The launch of R-Jio is likely to accelerate mobile data growth by offering affordable 4G handsets and data prices. Airtel’s and Idea’s mobile data usage increased 5-6x over the past 12 quarters, during which data prices fell by more than 20%. Idea is well positioned in its leadership circles—it has 4G spectrum in six out of its eight key circles—totally it has 4G spectrum in 10 circles. We forecast 42% of Airtel’s mobile subscribers and 47% of Idea’s mobile subscribers will use mobile data services by December 2020. For Airtel, data volume is likely to grow at a 42% CAGR, from 506 petabytes (PB) to 2,032PB, during the period FY16 to FY20.

Source: Mint September 01, 2016 19:41 UTC