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1、 2023 Nokia110thEditionIndia Mobile Broadband Index2023 2023 Nokia2Nokia MBiT Index isa report on mobile broadband performancein India.It aims to provide valuable insights,dataand analysis of mobile broadband and traffic growth by co-relating these trends with various demand and supply-side drivers
2、of the connectivity ecosystem,such as handsets,devices,content and subscriber usage patterns.AboutNokia MBiT IndexThe 5G services were launched in India in October 2022.As 5G is gaining momentum with rollout progressing at a fast pace across the country,it is expected to accelerate data consumption,
3、revenue growth,and 5G smartphone sales.01The 10thedition of the report assesses 4G and 5G data traffic growth and trends across India,including circle categories.It also captures data consumption peruser and highlights the current device ecosystem in India.02The report highlights how 5G is enablingp
4、rivate wireless network for Industry 4.0 applications.It also gives insights into 5G/4G adoption in various sectors,including Manufacturing,Utilities,Transportation,etc.03 2023 Nokia3 2023 Nokia3CAGR of 50%in the last 6 years for mobile data,19.5 GB avg.data usage per subscriber per month 2023 Nokia
5、44G remained dominant with 99%data share in 2022.5G data contribution started December 2022 onwards.New 5G driven application and services to drive further data growth.20%(y-o-y)data growth reported in major service providers.4.56.99.612.614.42002120222.43.01.82.7Pan-India mobile data usa
6、ge Exabyte(EB*)per month14%14%y-o-y growth*Includes 5G dataMajor 5G uptakeis expected starting 2H 2023.Expected 5G data usage by 2024:(per annum):43.7 EB.3Expected subscribers by 2024-5G:150 mn3 Combined(4G+5G):990 mn34G subscriber addition stabilizingafter 5 years of solid growthFurther subscriber
7、addition to be driven by 5G and existing 2G subscribers(350 mn)1migrating to 5G/4G.432598702742773200212022added/migrated in 202231 million4G data subscribers(mn)Source:1.Nokia Analysis 2.Operator Quarterly Reports,TRAI 3.OMDIA*1EB=1000 PB *Represents y-o-y growth for Dec-21 to Dec-22y-o-
8、y absolute growthMobile data Payloadas per December dataMobile data traffic jumped 3.2x in the last five years 2023 Nokia5Source:1.Nokia Analysis4G+5G payload by category1(in Exabyte),per monthWith 5G gaining momentum,4G&5G data combined accounts for near 100%of the total mobile data traffic4G+5G co
9、ntribution1Category A&B circles constitute 75%of overall data in India.Category C witnessed the highest growth(20%)1in data owing to aggressive rural deployments in 4G.5G was launched in October 2022.Infrastructure build-up and rollout is still underway.Service providers are aiming for pan India 5G
10、availability in next 12-15 months.5G has started picking up across circles,e.g.5G traffic in Metro is 3%5%of total data traffic(as of December 2022)5GuptakeMetroABCPanIndia*5G contribution as of December 202299.4%Metro payload99.3%Category A98.7%Category B99.3%Category C99.1%Pan IndiaPanIndiaCategor
11、y CCategory BCategory AMetropayload20221.35.25.52.414.4202112.62.05.04.51.28.9%15.1%11.3%22.2%14.2%Y-o-YGrowth5G launched Oct22as per December data 2023 Nokia6India will continue to rank amongst the top data consuming countriesAverage*monthly data traffic per user grew13.6%(y-o-y)in 2022.With a CAGR
12、 of 19.02%in thelast five years,mobile data consumption reached19.5GB per user per month.Data consumption to further grow with new 5G driven applications and services.as of 2027 forecast Source:1.Nokia analysis 2.Media Reports 3.GSMA intelligence 4.GlobalData*Avg.data per user/month(GB)Cumulative 5G
13、 smartphone shipments to cross the 100 mn mark in Q2 2023,surpassing 4G smartphone shipments by the end of 20232Indias forecasted MBB penetration 82%3in 2027.Average usage/user/month to grow 136%from 19.5 GB1in 2022 to 46 GB4 in 2027.4G capable unique devices(mn)Average data per user per month grew
14、2x in the last five yearsCAGR 19.02%4G/5G device ecosystem in India 730 mn1Active 4G capable devices.85 mn1(out of 730 mn)are 5G capable devices.70 mn15G devices shipped to India in 2022.Improved 5G availabilitywill further accelerate 5G smartphone growth in 2023,62%(y-o-y).23355001820192
15、0202021202250%21%7%12%ChinaIndiaIndonesiaSouth KoreaBrazilFinlandGermanyUKUS0050%90%130%170%Average MBB data/user/month(GB)4MBB penetration3CAGR 19.02%9.711.213.517.019.5200212022Average data per user per month Gigabyte(GB)2023 Nokia7Private wireless network is experiencing a l
16、ot of traction across the globe:Western Europe,APAC,and North America are among the front runners.Indias market is evolving as future enterprise business revenues are pegged at almost 40%of overall 5G revenues.Global:Private wireless network 5G<E(Capex&Opex)spend2(in US$bn)How big is the private w
17、ireless network opportunity?Global:Private wireless network(5G<E)revenue3(in US$bn)0.51.32.64.35.86.92.02.42.31.71.10.62022202320242025202620275GLTE198.541.5NON-DIY Spend*DIY SpendSource:1.Mandala insights 2.Media Reports 3.OMDIA*Non-DIY spend includes managed service utilizing telco-owned spectru
18、m or through a leasing arrangement for dedicated spectrum and equipment.Spending on Private wireless networks in this DIY category would cover the costs of spectrum acquisition and commercialization,equipment/software purchase and network operations.Globally,operators are addressing the opportunity
19、via a mix of technologies and it is expected that the private 5G market will eclipse the private LTE market in 2024 as enterprises leverage 5G as a foundational platform for digital transformation.Indias total spend on private wireless network to reach US$240mn by 202712.53.74.96.06.97.5Global priva
20、te 5G/LTE(Capex&Opex)spend projected to reach US$7.7bn by 2027,increasing at a CAGR of 48%(2021-2027).Global private LTE/5G revenues projected to reach US$7.5bn by 2027,increasing at a CAGR of 23.5%(2022-2027).Total spend on private wireless networks in India will rise to US$240mn by 2027(including
21、managed services,equipment leasing and direct CAPEX by enterprises).The NON-DIY managed services model will be the primary deployment model used in India.202320242025202620222027India:Total NON-DIY(SPaaP and others)and DIY(enterprise owned)spend1(in US$mn)20210.720277.7CapexOpex 2023 Nokia8Global:Pr
22、ivate wireless network deployment(sites)split,by technology2Globally,the number of private LTE/5G wireless network to grow at a CAGR of 65%between 2021(1,900)and 2027(39,000)2.Source:1.Mandala insights 2.Media Reports 3.Nokia analysisIndia to have 2,000+sites for private wireless network by 20271Ind
23、ia:Number of private wireless network sites and base stations(deployed/planned/trial)1No of 4G BTSNo of Sub-6 GHz BTSNo of mmWave BTSNo of Non-DIY SitesNo of DIY SitesIndia to have 372 base stations1(BTS)for 4G LTE in 2027 and 2,0901for 5G overall across sub-6 GHz and mmWave.5121,55002000
24、2500202220232024202520262027Number of BTS/4G+5G Sites2,4621,6441,3481,212915684Indias private wireless network sites rollout projected to be 6%of the global deployment3.74%33%26%67%202120275G4GTotal sitesTotal sites39,0001,900 2023 Nokia9Global:Manufacturing,Energy and Utility,Transport and Logistic
25、s,and Healthcare to constitute over 76%of the total private wireless network market revenue by 20272.Manufacturing,Utilities and Transportation to constitute the majority of private wireless network deployment10.60.91.21.51.61.80.20.30.40.50.50.60.60.91.11.31.51.60.60.81.11.31.51.60.50.81.11.41.61.9
26、202220232024202520262027Transport andlogisticsManufacturingEnergy andutilitiesHealthcareOthers*Private(LTE and 5G)wireless network market revenue by industry2(in US$bn)2023 should see a significant spurt in activity with scaled-up deployments and increasing ecosystem maturity.Source:1.Mandala Insigh
27、ts 2.OMDIA*Others include:Public sector Government,Education,Arts,media,and entertainment,Retail and real estate and other verticals*Others include:Government,Education,Resource and construction and other industries202220232024202520262027Transport205287133169205Manufacturing42720Utilitie
28、s-855Healthcare6Others398971India:Manufacturing,Utility,and Transport to constitute over 44%of the total private wireless network sites by 20271 2023 Nokia101234India marching ahead into the digital eraMobile data in India will grow more than double by 2024,with 5G a
29、s the new acceleratorPrivate 5G networks to play a crucial role in driving efficiency,productivity and sustainability as enterprises evolve to Industry 4.0India to evolve as a global manufacturing and supply chain hub for ICT-5G/4G driven Industry 4.0 adoption and government push to boost manufactur
30、ing as key factors5G will be the foundation for a greener economy-No green without Digital 2023 Nokia10 2023 N 2023 Nokia12Document code:CID213075About NokiaWe create technology that helps the world act together.As a trusted partner for critical networks,we are committed to innovation and technology
31、 leadership across mobile,fixed and cloud networks.We create value with intellectual property and long-term research,led by the award-winning Nokia Bell Labs.Adhering to the highest standards of integrity and security,we help build the capabilities needed for a more productive,sustainable and inclusive world.our latest updates,please visit us online and follow us on Twitter nokia.Nokia India7th Floor,Building No 9A,DLF Cyber City,DLF Phase IIIGurugram-122002,Haryana,IndiaTel.+91 124 4504000