2025印度电信行业研究报告

Executive Summary3Advantage India4Market Overview6Recent Trends and Strategies17Growth Drivers24Opportunities34Key Industry Contacts37Appendix39 3.SECOND-HIGHEST NUMBER OFINTERNET USERS 2.RISING PENETRATION RATE Telecom penetration, also known as tele-density, has grown rapidly over the lastfew years.As of September 2025,the total tele-density stood at 86.65%. India has the second-highest number of internetsubscribers globally in 2025.India’s total number of internet subscribers grewmarginallyto 995.63 million at the end ofSeptember 2025, marking a 0.6% increase from989.58million from August 2025,as per theTelecom Regulatory Authority of India (TRAI). 4. HIGHER INVESTMENTFROM FOREIGN PLAYERS 1. SECOND-LARGESTSUBSCRIBER BASE In May 2025, the Telecom sectorsaw FPI inflows of Rs 8,089 crore(US$ 944 million), which represents40.7% of the total FPI net inflowintoIndian equities during themonth.The India government allows 100%foreignparticipationviatheAutomatic Route.FDIinflow in the telecom sectorstood at Rs.2,41,299 crore (US$40.09billion)between April-June2025. As of 2025,India has the second-largest telecom network in the world.In India, the total telephone subscriberbasestood at 1.22 billion as ofSeptember 30, 2025. 2. ATTRACTIVE OPPORTUNITIES 3. POLICY SUPPORT •India’s 5G subscriber base is projected to surge to 980 million by 2030 from 290million in 2024, while average monthly mobile data use is expected to reach 62 GBper smartphone.•India has emerged as the world’s third-largest mobile phone exporter with shipments worth Rs. 1,75,665 crore (US$ 20.5 billion) in CY24, driven by the Production-LinkedIncentive (PLI) scheme and greater global value-chain integration.•India ranks 49th in the network readiness index 2024, reflecting steady progress indigital infrastructure and connectivity.•India’s digital economy is set to reach 20% of national income by 2029-30, driven byIT, telecom, and electronics manufacturing, with a 13.42% share in FY25.•In November 2025, the Minister of State for Communications highlighted a US$ 25billion opportunity in telecom component manufacturing in India. He emphasizedgovernment support through fast-tracked approvals and simplified compliance forglobalinvestors to build in India.Andhra Pradesh was showcased as a keyinvestment destination with strong industrial ecosystems supporting telecom andelectronics manufacturing. •In November 2024, the Centre for Development of Telematics(C-DOT)and IIT Roorkee have partnered to develop a"MillimetreWave Transceiver for 5G Rural Connectivity,"supported by the Telecom Technology Development Fund. Theprojectaims to improve affordable broadband and mobileservices, bridging India’s digital divide.•TheUnion Cabinet approved Rs.12,195 crore(US$1.65billion) PLI scheme for telecom & networking products underthe Department of Telecom.•India’s draft National Telecom Policy 2025 (NTP-25) aspires toachieve 100% 4G coverage and 90% 5G population coverageby 2030 underscoring a bold vision to elevate digital inclusionand infrastructure.•To drive the development of 6G technology, the Department ofTelecommunications (DoT) developed a sixth generation (6G)innovation group. 1. ROBUST DEMAND 4. INCREASING INVESTMENT •Tele-density of rural subscribers reached59.52% as of September 2025. •IntheUnionBudgetFY26theDepartment of Telecommunications andIT was allocated Rs. 81,005 crore (US$9.27 billion).•India ranks third in "Annual investment intelecommunicationservices"and"Domestic market size” as of 2024. •India’ssatellitecommunications(SATCOM)sector is set for robustgrowth,with the market expected todouble over the next few years, UnionMinisterforCommunicationsMr.Jyotiraditya M. Scindia said. Highlightingthe government’s proactive approach, henoted that three SATCOM licenses havealready been issued and that regulatoryframeworks and licensing processes arebeing formalised. The telecom market split into three segments Mobile (wireless) Expanding telecom subscriber base on the face of governmentinitiatives As of 2025, India is the second-largest telecommunication market andhas the second-highest number of internet users in the world. The PLI scheme in telecom and networking products aims to make Indiaa global hub of manufacturing telecom equipment. It is estimated thatfullutilisation of the scheme funds is likely to lead to incrementalproduction of about Rs. 2.4 lakh crore (US$ 32.01 billion) with exports of~Rs. 2 lakh crore (US$ 26.67 billion) over five years. In India, the total telephone subscriber base stood at 1.22 billion as ofSeptember 30, 2025. Union Minister for Communications and Development of NortheastRegion,Mr. Jyotiraditya Scindia inaugurated Bharat Telecom 2025 inNew Delhi, highlighting India's growing role as a global telecom exporterand innovation hub. On November 15, 2024, Prime Minister, Mr. Narendra Modi launchedthe Nyaya Maha Abhiyan, a three-year mission with a Rs. 24,000 crore(US$ 2.9 billion) project outlay