With aggressive push by Reliance Jio in the past one year, 4G- LTE accounted for nearly 40% of the data subscriber base and 80%+ of data usage in India in the June 2017 quarter. LTE accounted for nearly 81% of the total wireless data consumption of 4.3 bn GB during the quarter.
Incumbents Off-loading Traffic to 3G
3G gained share (16.4% share for the quarter versus around 11% in the past two quarters) with 3G data volumes growing nearly 80% qoq. 3G’s share gain Continue reading 80% of Mobile Broadband in India is 4G – LTE
Vodafone India CEO Sunil Sood and CFO Thomas Reisten in an analyst call said that they are comfortable with the current market circumstances.
Since Jio started charging for its services, Vodafone has retained its high value mobile broadband customers and has seen a lower rate of revenue decline in Continue reading Vodafone retains High End Mobile Broadband Customers, Subs Base at 38 Mn
Idea Cellular, the master of Just in Time expansion and execution analogous to the Java compilers running your Android Apps is in deep trouble when it comes to 4G LTE Mobile Data Networks.
In the last 8 years, Idea Cellular improved its revenue market share mostly banking on 2G Voice and 2.5G EDGE Data services from 9.3% to 18.1%. During the same period, market leader Airtel’s market share grew to 30.8% from 28.1%. Idea’s market share Continue reading Did Idea Cellular Fumble on 4G LTE ? Can it make a Comeback like in 2G Voice ?
Nokia’s latest report on the state of Mobile Broadband in India suggests that the Indian data market continues to be in a sweet spot backed by – high-end 2G data users are migrating to 3G, 3G/4G device penetration is accelerating on the back of decreasing handset prices, video, audio and social networking are driving traffic and average usage on 3G in India is reaching global benchmarks.
Indian Consumers get Taste of 3G High Speed Networks
3G data traffic growth in Metros stood Continue reading Mobile Broadband in Sweet Spot – Ecosystem Favors Growth
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 lead versus other incumbent telcos (b) De-congest 3G selectively – LTE rollout allows Airtel to de-congest 3G selectively, particularly in markets where it is constrained by 5 MHz of 3G spectrum. Reference can be made to Delhi where Airtel has a 5 MHz block of 3G spectrum and 4G service in addition will allow Bharti to divert traffic from 3G in the medium to long term by segmenting the data market with the two offerings. Continue reading Airtel Mobile Data Strategy – 4G LTE Band to De-congest 3G Or Sabotage Reliance Jio Hype ?
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 software upgrades (multi carrier and carrier aggregation) and hence precludes the necessity of major additional capital expenditure.
SK Telecom daily subscriber growth has picked up from 5,000-6,000 in June to 12,000 in July. SKT has thus far secured LTE-A 150,000 users. LGU has launched its LTE-A service on 18 July. Both operators Continue reading South Korea Mobile Data Usage Doubles, 4G LTE Data Usage Quadruples in a Year