Why Airtel / Vodafone / Idea Won’t Overbid in 2015 Mega Spectrum Auction ?

2015 900Mhz Spectrum Auction 8 operators have submitted applications to participate in the bidding for the 2015 Mega Telecom Spectrum Auction. Reliance Jio is the surprise entrant with highest earnest money deposit (EMD) thus creating the fears of aggressive bidding. Idea cellular will be the most vulnerable if Reliance focuses on winning the 900MHz band Idea doesn’t have enough fire power to bid up if the process turns aggressive as the capability is limited by the EMD paid and may have to take an alternative path to the 2100 Mhz spectrum.

Why will Airtel / Vodafone and Idea Cellular Avoid Overbidding ?

I will renew my 900 MHz renewal spectrum at any cost

Read more

Why Reliance Jio Needs sub 1GHz Spectrum for 4G LTE ?

Reliance Jio 800MHz SpectrumReliance Jio Infocomm the telecom arm of cash rich Reliance Industries Ltd has already acquired 1800MHz and 2300MHz spectrum to rollout Telecom services. Globally 1800/2100/2300MHz are high frequencies that telcos use for capacity, 700, 850 and 900MHz are globally the bands that telcos use for coverage, as these are low frequencies with long range, and hence help keep cell count to a minimum. In this background we explore why Reliance Jio needs a smaller Spectrum Band to deliver high QoS broadband experience and compete aggressively with incumbents.

700MHz / 900MHz Spectrum Feasibility
The government is likely to auction 30-35MHz of 700MHz in 2015-16. However, 700MHz base price may be set higher than 900MHz making it highly expensive. 700MHz LTE ecosystem is also two years behind 850. 900, being a European 3G band, is not a mainstream LTE band yet and perhaps for a long time. We feel Jio would only select LTE ready frequencies, which makes 700/850MHz a better bet.

Case for Reliance Jio to acquire 850MHz Spectrum for 4G LTE Services
850MHz already in commercial LTE deployment in a

Read more

Government May Miss Spectrum Collection Target Yet Again

For FY14, the government is looking to raise Rs 400 bn from the telco sector (both recurring revenue and one-off payments). As per the budget document, the one-off payments relate to receipts from auction of 1800, 900 MHz & 800 MHz and one-time spectrum charges as recommended by TRAI. We estimate the targeted one-off amount … Read more