4G LTE Broadband

What is the Business Case for Reliance Jio to bundle Cable TV ?

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Jio Cable TV BroadbandThe aim of Reliance Jio is to provide not just broadband but other value-added services like cable TV via this highspeed, high-capacity channel. Leverages the massive infrastructure built for the telecom business. Jio has already laid out 250,000 kms of optical fibre across the country to provide high-speed broadband access. However, broadband can only use a small fraction of this capacity. Bandwidth-heavy multi-stream multimedia content is the best way to utilize the available capacity of this resource, which is a sunk cost.

Today the ARPUs for high-speed wired broadband being

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Reliance Jio Enters Beta Testing – Jio Money Launched

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Jio-MoneyReliance Jio Infocomm mentioned that network rollout has been substantially completed across India. It has employed a large number of testers across the country. The beta program is to be ramped up in the next few weeks. Jio will be a pure 4G-LTE player with day-1 capacity to support 200mn subscribers; 85% coverage likely vs mandatory 80%.

Jio has demonstrated pan-India Lawful Intercept and Monitoring (LIM) facilities for LTE data and voice video & messaging, plus ILD services, to the Department of Telecommunications (DoT). It has completed the acceptance testing of its network in all circles with

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Can Reliance Jio 4G-LTE Pricing be Irrational to Disrupt Market ?

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Billions of dollars of capital already employed with another few perhaps waiting in the wings to be deployed in the upcoming mega battle for market share—is there even an argument that Reliance Jio Infocomm would not destroy any sense of sanity and value-creation possibility in the Indian telecom industry ?

We believe there is more than an argument, if one were to (rationally) assume that R-Jio intends to have a business case at some point with that ‘some point’ being within a reasonable timeframe. One needs to appreciate that wireless business cases in India to be viewed as a series of 20-year projects given the naked reality of large spectrum renewal. Our expectation of ‘P&L rationality’ from R-Jio ironically flows from the very fact that it has deployed billions of dollars in the business. Large balance sheets need large P&Ls to support a business case and large P&Ls need a certain (large) market size

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Who will Buy RCom – MTS Sistema’s 800Mhz LTE Spectrum ?

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800MHz LTE SpectrumReliance Communication’s 850 Mhz spectrum can allow 4G LTE entrants to have 10MHz in the attractive 850 spectrum band, allowing them to have both capacity and coverage, which incumbents may find tough to replicate in a few markets However benefits for 4G entrants will be short term, unless they renew these radio waves as and when they are put to auction. Separately, if the pending RCOM-SSTL merger is approved, 4G new entrants can access an additional 5MHz of spectrum in 850 in eight additional markets, and this could be used for coverage.

RCOM is using the 850 spectrum band today for voice and data cards, and once the spectrum is deployed for

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Idea + Vodafone Prepare for 4G LTE Launch; SmartPhone Sales Rise

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Vodafone 4G LTE LaunchPost Airtel’s 4G launch we expect both Idea and Vodafone to commercially launch 4G in select urban cities, mainly from a branding/creating consumer perception perspective. The top 3 telcos are looking to offer 4G to prevent their subscribers from being poached by Jio, which will launch as a 4G-only telco. In our view, both Vodafone and Idea will launch 4G only in select cities (rather than entire states) where they are seeing material data uptake and an increase in improvement of 4G smartphones. Given declining 4G smartphone prices and considering that 4G data tariffs could be cheaper/at par with 3G, we believe that 4G uptake may positively surprise despite a smaller rollout.

Airtel launched its 4G because

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Why LTE – Voice Fallback Crucial for Reliance Jio ?

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Few countries offer both TD and FDD simultaneously – US and Sweden are the two markets. LTE ecosystem is well developed across multiple bands ranging from 800/900/1800/1900/2100/2500/2600MHz. In fact, 2300MHz doesn’t appear to be a very popular band amongst the sample set of 18 countries.

LTE was launched on an average seven years after 3G launch and when data contribution to revenue averaged ~27%. Assuming Reliance Jio’s launch by end of CY15, the data contribution in India would be ~20%. While it may seem slightly early, we believe the key is the development of the right

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Reliance Jio Testing Enters 2nd Phase, Massive Beta Launch Soon

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Reliance Jio 4G to Impact 3G in IndiaReliance Jio Infocomm is conducting pre-launch testing of the telecom network. A beta program is to be initiated in a few weeks to test the network and upgrade it for commercial launch of operations. Jio has demonstrated pan-India Lawful Intercept and Monitoring (LIM) facilities for LTE Services to the DoT. It has also participated in the acceptance testing of its network with DoT for intra-and inter-circle MNP. Jio has completed interconnect with all operators across circles. Jio says it has faced no issues in the interconnect of VoLTE calls with 2G/3G networks.

Jio services will include voice, high-speed

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5G Mobile Vision- MWC Shanghai

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MWC China -5G TechnologyAt MWC Shanghai, 5G mobile was a major topic as it serves as the underlying enabler for more bandwidth, IoT, and new applications across industry verticals. Major industry participants, including Huawei, LG Uplus, Government of Australia, and Nokia, all presented their views for 5G mobile services. Many presentations, rather than focusing on the technology itself, centred on the potential value 5G could bring to consumers.

The value of 5G mobile is not confined

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Idea Cellular Accelerates 4G LTE & Focus on IoT

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Idea 4G LTE iOtIdea Cellular management was cautious about LTE initially. But a significant and unexpected acceleration in 4G device ecosystem in the past 18 months, increased affordability of LTE handsets and reduction in LTE equipment prices warranted up-fronting of 4G launch to 2016. Initially the launch will be in four circles, including Karnataka and TN where Idea has no 3G, as well as places with high 3G demand. Idea expects LTE to add

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4G LTE Progress – Reliance Jio vs Airtel

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Airtel 4GIndia’s leading Integrated Telco, Airtel is doing the right thing by launching services before competition kicks in and trying to get users on its 4G network to maintain market share. However, Reliance Jio’s entry will increase the competitive intensity, putting pressure on data tariffs.

Reliance Jio Infocomm commercial launch will be around December 2015 as we had predicted, covering 80% of India’s population. Offerings will include voice, high-speed broadband, digital commerce, media and payment services. Over the last few months, Airtel has been ramping up

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