It’s possible that Apple might match India’s sale of a million phones in a week, but something tells me they won’t be able to pull off 6 million each month for the next little while. Call me crazy. By 3 years from now, the Telecom Regulatory Authority of India is hoping to nail the 500 million mark, after maintaining a steady 6 to 7 million subscriber growth while the country gets hooked up. For those of you not so hot with the math, that’s half of a billion, and about 45% market penetration. China‘s great for RIM, and there’s sure to be some opportunities in Africa, but it’s hard to ignore numbers like these. The BlackBerry 8300 is in India, which is a start, but they’re going to have to keep pumping the newer lines out there in order to really cash in on the explosion.
Tag: emerging-marketsPage 2 of 2
Following the earlier topic of Canadian data rates, Don Morisson continued talking with the Financial Post about the emerging market in Africa. (For anyone who hasn’t entered our weekly contest yet, this is a subtle hint.) While progress in China’s starting to ramp up, RIM is looking to start moving harder into Eastern Europe before significant headway is made in Africa. Despite the economic situation in Africa being vastly different from the usual industrialized markets that RIM usually guns for, Morisson says their enterprise-first approach is going to stick.
“Is there an attractive market that’s beyond the enterprise market? Absolutely.”
With RIM announcing a Chinese push, and starting to get their feet wet in India, we can see that the wireless industry is starting to realize just how many people still don’t have cell phones. So while China and India are some of the clear-cut hotspots right now, what remains on the horizon for the international BlackBerry market? Tell us which country is the next big thing for BlackBerry, and why this new spot will incubate BlackBerry growth so well.
Last week’s contest was a bit of a dud, so here’s hoping this week’s tickles your fancy a bit more. Since we still got ‘em kicking around, this week’s winners will win Canadian, American and iBerry themes for your BlackBerry.
While we might be looking to emerging markets in China, India and Africa as the reason why so many people are packing mobiles these days, the market may not be as much of a wireless promised land as they had been made out to be. Strategy Analytics has reported today that the global subscriber churn rate has risen for the ninth quarter in a row to 2.5% in Q1 2007. North America and Europe are pretty stable on this front, but Reliance disconnected 6 million customers last quarter, and Malaysian carriers had to disconnect about 20% of their subscribers in an effort to register all accounts. The big reason for such drastic measures is the prepaid nature of mobile business in these markets.
David Kerr, Vice President, Global Wireless Practice, adds, “The increase in churn highlights the challenge of managing subscriber growth in many prepaid-centric emerging markets. In these markets, where new connections involve simply placing a new SIM card into one’s existing handset, competitive activity is having an increasingly detrimental impact on subscriber behavior and churn levels.”
As much as we might moan about being locked into plans for years on end, it certainly makes for a more stable industry.