Mobile in India
New Entrant Challenger, Uninor, a subsidiary of Telenor had declined to throw its hat in the 3G data war and wanst to focus on the Plain Vanilla Voice market in 6 circles where it has won licenses. Uninor Management believes the 3G ecosystem is not adequately evolved to invest inContinue Reading
In July 2013, we highlighted the impact of saturation of smartphones in developed markets, asserting high-end handset sales were apt to decelerate in coming quarters. As a supplement to this report, we next looked at product life cycles, where we showed that lifecycles for progressive new product types are increasinglyContinue Reading
Even though the position of the incumbents is that auctioning 900MHz is illegal, TRAI’s proposed base price cuts make it reasonably priced. In Delhi, Airtel and Vodafone are very dominant (35% and 28% Revenue Market Share). They would place a much higher value on 900MHz retention than a challenger likeContinue Reading
Tata DoCoMo disrupted the Indian Mobile Services market with Per Second billing in 2009 which led to the subsequent Tariff War over the next 2 years. This time around, India’s largest Wireless Carrier, Airtel is trying something on the Billing front where it aims to convert Pre-Paid subscribers to Post-Paid.Continue Reading
In early August, the U.S. International Trade commission ruled that Samsung infringed upon patents 7,479,949 and 7,912,501. The former relates to multi-touch detection on touch screen displays, and the latter applies to the phone detecting when a headphone / headset is plugged into the jack. Samsung argued that the banContinue Reading
Idea Cellular Ltd India’s Third Largest Wireless Company which participated in the Nov-2012 1800Mhz Spectrum Auction has said that they do not have any crunch for Spectrum to run the current Pan India 2G Voice & 3G Services in selective circles. Idea CEO Mr. Himansu Kapania addressing analysts said that,Continue Reading
Mediatek the Fabless Semiconductor Giant for SmartPhones has forged into octa-core processors for smartphone IC and has been well received in the maket. Given this, octa-core ICs could become mainstream in China by 2014. Its octa-core Cortex A7 MT6592 IC has impressive clock speeds of 1.7-2GHz, and has low powerContinue Reading
Guess most of the Telecom Analysts missed the TRAI Open House Discussion on Telecom Spectrum Auction & Pricing event held in New Delhi late last month. However, here is what we are picking up from our interactions with Analysts who were in the meeting. There was Visible Opposition from someContinue Reading
The Indian Telecommunications Industry is Divided between the A-Vo-Id[Airtel, Vodafone Idea] Group on one side and the politically influential Ambani brothers on the other. Recently all telcos submitted their response to the TRAI’s consultation paper on Valuation and Reserve Price of Spectrum. The responses are as expected with A-Vo-Id GroupContinue Reading
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