Telecommunications & Technology
Here is a Step By Step Illustration on How to use Airtel Free Zone Mobile Internet for Accessing Google, Gmail, Google+
Point your phone’s browser to airtel.in/freezone ; click “Enter Free Zone” to access Google’s search engine, billions of Web
sites, Gmail and Google+ without paying for data as shown below.
According to a purchase announcement released on China Mobile’s website on 21 June, China Mobile had officially started its 4G-LTE base station bidding process, including 207k base stations and 550k carrier sectors. Bids must be submitted by 15 July, and results will be announced in August. We expect the bidding process will shed-light on the price for different types of base stations (upgrade vs. New and 1.9GHz vs. 2.6GHz). Given the tight schedule to finish the deployment within 2013, we also expect the majority of the deployment will be upgrades, which will mainly benefit local equipment suppliers.
The bidding amount could be as high as CNY25bn (~USD4bn), making it the largest telecom equipment bid in China this year.
A host of major telecom equipment vendors,
Infoedge has invested a total of Rs2.8 bn, in nine Internet start-ups since listing in 2007. Of these, detailed financials for two companies, namely Zomato and Meritnation. Management views these as high risk-high return investments. It believes the benefits derived from even one success story could completely outweigh the losses on others. Further, it believes these are necessary to keep attracting people with new ideas and to stay ahead of the competition.
The largest investee companies, namely Zomato and Meritnation, appear well-funded for now. Both of these are tiny compared to international comparable. They are seeing strong
The lack of compelling form factors at attractive price points has been a major weakness of the Windows 8 ecosystem. However, with the upcoming release of Haswell, Intel’s next generation chip, and Windows 8.1 there is some hope that cheaper and more innovative form factors are on the way. Microsoft highlighted some of these devices earlier this month at Computex, but there was still only one “small screen” tablet announced (Acer’s Iconia W3), which shows to us that there is still a long way to go.
Nick Parker, the head of Microsoft’s OEM Confirmed at Computex that Microsoft is considering to reduce the cost of Windows 8/RT licenses for OEMs building devices smaller than 10.1 inches. The magnitude of
After testing for 6 years in Seattle, Amazon launched AmazonFresh in LA, which is the beginning of Amazon’s grocery expansion efforts to potentially all large metro areas in the coming years. The grocery category is a ~$600bn opportunity in the U.S., but Amazon’s strategy will likely target the top 20 metro areas (MSAs) by population, which we estimate is a $220bn opportunity.
Some of the Attributes to AmazonFresh that may differentiate it from its competitors and diminish the negative impact of AmazonFresh include – charging fees ($7.99-$9.99 per deliver below $100), Amazon Prime Fresh program (high $299 upfront fee), opportunity to sell non-grocery products that have higher margins, third party marketplace and AmazonFresh may target a higher income customer.
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 likely lead to continued MOU shift in favor of larger telcos, like Bharti, Idea, etc
3G Data growing slowly and steadily – Expect continued data increase (off low base) led by improving 3G coverage and increasing smartphone penetration. However, we do not expect any Indian telcos to show a hockey stick increase given limited capex investments and only 5 MHz spectrum per operator. Based on our meetings, we believe larger telcos are seeing a temporary slowdown in addition of new subs given the court order on
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 and now majority of the respondents are willing to raise their overall telecom spend for better network quality or faster download speeds. Poor network quality, we believe, is linked to under-investment
The advent of product cycle chips is in practice a function of the market share dominance of Apple and Samsung. As share of these 2 customers has risen (coincident with the explosive growth of smartphones and tablets), it has created an investment category based on their suppliers. This is not to suggest that the dominance of these 2 OEM’s will persist in perpetuity but demonstrates the change in Semiconductor sinking into Products.
Early on, Apple took a vertically integrated approach, recognizing the value of integrating chip design, with hardware, software, and firmware. While this strategy has failed historically, Apple has achieved critical mass, and they have not needed to take on the high-fixed cost of chip fabrication facilities. At its most basic, this has robbed the chip market of
Korean telcos showed disappointing performance in 2012 due to the heated LTE marketing competition during that period. With all three telcos equipped with nation-wide or near nation-wide LTE networks, the telcos engaged themselves in heated marketing competition to attract more LTE subscribers. As a result, the telcos managed to increase the LTE subscriber portion of their subscribers and finally posted ARPU turnaround, but overall reported weak earnings in 2012.
At this point, we believe
The Electronics and Gadget Savvy Japan witnessed from the second half of the 1990s through the first half of the 2000s where most people used PCs to go online. Growth in Internet use today, however, is being driven by rapid proliferation of smartphones. The number of people going online via PCs in Japan broadly plateaued in 2012 at around 97mn. In contrast, smartphone penetration at end-FY12 was only 33% so Japan is still in the midst of smartphone proliferation. The Chart on the left shows a Decade of Growth of PC Vs SmartPhone vs Tablets used to go Online.
The number of Internet-capable devices in Japan has risen by 50% compared