Broadband in India
Reliance Communications fired a fresh salvo in the Indian Telecom Industry by halving 3G Data Tariffs across the board, pre-paid and post-paid. RCom has 3G Mobile Data Services in 13 Circles – Delhi, Mumbai, Kolkata, West Bengal, Punjab, Madhya Pradesh, Himachal Pradesh, Bihar, Orissa, Rajasthan, Assam, North East, and JammuContinue Reading
TD-LTE will be a key secondary global 4G standard and could get up to 30% market share, in line with the percentage of global spectrum allocated on an unpaired basis. Three key factors which suggest a much more bullish outlook for TD-LTE are as follows: China Mobile has spearheaded theContinue Reading
China offers one of the most diverse wireless networks with limited disclosures and guidance, and a shifting regulatory framework. However, the China 3G story is working , as cheaper devices, data packages and mobile apps ecosystem drive a rapid transition to data services. China is a unique 3G market withContinue Reading
At time when Indian Telcos are still struggling to upgrade their customers to 3G and designing strategies to offload 3G network traffic to Wi-Fi, Korean Telcos will finish deployment of LTE-A [150 mbps speed, ideally] by the end of this year and in the absence of 5G in near term,Continue Reading
I’ve been tracking Google very closely for years now and they don’t like to do things traditionally – be it their IPO or the Organizational hierarchy where Engineers are ranked higher compared to Management / Accounting folks in the company. Larry Page in an interview early this year had said,Continue Reading
China Mobile has initiated the registration process for its pre-commercial 4G / LTE in 13 cities within China. China Mobile indicated eligibility requirements for applicants: (1) has been China Mobile’s subscriber for over 1 year (2) ARPU > RMB 50 for past three months (3) no bad debt record (4)Continue Reading
China Mobile is leading the deployment of 4G LTE network in China while china Teleocm and Unicom are happy riding the 3G Data boom. China Mobile [CM] is faced with one Big Technical Challenge when it comes to provide & maintain QoS for existing users along with 4G. CM isContinue Reading
The management of Bharti Airtel is optimistic about 3G Data Revenues which was seen at 20% q-q growth in Q4-FY2013. This should continue to grow, partly also driven by improving coverage. Current 3G coverage is at 30% of its 2G coverage. This means Airtel 2G/ 3G Data services will growContinue Reading
The Headline 3G Data Revenue Numbers are disappointing on the face of it with < 5% Revenue Contribution and thus the popular perception that 3G in India so far has been a failure, three years after the 3G auctions. In our analysis, most of the top cities are already underContinue Reading
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