独家
将数据需求引发的低价格和费率会上升吗?
数据消费激增引发了价格螺旋式下跌信实Jio入境后的2016年9月免费语音通话和非常便宜的关税。
新德里:印度人前所未有的连接到互联网。数据消费大怒和高速互联网的需求有增无减。但印度多长时间继续在世界上最低关税数据与印度电信公司讨论中需要提高关税增加了财务的压力吗?
Bharti Airtel和沃达丰的想法已经最近调整一些预付邮资已付的计划推高用户支付计划。
印度电信管理机构(火车)然而把印度的平均数据价格在Rs.10.77 / / 2021年1 GB,下降了超过93%来自Rs160 /每2016年10 GB。
研究报告由Motilal Oswal说:“虽然上调关税是备受期待的实现盈利的部门,大市场份额获得机会可能实际上意味着收益相当于19%的关税上调息税前利润增长的机会。”报告说在Vi的生存担忧,Jio Airtel可以获得不成比例
数据消费激增引发了价格螺旋式下跌后的进入依赖Jio2016年9月免费语音通话和非常便宜的关税。
激烈的竞争成为一个福音为移动用户现在可以上网,看电影和听音乐,而不用担心数据的指控。但是,这带来了一个电信中断行业现在剩下三家私人球员加上一个事业单位。这三个私人,一个球员沃达丰的想法是为生存而挣扎。
每月每用户/数据总消费量增加了1303%在10 - 2016 - 878.63 mb 12.33 GB 2021年1,CAGR为70%左右,根据数据从火车。
4 g用户的数量在印度有望达到7.35亿年底2021财政年度,数据显示Crisil的研究。站在4 g的用户数量只有800万在2016年财政年度。
但Jio条目引发大面积中断。印度电信市场,曾经吹嘘的12个球员,即将成为一个双头垄断。
“八电信运营商在市场较低的ARPU像印度从来不讲道理。所以Jio导致整合的入口,现在我们有3个+一个算子的结构。如果你看任何发达的电信市场——新加坡、中东、欧洲或者美国,总是三个+一个电信的球员。所有四个运营商,反映国家成熟的电信市场是一个更优的竞争结构,“董事合伙人& Rohan Dhamija头——Analysys Mason中东和印度。
# ETIMC:印度的互联网接入速度,最实惠的空间利益不应该妥协,Jio的欧门马修说
“今天在印度,60%的人口是在网上。大约有8亿人,250%的增益Jio效应在过去六年了。互联网在印度仍然是世界上最便宜,”马修欧门,总统,依赖Jio Infocomm说在印度移动会议——2021年,由ETTelecom组织。乐动娱乐招聘
但是最低定价结合需要保持投资增长4 g网络被迫退出,导致破产,并导致沃达丰印度和想法细胞合并成一个实体。
但沃达丰想法(Vi)现在正面临着一个巨大的债务1.9卢比,只要其中一个惊人的1.6十万的卢比的必须向政府支付。它从未公布合并以来利润。
其延迟谱会费站在96270卢比,AGR费在58400卢比,23080卢比的银行债务。行业,尤其是Vi,一直要求政府支持渡过这场危机。它一直无法筹集资金25000卢比一年以来,分析师怀疑任何投资者愿意基金Vi看着它的财务状况。
Vi再次提出审查申请后在最高法院驳回其请求修改调整调整总收入(AGR)。
在这样的背景下,Bharti Airtel和沃达丰的想法一直重申需要价格上涨。分析人士说,这是一个时间问题要求消费者支付更多的使用数据。
电信公司的要求地板价格没有火车进入行动。
前进:关注用户2 g
印度电信市场还有很大的增长空间。多达300 - 400对2 g服务用户和电信公司试图升级他们更高的支付4 g服务。
印度有8.5亿手机用户,其中智能手机用户约5.5亿,其余3亿功能手机用户。
未来电信战争可能会看到Bharti Airtel Jio依赖平等而战
Airtel是信实Jio受到竞争的热量带到2016年印度电信空间。大约2019年12月的季度,Bharti Airtel设置在一个路径打开表Jio的依赖。公司没有回头。
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<\/figure>NEW DELHI: Indians are hooked to the internet like never before. The data consumption has hit the roof and the demand for high speed internet continues unabated. But how long will India continue to have amongst the lowest data tariffs in the world with Indian telcos talking about the need for tariff increases amidst increased pressure on financials?
Bharti Airtel and Vodafone Idea have already recently tweaked some prepaid and postpaid plans to push users to higher paying plans.
Telecom Regulatory Authority of India (Trai) data however puts India\u2019s average data price at Rs.10.77\/per GB in January-March 2021, down by over 93% from Rs160\/per GB in October-December 2016.
<\/div><\/div>However, the actual realisation per GB for telcos is much lower, according to people tracking the sector.
A research note by Motilal Oswal says, \u201cWhile a tariff hike is keenly awaited to achieve profitability in the sector, the big market share gain opportunity could effectively imply gains equivalent to a 19% tariff hike on the EBITDA growth opportunity.\u201d The note said amid the concerns over Vi\u2019s survival, Jio and Airtel could gain disproportionately
The data consumption surge was triggered with prices spiraling down after the entry of Reliance Jio<\/a> in September 2016 with free voice calls and dirt-cheap tariffs.
The intensified competition became a boon for mobile users who could now surf the internet, watch movies and listen to music without worrying about data charges. But, this brought in a disruption in the telecom industry<\/a> which is now left to three private players plus a PSU. And out of these three private, one player Vodafone Idea is struggling to survive.
The total data consumption per user\/per month increased by over 1303% from 878.63MB in October-December 2016 to 12.33 GB in January-March 2021, at a CAGR of around 70%, according to the data from TRAI.
The number of 4G users in India is expected to reach 735 million by the end of fiscal year 2021, according to data from Crisil Research. The number of 4G users stood at only 8 million in FY 2016.
A research note by Motilal Oswal says, \u201cWhile a tariff hike is keenly awaited to achieve profitability in the sector, the big market share gain opportunity could effectively imply gains equivalent to a 19% tariff hike on the EBITDA growth opportunity.\u201d The note said amid the concerns over Vi\u2019s survival, Jio and Airtel could gain disproportionately
The data consumption surge was triggered with prices spiraling down after the entry of Reliance Jio<\/a> in September 2016 with free voice calls and dirt-cheap tariffs.
The intensified competition became a boon for mobile users who could now surf the internet, watch movies and listen to music without worrying about data charges. But, this brought in a disruption in the telecom industry<\/a> which is now left to three private players plus a PSU. And out of these three private, one player Vodafone Idea is struggling to survive.
The total data consumption per user\/per month increased by over 1303% from 878.63MB in October-December 2016 to 12.33 GB in January-March 2021, at a CAGR of around 70%, according to the data from TRAI.
The number of 4G users in India is expected to reach 735 million by the end of fiscal year 2021, according to data from Crisil Research. The number of 4G users stood at only 8 million in FY 2016.
<\/div><\/div>Currently, Reliance Jio leads the telecom market with 36.98% market share of the wireless telecom market, followed by Bharti Airtel at 29.82% and Vodafone India at 23.15%, as per TRAI figures at the end of June 2021.
But Jio\u2019s entry triggered widespread disruption in the sector. The Indian telecom market, which once boasted of 12 players, is on the verge of becoming a duopoly.
\u201cEight telecom operators in a low ARPU market like India never made sense. So the entry of Jio led to a consolidation and now we have three plus one operator structure. If you look at any developed telecom market - be it Singapore, Middle East, Europe or America, it is always three plus one telecom player. All four operators, reflective of countries with mature telecoms markets to be a more optimal competitive structure,\u201d Rohan Dhamija, Managing Partner & Director Head - Middle East & India Analysys Mason.
But Jio\u2019s entry triggered widespread disruption in the sector. The Indian telecom market, which once boasted of 12 players, is on the verge of becoming a duopoly.
\u201cEight telecom operators in a low ARPU market like India never made sense. So the entry of Jio led to a consolidation and now we have three plus one operator structure. If you look at any developed telecom market - be it Singapore, Middle East, Europe or America, it is always three plus one telecom player. All four operators, reflective of countries with mature telecoms markets to be a more optimal competitive structure,\u201d Rohan Dhamija, Managing Partner & Director Head - Middle East & India Analysys Mason.