SWKS: India's smartphones

Chief Product Officer of Flipkart, a major online retailer in India, was on CNBC this morning. He said India currently has 150M smartphones. He thinks that by 2018 that there will be 500M smartphones in India. If this prediction comes true that is another big opportunity for growth for SWKS.


India market is largely untapped for 4G, so this should be great for SWKS

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Reliance Jio Infocomm Ltd (R-Jio), the telecom unit of billionaire Mukesh Ambani’s Reliance Industries Ltd (RIL), seems to be modelling its fourth-generation (4G) telecom services rollout on that of China Mobile Ltd, the success of which should reassure investors who may be nervous ahead of R-Jio’s long-awaited launch.
What R-Jio is trying to do in India largely mirrors what China Mobile, China’s biggest telecom services provider, has done in the last two years of its 4G launch …“At the moment 4G handset shipment is 80% of the total handset shipment to China, much higher than 20-30% seen a year back. It does show that when you have a large operator, who will be able to push the ecosystem in one direction, then ecosystem evolution can happen,” …China is in the midst of its 4G rollout while India is still in he early stages of 3G with 4G still in testing/pilot phase for most incumbents, Bharti Airtel and Idea Cellular Ltd have 49,000 and 30,000 3G base stations respectively, pointed out Dhasmana. In comparison, China Mobile already has 720,000 4G base stations.

In what could be one of the largest launches in the telecom services space, Reliance Jio Infocomm is set to roll out its 4G LTE services in 800 Indian cities

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