Even though the Indian eco-system is lagging to take forward the Telecom reforms, the rest of the world has moved away from 3G and LTE towards LTE-Advanced. The network competition has now shifted to high-speed LTE from LTE. There are two types of high-speed LTE, which are LTE-A and Broadband LTE.
So what exactly is the Difference between LTE-A and Broadband LTE when it comes to the Network part of the discussion. Basically, LTE speed increases in line with the width of the LTE spectrum bandwidth. Continue reading What is the difference between LTE-A and Broadband LTE?
MTS Sistema India, with 11mn wireless subscribers in India, is down to operations in 9 circles now, but is still sounding upbeat on exploiting its data capabilities (LTE outlook) and focusing more on tier 2/3 cities. These 9 circles represent 75% of their existing revenues and around 60% total market coverage.
MTS Sistema India in a Conference Call said that it is well positioned to grow LTE on 800MHz given regional developments on this band and also now that the spectrum is considered “technology neutral“, allowing it to offer LTE eventually all operators could benefit upon license renewals. As seen in most other countries, the 4G / LTE spectrum is expensive and here in India, theoretically, operators can now get 4G at lower prices, which could be very compelling given the data growth expectations. Continue reading MTS MBlaze to Deploy 4G LTE Network in 800MHz Band – Upbeat about Data in India
Data from Global Mobile Suppliers Association (GSA) suggests that one third of today’s 96 commercial LTE operators have deployed 4G / LTE using the 1800MHz spectrum in their networks. The benefits are many, as the coverage area is 1.5x – 2x compared with deploying the 2.6 GHz band and there is a possibility of re-using network assets – antenna cables of GSM1800 or WCDMA HSPA 2100.
The Following chart Shows the Advantages of 1800MHz LTE Continue reading 1800MHz Band Matured for 4G / LTE – Will Idea & Vodafone Bid ?
One of the surprise bidders at this exuberant price of Spectrum is Videocon Telecommunications. Videocon on its website lists as a $5Bn conglomerate but if you see the market capitalization of its flagship Videocon Industries, it is mere $1Bn and add another $1Bn for its unlisted energy ventures, that’s it. Everybody in the market knows which Politicians of Maharashtra have backed this company for vested interests 😉
So the question remains, on whose behalf is Videocon bidding ? In my opinion it is none other than Reliance Industries Ltd headed by Mukesh Ambani. Reliance Infotel Broadband already has 4G / LTE Spectrum in 2300 MHz band for Data Services. However, 4G / LTE Data only service [VoLTE] is atleast 3 years away in India to be a mass market. Thus, Mukesh Ambani has no choice but to offer complete bouquet of Wireless Services including Voice. Another strong reason to believe that Mukesh Ambani is backing Videocon is due to the fact that it has shown fresh interest in 800MHz band which is likely to be used for Data Services complementing 2300MHz LTE Spectrum. Continue reading Is Mukesh Ambani Backing Videocon Telecom for Spectrum Auction Using our Bottom 16 Bid Strategy ?
Bharti Airtel, India’s largest Telecom Company has come a long way from being a 2G Voice operator in Delhi circle by acquiring license exactly 20 years ago to launching of 4G LTE Broadband Data Services in Kolkata a week ago.
For curiosity, I happened to compare the 4G LTE Pricing of Top 4G LTE Operators Globally and Airtel is the Cheapest when it is compared on Price / MB Scale, even though it pinches our pocket in INR Terms and not to forget the $160 Dongle 🙁
The following Chart Shows the Comparison of Pricing of 4G LTE Broadband Services for various Data Usage Plans Globally. Continue reading Airtel 4G LTE Broadband – Cheapest Plans Globally
Before I write about the M&A in Indian Telecom, I’d like to write a little more on the evolution of Wireless Data / Broadband services.
Investment Bankers and Strategists at Telecommunication companies are pitching that Data as the next Big driver for the sector, especially with the advent of cheaper access devices. Let us study the Rise of Data as Percentage of Revenues for Telcos in Asia Pacific – Singapore, Hong Kong, Japan, Korea, Taiwan, China and Malaysia. All these markets are ahead of India in the Telecom revolution and thus they have a lesson which Reliance / Mukesh Ambani and others can peruse through to learn from. Continue reading Wireless Data / Broadband – Percentage of Total Revenues + Risk = Caution to Reliance