A few days back I did a detailed note on how the operators will bid for spectrum in the forthcoming auctions. With the NIA having out today, it has been observed that the spectrum in 800 MHz has increased significantly, thereby impacting the bidding strategy of the operators in this band. However, the spectrum, in the 900 MHz has decreased, and in the 1800 MHz band it has increased slightly. This note will elaborate on how the operators might bid on account of these changes. While visualizing the strategy, it has been assumed the operators will make all attempts to take enough spectrum to complete block sizes in multiples of 5 MHz, thereby consolidating their position in all the existing 4G bands. While attempting to predict the bidding strategy, we will also attempt a bird’s eye view of the operator’s share in various bands post auctions. Finally, we will play with a tool that will give us the changes in the overall outflow of the operator once we have entered into the tool an assumed quantum of 5G spectrum in the 3.5 & 26 GHz bands.
800 MHz Band
The following figure captures the operator’s bidding matrix. On the right-hand side of the table (under the remarks column), the reasons for making such decisions are clearly laid-out.
