In most of Europe, mobile network operators (MNOs) have largely completed their 3G network roll outs. During the last year or two their focus has been on upgrading these networks with new technologies, including femtocell and, importantly, HSPA. Following trials expected to be held during 2010, LTE will soon be sufficiently advanced for commercial launches. This will provide significant opportunities for Europe's market for convergent services, adding a new platform for delivering a range of media...
Earlier this month, I had the opportunity to attend the The Emerging Communications (eComm) 2009 conference in San Francisco which was packed with 3 days of fascinating conversations about the future of communications. I absolutely enjoyed talking to various speakers and attendees giving me a deep level of appreciation and perspective on technical, commercial and political issues at hand -- and what is likely to come in the next few years. And speaking of politics, Lee Dryburgh, who founded eComm in early 2008, has generously allowed us to share with you a fascinating panel discussion which took place on day 3 of the conference called "Spectrum 2.0 - What's really happening?"
Mobile WiMAX, with the release of 2×2 MIMO chips in 2008, gives WiMAX a lead of two or so years on its major competitor -- the 3GPP's LTE. However, 3G cellphones using 3GPP UMTS technologies, extended to higher speeds with HSPA, is widely used in handsets in many countries. In North America, 3GPP2 CDMA2000 and EV-DO are widely used, but these are likely to be replaced over time by LTE and to some extent WiMAX.
When I wrote the BuddeComm analysis on the introduction of Apple's iPhone I commented that the most significant element of this event was that it would begin to create cracks in the flawed business models of the mobile operators, who are desperately hanging on to their closed networks very much like the fixed operators were fighting tooth and nail against opening up their networks. We have seen that the fixed operators have largely lost this battle and we predict that the future of the mobile networks will be no different...
I've been posting photos and snippets during eComm 2009 this week, but composing my overall impressions has been another matter. Sitting through 3 days mostly filled with continuous 15 minute presentations is a surefire recipe to fry your brain, and most people I talked to were topped out well before things wrapped up Thursday night. It's information overload of the highest -- and best -- order... Here's my top-line takeaway, and reading the rest of this post is really just detail. But it's detail you'll probably love if you really want to know what you missed...
Our problem isn't the lack of capacity -- it's our inability to achieve simple connectivity. We have abundant capacity but can’t use it because we have gatekeepers who set a price on our ability to communicate and innovate. If we were able to take advantage of what we already have we would find ourselves with a wealth of opportunities rather than having to pay billions to "stimulate" the gatekeepers into letting us create new value.
In the mid-year 2008 rankings by the Fibre-to-the-Home (FttH) Council, South Korea, Hong Kong, Japan and Taiwan occupy the top four positions in terms of household penetration percentage. Asia Pacific now accounts for more than 27 million of the world’s 32 million FttH connections.
Apple Computer has received high praise for the diversity of applications available for the iPhone. The company shows great willingness to accept third party software innovations. But Apple also solely decides whether to accept and make available any application. Rejected software vendors for the most part do not exist if they do not have shelf space at the Apple store.
Is the new ".tel" domain launching today more than just a pretty web interface to DNS? Is it something really unique? Is it a new service that couldn't be easily replicated elsewhere? In case you haven't been following the subject, a company called Telnic has launched a new top-level DNS domain ".tel" today. Today, December 3rd, is the launch of the "Sunrise" period where companies can (for a high price) obtain the ".tel" domain associated with their trademark.
"80% of Web users will choose mobile broadband over fixed by 2013" is the headline of a Total Telecom interview with John Cunliffe of Ericsson. I agree with the conclusion although I think Ericsson will be unpleasantly surprised to find that LTE is NOT the technology which leads to this revolution. Mobile access at speeds at least equal to what cable offers and at a price lower than today's cable broadband will be available both in the home and on the road within a year or two at the most.