Reliance Communications, India’s fully-integrated telecommunications service provider just a while ago launched the Best Diwali Dhamak in the Indian Telecom space offer – Rs 2,599 per month for the iPhone 5c and Rs 2,999 per month for the iPhone 5s, both for a duration of 24 months—which include the handsetContinue Reading
We’ve seen that just 35% of the Towers are 3G Lighted implying slow deployment of 3G data Services even 3 years after the auction. From a demand perspective, we believe that the challenge from a 12-15 month perspective is increasing 3G penetration. Even though it is a daunting task, theContinue Reading
A decade ago, one would have felt disconnected without a mobile. Today, it would be socially embarrassing not to have a smartphone, especially among the youth. Android & iOS based Smartphones have revolutionized user experiences, extending basic features (voice and messaging) to internet access. Thanks to the popularity of mobileContinue Reading
According to data from “The MobileStore” a leading Mobile Handset retailer in India, with a presence across 100 cities through 800 stores, suggests that decline in 3G smartphone prices and data usage evolving beyond social media are helping accelerate smartphone adoption (~10% of handset volumes). Current 3G smartphone volumes areContinue Reading
Few days ago we discussed the Saturation in sales of High End SmartPhones. The high end consumer is complaining that the hardware spec is a marketing gimmick and refusing to upgrade. Amidst this backdrop, can the mobile handset makers give consumers a reason to buy new handsets ? ‘Battery LifeContinue Reading
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
The Headline 3G Data Revenue Numbers are disappointing on the face of it with < 5% Revenue Contribution and thus the popular perception that 3G in India so far has been a failure, three years after the 3G auctions. In our analysis, most of the top cities are already underContinue Reading
The high-end SmartPhone market growth is decelerating, iPhone’s decline on a large base leaves significant opportunity for other brands, if one proves able to come up with a truly innovative model. HTC suffered a vicious cycle in the last 18 months with a series of mistakes but we now expectContinue Reading
India is still in nascent stages of Data boom with consumers having good access to 2G and 3G networks and selectively to 4G as well. Let us see what is the state of Mobile Data in other Asian countries. Indonesia – Like India the focus is on upgrading from 2GContinue Reading
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