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电信运营商可以为4 g日志需求上升,由第二季度数据
电信公司已经看到数据消费增长和下降近几个季度新增用户数量急剧下降,4 g。业内专家把这种现象归咎于由运营商去年11月关税大幅上涨,降低了智能手机的可用性,继续芯片短缺和JioPhone下无法激起大规模的2 g 4 g转换以当前价格。
印度的电信运营商可能会扭转近期疲弱的数据消费增长放缓的趋势4 g用户添加到今年9月季度,分析师和业内高管说。的芯片短缺有望缓解,促使智能手机销量。
一个更便宜JioPhone下- - - - - -依赖JioInfocomm预算4 g智能手机开发谷歌预期在未来几个月还将加快智能手机转换到4 g从2 g和提高数据使用,他们说。
的电信公司看到数据消费增长和下降近几个季度新增用户数量急剧下降,4 g。业内专家把这种现象归咎于由运营商去年11月关税大幅上涨,降低了智能手机的可用性,继续芯片短缺和JioPhone下无法激起大规模的2 g 4 g转换以当前价格。
行业高管表示,这种情况加剧了低收入4 g的近1900万用户Jio过去两个季度的起重pandemic-induced封锁,也减少消费数据。
社交网络公司Facebook(最近更名为元平台在印度)也表示,其用户增长——其最大的市场——“减速”在2021年最后一个季度,影响定价更高的移动数据。
不过,分析师表示,持续放缓,4 g用户添加和减少数据使用只是一个暂时的现象,经济复苏都成绩预计将在2022年第二季度- 23所示。
“移动数据关税在印度仍在世界上最低甚至去年11月加息后,和一个可以期待Q2 FY23芯片来缓解短缺问题,这将推动智能手机可用性和恢复数据消费,”罗翰Dhamija,(印度和中东)主管Analysys Mason,告诉等。
Dhamija说,他预计2的司机旁边是一个很大的JioPhone g-to-4g从季度智能手机转换如果设备变得更加负担得起的。
分析师也预计数据消费和4 g用户增加了获得提振如果Vi总结其延迟3月筹集资金,表明电信的管理。在这种情况下,它能够提高4 g资本支出花费更多的2 g用户转换为4 g,也可能使恢复总体数据使用和4 g用户添加在行业层面上,他们说。
电信数据,显示顺序增长Jio每个用户的数据使用从高17.3%,4 - 6月当季的FY22 10 4.5%。
Bharti Airtel的月度环比增长数据使用每个用户也同样低迷,从12%以上4 - 6月季度的0.7%和12月季度估计一直沉默。六世的每用户数据使用12月季度下降了5.5%,6月季度连续增长了14%。
移动运营商也看到下降或放缓的步伐4 g用户添加数据。Jio的4 g用户群——6月季度跃升到1400万年——从4.4亿年的2021年第一季度坠毁- 22到4.21亿年12月当季low-ARPU后(每用户平均收入)清理。
Bharti Airtel的4 g用户增加的速度也已失去了一些蒸汽,将从去年的3月季度超过1300万到850万年第三季度。法国巴黎银行估计,电信12月季度增加了750万用户。
Vi的4 g用户添加下跌9月季度超过300万在10 -一百万。
“低4 g用户添加数据消费增长和放缓引发了2021年11月的混合关税上涨,柔和的智能手机销量在芯片短缺,也因为JioPhone下设备尚未激励2 g-to-4g转换,“Nitin索尼说,高级主管全球评级机构惠誉(企业)。
然而,分析师说Jio Airtel每用户当前的数据使用,18日至19日GB每月仍远高于平均10 - 14 GB每月使用关键印尼等东南亚市场,马来西亚和新加坡,所以,一些适度是不可避免的。
JioPhone下,去年排灯节,现在可以提前支付2500卢比(包括Rs 501手续费)的应付余额每月超过18和24个月分期付款。但是如果没有分期付款购买,设备的价格是6499卢比。
一个更便宜JioPhone下- - - - - -依赖JioInfocomm预算4 g智能手机开发谷歌预期在未来几个月还将加快智能手机转换到4 g从2 g和提高数据使用,他们说。
的电信公司看到数据消费增长和下降近几个季度新增用户数量急剧下降,4 g。业内专家把这种现象归咎于由运营商去年11月关税大幅上涨,降低了智能手机的可用性,继续芯片短缺和JioPhone下无法激起大规模的2 g 4 g转换以当前价格。
社交网络公司Facebook(最近更名为元平台在印度)也表示,其用户增长——其最大的市场——“减速”在2021年最后一个季度,影响定价更高的移动数据。
不过,分析师表示,持续放缓,4 g用户添加和减少数据使用只是一个暂时的现象,经济复苏都成绩预计将在2022年第二季度- 23所示。
“移动数据关税在印度仍在世界上最低甚至去年11月加息后,和一个可以期待Q2 FY23芯片来缓解短缺问题,这将推动智能手机可用性和恢复数据消费,”罗翰Dhamija,(印度和中东)主管Analysys Mason,告诉等。
Dhamija说,他预计2的司机旁边是一个很大的JioPhone g-to-4g从季度智能手机转换如果设备变得更加负担得起的。
分析师也预计数据消费和4 g用户增加了获得提振如果Vi总结其延迟3月筹集资金,表明电信的管理。在这种情况下,它能够提高4 g资本支出花费更多的2 g用户转换为4 g,也可能使恢复总体数据使用和4 g用户添加在行业层面上,他们说。
Bharti Airtel的月度环比增长数据使用每个用户也同样低迷,从12%以上4 - 6月季度的0.7%和12月季度估计一直沉默。六世的每用户数据使用12月季度下降了5.5%,6月季度连续增长了14%。
移动运营商也看到下降或放缓的步伐4 g用户添加数据。Jio的4 g用户群——6月季度跃升到1400万年——从4.4亿年的2021年第一季度坠毁- 22到4.21亿年12月当季low-ARPU后(每用户平均收入)清理。
谷歌协议帮助Airtel推4 g
经纪摩根大通(JP Morgan)说的重点领域之一Bharti的与谷歌合作是加快智能手机访问通过提供超市夜未眠和激励,这可以帮助电信“提高arpu客户从功能手机到智能手机,从而加速4 g升级”。ARPU是一个电信公司的关键性能指标。
Vi的4 g用户添加下跌9月季度超过300万在10 -一百万。
“低4 g用户添加数据消费增长和放缓引发了2021年11月的混合关税上涨,柔和的智能手机销量在芯片短缺,也因为JioPhone下设备尚未激励2 g-to-4g转换,“Nitin索尼说,高级主管全球评级机构惠誉(企业)。
然而,分析师说Jio Airtel每用户当前的数据使用,18日至19日GB每月仍远高于平均10 - 14 GB每月使用关键印尼等东南亚市场,马来西亚和新加坡,所以,一些适度是不可避免的。
JioPhone下,去年排灯节,现在可以提前支付2500卢比(包括Rs 501手续费)的应付余额每月超过18和24个月分期付款。但是如果没有分期付款购买,设备的价格是6499卢比。
India\u2019s telecom operators are likely to reverse the recent trend of sluggish data consumption growth and slowdown in 4G<\/a> user additions by the quarter to September this year, said analysts and industry executives. The chip shortage<\/a> is expected to ease by then, spurring smartphone sales, they said.
A more affordable JioPhone Next<\/a> \u2013 Reliance Jio<\/a> Infocomm\u2019s budget 4G smartphone developed with Google<\/a> \u2013 expected in the coming months would also hasten smartphone conversions to 4G from 2G and boost data usage, they said.
The telcos<\/a> have seen a fall in data consumption growth and sharp dips in 4G user additions in recent quarters. Industry experts blamed the phenomenon on the steep tariff hikes by operators last November, reduced smartphone availability amid continuing chip shortages and JioPhone Next\u2019s inability to galvanise mass 2G to 4G conversions at its current pricing.
A more affordable JioPhone Next<\/a> \u2013 Reliance Jio<\/a> Infocomm\u2019s budget 4G smartphone developed with Google<\/a> \u2013 expected in the coming months would also hasten smartphone conversions to 4G from 2G and boost data usage, they said.
The telcos<\/a> have seen a fall in data consumption growth and sharp dips in 4G user additions in recent quarters. Industry experts blamed the phenomenon on the steep tariff hikes by operators last November, reduced smartphone availability amid continuing chip shortages and JioPhone Next\u2019s inability to galvanise mass 2G to 4G conversions at its current pricing.
<\/div><\/div>A senior industry executive said the situation was exacerbated by the removal of nearly 19 million low-paying 4G users by Jio over the past two quarters and the lifting of pandemic-induced lockdowns, which also cut data consumption.
Social networking company Facebook (recently renamed Meta Platforms<\/a>) too said its user growth in India \u2013 its largest market \u2013 had \u201cslowed down\u201d in the last quarter of 2021, impacted by higher mobile data pricing.
Analysts, though, said the ongoing slowdown in 4G user additions and reduced data usage is just a temporary phenomenon and that a recovery on both scores is expected by the second quarter of 2022-23.
\u201cMobile data tariffs in India are still amongst the lowest in the world even after the hikes last November, and one can expect the chip shortage problem to ease by Q2 FY23, which would boost smartphone availability and revive data consumption,\u201d Rohan Dhamija, head (India & Middle East) at Analysys Mason, told ET.
Dhamija said he expects the JioPhone Next to be a big driver of 2G-to-4G smartphone conversions from the September quarter if the device becomes more affordable.
Analysts also expect data consumption and 4G user adds to get a boost if Vi concludes its much delayed fundraising by March, as indicated by the telco\u2019s management. In that case, it will be able to boost 4G capex spends and convert more 2G users to 4G, which would also revive overall data usage and 4G user additions at industry level, they said.
Social networking company Facebook (recently renamed Meta Platforms<\/a>) too said its user growth in India \u2013 its largest market \u2013 had \u201cslowed down\u201d in the last quarter of 2021, impacted by higher mobile data pricing.
Analysts, though, said the ongoing slowdown in 4G user additions and reduced data usage is just a temporary phenomenon and that a recovery on both scores is expected by the second quarter of 2022-23.
\u201cMobile data tariffs in India are still amongst the lowest in the world even after the hikes last November, and one can expect the chip shortage problem to ease by Q2 FY23, which would boost smartphone availability and revive data consumption,\u201d Rohan Dhamija, head (India & Middle East) at Analysys Mason, told ET.
Dhamija said he expects the JioPhone Next to be a big driver of 2G-to-4G smartphone conversions from the September quarter if the device becomes more affordable.
Analysts also expect data consumption and 4G user adds to get a boost if Vi concludes its much delayed fundraising by March, as indicated by the telco\u2019s management. In that case, it will be able to boost 4G capex spends and convert more 2G users to 4G, which would also revive overall data usage and 4G user additions at industry level, they said.
<\/div><\/div>Telco data, though, showed that sequential growth in Jio\u2019s data usage per user fell from a high 17.3% in the April-June quarter of FY22 to a modest 4.5% in the October-December period.
Bharti Airtel\u2019s quarter-on-quarter growth in monthly data usage per user was equally sluggish, falling from more than 12% in April-June to 0.7% in the September quarter and is estimated to have stayed muted in the December quarter as well. Vi\u2019s data usage per user fell 5.5% in the December quarter, after growing 14% sequentially in the June quarter.
Mobile carriers have also seen either a fall or a slowdown in the pace of 4G data user additions. Jio\u2019s 4G user base \u2013 which had jumped by 14 million in the June quarter \u2013 crashed from about 440 million in the first quarter of 2021-22 to 421 million in the December quarter after the low-ARPU (average revenue per user) clean-up.
Bharti Airtel\u2019s quarter-on-quarter growth in monthly data usage per user was equally sluggish, falling from more than 12% in April-June to 0.7% in the September quarter and is estimated to have stayed muted in the December quarter as well. Vi\u2019s data usage per user fell 5.5% in the December quarter, after growing 14% sequentially in the June quarter.
Mobile carriers have also seen either a fall or a slowdown in the pace of 4G data user additions. Jio\u2019s 4G user base \u2013 which had jumped by 14 million in the June quarter \u2013 crashed from about 440 million in the first quarter of 2021-22 to 421 million in the December quarter after the low-ARPU (average revenue per user) clean-up.
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