The 800 pound gorilla, Reliance Jio Infocomm’s entry will shake the Mobile Broadband Data Market in India at a much faster pace than it had in the past when Challengers [Aircel, DoCoMo, Uninor, etc] entered the Voice market in India and expect it to repeat but at much faster pace in the Mobile Data War.
Airtel’s data ARPU is Rs 200 and Idea’s data ARPU is Rs 150 – today, 20-25% overall subscribers of these companies are data subs. If data upgrades takes place Continue reading Jio Launch – Mobile Data ARPU Decline Inevitable, Subs / Volume Growth Tepid
The Indian telecom industry had clocked a robust triple digit data volume growth in FY14 and FY15 with proliferation of smartphone shipments and 3G adoption leading to spurt in number of subscribers and data usage per customer. However, data volume growth is already tapering as the pace of smartphone penetration is losing steam. Along with weak macros, postponement of handset purchases by users awaiting RJio 4G launch or lower discounts on e-commerce portals stemming impulse buying could be possible reasons for slower shipments.
IDC has reported continued deceleration in smartphone shipments with meager 3.8% YoY growth in Q1FY17 versus 5.4% in Q4FY16. One could attribute the slowdown to lower discounts on e-commerce portals and stress in rural economy. With currently the SmartPhone base at Continue reading Can India Hit 500Mn Mobile Broadband Subs by 2020 ?
5 Years after launch of 3G Mobile Broadband Services, adoption by consumers is far from satisfactory. Smartphone penetration levels, 3G/4G penetration levels, data volumes per subscriber and the pricing of data of data per MB along the pricing curve are therefore the key drivers behind revenue growth market-by-market.
Smartphone and 4G penetration levels are in part driven by the extent of the rollout of 3G and 4G networks, but the other key driver is affordability, namely GDP levels and the price of handsets. GDP per capita levels continue to rise a bit modestly in the last 2 years and the continued decline in Continue reading What Factors Influence Mobile Broadband Tariffs ?
Pure Play Wireless Operator, Idea Cellular believes that wireless internet penetration at less than 31%, mobile data will be the next big opportunity for operators. Current data expansion phase is similar to the 2006‐2010 voice expansion phase wherein telecom operators improved coverage and dropped prices to accommodate a substantial jump in subscribers, leading to revenue growth. Idea believes there are only 4‐5 serious operators in the data space including Reliance Jio and with non‐top 3 players Continue reading Indian Mobile Data entering phase of 2006-2010 Voice Business – Idea
Media is buzz with various launch dates and data pricing about Reliance Jio Infocomm’s 4G LTE services. You should know that Ambani has always had the fascination for Media business and is filled with his agents across publications and TV channels. In this backdrop, will Jio launch with the Freedom Plan 2 weeks from now as claimed by some newspapers ? Well, I believe Jio will go for a Phase wise launch spanning over the entire FY 2016-17.
To differentiate itself, Jio is looking to launch packages with data-implied tariffs at least Continue reading Reliance Jio Launch – Guess the Data Pricing
Idea Cellular, the master of Just in Time expansion and execution analogous to the Java compilers running your Android Apps is in deep trouble when it comes to 4G LTE Mobile Data Networks.
In the last 8 years, Idea Cellular improved its revenue market share mostly banking on 2G Voice and 2.5G EDGE Data services from 9.3% to 18.1%. During the same period, market leader Airtel’s market share grew to 30.8% from 28.1%. Idea’s market share Continue reading Did Idea Cellular Fumble on 4G LTE ? Can it make a Comeback like in 2G Voice ?