The State Council announced several measures to encourage the growth of China’s IT-related sectors. First of all, a Broadband China strategy will be introduced to accelerate the construction of the country’s telco infrastructure. The government will promote further its fiber-to-the-home (FTTH) scheme to enable broader access to higher internet speeds. The operators are moreover tasked to further expand the coverage of 3G networks, while the regulator will strive to approve 4G licenses by 2013-end. We expect these measures to improve the demand outlook
DSL / Cable Broadband
Broadband / Mobile Internet in India @ Tipping Point – Big Take Off
India’s internet story is at a tipping point, underpinned by favourable demographics, expanding access to high-speed wireless networks, cheaper broadband connections, and a proliferation of cheaper devices. By 2015, we estimate India’s internet user base to rise to 300m, almost 3x the current base. Large, single-ticket deal sizes of private equity and venture capital funds indicate that well positioned companies are set for rapid growth.
A number of enabling factors for driving up India’s internet penetration are now in place. Affordability has increased due to lower access charges
MTNL Mumbai – Triband VDSL Speed Reaches 10 Mbps
State Owned, Loss Making Telco serving the metros of Mumbai and Delhi has launched Triband – VDSL Broadband with download speed reaching 10 Mbps and upload speed capped at 5 Mbps. However, Triband VDSL is available for customers who are in the 2 Km vicinity of the Exchange or the DSLAM Equipment. As the Customers … Read more
Broadband Subscribers Reach 15.05 Mn + Wireless 867.80 Mn
Broadband Subscribers in India reached 15.05 mn at the end of March-31-2013, as per the Data Released by Govt of India. State owned BSNL & MTNL together control over 65% of the DSL broadband Market in India. The Top five Broadband Service Providers in terms of market share (based on subscriber base) are: BSNL DataOne … Read more
CJ Hellovision – MVNO Operator in Korea
CJ Hellovision, the largest Mobile Virtual Network Operator (MVNO) in Korea (launched early 2012), with 330,000 subscribers. MVNO is not the core growth strategy, but rather a bundled offering of Quadruple Play Service. It offers a valuable bundle to its QPS of cable TV, broadband, VoIP, and now wireless.
CJH believes that growth of MVNO depends primarily on operators’ support (KT Corp) for lower wholesale rates than government determined rates. CJH has no eventual plan to convert to an MNO business. In Korea, the government sets the wholesale rates.
Examples of ISP Charging for OTT Traffic
Google is paying France Telecom to carry its search traffic in France. But we think Google is paying for a differentiated service where its search traffic can get better network treatment. Google may also be paying Airtel in India for easy access of YouTube to Airtel Users. Korea Communication Commission has allowed three mobile operators … Read more
Airtel 40 Mbps VDSL Broadband in Hyderabad
Looks like Hyderabad is the city leading the internet revolution in India. Idea Cellular has introduced WiFi Broadband in Hyderabad at a differential tariff compared to rest of India. And now Airtel has launched 40 Mbps DSL broadband at unbelievable prices. In line with their data usage and requirements, Airtel customers can now choose from … Read more