Reliance Jio’s launch will accelerate consolidation leading smaller telcos to exit market overtime. Currently the top 3 telcos have 70% of total market share with remaining 8-9 telcos sharing the remaining 30% market share. The key value proportion of smaller telcos to consumers has been cheaper offerings than larger telcosContinue Reading
The Telecom Regulatory Authority of India (TRAI), in a recent consultation paper, sought comments from the industry and other stakeholders on a variety of spectrum-related issues. One of the surprising issues raised in the paper was whether there was a need to modify the current regulations around spectrum caps. CurrentContinue Reading
Data continues to be a key driver for tower demand and management suggested 3G and 4G network deployments have almost doubled on a year to year basis. The company suggested that most of the 3G/4G deployments were via the loading route and for the next 6-12 months telcos are expectedContinue Reading
If we compare the spectrum availability, data usage (DOU) per subscriber and data penetration of the Indian Telcos with those in China / South Korea will tell if Indian operators have have adequate spectrum for a 3G/4G roll-out over the medium term. Indian telcos have 178 MHz of liberalizedContinue Reading
Spectrum is the key commodity for Telecommunication services. Indian operators’ spectrum holding has improved in the last two years as the government has made available fresh spectrum. The top 3 incumbents (Airtel, Vodafone, Idea) and Reliance Jio have bought bulk of this spectrum. Bharti Airtel is currently the best placedContinue Reading
China Mobile has finally caught up with competitors in providing high speed mobile data services to smartphone users. Using the TD-LTE network, users have reported 10x performance increase compared to CM’s legacy TDSCDMA (3G). The TD-LTE network is also increasingly ubiquitous, covering 96.7% of test locations in three Tier 1Continue Reading
The Department of Telecom’s (DOT) Net Neutrality panel recommendations has taken a balanced view, in our opinion. Key recommendations of the panel are as under, Tariff plans offered by telcos / internet service providers must conform to net neutrality OTTs (Over the top) providing SMS/international VOIP services do not needContinue Reading
Even though Airtel & Reliance Jio Infocomm are in cut throat race to rollout and stabilize their 4G LTE networks, let us theoretically move ahead to discuss how their Multi Band Spectrum War Chest can be used to upgrade network to LTE-A(dvanced) few years from now, at least in “A”Continue Reading
Bharti Airtel India’s leading Integrated Telecommunications service provider has made steady progress on 4G/LTE and initiated 4G rollout in 23 cities. Airtel’s first mover advantage has the following implications – (a)Dilute value proposition for Reliance Jio 4G by being the first to launch 4G and let Airtel have a leadContinue Reading
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