Telecom Industry Composition of Telecom Subscribers (Feb 2021)
Value Chain Network Equipment
Tower Infrastructure • • •
Infrastructure sharing Tower Deployment & operations Energy Management
• • • •
Device Manufacturers
Switches, Routers, Firewalls Network consulting Integration & Deployment Support, Maintenance
• •
Build mobile phones, handsets which are used by consumers Tech & chip makers develop tech & hardware
Growth
Revenue
Cost
Increasing Internet Users
Internet Services
Operation Expenditure
Mobile Penetration
Telephone Services
Network connectivity to other telco firms
•
Provide telecom services: Voice, Messaging, Internet, Value Added Services
Customer
• • •
Recharge Plans Customer Care Centres Engagement through online & offline advertising
Major Players
Key Growth Drivers
Untapped Rural market
Network Operators
Government Initiative
Company
Market Capitalization (INR Cr)
Reliance
4,90,000
Bharti Airtel
2,90,885
Vodafone Idea
25,861
BSNL
NA
Scheme
About
Policy Support
Union Cabinet approved Rs. 12,195 crore (US $ 1.65 billion) production linked incentive (PLI) scheme for telecom & networking products under the Department of Telecom
Prime Minister Wi-Fi Access Network Interface (PM-WANI)
Provision of public Wi-Fi service through Public Data Offices (PDOs) spread across the country to accelerate the expansion of broadband internet services
Spectrum Auctions
Network Investments
Important News •
FDI cap in the telecom sector has been increased to 100% from 74%; out of 100%, 49% will be done through the automatic route and the rest will be done through the FIPB approval route
•
Payments on unified payments interface (UPI) hit an all-time high of 2.30 billion (by volume), with transactions worth ~Rs. 4.31 lakh crore (US$ 59.08 billion) in January 2021
•
Over 75% increase in internet coverage from 251 million users to 446 million
ConQuest, IIM Shillong
2021-22
Facts
Subscriber base of 1187.9 million as of February 2021
Gross revenue of the telecom sector stood at Rs. 68,228 crore (US$ 9.35 billion) in the third quarter of FY21
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