3G spectrum licensing in India

Executive summary
In a nutshell
Key messages
Immediate need to add capacity and offset the decline in voice ARPU
Ambiguous policies, scarce spectrum and a difficult political environment
End in sight but vision remains fuzzy
3G will increase competition, but not substantially
Technology evolution unaffected by the 3G licensing process
3G licence developments
Importance of 3G spectrum
Background on previous efforts to release 3G spectrum
Recent developments and lingering uncertainty
The impact of 3G licensing on the industry
Implications of the government’s decision for operators
Industry dynamics if only four blocks of 2.1GHz are awarded
Industry dynamics if all available blocks of 2.1GHz are awarded
Implications for technology evolution