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PC market in India

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Overall PC market trends

• The overall India PC shipments for Q1 2013 stood at 2.71 million units i.e. a year-on-year growth of roughly 3% over Q1 2012 and a quarter-on-quarter growth of about 7.5% over Q4 2012.

• The commercial PC market quarter-on-quarter growth in the commercial spending is12.8% over Q4 2012.

• The branded desktops witnessed execution of a few large deals, primarily in BFSI, IT and Government verticals, supporting the overall commercial growth in Q1 2013.

• However, the consumer market remained largely flat with a marginal quarter-on-quarter growth of 1.5% noted over Q4 2012.

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Vendor Share - India Overall PC Market, Q1 2013 (% of Shipments)

Hewlett-Packard 22.5

Acer 13.8

Dell 13.8

Lenovo 11.7

Others 38.2Total 100

Source: IDC Quarterly PC Tracker, Q1 2013

• HP picked up key wins and witnessed the execution of large deals in Government and BFSI verticals in Q1

• the vendor picked up the special deal on laptops in the state of UP, which cemented its position for the top spot

• Acer remains strong in the commercial business while Dell was seen riding high on its price cuts, specially on notebooks

• Dell bounced back on the commercial business too, owing to a mix of their price aggression, after-sales support and product quality

Overall PC market trends (cont.)

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Smartphone market in India

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Burgeoning smartphone market in India

• Overall mobile phone market in India has reached approximately 218 million units, a 16% Y-o-Y growth from CY 2011

• This is mostly driven by the burgeoning smartphone market in India which grew from close to 11 million units in CY 2011 to 16.3 million units in CY 2012, a considerable growth of about 48%.

• This market is expected to continue its growth into 2013, driven by the stupendous growth of close to 70% in the smartphone market.

Source: IDC Asia/Pacific Mobile Phone Tracker 2009-2012

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Decline in feature phone segment

• India smartphone shipments reached a record high with a total of 5.4 mn unit shipments in 2012

• Q4 smartphones shipped to India grew 38% Q-o-Q

• 5% decline that was seen in the feature phone segment during the same period

2012 Q1 2012 Q2 2012 Q3 2012 Q486%88%90%92%94%96%98%

100%

92.8% 93.2% 93.5%90.9%

7.2% 6.8% 6.5%9.1%

Feature Phones vs Smartphones - CY 2012

Feature Phone Smartphone

Source: IDC Asia/Pacific Mobile Phone Tracker Q1 2012 – Q4 2012

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Trends in the smartphone sector

• Local vendors ramped up shipments and aggressively launched new models to meet the growing consumer demand in the low-end smartphone market segment

• Local vendors have remained dominant in sub-US $100 price band while they pose serious competition to the global vendors in the US$100-US$200 price band

• These two segments emerged as the most vibrant and the fastest growing smartphone price band segments in the Indian market

• Smartphones with upgraded specifications, such as a 4-inch+ screen size and dual-core processors, were especially becoming popular

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Trends in the smartphone sector (cont.)

• Android continued its dominance in the Indian smartphone market, however increased pick up of other operating systems – such as iOS and Windows Phone 8 is expected to spice things moving forward

• Apple's India shipments saw a sudden surge this quarter, sending it to the second spot in terms of revenue in the overall Smartphone market.

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Top Five India Smartphone Vendor Ranked by Unit Shipments, 2012 Q4

1. Samsung remained the leader and pace-setter for the market, inspiring both international and domestic vendors to launch their own quad-core and 5-inch+ screen size models.

2. Micromax outperformed the market through its aggressive ramp-up and an enhanced product portfolio and new launches in the past quarter.

3. Sony garnered a significant shipment share owing to its mid-tier range of smartphones (priced between $150-300) doing quite well in the market.

4. Nokia, came in fourth with its range of Lumia devices powered by Windows Phone 8 OS, again in the mid range segment, which drew noteworthy attention from consumers especially in the Tier 1 cities.

5. Karbonn, made it to the top 5 for the first time, thanks to the new range of attractively priced smartphones that were launched in 2012 Q4

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Tablets market in India

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Trends in the tablets market

• India ships 10,000 Tablets every day to notch up total shipments of 905,000 during January-March 2013

• Datawind leads the market, with Micromax and Apple coming in at #2 and #3 respectively; Top 5 vendors make up nearly 59% of Tablet shipments

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Trends in the tablets market (cont.)

• Indian consumer has no bias against domestic brands; only Apple amongst international brands figures in Top 3 vendors during the quarter

• A large proportion of first time users of computers in emerging markets like India are getting to experience computing through this highly portable, converged form factor.

• Polarization of India Tablet user segments – one set looks primarily for performance and best-in-class build quality and typically opts for the high-end Apple iPad, while the other segment looks for a wide range of features at an affordable price point and opts for brands like Datawind and Micromax.

• 3G-enabled Tablets made up only 23% of total sales during 1Q CY 2013, we expect this to grow substantially in the coming quarters.

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India ICT 2013 Top 10 Predictions: IDC

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Predictions

• Multi-device era to dictate IT for a cross-platform support

• Channel partner ecosystem will see a sizable rethinking to survive the blitz of Large format Resellers and e-tailers

• Continued interest by IT vendors to target T2 and T3 cities is driving maturity and it in turn is driving more complex solution needs

• Telecomm providers will increasingly focus on customized data plans based on usage pattern analysis

• Enterprise applications and business processes will be moving on to the cloud with ability to link devices and users as needed

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Predictions (cont.)

• Business analytics will continue to be in the lime-light and past and present investments of organizations will see greater interest level by business users

• IT infrastructure management to start moving away from specialist management tools to integrated infrastructure management

• Many enterprises that have been holding back on hardware and software investments will partially reopen their purse strings

• Focus on Mid-market segment will become mainstream discussion with most large vendors (hardware, software, and client devices) making sizable investments to drive the mindshare

• The interest in IP voice infrastructure and embedding IP voice into applications will drive need to clarify associated regulatory aspects

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Karan BhujbalTwitter: @karanbhujbalBlog: bhujbalview.blogspot.inEmail: karanbhujbal@gmail.com

Thank You