How Reliance Communications Can Deploy 4G LTE on CDMA Spectrum ?

Reliance communications 4G LTEForget the Hype Regarding Reliance Jio Infocomm 4G LTE as the spectrum the latter has is not as efficient compared to what Reliance Communications [RCom] has. RCOM already has 800, 1800 and 2100 in various circles. RCom’s 5MHz in 800 Band is contiguous in most key circles including Delhi and Mumbai and with steady progress of the 800 LTE ecosystem globally (such as South Korea). RCom is already using this spectrum to offer EVDO Wireless Broadband which has been contributing significantly to its bottom line. Reliance Jio Infocomm could fall back upon RCom to offer LTE provided regulations permit Spectrum Sharing.

Successful Deployment of 800 MHz Spectrum Band for 4G LTE
The Korean telcos use 850MHz (Band 5) for LTE. Uplink frequency is 824-849MHz and downlink

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Will Reliance Jio Infocomm have its way in Spectrum Usage Charges ?

Reliance Jio Infocomm SpectrumThe Telecom Commission recently deferred decision on Spectrum Usage Charges. TRAI had proposed a 3% overall SUC. Reliance Jio Infocomm aim (for the present) is to roll out a BWA 4G LTE service on its 2300MHz network. This spectrum (1x20MHz) was won in the 2010 auctions in which the conditions included 1% SUC on Adjusted Gross Revenue (AGR) from this spectrum. If TRAI’s recommendation of 3% flat SUC for all types of spectrum is accepted, RIL’s SUC would go up by 200bps.

Crucially, for ISPs, voice services into a PSTN network in India

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Why Reliance Jio Infocomm may Takeover / Merge with Reliance Communications ?

Reliance Jio Infocomm Office65% Anil Ambani owned and Managed Reliance Communications is under Deep Trouble with debt levels continuing to be high (net debt to EBITDA of more than 5x) despite consistent free cash flow generation. The management has not shared any insights on asset monetization in the pipeline to reduce leverage. RCom has signed Tower Sharing and Inter-City Optical Network Sharing Deal with Reliance Jio Infocomm. In this backdrop, we analyze how Reliance Jio Infocomm will eventually takeover Reliance Communications.

In the Recent Past, RCom’s capex is a fraction of

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SK Telecom Battles KT on 4G-LTE Services for “The Best” in the World

SK Telecom Battles for KT on 4G-LTE Services SK Telecom The most Advanced LTE Broadband Service Provider in the World Spoke to us and here is an excerpt from the interaction directly with the management of the SK Telecom.

What are your capex spending plans for Broadband LTE?
We have already been investing in the 1.8GHz bandwidth since 2012. So we will try to meet our annual capex guidance announced at the beginning of the year. However, since we have acquired this very competitive bandwidth, there may be
some need to pre-emptively invest in this bandwidth.

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Will DoT’s M&A Rules Scripted to Favor Reliance Jio Infocomm & Reliance Communications ?

Reliance Jio Merger Reliance CommunicationsDespite the Massive $20 Bn Dollar Corruption Scam in the Ministry of Communication and the Department of Telecom, things haven’t changed much as the same old dirty law makers and bureaucrats occupy the seats of power. This time around they are framing the rules for Mergers & Acquisitions in the Telecom Space which are likely to be influenced by India’s Richest Billionaire and Insider Trader, Mukesh Ambani.

Insiders from the DoT has sent feelers that the M&A Policies will be scripted to favor the smooth amalgamation of Reliance Jio Infocomm and Reliance Communications. We expect Reliance Jio to use the spectrum sharing rules

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Who will Benefit from the Largest Global 4G / LTE Deployment in China?

China Mobile Market - Network GearUnlike in India where Reforms are driven solely by Agenda Driven Politics with Motive of Heavy Corruption, China has created a niche market for itself. They have created a eco-system of Network Gear Manufacturers which include top brand names such as ZTE, Huawei and China Communication Services. Over the next 12 months the Big 3 Operators China Mobile, Unicom and Telcom will start 4G/LTE capex cycle which would negatively impact their near-term earnings and could drive vendors’ re-rating on faster earnings growth. Long term, LTE could save data costs of Chinese telcos and drive data usage.

Chinese telcos will increase by 7% in 2013 and 4% in 2014, driven by LTE and transmission network capex. We expect total LTE capex to almost double in 2014 and

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4G LTE Full deployment Vs Hot-zone deployment – Aircel, Tikona

4G LTE Deployments in IndiaSo Far Airtel is the only operator which has launched 4G-LTE Data Services in India. Tikona and Aircel are in a dilemma on what approach they want to take for their 4G LTE Deployments. Here are the two options before the operator – either full deployment or hot-zone deployment. Full deployment means availability of 4G network over the entire city/town whereas hot zone deployment could be done by providing a 4G network in key zones of a city. Operators would have to choose the trade off between higher capex and shorter reach, based on

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Reliance Jio Infocomm Likely to Bid in upcoming 1800Mhz Spectrum Auction

Reliance jIo Bid in AuctionReliance Jio Infocomm has objected to the telecom regulator’s recent recommendation of an uniform spectrum usage charge of 3% of revenues after 1st April 2014, for all spectrum acquired through an auction. Reliance Jio is the telecom venture of Reliance Industries. It acquired 20Mhz pan-India spectrum in 2.3GHz band through an auction in June 2010 at a price of Rs128bn. The spectrum carries a charge of 1%.

Reliance Jio had acquired

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SK Telecom Offers More Data on 3G /4G LTE Plans with Family Bundle

SK Telecom 4G LTEWorld’s leading 4G LTE Broadband Operator, SK Telecom just a while ago announced new data promotions to its existing 3G-4G users on low data plans. This would impact 4.1 mn of its 3G/4G subscribers and 5 mn handsets on family bundled plans. These would account for 23- 29% of its 3G/4G subscribers. Other offerings introduced include data discounts to late night users, unlimited data gifts/VOD contents sharing among family members, and new low 3G/LTE price plan of W19,000 as the company seeks to retain its existing low ARPU customers and entice them to start spending

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