cybermedia ict 2012 - a brief history
DESCRIPTION
The Annual ICT industry summary presented on Oct 12, 2012 by Prasanto K Roy, editorial advisor, CyberMedia, at the CyberMedia ICT Awards in New DelhiTRANSCRIPT
ICT ICT 20122012
a brief history
a brief history
Prasanto K Roy
Prasanto K Roy
www.ciol.com
www.ciol.com
ICT $
163B
ICT $
163B
9.7
% o
f G
DP
9.7
% o
f G
DP
IT IT $76B Exports
$76B Exports $36B Domestic
$36B DomesticTelecom Telecom $24B Equipmt
$24B Equipmt$38B Services
$38B Services
12% CAGR over 2 yrs
IT C
ross
es
$100B
IT C
ross
es
$100B
Rev $B $ growth
Exports 76 16.5%Domestic
36 10.7%
Total 112 14.7%
IT’s
24%
Deca
de
IT’s
24%
Deca
de
47/$ 48/$
DQ
Top 2
0D
Q T
op 2
0% of total
Growth %
DQ 20 55 18.0DQ 200
83 15.7
Total 100 14.7
Slo
wdow
nSlo
wdow
n
Economic slowdown
Economic slowdown Policy paralysis:
Policy paralysis: large govt projects stalled
large govt projects stalled
Thai floods, Japan quake
Thai floods, Japan quake
Costlier $Costlier $
Gro
wth
toppers
Gro
wth
toppers
Exports: Exports:
24.4%24.4% Smart Phones:
Smart Phones: 65%65%
Unified Comm.:
Unified Comm.: 50%50%
Storage peripherals:
Storage peripherals: 35%35%
Structured Cabling:
Structured Cabling: 20%20%
Semicon Design:
Semicon Design: 18%18% Laptops:
Laptops:
16%16%
Tablets (Tablets (NANA))
Underp
erf
orm
ers
Underp
erf
orm
ers
Desktops: Desktops: 0.6%0.6% Monitors:
Monitors: 3.3%3.3% Servers: Servers:
4%4% Printers:
Printers: 4%4%
Routers: Routers:
-6%-6% Switches:
Switches: 6%6% Modems: Modems: -17%-17%
Trends
Trends
Tier 3, 4 markets open up
Tier 3, 4 markets open up
Data center growth
Data center growth Some govt projects,
Some govt projects, PSUs, SMB demand
PSUs, SMB demand Growth in managed
Growth in managed services, analytics,
services, analytics, mobility, cloud, SaaS,
mobility, cloud, SaaS, collaborationcollaboration BPO just 6.8% growth
BPO just 6.8% growth
Tele
com
’11-1
2
Tele
com
’11-1
2ki
nda fl
at
kinda fl
at
INR 296,000 cr3.6% growth
$B
Tele
com
India
:
Tele
com
India
: 5 y
ears
5 y
ears
Tele
com
’11-1
2:
Tele
com
’11-1
2:
what
happened?
what
happened?
NTP 2011: NTP 2011: ‘Will they, won’t they?’
‘Will they, won’t they?’
The industry froze
The industry froze No expansion
No expansion No new equipment
No new equipment No new investment
No new investment
Tele
com
’11-1
2:
Tele
com
’11-1
2:
what
happened?
what
happened?
2G spectrum scam:
2G spectrum scam: The ghost still
The ghost still haunts the industry
haunts the industry 122 licenses canceled
122 licenses canceled Many shut shop:
Many shut shop:S Tel, Etisalat, Swan
S Tel, Etisalat, Swan
Tele
com
’11-1
2:
Tele
com
’11-1
2:
what
happened?
what
happened?
Mobile subscriptions
Mobile subscriptions dipped: 10-15
dipped: 10-15 mn/month to 5-6
mn/month to 5-6 mn/monthmn/month 200 brands
200 brands down to 20 brands
down to 20 brands
Broadband:
Broadband:
Tele
com
’11-1
2:
Tele
com
’11-1
2:
what
happened?
what
happened? Cellular business
Cellular businesscontributed 65%
contributed 65% of services industry
of services industry revenuerevenue
908 mn SIMs
908 mn SIMs 702 mn active (HLR)
702 mn active (HLR) 610 mn subscribers
610 mn subscribers
ICT 2
011-2
020
ICT 2
011-2
020
The decade of the
The decade of the Mango ManMango Man