Mobile Broadband Data – Is 4G the game changer?
The higher data speed offered by 4G/LTE services is widely expected to boost mobile data usage. The launch of tiered data plans has given rise to optimism that operators can monetize this data opportunity and substantially drive ARPUs higher. However, we believe the emergence of innovative OTT applications and moreContinue Reading
TRAI Paper on Telecom Spectrum Auction 800,900,1800MHz Addresses few Issues but InComplete
The Indian Telecom Regulator, TRAI has issued a consulting paper on the Auctioning of 800,900 and 1800MHz Telecom Spectrum. After a Thorough study of the same over the weekend we think that it addresses few issues but is not able to foresee things beyond and we raise few question onContinue Reading
South Korea Mobile Data Usage Doubles, 4G LTE Data Usage Quadruples in a Year
South Korea’s SK Telecom has taken the lead with the start of LTE-A service on 26 June and became the first player in Global Telecommunications history to launch LTE-A services, followed by LGU on 18th of July. The merit of LTE-A has been that it is mainly achieved through softwareContinue Reading
Voice Business Strengthening – Mobile Data Gets Pushed by another 18 Months
Without any doubt, almost every Analyst has the same view on the Indian Telecommunications sector dominated by 2G Voice that has seen stability and improvement on many fronts, but there is much more divergence on what could happen “later” on voice competition, data, capex and regulations. Everybody is comfortable withContinue Reading
Super SmartPhone Market Saturates – Emerging Economies Want Mid End SmartPhones
The >USD 500 super smartphone segment is the most important, as it is where Samsung and Apple generate most of their smartphone profits. Together, Samsung and Apple’s smartphone revenue account for about 63% of total smartphone industry revenue in 2013, and about 95% of industry operating profit [Profit share isContinue Reading
Reliance Communications Drops 3G Prices – Will 3G data Tariff War Extend Beyond Reliance Circles ?
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
Weibo Social Media Ads Mitigates Slowdown of Ads on Sina Portal
Chinese large brand advertisers are becoming more conservative over the macro environment into the second half of 2013. On one hand, recent concerns over China’s liquidity conditions are likely to escalate pessimism among advertisers and On the other hand, other ad categories (such as video) are likely to drive portalContinue Reading
TD-LTE Data Gaining Ground Worldwide
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 3G Data Grows Faster with Affordable SmartPhones and Mobile Apps ecosystem
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