A key question I’m always asked is whether Airtel should have launched 4G even before to give it more time. The strategy behind Airtel’s 4G LTE launch was to pre-empt Reliance Jio. It launched commercial 4G operations in August-15 across 296 towns. Airtel has subsequently increased its footprint (is an ongoing process). The launch has been backed by heavy marketing to educate Continue reading Did Airtel, Vodafone, Idea Undermine 4G-LTE Which Reliance Jio embraced ?
Vodafone believes 2G, 3G and 4G will co-exist in India for years to come and believes multiple networks can help address the needs of all strata of customers and is cost efficient. Management highlighted past failure of a 3G-only network. Vodafone is increasing its own 3G network footprint from nine circles to 16, reducing the dependence on roaming, which will help improve quality and lower costs. Vodafone is also working aggressively to launch LTE in five key markets that account for 40-50% of its data revenue by March 2016. [We think this is a bit laid-back Continue reading 2G, 3G & 4G Will Co-Exist in India – Vodafone
Idea Cellular management hosted a conference call today to provide update on data business and 4G in particular. As part of data network expansion [3G + 4G], Idea will deploy 30-35K BTS in FY16 against our forecast of 20K BTS. This should impact capex forecasts favorably, and sure enough, management indicated annual capex is unlikely to increase further from FY16 level. We highlight that by adding 30-35K BTS, Idea is more than doubling its mobile data capacity[3G + 4G] in FY16, as the total number of 3G BTS was 30.3K as of Mar-15.
All new BTSs are based on S-RAN technology, Continue reading Idea Cellular to Double Mobile Data Capacity, 4G-LTE Launch in Q1-2016
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” Telecom Circles of India. Continue reading LTE-A MultiBand Spectrum Holding – Airtel Reliance Jio Best Positioned for Carrier Aggregation
We wanted to Analyze which Technology in Mobile Internet / Data will dominate in India – 3G vs 4G ? The backdrop for this question is the aspirations and affordability of masses in India as we read YoY that Maruti Alto, which is an 800 CC car is still the largest selling car despite several competitive hatchbacks competing in the market. Continue reading Which Mobile Data / Internet Tech will Dominate in India – 3G or 4G ?
LTE subscribers formed 4% of global wireless subs and 12% of mobile broadband (3G or LTE) subs globally at end of Mar 2014. At the end of Mar 2014, 74% of LTE subs were in three markets (US, Japan and South Korea). Each of these three markets ranks high on overall wireless broadband penetration (defined as % of 3G/LTE subs as % of total wireless subs) – US at 91%, Japan at 100% and South Korea at 95%. In other words, these countries had a very sizable 3G subs base to be tapped into as potential LTE customers. Continue reading How does India compare with Rest of World in Mobile Broadband Adoption ?