With Jio acquired 700 MHz, Bofa Securities said in a report that the company was well placed to launch Mandiri 5G.
The advantage of Mandiri 5G is that Jio will be able to offer actual low latency applications, such as slicing.
This is difficult for colleagues to be offered given the lack of spectrum (telecommunications cannot launch it on the 4G ribbon).
While 5G Mandiri is still lagging behind in terms of handsets, equipment, and applications, we find Jio placed better than his colleagues to offer different services. This can help companies to boil upper class customers (gaps in armor) from their competitors – the possibility of increasing competition in the upper class, “the report said.
Jio is the biggest waste of $ 11.1 billion, followed by Bharti ($ 5.5 billion) and Vodafone’s idea ($ 2.3 billion). Surprise in auction (vs. expectations) is that Jio gets a spectrum of 700 MHz and additional offers in certain circles in UP-east.
With the auction concluded, we believe that the focus will switch to the launch and market share behind 5G. We found Ril’s best position, followed by Bharti, “said Bofa Securities.
Foreign brokers JP Morgan said in a report that the highest interest was witnessed in the band 3300MHz and 26GHz, as expected, but Jio was surprised by also renting 700MHz. With this new spectrum acquisition, Jio has so far has the highest part of the spectrum.
Jio acquired 220MHz in the 700MHz band, which was surprising. We believe that rational will be a fee for 700MHz, which is 17 percent cheaper than the 800MHz he obtained at last year’s auction, better support for the launch of 5G accelerated, “said JP Morgan.
With this, Jio gained overall spectrum market share leadership. With the acquisition of the new spectrum, Jio has the highest spectrum now PAN India (47 percent of shares), followed by Bharti Airtel (38 percent) and Vodafone’s ideas (14 percent).
The annual spectrum payment for Jio is RS 79 BN, RS 39 BN for Bharti and RS 17 billion for Vodafone’s ideas. However, telecommunications companies will save significantly on SUC because additional spectrum comes at 0 percent of SUC costs. The most weighted SUC for telecommunications has now dropped to 0.2-0.8 percent from the previous 3.5 percent, resulting in significant cost savings.
“We estimate the saving cost of RS 30-40 billion per year for Bharti and Jio more than FY23-25 and RS 12-15 billion for Vodafone’s ideas,” JP Morgan said.
Jio said in a statement that the acquisition of the right to use this spectrum would allow Jio to build the most sophisticated 5G network in the world and further strengthen Indian global leadership in wireless broadband connectivity.
Akash Ambani, chairman, Reliance Jio Infocomm, said: “We always believe that India will be the leading economic force in the world by adopting the power of breakthrough technology. This is the vision and belief that gave birth to Jio. The speed, scale and social impact of the launch of Jio 4G is unmatched anywhere in the world. Now, with greater ambitions and stronger determination, Jio will lead the Indian parade to the 5G era.
We will celebrate ‘Azadi Ka Amrit Mahotsav’ with the launch of PAN India 5G. Jio is committed to offering affordable 5G and 5G world class services. “
The enhanced network capacity will discuss the rapidly developing demand for data on the Jio network that has brought one of the highest wireless data traffic in the world.
Jio fiber -based offer, which is now equipped with a wireless offer, will throw India for leadership in home broadband services in the same way as Jio brings India to global leadership in mobility services.