4G LTE Broadband

China Mobile Invites Suppliers for $4Bn 4G-LTE Network Gear

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China Mobile 4G TenderAccording to a purchase announcement released on China Mobile’s website on 21 June, China Mobile had officially started its 4G-LTE base station bidding process, including 207k base stations and 550k carrier sectors. Bids must be submitted by 15 July, and results will be announced in August. We expect the bidding process will shed-light on the price for different types of base stations (upgrade vs. New and 1.9GHz vs. 2.6GHz). Given the tight schedule to finish the deployment within 2013, we also expect the majority of the deployment will be upgrades, which will mainly benefit local equipment suppliers.

The bidding amount could be as high as CNY25bn (~USD4bn), making it the largest telecom equipment bid in China this year.

A host of major telecom equipment vendors,

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South Korea Achieves Full Nationwide 4G LTE Coverage

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SK Telecom 4G LTEKorean telcos showed disappointing performance in 2012 due to the heated LTE marketing competition during that period. With all three telcos equipped with nation-wide or near nation-wide LTE networks, the telcos engaged themselves in heated marketing competition to attract more LTE subscribers. As a result, the telcos managed to increase the LTE subscriber portion of their subscribers and finally posted ARPU turnaround, but overall reported weak earnings in 2012.

At this point, we believe

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Is Reliance Jio Infocomm Rolling Out FTTH Broadband Network along with 4G/ LTE ?

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Reliance Jio Infocomm will launch 4G / LTE Services by the end of this year, at least in Delhi NCR and Mumbai region. According to Analysts in the Research community, their is a buzz that Reliance Jio Infocomm will launch FTTx [Home / Enterprise]

G V Giri @ IIFLCap said,

RIL may also use FTTX (Fibre to the x) to service the home and enterprise broadband market, chiefly the former. It may bundle broadband services of various hues above in a single offering

Goldman Sachs Report said,

RIL’s focus is on offering high speed services and considering that TDLTE ecosystem is at a nascent stage, we believe the company will focus more on fiber based fixed-line services and nomadic LTE (in limited areas) in the near term

Other Device & Services  that Reliance Jio will launch along with 4G LTE Launch is as follows,

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Reliance Jio Infocomm & Reliance Communications enter $2.5 Bn Tower Sharing Agreement

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Reliance Jio Infocomm Ltd and Reliance Communications Ltd. today announced the signing of a definitive agreement worth over $2.5 Bn over the Lifetime of the agreement. RCom will offer its 45,000 Towers to Reliance Jio Infocomm to roll-out its 4G LTE Network. In our Previous Article we had raised the issue of Suitability of Reliance … Read more

RCom’s Tower Assets for Reliance Jio Infocomm – Not Suitable

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Reliance Communications co-operation with Reliance Jio Infocomm is expected to be extended to tower assets and intra-city fibre assets as well. We raised some Key Questions with the managements of both the companies which have went un-answered. 1. Quantum of towers which will come up for monetization over next 2 years- We are of the … Read more

Chinese Government Push for both TD/FD LTE

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Unlike the Government of India with its flip flop policies and High Corruption, China will embrace both the TD-LTE and FD-LTE. China Mobile is promoting a 5-mode TD-LTE smartphone that includes WCDMA and not CDMA. China Mobile will introduce Jego (a Skype-like service), which targets overseas Chinese China Unicom and China Telecom still look for … Read more

Reliance Jio SmartPhone Tablets to be Launched with 4G Broadband

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Reliance Jio Infocomm’s Tarun Jhunjhunwala, Business Head East Indian Operations has said, We have plans to provide 4G services at affordable rates. Talks are on with device manufacturers for dongles, tablets and smartphones Reliance Jio is planning akin to something in the US market where the Hardware is Subsidized upon subscription to Data / Voice … Read more

Reliance Jio Infocomm & Reliance Communications Intra-City Fiber Deal Likely at 4000 Cr

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Currently 40% of Reliance Communications tower assets are supported with fibre backhaul and the remaining 60% is on Microwave backhaul as described here. We believe that Reliance Jio Infocomm 4G launch will allow Reliance communications to monetize intra-city fibre given Reliance Jio’s likely focus on data market.

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4G LTE to Account for Over $1 trillion in Revenues over 5 Years

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According to Juniper Research, 4G LTE mobile broadband service revenues over the next five years will account for over $1 trillion, representing approximately 17% of the cumulative operator billed service revenue from all mobile services. Nitin Bhas in the Report says, Along with the 4G network roll-out, the 4G/Wi-Fi combination will continue to provide a … Read more

Reliance Jio Advances Launch of 4G LTE With Airtel Deal

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Reliance Jio Infocomm has entered into an agreement with Bharti Airtel under which the latter will provide a dedicated capacity to RIL’s telecom arm on its i2i submarine cable linking India and Singapore. This deal along with the infra-sharing deal with RCom announced earlier this month provides RIL with access to significant infrastructure, both at … Read more