市場調査レポート
商品コード
1067666
インドの通信・モバイル・ブロードバンド市場:統計データと分析India - Telecoms, Mobile and Broadband - Statistics and Analyses |
インドの通信・モバイル・ブロードバンド市場:統計データと分析 |
出版日: 2023年01月01日
発行: BuddeComm
ページ情報: 英文 188 Pages
納期: 3~5営業日
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インドの通信業界は過去5年間、成長に苦戦してきました。ユニバーサルカバレッジの実現に向け、政府がインフラ強化のために協調して取り組んできたにもかかわらず、この部門の業績は低迷しています。その代わりに、比較的自由な規制環境が事業者間の激しい競争と価格競争を促し、ARPUを低下させているため、多くの事業者が株主にプラスのリターンをもたらすことよりも、単なる生き残りについて懸念しているほどです。
官民双方の事業者は、破産を避けるために政府に救済を求めることを余儀なくされています。特に争点となっているのが、事業者が政府に支払うべき多額の調整後総収入 (AGR) 分担金で、何を収入として計上すべきかについて長年にわたって法廷闘争が続いてきました。
当レポートでは、インドの通信・モバイル・ブロードバンドの市場について分析し、規制当局の概況や市場データ (2021年9月まで)、通信事業者の財務・営業データ (2021年12月まで)、TMI (通信成熟度) の概況と分析、新型コロナウイルス感染症 (COVID-19) の影響、その他の最新動向などを調査しております。
Bharti Airtel、Vodafone Idea、Reliance Communications、Tata Teleservices、Bharat Sanchar Nigam (BSNL)、Mahanagar Telephone Nigam (MTNL)、Reliance Jio、Quadrant
India's telecommunications sector has struggled for growth over the last five years. The sector's lacklustre performance has been in spite of concerted efforts by the government to bolster the underlying infrastructure in a bid to achieve universal coverage. Instead, the country's relatively liberal regulatory environment has encouraged fierce competition and price wars amongst the operators, driving down ARPU to the point where many are now more concerned about their mere survival rather than generating positive returns for their shareholders.
State-owned as well as private operators have been forced to seek redress from the government in order to avoid bankruptcy. One particular area of contention has been the billions owed by the operators to the government in the form of Adjusted Gross Revenue (AGR) dues - usage and licensing fees charged by the Department of Telecommunications (DoT) - that have been the subject of long-standing court battles over what should be counted as revenue.
The government won that battle in the Supreme Court in 2019, but the financial impairment of that decision has pushed a number of telcos - in particular Vodafone Idea - to the brink. Add the impact of the Covid-19 crisis in 2020 and 2021 to the mix, and the government had to come to the industry's rescue by introducing a major reform package in September 2021. Along with changes to the definition of AGR with regard to non-telecom revenue, the package includes a four-year moratorium on AGR dues and spectrum instalments.
Coincidentally, the government has also deferred the spectrum auctions for 5G until later in 2022. Mobile spectrum in India is already in short supply in terms of providing the necessary capacity to reach universal coverage, but the cash-strapped MNOs may not yet be in a sufficiently strong financial position for which to make the 5G spectrum auction viable.
This report includes the regulator's market data to September 2021, telcos' financial and operating data updates to December 2021, Telecom Maturity Index charts and analyses, assessment of the global impact of Covid-19 on the telecoms sector, and other recent market developments.
Bharti Airtel, Vodafone Idea, Reliance Communications, Tata Teleservices, Bharat Sanchar Nigam (BSNL), Mahanagar Telephone Nigam (MTNL), Reliance Jio, Quadrant.