~Later~
The Entry Level SmartPhone / Feature Mobile Phone [Sub $200] market will be under the control of WhiteBox Phone Manufacturers in 2013. The Mid and High end SmartPhone market belonged to Brands such as Samsung, Apple, HTC etc. However, the equation is likely to change as we have already seenContinue Reading
For the Holiday Season of 2007, online retailer Amazon released the first version of their eReader Kindle and it was sold-out in under 6 hours. Once the leader sets the trend, everybody [Google, Barnes & Nobel, Baidu, etc] jumps into the new business model of selling high end hardware specsContinue Reading
Today we’d like to enlighten on the Backhaul Connectivity of Indian Wireless Networks [2G / 3G / 4G-LTE]. For now, read Backhaul as the connectivity between the tower (site) and the inner parts of the network through which the aggregate of all traffic from mobile terminals served by a towerContinue Reading
According to the China Securities Journal, the Ministry of Industry and Information Technology – MIIT was considering the imposition of a fee for WeChat, Tencent’s internet-based chat and messaging system. At present, subscribers pay nothing for Over the Top (OTT) services such as WeChat in themselves, although they do payContinue Reading
Reliance Jio Infocomm has just crossed the first hurdle by announcing a Rs 1,200 Cr deal with Reliance Communications where the latter will offer its Nationwide Inter-City Optical Fiber Network for Reliance Jio. Reliance Jio will utilize multiple fiber pairs across RCom’s 120,000 Km Inter-City Fiber Network to provide aContinue Reading
Reliance Jio Infocomm does not have a Data Only Business Model in India for the next few years. So if 2G Voice is a must, why can’t Reliance do a CSFB arrangement with an existing operator ? It could tie up with existing 2G/3G operators to offer voice calls usingContinue Reading
In the Rich Feature Phone Market, most of the Chinese / Taiwanese brands are profitable (razor thin margin). Despite higher ASP driven by smartphone, the vast majority of these brands could actually be loss making. In my view, these brands are making even poorer profitability on smartphone than on featureContinue Reading
Feature Rich 3G SmartPhone pricing is one of the most important parameters for the overall development of the Mobile Data eco-system in the context of Asian Markets ex-Japan. The Smartphone market is price driven and aggressive price cuts have seen increased adoption. Expect smartphone volume in the US$150-300 range toContinue Reading
The Management of Tata DoCoMo has indicated that pricing rationality is prevailing in the sector with almost all operators withdrawing discounts / free minutes. These changes are already visible in the company’s own RPM realisations. There has been no change to usage patterns all through these tariff changes so far,Continue Reading
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