I've been following the COAI/AUSPI numbers for the past few months, so just wanted to share my quick calculations with you all.
COAI comes up with the previous month's numbers fairly quickly. It came out with the November numbers in the second week of Dec. AUSPI on the other hand came out with them only in the 4th week. Also, all Reliance and TTSL numbers are reported by AUSPI, they still being CDMA and WLL providers, despite having a considerable GSM subscriber base now.
These numbers are fairly accurate (rounded off to the nearest thousand), and directly based on the numbers provided by COAI/AUSPI. Note these are only wireless (GSM + CDMA).
Total Cellular Subscribers in India at the end of November 2010: 723,750,000
Airtel: 149,394,000; Market Share: 20.64%
Reliance Communications: 122,363,000; Market Share: 16.91%
Vodafone: 121,163; Market Share: 16.74%
Tata Teleservices (both GSM/CDMA): 82,598,000; Market Share: 11.41%
Idea Cellular: 78,826,000; Market Share: 10.89%
BSNL: 78,194,000; Market Share: 10.80%
Aircel: 48,739,000; Market Share: 6.73%
Uninor: 16,198,000; Market Share: 2.24%
These are the top eight operators in the market. Other than Uninor (13), Idea (17) and BSNL (not present in Delhi/Mumbai where MTNL operates), all the operators are present in all the circles.
Idea Cellular overtook BSNL to be the 5th largest cellular operator by subscriber base. Earlier, Tata Teleservices had already overtaken it. BSNL is slowly showing itself to be just another incompetent PSU after showing much promise. Both BSNL and MTNL totally wasted the first mover advantage on 3G, having hardly created a ripple.
I looked at the FY2009-10 financials of BSNL (year ending March 2010), and I really couldnt believe they had Rs. 9,200 crore of depreciation, but it makes sense given they were the only ones who managed this country's telephony for a while. UNfortunately, they have little money for capital expenditure, and need a bailout, and very importantly, a change in leadership and strategy.
Interesting competition between Vodafone and RCom to be the second largest operator in the country. RCom has grown rapidly in the past, but mainly based on very low tariffs and huge discounts, thus giving them one of the lowest ARPU's in the industry.
Among others, Videocon seems to have grown rapidly as well, showing 6.744 million subscribers at the end of November-10. MTS, a pure CDMA player, stands at 7.78 million. Etisalat, Middle East's biggest player, has a total sub base of 1.32 lakhs, but they are only just launching their services under the "Cheers Mobile" brand. Uninor has done well too, growing to 16.2 million subs.
If anybody can get a fairly reliable number for India's population at the end of November-10, then we can do a quick cellular penetration as well.