With aggressive push by Reliance Jio in the past one year, 4G- LTE accounted for nearly 40% of the data subscriber base and 80%+ of data usage in India in the June 2017 quarter. LTE accounted for nearly 81% of the total wireless data consumption of 4.3 bn GB during the quarter.
Incumbents Off-loading Traffic to 3G
3G gained share (16.4% share for the quarter versus around 11% in the past two quarters) with 3G data volumes growing nearly 80% qoq. 3G’s share gain Continue reading 80% of Mobile Broadband in India is 4G – LTE
Akash Ambani, Chief Strategy Officer at Reliance Jio Infocomm has selectively dropped hints of the forthcoming 4G VoLTE feature Phone Launch sending shivers down the spine of Airtel and Vodafone executives.
When is the Launch of Jio Basic / Feature Phone ?
Timing of launch depends on the market segment Jio is planning to target. If target market is urban low-end, launch may be any time. However if target market is Continue reading Akash Ambani’s Jio 4G Feature Phone Strategy – A Tariff War or Platform War ?
Airtel, Vodafone and Idea Cellular operated like a Big Lobby of GSM Wireless service providers without much focus on the market nor offerings. I’ll discuss this in detail on how Airtel and Idea Cellular miserably failed to innovate and take the first mover advantage in my next article. Currently at least 50% of A-Vo-ID Operators subscriber base is still plain vanilla 2G Voice and today Jio is unable to target them with 4G VoLTE. However with a low cost 4G feature phone, it can reach this segment of Continue reading Jio’s Lyf 4G Phone for Aam Aadmi
China’s Ministry of Industries and Information Technology (MIIT) plans to allocate a total of 500MHz of spectrum for 5G. Although this is only similar in total spectrum size to the current 2G/3G/4G allocation for the three Chinese telcos, which is 507MHz, the major difference is that the 5G spectrum being planned is contiguous spectrum (300MHz contiguous spectrum between 3300 and 3600MHz, and 200MHz contiguous pectrum between 4800-5000MHz), while the current allocation is split into small parcels between 800MHz and 2600MHz. The ITU suggested a minimum contiguous spectrum size of 100MHz for genuine 5G services, and it is very difficult for most countries to find such spectrum at a low frequency level (below 3GHz). That is why 5G will, in most cases, take place at a higher frequency level and Continue reading How China Plans to Allocate 5G Spectrum ?
Vodafone India CEO Sunil Sood and CFO Thomas Reisten in an analyst call said that they are comfortable with the current market circumstances.
Since Jio started charging for its services, Vodafone has retained its high value mobile broadband customers and has seen a lower rate of revenue decline in Continue reading Vodafone retains High End Mobile Broadband Customers, Subs Base at 38 Mn
Reliance Jio Infocomm is a grand experiment in extreme capitalism; an experiment where a company, backed by the balance sheet and cash flow strength of the parent’s Oil & Gas business, has unleashed what we call brute force of capital with business strategy which can draw parallels with the operations in Silicon Valley.
Jio’s disruption in the 4G LTE Space has caused #2 (Vodafone) and #3 (Idea) players to consider and announce a merger (in-principle agreement announced; not consummated yet) we do Continue reading Jio Heat Wave too intense for Vodafone + Idea – Is TRAI Biased ?