Some interesting stat's / excerpts from a Knoledge@Wharton interview of Rajesh Jain:
- 400 million-plus mobile users
- Internet has been more stagnant in the last year or year and a half at about 45 million to 50 million.
- The Internet-ad spend in India is about $140 million, which is about 3% of the overall media spend in India
- Mobile on the other hand, the value-added-services part, where if you look at non-voice and non-P2P SMS, that’s about a billion dollars
I was talking to one of the telecom providers recently and they have these USB modems, which are basically wireless modems on USB. Typically they’ve been used with laptops – people on the move, enterprise users. Interestingly, when I talked with them they said, “Look, the biggest demand we are getting for these USB modems – because they are high-speed, they are 3G speeds – is from consumers to connect their home PC, the fixed PCs, to the Internet.” Because in many places it is hard to get connectivity.
in India, SMS subscriptions and voice orders are $350 million to $400 million. That’s money being spent by consumers where the actual content providers and service providers are getting less than 20% of their money.
everyone’s focus has been on smartphones and the apps. But what everyone forgets is that in markets like India, 95% of the market doesn’t use such phones. Even in the U.S., 70% of the market does not use it.