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One of the great challenges has been to conceive a business model for next generation telephone companies. This is constrained by their limited core competences which do not match well with many of the opportunities that lie in entertainment and complex/customised bundles for consumers. Frost & Sullivan, a leading firm of industry analysts, notes the enthusiasm of service providers to offer connectivity, entertainment and information services, within a digitally connected world... more
It was interesting to see that in New Zealand Vodafone had second thoughts and decided to come up with its own proposal of forming a consortium of network operators, rather than simply supporting the government's announcement of its FttH plans. Our analysis of this change of mind is that mobile operators increasingly need fibre networks to sustain the enormous growth in mobile broadband. Most mobile stations around the world are not connected to a fibre network. more
Grant Gross of IDG News report: "The U.S. Federal Communications Commission will launch an investigation into exclusive handset deals between mobile carriers and handset makers, acting FCC Chairman Michael Copps said. Copps has instructed FCC staff to open an inquiry into exclusive handset deals, he said during a speech at the Pike and Fischer Broadband Summit Thursday." more
The total number of mobile internet users are expected to reach 134 million by 2013 as a result of increasing rise in smartphone popularity according to the research firm, eMerketer. Additionally Piper Jaffray, one of few organizations to project the extent of the growth, estimates that combined spending on consumer and business mobile applications will top $13 billion worldwide by 2012, a nearly fivefold increase over 2009," says eMarketer in a report released this week. more
I gave a talk yesterday at Northwestern called A DNS in the Air. My idea is that, in order to scale, the emerging wireless Internet needs something analogous to the domain name system (DNS) -- the infrastructure that allows you to reach sites across the Net. Billions of mobile phones, and even more billions of connected sensors and other wireless devices will completely overwhelm our current spectrum management regime. AT&T Wireless estimates we will need between 250 and 600 TIMES the current wireless capacity in 2018, less than a decade from now. more
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... more
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... more
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... more
Mobile WiMAX will outpace LTE over the next few years due to its head start on deployments, reports In-Stat. While WiMAX and LTE will take very different paths, the report suggests Mobile WiMAX already has commercial deployments where as LTE won't be commercially available until late 2009. more
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. more
In the move towards enabling mobile devices to use TV white spaces spectrum, Google along with Comsearch, Dell, HP, Microsoft, Motorola, and Neustar today announced the launch of White Spaces Database Group. The creation of this database has been part of FCC's big vote and approval of white spaces for broadband back in November. This is a required measure to ensure devices can locate channels and avoid interference. more
Patrick Neighly reports on CommsDay about the Pacific Telecommunications Council 2009 Conference held last week where Vint Cerf was a keynote speaker. From the report: "Historians will view 2009 as a turning point in Internet history, according to Google internet evangelist Vint Cerf. Speaking to PTC'09 attendees, the legendary figure warned the industry to brace for 'significant change' and said Asia was poised to forever change the look and experience of the online landscape. The region boasts 578.5 million surfers with nearly 85% of its population still to come. That influx is likely to combine with the launch of non-Latin-character addresses to reshape the Web into a very different beast." more
Recent statistics from the Bureau of Labor Statistics' Consumer Expenditure Survey has shown that American have been increasingly spending on mobile phones from 2001 through 2007. BLS data indicates cellular phone expenditures surpassed spending on residential landline phone services beginning in 2007. From the report: "In 2001, the ratio of spending on residential phone services to spending on cellular phone services was greater than 3 to 1. In 2007, cellular phone expenditures accounted for 55 percent of total telephone expenditures compared to 43 percent for residential phone expenditures. The distribution of telephone service expenditures between residential telephone/pay phone services and cellular phone services changed significantly in all age groups since 2001." more
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. more
The Pew Internet Project has just released its third report on its "The Future of the Internet" series where it has surveyed experts about the future social, political, and economic impact of the Internet. In this latest web-based survey, 578 leading Internet activists, builders, and commentators and 618 additional stakeholders (1,196 respondents) were asked to assess thought-provoking proposed scenarios for the year 2020, which include the following quantitative results... more
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