2015to2022Source(s):TRAINumberofwirelesstelecomsubscribersinIndiafrom2016to2022(inmillions)WirelesstelecomsubscribersinIndia2016-2022RuralUrban1,4001,2001,000647.52647.91668.44643.97633.34627.038006004002000662.6528.482018525.922020521.282021515.892022499507.462019464.782016201713Description:UrbanIndia'swirelesstelecomsubscribersamountedtomorethan627millionasof2022.RelianceJiohadthehighestnumberofsubscribersofabout424.5millioninthecountry,followedbyBhartiAirtelofaround367.6million.

ReadmoreNote(s):India;2016to2022Source(s):TRAIMonthlyaveragerevenueperuserforwirelessservicesusersacrossIndiafrom3rdquarter2018to4thquarter2022(inIndianrupees)MonthlyARPUforwirelessservicesusersIndiaQ32018-Q42022155145135141.14137.31133.55127.171251151059511410810510410297919085797474717570676555Q32018

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Q4202214Description:Duringthefourthquarterof2022,themonthlyaveragerevenueperuserforwirelessusersacrossIndiawasaround141Indianrupees.CompaniesthatprovidesubscriptionservicesuseARPUasmeanstocalculaterevenue.ARPUiscalculatedasthetotalrevenueforthecompanydividedbythenumberofusers.ReadmoreNote(s):India;Q32018toQ42022Source(s):TRAICHAPTER

03MajorplayersWirelesssubscribermarketshareinIndiaasofDecember2022,byserviceproviderMarketshareofwirelesssubscribersinIndia2022,byproviderMTNL0.24%BSNL10.00%VodafoneIdea21.11%RelianceJio37.14%BhartiAirtel32.16%16Description:RelianceJioheldthehighestshareofsubscribers,ataround37.1percent,inthewirelessnetworkmarketacrossIndiaasofDecember2022.Thecompanyhadover424.5millionsubscribersduringthesametimeperiod.ThenumberofmobilesubscribersacrossthesouthAsiancountryamountedtooverabillionin2022.ReadmoreNote(s):India;asofDecember2022Source(s):TRAIMarketshareofpayphonesacrossIndiaasofDecember2022,byserviceproviderPayphonemarketinIndia2022,byserviceoperatorQuadrant0.72%MTNL26.23%BSNL73.05%17Description:AsofDecember2022,theIndianstateownedtelecommunicationcompanies,BharatSancharNigamLimited(BSNL)andMahanagarTelephoneNigamLimited(MTNL)hadacombinedmarketshareover99percentofpayphonesacrossIndia.BSNLcameinfirstplacewithamarketshareofaround73percent.ReadmoreNote(s):India;asofDecember2022Source(s):TRAIRevenueofRelianceJiofromfinancialyear2019to2023(inbillionIndianrupees)RelianceJiorevenueFY2019-20231,4001,2001,0008001,197.911,001.61902.87696.05600486.64002000FY2019FY2020FY2021FY2022FY202318Description:RelianceJioreportedarevenuecloseto1.2trillionrupeesinfiscalyear2023.Valuesshowedanexponentialgrowthinrevenuesince2019.ItisownedbyIndia'srichestperson,MukeshAmbani,andawhollyownedsubsidiaryofRelianceIndustriesLimited,thetelecommunicationscompany.ReadmoreNote(s):India;FY2019toFY2023Source(s):RIL(Jio)NumberofcustomersofBhartiAirtelLimitedfromfinancialyear2013to2023(inmillions)BhartiAirtel'snumberofcustomersFY2013-2023700600500574.01491.26471.36423.29413.83403.65400372.35357.43324.37295.953002001000271.23FY2013FY2014FY2015FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY202319Description:Asof2022,Indiawasthesecond-largesttelecommunicationsmarketacrosstheglobe,withasubscriberbaseofoverabillionusers.ThenumberofsubscribersofthetelecommunicationscompanyBhartiAirtelwasapproximately574millioninfinancialyear2023.Outofthis,375millionsubscriberswerefromIndia.ThecompanyoperatesacrossAsiaandAfricainover18countries.Intermsofsubscribers,thecompanyranksamongsttheleadingthreemobileserviceproviders.

ReadmoreNote(s):Worldwide,India;FY2013toFY2023;figuresincludesdataforIndia,SouthAsiaandAfrica.Source(s):BhartiAirtelTotalrevenueofVodafoneIdeaforthefinancialyear2017to2023(inbillionIndianrupees)RevenueVodafoneIdeaFY2017-2023500450400459.97424.89421.26386.45378.24358.8335030025020015010050286.320FY2017FY2018FY2019FY2020FY2021FY2022FY202320/statistics/1264102/vodafone-idea-revenueInthefinancialyear2023,VodafoneIdeaLimitedearnedarevenueof425billionIndianrupees.Itwasanincreaseincomparisonwiththepreviousyear.Thecompanyreacheditspeakrevenueof459.97billionIndianrupeesinthefinancialyear2020.ReadmoreNote(s):India;FY2017toFY2023;ConsolidatedvaluesSource(s):VodafoneIdeaIncomeofBharatSancharNigamLimitedfromfinancialyear2014to2022(inbillionIndianrupees)BSNL'sincomeFY2014-2022350324.11315.3330025020015010050286.45279.96250.71193.21189.06190.53185.950FY2014FY2015FY2016FY2017FY2018FY2019FY2020FY2021FY202221Description:Infinancialyear2022,thetotalincomereportedbyBharatSancharNigamLimitedamountedtoaround190.5billionIndianrupees.Theincomeofthecompanyinfinancialyear2022wasaincreasefromthepreviousyear.Asagovernment-ownedtelecommunicationserviceprovider,BSNLprovidesnation-widetelecomservicesexcludingDelhiandMumbai.ReadmoreNote(s):India;FY2014toFY2022Source(s):DepartmentofTelecommunications(India)CHAPTER

04ConsumptionAveragedataconsumptionperuserpermonthinIndiafrom2015to2022(ingigabytes)AveragedataconsumptionperuserpermonthinIndia2015-202225201519.51713.511.29.7105.752.80.820150201620172018201920202021202223Description:Asof2022,theaveragedataconsumptionperuserpermonthinIndiawasat19.5gigabytes.4Gdatatrafficcontributesto99percentoftheoveralldatatrafficwhile5GwaslaunchedinIndiainOctober2022.Increasedonlineeducation,remoteworkingforprofessionalsandhigherOTTviewershipcontributedtothedatatrafficgrowth.ReadmoreNote(s):India;2015to2022Source(s):NokiaShareofleadingsmartphonemodelssoldacrossIndiainJuly2023,bymodelLeadingsmartphonemarketshareinIndia2023,bymodel4.5%4%4.0%3.5%3.0%2.5%2.0%1.5%1.0%0.5%0.0%3%3%3%3%RealmeC53SamsungGalaxyA145GVivoY16VivoT2x5GOnePlusNordCE3Lite5G24/statistics/755685/india-smartphone-market-share-by-modelInJuly2023,Realme'sC53wasthebest-sellingsmartphoneontheIndianmarketwithashareoffourpercent.ThiswasfollowedbySamsung'sGalaxyA14G5,twoVivomodels,andOnePlusNordCE3Lite5G,allwiththreepercentmarketshare.

ReadmoreNote(s):India;July2023Source(s):CounterpointResearchUrbantelephonedensitydistributionacrossIndiaasofDecember2022,bystateUrbantele-densitydistributionIndia2022,bystateOverallurbantele-density150

200050100250300350400450500HimachalPradesh440.14PunjabAssamJammu&Kashmir175.82167.78151.88KarnatakaRajasthan143.6140.63140.17139.39136.42OrissaMaharashtra(includesMumbai,Goa)TamilNadu(includesChennai)MadhyaPradesh(includesChhattisgarh)WestBengal(includesSikkimandKolkata)Bihar(includesJharkhand)Haryana129.67123.41120.712025Description:AsofDecember2022,thenorthernIndianstateofHimachalPradeshhadthehighesturbantele-densityamongIndianstateswithover440telephoneconnectionsforevery100individualslivinginthatstate.Keralahadthehighestruraltele-densityinthesametimeperiod.ReadmoreNote(s):India;asofDecember31,2022Source(s):TRAIRuraltelephonedensitydistributionacrossIndiaasofDecember2022,bystateRuraltele-densitydistributioninIndia2022,bystateRuraltele-density050100150200250Kerala219.09HimachalPradesh94.76AndhraPradesh(includesTelengana)75.9170.67GujaratKarnataka69.8368.4668.2466.0864.3562.2PunjabHaryanaMaharashtra(includesMumbai,Goa)TamilNadu(includesChennai)NorthEast(includesArunachalPradesh,Manipur,Meghalaya,Mizoram,Nagalan…Jammu&Kashmir61.7761.15OrissaWestBengal(includesSikkimandKolkata)57.426/statistics/1058655/india-rural-tele-density-distribution-by-stateAsofDecember2022,Keralahadthehighestruraltelephonedensitywithapproximately220telephoneconnectionsforeveryhundredindividualslivinginthatstate.HimachalPradeshhadthehighesturbantele-densityforthesamefiscalyear.

ReadmoreNote(s):India;asofDecember31,2022Source(s):TRAICHAPTER

055GMobilesubscriptionsbytechnologyinIndiafrom2017to2022,withforecastsupto2028(inmillions)MobilesubscriptionsbytechnologyinIndia2017-2028CDMA(2G/3G)GSM/EDGE(2G)WCDMA/HSPA(3G)LTE(4G)5G1,4001,2001,00080060040020002017201820192020202120222023*2024*2025*2026*2027*2028*28Description:In2022,thedominanttechnologyofmobilesubscriptionsusedinIndiawasLTE,whichreachedmorethan822million.Itwasexpectedtopeakin2024toaround860millionsubscriptions,with3Gbeingphasedoutbythattime.5Gwillaccountfor57percentofmobilesubscriptionsinIndiaattheendof2028,withanestimationof699.8millionsubscriptions.ReadmoreNote(s):India;2017to2022;*forecastSource(s):EricssonSmartphonesubscriptionsbytechnologyinIndiafrom2017to2022,withforecastsuntil2028(inmillions)SmartphonesubscriptionsbytechnologyinIndia2017-2028CDMA(2G/3G)GSM/EDGE(2G)WCDMA/HSPA(3G)LTE(4G)5G1,2001,00080060040020002017201820192020202120222023*2024*2025*2026*2027*2028*29Description:In2022,thedominanttechnologyofsmartphonesubscriptionsusedinIndiawasLTE,whichhadreachednearly805million.Itwasexpectedtoreachitspeakin2024ataround838.6millionsubscriptions,with3Gconnectionsbeingestimatedat22millionbythatpoint.5Gwasforecastedtoaround646.5millionofall1.13billionsmartphonesubscriptionsinIndiaattheendof2027.ReadmoreNote(s):India;2017to2022;*forecastSource(s):EricssonShareofbenefitsof5GnetworkacrosssectorsinIndiaby2040,bysectorAdvantagesof5GnetworkIndia2040,bysectorManufacturing20%Others*28%Retail12%Finance8%ICT11%Publicadministration10%Agriculture11%30Description