4 Years after the Limited 3G Spectrum was auctioned in the 2100MHz band, we’ll take a peek into how we are doing with our competitors in Asia – China and Malaysia on various factors. We are classifying based on the Big 4 Factors that help determine the success of Mobile Data.
3G Network Status
- India – 3G coverage and average data speed remains lowest in Asia. Unlikely to expand given low
capex guidance and balance sheet constraints - China – 3G coverage has already reached ~75%. Average data speed is best in the EM space and comparable to DM markets. Massive 4G buildout ongoing
- Malayasia – 3G networks are already built-out however we see investments remain soft in the LTE space. Thus in our view network pull factor is relatively soft in Malaysia.
SmartPhone Availability
- India – Smartphone penetration is ~17% of population base. Expect it