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 placed – it has the highest spectrum quantity (excluding the state-owned operators) at 16% of the total spectrum, quality (33% of 900MHz) and highest percentage of revenue covered for 3G and LTE. Continue reading Why Spectrum is King Maker for NextGen Telecom Services ?
Anil Ambani managed Reliance Communications’ 900MHz GSM spectrum in seven circles (Assam, Bihar, HP, MP, North East, Odisha and West Bengal) expires in Dec 2015; RCom would need to renew its current spectrum holdings in these circles in an Auction sometime between now and Dec 2015. RCom holds 6.2 MHz of 900 band spectrum in five of these seven circles and 4.4 MHz in this band in the other two; it also holds 1.8 MHz of 1800 band spectrum in three of the seven circles. Continue reading 900MHz Spectrum Renewal for RCom – Incumbents to Bid in Auction
In the next couple of years, the Government of India must conduct as many as three auctions to ensure smooth functioning of the beleaguered Indian Telecommunications sector. 900 MHz spectrum relating to renewals in 2015 and 2016 in 18 circles along with the remaining 1800 MHz of spectrum. Fresh spectrum sale in 800 MHz as the TRAI has given its recommendations. And finally some fresh spectrum sale in 2100 MHz (for 3G).
The key event is the renewal auction. In the 900Mhz, Idea Cellular has nine of its most profitable circles coming up for auction while Airtel has six circles and Vodafone seven circles coming up for auctions.
The 2100 MHz band of spectrum globally Continue reading Spectrum Auction Pipeline and Mobile Operators Bid Strategy
The great Telecom Spectrum Auction in 1800Mhz and 900Mhz band which has given some clarity and stability to the Telecommunications sector on the policy front has met with mixed views amongst global institutional investors . Here are some views of the key analysts at various research entities,
Jefferries in a Report said,
the duration and aggression shown by operators has taken everyone by surprise. With clarity on prices and quantum of spectrum finally emerging, one can now Continue reading Views on 1800Mhz & 900Mhz Spectrum Sale – Operators Strategies for 3G vs 4G
Spectrum auctions in India continued to drift along the lines we have seen in the past few days. The blended prices of 900MHz now up 84% above reserve price levels. Pan-India 1800 prices have now moved up 22% above reserve price levels with excess demand continuing in a few circles. Continue reading Spectrum Auction – 900MHz up 84%, 1800MHz up 22%
In the Open House Discussion for the forthcoming 900MHz and 1800MHz bands auction to be held on 23rd January 2014, India’s largest Wireless Operator Airtel and Second Largest Operator Vodafone strongly objected to the current auction rules where DoT will treat Airtel and Vodafone as new operators in the renewal circles and the upcoming auction rules do not allow retention of the exact quantum of existing spectrum held as new operators can only bid in blocks of 5MHz. Continue reading Spectrum Auction 2014 – Airtel & Vodafone Resist Treating as New Operator – Flawed Rules