The arrival of the iPhone, Android and iPad will raise the stakes higher in the mobile broadband market. The fact that iPhone alone has over 140,000 Apps over sort of open networks, not portals, shows the demand for mobile applications. This will put an enormous strain on the infrastructure of the mobile operators and will require them to build fibre networks to all mobile stations, as well as invest in more spectrum and new technologies such as LTE. At the same time the mobile subscriber markets are becoming saturated and competition is driving margins down. more
All the talk early this year seems to be about LTE deployment to alleviate chronic Apple and other smartphones induced indigestion on the AT&T and other major Mobile Networks swamped by data traffic. The telluric shift albeit the user will not care or should not notice is that when he or she will power on that smartphone or whatever the communicating Swiss Knife will be called, it will request an IP address to complete an IP based call. more
Apple CEO, Steve Jobs today announced the highly anticipated iPad and told the crowed that the company is now a $50 Billion a year company -- the majority of it being from sales of mobile devices including iPod, iPhone, and laptops. Now with the introduction of iPad, Jobs calls apple a mobile device company: "Apple is a mobile devices company. This is what we do." Jobs says Apple is the number one mobile devices company in the world. more
Just when you thought Nexus One was the biggest thing coming out of Google this week, we now get word about Google Energy. Well, Nexus One is a big deal, but I say that wearing my telecom analyst hat. Switching to my smart grid hat, Google Energy is something else altogether... As big as that is -- and will be -- Google Energy has all kinds of implications for smart grid. For starters, more
Looking back at the year that just ended, here are the top ten most popular news, blogs, and industry news on CircleID in 2009 based on the overall readership of the posts. Congratulations to all the participants whose posts reached top readership in 2009 and best wishes to the entire community in 2010. more
In the past five years, as one of the country's 'pillar industry', China's telecom service industry has grown at a faster rate than the country's GDP. Revenue from basic telecom service contributes approximately 2.1% of the country's GDP, while value added telecom services contribute a further 3.2% to total GDP. more
For years, the National Association of Broadcasters (NAB) fought the White Spaces Coalition and others interested in making US "TV white spaces" available for broadband, Wi-Fi or indeed, any new purpose. When the FCC voted 5-0 to permit license exempt use of TV White Spaces, the industry brought suit in Federal court. And they did this, despite rules in the FCC's decision that are so restrictive that, for now, white spaces devices are doomed to commercial failure. more
There were more than 450 million mobile Internet users worldwide in 2009, a number that is expected to more than double by the end of 2013. Driven by the popularity and affordability of mobile phones, smartphones, and other wireless devices, IDC expects the number of mobile devices accessing the Internet to surpass the one billion mark over the next four years. more
The success of smart phone, in particular the iPhone, is both a blessing and a curse for the mobile operators. On the one hand it has broken into the monopolistic business models used by most operators and has most certainly loosened part of their stranglehold; on the other, these phones have increased usage on their networks. But these cracks are going to continue and will eventually lead to similar structural changes in the mobile industry to the ones we are currently experiencing in the fixed market. more
"Such a meeting has been a long time coming, large operators have been losing revenue as the communication market has diversified, network optimization should lend to them finding new revenue streams as the level of service can expand" -- Nick York, NGT Summit Director Asia Pacific. more
The theme of the 40th International Institute of Communications (IIC) conference in Montreal this week was "Wrestling with unpredictability in Global Communications". The panel I had the pleasure to be part of was under the motto : "Broadband futures". One of the questions addressed to me : Should we be concerned about a shortage of IP addresses as more people use broadband networks for more things? more
Eric Schmidt, CEO of Google, was interviewed at Gartner Symposium on the future of the Web and enterprise computing. Eric said to about 5000 CIOs attending the event, that Chinese will soon be a dominant language on the net and broadband connections will be so fast that various forms of media -- such as radio and TV -- will be blurred. more
Ten years ago, Nobel Prize-winning economist Milton Friedman lamented the "Business Community's Suicidal Impulse:" the persistent propensity to persecute one's competitors through regulation or the threat thereof. Friedman asked: "Is it really in the self-interest of Silicon Valley to set the government on Microsoft?" After yesterday's FCC vote's to open a formal "Net Neutrality" rule-making, we must ask whether the high-tech industry -- or consumers -- will benefit from inviting government regulation of the Internet under the mantra of "neutrality." more
There is a difference between rhetorical leadership and actually instituting regulations. As the Canadian Radio-television Telecommunications Commission (CRTC) chair Konrad von Finckenstein said on October 21: "Canada is the first country to develop and implement a comprehensive approach to internet traffic management practices." In a regulatory policy decision, the CRTC affirmed that it already has sufficient legislative authority within Canada's Telecom Act to police discriminatory practices by ISPs. Similar clauses do not exist in US legislation. more
The global telecoms industry numbers remain impressive: By 2020 there will be 6 billion mobile subscribers -- of which, according to Nokia, 95% will have access to wireless broadband by 2015, and by 2020, there will also be 3 billion fixed broadband subscribers. However the relevance of these numbers will decline. By 2020 there will be 50 billion fixed and mobile connections. more
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