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December 10, 2003
Handset manufacturing viable as market grows further

Geetanjali Wadhwa & Pradeep Chakraborty

NEW DELHI -- Even though the market for mobile handsets is exploding in India, sales figures haven't reached a point to justify manufacturing of handsets in the country. Convergence plus met up with Peter Gartenberg, executive vice president, Information and Communication Mobile -- Mobile Phones (ICM-MP), Siemens Ltd., to find out why none among the various handset vendors had yet come up with a strategy for manufacturing mobile handsets in India. Excerpts from an interview:

Convergence Plus: The Indian mobile market is exploding but no one has come up with a scheme to manufacture handsets so far. Why is it so?

Peter Gartenberg: Although the Indian mobile market is exploding, handset sales figures have yet to reach a level that would justify the capital investment in mobile handset manufacturing. The thumb rule to set up a new factory is approximately 10 million handsets of a single brand. Initially, Siemens Mobile is focusing on mobile software development in India. India is Siemens Mobile's global center for mobile software development. Our software development center is headquartered at Bangalore.

CP: How can we make handset manufacturing or assembly viable?

PG: As the market grows further and achieves the proper scale (10 million handsets per brand), handset manufacturing will become viable. Aside from the scale, India possesses all the necessary conditions for handset manufacturing.

CP: How can we deal with the large gray market in handsets that currently exists in India?

PG: The gray market is declining rapidly since the lowering of the customs duty to 15 percent. Indian consumers are willing to pay more for a fully warranted, legal handset. The further lowering of duties and taxes would reduce the gray influx.

CP: It is not possible to use CDMA handsets in a GSM environment. Is this a handicap?

PG: This really isn't a major issue as GSM is the dominant standard in the world (1 billion subscribers) and in India (17 million subscribers). The major growth in the market is in the GSM environment, so we are participating in the highest growth segment.

CP: Many service operators are clubbing handset sale to subscription to their service. Is this desirable from the consumer point of view? If not, what regulatory measures should be undertaken?

PG: Yes, we are seeing various marketing bundles with handsets today. However, the Retail sales of handsets still accounts for at least 95% of handset sales in India. We have and will continue to work with service operators on bundling schemes but we are realistic that this will only account for a limited sale.








Peter Gartenberg, Executive Vice President, Information and Communication Mobile -- Mobile
Phones (ICM-MP), Siemens Ltd.
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