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Indian SmartPhone Market Dominated and Run on Android

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Android Dominates Indian SmartPhoneIndia is the world’s second-largest telecommunications market, with about one billion mobile subscribers. Handset shipments in India have been rising strongly, at a CAGR of 29% over the last year. India stood second in terms of total handset shipments, next only to China, in 2015.

India is also the largest feature-phone market in the world. Even though the market share of feature phones is declining, these low-cost phones still account for almost 55% of the overall mobile phone market. Out of the total smartphone market, 67% of devices shipped are priced under $200.

Smartphone shipment in India has been growing continuously and India is poised to surpass the United States to become the second largest smartphone market by 2018-19E. Currently India is the third largest smartphone market in the World. The biggest pie of the smartphone market lies

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Pokemon Go Rising Usage Costs YouTube / Twitter

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Pokemon-GoPokemon GO is taking the global app world by storm, and as of today remains the top ranked app by daily downloads in every major market in which it has been launched. This momentum coupled with the app’s strong user metrics, poses a serious risk to time spent in other apps.

According to Sensor Tower, the average U.S. iOS user is spending over 33 minutes playing Pokemon GO (PG) each day. This places PG

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How OTT Players Threaten YouTube’s Dominance in India ?

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OTT Apps India Threat YouTubeOTT Mobile Apps have been gaining ground for some niche offering. Unlike YouTube having most of its content unlicensed and pirated, OTT Apps have 100% Licensed and Authentic Content to offer for the Indian consumer. Hotstar, Sony LIV etc are the leading OTT Convergence Apps in India.

OTT platforms are able to differentiate themselves by providing one or all of the below services, including,

Live TV and catch up TV, which give users flexibility to view TV content on their mobile handsets. Star was able to aggressively push Hotstar as it has digital rights for the IPL. As per our channel checks, nearly half of Hotstar’s views are cricketing events, implying that the same has strong pull and is able to attract users to the platform.

On-demand movies, fiction and

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Reliance Jio Lyf Mobiles Unable to Shake the Market

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Jio LyfReliance Jio Infocomm is yet to commercially launch service after 6 years of acquiring 2300Mhz spectrum in June 2010. As the company is now looking to integrate Reliance Communications’ 850Mhz spectrum as a part of its network offering, we expect commercial launch to take approximately 6 more months.

In the interim, JIO has launched a wide range of LTE devices under its LYF brand name starting at a price band of INR3,999-5,499 for LYF Flame. In the mid-range RJIO has Wind phones which is in price band of

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YouTube Revenues to Touch $10Bn in 2016

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YouTube Revenues Cross 10BnAs Per Cisco, Internet video views doubled from 2015 to 2016, and video will account for 80% of all mobile Internet traffic by 2019. Google indicated growth in watch time on YouTube has accelerated and is up at least 50% year over year for three straight years. We believe video advertising will follow usage, and global online video advertising spending is expected to increase $19bn from 2015 to 2018 (per Magna Global) to reach $35bn, creating a big opportunity for video content platforms (FB, Snapchat, etc).

Google does not disclose revenues, but indicated in 2015 that partner revenue was up 50% over last 3 years. Based on Online video ad market growth

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State of Mobile Wallets / Payments in India

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Mobile Wallets in IndiaPayTM, Mobikwik and Freecharge (owned by Snapdeal) are the biggest independent online wallet companies in India with claimed registered wallets of 120mn/25mn and 20mn respectively. Apart from them some telecom companies (Vodafone, Airtel, Idea ) and banks (SBI, ICICI, HDFC etc.) have their own online wallet services. The online wallet was initially developed as a means of enabling mobile recharges for consumers, which was subsequently, expanded to PayTV and utility bill payment services.

Some of the wallets companies like PayTM, telco and banking wallets etc have received

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Can Just Dial Reverse Slowing Network Effect with Omni / Search Plus Launch ?

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Just Dial Slowing Sales - Omni SME LaunchJust Dial’s revenue growth for Core Search business has decelerated meaningfully over the last few quarters. While growth may have bottomed out, the initiatives taken by the management will take a few quarters to yield results, in our view. Management reiterated that the slowdown in revenue growth was not led by any increase in competitive activity, but due to a lesser focus internally on the search business. It plans to add 2,000-2,500 people to its sales team (both tele-sales and “feet on street”) over the next 9-10 months, which should address the issue of growth.

The total listings on Just Dial platform is ~16mn and it has the potential to move up to 20-25mn. It is planning to start a program of

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Reliance Jio LYF SmartPhones Adds Life to 4G-LTE ecosystem

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Reliance Jio LYFReliance Jio has launched its LYF branded handsets through the Reliance Digital stores. We visited some of these stores to experience the phones and came back impressed. Key takeaways,

LYF handsets compare well with competition: and offer more quality features at lower prices. 4 models launched priced at ~Rs 6,500 (LYF Flame), ~Rs 15,000 (LYF Water 1/ Water 2) and ~Rs 24,000 (LYF Earth 1). We expect the models to be successful given high-end competitive features at lower price points. All four models offer : (1) seamless voice to video call switch facility, (2) multi-party video calling, (3) Wi-Fi calling support with uniform dialer.

Corning’s Gorilla glass provides good

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What Features are Expected in iPhone 7 ?

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iphone 7 Features ExpectationsApple has set high expectations with its Prime Time Product iPhone. Features we expect in iPhone 7 which we expect will launch in September 2016.

iPhone 7 Processor – We expect a new A10 chip built to be likely built on sub 14 nm and enhanced 16nm node processes, offering continued improvement in performance, power and speeds. As reference, Galaxy S6 has the Samsung Exynos 7 Octa processor. Four cores run at 1.5GHz and four run at 2.1GHz. iPhone 6 has the 1.4 GHz dual-core A8 chip with 64-bit architecture and M8 motion coprocessor.

iPhone 7 Memory The iPhone 5/5S are available

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Rise & Growth of Mobile Finance / Payments using JAM Trinity

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Rural India Mobile PaymentTechnically, e-finance is any financial product whose sale or consumption is facilitated electronically – or more specifically, via the internet or mobile. The ‘e’ part of e-finance is supposed to help reduce transaction costs, increase processing efficiency, and provide instant access to information. Some examples across the retail and corporate spectrum are identified below:

Retail – Being able to conduct a payment transaction on a mobile phone to a service/product provider without the physical exchange of cash, or being able to borrow from a bank via an online platform without any manual

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