Dangane da sabbin rahotannin sadarwa da India Ratings and Research (IND-RA) suka fitar, Kamfanin Sadarwa ya jawo asarar kusan kashi 20% na kudaden shiga saboda kaddamar da kamfanin Reliance Jio da kuma ayyukansa na kyauta. India Ratings and Research (Ind-Ra), wani kamfani ne na kungiyar Fitch, ya ce sake duba hangen nesan kan bangaren zuwa mara kyau ga 2017-18 daga karko-zuwa-mummunan ga 2016-17 saboda "karuwar gasa ne".
"Ra'ayin da ba shi da kyau ya nuna tsammanin Ind-Ra na tsayi da zurfi fiye da yadda ake tsammani lalacewa a cikin martabar martabar telcos bayan wadataccen sabis ɗin kyauta da Reliance Jio Infocomm ya yi," in ji rahotonta na ƙarshe game da ra'ayin kamfanoni.
Yayin da yake nuna cewa akwai mummunan tasiri ga kasuwar sadarwar Indiya, rahoton ya ce:
Rahoton ya kara da cewa "telcos din da ke akwai zai rasa kason kasuwar zuwa RJio kuma zai sha wahala yayin da bashin zai karu saboda bambance-bambance da kuma alaka da cibiyar sadarwar CapEx
Hukumar binciken ta kuma sake duba yanayin yadda bangaren zai zama mara kyau a shekarar 2017-18 daga daidaito zuwa mummunan a cikin kasafin kudin da ya gabata, sakamakon 'gasar gasar wuce gona da iri' a bangaren sadarwa. Duk da mafi girman, rage farashin haraji zai rage matsakaicin kudaden shiga ga kowane mai amfani yayin da kudin muryar ke kasancewa cikin hadari saboda dabarun farashin muryar ta RJio da aka ayyana.
“Ragowar da aka yi wa harajin data da kashi 20-30 cikin 10 zai rage matsakaicin kudaden shiga ga kowane mai amfani da shi (da kashi XNUMX cikin XNUMX, duk da yawan da aka samu saboda karuwar amfani da bayanan). Kyautar Kuɗaɗen Kyauta zai zama mara kyau saboda ɓacin riba biyu na raunin kuɗaɗe da capex ”in ji ta.
Ya ci gaba da cewa za a samu karuwar amfani da bayanai da kashi 35 zuwa 40, inda za a dauki matsakaicin amfani da bayanai ga kowane mai amfani da shi zuwa 1250MB. Rahoton ya ce "dabarun kasuwanci na RJio mai matukar tasiri, yaduwar wayoyi masu rahusa da kuma saurin karban 4G sune ke haifar da amfani da bayanai." A zahiri, ana saita kudaden shigar bayanan murya don bugawa bayan Jio's VoLTE tayi.
Reliance Jio ta ƙaddamar da ayyukanta na hannu a ranar 5 ga Satumba, 2016, tana ba masu amfani da muryar kyauta da bayanai kyauta. Yayin da aka saita 'Jio Maraba da Bayarwa' a ranar 31 ga Disamba, kamfanin ya sake sanar da tayin tsawo 'Barka da Sabuwar Shekara'. Daga baya wasu kamfanonin telcos sun soki Jio wanda ya yi asara mai yawa saboda babbar matsala a cikin bayanai da farashin murya.
“Rarraba rabon kasuwani tsakanin telcos na yanzu yana kan hanyar kasancewar RJio mai biyan kudi zai iya tsallake miliyan 100 zuwa Maris 2017, amma ikonsa na riƙe rabon kasuwar zai kasance ta hanyar farashin da gogewar mai amfani, tare da nasarar VoLTE (murya kan LTE) fasaha, "in ji shi.
Koyaya, hukumar tana tsammanin ƙara gasa zai zama mai fa'ida saboda zai taimaka saurin aiwatarwar haɓakawa. Rahoton ya ce "Kaddamar da RJio ya kara inganta hada-hada da kuma raba kasuwa wanda a karshe zai iya haifar da kamfanonin sadarwa masu zaman kansu hudu a Indiya."