Telecommunications & Technology
The Thailand 3G Story is ahead of India as it reaches around ~40% penetration with almost 50% of the consumers having Internet-ready handsets (smartphone/feature-phones). Thai Consumers appear to be willing to spend more for data services. This is contrary to our Indonesia and Philippine findings, where most aren’t willing to raise spending. Networks have deteriorated … Read more
HTC, Manufacturer of the World’s Best SmartPhne HTC One is seeing some headwinds as the momentum for HTC One has slowed and expect its June sales to decline by double digit MoM. We believe the market is overly optimistic about HTC One, ignoring the mature high-end market and Samsung’s aggressive marketing. Although HTC plans to … Read more
Reliance Communications (RCom), country’s no 4 mobile phone carrier by customers, has entered into partnership with Star Sports to offer unlimited live streaming of all ICC Champions Trophy cricket matches for 3G and prepaid GSM customers in the country. With this partnership, Reliance customers can now avail unlimited live streaming of the matches on their … Read more
3G business in India currently has negative returns, but should turn positive by F2016. Airtel and Idea reported sequential nonvoice revenue growth of 5% and 13%, respectively, in F3Q13. Operators have been inching up their 2G data tariffs, while 3G data tariffs have come down by ~7x since the beginning of 2012. Data volumes in … Read more
LG and Google, together worked on Developing Nexus 4 smartphone in the Nexus line-up from Google, will be available in India from today. Why is LG Google Nexus 4 Android SmartPhone the Best you can Buy in India ? From my first hand experience of using Android based Samsung and Google Nexus Tablet [Collaboration with … Read more
South Korean electronics Major, LG Electronics reported solid 1Q13 results and raised 2013 smartphone guidance to 45m (from 35m at the beginning of the year) are positive signals supporting our thesis that LGE’s smartphone business is on the rebound. LGE reported 10.3m smartphone shipment, slightly ahead of our 9.8m forecast, and confirmed that inventory remains … Read more
World’s Largest Telecom Company China Mobile added 26.4mn 3G subs (averaging 8.8mn per month), which is more than double that of its domestic rivals. Management attributes the strong subs growth to enriching TD-SCDMA smartphone models, falling prices and effective promotion. The parent company will build more than 100,000 3G base stations to increase the total … Read more
Advanced Info Thailand Invests 9.6Bn. Data growth very strong, subs at 12mn or 1/3 sub base, smartphones at 17% penetration up from 11% in 2011. Data usage and revenue 65% growth. 3G license in December, commercial launch next month in key cities. 70bn over three years. 97% population coverage. 2015, no longer own 2g assets, … Read more
LGE’s smartphone shipments will grow strongly every quarter in 2013F, thanks to well-timed launches of its various smartphone series – Optimus G, F and L. LG Optimus G-Series SmartPhones (USD 600) Following Optimus G shipments of 1mn units in 4Q12, we expect strong shipment of the G series in 1Q13F. LGE will ship over 1mn … Read more
Tata DoCoMo disrupted the Indian Wireless Minutes Market with the introduction of Per Second Billing in 2009. Now they are all set to Disrupt the market with the Choice for Consumers to Price Ideos Android SmartPhone. The going price of the handset bundle on the ‘We’ll let you decide’ contest page is currently at Rs. … Read more