Kolkata: The government’s projection of getting almost Rs 54,000 crore ($7.4 billion) in revenue from the telecom sector in FY22 does not include proceeds from a 5G spectrum auction<\/a> because no decision has been taken on holding such a sale. 加尔各答:政府的投影得到近54000卢比(74亿美元)的收入从电信业FY22不包括所得5 g频谱拍卖因为尚未做出任何决定持有这样一个出售。 Kolkata: The government’s projection of getting almost Rs 54,000 crore ($7.4 billion) in revenue from the telecom sector in FY22 does not include proceeds from a 5G spectrum auction<\/a> because no decision has been taken on holding such a sale.
The amount includes nearly Rs 14,000 crore as the first instalment of adjusted gross revenue (AGR) dues payable by telcos, senior officials said.
“Present telecom revenue estimates don’t include a 5G<\/a> auction as a decision on the same has not been taken… once it’s taken, these estimates can always be revised upwards,” a senior government official told ET.
Analysts said the estimate of receipts from the communications sector suggests a 5G spectrum auction<\/a> may not be held in the year through March 2022, and if it does, it would likely be at sharply reduced prices. Such a move would be positive for Bharti Airtel<\/a> and Vodafone Idea<\/a>, which have asked for a delayed 5G spectrum sale at reduced reserve prices.
“A potential 5G spectrum auction does not seem to have been included in the budgeted communication services receipts for FY22 as there is no clarity on the timing of the sale,” said Kunal Vora, senior telecom analyst at BNP Paribas.
He expects the government’s estimated FY22 collections from communications to include mop-up of AGR dues and the collection of regular licence fees and spectrum usage charges.
The telecom department plans to sell 2,250 units of 4G airwaves across seven bands from March 1, worth Rs 3.92 lakh crore at the base price.
Airtel is expected to pay Rs 3,900-4,000 crore and Vodafone Idea Rs 7,500-8,000 crore towards the first instalment of their AGR dues, depending on the interest rate, according to analysts. The remainder needs to be paid by Tata Teleservices<\/a>.
<\/p>Read also<\/h4>
![](\"\/\/www.iser-br.com\/Themes\/Release\/images\/responsive\/ettelecom-default.jpg\")
<\/a><\/figure>Redressal of RoW policy, backhaul constraints, industry debt to realise India's 5G ambition: Deloitte<\/a><\/h5><\/div>
<\/a><\/figure>Divergent views: Jio says 5G ready, COAI says industry not ready yet<\/a><\/h5><\/div>
<\/a><\/figure>Government eases 5G path by reducing notice period to 6 months for rolling out new tech by telcos<\/a><\/h5><\/div>
<\/a><\/figure>5G roll out 'soon' in India, mass adoption could still be years away<\/a><\/h5><\/div><\/div><\/div>
According to Jefferies<\/a>, the government’s estimated receipts of $7.4 billion in FY22 comprise of $2.5 billion as upfront spectrum payments, $2 billion as licence fees collections, $900 million towards SUC and $1.9 billion as AGR-related payments.
Jefferies said the inclusion of about $2.5 billion as upfront spectrum payments in the next fiscal year implies a follow-up auction of airwaves worth about $5 billion.
“Either a 5G spectrum auction will not take place in FY22 or the price of 5G spectrum would be lowered in future, or else, operators would bid for spectrum only in a few circles” if 5G airwaves are at all auctioned, Jefferies said.
This is because a 100-unit pan-India block of airwaves in the 3.3-3.6 GHz bands – required for an effective 5G rollout – alone would cost about $7 billion (Rs 50,000 crore) at the base price recommended by the regulator, which is well above the government’s revenue expectation from a spectrum sale in FY22.
Upfront spectrum payments for higher bands typically require 50% of the bid amounts to be made initially.
Bharti Airtel has repeatedly said it can’t afford 5G airwaves in the 3.5 GHz band at a base price of Rs 492 crore for a 20 MHz unit. The telco claims there is no business case at this price, especially with 5G apps and the device ecosystem still at a nascent stage.
<\/body>","next_sibling":[{"msid":80661161,"title":"View: Ericsson's China gains heighten blowback risks","entity_type":"ARTICLE","link":"\/news\/view-ericssons-china-gains-heighten-blowback-risks\/80661161","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[{"msid":"72370179","title":"India's 5G journey: Where does the telecom industry stand?","entity_type":"PHOTOGALLERYSLIDESHOWSECTION","seopath":"slide-shows\/indias-5g-journey-where-does-the-telecom-industry-stand","category_name":"Slide-Shows","synopsis":"ETT brings to you a slideshow on 5G's journey in India so far.","thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-30049\/72370179.cms?width=150&height=112","link":"\/slide-shows\/indias-5g-journey-where-does-the-telecom-industry-stand\/72370179"}],"msid":80661235,"entity_type":"ARTICLE","title":"Numbers show 5G sales unlikely in FY22","synopsis":"\u201cPresent telecom revenue estimates don\u2019t include a 5G auction as a decision on the same has not been taken\u2026 once it\u2019s taken, these estimates can always be revised upwards,\u201d a senior government official told ET.","titleseo":"telecomnews\/numbers-show-5g-sales-unlikely-in-fy22","status":"ACTIVE","authors":[{"author_name":"Kalyan Parbat","author_link":"\/author\/4437\/kalyan-parbat","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/4437.cms?width=100&height=100&hid=268","author_additional":{"thumbsize":true,"msid":4437,"author_name":"Kalyan Parbat","author_seo_name":"kalyan-parbat","designation":"Assistant Telecom Editor at the Level of Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":1746,"shares":0,"engagementtimems":8169000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2021-02-03 08:30:52","lastupd":"2021-02-03 08:30:52","breadcrumbTags":["spectrum auction","5G spectrum auction","tata teleservices","5G","Jefferies","Vodafone Idea","bharti airtel","reliance jio","policy","telecom news"],"secinfo":{"seolocation":"telecomnews\/numbers-show-5g-sales-unlikely-in-fy22"}}" data-authors="[" kalyan parbat"]" data-category-name="" data-category_id="" data-date="2021-02-03" data-index="article_1">
包括数量近14000卢比作为第一期的调整后的总收益(AGR)会费支付由电信公司,高级官员说。
“现在电信收入估计不包括5克拍卖作为一种决定相同的没有了…一旦它,这些估计总是可以向上修正,”一位高级政府官员告诉等。
“潜在的5 g频谱拍卖似乎并没有被包括在预算为FY22通信服务收入上没有清晰的时机出售,“说Kunal Vora资深电信分析师法国巴黎银行(BNP Paribas)。
他预计政府的估计FY22集合通信包括扫荡的AGR会费和定期的收集许可证费用和频谱使用费用。
电信部门计划出售2250辆4 g无线电波的七个乐队从3月1日在底价价值十万的3.92卢比。
Airtel预计将支付3900 - 4000卢比和沃达丰的想法对第一期7500 - 8000卢比的AGR会费,取决于利率,分析师表示。其余需要支付的塔塔电信业务。
读也
根据Jefferies,政府的估计收入74亿美元的FY22组成前期频段支付的25亿美元,20亿美元许可费集合,对往下9亿美元,19亿美元AGR-related支付。
Jefferies说包含约25亿美元的前期频谱支付在下个财政年度意味着后续拍卖电波价值约50亿美元。
“要么5 g频谱拍卖的价格不会发生在FY22或5 g频谱在未来将会降低,否则,运营商将竞购频谱只在几圈”如果5 g频谱拍卖,Jefferies说。
这是因为100单位pan-India块3.3 - -3.6 GHz频段的电波,仅需要一个有效的5 g推出——将耗资约70亿美元(50000卢比)底部价格推荐的监管机构,这是远高于政府的收入期望从光谱在FY22销售。
前期频谱支付更高的乐队通常需要报价数量是由最初的50%。
Bharti Airtel一再表示,负担不起5 g电波在3.5 GHz乐队492卢比的底价20 MHz的单位。电信声称没有商业案例在这个价格,尤其是5 g应用程序和设备生态系统仍处于萌芽阶段。
The amount includes nearly Rs 14,000 crore as the first instalment of adjusted gross revenue (AGR) dues payable by telcos, senior officials said.
“Present telecom revenue estimates don’t include a 5G<\/a> auction as a decision on the same has not been taken… once it’s taken, these estimates can always be revised upwards,” a senior government official told ET.
Analysts said the estimate of receipts from the communications sector suggests a 5G spectrum auction<\/a> may not be held in the year through March 2022, and if it does, it would likely be at sharply reduced prices. Such a move would be positive for Bharti Airtel<\/a> and Vodafone Idea<\/a>, which have asked for a delayed 5G spectrum sale at reduced reserve prices.
“A potential 5G spectrum auction does not seem to have been included in the budgeted communication services receipts for FY22 as there is no clarity on the timing of the sale,” said Kunal Vora, senior telecom analyst at BNP Paribas.
He expects the government’s estimated FY22 collections from communications to include mop-up of AGR dues and the collection of regular licence fees and spectrum usage charges.
The telecom department plans to sell 2,250 units of 4G airwaves across seven bands from March 1, worth Rs 3.92 lakh crore at the base price.
Airtel is expected to pay Rs 3,900-4,000 crore and Vodafone Idea Rs 7,500-8,000 crore towards the first instalment of their AGR dues, depending on the interest rate, according to analysts. The remainder needs to be paid by Tata Teleservices<\/a>.
<\/p>Read also<\/h4>
<\/a><\/figure>Redressal of RoW policy, backhaul constraints, industry debt to realise India's 5G ambition: Deloitte<\/a><\/h5><\/div>
<\/a><\/figure>Divergent views: Jio says 5G ready, COAI says industry not ready yet<\/a><\/h5><\/div>
<\/a><\/figure>Government eases 5G path by reducing notice period to 6 months for rolling out new tech by telcos<\/a><\/h5><\/div>
<\/a><\/figure>5G roll out 'soon' in India, mass adoption could still be years away<\/a><\/h5><\/div><\/div><\/div>
According to Jefferies<\/a>, the government’s estimated receipts of $7.4 billion in FY22 comprise of $2.5 billion as upfront spectrum payments, $2 billion as licence fees collections, $900 million towards SUC and $1.9 billion as AGR-related payments.
Jefferies said the inclusion of about $2.5 billion as upfront spectrum payments in the next fiscal year implies a follow-up auction of airwaves worth about $5 billion.
“Either a 5G spectrum auction will not take place in FY22 or the price of 5G spectrum would be lowered in future, or else, operators would bid for spectrum only in a few circles” if 5G airwaves are at all auctioned, Jefferies said.
This is because a 100-unit pan-India block of airwaves in the 3.3-3.6 GHz bands – required for an effective 5G rollout – alone would cost about $7 billion (Rs 50,000 crore) at the base price recommended by the regulator, which is well above the government’s revenue expectation from a spectrum sale in FY22.
Upfront spectrum payments for higher bands typically require 50% of the bid amounts to be made initially.
Bharti Airtel has repeatedly said it can’t afford 5G airwaves in the 3.5 GHz band at a base price of Rs 492 crore for a 20 MHz unit. The telco claims there is no business case at this price, especially with 5G apps and the device ecosystem still at a nascent stage.
<\/body>","next_sibling":[{"msid":80661161,"title":"View: Ericsson's China gains heighten blowback risks","entity_type":"ARTICLE","link":"\/news\/view-ericssons-china-gains-heighten-blowback-risks\/80661161","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[{"msid":"72370179","title":"India's 5G journey: Where does the telecom industry stand?","entity_type":"PHOTOGALLERYSLIDESHOWSECTION","seopath":"slide-shows\/indias-5g-journey-where-does-the-telecom-industry-stand","category_name":"Slide-Shows","synopsis":"ETT brings to you a slideshow on 5G's journey in India so far.","thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-30049\/72370179.cms?width=150&height=112","link":"\/slide-shows\/indias-5g-journey-where-does-the-telecom-industry-stand\/72370179"}],"msid":80661235,"entity_type":"ARTICLE","title":"Numbers show 5G sales unlikely in FY22","synopsis":"\u201cPresent telecom revenue estimates don\u2019t include a 5G auction as a decision on the same has not been taken\u2026 once it\u2019s taken, these estimates can always be revised upwards,\u201d a senior government official told ET.","titleseo":"telecomnews\/numbers-show-5g-sales-unlikely-in-fy22","status":"ACTIVE","authors":[{"author_name":"Kalyan Parbat","author_link":"\/author\/4437\/kalyan-parbat","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/4437.cms?width=100&height=100&hid=268","author_additional":{"thumbsize":true,"msid":4437,"author_name":"Kalyan Parbat","author_seo_name":"kalyan-parbat","designation":"Assistant Telecom Editor at the Level of Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":1746,"shares":0,"engagementtimems":8169000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2021-02-03 08:30:52","lastupd":"2021-02-03 08:30:52","breadcrumbTags":["spectrum auction","5G spectrum auction","tata teleservices","5G","Jefferies","Vodafone Idea","bharti airtel","reliance jio","policy","telecom news"],"secinfo":{"seolocation":"telecomnews\/numbers-show-5g-sales-unlikely-in-fy22"}}" data-news_link="//www.iser-br.com/news/numbers-show-5g-sales-unlikely-in-fy22/80661235">
读到
评论
现在评论 阅读评论(1)所有评论
找到这个评论进攻?
下面选择你的理由并单击submit按钮。这将提醒我们的版主采取行动