Yesterday, I discussed the strategic approach of VI for the forthcoming spectrum auctions scheduled for June 4, 2024. Today, I will broaden the scope of this analysis to include multiple operators, exploring each one’s strategy in alignment with their core business objectives: a) Reducing Spectrum Usage Charges; and b) Enhancing Existing Capacity. This detailed examination aims to provide readers with a comprehensive perspective, offering a bird’s-eye view of the potential dynamics at play in the upcoming spectrum auctions.
Objective No 1: Driving Down Spectrum Usage Charges
The chart below illustrates the spectrum usage charges (SUC) for all three bidders—RJIO, Bharti, and VI—excluding Microwave Backbone, Microwave Access, and E-Band charges.