Telecommunications & Technology
The greatest benefit of pushing voice over LTE [VoLTE] is the opportunity to increase capacity for faster 4G mobile data services by redeploying spectrum currently used for older 2G and 3G services. For example, we have learned that Voice over LTE or VoLTE is roughly 2-3 times more efficient than 3G voice services and 4-6 … Read more
Empirical Evidence on Wireless Broadband adoption from across the World suggest that meaningful 3G penetration is a necessary condition for accelerated LTE adoption. Can a deep pocket player like Reliance Jio Infocomm overcome the challenges posed by low 3G penetration in India ? Can R-Jio create an offering / ecosystem to drive 4G adoption by … Read more
Mukesh Ambani of Reliance Jio Infocomm is best known to create hype over his unborn ventures so that it becomes a self marketing tool. Even though Airtel has successfully launched 4G LTE Services, we have had very few inquiries regrading Airtel 4G and dozens of e-mails from our readers asking us to list out all … Read more
The Indian Mobile Handset Market is set for a Big Leap in 2014. The handset market currently is almost entirely replacement market. Encouragingly, there appears to be a constant upgrade cycle toward smartphones and the company believes that over next three-four years, the feature phone segment is likely to diminish significantly. e-commrerce Mobile Retailer Vs … Read more
Idea’s 3G network usage at 122 GB per BTS per month [Includes Total Traffic of Intra-Circle Arrangements as well] in 1Q is less than 10% currently; each 3G BTS deployed in heavy traffic area can be potentially upgraded to exceed capacity throughput of 3,000 GB per month. To drive greater 3G penetration, customer education (about … Read more
MediaTek, the fabless Semiconductor innovator has accelerated its development cycle relative to feature phones to remain competitive with global competitors Qualcomm, Broadcom and Marvell and stay ahead of emerging Chinese competitors RDA and Spreadtrum. They are launching chipsets through 2013 and 2014 for entry, mainstream, premium and tablet segments for emerging markets to offer a … Read more
In the past three years, high-end smartphone has been one of the biggest growth drivers for the semiconductor industry given robust unit growth and substantial semi content increase. However, a perceived lack of innovation (e.g. iPhone 5, Galaxy S4) and delays in purchases have resulted in a sharp slowdown of high-end smartphone demand in 2013. … Read more
We believe smartphone makers cannot compromise on the display, processor and memory for high-end smartphones as they are critical components that affect user experience. There is also a limited supplier base for these components and tight supply issues (memory), which would make it difficult for smartphone makers to exert pricing pressure on these critical components. … Read more
Flopped and Outdated SmartPhone – Samsung Galaxy Mega 5.8 is being pushed in India by offering 3G freebies from Reliance Communications. Samsung Galaxy Mega is a Dual Core Phone with features similar to galaxy Grand but Priced a whopping Rs 5,000 higher. Angry Indian Consumers have given a thumbs down to Samsung Mega with just … Read more
All telcos expect RPM to inch up marginally in 1Q as everyone is curtailing free minutes/freebies, which is pushing the implied RPM up. Going forward, we expect competitive intensity to further decline as we expect some of the smaller telcos to further reduce their footprint and close operations in a few more circles. This would … Read more