State of 4G LTE Device Eco-System in India

4G EcoSystem IndiaSmartphone adoption in India is increasing at a fast pace driven largely by device affordability and increasing relevance of devices in day-to-day lives. At the same time, mass adoption of 4G in the rest of the Asia Pacific region has led to steep fall in price of LTE components and consequently LTE devices. The two factors combined with the Indian telcos’ accelerated 4G launches, are driving radical changes in the Indian smartphone market.

Around 42% of all mobile phones shipped into India in CY2015 were smartphones as compared to 10.8% in CY2011; during the same period (CY2011-15), total smartphone shipments grew at a CAGR of more than 50% (source: Gartner). 4G devices are also increasingly (more…)

Idea + Vodafone Prepare for 4G LTE Launch; SmartPhone Sales Rise

Vodafone 4G LTE LaunchPost Airtel’s 4G launch we expect both Idea and Vodafone to commercially launch 4G in select urban cities, mainly from a branding/creating consumer perception perspective. The top 3 telcos are looking to offer 4G to prevent their subscribers from being poached by Jio, which will launch as a 4G-only telco. In our view, both Vodafone and Idea will launch 4G only in select cities (rather than entire states) where they are seeing material data uptake and an increase in improvement of 4G smartphones. Given declining 4G smartphone prices and considering that 4G data tariffs could be cheaper/at par with 3G, we believe that 4G uptake may positively surprise despite a smaller rollout.

Airtel launched its 4G because (more…)

High Speed / Fast Charging SmartPhones – New USP

SmartPhones With Fast Charging BatteriesIn the past two years, big screen phones have been gaining popularity. Due to the bigger size of battery, phablet battery hours usually are longer. According to Apple, iPhone 6+ can last 24 hours’ talk time on 3G vs 14 hours for iPhone 6. This is because iPhone 6+ has a 2,915 mAh capacity battery, 61% larger vs iPhone 6’s 1810 mAh. However, the downside is that charging takes much longer. For example, it can take 3~4 hours to fully charge an iPhone 6+.

Samsung adopted fast charging in Galaxy Note 4 and Galaxy S6. We expect many international and Chinese brand smartphones to start adopting similar technologies with models launching in 2H15. High Speed / Fast Charging SmartPhones constitute < 10% of the market today and is expected (more…)

Idea’s Risk of Spectrum Renewal in 2015 Auction, LTE Delay A Risk ?

Idea Spectrum Renewal ChallengeIn the upcoming 2015 mega spectrum auctions, Idea Cellular has 900 Mhz spectrum up for renewal in 9 circles accounting for about 72% of Idea’s last twelve month (LTM) revenues. In 2 circles (Gujarat and UP (West)), Idea has almost no back-up spectrum to offer voice services and about 15% of its revenues from these circles would be at high risk if it is unable to renew the spectrum.

In the upcoming spectrum auctions in February 2015, 59 MHz of 900 MHz and 9.2 Mhz of 1800 Mhz frequency of Idea are coming up for renewal. If we take DoT reserve prices as the auction price, we expect total renewal outgo to be Rs172 bn for Idea following the auction.

Idea has significant gaps in its (more…)

Which SmartPhones are 4G LTE Compatible to Airtel / Reliance Jio ?

4G LTE HandsetsMukesh 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 the 4G LTE compatible handsets with Reliance Jio Infocomm.

How to Choose a 4G LTE Compatible Phone ?
One should be careful to see which 4G LTE compatible phones will actually work in India ? Follow these steps.
1. Identify the SmartPhone Handset or Model.
2. Then goto to the section which (more…)

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