Airtel, Vodafone and Idea [A-Vo-Id Operators] have come up with a very clever strategy to counter Reliance Jio Infocomm’s Mobile Data revolution. A-Vo-Id lobby will split the Indian Telecommunications services market based on Voice Vs 3G/4G Mobile Data. Justifying their stand, they put up an argument that 2G phones still dominate. Of the approximately 1 billion connections, there are 750m/200m/50m 2G/3G/4G handsets. [We estimate there are 65 Mn 4G handsets expected to reach 100 Mn by end of 2016] The 4G market will move to bundled plans whereas 2G/3G will remain unbundled.
Annual subscriber additions in India is about 75 Mn. A-Vo-Id lobby further assumes Continue reading Airtel, Vodafone, Idea to divide market into Voice vs Mobile Data to counter Jio