![\"\"](\"\/\/www.iser-br.com\/Themes\/Release\/images\/responsive\/ettelecom-default.jpg\")
“The number of new subscribers using the mobile internet per year plunged from pre-Covid levels of 60-70 million to around 35-40 million in CY2022, which has resulted in telcos potentially losing out on around a $300 million additional revenue opportunity, assuming that the extra 25 million new mobile broadband users would have easily generated at least $1 of incremental monthly ARPU for the operators,” said Tarun Pathak, research director at Counterpoint.
The growth of India’s internet user base is likely to stay subdued in calendar 2023 with smartphone prices unlikely to drop anytime soon. This scenario could potentially drag telcos’ revenue and average revenue per user (ARPU) growth levels in the current year, said the analysts and experts cited.
Data collated by the Telecom Regulatory Authority of India<\/a> (Trai) show India’s overall internet user base grew 4.3% on-year in CY2021 to 829.3 million after steady double-digit growth during 2015-20 amid the rising prices of entry-level smartphones that slowed down 2G-to-4G conversion.
Trai data show the overall internet user base fell marginally (0.5%) in the January-March period last year to 824.89 million. The wireless internet user base also remained almost stagnant between end-December 2021 (802.72 million) and end-June 2022 (808.13 million).
Analysts expect the subdued growth trend to continue in 2022 and much of 2023 as prices of entry-level smartphones are unlikely to cool off, thanks to high component prices, currency volatility and the war in Ukraine. In addition, the recent curbs imposed by the US on exports of advanced semiconductors and chip manufacturing gear to China could further stress global supply chains.
“Base smartphone prices are likely to remain expensive and the decline in smartphone shipments could continue at least till June-July, 2023, which would slow down 2G to 4G conversions,” said Nitin Soni, senior director at global ratings agency, Fitch<\/a>. “We estimate this could result in telcos reporting lower revenue and ARPU growth in CY2023 vs CY2022.”
Fitch estimates India’s top telcos to report 10.5% and 8.2% on-year growth in revenue and ARPU, respectively, in 2023 compared with 16.4% and 12.9%, respectively in 2022.
Bharti Airtel<\/a>, Reliance Jio<\/a> and Vodafone Idea (Vi) did not respond to ET’s queries.
At Airtel<\/a>’s fiscal second-quarter earnings call last November, managing director Gopal Vittal had said sustained pressure on semiconductor prices over six to eight months since March 2022 had pushed up entry-level smartphone prices from Rs 6,500 to Rs 10,000, which had led to a 30% reduction in feature phone to smartphone upgrades.
To be sure, sector experts believe there could be some revival in consumer appetite for smartphones once Reliance Jio and Bharti Airtel roll out 5G services across the country by the year-end.
Read also<\/h4><\/a><\/figure>iBus Group acquires Microsense to up focus on hospitality, retail WiFi segments<\/a><\/h5><\/div><\/a><\/figure>5G to fuel Airtel’s play in enterprise<\/a><\/h5><\/div><\/div><\/div>
“The full-fledged arrival of 5G across India by end-2023 could lead to smartphones becoming more affordable, which in turn could prompt many 2G users, who did not go 4G last year, to directly upgrade to 5G services,” said Fitch’s Soni.
CLSA pegs India’s current 5G smartphone base at 70 million and estimates the country’s mobile data penetration to rise a further 11 percentage points to 80% by March 2025. It also estimates India’s smartphone base will grow to 700 million by March 2025, propelled by countrywide 5G rollouts by Jio and Airtel.
“Bharti and Jio’s early 5G monetisation would be led by top-end mobile postpaid subscribers alongside increases in their mobile network capacities,” CLSA said in note. It added that 5G’s greater edge in India mobile would be due to larger blocks of airwaves and better spectrum efficiency.
Soni of Fitch, though, expects the 5G business case to be limited in the short term as most of the current applications are comfortably served by 4G, and penetration of 5G handsets in India is still less than 5%. He expects India’s top telcos to raise headline tariffs in CY2023, given the focus on profitability amid industry consolidation.
<\/body>","next_sibling":[{"msid":96897913,"title":"Will have to modify contracts with 1100 device manufacturers because of CCI order, Google says in SC filing","entity_type":"ARTICLE","link":"\/news\/will-have-to-modify-contracts-with-1100-device-manufacturers-because-of-cci-order-google-says-in-sc-filing\/96897913","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":96898006,"entity_type":"ARTICLE","title":"Growth of India mobile internet user base slowed sharply in 2022","synopsis":"Data collated by the Telecom Regulatory Authority of India (Trai) show India\u2019s overall internet user base grew 4.3% on-year in CY2021 to 829.3 million after steady double-digit growth during 2015-20 amid the rising prices of entry-level smartphones that slowed down 2G-to-4G conversion.","titleseo":"telecomnews\/growth-of-india-mobile-internet-user-base-slowed-sharply-in-2022","status":"ACTIVE","authors":[{"author_name":"Kalyan Parbat","author_link":"\/author\/4437\/kalyan-parbat","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/4437.cms?width=100&height=100&hostid=268","author_additional":{"thumbsize":true,"msid":4437,"author_name":"Kalyan Parbat","author_seo_name":"kalyan-parbat","designation":"Assistant Telecom Editor at the Level of Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":4114,"shares":0,"engagementtimems":12020000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2023-01-11 08:22:42","lastupd":"2023-01-11 08:22:43","breadcrumbTags":["mobile internet users","reliance jio","airtel","counterpoint research","Industry","telecom regulatory authority of india","telecom news","Bharti Airtel","Fitch","Indiatelecomdata"],"secinfo":{"seolocation":"telecomnews\/growth-of-india-mobile-internet-user-base-slowed-sharply-in-2022"}}" data-authors="[" kalyan parbat"]" data-category-name="" data-category_id="" data-date="2023-01-11" data-index="article_1">
- Telecom乐动扑克News
- 3分钟阅读
印度经济增长的移动互联网用户群在2022年大幅放缓
印度电信管理部门整理的数据(火车)显示印度的整体网络用户群CY2021房价同比增长4.3%至8.293亿期间稳定的两位数增长后2015 - 20的入门级智能手机价格上涨放缓之际2 g-to-4g转换。
加尔各答:新的移动互联网用户下降40 - 45% 2022年基地智能手机价格跳升,体重下降印度互联网用户群的增长,这一趋势可能会继续在2023年说行业专家和分析师。
“新用户使用移动互联网的数量每年从pre-Covid 60 - 70水平下降到约35 - 40在CY2022百万,这导致了电信公司可能失去约3亿美元的额外收入机会,假设额外的2500万个新移动宽带用户将会轻松地生成每月至少1美元的增量为运营商ARPU,”塔伦帕沙克说,研究主管对位。
印度的互联网用户群的增长很可能与智能手机价格不太可能保持柔和的2023年日历很快下降。这个场景可能拖电信公司的收入和每用户平均收入(ARPU)增长水平在当前财年,分析师和专家指出说。
整理的数据印度电信管理部门(火车)显示印度的整体网络用户群CY2021房价同比增长4.3%至8.293亿期间稳定的两位数增长后2015 - 20的入门级智能手机价格上涨放缓之际2 g-to-4g转换。
火车数据显示整个互联网用户基数下降(0.5%),去年1 - 8.2489亿。无线互联网用户也几乎停滞不前月底止的2021(8.0272亿)至2022年6月底(8.0813亿)。
分析师预计增长乏力的趋势在2022年和2023年的大部分时间里继续作为入门级智能手机的价格不太可能降温,由于组件价格高企,汇率波动和乌克兰的战争。此外,最近我们强加的限制向中国出口先进的半导体和芯片制造齿轮可能会进一步强调全球供应链。
“基本智能手机价格可能仍是昂贵的和智能手机出货量下降可能至少持续到6 - 2023,这将减缓2 g 4 g转换,“Nitin索尼说,高级主管全球评级机构,惠誉。“我们估计这可能导致电信公司报告较低的收入和ARPU CY2023 vs CY2022增长。”
惠誉估计,印度最大的电信公司报告在收入和ARPU,较上年同期增长10.5%和8.2%,分别比2023年的16.4%和12.9%,分别是在2022年。
Bharti Airtel,依赖Jio和沃达丰的想法(Vi)没有回应等的查询。
在附近的旅馆去年11月的财政季度财报电话会议,总经理Gopal Vittal说半导体价格持续压力在六至八个月2022年3月以来已经推高了入门级智能手机价格从6500卢比到10000卢比,这导致了减少30%功能手机智能手机升级。
可以肯定的是,行业专家认为可能有一些消费者对智能手机的需求复苏一旦依赖Jio和Bharti Airtel推出5 g服务于年底前全国各地。
“5 g的成熟的到来在印度- 2023年底可能会导致智能手机越来越便宜,这反过来会促使许多2 g用户,去年没有去4 g,直接升级到5 g服务,”惠誉的索尼说。
里昂证券挂钩印度目前的5 g智能手机基本在7000万和估计该国的移动数据渗透进一步上升到2025年3月11个基点至80%。它还估计印度的智能手机的基础将会增加至7亿,2025年3月,推动全国5 g糊涂事Jio和旅馆。
“Bharti Jio早期的5 g货币化将由高端移动邮资已付的用户与移动网络容量增加,”里昂证券(CLSA)在报告中称。它补充说,5 g的边在印度移动会更大,因为更大的块电波和更好的频谱效率。
不过,索尼的惠誉预计,5 g业务案例是有限的在短期内当前的大多数应用程序轻松的4 g,和印度的5 g手机普及率仍不到5%。他预计印度顶级电信运营商提高总体关税CY2023,鉴于关注盈利能力在行业整合。
<\/span><\/figcaption><\/figure>Kolkata: New mobile internet subscribers fell 40-45% in 2022 following the jump in base smartphone prices, weighing down India’s internet user base growth, a trend likely to continue in 2023, said industry<\/a> experts and analysts.
“The number of new subscribers using the mobile internet per year plunged from pre-Covid levels of 60-70 million to around 35-40 million in CY2022, which has resulted in telcos potentially losing out on around a $300 million additional revenue opportunity, assuming that the extra 25 million new mobile broadband users would have easily generated at least $1 of incremental monthly ARPU for the operators,” said Tarun Pathak, research director at Counterpoint.
The growth of India’s internet user base is likely to stay subdued in calendar 2023 with smartphone prices unlikely to drop anytime soon. This scenario could potentially drag telcos’ revenue and average revenue per user (ARPU) growth levels in the current year, said the analysts and experts cited.
Data collated by the Telecom Regulatory Authority of India<\/a> (Trai) show India’s overall internet user base grew 4.3% on-year in CY2021 to 829.3 million after steady double-digit growth during 2015-20 amid the rising prices of entry-level smartphones that slowed down 2G-to-4G conversion.
Trai data show the overall internet user base fell marginally (0.5%) in the January-March period last year to 824.89 million. The wireless internet user base also remained almost stagnant between end-December 2021 (802.72 million) and end-June 2022 (808.13 million).
Analysts expect the subdued growth trend to continue in 2022 and much of 2023 as prices of entry-level smartphones are unlikely to cool off, thanks to high component prices, currency volatility and the war in Ukraine. In addition, the recent curbs imposed by the US on exports of advanced semiconductors and chip manufacturing gear to China could further stress global supply chains.
“Base smartphone prices are likely to remain expensive and the decline in smartphone shipments could continue at least till June-July, 2023, which would slow down 2G to 4G conversions,” said Nitin Soni, senior director at global ratings agency, Fitch<\/a>. “We estimate this could result in telcos reporting lower revenue and ARPU growth in CY2023 vs CY2022.”
Fitch estimates India’s top telcos to report 10.5% and 8.2% on-year growth in revenue and ARPU, respectively, in 2023 compared with 16.4% and 12.9%, respectively in 2022.
Bharti Airtel<\/a>, Reliance Jio<\/a> and Vodafone Idea (Vi) did not respond to ET’s queries.
At Airtel<\/a>’s fiscal second-quarter earnings call last November, managing director Gopal Vittal had said sustained pressure on semiconductor prices over six to eight months since March 2022 had pushed up entry-level smartphone prices from Rs 6,500 to Rs 10,000, which had led to a 30% reduction in feature phone to smartphone upgrades.
To be sure, sector experts believe there could be some revival in consumer appetite for smartphones once Reliance Jio and Bharti Airtel roll out 5G services across the country by the year-end.
Read also<\/h4><\/a><\/figure>iBus Group acquires Microsense to up focus on hospitality, retail WiFi segments<\/a><\/h5><\/div><\/a><\/figure>5G to fuel Airtel’s play in enterprise<\/a><\/h5><\/div><\/div><\/div>
“The full-fledged arrival of 5G across India by end-2023 could lead to smartphones becoming more affordable, which in turn could prompt many 2G users, who did not go 4G last year, to directly upgrade to 5G services,” said Fitch’s Soni.
CLSA pegs India’s current 5G smartphone base at 70 million and estimates the country’s mobile data penetration to rise a further 11 percentage points to 80% by March 2025. It also estimates India’s smartphone base will grow to 700 million by March 2025, propelled by countrywide 5G rollouts by Jio and Airtel.
“Bharti and Jio’s early 5G monetisation would be led by top-end mobile postpaid subscribers alongside increases in their mobile network capacities,” CLSA said in note. It added that 5G’s greater edge in India mobile would be due to larger blocks of airwaves and better spectrum efficiency.
Soni of Fitch, though, expects the 5G business case to be limited in the short term as most of the current applications are comfortably served by 4G, and penetration of 5G handsets in India is still less than 5%. He expects India’s top telcos to raise headline tariffs in CY2023, given the focus on profitability amid industry consolidation.
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<\/a><\/figure>iBus Group acquires Microsense to up focus on hospitality, retail WiFi segments<\/a><\/h5><\/div><\/a><\/figure>5G to fuel Airtel’s play in enterprise<\/a><\/h5><\/div><\/div><\/div>
“The full-fledged arrival of 5G across India by end-2023 could lead to smartphones becoming more affordable, which in turn could prompt many 2G users, who did not go 4G last year, to directly upgrade to 5G services,” said Fitch’s Soni.
CLSA pegs India’s current 5G smartphone base at 70 million and estimates the country’s mobile data penetration to rise a further 11 percentage points to 80% by March 2025. It also estimates India’s smartphone base will grow to 700 million by March 2025, propelled by countrywide 5G rollouts by Jio and Airtel.
“Bharti and Jio’s early 5G monetisation would be led by top-end mobile postpaid subscribers alongside increases in their mobile network capacities,” CLSA said in note. It added that 5G’s greater edge in India mobile would be due to larger blocks of airwaves and better spectrum efficiency.
Soni of Fitch, though, expects the 5G business case to be limited in the short term as most of the current applications are comfortably served by 4G, and penetration of 5G handsets in India is still less than 5%. He expects India’s top telcos to raise headline tariffs in CY2023, given the focus on profitability amid industry consolidation.
<\/body>","next_sibling":[{"msid":96897913,"title":"Will have to modify contracts with 1100 device manufacturers because of CCI order, Google says in SC filing","entity_type":"ARTICLE","link":"\/news\/will-have-to-modify-contracts-with-1100-device-manufacturers-because-of-cci-order-google-says-in-sc-filing\/96897913","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":96898006,"entity_type":"ARTICLE","title":"Growth of India mobile internet user base slowed sharply in 2022","synopsis":"Data collated by the Telecom Regulatory Authority of India (Trai) show India\u2019s overall internet user base grew 4.3% on-year in CY2021 to 829.3 million after steady double-digit growth during 2015-20 amid the rising prices of entry-level smartphones that slowed down 2G-to-4G conversion.","titleseo":"telecomnews\/growth-of-india-mobile-internet-user-base-slowed-sharply-in-2022","status":"ACTIVE","authors":[{"author_name":"Kalyan Parbat","author_link":"\/author\/4437\/kalyan-parbat","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/4437.cms?width=100&height=100&hostid=268","author_additional":{"thumbsize":true,"msid":4437,"author_name":"Kalyan Parbat","author_seo_name":"kalyan-parbat","designation":"Assistant Telecom Editor at the Level of Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":4114,"shares":0,"engagementtimems":12020000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2023-01-11 08:22:42","lastupd":"2023-01-11 08:22:43","breadcrumbTags":["mobile internet users","reliance jio","airtel","counterpoint research","Industry","telecom regulatory authority of india","telecom news","Bharti Airtel","Fitch","Indiatelecomdata"],"secinfo":{"seolocation":"telecomnews\/growth-of-india-mobile-internet-user-base-slowed-sharply-in-2022"}}" data-authors="[" kalyan parbat"]" data-category-name="" data-category_id="" data-date="2023-01-11" data-index="article_1">
- Telecom乐动扑克News
- 3分钟阅读
印度经济增长的移动互联网用户群在2022年大幅放缓
印度电信管理部门整理的数据(火车)显示印度的整体网络用户群CY2021房价同比增长4.3%至8.293亿期间稳定的两位数增长后2015 - 20的入门级智能手机价格上涨放缓之际2 g-to-4g转换。
加尔各答:新的移动互联网用户下降40 - 45% 2022年基地智能手机价格跳升,体重下降印度互联网用户群的增长,这一趋势可能会继续在2023年说行业专家和分析师。
“新用户使用移动互联网的数量每年从pre-Covid 60 - 70水平下降到约35 - 40在CY2022百万,这导致了电信公司可能失去约3亿美元的额外收入机会,假设额外的2500万个新移动宽带用户将会轻松地生成每月至少1美元的增量为运营商ARPU,”塔伦帕沙克说,研究主管对位。
印度的互联网用户群的增长很可能与智能手机价格不太可能保持柔和的2023年日历很快下降。这个场景可能拖电信公司的收入和每用户平均收入(ARPU)增长水平在当前财年,分析师和专家指出说。
整理的数据印度电信管理部门(火车)显示印度的整体网络用户群CY2021房价同比增长4.3%至8.293亿期间稳定的两位数增长后2015 - 20的入门级智能手机价格上涨放缓之际2 g-to-4g转换。
火车数据显示整个互联网用户基数下降(0.5%),去年1 - 8.2489亿。无线互联网用户也几乎停滞不前月底止的2021(8.0272亿)至2022年6月底(8.0813亿)。
分析师预计增长乏力的趋势在2022年和2023年的大部分时间里继续作为入门级智能手机的价格不太可能降温,由于组件价格高企,汇率波动和乌克兰的战争。此外,最近我们强加的限制向中国出口先进的半导体和芯片制造齿轮可能会进一步强调全球供应链。
“基本智能手机价格可能仍是昂贵的和智能手机出货量下降可能至少持续到6 - 2023,这将减缓2 g 4 g转换,“Nitin索尼说,高级主管全球评级机构,惠誉。“我们估计这可能导致电信公司报告较低的收入和ARPU CY2023 vs CY2022增长。”
惠誉估计,印度最大的电信公司报告在收入和ARPU,较上年同期增长10.5%和8.2%,分别比2023年的16.4%和12.9%,分别是在2022年。
Bharti Airtel,依赖Jio和沃达丰的想法(Vi)没有回应等的查询。
在附近的旅馆去年11月的财政季度财报电话会议,总经理Gopal Vittal说半导体价格持续压力在六至八个月2022年3月以来已经推高了入门级智能手机价格从6500卢比到10000卢比,这导致了减少30%功能手机智能手机升级。
可以肯定的是,行业专家认为可能有一些消费者对智能手机的需求复苏一旦依赖Jio和Bharti Airtel推出5 g服务于年底前全国各地。
“5 g的成熟的到来在印度- 2023年底可能会导致智能手机越来越便宜,这反过来会促使许多2 g用户,去年没有去4 g,直接升级到5 g服务,”惠誉的索尼说。
里昂证券挂钩印度目前的5 g智能手机基本在7000万和估计该国的移动数据渗透进一步上升到2025年3月11个基点至80%。它还估计印度的智能手机的基础将会增加至7亿,2025年3月,推动全国5 g糊涂事Jio和旅馆。
“Bharti Jio早期的5 g货币化将由高端移动邮资已付的用户与移动网络容量增加,”里昂证券(CLSA)在报告中称。它补充说,5 g的边在印度移动会更大,因为更大的块电波和更好的频谱效率。
不过,索尼的惠誉预计,5 g业务案例是有限的在短期内当前的大多数应用程序轻松的4 g,和印度的5 g手机普及率仍不到5%。他预计印度顶级电信运营商提高总体关税CY2023,鉴于关注盈利能力在行业整合。
<\/span><\/figcaption><\/figure>Kolkata: New mobile internet subscribers fell 40-45% in 2022 following the jump in base smartphone prices, weighing down India’s internet user base growth, a trend likely to continue in 2023, said industry<\/a> experts and analysts.
“The number of new subscribers using the mobile internet per year plunged from pre-Covid levels of 60-70 million to around 35-40 million in CY2022, which has resulted in telcos potentially losing out on around a $300 million additional revenue opportunity, assuming that the extra 25 million new mobile broadband users would have easily generated at least $1 of incremental monthly ARPU for the operators,” said Tarun Pathak, research director at Counterpoint.
The growth of India’s internet user base is likely to stay subdued in calendar 2023 with smartphone prices unlikely to drop anytime soon. This scenario could potentially drag telcos’ revenue and average revenue per user (ARPU) growth levels in the current year, said the analysts and experts cited.
Data collated by the Telecom Regulatory Authority of India<\/a> (Trai) show India’s overall internet user base grew 4.3% on-year in CY2021 to 829.3 million after steady double-digit growth during 2015-20 amid the rising prices of entry-level smartphones that slowed down 2G-to-4G conversion.
Trai data show the overall internet user base fell marginally (0.5%) in the January-March period last year to 824.89 million. The wireless internet user base also remained almost stagnant between end-December 2021 (802.72 million) and end-June 2022 (808.13 million).
Analysts expect the subdued growth trend to continue in 2022 and much of 2023 as prices of entry-level smartphones are unlikely to cool off, thanks to high component prices, currency volatility and the war in Ukraine. In addition, the recent curbs imposed by the US on exports of advanced semiconductors and chip manufacturing gear to China could further stress global supply chains.
“Base smartphone prices are likely to remain expensive and the decline in smartphone shipments could continue at least till June-July, 2023, which would slow down 2G to 4G conversions,” said Nitin Soni, senior director at global ratings agency, Fitch<\/a>. “We estimate this could result in telcos reporting lower revenue and ARPU growth in CY2023 vs CY2022.”
Fitch estimates India’s top telcos to report 10.5% and 8.2% on-year growth in revenue and ARPU, respectively, in 2023 compared with 16.4% and 12.9%, respectively in 2022.
Bharti Airtel<\/a>, Reliance Jio<\/a> and Vodafone Idea (Vi) did not respond to ET’s queries.
At Airtel<\/a>’s fiscal second-quarter earnings call last November, managing director Gopal Vittal had said sustained pressure on semiconductor prices over six to eight months since March 2022 had pushed up entry-level smartphone prices from Rs 6,500 to Rs 10,000, which had led to a 30% reduction in feature phone to smartphone upgrades.
To be sure, sector experts believe there could be some revival in consumer appetite for smartphones once Reliance Jio and Bharti Airtel roll out 5G services across the country by the year-end.
Read also<\/h4><\/a><\/figure>iBus Group acquires Microsense to up focus on hospitality, retail WiFi segments<\/a><\/h5><\/div><\/a><\/figure>5G to fuel Airtel’s play in enterprise<\/a><\/h5><\/div><\/div><\/div>
“The full-fledged arrival of 5G across India by end-2023 could lead to smartphones becoming more affordable, which in turn could prompt many 2G users, who did not go 4G last year, to directly upgrade to 5G services,” said Fitch’s Soni.
CLSA pegs India’s current 5G smartphone base at 70 million and estimates the country’s mobile data penetration to rise a further 11 percentage points to 80% by March 2025. It also estimates India’s smartphone base will grow to 700 million by March 2025, propelled by countrywide 5G rollouts by Jio and Airtel.
“Bharti and Jio’s early 5G monetisation would be led by top-end mobile postpaid subscribers alongside increases in their mobile network capacities,” CLSA said in note. It added that 5G’s greater edge in India mobile would be due to larger blocks of airwaves and better spectrum efficiency.
Soni of Fitch, though, expects the 5G business case to be limited in the short term as most of the current applications are comfortably served by 4G, and penetration of 5G handsets in India is still less than 5%. He expects India’s top telcos to raise headline tariffs in CY2023, given the focus on profitability amid industry consolidation.
<\/body>","next_sibling":[{"msid":96897913,"title":"Will have to modify contracts with 1100 device manufacturers because of CCI order, Google says in SC filing","entity_type":"ARTICLE","link":"\/news\/will-have-to-modify-contracts-with-1100-device-manufacturers-because-of-cci-order-google-says-in-sc-filing\/96897913","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":96898006,"entity_type":"ARTICLE","title":"Growth of India mobile internet user base slowed sharply in 2022","synopsis":"Data collated by the Telecom Regulatory Authority of India (Trai) show India\u2019s overall internet user base grew 4.3% on-year in CY2021 to 829.3 million after steady double-digit growth during 2015-20 amid the rising prices of entry-level smartphones that slowed down 2G-to-4G conversion.","titleseo":"telecomnews\/growth-of-india-mobile-internet-user-base-slowed-sharply-in-2022","status":"ACTIVE","authors":[{"author_name":"Kalyan Parbat","author_link":"\/author\/4437\/kalyan-parbat","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/4437.cms?width=100&height=100&hostid=268","author_additional":{"thumbsize":true,"msid":4437,"author_name":"Kalyan Parbat","author_seo_name":"kalyan-parbat","designation":"Assistant Telecom Editor at the Level of Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":4114,"shares":0,"engagementtimems":12020000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2023-01-11 08:22:42","lastupd":"2023-01-11 08:22:43","breadcrumbTags":["mobile internet users","reliance jio","airtel","counterpoint research","Industry","telecom regulatory authority of india","telecom news","Bharti Airtel","Fitch","Indiatelecomdata"],"secinfo":{"seolocation":"telecomnews\/growth-of-india-mobile-internet-user-base-slowed-sharply-in-2022"}}" data-news_link="//www.iser-br.com/news/growth-of-india-mobile-internet-user-base-slowed-sharply-in-2022/96898006">
<\/a><\/figure>5G to fuel Airtel’s play in enterprise<\/a><\/h5><\/div><\/div><\/div>
“The full-fledged arrival of 5G across India by end-2023 could lead to smartphones becoming more affordable, which in turn could prompt many 2G users, who did not go 4G last year, to directly upgrade to 5G services,” said Fitch’s Soni.
CLSA pegs India’s current 5G smartphone base at 70 million and estimates the country’s mobile data penetration to rise a further 11 percentage points to 80% by March 2025. It also estimates India’s smartphone base will grow to 700 million by March 2025, propelled by countrywide 5G rollouts by Jio and Airtel.
“Bharti and Jio’s early 5G monetisation would be led by top-end mobile postpaid subscribers alongside increases in their mobile network capacities,” CLSA said in note. It added that 5G’s greater edge in India mobile would be due to larger blocks of airwaves and better spectrum efficiency.
Soni of Fitch, though, expects the 5G business case to be limited in the short term as most of the current applications are comfortably served by 4G, and penetration of 5G handsets in India is still less than 5%. He expects India’s top telcos to raise headline tariffs in CY2023, given the focus on profitability amid industry consolidation.
<\/body>","next_sibling":[{"msid":96897913,"title":"Will have to modify contracts with 1100 device manufacturers because of CCI order, Google says in SC filing","entity_type":"ARTICLE","link":"\/news\/will-have-to-modify-contracts-with-1100-device-manufacturers-because-of-cci-order-google-says-in-sc-filing\/96897913","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":96898006,"entity_type":"ARTICLE","title":"Growth of India mobile internet user base slowed sharply in 2022","synopsis":"Data collated by the Telecom Regulatory Authority of India (Trai) show India\u2019s overall internet user base grew 4.3% on-year in CY2021 to 829.3 million after steady double-digit growth during 2015-20 amid the rising prices of entry-level smartphones that slowed down 2G-to-4G conversion.","titleseo":"telecomnews\/growth-of-india-mobile-internet-user-base-slowed-sharply-in-2022","status":"ACTIVE","authors":[{"author_name":"Kalyan Parbat","author_link":"\/author\/4437\/kalyan-parbat","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/4437.cms?width=100&height=100&hostid=268","author_additional":{"thumbsize":true,"msid":4437,"author_name":"Kalyan Parbat","author_seo_name":"kalyan-parbat","designation":"Assistant Telecom Editor at the Level of Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":4114,"shares":0,"engagementtimems":12020000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2023-01-11 08:22:42","lastupd":"2023-01-11 08:22:43","breadcrumbTags":["mobile internet users","reliance jio","airtel","counterpoint research","Industry","telecom regulatory authority of india","telecom news","Bharti Airtel","Fitch","Indiatelecomdata"],"secinfo":{"seolocation":"telecomnews\/growth-of-india-mobile-internet-user-base-slowed-sharply-in-2022"}}" data-authors="[" kalyan parbat"]" data-category-name="" data-category_id="" data-date="2023-01-11" data-index="article_1">
- Telecom乐动扑克News
- 3分钟阅读
印度经济增长的移动互联网用户群在2022年大幅放缓
印度电信管理部门整理的数据(火车)显示印度的整体网络用户群CY2021房价同比增长4.3%至8.293亿期间稳定的两位数增长后2015 - 20的入门级智能手机价格上涨放缓之际2 g-to-4g转换。
加尔各答:新的移动互联网用户下降40 - 45% 2022年基地智能手机价格跳升,体重下降印度互联网用户群的增长,这一趋势可能会继续在2023年说行业专家和分析师。
“新用户使用移动互联网的数量每年从pre-Covid 60 - 70水平下降到约35 - 40在CY2022百万,这导致了电信公司可能失去约3亿美元的额外收入机会,假设额外的2500万个新移动宽带用户将会轻松地生成每月至少1美元的增量为运营商ARPU,”塔伦帕沙克说,研究主管对位。
印度的互联网用户群的增长很可能与智能手机价格不太可能保持柔和的2023年日历很快下降。这个场景可能拖电信公司的收入和每用户平均收入(ARPU)增长水平在当前财年,分析师和专家指出说。
整理的数据印度电信管理部门(火车)显示印度的整体网络用户群CY2021房价同比增长4.3%至8.293亿期间稳定的两位数增长后2015 - 20的入门级智能手机价格上涨放缓之际2 g-to-4g转换。
火车数据显示整个互联网用户基数下降(0.5%),去年1 - 8.2489亿。无线互联网用户也几乎停滞不前月底止的2021(8.0272亿)至2022年6月底(8.0813亿)。
分析师预计增长乏力的趋势在2022年和2023年的大部分时间里继续作为入门级智能手机的价格不太可能降温,由于组件价格高企,汇率波动和乌克兰的战争。此外,最近我们强加的限制向中国出口先进的半导体和芯片制造齿轮可能会进一步强调全球供应链。
“基本智能手机价格可能仍是昂贵的和智能手机出货量下降可能至少持续到6 - 2023,这将减缓2 g 4 g转换,“Nitin索尼说,高级主管全球评级机构,惠誉。“我们估计这可能导致电信公司报告较低的收入和ARPU CY2023 vs CY2022增长。”
惠誉估计,印度最大的电信公司报告在收入和ARPU,较上年同期增长10.5%和8.2%,分别比2023年的16.4%和12.9%,分别是在2022年。
Bharti Airtel,依赖Jio和沃达丰的想法(Vi)没有回应等的查询。
在附近的旅馆去年11月的财政季度财报电话会议,总经理Gopal Vittal说半导体价格持续压力在六至八个月2022年3月以来已经推高了入门级智能手机价格从6500卢比到10000卢比,这导致了减少30%功能手机智能手机升级。
可以肯定的是,行业专家认为可能有一些消费者对智能手机的需求复苏一旦依赖Jio和Bharti Airtel推出5 g服务于年底前全国各地。
“5 g的成熟的到来在印度- 2023年底可能会导致智能手机越来越便宜,这反过来会促使许多2 g用户,去年没有去4 g,直接升级到5 g服务,”惠誉的索尼说。
里昂证券挂钩印度目前的5 g智能手机基本在7000万和估计该国的移动数据渗透进一步上升到2025年3月11个基点至80%。它还估计印度的智能手机的基础将会增加至7亿,2025年3月,推动全国5 g糊涂事Jio和旅馆。
“Bharti Jio早期的5 g货币化将由高端移动邮资已付的用户与移动网络容量增加,”里昂证券(CLSA)在报告中称。它补充说,5 g的边在印度移动会更大,因为更大的块电波和更好的频谱效率。
不过,索尼的惠誉预计,5 g业务案例是有限的在短期内当前的大多数应用程序轻松的4 g,和印度的5 g手机普及率仍不到5%。他预计印度顶级电信运营商提高总体关税CY2023,鉴于关注盈利能力在行业整合。
<\/span><\/figcaption><\/figure>Kolkata: New mobile internet subscribers fell 40-45% in 2022 following the jump in base smartphone prices, weighing down India’s internet user base growth, a trend likely to continue in 2023, said industry<\/a> experts and analysts.
“The number of new subscribers using the mobile internet per year plunged from pre-Covid levels of 60-70 million to around 35-40 million in CY2022, which has resulted in telcos potentially losing out on around a $300 million additional revenue opportunity, assuming that the extra 25 million new mobile broadband users would have easily generated at least $1 of incremental monthly ARPU for the operators,” said Tarun Pathak, research director at Counterpoint.
The growth of India’s internet user base is likely to stay subdued in calendar 2023 with smartphone prices unlikely to drop anytime soon. This scenario could potentially drag telcos’ revenue and average revenue per user (ARPU) growth levels in the current year, said the analysts and experts cited.
Data collated by the Telecom Regulatory Authority of India<\/a> (Trai) show India’s overall internet user base grew 4.3% on-year in CY2021 to 829.3 million after steady double-digit growth during 2015-20 amid the rising prices of entry-level smartphones that slowed down 2G-to-4G conversion.
Trai data show the overall internet user base fell marginally (0.5%) in the January-March period last year to 824.89 million. The wireless internet user base also remained almost stagnant between end-December 2021 (802.72 million) and end-June 2022 (808.13 million).
Analysts expect the subdued growth trend to continue in 2022 and much of 2023 as prices of entry-level smartphones are unlikely to cool off, thanks to high component prices, currency volatility and the war in Ukraine. In addition, the recent curbs imposed by the US on exports of advanced semiconductors and chip manufacturing gear to China could further stress global supply chains.
“Base smartphone prices are likely to remain expensive and the decline in smartphone shipments could continue at least till June-July, 2023, which would slow down 2G to 4G conversions,” said Nitin Soni, senior director at global ratings agency, Fitch<\/a>. “We estimate this could result in telcos reporting lower revenue and ARPU growth in CY2023 vs CY2022.”
Fitch estimates India’s top telcos to report 10.5% and 8.2% on-year growth in revenue and ARPU, respectively, in 2023 compared with 16.4% and 12.9%, respectively in 2022.
Bharti Airtel<\/a>, Reliance Jio<\/a> and Vodafone Idea (Vi) did not respond to ET’s queries.
At Airtel<\/a>’s fiscal second-quarter earnings call last November, managing director Gopal Vittal had said sustained pressure on semiconductor prices over six to eight months since March 2022 had pushed up entry-level smartphone prices from Rs 6,500 to Rs 10,000, which had led to a 30% reduction in feature phone to smartphone upgrades.
To be sure, sector experts believe there could be some revival in consumer appetite for smartphones once Reliance Jio and Bharti Airtel roll out 5G services across the country by the year-end.
Read also<\/h4><\/a><\/figure>iBus Group acquires Microsense to up focus on hospitality, retail WiFi segments<\/a><\/h5><\/div><\/a><\/figure>5G to fuel Airtel’s play in enterprise<\/a><\/h5><\/div><\/div><\/div>
“The full-fledged arrival of 5G across India by end-2023 could lead to smartphones becoming more affordable, which in turn could prompt many 2G users, who did not go 4G last year, to directly upgrade to 5G services,” said Fitch’s Soni.
CLSA pegs India’s current 5G smartphone base at 70 million and estimates the country’s mobile data penetration to rise a further 11 percentage points to 80% by March 2025. It also estimates India’s smartphone base will grow to 700 million by March 2025, propelled by countrywide 5G rollouts by Jio and Airtel.
“Bharti and Jio’s early 5G monetisation would be led by top-end mobile postpaid subscribers alongside increases in their mobile network capacities,” CLSA said in note. It added that 5G’s greater edge in India mobile would be due to larger blocks of airwaves and better spectrum efficiency.
Soni of Fitch, though, expects the 5G business case to be limited in the short term as most of the current applications are comfortably served by 4G, and penetration of 5G handsets in India is still less than 5%. He expects India’s top telcos to raise headline tariffs in CY2023, given the focus on profitability amid industry consolidation.
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- Telecom乐动扑克News
- 3分钟阅读
印度经济增长的移动互联网用户群在2022年大幅放缓
印度电信管理部门整理的数据(火车)显示印度的整体网络用户群CY2021房价同比增长4.3%至8.293亿期间稳定的两位数增长后2015 - 20的入门级智能手机价格上涨放缓之际2 g-to-4g转换。
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“新用户使用移动互联网的数量每年从pre-Covid 60 - 70水平下降到约35 - 40在CY2022百万,这导致了电信公司可能失去约3亿美元的额外收入机会,假设额外的2500万个新移动宽带用户将会轻松地生成每月至少1美元的增量为运营商ARPU,”塔伦帕沙克说,研究主管对位。
印度的互联网用户群的增长很可能与智能手机价格不太可能保持柔和的2023年日历很快下降。这个场景可能拖电信公司的收入和每用户平均收入(ARPU)增长水平在当前财年,分析师和专家指出说。
整理的数据印度电信管理部门(火车)显示印度的整体网络用户群CY2021房价同比增长4.3%至8.293亿期间稳定的两位数增长后2015 - 20的入门级智能手机价格上涨放缓之际2 g-to-4g转换。
火车数据显示整个互联网用户基数下降(0.5%),去年1 - 8.2489亿。无线互联网用户也几乎停滞不前月底止的2021(8.0272亿)至2022年6月底(8.0813亿)。
分析师预计增长乏力的趋势在2022年和2023年的大部分时间里继续作为入门级智能手机的价格不太可能降温,由于组件价格高企,汇率波动和乌克兰的战争。此外,最近我们强加的限制向中国出口先进的半导体和芯片制造齿轮可能会进一步强调全球供应链。
“基本智能手机价格可能仍是昂贵的和智能手机出货量下降可能至少持续到6 - 2023,这将减缓2 g 4 g转换,“Nitin索尼说,高级主管全球评级机构,惠誉。“我们估计这可能导致电信公司报告较低的收入和ARPU CY2023 vs CY2022增长。”
惠誉估计,印度最大的电信公司报告在收入和ARPU,较上年同期增长10.5%和8.2%,分别比2023年的16.4%和12.9%,分别是在2022年。
Bharti Airtel,依赖Jio和沃达丰的想法(Vi)没有回应等的查询。
在附近的旅馆去年11月的财政季度财报电话会议,总经理Gopal Vittal说半导体价格持续压力在六至八个月2022年3月以来已经推高了入门级智能手机价格从6500卢比到10000卢比,这导致了减少30%功能手机智能手机升级。
可以肯定的是,行业专家认为可能有一些消费者对智能手机的需求复苏一旦依赖Jio和Bharti Airtel推出5 g服务于年底前全国各地。
“5 g的成熟的到来在印度- 2023年底可能会导致智能手机越来越便宜,这反过来会促使许多2 g用户,去年没有去4 g,直接升级到5 g服务,”惠誉的索尼说。
里昂证券挂钩印度目前的5 g智能手机基本在7000万和估计该国的移动数据渗透进一步上升到2025年3月11个基点至80%。它还估计印度的智能手机的基础将会增加至7亿,2025年3月,推动全国5 g糊涂事Jio和旅馆。
“Bharti Jio早期的5 g货币化将由高端移动邮资已付的用户与移动网络容量增加,”里昂证券(CLSA)在报告中称。它补充说,5 g的边在印度移动会更大,因为更大的块电波和更好的频谱效率。
不过,索尼的惠誉预计,5 g业务案例是有限的在短期内当前的大多数应用程序轻松的4 g,和印度的5 g手机普及率仍不到5%。他预计印度顶级电信运营商提高总体关税CY2023,鉴于关注盈利能力在行业整合。
“The number of new subscribers using the mobile internet per year plunged from pre-Covid levels of 60-70 million to around 35-40 million in CY2022, which has resulted in telcos potentially losing out on around a $300 million additional revenue opportunity, assuming that the extra 25 million new mobile broadband users would have easily generated at least $1 of incremental monthly ARPU for the operators,” said Tarun Pathak, research director at Counterpoint.
The growth of India’s internet user base is likely to stay subdued in calendar 2023 with smartphone prices unlikely to drop anytime soon. This scenario could potentially drag telcos’ revenue and average revenue per user (ARPU) growth levels in the current year, said the analysts and experts cited.
Data collated by the Telecom Regulatory Authority of India<\/a> (Trai) show India’s overall internet user base grew 4.3% on-year in CY2021 to 829.3 million after steady double-digit growth during 2015-20 amid the rising prices of entry-level smartphones that slowed down 2G-to-4G conversion.
Trai data show the overall internet user base fell marginally (0.5%) in the January-March period last year to 824.89 million. The wireless internet user base also remained almost stagnant between end-December 2021 (802.72 million) and end-June 2022 (808.13 million).
Analysts expect the subdued growth trend to continue in 2022 and much of 2023 as prices of entry-level smartphones are unlikely to cool off, thanks to high component prices, currency volatility and the war in Ukraine. In addition, the recent curbs imposed by the US on exports of advanced semiconductors and chip manufacturing gear to China could further stress global supply chains.
“Base smartphone prices are likely to remain expensive and the decline in smartphone shipments could continue at least till June-July, 2023, which would slow down 2G to 4G conversions,” said Nitin Soni, senior director at global ratings agency, Fitch<\/a>. “We estimate this could result in telcos reporting lower revenue and ARPU growth in CY2023 vs CY2022.”
Fitch estimates India’s top telcos to report 10.5% and 8.2% on-year growth in revenue and ARPU, respectively, in 2023 compared with 16.4% and 12.9%, respectively in 2022.
Bharti Airtel<\/a>, Reliance Jio<\/a> and Vodafone Idea (Vi) did not respond to ET’s queries.
At Airtel<\/a>’s fiscal second-quarter earnings call last November, managing director Gopal Vittal had said sustained pressure on semiconductor prices over six to eight months since March 2022 had pushed up entry-level smartphone prices from Rs 6,500 to Rs 10,000, which had led to a 30% reduction in feature phone to smartphone upgrades.
To be sure, sector experts believe there could be some revival in consumer appetite for smartphones once Reliance Jio and Bharti Airtel roll out 5G services across the country by the year-end.
Read also<\/h4><\/a><\/figure>iBus Group acquires Microsense to up focus on hospitality, retail WiFi segments<\/a><\/h5><\/div><\/a><\/figure>5G to fuel Airtel’s play in enterprise<\/a><\/h5><\/div><\/div><\/div>
“The full-fledged arrival of 5G across India by end-2023 could lead to smartphones becoming more affordable, which in turn could prompt many 2G users, who did not go 4G last year, to directly upgrade to 5G services,” said Fitch’s Soni.
CLSA pegs India’s current 5G smartphone base at 70 million and estimates the country’s mobile data penetration to rise a further 11 percentage points to 80% by March 2025. It also estimates India’s smartphone base will grow to 700 million by March 2025, propelled by countrywide 5G rollouts by Jio and Airtel.
“Bharti and Jio’s early 5G monetisation would be led by top-end mobile postpaid subscribers alongside increases in their mobile network capacities,” CLSA said in note. It added that 5G’s greater edge in India mobile would be due to larger blocks of airwaves and better spectrum efficiency.
Soni of Fitch, though, expects the 5G business case to be limited in the short term as most of the current applications are comfortably served by 4G, and penetration of 5G handsets in India is still less than 5%. He expects India’s top telcos to raise headline tariffs in CY2023, given the focus on profitability amid industry consolidation.
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<\/a><\/figure>iBus Group acquires Microsense to up focus on hospitality, retail WiFi segments<\/a><\/h5><\/div><\/a><\/figure>5G to fuel Airtel’s play in enterprise<\/a><\/h5><\/div><\/div><\/div>
“The full-fledged arrival of 5G across India by end-2023 could lead to smartphones becoming more affordable, which in turn could prompt many 2G users, who did not go 4G last year, to directly upgrade to 5G services,” said Fitch’s Soni.
CLSA pegs India’s current 5G smartphone base at 70 million and estimates the country’s mobile data penetration to rise a further 11 percentage points to 80% by March 2025. It also estimates India’s smartphone base will grow to 700 million by March 2025, propelled by countrywide 5G rollouts by Jio and Airtel.
“Bharti and Jio’s early 5G monetisation would be led by top-end mobile postpaid subscribers alongside increases in their mobile network capacities,” CLSA said in note. It added that 5G’s greater edge in India mobile would be due to larger blocks of airwaves and better spectrum efficiency.
Soni of Fitch, though, expects the 5G business case to be limited in the short term as most of the current applications are comfortably served by 4G, and penetration of 5G handsets in India is still less than 5%. He expects India’s top telcos to raise headline tariffs in CY2023, given the focus on profitability amid industry consolidation.
<\/body>","next_sibling":[{"msid":96897913,"title":"Will have to modify contracts with 1100 device manufacturers because of CCI order, Google says in SC filing","entity_type":"ARTICLE","link":"\/news\/will-have-to-modify-contracts-with-1100-device-manufacturers-because-of-cci-order-google-says-in-sc-filing\/96897913","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":96898006,"entity_type":"ARTICLE","title":"Growth of India mobile internet user base slowed sharply in 2022","synopsis":"Data collated by the Telecom Regulatory Authority of India (Trai) show India\u2019s overall internet user base grew 4.3% on-year in CY2021 to 829.3 million after steady double-digit growth during 2015-20 amid the rising prices of entry-level smartphones that slowed down 2G-to-4G conversion.","titleseo":"telecomnews\/growth-of-india-mobile-internet-user-base-slowed-sharply-in-2022","status":"ACTIVE","authors":[{"author_name":"Kalyan Parbat","author_link":"\/author\/4437\/kalyan-parbat","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/4437.cms?width=100&height=100&hostid=268","author_additional":{"thumbsize":true,"msid":4437,"author_name":"Kalyan Parbat","author_seo_name":"kalyan-parbat","designation":"Assistant Telecom Editor at the Level of Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":4114,"shares":0,"engagementtimems":12020000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2023-01-11 08:22:42","lastupd":"2023-01-11 08:22:43","breadcrumbTags":["mobile internet users","reliance jio","airtel","counterpoint research","Industry","telecom regulatory authority of india","telecom news","Bharti Airtel","Fitch","Indiatelecomdata"],"secinfo":{"seolocation":"telecomnews\/growth-of-india-mobile-internet-user-base-slowed-sharply-in-2022"}}" data-news_link="//www.iser-br.com/news/growth-of-india-mobile-internet-user-base-slowed-sharply-in-2022/96898006">
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