Indian wireless subscriber’s base which will be
released by TRAI in coming weeks will show huge jump. All credit should go to
Reliance Jio entry into segment. Based on COAI released data, Incumbent mobile
operators such as Idea Cellular, Airtel, Vodafone & Other which exclude
Reliance Jio added more the 4.5 MN user where Reliance Jio added 16 Mn users.
Indian wireless
userbase is already touched 1Bn and is at the saturation point and in that
scenario, additional 20 MN subscriber raise question mark given the fact that
more than 20% of Indian population live under poverty line.
We should ask ourselves that from where new users are coming in a
country where total population is around 1.25 Bn and if we deduct 250 million
citizens who live under poverty line then India covers more or less 100% of
available serving addressable market of wireless domain.
Isn't it logical? Based on the channel check, Reliance Jio is
offering 9 SIM against one Aadhar card and many users are queuing up to grab
that. In my point of view, TRAI should also release the userbase using more
than one SIM card to give the clear picture of Indian mobile userbase.
India is again moving towards 2011-13 era when
userbase went up but VLR active userbase % went down which prompted TRAI to
force Mobile operators to cleanup their database and release number allocated
to non VLR active SIM.
We should not be happy that Indian mobile user base are increasing
but TRAI should be worried that the ongoing process of user acquisition will
pose major threat across multiple ecosystems.
Do share your views
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