ICT 2014

ICT Awards, Delhi, Jan 17, 2014

Twitter: #ICT2014, @prasanto

ICT $180B10% of GDP

IT $81B Exports $36B Domestic

Telecom $19B Equipment$45B Services

SOURCE: NASSCOM; Industry estimates

IT Domestic IT ExportsComm Eqp Comm Serv

Mobile

Nati

on

How many people use

mobiles in India? 875m ‘subs’ (Oct ’13) 744m active (VLR) 2SIM handsets, 3 yrs:

87%, 73%, 52% Multi-SIM? 15% 650m people 25% 600m people?

2012: 13% multi-SIM users (Nielsen),

2013: about 100m extra SIMs

Tele

com

India

Employs ~ 1m (4m 2020)

5.3% of GDP in 2012 560k towers, 5b+ litres

diesel Nearly $13b FDI 2000…2013

Mo-only internet users 50%

(vs 25% in developed

countries) M-advertising Rs 2,800 crore

by 2016 (Rs 180cr now)

Broadband still under 16m

600m target 2020

Tele

com

FY13

100% FDI (7/13) ‘Degrowth’ inactive SIMs (-40mn?)

Handsets +15%R Samsung +44%, Nokia -18%

Tablets +108%R Over 80% growth for

Samsung (ms48%), Apple

(20%), Micromax (5%)

MNP, 3G intra-circle roaming killed, 2G auction

flop

Tele

com

2014

1bn m-subscriptions High cost of spectrum

Affecting broadband goals

Cost, barriers, RoW: mobile towers, fiber,

power Taxes etc ~ 30% (3x

others) USOF 5% ($5b unused)

Crippling debt Over Rs 250k cr ($40b)

Challe

nges

Energy 1% Broadband penetration NOFN delayed, flawed

Operators-govt face off on policy clarity

Disputes, delaysVodafone tax case etc

M-M

oney Kenya 43% of GDP,

70% of adults, vs India 0.1% of GDP

M-Pesa, Airtel money,

Aircel Mobile Money;NPCI: IMPS Telecom savior?

ICT $180B10% of GDP

IT $81B Exports $36B Domestic

Telecom $19B Equipment$45B Services

SOURCE: NASSCOM; Industry estimates

IT Domestic IT ExportsComm Eqp Comm Serv

IT in

FY13

Slo

w, Ste

ady?

PCs +6% (Rs 30k cr)

55% were notebooks Shift to services Servers Data centers

Printers Managed printing

Rev $B $ growth

Exports 80.6 6.8%

Domestic 36.1 -0.56%

Total 116.7 4.4%

Ele

ctro

nic

s

$1.8T globally 15% GDP USA, China.

India ~ 4% GDP65% imports;rest, low-value-added.

India $400B in 10 yrs Imports > oil? Or employ 28m by 2020

(now 5.5m)

Dis

rupti

ve T

ech

HW Services 2014 Services 12% growth

Software 10% Mobility, cloud, social

among top 10 Indian

CIO priorities 2013. India to spend $3.9b

on cloud services ’13-’17, nearly half on

SaaS.

(Gartner)

Dis

rupti

ve T

ech

Tech rocks the boat From BPO and

software to textiles and diamonds Can’t stop it.Opportunity?

NYT

How much does it cost to make a ‘hoodie’ jacket?

Data from ‘American Giant’, which moved

production back from Haryana to SC, USA

Dis

rupti

ve T

ech

Fortune favors the disruptor.”

PS:

NaM

oV

isio

n?

From Mr Modi’s talk at FICCI meet in

Gandhinagar, and CyberMedia ICT Awards

in Delhi Detail imp. Not just big picture.

Power of small steps:

Not just big idea EXECUTION not just VISION

Build on strengths: services, agriculture

Mfrg. Imp. but needs step by step, real

plan. No magic wand. Low-hanging fruit?

e.g. Cheap handset imports…what do we need

to do to make it here? Even if low value add

Use IT to drive access to education,

healthcare Focus on small probs – e.g. can tech help

teach kids to wash hands before meals. Use it

to keep people healthy and not just cure

diseases

Video: FICCI meet, GJ 1/14 plus inputs from Debjani

Ghosh, Intel

ICT 2014

Twitter: #ICT2014,

@prasanto