Posts filed under '2G'
Though having Google’s Android and Apple’s IOS hitting the market with their name, quality, value and functionality, Telefonica has launched a new Firefox OS Smartphone in the market jointly with Mozilla and ZTE. Telephonica is Spain based telecommunication and broadband service provider in Europe, Latin America and Asia and 5th largest mobile network provider in the world; Mozilla, a open source project by Netscape Communications Corporation, launched the Mozilla Firefox browser and now developed Firefox OS for the Smartphone; ZTE Corporation, China based multinational telecommunication equipment and systems company, the 4th largest mobile manufacturer in the world, has developed this Smartphone’s design.
The above trio has launched world’s first Smartphone, ZTE Open, with Firefox Operating System in Spain for 69Euros(90Dollars) and soon be launched in Latin America. As per the statement by Carlos Domingo, Chief Product Development, Telephonica, in one conference, this device would be mainly be for youngsters and those who are new to use the Smartphones.
Equipped with a 3.5-inch & 480x320pixels touchscreen, includes a 3.2MP camera(back), 256MB RAM and 512MB flash memory enhanced with a 4GB MicroSD card that comes as part of the package.
The ZTE Open is fully integrated with Facebook and the Spain-based social network Tuenti and talks are on about incorporating the WhatsApp instant messaging service, Telefonica said.
Mozilla executives said the ZTE Open is the “first chapter” in what they expect to be a long project, one that is already attracting interest from many other telecommunications companies.
Excerpts – Techgig
July 3rd, 2013
Today Chetan Sharma, prominent Wireless Consultant in US and a friend of CellStrat team, released a great summary of Mobile Data market updates from Q2 2012 quarter (some are US specific stats while others are global stats). The key points from Chetan’s note are :
- US Mobile Data market is $19.3 billion in Q2 2012. Data now accounts for 42% of US mobile industry revenues.
- In terms of Y/Y growth, Connected Devices segment grew 21%, Prepaid 12%, Wholesale 4%, and Postpaid was flat. AT&T, AT&T, Sprint, and Verizon are number one respectively in these categories.
- Prepaid subscriptions exceeded 100 million for the first time in the US. This is also indicative of US’s downward economics trends. Postpaid growth is slowing in the US.
- iOS and Android are the two dominant mobile OSes. Windows Mobile may be third but with a very tiny market share.
- Samsung dominates global device unit shipments – however Apple has 70% of global mobile device profits in spite of just 5% of device market share. Samsung now leads in every major unit sale category both on the world stage as well as in the US. However, profits are a different equation where Apple overshadows its rivals like Gulliver on the Lilliput land.
- Apple iPad has 97% of global tablet profits with the remaining tablet players fighting for remaining crumbs.
- Smartphone penetration crossed 50% in the US.
- Ranking for top mobile data profits globally includes China Mobile, Apple, Verizon, AT&T, and NTT DoCoMo, in that order.
- AT&T and Verizon have launched shared data plans (a first – where two or more folks share the same data plan on a family account) in the USA.
- US continues to sell over 40% of the world’s smartphone every quarter thus making it the most attractive market for OEMs.
- The overall data consumption in the US market in 2012 is expected to exceed 2000 Petabytes or 2 Exabytes. The smartphone data consumption at some operators is averaging close to 850 MB/mo. As we move into 1GB range along with the family data plans kicking in, you can expect the data tiers to get bigger both in GBs and dollar amount.
- Globally, one sees a Mobile First approach by firms now evolving into Mobile Only approach. Leading apps and services like Facebook, Twitter, Pandora are already operating in the world where mobile is driving majority of their user engagement. Expedia, Fandango and others are seeing the early signs of migration into the mobile dominated world. Very soon, mCommerce revenues will overtake eCommerce revenues.
- Q2 2012 again saw tremendous activity in the mobile commerce and payments space with a lot of announcements from the operators, Internet players, and startups as well as the retailers and the ecommerce players. All are vying for a piece of the mobile wallet. Much more to come in the next 12 months. On the retail side, Starbucks is a player to watch as it tries to become a more active participant in the digital ecosystem.
- Race to a billion – China is first nation to cross a billion subscriptions. (I guess India is second, massive population helps of course)
You can refer to this Update from Chetan and the other content on his site at http://www.chetansharma.com/.
Chetan Sharma is also organizing his high-end mobile conference Mobile Future Forward on Sept 10th in Seattle. Highly recommended, with a great set of speakers and topics.
August 13th, 2012
Machine-to-Machine (M2M) refers to technologies that allow both wireless and wired systems to communicate with other devices/systems of the same ability. M2M started with point solutions, created for one specific task. However, in the not too distant future we will get to a point where it is more common for devices to be connected than not. Then we get to the Internet of Things (IoT) where we might get a sharing of data across different sectors and between different devices in a way that wasn’t envisioned when M2M first came about.
The ROI for connected machines is rapidly expanding to a much wider market. E.g.
• Forecast for cellular M2M Connections range between 287 – 400 million connections by 2016 (Ref.: Pyramid research).
• Annual revenues from M2M services have been forecasted at US$35 billion by 2016 (Ref.: Juniper Research).
Both traditional vertical market applications and new cross-sector services are likely to exist, based on a data rich environment. These will vary immensely between the enterprise, or B2B, and B2B2C worlds. Connected homes and connected cars provide current early examples of the direction this is heading towards.
The Internet of Things is about utilizing data from billions of connected devices – the value is in the data. In order for this to happen, much more is required to get these devices to connect seamlessly. Getting billions of devices connected easily and cost-effectively in a way that allows interoperability is critical and does not yet exist. Evidence of this lack includes the high return rates (up to 90%) for home alarm and control products. M2M platforms are one key to solving this challenge.
Storing consumer data in the Internet of Things will create new security issues involving personal data and its acceptance quite different from those related to enterprise data storage. Educating consumers about the security and privacy of data – and its benefits – is and will be increasingly important. The value of stored data highlights key differences between B2B/enterprise and consumer behavior.
Facebook, where users consciously share information with others, provides a possible device model – set up your devices and tell each what you’re willing to let it do. Data ownership then becomes an issue. Who owns the device, who owns the data and how far can you share it? Also, how do I opt-in or opt-out? This is a business issue as well, making the right tools available so that the information can be shared in a secure way.
Scaling up and collecting massive amounts of data is a major challenge. There is a need, though, not to get too far ahead of the reality of the way people see value coming from applications. For example, automobile manufacturers had only a few people managing connected cars a short time ago; now hundreds are involved, across multiple departments. E.g. in case of a car crash, car sends data like location and impact of car crash data, to nearest fire station, police station, hospital etc. That creates a major challenge that must be resolved before creating new business models and sharing data with other industries.
M2M Market Examples :
||• Vehicle Tracking
• Traffic Control
• Manage a Fleet of Vehicles
- Use less fuel
- Have fewer Accidents
- Gain logistical efficiency
- Integrated IT / Finance
||• Environmental / Subsidence / Utility AMR & AMI Monitoring
• Home Security
• Water, Gas, and Electricity Meter Reading
- Conserve electricity
- Match supply & demand
- Lower costs
- Increase collections
|Finance & Retail
||• ATM / EPOS / Kiosks/ Stock Control / Gaming
• Digital Signage
• Point of Sale : Speed / Reliability / Security
- More customer interaction
- Interaction on Demand
- revenue opportunities
|Healthcare & Medical Devices
||• Patient Monitoring
• Emergency Vehicle Response
- Fewer Doctor visits
- Higher quality of care
- Real time patient assessment
Overall M2M areas could be:
- Fleet Management & Logistics
- Connected Vehicles
- Remote Assets Monitoring
- Digital Signage
- Smart Security
- Smart Vending
- Public Services ( Safety , Transport etc. )
- Smart Homes
- Consumer- Connected Devices
- Telemedicine… and many others…
Even when verticals are quite similar regulations may vary on a regional basis; individual countries may decide that health data should stay within its borders, for example, requiring data localization. Cellular M2M has been built around the telecom voice model but is actually in the Internet world. Regulators and operators need to adjust their perspective accordingly. Many operators recognize that data is a larger business than voice in the future, with LTE needed for data, not voice. The data business should not be constrained by the traditional voice model.
Scalability is about getting connectivity quickly but it’s not all cellular and doesn’t rely entirely on telcos. Large volumes of devices will be connected with WiFi or 802.15.4 radios connecting to an existing wired network. There are connectivity challenges within that part of the ecosystem as well.
M2M projects take anything from 12 to 24 months. Customers need this time reduced to get to market faster in any way possible, including getting help on device deployment, speeding up certification, and so on. Some of the biggest debates in contract negotiations involve data ownership, data usage, and indemnification around IP; these are major legal issues. Liability is another major legal issue — what happens when eCall doesn’t call or an alarm system doesn’t reach the central station?
Beyond connectivity, who will be responsible for the acquisition, analytics, and storage of large quantities of data? Some M2M customers generate hundreds of Gigabytes of location-based data every month, sending information updates every second; multiply this by 10s of thousands then millions – these are very sophisticated problems. IT companies are more likely to solve them than telcos although some are in the midst of M&A activities with data analytics and “big data.”
(Source: Excerpts from a recent Ericsson round table on M2M in CTIA; CellStrat Research)
July 28th, 2012
MaaS360 platform was honored with the 2012 Global Mobile Awards for “Best Enterprise Mobile Service” at Mobile World Congress. The Global Mobile Awards is one of the most prestigious in the mobile industry and fiberlink took top honors in a category that included MobileIron, Good Technology, Virtela Technology, Enterproid, Portugal Telecom and Click Software.
MaaS360 was selected Best Enterprise Mobile Services for providing the “Most innovative mobile tools to help corporations or enterprise user to work smarter and do business better on the move.” The Global Mobile Awards recognizes innovators and market vendors that deliver best solutions to the enterprise. MaaS360 prevail over competitors based on its ease of use, benefits to users and enterprises, ease of implementation, international applicability, return on investment and customer satisfaction.
In selecting MaaS360, the judges noted, “This demonstrates genuine understanding of enterprise user issues, and enables straightforward and cost-effective mobile device management.” More than 170 independent analysts, journalists, academics and subject matter experts and 16 representatives from mobile operators throughout the world participated in the judging of the 2012 awards.
MaaS360 provides comprehensive enterprise capabilities to mange iOS, Android, BlackBerry and Windows Phone devices throughout the entire device lifecycle. As a true cloUd-based MDM solution, MaaS360 is faster to deploy and delivers far greater time to time value than any on premise or hosted solution.
In addition, smart phones and tablets, MaaS360 supports PC and Mac laptops in a single pane of glass for total enterprise device management.
MaaS360 is used to mange and secure more than one million endpoints globally.
February 29th, 2012
Today cisco announced that it is releasing a world first technology that will allow mobile phone users to roam between wi-fi hotspots and their mobile networks. Its industry first carrier-grade, end-to-end Wi-Fi infrastructure to deliver Next-Gen Hotspot (NGH), which allow users to roam freely without losing their data connections.
Murali Nemani Cisco’s Senior Director of Service Provider Mobility Marketing told CBR that this is the world first deployment of Wireless Broadband Alliance (WBA) technology alongside the release of its new Small Cell Gateway for operators. This will manage subscriber and service information, integrating 2G/3G and 4G LTE networks with Wi-Fi/femtocell networks seamlessly.
This means mobile devices will handshake across mobile networks and wi-fi hotspots similar to how a 3G network operators now have your unique user ID, which recognize you anywhere, between any compatible network seamlessly. Its invisibility to the end user is what makes it key – all the work is done on the back end.
Cisco assures us, that it adheres to the Hotspot 2.0 specification, that rival technologies will also be compatible, once they launch.
“That’s the beauty of this system. We’re complying with a standards based implementation – the Hotspot 2.0 specification. We helped write the spec, so we were the pioneers here tying the operating systems together between the operators and the handset manufacturers,” Nemani said.
For those already running Cisco hotspots, ‘the majority’ of these operators, ‘around 12 million’ will be compatible with the new technology through a simple software update.
The speeds of these hotspots will remain unchanged. Cisco’s tech uses the 802.11u spec but is backward compatible with 802.11n and g.
The mobile operators on the backend, just need to employ the new small-cell gateway. For those using Cisco’s ASR5000 packet core, which operators such as Vodafone and Verizon currently use, they will just need to add a software module which will integrate the wifi functionality.
The end user simply runs a free update on their phone.
(Source: Business Week)
February 29th, 2012
Orange and medical device vendor Sorin are to launch a cardiac implant that enables patients to wirelessly upload data about their heart condition to a doctor, according to Thierry Zylberberg, Executive Vice President, Head of France Telecom Healthcare, speaking to Mobile Health Live ahead of Mobile World Congress. The connected pacemaker will launch in Europe and the US from this summer.
The two companies have been working together for some time on the pacemaker, which enables users’ heart data to be sent to a doctor by 3G, 2G or landline. Currently patients have to visit a hospital every three or six months to have an implant’s memory downloaded. Read More
February 29th, 2012
The Mobile World Congress is happening in Barcelona, is the world’s largest mobile phone trade show. Where technology companies discuss future of communications and the network society. MWC 2012, offering the world the fastest and most powerful new mobile devices on the planet. This conference has attracted over 3000 chief executive officers from the telecommunications sector around the world and expected to give a platform for players in the mobile industry to make announcements of their latest innovations. This year quad-core processors are likely to be a big theme from all the top manufacturers. On the opening day of Mobile World Congress, Nokia, HTC, Huawei, Samsung, and Sony Mobile announced more than a half dozen new phones.
Nokia Lumia 900: First announced in January for AT&T’s LTE network in the US, the Nokia Lumia 900 will now be available worldwide in an HSPA+ edition. The Dual Carrier HSPA phone will allow for downloads up 42.2 Mbps. With a 4.3-inch ClearBlack AMOLED display.
Nokia Lumia 610: It’s aimed at young people who want access to a smartphone experience at the right price. Offering access to social networking, games, Nokia Maps and navigation, web-browsing and Nokia Music
Nokia 808 PureView: A 41-MegaPixel Nokia smartphone, the 808 Pureview offers enhanced low-light performance as well as sophisticated image compression designed to help users share pictures.
HTC One X: This is a killer phone. The One X features the Tegra 3 quad-core processor. It has four 1.5GHz main cores and a secondary core for low-power tasks. It boasts a 4.7-inch Super LCD display with 1280 x 720 pixels for full HD resolution. The 8-megapixel camera is aided by an ImageChip to help process images faster. It comes with Android 4.0.
HTC One S: This is also a killer phone, but not quite as killer as the One X. The display drops down to 4.3 inches and qHD (960 x 540) resolution, it has a dual-core SnapDragon S4 processor, and substitutes plasma-coated aluminum for the One X’s polycarbonate shell. It has the same camera and same software as the One X. The good news is that the One S will debut on T-Mobile’s network in the coming months with support for 42Mbps HSPA+.
HTC One V: The One V is a middle-of-the-road smartphone from HTC that still offers good looks and solid features at an affordable price point. The phone has a 3.7-inch display with 800 x 480 pixels, a 5-megapixel camera, a 1GHz S2 SnapDragon processor, and Android 4.0.
Huawei Ascend D Quad: Huawei claims that the Ascend D Quad is the fastest smartphone ever built. The company is using its own processor –rather than one from Nvidia or Qualcomm. Other features include a 4.5-inch 1280 x 720 HD display, 8-megapixel camera with 1080p HD video capture, and a 1.3-megapixel user-facing camera for those video chats. Huawei plans to introduce several variants of this phone in a number of markets during the second quarter.
Sony Xperia P: Sony added two phones to its Xperia NXT line, and the P is the first of them. It’s not as amazing as the Xperia S, announced at CES earlier this year. It has a 4.0-inch Reality Display with Sony’s BRAVIA Engine and WhiteMagic, a new display technology for an ultra-bright and power efficient viewing experience. It also has a 1GHz dual-core processor, 16GB of storage, 8-megapixel camera with HD video recording, and NFC (near field Communications). Unfortunately, it ships with Android 2.3 Gingerbread and owners will need to wait until later in the second quarter for Android 4.0 to arrive.
Sony Xperia U: The Xperia U is aimed more at the entry-level range and has the specs to back that up. It has a 3.5-inch Reality Display with BRAVIA Engine, 1GHz dual-core processor, and 5-megapixel camera HD video recording. It also has “xLoud” stereo sound. The Xperia U has the same Android 2.3 OS out of the box as the Xperia P, and will see Android 4.0 later in the year.
February 28th, 2012
There’s a place for tech in every classroom.
Technology is ubiquitous, touching almost every part of our lives, our communities, our homes. Yet most schools lag far behind when it comes to integrating technology into classroom learning. Many are just beginning to explore the true potential tech offers for teaching and learning. Properly used, technology will help students acquire the skills they need to survive in a complex, highly technological knowledge-based economy.
Integrating technology into classroom instruction means more than teaching basic computer skills and software programs in a separate computer class. Effective tech integration must happen across the curriculum in ways that research shows deepen and enhance the learning process. In particular, it must support four key components of learning: active engagement, participation in groups, frequent interaction and feedback, and connection to real-world experts. Effective technology integration is achieved when the use of technology is routine and transparent and when technology supports curricular goals.
Many people believe that technology-enabled project learning is the ne plus ultra of classroom instruction. Learning through projects while equipped with technology tools allows students to be intellectually challenged while providing them with a realistic snapshot of what the modern office looks like. Through projects, students acquire and refine their analysis and problem-solving skills as they work individually and in teams to find, process, and synthesize information they’ve found online.
The myriad resources of the online world also provide each classroom with more interesting, diverse, and current learning materials. The Web connects students to experts in the real world and provides numerous opportunities for expressing understanding through images, sound, and text.
New tech tools for visualizing and modeling, especially in the sciences, offer students ways to experiment and observe phenomenon and to view results in graphic ways that aid in understanding. And, as an added benefit, with technology tools and a project-learning approach, students are more likely to stay engaged and on task, reducing behavioral problems in the classroom.
Technology also changes the way teachers teach, offering educators effective ways to reach different types of learners and assess student understanding through multiple means. It also enhances the relationship between teacher and student. When technology is effectively integrated into subject areas, teachers grow into roles of adviser, content expert, and coach. Technology helps make teaching and learning more meaningful and fun.
November 17th, 2011
Essential reading for companies, brands, ad agencies, publishers and developers, CellStrat Annual India Mobile Apps Innovation Report is the first of its kind Market Research project in India dealing with the subject of Mobile Apps and Web innovation in so deeply.
Mobile Apps, App Stores, Mobile Web – the new phenomenon in the Mobile world. Apple iPhone and Apple AppStore have unlocked a new Business Model for developers, brands, infrastructure providers and OEMs. Apple’s 350K apps (as of April 2011) and more than 10 billion downloads has brought the App Revolution to the forefront of technology evolution. You want to play a game – there are thousands of app for that, you want to pray to god – countless apps for that too, you want to watch your weight or track your grocery expenses – there are numerous apps for that too. You name it – “There is an App for that”.
Taking Apple’s lead, Google Android, RIM BlackBerry, Nokia Ovi, all other OEM makers as well as many wireless carriers started apps stores. As of this writing, we count more than 100 app stores (yes you got that right, 100) from global vendors and several others in the pipeline. Whether it is Handset makers, Mobile Carriers, VAS providers, Mobile Marketers, all are either producing App Stores or leveraging the App phenomenon in some fashion. Mobile Apps and App Stores have unleashed the potential of the Mobile Web – the new face of The Global Internet.
– How are Mobile Apps doing in India ?
– What is the adoption of Smartphones in India which can run Apps ?
– What platforms are popular in India ?
– What Mobile OSes should you develop for ?
– How do you leverage Mobile Apps for Marketing and Engagement ?
– What is the state of India’s native Apps and App Stores ?
To answer these questions and many more, CellStrat brings you the India Mobile Apps Research Project. This research initiative analyzes the Mobile Apps ecosystem in India and has garnered feedback of App efforts by marketers, consumers, brands, technology firms and app developers. This project provides invaluable research insights into the Mobile Apps and their proliferation in the Indian context.
Some of pointers from report for our readers are given below:
Mobile Apps Survey Participation Mix
CellStrat Mobile Apps Survey indicates that Android is getting the maximum budget allocation followed by the iPhone. Interestingly iPad is catching up fast on the budget scale and Blackberry does well as well. There is also good interest in Airtel App Central, probably due to the reach and scale of Airtel as a carrier. But, certainly, Android, iPhone and iPad are getting the maximum budgets from firms interested in App development.
Budget Allocation for Mobile Apps Development
App Platforms Selection factor weightage
When quizzed about what factors impact the selection of App Platforms, the response was widely distributed with certain factors like wireless carrier support, maturity of business model and presence of App Store being slightly more important than other factors. Interestingly, carrier support was the most important factor when choosing the App Platform. Surely, India is carrier-centric when it comes to App support. Over time, one expects firms like Apple and Google (and probably Nokia and Blackberry) to gain the upper hand in this selection process, tracking global cues on this front.
The CellStrat Annual Mobile Apps Innovation report provides invaluable insight into the Indian Mobile App environment. Indian firms are, so far, only experimenting with App development and using Apps as engagement and media channels. This market still has some ways to go in India. It is ripe for innovation and specifically, India-oriented innovation. In summary, the App market in India is severely under-penetrated and many stand to benefit from the upcoming App proliferation, right from brands, carriers, consumers as well as the developers.
Report is available for purchase. Kindly contact us to place your orders or for any further inquiries.
August 3rd, 2011
(from our Atlanta desk)
I attended the Wireless Technology Forum, Atlanta meeting on 18 Nov. The topic was “2011 Analyst Outlook” – an excellent one as we all are very curious to know what comes in 2011 in Wireless. Here are the notes from the meeting :
There was an excellent lineup of speakers –
Keynote : “Prospects for LTE in 2011″ by Steven Leonard, Regional Director, Data Sales, Verizon Wireless
- Phil Hendrix, Principal Analyst, Institute for Mobile Markets Research (or IMMR)
– Jorge Fuenzalida, Vice President, Strategy and Technology Group, inCode Telecom Group (now part of Ericsson)
- Jeremy Schneider, Principal, Telecommunications, McKinsey & Company, Inc.
- Robert Prudhomme, Vice President, Client Services, Telecom Practice, The Nielsen Company
Moderator : Gerry Purdy, Principal Analyst, MobileTrax
Steven Leonard (Verizon Wireless) on LTE in 2011 :-
LTE offers 10 times faster speed compared to 3G networks. Verizon will have LTE in 38 markets by 2011. Verizon has the valuable 700 MHz spectrum which allows high speed and data accuracy in network transmission. LTE utilizes the MIMO technology. MIMO (Multiple Input, Multiple Output) is a technology that increases in data throughput and link range without additional bandwidth or transmit power.
Another key aspect of 2011 is the growth of Tablets and accompanying data demands. 181% growth expected in Tablet usage in 2011 over this year. Verizon is the only carrier with contiguous 4G spectrum in USA (AT&T may disagree : )
Lte is 3.5 times faster than CDMA in how far signal will travel without diluting. It offers Latency near 30 ms where earlier it was 150 ms.
Verizon 4G leadership (per Steven) :-
– Joint innovation lab
– Open devl
– Verizon developer community
– LTE innovation center
– M2M management center in partnership with Qualcomm
Note : M2M or Machine-to-Machine is the new wireless industry developing around putting wireless chips in home appliances, hospital equipment and other such non telecom functions).
Verizon Launch mkt this year – Athens and Atlanta are included
Wireless broadband features in LTE include :-
1 Advanced applications :- like Entertainment and Music
2 Innovative devices
3 Location agnostic : Whereever you are availability
As per Steven, Verizon 4g network rollout will be completed in 2013 in the USA.
Phil Hendrix (IMMR) :-
Phil gave a presentation on Mobile Commerce, an area which is rapidly evolving. The most happening event in USA on Mobile Commerce has to do with NFC phone proliferation expected in 2011 with Google Nexus S and Apple iPhone – both NFC enabled phones coming out potentially as per reports.
As per Phil, Mobile Commerce has three perspectives :-
– Consumers : mobile shopping
– Brands : mobile advertising
– Retailers : m-commerce
8 dimensions which together constitute mobile commerce:-
– Mobile Shopping
– Mobile Funds Transfer
– Mobile Advertising
– Mobile Rewards
– Mobile Coupons
– Mobile Booking
– Mobile Offers
– Mobile Payments
Today we are only in the initial stages of Mobile Commerce.
Certain trends are accelerating Mobile Commerce. These Accelerators include :-
– Hyper Local sensitivity – what is around us
– Social Media
– Yield Management
– Supply Chain integration
– Big Data
Jorge Fuenzalida (inCode) :-
inCode Telecom Group, the telecom strategy consulting firm, has been acquired by Ericsson recently. inCode is famous for its “top 10 predictions” in wireless every year. Jorge said that these are not finalized for 2011 but offered a Sneak preview of the top 10 :-
1) Over the Top goes over the top (in other words, over the top video/OTT or IPTV accelerates and everything in video goes online)
2009-Netflix becoming very popular – CPE based OTT
2011-all content goes online eg Google TV or other such offerings
2) Tablet rush – in 2011 it will overtake netbooks
3) The new Gold Rush in 2011- wireless rural broadband – due to government stimulus
Well said, Jorge.
Jeremy Schneider (McKinsey) :-
Core wireless has matured. Revenue growth has slowed in voice and messaging
What is next then? Three predictions (since it is the day of 3 predictions from all analysts : ) :-
1) Data will grow much more than what most analysts are calling for. McKinsey thinks 17 times growth from 2009 to 2012 in mobile data
McKinsey thinks that even this number is relatively conservative. They think it could be 25 times growth by 2012.
Tablets, mobile video and broader consumer adoption of mobile browsing will drive mobile data growth.
2) Enterprise will outstrip Consumer in wireless (this is surprising as per me as consumer has been the bigger driver of smartphone data via apps so far)
Enterprise mobility will enable employee mobility etc
– 6 times higher willingness to pay in enterprise consider to consumer
– big market. M2M sensors estimates keep rising on a daily basis
– many verticals are ripe for innovation
Healthcare is particularly exciting in the M2M arena.
Healthcare will expand in 5 trillion dollars overall in 5 yrs. At current rates healthcare will be 30% of us GDP
* Remote Monitoring
* Remote Consultation
* Medication Management
* Health and Wellness
3) New directions in Application Architecture
– Data growth needs efficient network
* 30% time waiting on mobile browsing
– Platform independent tech like HTML5, JIL (Java Intermediate Language), WAC (Wholesale Application Community – the operator consortium), SNs (?)
– Delivered in the cloud (aha – Cloud Computing – we know it)
* Consumer – Large portions of iPhone apps already on the Amazon Cloud or EC2
* Enterprise – 40% savings by moving to cloud
Robert Prudhomme (Nielsen) :-
Growth has slowed in postpaid the USA. Prepaid is going well.
Only verizon and AT&T were able to get net adds in Pospaid this year. However, all of these came at the expense of T-Mobile or Sprint (no wonder, with 80%+ market penetration for wireless in USA, you can only get new customers by poaching from your competitors)
AT&T is doing well with its Connected Devices business, however a concern is that Standards and Business models around these new devices are not clear and their financial worth is not known.
The erstwhile prepaid kings, the carriers Cricket and Metro are suffering as the Big-4 wireless operators are getting most of the prepaid now.
Sprint is competing on pricing while it tries to retain its customers who are churning fast. The No 1 reason to win a customer now is promotion and pricing. This means price wars as are seen in $50 all you can eat plans from some carriers. Now, Sprint is even undercutting T-Mobile in pricing. (my conjecture is that the profit margin in $50 all you can eat plan is really next to nothing).
Of course wireless has lot of bright areas too on the premium side – mainly Record smartphone sales. On premium side, smartphone (driven by top smartphones like iPhone and Android phone) sales are driving fast growth.
Wireless Tablets remains an unpredictable play for the operators. This is depicted by the fact that only 1/10th of iPad tablets sold are activated on the AT&T network. Rest are using WiFi or exported out of the country. (But AT&T still scores as it has a respectable nationwide WiFi network – of course free public WiFi for broadband customers is a customer retention strategy by carriers like AT&T and not really a revenue generator).
Smartphones are driving increases in App adoption (finally a direct reference to Apps)
– 59% smartphone owners download apps
– 9% feature phone owners download apps
AT&T – 74% postpaid net adds in last quarter are iPhone customers (did I get it right – 74% ?).
Interesting stat from Nielsen : -950,000 netadds lost from AT&T if they lost iPhone exclusivity per Nielsen estimates. In other words, with the impending Verizon iPhone and potentially on other carriers too, AT&T might loose almost 1 million net adds per quarter. A significant number but one AT&T is already planning for most likely.
In France and other European countries, when iPhone exclusivity ended with one carrier, Apple doubled their share or more in some cases. So one can conclude that the Apple stock price may be trading at a discount if its market share is about to rise (now let me run and buy some Apple stock.. : )
Overall an excellent discussion on the 2011 Outlook for US wireless by some Industry heavyweights in the Analyst world. Congratulations to the team at Wireless Technology Forum (Atlanta) and especially to Gerry Purdy of MobileTrax for putting together this awesome event.
November 22nd, 2010