Reliance Jio’s launch will accelerate consolidation leading smaller telcos to exit market overtime. Currently the top 3 telcos have 70% of total market share with remaining 8-9 telcos sharing the remaining 30% market share. The key value proportion of smaller telcos to consumers has been cheaper offerings than larger telcosContinue Reading
Few Days ago, when I wrote about 80% of Indian Mobile Telephony being supported by Microwave backhaul and just 20% of Optical Fiber backhaul, I had told will come back with the deployments of microwave elements in Indian Sky.Continue Reading
The Entry Level SmartPhone / Feature Mobile Phone [Sub $200] market will be under the control of WhiteBox Phone Manufacturers in 2013. The Mid and High end SmartPhone market belonged to Brands such as Samsung, Apple, HTC etc. However, the equation is likely to change as we have already seenContinue Reading
In the Rich Feature Phone Market, most of the Chinese / Taiwanese brands are profitable (razor thin margin). Despite higher ASP driven by smartphone, the vast majority of these brands could actually be loss making. In my view, these brands are making even poorer profitability on smartphone than on featureContinue Reading
Telecommunications Industry by design is a capital intensive business and with rising Spectrum Prices, the CAPEX is still higher. World over the Telecom industry operates in Lobby or in an oligarchic setup and is no different in India. One thing is certain, everybody from the GSM incumbents to potential entrantsContinue Reading
© 2007-2022