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频谱拍卖:Airtel、沃达丰、Idea的健康参与可能会对抗Reliance Jio
上个月,联合内阁批准了可能在9月初进行的印度最大的频谱拍卖,其中政府计划拍卖4G频段(700 Mhz, 800 Mhz, 1800 Mhz, 2300 Mhz和2500 Mhz频段)和2100 Mhz 3G频段的超过2200 Mhz的无线电波。
上个月,联合内阁批准了可能在9月初进行的印度最大的频谱拍卖,其中政府计划拍卖4G频段(700 Mhz, 800 Mhz, 1800 Mhz, 2300 Mhz和2500 Mhz频段)和2100 Mhz 3G频段的超过2200 Mhz的无线电波。
然而,Srinivasan表示,他预计对令人垂涎的700 MHz频段中过高的4G电波的竞标将是“极其挑剔的”,因为他预计电信公司将选择1800 MHz频段中“更便宜的”电波来填补4G空白。
Crisil说:“我们看到700兆赫频段中被拍卖的频谱不超过10%。”该机构表示,预计将通过更便宜的1800兆赫频段来填补领导层的4G漏洞。 Srinivasan, however, said that he expects bidding for exorbitant 4G airwaves in the coveted 700 MHz band to be \"extremely selective\" as he expects telecom firms to opt for \"less pricey\" airwaves in the 1800 MHz band to plug 4G gaps.<\/p> \"We see not more than 10% of the spectrum in the 700 MHz band put up for auction being sold,\" Crisil said. The agency said that it expects to plug 4G holes in leadership circles through less expensive 1800 MHz airwaves.
Crisil, however, said it expects telecom operators to lap up nearly half of the spectrum auctioned in the 1800 MHz and 2100 MHz bands, and buy nearly the entire quantum of airwaves auctioned in the 800 MHz and 900 MHz bands.
The agency said it foresees limited bidding interest for airwaves in the 2300 MHz and 2500 MHz bands due to coverage limitations and lack of a mature devices ecosystem in case of the latter. According to Crisil, the initial outgo towards spectrum acquisition in the current fiscal will be Rs 37,000 crore, which is lower than the budgetary estimates of about Rs 56,000 crore.