Topics

871

SmartPhones & Apps / Chinese Love iPhone 6 & Local Apps / Services

« on: December 18, 2014, 11:58:59 AM »

Chinese consumers across various income levels are paying up for iPhone 6, over cheaper domestic alternatives. However, our checks also suggest iPhone 6 adoption is not necessarily translating into commensurate growth in software / content / services distributed through the iTunes store.

Most Popular Apps / Services in China are
Messaging - WeChat (Tencent)
Maps - Baidu
Search - Baidu
Storage - Tencent's Weiyun
Video - Youku / Tudou

In fact, Chinese Smartphone makers such as Xiaomi, Lenovo, and TCL appear to be investing in Cloud Services of their own, as they fear
partnerships with larger Cloud providers like Tencent or Baidu might result in loss of control of their individual hardware businesses.

872

4G / LTE / What are 4 Building Blocks for Wireless Data Take Off ?

« on: December 17, 2014, 12:34:09 PM »

The four main building blocks to data revenue realization ? network facility must be available, customers must have the ability to use data with proper devices, users must have demand for the service and those who possess these elements must be able to afford to use data. With these conditions addressed, we see incremental revenue generation coming into play, which will help EM telcos steepen their revenue growth curve and offset the costs associated with their network expansion moves over the last few years.

873

Smart Connected Devices / Access Reliance Jio Play on Android Devices

« on: December 15, 2014, 08:48:26 PM »

Reliance Jio Infocomm has developed an Android App to let its consumers access Jio Play TV and other Content. Jio Play is a next generation TV service which gives you access to live TV channels & capability to watch any program from the last 7 days.
Guess what? You can pause and rewind a Live Channel now.!

You can Download the Jio Play Android App from here.

You will need to Install by Double Clicking the File on your Android Device. Kindly note, you will require Login Name and password to Access the same which is currently being provided to select few customers & all employees of Reliance Industries Ltd.

874

Smart Connected Devices / How to Access Reliance Jio Play on iPad / iPhone ?

« on: December 15, 2014, 08:45:47 PM »

How to Access Reliance Jio Play [TV Content] on iPhone and iPad ?



Download and Install the iPhone / iPad App from Reliance Jio Infocomm.

Once you Login, you will be able to Access over 400 Indian TV Channels and other content. However, this is restricted to Reliance Employees or someone who has the Login / Password during the test phase now.

875

5G / Wi-Fi / Reliance Jio Wi-Fi FREE in Gujarat / Madhya Pradesh

« on: December 15, 2014, 08:18:36 PM »

We'd like to list the locations where Reliance Jio Wi-Fi is available for FREE access in Gujarat and Madhya Pradesh

Ahmedabad   
1.     Kankariya Lake
   2.    Opp. Karnavati Club
   3.    Reliance Market - Madhupura
   4.    Drive-In Cinema
   5.    Science City
   6.     Iscon Mall
   7.    Gandhi Ashram
   8.    Civil Hospital
   9.    Drive-In Office
Surat   
1.     P P Savani Heart Hospital
   2.     DGVCL Corporate Office
   3.     Sarthana Zoo
   4.     Varacha Zone Office
Baroda   
1.     Baroda Dairy
   2.     Fame Vihar
   3.     Lalbaug
   4.     More Megastore
Indore   
1.     Reliance Fresh & BCM Heights
   2.     Bombay Hospital & Prestige Institute
   3.     Meghdoot Garden
   4.     C-21 Mall & Malhar Mall
   5.     Mangal City Mall
   6.     Bharat Mata Mandir
Bhopal   
1.     BJP Bhavan
   2.     EPCO Office
   3.     10 No. Market
   4.     DB City Mall
   5.     Vallabh Bhawan

876

4G / LTE / What is Reliance Jio MiFi LTE Device ?

« on: December 15, 2014, 08:08:59 PM »

Reliance Jio MiFi provides the benefit of shared usage where multiple users can share the bandwidth offered by one device. It supports upto 10 Wi-Fi enabled devices at the same time. MiFi hotspots provide the fastest and the most reliable network. Its password protected connection gives you the choice to share your secured connection with close friends and family. It offers reliability to all its customers in all crucial transactions pertaining to Banking, payments etc.


Mifi Device

    Desc:LTE Mobility with personal WIFI
    Product Family : CONNECTIVITY
    Access technology :LTE
    CompanyCode :RJIL
        Model : NTLR-100
        Dimensions: About 96mm x 60mm x 15mm
        Weight: 92g
        Colour: Black
        Button: WPS, POWER ON/OFF
        USB: Micro USB
        LED: WAN / WLAN / PWR(Battery)
        Chipset : Alt 3100
        Memory : 512Mb RAM, 1Gb NAND
        Battery Type: Lithium Polymer 2000mA/ Removable
        Usage Time: 4.5 Hrs in Lab, varies with NW condition
        WAN LTE: TDD
        LTE frequencies supported: Band 40
        Max WWAN downlink speed: 100Mbps
        Max WWAN uplink speed: 50Mbps
        SMS: Support SMS over SGs
        IPV4/ IPV6: Yes
        Wi-Fi: Yes
        Wi-Fi support: IEEE 802.11 b/g/n
        Simultaneous Wi-Fi connections: 5
        Setting UI: Supported
        Operating system: win XP, WIN7, LINUX, Mac OS
        Browser: IE7,8,9 10, Chrome, Safari, Opera, Firefox
        USB Port: Type A
        eMBMS: Supported
        TR69: Supported

877

4G / LTE / How Bharti Infratel Benefits from Spectrum Auction ?

« on: December 15, 2014, 01:50:08 PM »

Bharti Infratel, the Telecom Tower Infrastructure company is expected to get ~30K tenancies from RJio in F2014-17, while existing
operators expand their coverage. This leads to a 9% CAGR in tenancy over the period.

3G and 4G loading should boost the tenancy ratio further. Operators have reached out to ~30% of their total sites for 3G coverage. With
increase in their 3G footprint, loading could increase their revenue per tenant (RPT) by ~6-12%.

More spectrum put across in government Auction of 800/1800/2100 bands: This should further aid tenancy growth and loading.

878

5G / Wi-Fi / OTT App Weixin Users Get Free Wi-Fi

« on: December 12, 2014, 12:13:33 PM »

Tencent launched a new function, called Wexin Wifi connection, on the Wexin platform following a ~RMB300m investment in Wiwide, a commercial Wifi service provider currently operating 3,000 Wifi hotspots nationwide.

The new function enables Wexin users to access free WIFI hotspots provided by offline merchants cooperating with Tencent. Users access directly via their Wexin accounts, rather than manually keying in a password previously. We expect this innovation to significantly increase user convenience and willingness to access the free WIFI

Most importantly, we expect Tencent and its merchant partners to gain deeper offline behavioral insights into the Weixin user base, which should generate potential advertising and marketing value to both parties. For instance, merchants should be able proactively try to capture these potential customers with targeted ads and multiple value added service offerings. Meanwhile, Tencent will be able to use its highly developed backend capabilities to collect data and provide feedback to merchants, such as DAU on a merchant network, MAU, average user spend etc. by linking Tenpay/WeixinPay and other LBS functions.

3 Way Partnership - OTT App Provider, Internet Service Provider and Retailer.

879

4G / LTE / Comparison of Spectrum Holding - Airtel, Reliance Jio, Idea, Vodafone

« on: December 12, 2014, 11:04:04 AM »

The following chart shows the Comparison of Spectrum Holding of - Bharti Airtel, Reliance Jio Infocomm, Idea Cellular, Vodafone and other Telecom Operators in India across various Spectrum Bands - 900, 1800, 2100, 2300 on a PAN India Basis



Chart Developed using Data from Companies and DoT

880

3G / HSPA / EVDO / Airtel #EachOneTeachOne Day

« on: December 10, 2014, 08:11:45 PM »

Airtel's newest offering One Touch Internet has been live for few weeks now. In order to activate this product and take it to the next level, Airtel is calling out December 11th as ?Each One, Teach One? day. On 11th December, a congregation of more than 1.4 million retailers, 20,000 FSEs and 14000 employees will make a concerted effort to introduce non internet users to the world of internet.

Key Roles:
All Airtel employees and general trade retailers will play a major role to make this a huge success
All circle employees will be out in market at the retail outlets with the aim of introducing non-users to the internet via One Touch Internet

We request you to help us make #EachOneTeachOne a huge success by introducing people around you to the power of internet. We would encourage you to shoot videos, click pictures or simply tweet about your effort in making India a digitally sound nation.

881

4G / LTE / Feb 2015 Mega Telecom Spectrum Auction

« on: December 10, 2014, 11:31:54 AM »

The government is likely to make the February 2015 spectrum auction ?mega? by combining 2G renewals of 1800/900MHz bands with additional 3G sale in 2100MHz. This move is in line with Telecom Regulatory Authority (TRAI) recommendation to increase spectrum availability and is subject to defence vacating 15MHz (three blocks) of 3G spectrum. A mega auction with 3G spectrum sale in 2100MHz across 22 circles alongside 1800/900MHz bands although will result in increased spend by incumbents but higher spectrum availability will aid in softening auction bids and wins will make way for 3G network expansions and multiplying capacities. Leading incumbents are missing 3G spectrum in several circles and roaming agreements are no substitute to own spectrum

882

4G / LTE / Reliance Jio Network Coverage

« on: December 09, 2014, 10:44:21 AM »

Reliance Jio Infocomm needs to significantly ramp-up network and distribution footprint to compete with incumbents. Also, it needs to roll-out a pan-India network with 50% coverage of rural Short Distance Charging Areas (SDCAs) to fulfill the mandated five-year roll-out obligations. High 4G handset prices and high power consumption of multi-band handsets are major impediments given low income levels and erratic power situation in India.

COAI believes that Reliance JIO is unlikely to bid for 900MHz band spectrum in upcoming auction since 1) It is not suitable for 4G, and 2) It did not bid for the same in the earlier auction for metro circles. Given its presence in the 1,800MHz band, Reliance JIO would likely be able to use spare capacity of other operators through spectrum sharing for voice once spectrum sharing is cleared.

883

SmartPhones & Apps / Baidu has 41% of Chinese App Distribution Market

« on: December 08, 2014, 10:46:54 AM »

According to the report, total app downloads reached 28.6b (+12.3% QoQ) in Q314. Baidu's app distribution platform maintained their collective leading position, with a 41.8% market share. Following Baidu, Qihoo captured a 22.7% marketshare. Tencent's platform meanwhile continued their strong momentum, with their share increasing to 21.5% from 20.1% in 2Q14. We note that the total daily app distribution of Tencent's platform surpassed 100m in Oct, double the amount when compared with Jan of this year (50m).

We note that the government recently cracked down many apps deemed to have inappropriate content. The authorities required the app store operators to cooperate in its investigation. We do not expect this issue to cause material impact on the companies app store business as the questionable content only accounts for a very small portion of their app libraries. The app stores moreover have taken a range of actions to prevent such content from being distributed again.

884

3G / HSPA / EVDO / Auction of 2100MHz Spectrum A Positive

« on: December 07, 2014, 07:31:13 PM »

TRAI has invited Comments from stake holders on the pricing of 2100MHz Spectrum in the Feb-2015 Auction.

In our view, augmenting the supply of spectrum in the 2100MHz band would help the telecom operators expand their 3G footprint and would be beneficial to Indian subscribers. We believe it would ensure availability of enough 3G spectrum (900+2100MHz), which might result in a more rationalized bidding process. It could also allow for further consolidation in the industry which, in our view, would benefit the top three operators.

885

Smart Connected Devices / Can Yahoo Japan Survive the Shift to Small Screen ?

« on: December 07, 2014, 06:40:57 PM »

Yahoo Japan supplies an exhaustive range of services comprising advertising, commerce, and content, and it has secured a position similar to mass media in the Internet sector. It boasts dominant media value in the PC space.

However, Yahoo Japan is seeing a decline in part of its advertising revenue due to the increasing popularity of smart devices, putting pressure on the firm to change its business structure. Ad demand is generally firm due to improved earnings at advertisers, but with the shift among consumers to smartphones Yahoo Japan has not seen growth in query and customer numbers, primarily in its PC business. As a result, we believe premium ad revenue will fall sharply and sponsored search revenue will remain flat.

Yahoo Japan has leveraged its advertising technology to continually roll out new ad products and grow revenue. Right now the firm is experimenting with adding timeline functionality to its home page for smart devices. By using big data it aims to develop more effective ad products. However, the home page is Yahoo Japan's principle medium, so it is being very cautious in making this change. We believe it will take several years for the firm to develop new products, launch them, and start to see ad revenue grow again.

Yahoo Japan needs to secure and train human resources. The major source of differentiation when developing new ad products is the usage of Yahoo Japan's big data. However, we believe it vital for the company to analyze these data and combine them with other data (online and offline purchasing behavior) to find meaning in all the information, and then based on this develop new solutions (highly effective new ad products). We think it could be difficult to do this with existing human resources that have mainly dealt with display ads and sponsored search ads.