India’s and possibly World’s Biggest Telecom Spectrum Auction will go live on Oct 1st, 2016 amidst tepid demand from existing Indian operators. Global Telcos give it a miss due to fresh memories of Spectrum Scam and constantly changing policies with motive of massive corruption. The spectrum bands put to auction include 700MHz, 800MHz, 900MHz, 1800MHz, 2100MHz, 2300MHz, and 2500MHz, constituting a total of 2,355MHz of spectrum, with the largest chunk in the most sought after 700MHz band suitable for 4G and 5G Wireless Broadband.
Barring few circles, we expect most of the spectrum to be sold at current Continue reading India’s Biggest Telecom Spectrum Auction – Tepid Demand
Uber-Didi isn’t the only Car Deal of China that needs to be noted as we move into convergence of devices and services. In a cross border deal across the Atlantic, Verizon acquired Fleetmatics which is a step toward its three-pronged connectivity + platforms + solutions strategy. The US$2.4bn acquisition of Fleetmatics will give Verizon meaningful scale in telematics. Although the acquired assets won’t be an overnight success, Verizon is aggressively putting the building blocks in place to create its own tech ecosystem.
The Telogis and Fleetmatics deals will help boost Verizon’s scale in Telematics, where it has a growing portfolio of solutions including automatic, insurance, and fleet management. Since buying Hughes Telematics in 2012, the majority of Verizon’s auto revenue (~US$500m) has come from wholesale as opposed to its retail LTE connectivity. In this case, the Telogis acquisition Continue reading Autos – Telcos will Battle for Supremacy in Telematics
For the forthcoming Biggest Wireless Spectrum Auction, Idea Cellular has re-iterated its strategy of “Just in Time” [JIT] procurement which it has mastered and executed well over the past few years. To prove this point, in Q2-2016, Idea has exited 3G Roaming Arrangements in six of the seven circles as it rolled out its own network. [Recall, the first 3G Spectrum Auction was conducted in 2010 after the Spectrum Scam and Idea Cellular then decided to skip bidding in non-strategic circles and bought the same in 2014 & 2015 auction]
The spectrum bids will be rational and Idea will adopt a circle-wise approach based on requirements. The focus will Continue reading Big Spectrum Auction – Idea Cellular Reaffirms JIT Strategy+ Rational Bidding
The Government has announced that Spectrum Usage Charge (SUC) will be a weighted average rate of individual rates for different bands, including 3% for spectrum won in the 2016 auction. The change is positive for Bharti, since telcos having 2300MHz that carries just 1% rate will benefit from its inclusion in the weighted average. Reliance Jio will have the lowest SUC, having the highest Continue reading Will Lower Spectrum Charges Make Biggest Spectrum Auction Attractive ?
The Indian Telecom network capacity is a function of multiple parameters like spectrum allocation, number of sites (base stations), number of components on each site (no. of antennae, their frequency range, TRxs, etc). Theoretical calculations also require assumptions on busy hour usage – which may differ for regions and services. Increasingly, the choice of technology (2G/3G/4G, etc.) also plays a role in determining the Continue reading Indian Telecom Network Capacity Doubles in 2 Years
The Government is likely to announce the Largest Telecom Spectrum Auction in the History of India in the next couple of months. Notice Inviting Applications is not out yet and sources in DoT indicate a delay of Month.
Of all the spectrums auctioned – 800 Mhz, 900 Mhz, 1800 Mhz, 2100 Mhz and 2300 Mhz, we see more demand for 1800 Mhz (4G) and 2100 Mhz (3G) bands mainly by the top telcos to bridge their 3G/4G gaps. We do not see much demand for 700 Mhz and 2500 Mhz bands given higher pricing / weaker eco-system. Continue reading Largest Telecom Spectrum Auction – Operators to Bid Rationally