wifi - momo 26th feb

8/11/2019 WiFI - MOMO 26th Feb

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The Futute of Wi-FI Market in India

Opportunities, Challenges26th Feb 2007

Naveen RTelecom Analyst

www.tonsetelecom.com

Copyright 2007 tonse telecom.com. All rights reserved.
http://www.tonsetelecom.com/Indiatelecom%20stats.phphttp://www.tonsetelecom.com/Indiatelecom%20stats.php


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The Rising Face of Mobile & Wi-Fi in Indiawww.tonsetelecom.com


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MOBILITYMeans Different Things to Different People


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Loaded train


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Mobilitywww.tonsetelecom.comMobility


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Mobility www.tonsetelecom.com


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Mobility the New Leveler www.tonsetelecom.com


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Wireless

broadbandis the way

to go!!

2007: Year-of-Broadband www.tonsetelecom.com


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63

18

9

40

20

05

10

15

20

25

30

35

40

Subscribers in

Million

2005 2007 2010

Year

Broadband Policy 2004 Projections

Internet Subscr ibers

BroadBand Subscribers

India Broadband Policy www.tonsetelecom.com


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Local Content Driving Internet in India www.tonsetelecom.com

Matrimonial and Social Networking E-Governance initiative Online Food & Transportation Reservation Local Information and blogging

Online Utility payments Online Shopping

E-Com m er ce Activity in India (IAMAI)

268.18

522.72

129.557.95

29.50

100

200

300

400

500

600

2002 2003 2004 2005 2006

Year

B2C

$inmillion

B2C $ (mil)

Commerce In India To Be Rs. 9500 crore By 2007

Commerce In India is around Rs.4000 crore in 2006 up by 120%

This does not include Rs 4000 crores online travel purchases


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Investment in Internet Space 2006 www.tonsetelecom.com

iJive (($4.5 million from Matrix Partners India)TutorVista ($10.75 million from Lightspeed, Sequoia Capital and SV Bank in second round and $2 million fromSequoia in first round early this year.)MakeMyTrip ($13 million from Helion Venture Partners, Sierra Ventures, SAIF Partners)Carwale.com (Undisclosed amount: Seedfund)Travelguru (Undsiclosed amount from Sequoia Capital in the first round in February 2006, and $15 million in

second round from Battery Ventures and Sequoia)Picsquare ($75,000 from Angel Investors - Sanjay Swami, CEO of mChq, Shripati Acharya, founder of Snapfishand Vijay Iyer, VP (Marketing), Portal Systems)Sulekha.com ($10 million from Norwest Venture Partners)Guruji.com - ($7 million from Sequoia Capital India)Seventymm.com ($7 million from Matrix Partners India)BharatMatrimony ($8.6 million from Canaan Partners and Yahoo)

Cleartrip.com (Undisclosed: Kleiner Perkins Caufield & Byers and Sherpalo Ventures)Burrp! (Undisclosed: unnamed angel investors)BillDesk ($5 million from Clearstone Venture Partners)Naukri.com ($4.6 million by Kleiner Perkins and Sherpalo)Sixer.tv (Undisclosed: Linus Capital)Shaadi.com ($8 million from Sequoia Capital India)

Yatra Online ($5 million from Reliance Capital, Norwest Venture and TV18)


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`` Convergence Vision`

Caf hotspot

Hotel hotspot

Home Wi-Fi

network

Office Wi-Fi

network

Ai rpor t

PLMN Towers

Wi-Fi MobileConvergence

Wi-Fi Mobile Convergence www.tonsetelecom.com


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Shape of Things to Come ? www.tonsetelecom.com


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Shape of Things to Come ? www.tonsetelecom.com


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Human desire to be connected Drivers in place to enable Wi-Fi growth in

homes, schools, municipalities/rural areas,

hotspots, retail and enterprises Ecosystem growth: chips, manufacturers,

systems integrators, software, testing and govtsupport

Simple, affordable, complementary, easy todeploy

Wi-Fi in IndiaWhy Wi-Fi?


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Large young generation will demandubiquitous wireless data services!!

Mobile Generation

Always On Personalization

Social Networking

Wi-Fi market drivers in India www.tonsetelecom.com


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Rising incomes --- dual income families Global work force/flex-hours/always-on

Multiple IP devices in the home

IT/ITES/tech sector professionals Broadband in the home will proliferate

Wi-Fi: home sector drivers www.tonsetelecom.com


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Music sharing across Wi-Fi devices at home Wi-Fi in home audio/video

Wi-Fi gaming consoles Wi-Fi and cellular integration

Personal portal

Wi-Fi: Coming soon to a device near you www.tonsetelecom.com


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Nintendo Wii

Wi-Fi has become a must-have ingredientin the coolest consumer electronics


Nikon Coolpix

Microsoft Zune

Sony PS3NabaztagSony mylo T-Mobile MDA


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Rapidly changing face of retail in India Wi-Fi opportunity

Wi-Fi in high growth verticals www.tonsetelecom.com

50M Sq. Ft of retail space to be added by 2010(Industry estimates)


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Wi-Fi equipped mobile POS Wi-Fi equipped mobile Check-In Agent

Innovative enterprise Wi-Fi applications www.tonsetelecom.com

Indian enterprise wireless business applications untapped


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Resolution of PIN, roaming and billingissues at hotspots to drive usage rates

Education and awareness levels of Wi-Fistandards, security and capabilities

Deregulation of VoWi-Fi and decision onspectrum release

Key challenges for Wi-Fi in India www.tonsetelecom.com


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350 municipal deployments underwayin 29 countries worldwide (TroposNetworks)

132,000+ Hot Spots worldwide (JiWire)

Commuter-Fi trials in Melbourne, SFBay Area, Spain, and Santa Fe

82% of US hotels offer Wi-Fi(American Hotel & Lodging Assn.)

1000 hotspots in India, and growing

Success of Unwire-City projects

necessary for Wi-Fi ubiquity in India!

The Hotspots, muni deployments and commuter-fi www.tonsetelecom.com


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Wi-Fi industry offers new opportunities forstart-up companies in India

Intellectual property and products for the Wi-Fi industry

Indian start-ups joining Wi-Fi ecosystem www.tonsetelecom.com


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Enabler: PC penetration, steady growth www.tonsetelecom.com

India - Desktop ShipmentsSource: MAIT IMRB

14051882 1671

22943036 3633

46155600

010002000300040005000

6000

1999-

00

2000-

01

2001-

02

2002-

03

2003-

04

2004-

05

2005-

06*

2006-

07

Year

DesktopShipm

ents

in1000s


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Enabler: Laptop penetration, first time 2x growth! www.tonsetelecom.com

India Laptop Penetrati on

Source: Tonse Telecom Dec 06

0.045 0.051 0.177 0.4320.864

1.727

3.196

5.592

0.00

1.00

2.003.00

4.00

5.006.00

2002-03 2003-04 2004-05 2005-06 2006-07 2007-08 2008-09 2009-10

Year

#ofUnitsin

Millions

Impressive Growth Will Continue! CAGR: 52.96%


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The Wi-Fi gear in India to reach $279M in 2011 www.tonsetelecom.com

India WLAN Network Gear MarketSource: Tonse Telecom, Dec 06

2.67 11.33 18.44 23.11

36.9859.16

91.70

137.56

199.46

279.24

0.0

50.0

100.0

150.0

200.0

250.0

300.0

2002-03 2003-04 2004-05 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12

Year

MarketSizein

$M

Note: Does not Include services or embedded chip sets in

laptops/other devices


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Wi-Fi India market $744M in 2011 www.tonsetelecom.com

India Wi-Fi Market

Source: Tons e Telecom, Dec 06

41.578 80.014123.810

207.317

342.333

516.633

744.017

0.0

200.0

400.0

600.0

800.0

2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12

Year

Wi-FiMark

etSize($m)

WLAN Network gear + SI + SI tools + Professional Services (Testing/Certification/IPLicensing/Custom Software Development)

Note: Does not Include embedded chip sets in laptops/other devices


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Comparison Wi-Fi HotSpot Cyber-Caf Dial-Up Dial-Up Dial-Up Dial-Up Broadbandof Typical Net Access Net Access Peak Rates Off Peak Rates Peak-Rates Off peak Rates Unimited

Rates in India Pre-Paid Pre-Paid Post-Paid Post-Paid Usage Pack

Varies from Varies from Varies from Varies from Varies from Varies from Varies from

In INR free (some hotels) Rs.20 - Rs.60 Rs.14.6 - Rs.32 Rs.4.8 - Rs.19 Rs.15 - Rs.30 Rs.7.2 - Rs.18 Rs.3.75 - Rs.5.83

to Rs.150 per hour per hour per hour per hour per hour per hour per hour

In USD 0 - $3.33 $0.44 - $1.33 $0.32 -$0.71 $0.1 - $0.42 $0.33 -$0.66 $0.16 -$0.55 $0.08 - $0.13

per hour per hour per hour per hour per hour per hour per hour

Tonse Telecom, Dec '06

Effective Rates from top 5 ISPs' select plans, computed on basis of 8hours/day of usageInfo based on inputs from TRAI, industry, ISPs, hot-spot operators

Effective per-hour Rates for Internet Access mechanisms in Nov '06 in India

Wi-Fi market-enabler: declining broadband rates www.tonsetelecom.com


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Which one will be the Last Mile? www.tonsetelecom.com

Standard Family Primary Use

Radio

Tech

Downlink

(Mbps)

Uplink

(Mbps) Notes

802.16e WiMAX Mobile InternetMIMO-

SOFDMA70 70

Quoted speeds only achievable at very short ranges,more practically 10 Mbps at 10 km.

HIPERMAN HIPERMAN Mobile Internet OFDM 56.9 56.9

WiBro WiBro Mobile Internet OFDMA 50 50 Mobile range (900 m)

iBurstiBurst

802.20Mobile Internet HC-SDMA 64 64 3-12 km

UMTS W-

CDMA0.384 0.384

HSDPA+HS

UPA3.6 5.76

Wi-Fi

802.11n Wi-Fi Stationary 540

Stil l in development 2.4 GHz or 5 GHz

Spectrum

UMTS-TDDUMTS/3GS

MMobile Internet CDMA/TDD 16 16

Reported speeds according to IPWireless using16QAM modulation similar to HSDPA+HSUPA

LTE UMTSUMTS/4GS

MGeneral 4G

OFDMA/MIMO/S

>100 >50 Still in development

1xRTT CDMA2000 Mobile phone CDMA 0.144 0.144 Obsolete by EV-DO

EV-

DO 1x Rev.

B

CDMA2000 Mobile Internet CDMA/FDDRev B note: N is the number of 1.25 MHz chunks of

spectrum used. Not yet deployed.

HSDPA widely deployed. Typical downlink rates today1-2Mbps, ~200kbps uplink; future downlink up to

28.8Mbps.

UMTS/3GSM

Mobile phone CDMA/FDD
http://en.wikipedia.org/wiki/OFDMhttp://en.wikipedia.org/wiki/OFDMAhttp://en.wikipedia.org/wiki/CDMA2000http://en.wikipedia.org/wiki/Code_Division_Multiple_Accesshttp://en.wikipedia.org/wiki/OFDMhttp://en.wikipedia.org/wiki/OFDMAhttp://en.wikipedia.org/wiki/CDMA2000http://en.wikipedia.org/wiki/Code_Division_Multiple_Access


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Wi-Fi

hotspot

Wi-Fi

Ethernet

Access point

Caf W i-Fi

hotspot

Hotel Wi-Fihotspot

Home Wi-Fi

hotspot

Office Wi-Fi

hots ot

Airpo rt Wi -Fihotspot

WiMAXBase stationEthernet

Telco

OF

WiMAXSubscriber

WiMAX

Base station

Point-2-Point

Wi-Fi WiMAX Network

Wi-Fi enabler: WiMAX www.tonsetelecom.com


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www.tonsetelecom.comBangalore Unwire Project


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Long Range Wi-Fi www.tonsetelecom.com

Trango Broadband Wireless, set the world record for longest Wi-Fi transmission at137.2 miles


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In Europe, Wi-Fi as a last mile broadband wireless technology and mobileGSM handsets have started converging.

Challenges in India

Deregulation of VoWi-Fi and decision on spectrum release

Call rates are already among the lowest in the world

Challenges relating to fluctuating wireless throughput and roaming amongAPs

Regulation, Business Model and Cost of handsets

Voice over Wireless LAN www.tonsetelecom.com


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Research Reports, Market Updates and Directories

-India Broadband Wireless Access / WiMAX Study: Forecasts 2006-12 June 27

-Indian Mobile Game Vendor Directory March 31,06

-Indian Mobile Game Directory March 31, 06

-India WiMAX Market Update Feb 01, 06

-India Wireless Spectrum Update Nov 20, 06

If you are Looking for

-Custom research in Indian telecom

Publication

-India Telecom Analysis, Monthly Email Newsletter

Consulting Services

-Custom Research, Business Plan Development, Strategy and Market Development

Coming Soon-INDIA VAS MATRIX

-INDIA Broadband / WiMAX / 3G Newsletter

www.tonsetelecom.comAbout Tonse Telecom


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www.tonsetelecom.comAbout Tonse Telecom

Tonse Telecom is a full function end-to-end

technology Research and Consulting companyfocused on the telecom vertical


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Tonse Services India Telecom Intelligence www.tonsetelecom.com

Custom Research

Business Plans

Investment Advisory

Market Entry

Consulting & Independent Publications


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If you are Looking for-For Market Entry into India Telecom

-For Investing in Indian Telecom Space

-Sourcing Indian Telecom Software / Solutions

-For Market Intelligence in India Telecom

www.tonsetelecom.comContact Information

We could help

Tonse Telecom


[email protected]


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The Ubiquitous Wi-Fi! www.tonsetelecom.com

Thank you!

[email protected]+ 91 98458 47557

Contact:

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