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 onContinue Reading
New Entrant Challenger, Uninor, a subsidiary of Telenor had declined to throw its hat in the 3G data war and wanst to focus on the Plain Vanilla Voice market in 6 circles where it has won licenses. Uninor Management believes the 3G ecosystem is not adequately evolved to invest inContinue Reading
ERICSSON ConsumerLab conducted a survey in the age group of 15-50 years interviewing 4000 people across 16 Cities in India. Face to face interviews were also carried out with 200 customer care agents manning call centers for mobile operators across 8 Indian cities. They’ve also mined Twitter, Facebook, Blogs andContinue Reading
Even though the position of the incumbents is that auctioning 900MHz is illegal, TRAI’s proposed base price cuts make it reasonably priced. In Delhi, Airtel and Vodafone are very dominant (35% and 28% Revenue Market Share). They would place a much higher value on 900MHz retention than a challenger likeContinue Reading
We’ve seen that just 35% of the Towers are 3G Lighted implying slow deployment of 3G data Services even 3 years after the auction. From a demand perspective, we believe that the challenge from a 12-15 month perspective is increasing 3G penetration. Even though it is a daunting task, theContinue Reading
Three years after the auction of 3G Spectrum in India, popular Telecom enthusiasts perception is that 3G in India so far has been a failure, with 3G data revenues accounting for less than 3% of mobile operators’ revenues. While 3G data revenue uptick is one of the most important endContinue Reading
According to data from “The MobileStore” a leading Mobile Handset retailer in India, with a presence across 100 cities through 800 stores, suggests that decline in 3G smartphone prices and data usage evolving beyond social media are helping accelerate smartphone adoption (~10% of handset volumes). Current 3G smartphone volumes areContinue Reading
In a country like India where illiterate and Corrupt Bureaucrats without domain knowledge and vision of the Telecommunications industry are the ones deciding allocation of the precious Spectrum, it is the Telecom Operators who have to find ways and means to maintain the QoS to retain customers. In heavily concentrated[HighContinue Reading
Without any doubt, almost every Analyst has the same view on the Indian Telecommunications sector dominated by 2G Voice that has seen stability and improvement on many fronts, but there is much more divergence on what could happen “later” on voice competition, data, capex and regulations. Everybody is comfortable withContinue Reading
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