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 Home > Columns > Editorial > One Asia?
  EDITORIAL
One Asia?
Ibrahim Ahmad
Tuesday, June 03, 2008
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In this telecom race for numbers and revenues we seem to have missed out a few interesting facts. And these facts tell us where India stands in the world order, and where it is headed in the next few years. And besides this, we also seem to have been missing out on action in some of the neighboring countries in South Asia.

What we know is that mobile operators from India and other South Asian countries are now making their presence felt in the whole world. What we did know perhaps was that out of the twenty biggest telecom companies in the world, eight are from the Asia Pacific region. To be more specific, China Mobile is the biggest operator in the world with 36.8 crore subscribers, followed by another Chinese operator, Unicom, with 16.2 crore subscribers.

Globally, there are now twenty three mobile operators that have more than 3 crore subscribers, and nine of these are now in the Asia Pacific region, including four from India. Of the nine, four now have over 5 crore subscribers, including Bharti from India, and DoCoMo from Japan. These nine operators have a total of 83 crore customers, which accounts for about 25% of the world market.

The interesting news is that the biggest challenge for the Top 20 of global telecom is coming from Indian mobile operators. For instance, Bharti's Airtel has jumped to the #6 in the world, and could soon move to the fifth place, overtaking MTS of Russia.

Ibrahim Ahamad
ibrahima@cybermedia.co.in

Airtel is now #3 in the Asia Pacific after overtaking DoCoMo of Japan. Similarly, Vodafone India could soon overtake Telkomsel from Indonesia to be at the number four in the region. In fact, at the same growth rates Reliance India could grab the sixth position. BSNL, which is at #8, obviously needs to pull up its socks to perform as well at the regional level. Both Tata Teleservices and IDEA, which are currently at #14 and #15, could soon overtake SK Telecom, the largest operator in South Korea, which is currently at the #13. And Idea Cellular beat Globe from the Philippines for the #16 position.

Growth is happening in the neighboring Pakistan too, as its market leader Pakistan Mobile has now become the twenty-second largest mobile operator in the world, and has over 3 crore subscribers. And Grameen of Bangladesh went up from its twentieth rank to #19, beating Pakistan's Ufone.

The happening markets are, therefore, in Asia Pacific and South Asia. There are so many commonalities among the countries and its people-in terms of economic status, consumer behavior, language, and so on. It will not be completely impractical to think of identifying and leveraging on each other's strengths and experiences. There is a potential to build synergies and therefore ensure faster and more cost effective growth.

At Voice&Data we have been attempting to at least get the operators of the SAARC region on one platform. Just as concepts like number portability and single tariff are being implemented at country levels, why can't the telecom leaders work this out for regional levels, beyond the boundaries of their own country?

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