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They, though, expect India’s top two telcos to report much higher mobile data usage growth levels – upwards of 20% - a year down the road by when the overall penetration of 5G SIMs (read: 5G mobile connections<\/a>) is slated to jump three-fold.
Analysts estimate the overall countrywide penetration of 5G SIMs to rise from sub-5% now to at least 15% in the next 12 months. This, coupled with the fact that 5G mobile users consume more than double the amount of data consumed by 4G users, suggests that India’s 5G operators will see a surge in mobile data usage levels, they said.
“Amid their rapid 5G rollouts, Jio and Airtel are likely to see exponential growth (easily over 20%) in mobile data usage levels a year down the line, by when the overall penetration of 5G SIMs is also estimated to jump three-fold, coupled with the fact that data consumption levels of 5G users is already almost 2.5 times of 4G users,” Rohan Dhamija<\/a>, head (India & Middle East) at Analysys Mason<\/a>, told ET.
At press time, Jio and Airtel did not reply to ET’s queries.
According to company data, Jio’s monthly data usage per customer rose around 4% from 22.2 GB (in end-September 2022) to 23.1 GB in end-March 2023. Airtel reports earnings numbers for the March quarter later this month, but BNP Paribas<\/a> estimates the Sunil Mittal-led telco could report around 2.7% growth in monthly data usage per customer to 21.3 GB in the quarter ended March from 20.75 GB reported in end-September, FY23. Airtel launched 5G services last October.
Analysts, in fact, estimate Jio and Airtel’s monthly data usage per customer to have risen by another 1% by end-April at current 5G SIM penetration levels and the higher data consumption levels of 5G users.
“Adoption of 5G services has led to higher data usage for Jio in Q4FY23, although the phenomenon was also aided by growth of FTTH (fiber-to-the-home) subs who also use higher data quantities,” ICICI Securities said.
Jio and Airtel have already rolled out 5G services in more than 3,630 and 3,500 cities\/towns, respectively. Airtel is targeting to launch 5G services in all urban areas by September 2023, while Jio expects to do that by the end of this month. Both companies are targeting pan-India 5G rollouts by December.
Experts say Jio and Airtel’s countrywide 5G push is aimed at cornering a higher chunk of customer market and wallet share even as India’s broadband speeds and home broadband penetration continue to improve. Cash-strapped Vodafone Idea (Vi) has not yet announced its 5G rollout timelines.
Earlier in March, Airtel had matched Jio by launching an unlimited 5G data offer to all its postpaid customers as well as prepaid ones on data plans of Rs 239 and above.
Analysts at Crisil, though, recently estimated only a third of India’s data users would go 5G by March 2025 while the rest would continue using 4G for another two years, given the high cost of 5G devices and low near-term value proposition.
Sector experts also believe rising competitive intensity around 5G services could cut pricing power as India’s top-two telcos may not immediately be able to monetise the next-gen broadband service by charging a premium.
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Jio Airtel 10月,2022 - 2023年3月- 4月,数据使用上升5 g的发布
不过,他们预计印度的两大电信公司报告更高的向上移动数据使用增长水平——20%——一年的,整体的渗透5克西姆斯(阅读:5 g移动连接)将跳三倍。
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不过,他们预计印度的两大电信公司报告更高的向上移动数据使用增长水平——20%——一年的,整体的渗透5克西姆斯(阅读:5 g移动连接)将跳三倍。
分析师估计的总体全国渗透5克西姆斯从子——现在的5%上升到至少15%在接下来的12个月。这一点,再加上这一事实5 g移动用户使用的数据量的两倍多了4 g用户,表明印度的5 g运营商将移动数据使用水平激增,他们说。
“在他们快速5 g糊涂事,Jio和Airtel可能会看到指数增长(轻松超过20%)在移动数据使用一年的水平,当5克西姆斯的整体普及率也估计跳3倍,再加上这一事实数据5 g用户的消费水平已经近2.5倍的4 g用户,”Rohan Dhamija(印度和中东)负责人Analysys Mason告诉等。
截至记者发稿时,Jio Airtel没有回复等的查询。
公司数据显示,Jio每客户增长约4%的月度数据使用22.2 GB(截至2022年)在2023年截止到23.1 GB。Airtel本月晚些时候报道3月季度收益数字,但是法国巴黎银行(BNP Paribas)估计,苏尼尔Mittal-led电信可以在月度报告2.7%左右增长每客户数据使用21.3 GB截至3月从20.75 GB的季度报告在9月末,FY23。Airtel去年10月推出了5 g服务。
事实上,分析师估计Jio Airtel的月度数据每个客户的使用量上升了1%,制定当前的5 g SIM渗透水平和更高的数据5 g用户的消费水平。
“采用5 g服务导致更高的数据使用Jio Q4FY23,尽管这种现象也得益于FTTH的发展(光纤到户)潜艇也使用更高的数据量,”印度工业信贷投资银行证券表示。
Jio和旅馆已经推出了5 g服务超过3630年和3500年城市/城镇,分别。Airtel目标是推出5 g 2023年9月,在所有城市的服务而Jio预计本月月底。两家公司都针对pan-India 5 g在12月推出。
专家说Jio和Airtel全国5 g推动旨在转弯更高的客户市场和钱包份额即使印度的宽带速度和家庭宽带普及率继续改善。现金拮据的沃达丰的想法(Vi)尚未宣布5 g推出时间表。
3月早些时候,Airtel匹配Jio推出无限5 g数据提供所有的邮资已付的客户以及预付的Rs 239以上的数据计划。
Crisil的分析师,最近估计只有三分之一的印度的用户会5 g的数据2025年3月,其余的则会继续使用4 g为另一个两年,鉴于5 g设备的高成本和低短期价值主张。
行业专家也相信竞争强度上升5 g服务可以减少定价能力随着印度最两电信公司可能不会立刻能够货币化的下一代宽带服务收取溢价。
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