Mobile / Wireless Broadband Subscribers at 2.8x Wired – 55.2 Mn Users at end of 2013
The lethargic Indian Telecom Regulator, TRAI has finally started collecting data from operators on the status of mobile / wireless broadband. At the end of 2013, India has total 55.2 Mn Broadband ( > 512Kbps speed) subscribers (~5% of the population) of which a whopping 40.27 Mn Subscribers are usingContinue Reading
Views on 1800Mhz & 900Mhz Spectrum Sale – Operators Strategies for 3G vs 4G
The great Telecom Spectrum Auction in 1800Mhz and 900Mhz band which has given some clarity and stability to the Telecommunications sector on the policy front has met with mixed views amongst global institutional investors . Here are some views of the key analysts at various research entities, Jefferries in aContinue Reading
Google Play – Billion Dollar Mobile Apps Business Built for Developers / Telcos
In less than five years the market for mobile apps has exploded. The longest standing app store, Apple’s App Store, has over 1mn apps available for download, hundreds of thousands of app developers, over 60mn apps downloaded since inception. Growth is being driven primarily by continued penetration of smartphones globallyContinue Reading
Spectrum Auction – 900MHz up 84%, 1800MHz up 22%
Spectrum auctions in India continued to drift along the lines we have seen in the past few days. The blended prices of 900MHz now up 84% above reserve price levels. Pan-India 1800 prices have now moved up 22% above reserve price levels with excess demand continuing in a few circles.Continue Reading
Mobile Data Technology Evolution – Explaining 4G LTE Advanced, VoLTE
LTE Advanced is the next step in the evolution of LTE. As happened to I study in-depth on how exactly LTE Advanced works, here is an insight to readers to get a sense of the technology that can give upto 1 Gbps of High Speed mobile Broadband on your SmartPhone.Continue Reading
Demystifying the Reliance Jio Infocomm Mobile / Data Services Enigma
As expected by us, Reliance Jio Infocomm Ltd [RJIL] has entered the Bidding Fray for Telecom Spectrum in 900/1800MHz along with 7 other operators of which Aircel, Uninor and Tata DoCoMo were surprise entrants. Mukesh Ambani’s Reliance Jio made the initial mistake of bidding for in-efficient 2300MHz spectrum in 2010Continue Reading
Spectrum Auction 2014 – Airtel & Vodafone Resist Treating as New Operator – Flawed Rules
In the Open House Discussion for the forthcoming 900MHz and 1800MHz bands auction to be held on 23rd January 2014, India’s largest Wireless Operator Airtel and Second Largest Operator Vodafone strongly objected to the current auction rules where DoT will treat Airtel and Vodafone as new operators in the renewalContinue Reading
Spectrum Auction 2014 – Pre-Bid Conference, Battle for Contiguous Blocks – Idea Cellular to Bid – Part -1
Our Associate in New Delhi attended the Department of Telecom (DoT) pre‐bid conference on the 20th December 2013. It was an eye opener as we get a sense that serious long‐term players will bid for contiguous 5MHz spectrum to complete or improve their data foot‐print while fringe players will waitContinue Reading
Airtel Data ARPU at Rs 70 – Reliance Jio Infocomm Deal at Market Prices – MoU for 4G Collaboration
The management of Airtel in an Analyst call told that 2G Voice prices are still trending up and there is potential for a 10-20% increase from current levels. In 3Q, there has been a slight increase as per management, with okay volumes.Continue Reading