4G LTE Broadband

How Kyocera benefits from wireless LTE Revolution ?

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According to Qualcomm, 4G LTE enabled mobile devices will need to support cellular radio frequency band fragmentation with 40 cellular radio bands worldwide. We think that the multi-band trend will continue or even accelerate going forward. Kyocera has top market share in ceramic packages for SAW filters and duplexers which will proportionally increase when the … Read more

LG Uplus LTE Market leader in Korea

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Following a series of unilateral approaches by LGU in the LTE market (i.e., early LTE network rollout and more aggressive voice tariff plans) and its superior subscriber net adds during the suspension period, it is becoming more clear that the LTE market is growing on the side of LGU—this is being played out at the expense of telecoms sector’s profitability.

Until the LTE market share hits a mature stage which we expect to be happen in mid-2H13, we believe Korean telcos will continue to play a tug of war that increases the vulnerability of 2013 earnings.

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How is 4G LTE Different from GSM ?

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We’d like to draw parallels and compare and show to readers How 4G LTE is Different from GSM. The underlying multiplexing schemes in both 2G (GSM) and LTE appear similar: in both cases, multiple users are handled by ensuring that no two users send messages on the same frequency bucket at the same time (i.e., both technologies use a combination of frequency division and time division).

However, GSM is quite rigid in its resource allocation: a user is assigned one frequency bucket at the start of the session and he gets to send messages within that frequency bucket once in every eight time slots. Further, the allocation is frozen at the beginning of the session and remains fixed throughout the session.

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Will Reliance Jio Infocomm & RCom – Ambani Brothers Manipulate Policy for Larger Telecom MarketShare ?

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Reliance Jio Infocomm a 95% subsidiary of Reliance Industries Ltd controlled by Mukesh Ambani and Reliance Communications controlled by Anil Ambani have joined hands at the beginning of FY 2014. Anil is meeting Mukesh every fortnight to discuss co-operation in business. Ambani’s have manipulated Government policies to suit their needs and what are the chances that they may do it again ?

The following chart shows the Spectrum Spread of Reliance in GSM / CDMA / 3G and 4G LTE Bands

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Reliance Jio Infocomm + RCom Network = Easy Time to Market

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Reliance Jio Infocomm announced on April 2, 2013 a telecom infra sharing deal for its telecom venture with Reliance Communications (RCom) of Anil Ambani Group. The deal entails payment of Rs12bn by RJI as indefeasible right to use (IRU) fees for lifetime usage of 120,000 kms of nationwide inter-city optic fibre network owned by RCom. It also gives RCom reciprocal access to RIL’s future fibre network.

It gives some visibility on Reliance Jio’s 4G LTE telecom venture,

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Reliance Jio Infocomm – Data Only Strategy Reaches Small Market Segment

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If Reliance Jio Infocomm launches with a data-only dongle priced at ~Rs5,000 (US$91), it could target the high-end subscribers who currently contribute 5% of industry revenues (and hope to win only the data spend of these customers). The total addressable market for RIL Infotel is restricted to ~US$750 mn upon launch share) not big enough to build a business case considering the US$2.5 bn paid for spectrum by the company in 2010.

Addressable market with a data + voice handset strategy
However, by launching a handset [LTE Capable with CSFB] priced at Rs7,500 (US$136), the addressable market upon launch becomes the subscribers who account for 20% of industry revenues worth US$8 bn (and the company has a chance at capturing the entire spend of these customers, including voice). This compares with ~US$4 bn the company may have to spend on 2G and LTE spectrum

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Whats Stopping Reliance Jio Infocomm from Nationwide 4G LTE Launch ?

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It is widely believed that Reliance Jio Infocomm will do to data what Reliance Infocomm did to voice a decade ago – democratise the product by taking the price points low enough to have mass appeal. The strategy we have outlined above is seemingly elitist, in that the focus is not on the bottom of the affordability ladder but on the top end.

Apart from the absence of a Robust Network combined with Mukesh Ambani’s ego problems to strike a Passive Infrastructure Sharing Deal with Reliance Communications, we believe that the key hindrance for Reliance Jio Infocomm to launch a truly mass-market strategy is the weak device ecosystem and hence high prices. In voice, the company tried to resolve the problem by offering upfront cash subsidy on device costs. However, we believe

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Reliance Jio Infocomm Tower Sharing with RCom – Positive for RCom

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Reliance Communications has acknowledged that it is in talks with Reliance Jio Infocomm to rent or lease towers from RCOM for the latter’s rollout of its 4G TD-LTE network. RCOM has a portfolio of around 55,000 towers with no external tenancy. It will be an impossible task for Reliance Jio Infocomm to rollout a Nationwide … Read more

3G and 4G proliferation to Drive tenancies and number of towers

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The telecom operators have paid large-sums for acquiring 3G and BWA licenses. We believe they will focus on rolling out 3G / BWA services relatively quickly to start getting returns on their investments. Currently, operators are installing 3G/BWA equipments on their current tenancies, which is called loading. Operators have to pay an amount over and above the standard rates to install these equipments. Loading is likely to be the near-term revenue growth driver for tower companies as 2G-ready sites get upgraded to make them 3G/4G-ready.

However, loading alone would not help to roll out seamless coverage since 3G and 4G spectrum is relatively inferior at 2100 MHz and 2300 MHz. To roll out coverage for these services, telecom operators

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Samsung Galaxy S IV 4 to Support Reliance JIo 4G LTE + Airtel 4G LTE

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The newly Launched Samsung Galaxy S 4 will support Reliance Jio Infocomm 4G LTE as well as Airtel 4G LTE. Galaxy S4 carries a 5” FHD OLED screen at 441 ppi and weights 130g with 7.9 mm thickness. Its cameras have 13MP on the back with 2MP for front, and both AP and mDRAM are … Read more