INDIA SATCOM MARKETS 2014 COUNTRY PROFILE

Transcription

1 BROCHURE INDIA SATCOM MARKETS 2014 COUNTRY PROFILE 2014 Edition A Euroconsult Profile Analysis of the Indian satellite communications value chain assessing key trends, drivers, players, and market growth prospects in the Indian satcom markets. India s satellite communication sector has experienced significant growth over the past five years driven by explosive demand from DTH pay-tv platforms and growing telecommunication needs in the country. The satcom value chain is strongly influenced by the Indian Space and Research Organization (ISRO) that is present all along the satcom value chain including for satellite manufacturing, launch, satellite operations, regulations and partially services. On the manufacturing level, roughly half of the country s satellite manufacturing sector spending is dedicated to developing communications satellites. While ISRO dominates the satcom manufacturing landscape, outsourcing to foreign and national companies will continue to provide growth opportunities for a number of players with hundreds of millions of dollars to be outsourced from Satellite capacity demand from DTH broadcasting grew at a CAGR of over 7% from , now representing 32% of total commercial satellite capacity usage. TV distribution services to cable operators and VSAT enterprise networks have equally seen growing demand in recent years, leading to an increasing number of players now operating in the country s teleport and VSAT service market. In particular the cellular backhaul market has begun to see strong take-up in India with the arrival of HTS systems such as IpStar, but also government-backed networks connecting schools, remote villages, etc. are currently growing with increasing capacity needs. Alongside satellite services, the annual satellite ground equipment market has also seen growth, generating $40 million in equipment revenue in 2012, dominated by international ground terminal manufacturers. While domestic operator ISRO/Antrix enjoys significant regulatory advantages in the market, only a proportion of the commercial demand for satellite capacity is being met by domestic capacity today, with the majority being provided by foreign satellite operators. Regulatory barriers and capacity supply constraints still challenge market growth. Changes in the country s satcom policy, expected to be released in 2014, are expected to bring positive changes and contribute to additional growth in satcom markets over the coming years, in particular for services using Ku-band capacity from foreign operators. In total, demand for regular capacity is expected to grow at 6% p.a. between 2013 and 2023 in addition to new demand for satcom services using HTS systems. VSAT DEPLOYMENTS BY SERVICE PROVIDER ( ) In 000 s KU-BAND DEMAND IN INDIA 2013 INTELSAT INSAT SINGTEL ASIASAT MEASAT SES

2 ABOUT INDIAN SATCOM MARKETS 2014 \ \ HIGHLIGHTS OF THE PROFILE: Comprehensive assessment of the Indian satcom value chain/market In-depth analysis of ISRO along the value chain Assessment of the satcom manufacturing sector in India Detailed review of the FSS operator market in India Analysis of the ground equipment (VSAT) market in India Broadened analysis of all major satcom service segments including: DTH TV broadcasting Video distribution Trunking and cellular backhaul Video contribution & SNG Enterprise & civil government VSAT networks METHODOLOGY: India Satcom Market 2014 is a focused country profile built on several core elements, including: The expertise of our consulting team with presence in India Onsite and telephone interviews on the Indian market with satellite operators, service providers, equipment providers and end users The review of hard-to-obtain public information financial reports, press releases, articles, reports from government organizations and other sources Our participation in over 30 international events per year in the different world regions, and regular discussions with industry executives WHO WILL BENEFIT FROM THIS REPORT: Satellite Operators Government Agencies Equipment Manufacturers Satellite Manufacturers Service Providers Banks & Investors

3 TABLE OF CONTENTS TELECOM AND SATCOM MARKET OVERVIEW IN INDIA > Country overview with key economic and demographic indicators > Indian telecom market with major indicators and trends > The satellite communication sector in India, its evolution and the role of ISRO in the market > Satcom value chain: Structure of the value chain and level of concentration on each level; key players at each level; quantitative assessment of market value at each level and for major segments SATELLITE MANUFACTURING SECTOR IN INDIA > Assessment of ISRO s domestic manufacturing capability: Organization of ISRO s manufacturing activities; key facilities; major sub-contractors; importance of telecom satellites vs. others > Role of foreign manufacturing suppliers for communication satellites. Assessment of ISRO s in-house capabilities vs. foreign outsourcing > Prospects for future market evolution: Assessment of ISRO s future communications satellite manufacturing plans vs. domestic capabilities. Potential future opportunities for foreign manufacturers, suppliers and Indian sub-contractors SATELLITE OPERATORS AND GROUND EQUIPMENT PLAYERS > Satellite operator landscape: Market sizing and market shares of operators; role of ISRO/Antrix; Capacity lease process in India; satcom policy, regulations and taxes; foreign FSS and HTS operators; capacity pricing and trends; outlook and prospects > Ground equipment market landscape: Quantitative assessment of market value along with revenue shares of key players; mini profiles of equipment vendors; key issues including regulations and taxes SATELLITE SERVICE SEGMENTS, MARKET SUMMARY AND FORECASTS > Assessment of market size, key growth drivers and inhibitors and future outlook for: > DTH > Video distribution > Video contribution and DSNG > Trunking and cellular backhaul > VSAT enterprise market > Summary and conclusion on the current state of the Indian satcom value chain and markets; outlook on major growth areas; impact of future satcom policies, national satcom programs, and launcher development; prospects for foreign operators; 10 year forecast of satellite demand and capacity lease revenue by service segment

4 TABLES & GRAPHS 01\ TELECOM AND SATCOM MARKET OVERVIEW IN INDIA COUNTRY OVERVIEW KEY MACRO ECONOMIC INDICATORS, POPULATION DENSITY MAP, DEMOGRAPHIC PYRAMID (2012) INDIAN TELECOM MARKET MAJOR TELECOM INDICATORS FOR INDIA (2012) CELLULAR SUBSCRIBERS AND PENETRATION ( ) OPTICAL FIBER AND SUBMARINE CABLE NETWORK MAP BROADBAND SUBSCRIBERS AND PENETRATION ( ) INDIAN SATELLITE COMMUNICATIONS SECTOR EVOLUTION OF INDIAN SATCOM MARKET ORGANIZATION CHART OF ISRO, MAIN ISRO CENTERS AND ACTIVITIES ISRO SPACE BUDGET WITH ACTIVITY BREAKDOWN ( ) ISRO BUDGET EVOLUTION ( ) THE INDIAN SATCOM MARKET VALUE CHAIN 02\ SATELLITE MANUFACTURING SECTOR THE SATELLITE MANUFACTURING SECTOR MAJOR ISRO SUB-CONTRACTORS FOR SATELLITE MANUFACTURING ISRO MANUFACTURING BUDGET (2013) WITH ACTIVITY BREAK DOWN TELECOM VS.OTHER SATELLITE MANUFACTURING BUDGET EVOLUTION ( ) THE USE OF FOREIGN SUPPLIERS IS DECREASING FOREIGN OUTSOURCING VS. DOMESTIC MANUFACTURING EVOLUTION BENCHMARK OF ISRO SATELLITES ISRO DOMESTIC TELECOM SATELLITE MANUFACTURING SWOT ANALYSIS PROSPECTS FOR THE FUTURE OF INDIA`S MANUFACTURING MARKET MANUFACTURNG REVENUE FROM INDIAN COMMUNICATION SATELLITES ( ) 03\ SATELLITE OPERATORS AND GROUND EQUIPMENT MARKET SATELLITE OPERATORS KU-BAND CAPACITY LEASING PROCESS IN INDIA C-BAND AND KU-BAND DEMAND BREAKDOWN BY OPERATOR (2013) ISRO/ANTRIX AS THE DOMINANT SATELLITE OPERATOR IN THE COUNTRY INSAT EVOLUTION ( ), MAJOR INSAT SATELLITES AND CUSTOMERS ACTIVE AND PLANNED REGULAR CAPACITY SUPPLY OF ISRO ( ), INSAT SWOT ANALYSIS CAPACITY PRICING BANDWIDTH LEASE RATE (2013) INSAT SUPPLY VS. DOMESTIC DEMAND ( ) ORBITAL SLOT COMPARISON: ISRO VS FOREIGN OPERATORS GROUND EQUIPMENT PROVIDERS ANNUAL SATELLITE GROUND EQUIPMENT MARKET REVENUE BY OPERATOR (2012) 04\ SATELLITE SERVICE SEGMENTS, MARKET SUMMARY AND FORECASTS SATELLITE SERVICES DTH SUBSCRIBERS BY PLATFORM ( ), KEY VIDEO NEIGHBORHOODS OVER INDIA (2013) DTH CHANNELS BY PLATFORM & TOTAL TRANSPONDERS USED ( ) CABLE TV SUBSCRIBERS AND PENETRATION ( ) LICENSED AND OPERATIONAL TV CHANNELS ( ) TV CONTRIBUTION FEEDS ( ), SNG MARKET BY OPERATOR (2012) TRUNKING CAPACITY DEMAND BY VSNL ( ) SATELLITE BACKHAUL SITES AND CAPACITY ( ) VSAT DEPLOYMENTS ( ) AND SERVICE REVENUE (2012) BY OPERATOR ANNUAL VSAT INSTALLATIONS BY SERVICE SEGMENTS (2012) VSAT TERMINAL COST & IMPORT DUTY ( ) SUMMARY AND FORECAST SUMMARY OF MARKET FORECASTS (2013 & 2023)

5 EUROCONSULT THOUGHT LEADERSHIP \ Over 30 Years of expertise Euroconsult is the leading global consulting firm specializing in satellite related services and in the broadcast markets. As a privately-owned, fully independent firm, we provide first-class strategic consulting, develop comprehensive research, and organize executive-level annual summits. With over 30 years of experience, Euroconsult is trusted by over 560 clients in 50 countries. We rely on a multi-cultural team of over 30 full-time experts based in Paris, Montreal and Washington, D.C., complemented by a network of senior affiliate consultants. EUROCONSULT RESEARCH Over the past 30 years, Euroconsult has maintained an unparalleled expertise in assessing trends in satellite services and in the digital broadcasting industry. We collect, update and assess on a yearly basis detailed market, industry, policy, program and financial information internationally. We have developed proprietary databases and forecast models that are systematically applied and are central to the publication of thematic research reports. The consistency of the approach is an essential quality trusted by leading organizations that are regular users over the years. and economic benchmarking, up-to-date information, and ten year forecasts supported by key ratios. With research published on an annual and biennial basis, these surveys have been used as reference tools by most public and private stakeholders involved in our sectors of expertise. Industrial companies Government programs & policies Satellite communications Earth observation Digital broadcasting and more... Euroconsult research focuses on the assessment of the industry including its structure, market players, revenues and dynamics. Research reports include long-term trends, commercial/ programmatic We are trusted experts in the satellite industry, advising the world s leading businesses and governments.

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