Amazon India Launch is to Test Backend Infrastructure only. No Direct Retailing

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Amazon launched an Indian Marketplace (www.amazon.in), its 10th country specific site (Amazon previously only operated a comparison shopping site in India (www.junglee.com)). The Indian site will be served exclusively by third-party sellers to comply with local laws and will initially focus on the media category (books and movies), followed by consumer electronics.

Local Laws of India do not permit Foreign Companies toAmazon-India operate in Multi-Brand Retail and thus Amazon has to be content as a Facilitator of e-commerce for various Indian companies. By doing so Amazon will end up Building Presence, Build Delivery & Distribution Network, Adopt to the Learning Curve of Cash on Delivery [Most Popular in India] so when the Govt of India opens the gates for FDI in e-commerce, Amazon can directly start selling its products and give Indian retailers a run for their money.

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SmartPhones & Tablets – Gamechanger for Redington

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Redington derives about 16% of its revenues from its non-IT business with mobile handsets contributing a major share in the segment. Units of smartphones shipped have grown at a CAGR of 135% in India from 2010 to 2012 and 76% in the Middle East and Africa from 2008 to 2012. The company’s non-IT business has grown at a CAGR of about 31% from FY07 to FY12 and this growth is driven by the steep growth in the smartphones segment. Redington is undertaking new initiatives in this segment by adding reputed vendors in its portfolio, e.g. Apple, Samsung.

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RCom’s Tower Assets for Reliance Jio Infocomm – Not Suitable

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Reliance Communications co-operation with Reliance Jio Infocomm is expected to be extended to tower assets and intra-city fibre assets as well. We raised some Key Questions with the managements of both the companies which have went un-answered. 1. Quantum of towers which will come up for monetization over next 2 years- We are of the … Read more

China Software & IT – Cloud & SmartCity Hottest

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At the 17th China International Software Expo, cloud computing and smart city are by far the hottest industry topics.

China & Cloud Computing Almost half of the participating vendors mentioned cloud computing at their booths. Public cloud has become quite popular among small business clients, while private cloud is the first choice for large enterprises. Established software companies are busy transforming their products to latch on to cloud platforms. There are also hundreds of vendors providing support and technological services for cloud computing systems.

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Chinese Government Push for both TD/FD LTE

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Unlike the Government of India with its flip flop policies and High Corruption, China will embrace both the TD-LTE and FD-LTE. China Mobile is promoting a 5-mode TD-LTE smartphone that includes WCDMA and not CDMA. China Mobile will introduce Jego (a Skype-like service), which targets overseas Chinese China Unicom and China Telecom still look for … Read more

Expectations Run High at Computex 2013 Taiwan

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Models of Computex 2013 - TaiwanComputex is due to take place in Taipei on June 4-7. Computex is a more PC-centric trade show, and we see several PC peripheral IC design companies that could benefit from the new Intel platform, Ultrabook, and touch-devices:

Expectations are running high from the laggards in the race Intel & Microsoft – Intel is expected to feature Haswell ultrabooks (ranging from the value segment to innovative high-end segment), and Microsoft should emphasize Windows touch experiences across different devices. Thanks to Microsoft’s full support of small screen touch, we believe touch module adoption will be extended to the 11.6” and below segment. Expect Tablet PC to be priced from US$149+, and we are going to see touch NetBook pricing to start from US$399 and ultrabook pricing to start from US$499.

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Broadband Subscribers Reach 15.05 Mn + Wireless 867.80 Mn

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Broadband Subscribers in India reached 15.05 mn at the end of March-31-2013, as per the Data Released by Govt of India. State owned BSNL & MTNL together control over 65% of the DSL broadband Market in India. The Top five Broadband Service Providers in terms of market share (based on subscriber base) are: BSNL DataOne … Read more

Will Google Launch High End Android SmartPhone using Motorola Mobility ?

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Motorola Android Mobile Holiday 2013Purchasing Motorola in May 2012 for $9.5bn ex-cash was confusing to many of us. Since then, Google has rationalized the business (sale of Motorola Home, divestiture of manufacturing operations and layoffs) and the net cost after asset sales and tax benefits has declined to an estimated $6-7bn.

Given Google’s timeframe for Motorola’s hardware product cycle revamp (12-18 months), it is reasonable to expect Google to launch its own high end Smartphones and tablets in Q4-2013, in time for the holidays. If Google can generate the same interest in its Motorola hardware products as it has for recent Nexus products, the product launches could be a catalyst.

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