cybermedia ict awards 2014
TRANSCRIPT
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