China has only 3 Major Operators – China Mobile, Telecom and Unicom. Across the board, all the three operators are witnessing decline in plain vanilla 2G users. The continued decline in smartphone prices and recent reduction in data price from China Unicom will further accelerate the migration of mid andContinue Reading

China Unicom believes 3G growth will accelerate in 2013 given major improvements in handsets / smartphones, product offerings, network coverage and branding. The company expects 3G net adds in 2013 to be higher than 2012’s level. Management will focus on increasing mobile scale and quality of customers, and expects high-endContinue Reading

Over the past 12 months, Indian Telecom Operators have started disclosing Data Revenues and metrics separately to give a sense of the performance of Data Networks in India. Currently, data revenue is being driven by 2G data, as 3G smartphone penetration is still low and 90% of data subscribers areContinue Reading

One of the big questions being asked today is what is the impact of 3G / 4G data substituting traditional communication technologies – Voice and SMS on operators’ bottomlines. The data growth story is widely regarded as positive for operators where the growth of data can help support higher profitability,Continue Reading