The FY-2010 Indian Telecom Industry survey by Voice&Data

Salient points from the Voice&Data 2010 Telecom Survey. Do refer to their link at http://voicendata.ciol.com/content/vnd100_2010vol-I/110060827.asp for the details from their end.

Observations for FY 2010:

1. Total telecom sales: 137 000 crores. It grew by about 19% YoY.

The revenue comprises of:

a) Carrier Equipment: 90 000 crores. This category includes wireless infrastructure hardware and software.

b) Phones: 27 300 crores. Note here that mobile handset sales are 27000 crores and fixed handset sales are only 300 crores! In other words, fixed handset sales are only 1% of total handset sales. I expected fixed sales to be much lower than mobiles, but a miniscule 1 % is a surprise to me.

c) Enterprise Equipment: 20 000 crores.

The top 10 companies by revenue are:

Rank	Company	Revenue in Rs crore		Growth %	Rank in 2008-09
		FY '08-09	FY '09-10
1	Nokia	16,567	14,100	-14.9	1
2	Huawei	6,240	11,000	76.3	5
3	Nokia Siemens Networks	9,848	10,824	9.9	3
4	Ericsson	10,310	10,820	4.9	2
5	Alcatel-Lucent	8,050	8,930	10.9	4
6	ZTE	4,800	7,200	50	7
7	Wipro	5,692	6,353	11.6	6
8	Cisco	4,693	5,400	15.1	8
9	ITI	1,741	4,732	171.8	New
10	Tech Mahindra	4,116	4,400	6.9	New

1. The Nokia companies: Nokia and Nokia-Siemens did a combined business of 26 500 crores in FY-10.

2. The top infrastructure vendors: Nokia-Siemens, Ericsson, Huawei, Alcatel-Lucent, ZTE all had solid sales between 11 000 crores and 7200 crores in India.

3. Cisco has 50% share in Switches (total market: 4500 crores) and Routers (total market: 3300 crores). It also has good share in WLan and Audio-Video-Conferencing solutions; but these are much smaller markets by value.

4. In mobile handsets, Nokia lost market-share from 64% in '09 to 52% in '10. I was surprised at this too. I had expected the market share to dip much further due to competition from Indian vendors (Micromax, Karbonn, Spice Mobile etc). This was based on information gleaned elsewhere. So I somewhat suspect this data-point.

5. The public sector ITI (which is incidentally India's 1st PSU) sold 4700 crores in '10. Who is it selling all this gear to? Need to find this out.