The GSM active subscriber base (excluding RCom & Tata GSM subs) has increased 5.9% from 603 mn in Dec-13 to 639 mn in Jul-14. India’s total active subscriber base (GSM & CDMA) has expanded from 762 mn subscribers to 797 mn in this period. We expect subscriber addition to moderate in the medium-to-longer term due to two reasons: 1) Indian telcos’ focus on “profitable” subs, and 2) incremental sub additions primarily accrue from rural areas, where growth will likely be slower. (more…)
In 2003, eBay acquired what was at the time one of the leading e-commerce sites in China – EachNet – for $150mn. And in 2004, the company began a more aggressive push into the local market. eBay signed exclusive advertising rights with major portals Sina, Sohu, and Netease and reportedly spent $100mn to build out its operations in China. But, by the end of 2006, due primarily to competition (including free listings and other promotions by a few competitors), the company folded the eBay EachNet operation into a joint venture with Tom Online. Since then,
Since then eBay has spoken very little with (more…)
If you have been following the Telecommunications industry for a decade or more you will likely remembers IMS (IP multimedia system) as the technology architecture developed by the leading circuit switch voice vendors (i.e., Lucent and Nortel) in the late 1990s as the technology that would save their declining voice businesses but they were far ahead of time.
This vision eventually came to fruition, but in a much smaller way in the long-distance network (4ESS) which was rebuilt using soft switches and media gateways to enable the use of (more…)
Xiaomi recently released MiTalk 2015, the new version of its IM app, MiTalk (or MiLiao in Chinese). MiTalk 2015 has incorporated Xiaomi Forum and an online shopping center, allowing “MiFen” (fans of Xiaomi) to interact with each other more easily, and purchase various Xiaomi products.
Xiaomi has in addition integrated Chinese music streaming service XiaMi Music, and Microsoft chatbot Xiaobing, by cooperating with these outside companies. MiTalk has also added a basic location-based service, allowing users to find (more…)
The greatest benefit of pushing voice over LTE [VoLTE] is the opportunity to increase capacity for faster 4G mobile data services by redeploying spectrum currently used for older 2G and 3G services. For example, we have learned that Voice over LTE or VoLTE is roughly 2-3 times more efficient than 3G voice services and 4-6 times more efficient than 2G voice services. VoLTE is very sensitive to cell hand-off for customers on the go. As such, carriers need to optimize and tighten their grid of cell sites to ensure a high quality voice experience, as a dropped data connection can lead to a dropped call. With data, connections can drop and become quickly reestablished, which is unlikely to be detected by the customer given the likelihood for (more…)