telecom

Reliance Jio 4G LTE Non-Starter – Bidding for 900Mhz Spectrum

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Mukesh Ambani mismanaged Reliance Jio Infocomm venture has miserably failed to take off even 5 years after getting the 2300Mhz BWA Spectrum.

As the countdown to the mega spectrum auction in March 2015 has begun with eight telecom operators having submitted applications to participate in the bidding process. While Bharti Airtel, Vodafone India, Idea Cellular and Reliance Communications participation was expected and is being led by

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Mobile Competition Eases – Tariffs Rise

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Competitive intensity continues to ease and lower gross adds with new verification norms should help rationalize cost. This is a a more positive outlook for the industry and the advantage of incumbents. Competition has started to ease and any resultant uptick in rev/min would benefit Airtel via operating leverage. Our analysis of the tariffs as disclosed on the company Websites suggests that base tariffs have remained largely unchanged; however, promotional outgoing tariffs have been hiked by an
average of ~6%, implying ~3% higher ARPM’s.

Incumbents (Airtel, Idea and Vodafone) have the the network advantage in urban and rural areas. This should help them 1) Manage a lucrative post-paid base in

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Is the Congress Govt Engineering Failure of Telecom Auction to Escape 2G Scam Scar ?

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The Congress Government has adopted a very fine line of escaping the 2G Telecom Scam Scar as the Supreme Court went on an overdrive to finish the case and pronounce judgement in a record time.

How is the Congress Government Engineering Failure of Spectrum Auction ?
The Government has under its control various bodies such as the DoT, TRAI, Telecom Commission, etc. The Govt referred the matter of auction to TRAI to come up with recommendations. TRAI likely under the influence of Govt. benchmarked the prices to 3G 2100 MHz Spectrum Auction when in reality 3G Reserve price itself were very low as indicated in the chart below,

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Why is Government Creating Artificial Scarcity of Spectrum ?

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The Cabinet of the Dr Manmohan Singh government scarred badly in series of scams took yet another decision on the reserve price of the Telecom Spectrum, which is going to make matters worse for the Indian Telecom Sector. The cabinet has deferred any decisions on one-time spectrum fee on incumbents and pricing beyond 6.2MHz

In addition to the pricing norms, the cabinet has taken the decision to allow operators to pay 30% of the auction value upfront and pay the remaining amount in 10 equal annual installments after a moratorium of 2 years. The SUC / Spectrum Usage Charges will continue to remain as per

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Spectrum Auction – Congress Govt Unable to Decide on – Reserve Price + Renewal + One Time Charge

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The PM of India, Dr. Singh, the silent witness to the Largest Scam Globally – Telecom Spectrum Scam in India is neither able to decide on the Reserve price for Spectrum Auction as mandated by the Supreme Court nor is able to come out with any transparency on Spectrum Renewal Charges and One Time Fees for existing Spectrum Holders.

The so called EGOM (Empowered group of ministers) made the following key recommendations: 1) Base spectrum price is fixed between Rs 140-160 bn (TRAI reco was Rs 180 bn); 2) Spectrum usage charge is fixed

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ZTE reveals Strategy for – LTE + Small Cells + C-RAN

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At the annual ZTE Conference, ZTE exhibited confidence in its smartphone business, including plans to double smartphone shipment volume in 2012 to 30mn units and achieve margin recovery driven by sales growth in developed markets. On the Networks Front, ZTE indicated small cells/LTE/C-RAN as targeted growth areas backed by smartphone driven data traffic growth.

ZTE’s TD-LTE Initiative
ZTE thinks equipment vendors have addressed most of the technical issues necessary to launch TD-LTE commercial

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