JIO Join is the app that lets people connect a non-4G phone with an LTE dongle (called JioFi) from JIO and do VoLTE calling and use JIO?s data services. This is perceived as a threat to incumbent operators? revenues. However, we feel that this is a complicated solution, and the service will sell at the much lower landline data rates and hence, dongles would be an unattractive way for JIO to fill up its network.
Reliance JIO will be able to execute a full-blooded launch by around December 2016 keeping in mind: 1) completion of pan India
850MHz by integrating RCOM?s spectrum; 2) ironing out of subscriber onboarding; 3) optimising the network (particularly in-building speeds); and 4) a wider choice of 4G + VoLTE handsets emerging below Rs3,000.
