What's Next For Samsung?

If Apple is planning iPhone 5 and mini iPad for Sept 12 Launch, can RIL do a Galaxy 3+ with LTE by Dec '12 (With Samsung, of course). Personally I would still like to have WiFi ubiquitous coverage, but then getting carpet coverage via WiFi is a daunting task !

It is pretty challenging for Samsung to do a turnkey LTE 4G rollout for the beast in India's Next Generation telecom play. They have neither done it before in India, nor do they have the arms and legs required. And yes - they could turn to Wipro, TechM and the likes. But the question is - Can they do it as well? Remember, this is a pure Telco play, and not a SPIT opportunity. Wipro, HCL, TechM, TCS, Infosys and others have clear advantage in space pertaining to OSS, BSS, IT, Applications, Platforms, IP Network SI and the likes. But then getting them to do LTE Network implementation which includes RF, Backhaul, Video Optimization, Caching, Packet Core, WiFi integration, FTTH integration and VoLTE amongst the host of other things lined up. With this scope, I can't think of anyone beyong an Ericsson, AlcaLu, NSN, Huawei or ZTE to get this done; for the scale and complexity that RIL is planning to. What would be interesting to see, is whether they can get into te EANHZ club in India. They have dont it in SK, they have done it in US. But then they had the resources and the Organization there (SK being their backyard). Organic growth is going to take a while, and would not definitely align with the 'Yesterday' basis of Indian market. Inorganic growth sounds likely, but then poses a lot of challenge. Probably Samsung, if they are keen on Network business, can do well by picking up NSN or AlcaLu.