India’s mobile market structure almost certainly will change in the wake of Reliance Jio’s entry into the market, partly because Reliance Jio will gain share from the other suppliers, and partly because some of the other mobile suppliers will merge.
At the moment Vodafone is rumored to be one of the parties exploring combinations. The biggest change would come if Vodafone and Idea were to merge, as that would vault the combined company over present market leader Bharti Airtel, unless Bharti itself also were to conduct a merger or two.
Still, the three firms adding most of the new accounts are Bharti, Vodafone and Idea.
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