By Prasoon Srivastava and Moumita Bakshi Chatterjee 侥幸逃过金融崩溃后,电信业正在前往拍卖下个季度的电波,结合电信公司的网络投资冲动和AGR负债可能加速2021年关税上涨。 Chatterjee Prasoon斯利瓦斯塔瓦和Moumita问题
New Delhi: Having narrowly escaped a financial collapse, the telecom sector<\/a> is now headed for an auction of airwaves in the next quarter, which combined with telcos' network investment compulsions and AGR<\/a> liabilities could hasten tariff hikes<\/a> in 2021.
The Indian telecom market, which once had nearly a dozen operators, has in recent years seen exit of some prominent names due to cut-throat competition and legal cases.
It may have been on its way to becoming a two-player market in 2020, but the Supreme Court agreed to give up to 10 years to telcos to clear Rs 1.47 lakh crore of past AGR (Adjusted Gross Revenue) dues. The apex court's decision this year gave a much-needed breather to struggling telecom companies that had been on a razor's edge since October 2019 when the apex court upheld the government's position on including revenue from non-core businesses in calculating the annual AGR of telcos.
The impending industry<\/a>-wide tariff hike would improve financial metrics of companies and market watchers believe that 2021 could, well, turn out to be a year of significant industry<\/a> repair.
Vodafone Idea<\/a>, which faces outstanding statutory dues of about Rs 50,000 crore, has said that nothing stops the industry from increasing prices, even as floor price discussions are on, and that it would not shy away from taking the first step in this regard. It recently undertook postpaid tariff hike, which were very limited and confined to select plans.
Rating agency Icra expects operators to dial in the next round of tariff hikes<\/a> over the next one or two quarters, amid a \"steady restoration in the pricing power back to the telcos\".
\"A glimpse of the same was witnessed in Vodafone Idea<\/a> Ltd (VIL) increasing post-paid tariffs in select circles, just a few months after the introduction of new tariff plans by Reliance Jio<\/a>,\" it said in a latest note.
Bharti Airtel<\/a> -- which has lost the number one spot in the market to Mukesh Ambani's Jio<\/a> -- has hinted that while it is not going to initiate tariff hikes, it will follow if others raise prices.
In the ensuing auctions, Airtel<\/a> is expected to restrict itself to renewing expiring spectrum across 900 and 1800 MHz bands, given its spectrum holdings through mergers and acquisitions over last three years while Jio is seen adding more spectrum, according to Credit Suisse.
Jio may purchase additional spectrum as it looks to augment its network capacity having garnered 35 per cent subscriber market share and a much higher share of traffic, the Credit Suisse note said.
The upcoming auction is expected to garner moderate response, though industry experts believe bids could be in the range of Rs 30,000 crore to Rs 50,000 crore for the radiowaves valued at around Rs 3.92 lakh crore.
The upcoming auctions won't include spectrum bands that support 5G<\/a> services, which can play a crucial role in supporting emerging technologies like AI that hold potential to add over Rs 7,000 crore to the economy by 2035.
While the coronavirus pandemic brought most sectors of the economy to a halt, it was deep penetration of inexpensive data and voice calls that helped the nation chug along during the lockdown. Be it running businesses, buying of essentials by households or education, the nation of 1.3 billion people shifted rather effortlessly online, backed by telcos and their fleet of on-ground professionals who braved all odds to keep the networks humming.
\"The telecom sector<\/a> played a stellar role by supporting the economy... it supported digital services, office work, financial services and e-commerce which kept life going during the lockdown,\" former Trai Chairman R S Sharma told .
Progress on tariff floor price setting and 5G<\/a> trials, eluded the industry this year, but there was plenty of action elsewhere. Be it the Centre's nod to auction 2,251.25 MHz of spectrum, or PLI (Production Linked Incentive) scheme tailored for communications equipment or the fund-raising by Jio Platforms or completion of merger between Bharti Infratel and Indus Towers, the telecom counter buzzed right through the year.
Jio Platforms -- that houses India's youngest but largest telecom firm Jio and apps -- raised a staggering Rs 1,52,056 crore from marquee investors, including Facebook, Google and others pushing FDI in the sector to record highs. Vodafone Idea approved fund-raising plans of up to Rs 25,000 crore through a combination of equity and debt, to keep the company afloat.
\"As we move to 2021, we expect to see a pick up in 4G deployments backed by recently announced spectrum auctions<\/a>, to cater to the growing data traffic. Also, we expect to see an increased focus on 5G deployment strategies and development of India-relevant 5G use cases,\" Ericsson India head Nitin Bansal said.
European telecom equipment makers Nokia and Ericsson have started manufacturing 5G gears in India and exporting them to countries where the service have started.
For now, though operators here seem divided on the actual roll out timelines for 5G services that will offer up to 100-times faster data speeds and usher in immersive experiences, remotely operated robotic surgeries, connected cars, IoT-enabled automation and many other applications never-seen-before.
\"So far, no significant use cases have been identified, and for the coming financial year too industries are likely to shelve their investments on 5G-enabled IT and telecom components for another year. As most industries are already affected by the pandemic, investment on new technologies may not be the priority,\" Cellular Operators' Association of India (COAI) Director General S P Kochhar said.
Recently, RIL Chairman Mukesh Ambani hinted at rolling out 5G telecom services in the second half of 2021, and Jio is also in the midst of developing indigenous 5G solutions.
The government is also keen on development of indigenous ecosystem and has earmarked Rs 12,195 crore worth of sops under PLI scheme for telecom and networking gear.
\"The PLI scheme is a big opportunity for the telecom sector, particularly Indian players, to emerge as a major catalyst for economic and industrial growth...,\" Telecom Equipment and Services Export Promotion Council Co-Chairman, Sandeep Aggarwal, said.
State-run telecom equipment maker ITI Ltd has entered into a partnership with IT company Tech Mahindra to develop indigenous 4G and 5G equipment to reduce dependence on foreign gears.
And in the coming months, as the country gets ready to roll out one of the largest vaccine programmes, mobile technology may play a critical role in mass inoculation against COVID-19, channelising strengths of India's vast, resilient and robust communications network, for greater public good.<\/p><\/body>","next_sibling":[{"msid":79855047,"title":"Tata Tele Business launches cloud communication solution for enterprises","entity_type":"ARTICLE","link":"\/news\/tata-tele-business-launches-cloud-communication-solution-for-enterprises\/79855047","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[{"msid":"79855960","title":"telecom","entity_type":"IMAGES","seopath":"telecomnews\/2021-to-ring-in-spectrum-auctions-potential-tariff-hikes-for-telecom-sector\/telecom","category_name":"2021 to ring in spectrum auctions, potential tariff hikes for telecom sector","synopsis":"The IT\/Telecom work profile also witnessed a huge surge in demand in November 2020, rising from negative 2% in October 2020 to 5% in November 2020, followed by Accounting & (4%), and Front Office\/Administration (2%). ","thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-84889\/79855960.cms?width=150&height=112","link":"\/image\/2021-to-ring-in-spectrum-auctions-potential-tariff-hikes-for-telecom-sector\/telecom\/79855960"}],"msid":79855819,"entity_type":"ARTICLE","title":"2021 to ring in spectrum auctions, potential tariff hikes for telecom sector","synopsis":"Having narrowly escaped a financial collapse, the telecom sector is now headed for an auction of airwaves in the next quarter, which combined with telcos' network investment compulsions and AGR liabilities could hasten tariff hikes in 2021. ","titleseo":"telecomnews\/2021-to-ring-in-spectrum-auctions-potential-tariff-hikes-for-telecom-sector","status":"ACTIVE","authors":[],"analytics":{"comments":0,"views":2476,"shares":0,"engagementtimems":12188000},"Alttitle":{"minfo":""},"artag":"PTI","artdate":"2020-12-22 15:06:13","lastupd":"2020-12-22 15:10:38","breadcrumbTags":["spectrum auctions","Tariff hikes","AGR","Jio","Airtel","Vodafone Idea","5G","Industry","telecom sector","telecom news"],"secinfo":{"seolocation":"telecomnews\/2021-to-ring-in-spectrum-auctions-potential-tariff-hikes-for-telecom-sector"}}" data-authors="[" "]" data-category-name="" data-category_id="" data-date="2020-12-22" data-index="article_1">
在频谱拍卖2021环,电信业的潜在关税上涨
新德里:金融崩溃,侥幸逃生电信部门现在前往拍卖下个季度的电波,结合电信公司的网络投资冲动和AGR负债可以加速关税上涨在2021年。
印度电信市场,曾近十几个运营商,近年来出口的一些著名的名字由于激烈的竞争和法律案件。
这可能是在2020年成为一个双人的市场,但最高法院同意放弃10年电信公司清除过去的AGR 1.47十万的卢比(调整后的总收益)会费。法院的决定今年给急需的呼吸让她挣扎的电信公司,2019年10月以来一直在剃刀边缘apex法院支持政府的立场包括从非核心业务收入计算年度AGR的电信公司。
沃达丰的想法,它面临着突出的法定费约为50000卢比,说没有阻止该行业提高价格,即使底价讨论,不羞于在这方面迈出了第一步。它最近承担邮资已付的关税上调,这是非常有限的,局限于选择计划。
预计运营商举行评级机构“国际机器人与自动化会议”拨下一轮关税上涨在接下来的一个或两个季度,在“稳定修复定价权回电信公司”。
“看到相同的见证沃达丰的想法有限公司(维尔)增加邮资已付的关税在选择的圈子里,几个月后引入新的依赖关税计划Jio,“这在最新报告中称。
Bharti附近的旅馆——在市场上失去了榜首穆凯什•安巴尼Jio——已经暗示,虽然不会发起关税上涨,它会跟如果别人提高价格。
在接下来的拍卖,附近的旅馆预计将限制本身更新到期在900和1800兆赫波段光谱,鉴于其频谱控股通过并购近三年来虽然Jio添加更多的频谱,根据瑞士信贷(Credit Suisse)。
Jio可能购买额外的频谱看起来增加网络容量用户获得35%的市场份额和更高的流量,瑞士信贷(Credit Suisse)注意说。
即将到来的拍卖有望获得适度的反应,尽管业内专家认为投标可能在30000卢比到50000卢比的电波价值十万的3.92卢比。
即将到来的拍卖不包括光谱乐队的支持5克服务,支持人工智能等新兴技术中起关键作用,潜在的增加超过7000卢比到2035年经济。
而冠状病毒大流行带来了大多数经济部门的停止,这是深层渗透的数据和语音通话,帮助美国在封锁中一步步前进。经营企业、购买生活必需品的家庭或教育,全国13亿人口的转移,而毫不费力地在网上,由电信公司和他们的舰队地面专业人士冒着所有可能性保持网络增长。
“电信部门扮演的角色通过支持经济…它支持数字服务,办公室工作,金融服务和电子商务使得生活在封锁期间,“火车前主席R S Sharma告诉。
关税底价设置和进展5克今年试验,躲避这个行业,但有大量的行动。是该中心的频谱拍卖2251 MHz,点头或照明灯具(生产与激励)计划为通讯设备或筹资Jio平台或完成合并鼓吹和印度河塔,电信柜台发出嗡嗡声穿过。
Jio平台——印度最年轻的,但最大电信公司Jio和应用,提出了一个惊人的Rs - 1, 52056卢比的选框投资者,包括Facebook、谷歌和其他推动FDI行业至纪录高位。沃达丰想法批准融资计划的25000卢比通过股票和债券的组合,以保持公司的运转。
“当我们搬到2021年,我们希望看到一个接4 g部署了最近宣布的支持频谱拍卖为了迎合日益增长的数据流量。同时,我们希望看到一个增加关注5 g部署策略和发展India-relevant 5 g的用例,“爱立信印度尼邦萨尔说。
欧洲电信设备制造商诺基亚和爱立信已经开始制造5 g齿轮在印度和出口服务的国家已经开始。
现在运营商在这里似乎分裂的实际推出时间5 g服务将提供更快的数据传输速度和100倍带来身临其境的体验,遥控机器人手术,连接汽车,IoT-enabled现场自动化和许多其他应用程序。
“到目前为止,还没有发现重要的用例,也为即将到来的财政年度行业可能会搁置5 g和电信组件上的投资为一年。像大多数行业已经受到流感大流行的影响,投资新技术可能不是重点,“印度手机运营商协会(COAI)总干事S P Kochhar说。
最近,瑞来斯董事长穆凯什•安巴尼暗示推出5 g电信服务在2021年下半年,Jio也在开发本土5 g解决方案。
当地的政府也热衷于发展生态系统,并将价值12195卢比的安抚下PLI方案电信和网络设备。
“PLI电信部门计划是一个巨大的机会,尤其是印度球员,成为一个主要的经济和工业增长的催化剂……”,电信设备和服务出口促进委员会联合主席,Sandeep Aggarwal说。
国营电信设备制造商来有限公司已进入马恒达科技公司与IT公司合作开发本土4 g和5 g设备减少依赖外国齿轮。
在未来几个月,随着国家准备推出一个最大的疫苗项目,移动技术可能发挥重要作用在大规模预防接种COVID-19, channelising优势印度巨大的弹性和强大的通信网络,为更大的公共利益。
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By Prasoon Srivastava and Moumita Bakshi Chatterjee
New Delhi: Having narrowly escaped a financial collapse, the telecom sector<\/a> is now headed for an auction of airwaves in the next quarter, which combined with telcos' network investment compulsions and AGR<\/a> liabilities could hasten tariff hikes<\/a> in 2021.
The Indian telecom market, which once had nearly a dozen operators, has in recent years seen exit of some prominent names due to cut-throat competition and legal cases.
It may have been on its way to becoming a two-player market in 2020, but the Supreme Court agreed to give up to 10 years to telcos to clear Rs 1.47 lakh crore of past AGR (Adjusted Gross Revenue) dues. The apex court's decision this year gave a much-needed breather to struggling telecom companies that had been on a razor's edge since October 2019 when the apex court upheld the government's position on including revenue from non-core businesses in calculating the annual AGR of telcos.
The impending industry<\/a>-wide tariff hike would improve financial metrics of companies and market watchers believe that 2021 could, well, turn out to be a year of significant industry<\/a> repair.
Vodafone Idea<\/a>, which faces outstanding statutory dues of about Rs 50,000 crore, has said that nothing stops the industry from increasing prices, even as floor price discussions are on, and that it would not shy away from taking the first step in this regard. It recently undertook postpaid tariff hike, which were very limited and confined to select plans.
Rating agency Icra expects operators to dial in the next round of tariff hikes<\/a> over the next one or two quarters, amid a \"steady restoration in the pricing power back to the telcos\".
\"A glimpse of the same was witnessed in Vodafone Idea<\/a> Ltd (VIL) increasing post-paid tariffs in select circles, just a few months after the introduction of new tariff plans by Reliance Jio<\/a>,\" it said in a latest note.
Bharti Airtel<\/a> -- which has lost the number one spot in the market to Mukesh Ambani's Jio<\/a> -- has hinted that while it is not going to initiate tariff hikes, it will follow if others raise prices.
In the ensuing auctions, Airtel<\/a> is expected to restrict itself to renewing expiring spectrum across 900 and 1800 MHz bands, given its spectrum holdings through mergers and acquisitions over last three years while Jio is seen adding more spectrum, according to Credit Suisse.
Jio may purchase additional spectrum as it looks to augment its network capacity having garnered 35 per cent subscriber market share and a much higher share of traffic, the Credit Suisse note said.
The upcoming auction is expected to garner moderate response, though industry experts believe bids could be in the range of Rs 30,000 crore to Rs 50,000 crore for the radiowaves valued at around Rs 3.92 lakh crore.
The upcoming auctions won't include spectrum bands that support 5G<\/a> services, which can play a crucial role in supporting emerging technologies like AI that hold potential to add over Rs 7,000 crore to the economy by 2035.
While the coronavirus pandemic brought most sectors of the economy to a halt, it was deep penetration of inexpensive data and voice calls that helped the nation chug along during the lockdown. Be it running businesses, buying of essentials by households or education, the nation of 1.3 billion people shifted rather effortlessly online, backed by telcos and their fleet of on-ground professionals who braved all odds to keep the networks humming.
\"The telecom sector<\/a> played a stellar role by supporting the economy... it supported digital services, office work, financial services and e-commerce which kept life going during the lockdown,\" former Trai Chairman R S Sharma told .
Progress on tariff floor price setting and 5G<\/a> trials, eluded the industry this year, but there was plenty of action elsewhere. Be it the Centre's nod to auction 2,251.25 MHz of spectrum, or PLI (Production Linked Incentive) scheme tailored for communications equipment or the fund-raising by Jio Platforms or completion of merger between Bharti Infratel and Indus Towers, the telecom counter buzzed right through the year.
Jio Platforms -- that houses India's youngest but largest telecom firm Jio and apps -- raised a staggering Rs 1,52,056 crore from marquee investors, including Facebook, Google and others pushing FDI in the sector to record highs. Vodafone Idea approved fund-raising plans of up to Rs 25,000 crore through a combination of equity and debt, to keep the company afloat.
\"As we move to 2021, we expect to see a pick up in 4G deployments backed by recently announced spectrum auctions<\/a>, to cater to the growing data traffic. Also, we expect to see an increased focus on 5G deployment strategies and development of India-relevant 5G use cases,\" Ericsson India head Nitin Bansal said.
European telecom equipment makers Nokia and Ericsson have started manufacturing 5G gears in India and exporting them to countries where the service have started.
For now, though operators here seem divided on the actual roll out timelines for 5G services that will offer up to 100-times faster data speeds and usher in immersive experiences, remotely operated robotic surgeries, connected cars, IoT-enabled automation and many other applications never-seen-before.
\"So far, no significant use cases have been identified, and for the coming financial year too industries are likely to shelve their investments on 5G-enabled IT and telecom components for another year. As most industries are already affected by the pandemic, investment on new technologies may not be the priority,\" Cellular Operators' Association of India (COAI) Director General S P Kochhar said.
Recently, RIL Chairman Mukesh Ambani hinted at rolling out 5G telecom services in the second half of 2021, and Jio is also in the midst of developing indigenous 5G solutions.
The government is also keen on development of indigenous ecosystem and has earmarked Rs 12,195 crore worth of sops under PLI scheme for telecom and networking gear.
\"The PLI scheme is a big opportunity for the telecom sector, particularly Indian players, to emerge as a major catalyst for economic and industrial growth...,\" Telecom Equipment and Services Export Promotion Council Co-Chairman, Sandeep Aggarwal, said.
State-run telecom equipment maker ITI Ltd has entered into a partnership with IT company Tech Mahindra to develop indigenous 4G and 5G equipment to reduce dependence on foreign gears.
And in the coming months, as the country gets ready to roll out one of the largest vaccine programmes, mobile technology may play a critical role in mass inoculation against COVID-19, channelising strengths of India's vast, resilient and robust communications network, for greater public good.<\/p><\/body>","next_sibling":[{"msid":79855047,"title":"Tata Tele Business launches cloud communication solution for enterprises","entity_type":"ARTICLE","link":"\/news\/tata-tele-business-launches-cloud-communication-solution-for-enterprises\/79855047","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[{"msid":"79855960","title":"telecom","entity_type":"IMAGES","seopath":"telecomnews\/2021-to-ring-in-spectrum-auctions-potential-tariff-hikes-for-telecom-sector\/telecom","category_name":"2021 to ring in spectrum auctions, potential tariff hikes for telecom sector","synopsis":"The IT\/Telecom work profile also witnessed a huge surge in demand in November 2020, rising from negative 2% in October 2020 to 5% in November 2020, followed by Accounting & (4%), and Front Office\/Administration (2%). ","thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-84889\/79855960.cms?width=150&height=112","link":"\/image\/2021-to-ring-in-spectrum-auctions-potential-tariff-hikes-for-telecom-sector\/telecom\/79855960"}],"msid":79855819,"entity_type":"ARTICLE","title":"2021 to ring in spectrum auctions, potential tariff hikes for telecom sector","synopsis":"Having narrowly escaped a financial collapse, the telecom sector is now headed for an auction of airwaves in the next quarter, which combined with telcos' network investment compulsions and AGR liabilities could hasten tariff hikes in 2021. ","titleseo":"telecomnews\/2021-to-ring-in-spectrum-auctions-potential-tariff-hikes-for-telecom-sector","status":"ACTIVE","authors":[],"analytics":{"comments":0,"views":2476,"shares":0,"engagementtimems":12188000},"Alttitle":{"minfo":""},"artag":"PTI","artdate":"2020-12-22 15:06:13","lastupd":"2020-12-22 15:10:38","breadcrumbTags":["spectrum auctions","Tariff hikes","AGR","Jio","Airtel","Vodafone Idea","5G","Industry","telecom sector","telecom news"],"secinfo":{"seolocation":"telecomnews\/2021-to-ring-in-spectrum-auctions-potential-tariff-hikes-for-telecom-sector"}}" data-news_link="//www.iser-br.com/news/2021-to-ring-in-spectrum-auctions-potential-tariff-hikes-for-telecom-sector/79855819">
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