Reliance Jio Infocomm’s Voice Service – BUY WholeSale Minutes or More Spectrum ?

Reliance Jio Infocomm thinks big like the Ambani DNA. As the Economic Progress in India came to an halt, affordability of 4G got pushed back by few more years. In this backdrop, 2G Voice continues to be the Cash Ringing Register for Telcos.

The State of Voice over LTE
With challenges in commercial VoLTE deployments, circuit switched fallback (CSFB) has been the more popular form of providing voice and data services globally. CSFB allows the subscriber to use data services over 4G networks but switches back to the traditional 2G/3G networks when using voice. Globally, only MetroPCS and Korean operators have launched VoLTE services and the technology is still

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Global 4G LTE Deployments & Frequency Bands

The Indian telecom authorities chose TD-LTE, a relatively newer technology and that is still been tried out globally. Globally, there have been commercial rollouts in FD-LTE by large scale operators such as Verizon and AT&T, however TD-LTE rollouts are at a
nascent stage. Hence the device ecosystem for TD-LTE services, especially on the 2.3 GHz spectrum is poor. The following Chart Shows the Global 4G LTE[TD/ FDD] Deployments by various Operators and their operating frequency bands as well.

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What is Reliance Jio Infocomm’s Game Plan for 4G LTE ?

For markets like India and Africa, the data growth story is linked to low cost smart-phones. With LTE deployments taking place simultaneously in India and the globe, Indian operators face a big challenge in terms of driving LTE economics. India would lag the US in LTE affordability by 11 years based on a 20% yearly rate of decline in technology costs and by 5 years based on a 40% yearly rate of decline in technology costs.

All BWA operators in India will launch the TD version of LTE and their fate is somewhat dependant on the progress made by China Mobile. China Mobile will not be entirely dependant on low-cost smartphones to drive traction on LTE. Indian operators, on the other hand, may have to wait for the LTE ecosystem to align

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Broadband / Mobile Internet in India @ Tipping Point – Big Take Off

Broadband Internet in India - Big Take OffIndia’s internet story is at a tipping point, underpinned by favourable demographics, expanding access to high-speed wireless networks, cheaper broadband connections, and a proliferation of cheaper devices. By 2015, we estimate India’s internet user base to rise to 300m, almost 3x the current base. Large, single-ticket deal sizes of private equity and venture capital funds indicate that well positioned companies are set for rapid growth.

A number of enabling factors for driving up India’s internet penetration are now in place. Affordability has increased due to lower access charges

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Korean Telcos to Double 4G/LTE Speeds – Airtel & Reliance Jio Infocomm Listening ?

Kora LTE Speed DoublesDuring July-October 2013, Korea Telecom will double the data allowance for subscribers that are on its 4G LTE tariff plans that offer ‘unlimited’ voice. (Please refer to our sector report from 11 April 2013 for more details on ‘unlimited’ voice tariff plans.) Korean consumers already enjoy real speeds of 10-30Mbps on 4G LTE networks, and operators are increasing speeds further through 4G LTE-Advanced. As such, we may be reaching a level where mobile data speed difference is not noticeable for most users.

SKT has announced that it will be offering higher data speeds through 4G LTE-Advanced technology. We think this may have caused concerns for KT about falling behind in competition until KT is also able

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Is Reliance Jio Infocomm Rolling Out FTTH Broadband Network along with 4G/ LTE ?

Reliance Jio Infocomm will launch 4G / LTE Services by the end of this year, at least in Delhi NCR and Mumbai region. According to Analysts in the Research community, their is a buzz that Reliance Jio Infocomm will launch FTTx [Home / Enterprise]

G V Giri @ IIFLCap said,

RIL may also use FTTX (Fibre to the x) to service the home and enterprise broadband market, chiefly the former. It may bundle broadband services of various hues above in a single offering

Goldman Sachs Report said,

RIL’s focus is on offering high speed services and considering that TDLTE ecosystem is at a nascent stage, we believe the company will focus more on fiber based fixed-line services and nomadic LTE (in limited areas) in the near term

Other Device & Services  that Reliance Jio will launch along with 4G LTE Launch is as follows,

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Reliance Jio Infocomm & Reliance Communications enter $2.5 Bn Tower Sharing Agreement

Reliance Jio Infocomm Ltd and Reliance Communications Ltd. today announced the signing of a definitive agreement worth over $2.5 Bn over the Lifetime of the agreement. RCom will offer its 45,000 Towers to Reliance Jio Infocomm to roll-out its 4G LTE Network. In our Previous Article we had raised the issue of Suitability of Reliance … Read more

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

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

Reliance Jio SmartPhone Tablets to be Launched with 4G Broadband

Reliance Jio Infocomm’s Tarun Jhunjhunwala, Business Head East Indian Operations has said, We have plans to provide 4G services at affordable rates. Talks are on with device manufacturers for dongles, tablets and smartphones Reliance Jio is planning akin to something in the US market where the Hardware is Subsidized upon subscription to Data / Voice … Read more

Reliance Jio Infocomm & Reliance Communications Intra-City Fiber Deal Likely at 4000 Cr

Currently 40% of Reliance Communications tower assets are supported with fibre backhaul and the remaining 60% is on Microwave backhaul as described here. We believe that Reliance Jio Infocomm 4G launch will allow Reliance communications to monetize intra-city fibre given Reliance Jio’s likely focus on data market.

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