Month: June 2014

Can Reliance Jio Crack the Voice Market with 4G / VoLTE ?

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Indian Voice MarketIndian Telecommunications even today is 2G Voice dominated market with operators expanding footprint into rural areas to get the best they can from the infrastructure they have rolled out over decades. Even until last Quarter over 85% of Telcos’ Revenues were from Voice. In this backdrop, Mukesh Ambani managed Reliance Jio Infocomm, has no viable low-cost voice strategy, may struggle to get subscriber traction as a pure data approach has struggled globally. Reliance Jio is likely to target Tier 2 / 3 Cities for their 4G LTE Launch as it was easier for them to acquire Right of Way and light its Towers with virtually unlimited Optical Fiber Carrying Capacity.

We highlight that globally TD LTE is likely to be used for data offload in markets where both customer affordability and data usage are high, suggesting a mismatch

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How has Apple’s Platform Evolved + Matured over Decade ?

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Apple platform EvolutionThere appears to be a pervasive belief that The Next New Thing from Apple will have to be a hardware device that will change the story just as the iPod, iPhone and iPad did when they were launched, particularly since it is becoming more apparent that Apple’s hardware has become less differentiated relative to the competition. After all, the platform (iTunes content, apps, etc.) provides switching costs and without a robust source of switching costs, any new hardware category is unlikely to remain differentiated for long. Just as the iPod was unlikely to remain dominant without the iTunes music store, and the iPhone changed the mobile handset market by leveraging bite-sized apps, any new hardware category needs to leverage and enhance differentiated functionality on Apple’s platform.

Furthermore, with streaming music

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Reliance Jio Get Power of Media Properties after Network18 Buy-Out

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Reliance Jio Buys TV18 GroupReliance Industries announced on May 29 that its board has approved the acquisition of a controlling stake in Network 18 Media & Investments, including its 51% subsidiary TV18 Broadcast and associate company Infomedia Press; together the group owns internet properties, e-commerce businesses and broadcast content. The board has approved funding of up to Rs40bn for the acquisition. The deal, to be done through a wholly owned subsidiary of RIL.

With this deal, Reliance Jio moves closer to convergence of telecom, media and internet in its business model, giving

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3 Key e-Commerce eco-system enablers in India

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e-commerce ecosystem enablesIn a survey of around 25 industry participants such e-commerce companies operating in the fields of classifieds, online travel, e-tailing, mobile advertising, logistics, payment and data analytics, we found the Top 3 eco-system enabler for e-commerce to be grow leaps & bound in India as under.

Affordable mobile devices/tariffs
Declining smartphone prices, falling mobile data tariffs and improving 3G coverage will help accelerate the adoption of e-commerce in India. We expect the mobile opportunity in India to be bigger than fixed-line as many first time users of e-commerce will access the internet via a mobile device given the faster pace of smartphone penetration than PC penetration. As such, we expect

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