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 liberalized Continue reading How India Compares with China on Spectrum / Data Usage ?
According to Network Gear Manufacturer Cisco, global mobile data traffic may continue to grow at a CAGR of 61% over the next 5 years (67% for Asia Pacific region). This is despite considering that an increasing number of operators are moving away from unlimited data plans to tiered data packages.
Demand for Mobile Data will come from Rising adoption of internet-capable devices – The majority of subscribers in emerging markets still remain on feature phones with very low data usage. According to Cisco’s estimates, a non-smartphone user Continue reading Asia Mobile Data Growth to be 67% in next 5 Years
At time when Indian Telcos are still struggling to upgrade their customers to 3G and designing strategies to offload 3G network traffic to Wi-Fi, Korean Telcos will finish deployment of LTE-A [150 mbps speed, ideally] by the end of this year and in the absence of 5G in near term, they expect mobile capex to continue to fall YoY. Around 60% of the total Korean wireless subscribers are expected to migrate to LTE by end 2013, and establish a more stable three-player market [SK Telecom, LGU and KT Corp]. In next phase of LTE competition (next 6–12 months), expect SKT to reap benefit of its dominant market share as LTE growth slows. KT Corp is also catching up in LTE market share & strong earnings growth of its non-telco businesses. Continue reading 60% Koreans to Upgrade to LTE – Telcos Deploy LTE-A Network
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 2G to 3G. Mobile data tariffs are relatively high at US$7-10/GB (versus the US$3-4 ARPU) for entry-level plans. Re-pricing of data tariffs could be a slow process and driven by the telcos network capacity. Mobile data revenue has been largely due to the 2G/2.5G handsets-driven internet usage. Smartphone penetration is reasonably low at ~12%, but expected to reach 15% by 2013 and 24% by 2015. Availability of US$50 smartphones could be a key factor in driving the take-up rates and in turn data usage. Continue reading State of Mobile Data in Indonesia, Malaysia, Philippines, Singapore, Thailand