It is clear that telecom growth has tapered down. Previous average growth rate (from 2007 to 2011) was about 15 million subscribers per month, which is now averaging about 7 million per month. According to the latest report by Telecom Regulatory Authority of India (TRAI), which publishes telecom numbers every month has reported that in February 2012, India witnessed addition of 7.44 million new mobile subscribers. The total tally now stands at 911.2 million mobile subscribers.
Mobile Subscriber Additions in India over last 12 months
Telecom Subscription data highlights [Feb 2012]
- 7.44 million new wireless subscribers were added at monthly growth rate of 0.82% taking total tally to 911 million.
- Rural mobile subscriber growth rate (4.43 mln at 1.42% growth rate) is far outpacing urban growth rate (3.01 mln at 0.51% growth rate)
- Urban Teledensity stands at 162.61 as compared to rural’s 37.62
- India currently has overall Teledensity of 78.10 percent.
- India currently has 594 million Urban and 317 million rural subscribers
- Mobile Number Portability requests increased from 32.79 million subscribers at the end of January 2012 to 37.11 million at the end of February 2012.
- In the month of February 2012 alone, 4.32 million requests have been made for MNP.
- Active Mobile Subscriber base stands at 670.65 million (73.5%)
- India reached 13.54 million Broadband Subscribers in Fed 2012
- Delhi has the highest teledensity of 236%, while Assam has the lowest of 45.46%
Operator Wise Net Subscriber Addition (Feb 2012)
Idea & Uninor seem to be the biggest beneficiaries of Mobile Number Portability with both operators alone accounting for 2/3rds of all subscriber additions. Idea added 2.58 million (34.7 percent) new mobile subscribers to its kitty, Uninor followed it with addition of 2.34 million (31.48%) new mobile subscribers. Tata’s slide over past 6 month continues – They seem to have got hit the most due to MNP, with hordes of their subscribers moving to other providers. They lost over 1.83 million subscribers in month of February alone!
Among the new Telecom providers, Uninor has shown impressive growth rate and now has close to 4.52 percent of Indian Market share while Tata who had over 11% of Indian market share less than 12 months back have lost over 2% share. Idea is also showing impressive growth and now has 12.15% of Indian mobile market share. Bharti’s market share has been more or less constant with 19.62%.
In early 2011, I was quite confident that by end of last year we would witness a billion subscribers, but that’s not the case. We are still 90 million subscribers away from that magic figure and given the slow growth rates, it looks unlikely that we may reach it this year as well!
What do you think?