India Handset Advisory Service

India is one of the fastest growing handset markets in the world. But it is also one of the most difficult
markets to read. Accelerating subscriber growth, a dynamic operator environment, rapidly evolving
distribution and retail systems, and heated competition for market share between vendors all add to
the complexity of understanding India’s handset market.

The BDA India Handset Advisory Service (IHAS) cuts through this complexity by providing timely,
insightful analysis of key developments in this increasingly important market, providing an
understanding of the underlying drivers behind changes in growth, market share, and new technology
adoption. IHAS’s dual focus is to examine what is behind the shifts in market share and what to
expect next.

Key Issues
y Competitive outlook: Are other vendors gaining ground on Nokia? What role
do Chinese vendors play?

y ULCH: How are ultra-low cost handsets changing the competitive

environment?

y Feature adoption: What new features are Indian consumers buying? What
impact is this having on the competitive environment?

y Distribution: How are distribution strategies changing, especially for the

emerging rural market?

y GSM vs. CDMA: How do GSM and CDMA operators view subsidies, handset
branding, and involvement in distribution in the changing competitive
landscape?
 Focus Areas

Competitive Drivers Outlook for 3G

y What is the focus of competition in India's handset y What is the outlook for 3G licensing and rollout?
market? y How will 3G affect the current competitive
y What new trends will drive changes in market share market structure?
in the future?

Distribution & Sales Ultra-Low Cost Handsets

y How is handset distribution changing?
y What role do operators play?
y How are Nokia and others competing in lower tier
cities?
y How is the retail market changing?
y How should vendors work with operators and what
impact will operators have on handset sales?
y Will operators move to brand or subsidize
handsets? What does this mean for competition in
the handset market?
y What is the status of ultra low cost handsets for the
mass market?
y How is ULCH impacting the competitive landscape?
y What distribution challenges are vendors facing
promoting handsets in less developed markets?
y What are consumers looking for in ULCH?

Domestic Manufacturing Role of New Entrants

y What are the trends in manufacturing and
assembling handsets in India for domestic and
export markets?
y How are vendors developing their presence in
India?
y Are there any domestic vendors of locally branded
handsets entering or impacting the market?
y How are new entrants from China doing in India?
What strategies are they following to penetrate the
market?

Regulation

y Will changes in policy, including the Finance Policy

or License Fee calculation, impact the handset
market?
y What changes in policy will further foster the
domestic manufacturing industry?
 Deliverables Summary
The BDA India Handset Advisory Service (IHAS) provides its clients with a regular stream of
information and analysis on the handset sector.

Deliverable Frequency Format

Conduct
Sector Outlook Quarterly Presentations
Presentations (4 per year) In Person or Via
Teleconference

Monthly Market Monthly PowerPoint Via

Update (8 per year) Email

Word/ PDF
Sector Reports 2 per year
Via Email

BDA Member
N.A Online
Website

Via Email
Analyst Access 8 hours/year
Or Phone Call
I. BDA Sector Analysis
The BDA India Handset Advisory Service (IHAS) provides its clients with a regular stream of
information and analysis on the handset sector. Sector reports provide in-depth analysis of specific
market trends including detailed coverage of the focus areas listed above. (Reports are provided in
Word format).

II. BDA Market Update

IHAS analysts will deliver on a monthly basis a report (in PowerPoint format) analyzing key
competitive, regulatory, and market developments over the previous month.

Key Developments

y Market growth y New entrants

y Shifts in market position/share y Changes in handset distribution
y New model launches y ULCH trends

III. Sector Outlook Presentations

IHAS analysts will conduct presentations (either in person or via teleconference) providing analysis of
key industry trends and market developments on a quarterly basis. The presentations are forward
looking analyzing the implications of new developments to the sector and the outlook for the
coming quarter. Presentations are interactive with ample time for Q&A. Our presentations have
been used in a variety of formats based on specific needs: internal department conferences or
briefings; strategic planning sessions, etc.
V. Other Support
BDA Member Website
y Full search capability

y Four-year database of studies,

analyses, and quarterly
market/industry overviews

y Unlimited access to members

Analyst Access
Our analysts are available via email or telephone to answer any questions regarding our research and
analysis. We welcome your inquires and the opportunity to provide clarification or further detail.

Sample Questions

y What is handset inventory? Is it going up or down?

y Who are the winners and the losers of market share swings?
y Explain differences between data released by various sources
y Provide insights on breaking news on the sector including 3G licensing, new
regulations, or changes in operator strategy
y Offer behind-the-scenes insights on companies profiled in BDA research

Service Quality Guarantee

Members pay one fee for the year. At any time within the membership year, members not fully
satisfied with program services may request a refund, pro-rated from the membership start date.
Every request will be honored.