For Sample copy of full MMI in excel version or call

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1 For Sample copy of full MMI in excel version or call G 3G BWA 4G 1

2 Table Of Contents SL No. CONTENTS SLIDE NO. 1 Wireless subscriber trends 3 2 Wireline Subscriber trends and Broadband Subscribers 4 3 Circle Wise: Wireless Subscriber Density 5 4 3G- Who has gone Live and where? 6 5 Wi-Fi builds up 7 6 Tower players move in-building (IBS) 8 7 Trends seen in Passive Infrastructure 9 8 Enterprise PBX comparison - Key players 10 9 Tonse Analysis: India Handsets Market for QE Mar Android, Apple OS analysis Comparison: Tablets launched in India(JFM-2011) Tonse Products Disclaimers Contact

3 WIRELESS SUBSCRIBER TRENDS Compiled by Tonse Telecom 3

4 Wireline, Broadband Subscribers 4

5 CIRCLE WISE: Wireless Subscriber Density ( Population and Area Wise) Feb-Mar 11 * Population forecast details sourced from Ministry of HR 5

6 3G- Who has gone Live and where? Metros Operators Delhi Mumbai Kolkata Karnatak BSNL / MTNL 3G 3G 24-Dec Feb-1 Tata Docomo Nov-10 Aircel Feb Feb-1 Airtel 3-Mar-11 8-Mar Jan-11 Vodafone 3G 3G 3G - Reliance 13-Dec Dec Dec-10 - Idea cellular G Licensed Circles 3G Launched Note: not all circles are fully lit up For more details go to Wireless Broadband section of MBI 6

7 Wi-Fi builds up Aircel has 50,000 WiFi Zones across India. Aircel's offering its WiFi services in 9 locations across India : Bangalore, Chennai, Delhi,Hyderabad, Haryana, Mumbai, Maharastra, West Bengal and Punjab. Aircel has partnered with Spectranet and O-zone for Wi Fi zones. Tikona Digital Networks implemented Aircel owned hotspots across India hotspots six metros Delhi, Mumbai, Bangalore, Kolkata, Chennai and Hyderabad. Spectranet plans to expand to three more cities across India by Spectranet plans to invest `500 crore to expand its services across 50,000 wi-fi hotspots. O-zone is planning to tie up with cellular operators Vodafone and Idea to provide Internet connectivity via WiFi. O-zone is already in a partnership with Airtel and Aircel. O-Zone and Alcatel Lucent have inked an agreement for jointly developing Wi-Fi hotspots across the country. O-zone has 5,000 Wi-Fi access points across the country, out of which 3,000 hotspots are already providing service. Zylog -Wi5 service is currently available in 154 locations. Wi5 subscribers in were 30,000 Revenue earned in = ` 23 Crores Future plans for : Zylog System expects to increase its customer base to 1,00,000. Plans to extend its footprint to 170 locations. 7

8 Tower players move in-building (IBS) For more details go to IBS section of MBI Buildings of size > 150K Sq. ft are considered for In Building Solutions(IBS). Annual Services Rev to Neutral Host :Tenancy of 1-3 is assumed in 2010 & 5 in MS TAM DAS IBS of the order of about $750mil over 4-5 year period Base Station for multiple Remote sites: Centralized in a Base Station Hotel Antennas/Radio masts remain Remote sites RF signals are sent over Fiber to Remote locations Huge OPEX savings: Power, real estate, Climate control & Supports multi operator. 8

9 Trends seen in Passive Infrastructure No dramatic landscape change within tower sector Demand side Already on Plateau and will drop further here on. Rural expansion / new towers likely but not urban. TRAI s recommendation: make Infra as essential service / under Unified license. Tenancy up to >2.5 & will grow further. Low volume players are exiting. ICR is kicking in / helping cost savings. Rural 2G expansion / Urban 3G capacity Requirements will be drivers. Co-lo 2G/3G sites will be in Demand. Quality of Experience will become Paramount as 3G kicks in. Impact on end-to-end QoS, backhaul capacity, energy efficiency, capacity, coverage will be paramount Soft issues such as Tower Aesthetics will kick in, Expect Zoning restrictions from Municipalities / Resident Associations / Governing agencies. Your biggest challenges will remain energy/ power costs, diesel theft, alternative power challenges will continue to bog tower businesses 9

10 Enterprise PBX comparison - Key players For more details go to Enterprise Broadband section of MBI 10

11 Tonse Analysis: India Handsets Market for QE Mar-2011 India Handset Analysis for QE Mar-2011 Total Handsets Launched in India for QE Mar-2011 were 101 Handsets. Handsets Launched with Wi-Fi were 26. Samsung & Nokia each launched 4 Wi-Fi enabled handsets. Videocon launched the highest number of handsets in India. Nokia plans to Launch 40 New Models this year, and 30% of them will be smartphones. 11

12 Tonse Analysis: India Handsets Market for QE Mar-2011 Sony Ericsson and HTC joined the Android Platform bandwagon. India Handset Analysis for QE Mar-2011 HTC, Samsung, Motorola, Sony Ericsson each launched two handsets on the Android Platform during this period. Nokia has announced plans of transferring its Symbian software activities to Accenture and is keen on focusing on windows platform. Iphone 4 was launched in India at the end of April High End (Handset price >15k), Mid-High (Price between 10k to 15 k), Mid-Low (5k to 10 k) and Low End (<5 k). MicroMax launched 6 handsets in the low end range. HTC launched 3 handsets in the high end range. 12

13 time How Android has Risen Acer- Liquid E, HTC (Aria, Desire, Droid Eris, Legend) Google- NexusOne, Lenovo- LePhone, LG (GT540 Optimus, VS740 Ally,Aloha, KU950 Optimus Z), Motorola (Charm, Milestone XT701, XT720, Motoroi, Defy, Flipout), Samsung- (M900 Moment, i5500, i5800 Teos,, Galaxy A, Acclaim, Moment II) HTC (Desire, Droid Incredible, Legend, Evo 4G, Desire HD, Desire Z, T-Mobile G2, HTC Wildfire), LG (LS670 Optimus S, P509 Optimus T) Motorola- (Droid X, Droid 2,Milestone 2, Motorola Droid 2 Global, Droid Pro) Android 2.2 (Froyo) Samsung Google Nexus S, Sony Ericsson- Xperia Arc, HTC Thunderbolt 4G, Motorola- Droid Bionic, Sony Ericsson- XPERIA X10 ARC, XPERIA Pro, XPERIA Neo Android 2.3 (Gingerbread) Samsung Galaxy Ace Android 3. 0 (Honeycomb) Support for 3D effects in Google Map 5.0 Support for multicore processor architectures HTTP Live streaming It provides support for NFC. It enables SIP audio & video calling. Extra Large Screen Size supported. Support for WebM/VP8 video playback New sensors support (i.e. gyroscope) It uses speed and performance optimization. It supports USB tethering and Wi-Fi hotspot functionality. It allows for app installation into memory card. It supports Flash 10.1 applications. It supports modified and added APIs. Gallery application syncs with Picasa Web Albums, Slideshow Exchange ActiveSync 2.5 support Abilities like double tap to zoom on User Interface HTML5 and Bluetooth 2.1 support Text area is speech-to-text enabled Jan 2010 (Android 2.1) May 2010 Dec 2010 Feb

14 Upcoming Android Devices Sony Ericsson- XPERIA X10 ARC Android 2.3, Qualcomm MSM7230 processor 4.2, 8.1mpx camera with an Exmor R sensor, HDMI (type D) port LG Optimus 2X Android 2.2, Dual Core NVidia Tegra 2 1 GHz 4" WVGA, 8 MP Camera, micro SD. HTC -Thunderbolt 4G Android 2.3, 1.2 GHz Qualcomm Snapdragon 4.3" Super LCD, 8 MP camera Dell Flash Android 2.2, 800 MHz Qualcomm MSM7230 processor 3.5-inch WVGA LCD screen, 5 MP autofocus cam, 512 MB of RAM, microsd expansion up to 64 GB Lenovo LePad Android 2.2, Snapdragon 8650A processor 1 display SRS speakers, and 1GB of RAM Samsung - Galaxy Tab 10.1 Android 3.0, dual-core processor 10.1" tablet, Bluetooth 2.1+EDR, and Wi-Fi a/b/g/n HTC Flyer Android " TFT display, with pen input as well as touch input Dell Smoke Android 2.2, 800 MHz Qualcomm MSM7230 processor 2.8-inch QVGA touchscreen, 5 MP autofocus cam, microsd expansion to 32 GB, Q Q

15 Rise of Apple ios Supporting Devices for Initial OS Ver. iphone 4, Apple TV Supporting Devices for Initial OS Ver. 4 th Gen ipod touch Supporting Devices for Initial OS Ver. iphone 4 (CDMA version) Ping and Game Centre Music social network High Dynamic Resolution Support for the ipod touch 4th Generation and the Apple TV 2G Supporting Devices for Initial OS Ver. ipad Support for all Apple A4 devices Initial support of ios 4.x to ipad, plus AirPlay and AirPrint Improved HTML 5 features Nitro JavaScript engine in Safari Personal Hotspot New ways to use the orientation lock Multitasking Folder support Backgrounds and Redrawn Icons/Voice Memos Multitasking Bluetooth + Wired Keyboard Support Game Centre and iad FaceTime video calling over Wi-Fi between two iphone June 2010 Sep 2010 Nov 2010 March

16 Tablets launched in India(JFM-2011)- comparison 16

17 Tonse Products 17

18 Disclaimers Disclaimers: The views expressed in this report reflect those of Tonse Telecom Pvt. Ltd., (Tonse) and are based on our current understanding of past and current events shaping the Indian Telecom industry. Information obtained herein is from sources believed to be reliable but Tonse will make no claims to the accuracy and completeness of the same. All opinions, estimates, projections, forecast or estimate set forth herein, are based on the author/s judgment as of the date of writing. Tonse has no obligation to update, modify or change a report or contents of an article or to notify a reader thereof in the event that any material in the said report or article changes or becomes inaccurate subsequently. Liability The report you are using has been arrived at by Tonse Telecom using information available in the public domain, primary interviews with relevant industry personnel, internal analysis of Tonse team based on our experience in the industry. Tonse Telecom will carry no liabilities to the accuracy of the information, correctness of the accounting or other methods adopted by different vendors in the industry or their reporting methods. This information has been provided for the use of the customer / client who has requested for this study / analysis or acquired license or paid for on a subscription basis and shall not be forwarded to other parties inside or outside of client s organization. 18

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