Ronnie05's Blog

RIL’s big disruptive push on 4G (Part II)

Posted in Industry updates by Manas Ganguly on December 5, 2012

Continued from an earlier post – RIL’s 4G push and the disruptions that could happen there-off.  The first disruption was the ability to create data hotspots with high speed WiFi through 4G Backhaul.

Disruption 2: Triple play services across voice#, data, media, education and broadcast segments

The second disruption, is in terms of triple play services – and the game really looks close to the broadcast services that I had written about some time back. To that extent, RIL would look to cut into revenue space of cable companies. In one of my earlier posts, I had mentioned about how Telco operators could up-end both cable distribution and content management and RIL seems to be planning content exclusivity along with data-pipe ownership. (Now that is something even Apple hasn’t perfected). The triple play strategy of voice, data and video could be very effective in acquiring wallet share of the customer. By exploring the television and cable space, RIL was looking to tap another potential 100 million screens for its broadband services and drive the triple play offering.

RIL as a broadcaster is geared up for media convergence and will deliver content to any new platform. RIL has been creating a walled garden for content, which will give new opportunities to VAS (value-added service) providers and open up space for new niche channels.

Disruption3: The price factor

With an eye on the larger pie, Reliance would bet on building data habit into Indian customer psyche mainstream. There are rumours about Rs.3500 tablets and data plans priced around Rs10 per gigabyte. With a mighty 4G backhaul, powered by 802.11n WiFi and data speeds upto 100mbps-1Gbps and Rs.10/GB cost of data, the traffic rates are bound to multiply. RIL is betting on this traffic surge to build its big push in Telecom.

#: Assuming that RIL will find a way to muscle in VoIP regulation for Inland calls also. RIL does have that clout to make that possible.

 

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