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Table Of Contents

SL

No. CONTENTS SLIDE _NO.

1 Wireless subscriber trends 3

2 Wireline Subscriber trends and Broadband _Subscribers 4 3 Circle Wise: Wireless Subscriber Density 5

4 3G- Who has gone Live and where? 6

5 Wi-Fi builds up… 7

6 Tower players move in-building (IBS) 8 7 Trends seen in Passive Infrastructure 9 8 Enterprise PBX comparison - Key players 10 9 Tonse Analysis: India Handsets Market for _{QE Mar-11} 11-12

10 Android, Apple OS analysis _13-15

11 Comparison: Tablets launched in

India(JFM-2011) 16

12 _{Tonse Products 17}

13 Disclaimers 18

WIRELESS SUBSCRIBER TRENDS

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CIRCLE WISE: Wireless Subscriber Density

( Population and Area Wise) Feb-Mar’11

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3G- Who has gone Live and where?

Operators Delhi Mumbai Kolkata Karnataka Andhra Pradesh

Maharashtra &

Goa Gujarat

Tamil

Nadu Kerala Punjab

Madhya

Pradesh Rajasthan Haryana

Uttar Pradesh (East) Uttar Pradesh (West) West Bengal Assam Bihar & Jharkhand Himachal Pradesh Jammu &

Kashmir North East Orissa BSNL / MTNL 3G 3G 24-Dec-09 20-Feb-10 3G 3G 3G 23-Feb-09 4-Ja n-10 27-Feb-09 3G 27-Feb-09 27-Feb-09 27-Feb-09 27-Feb-09 27-Feb-09 24-Dec-09 27-Feb-09 27-Feb-09 27-Feb-09 3G 26-Ma r-09

Tata Docomo - - 5-Nov-10 - 5-Nov-10 5-Nov-10 - 5-Nov-10 5-Nov-10 5-Nov-10 5-Nov-10 5-Nov-10 - 5-Nov-10 - - -

-Aircel - - 24-Feb-11 23-Feb-11 1-Ma r-11 - - 22-Feb-11 1-Ma r-11 19-Apr-11 - - - 23-Feb-11 - 3G 25-Feb-11 24-Feb-11 - 1-Ma r-11 - 25-Feb-11

Airtel 3-Ma r-11 8-Ma r-11 - 24-Ja n-11 3G - - 27-Ja n-11 - - - 2-Ma r-11 - - 20-Apr-11 12-Apr-11 5-Apr-11 31-Ma r-11 3G 3G -

-Vodafone 3G 3G 3G - - 3G 3G 3G - - - - 3G 16-Ma r-11 - 3G - - -

-Reliance 13-Dec-10 13-Dec-10 13-Dec-10 - - - 13-Dec-10 3G 24-Ja n-11 - - - 20-Apr-11 20-Apr-11 12-Ma r-11 24-Ja n-11 25-Ja n-11 20-Apr-11 14-Ma r-11

Idea cellular - - - - 3G 4-Apr-11 28-Ma r-11 - 6-Apr-11 3G 28-Ma r-11 - 31-Ma r-11 6-Apr-11 4-Apr-11 - - - 28-Ma r-11 3G -

-Metros Circle A Circle B Circle C

For more details go to Wireless Broadband section of MBI

Note: not all circles are fully lit up

3G Licensed Circles 3G Launched

Wi-Fi builds up…

 1000 hotspots

 six metros Delhi, Mumbai, Bangalore, Kolkata, Chennai and Hyderabad.

 Spectranet plans to expand to three more cities across India by 2011.

 Spectranet plans to invest `500 crore to expand its services across 50,000 wi-fi hotspots.

 Zylog -Wi5 service is currently available in 154 locations.  Wi5 subscribers in 2010-11 were

30,000

 Revenue earned in 2010-11 = ` 23 Crores

 Future plans for 2011-12:  Zylog System expects to

increase its customer base to 1,00,000.

 Plans to extend its footprint to 170 locations.

 O-zone is planning to tie up with cellular operators Vodafone and Idea to provide Internet connectivity via Wi-Fi.

 O-zone is already in a partnership with Airtel and Aircel.

 O-Zone and Alcatel Lucent have inked an agreement for jointly developing Wi-Fi hotspots across the country.

 O-zone has 5,000 Wi-Fi access points across the country, out of which 3,000 hotspots are already providing service.

 Aircel has 50,000 WiFi Zones across India.

 Aircel's offering its WiFi services in 9 locations across India : Bangalore, Chennai, Delhi,Hyderabad, Haryana, Mumbai, Maharastra, West Bengal and Punjab.

 Aircel has partnered with Spectranet and O-zone for Wi Fi zones.

 Tikona Digital Networks implemented Aircel owned hotspots across India.

www.tonsetelecom.com 8

Tower players move in-building (IBS)

Buildings of size > 150K Sq. ft are considered for In Building Solutions(IBS).

Annual Services Rev to Neutral Host :Tenancy of 1-3 is assumed in 2010 & 5 in 2015. MS TAM DAS IBS of the order of about $750mil over 4-5 year period

Base Station for multiple Remote sites: Centralized in a Base Station Hotel Antennas/Radio masts remain Remote sites

RF signals are sent over Fiber to Remote locations

Huge OPEX savings: Power, real estate, Climate control & Supports multi–operator.

Trends seen in Passive Infrastructure

No dramatic landscape change within tower sector

 Demand side – Already on Plateau and will drop further here on. Rural expansion / new towers likely but not urban. TRAI’s recommendation: make Infra as essential service / under Unified license.

 Tenancy up to >2.5 & will grow further. Low volume players are exiting.

 ICR is kicking in / helping cost savings. Rural 2G expansion / Urban 3G capacity Requirements will be drivers. Co-lo 2G/3G sites will be in Demand.

 Quality of Experience will become Paramount as 3G kicks in. Impact on end-to-end QoS, backhaul capacity, energy efficiency, capacity, coverage will be paramount  Soft issues such as Tower Aesthetics will kick in, Expect Zoning restrictions from

Municipalities / Resident Associations / Governing agencies.

 Your biggest challenges will remain – energy/ power costs, diesel theft, alternative power challenges will continue to bog tower businesses

www.tonsetelecom.com 10

Enterprise PBX comparison - Key

players

Tonse Analysis: India Handsets Market

for QE Mar-2011

India Handset Analysis for QE Mar-2011

• Total Handsets Launched in India for QE Mar-2011 were 101 Handsets. • Handsets Launched with Wi-Fi were 26.

• Samsung & Nokia each launched 4 Wi-Fi enabled handsets. • Videocon launched the highest number of handsets in India.

• Nokia plans to Launch 40 New Models this year , and 30% of them will be smartphones.

www.tonsetelecom.com 12

Tonse Analysis: India Handsets Market

for QE Mar-2011

Sony Ericsson and HTC joined the Android Platform bandwagon.

India Handset Analysis for QE Mar-2011

• HTC, Samsung, Motorola, Sony Ericsson each launched two handsets on the Android Platform during this period.

• Nokia has announced plans of transferring its Symbian software activities to Accenture and is keen on focusing on windows platform.

• Iphone 4 was launched in India at the end of April 2011.

• High End (Handset price >15k), Mid-High (Price between 10k to 15 k), Mid-Low (5k to 10 k) and Low End (<5 k).

• MicroMax launched 6 handsets in the low end range. • HTC launched 3 handsets in the high end range.

How Android has Risen…

Jan’ 2010 May’ 2010 Dec’ 2010 Feb’ 2011

Acer- Liquid E, HTC (Aria, Desire, Droid Eris, Legend) Google- NexusOne, Lenovo- LePhone, LG (GT540 Optimus, VS740 Ally,Aloha, KU950 Optimus Z), Motorola (Charm, Milestone XT701, XT720, Motoroi, Defy, Flipout), Samsung- (M900 Moment, i5500, i5800 Teos,, Galaxy A, Acclaim, Moment II) HTC (Desire, Droid Incredible, Legend, Evo 4G, Desire HD, Desire Z, T-Mobile G2, HTC Wildfire), LG (LS670 Optimus S, P509 Optimus T) Motorola- (Droid X, Droid 2,Milestone 2, Motorola Droid 2 Global, Droid Pro)

Samsung Google Nexus S, Sony Ericsson- Xperia Arc, HTC Thunderbolt 4G, Motorola- Droid Bionic, Sony Ericsson- XPERIA X10 ARC, XPERIA Pro , XPERIA Neo Samsung Galaxy Ace

 It uses speed and performance optimization.

 It supports USB tethering and Wi-Fi hotspot functionality.

 It allows for app installation into memory card.

 It supports Flash 10.1 applications.

 It supports modified and added APIs.

 It provides support for NFC.

 It enables SIP audio & video calling.

 Extra Large Screen Size supported.

 Support for WebM/VP8 video playback

 New sensors support (i.e. gyroscope)

Android 2.2 (Froyo) Android 2.3 (Gingerbread) Android 3. 0 (Honeycomb)

 Support for 3D effects in Google Map 5.0

 Support for multicore processor architectures

 HTTP Live streaming

 Gallery application syncs with Picasa Web Albums, Slideshow

 Exchange ActiveSync 2.5 support

 Abilities like double tap to zoom on User Interface

 HTML5 and Bluetooth 2.1 support

 Text area is speech-to-text enabled

time

www.tonsetelecom.com 14

Upcoming Android Devices

Q1 2011

Q2 2011

HTC -Thunderbolt 4G

Dell –Flash

3.5-inch WVGA LCD screen, 5 MP autofocus cam, 512 MB of RAM, microSD expansion up to 64 GB

LG – Optimus 2X

Android 2.2, Dual Core NVidia Tegra 2 1 GHz

4" WVGA, 8 MP Camera, micro SD.

Sony Ericsson- XPERIA X10 ARC

Android 2.3, Qualcomm MSM7230 processor

4.2”, 8.1mpx camera with an Exmor R sensor, HDMI (type D) port

Dell –Smoke

Android 2.2, 800 MHz Qualcomm MSM7230 processor

2.8-inch QVGA touchscreen, 5 MP autofocus cam, microSD

expansion to 32 GB,

HTC – Flyer

Android 2.3.3

7" TFT display, with pen input as well as touch input

Samsung - Galaxy Tab 10.1

Android 3.0, dual-core processor

10.1" tablet, Bluetooth 2.1+EDR, and Wi-Fi a/b/g/n

Lenovo LePad

Android 2.2, Snapdragon 8650A

processor

1“ display SRS speakers, and 1GB of RAM

Rise of Apple iOS…

June’ 2010 Sep’ 2010 Nov’ 2010 March’ 2011

• Folder support

•Backgrounds and Redrawn Icons/Voice Memos •Multitasking

•Bluetooth + Wired Keyboard Support •Game Centre and iAd

•FaceTime video calling over Wi-Fi between two iPhone • Ping and Game Centre

•Music social network •High Dynamic Resolution •Support for the iPod touch 4th

Generation and the Apple TV 2G

•Support for all Apple A4 devices •Initial support of iOS 4.x to iPad,

plus AirPlay and AirPrint

•Improved HTML 5 features

•Nitro JavaScript

engine in Safari

•Personal Hotspot •New ways to use the

orientation lock

•Multitasking

Supporting Devices for Initial OS Ver.

iPhone 4, Apple TV

Supporting Devices for Initial OS Ver.

4th _{Gen iPod touch}

Supporting Devices for Initial OS Ver.

iPhone 4 (CDMA version)

Supporting Devices for Initial OS Ver.

www.tonsetelecom.com 16

Tablets launched in

India(JFM-2011)-comparison

18

Disclaimers

Disclaimers:

The views expressed in this report reflect those of Tonse Telecom Pvt. Ltd.,

(Tonse) and are based on our current understanding of past and current

events shaping the Indian Telecom industry. Information obtained herein is

from sources believed to be reliable but Tonse will make no claims to the

accuracy and completeness of the same. All opinions, estimates, projections,

forecast or estimate set forth herein, are based on the author/s judgment as

of the date of writing. Tonse has no obligation to update, modify or change a

report or contents of an article or to notify a reader thereof in the event that

any material in the said report or article changes or becomes inaccurate

subsequently.

Liability

The report you are using has been arrived at by Tonse Telecom using

information available in the public domain, primary interviews with relevant

industry personnel, internal analysis of Tonse team based on our experience in

the industry. Tonse Telecom will carry no liabilities to the accuracy of the

information, correctness of the accounting or other methods adopted by

different vendors in the industry or their reporting methods. This information

has been provided for the use of the customer / client who has requested for

this study / analysis or acquired license or paid for on a subscription basis and

shall not be forwarded to other parties inside or outside of client’s

organization.

THANK YOU !

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