Worldwide Wireless Data Trends – Mid Year Update 2006 August 31, 2006

Posted by chetan in : 3G,AORTA,ARPU,BRIC,Carriers,Devices,Enterprise Mobility,European Wireless Market,India,Indian Wireless Market,International Trade,Japan Wireless Market,Microsoft Mobile,Mobile Advertising,Mobile Applications,Mobile Content,Mobile Ecosystem,Mobile Entertainment,Mobile Search,Mobile TV,MVNO,US Wireless Market,WiMax,Worldwide Wireless Market , 1 comment so far

Download white paper – Worldwide Wireless Data Trends (doc, 320 kb)

Download PPT (1.3MB)

This research note summarizes the wireless data trends in over 40 countries and the analysis of over 30 prominent operators.

Your comments are always welcome.

See you at CTIA.

3G Growth August 25, 2006

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Ovum concludes that 2006 is the year that 3G is gaining momentum with market migration to 3G looks to be far higher than anyone expected. Western Europe’s net additions to WCDMA, for instance, accounted for 95 percent of total regional net additions in the first quarter. Many of the underlying trends are pointing for a rapid migration to 3G this year: 3G-based packages are a greater percentage of the overall mix, 3G handsets continue to improve in quality and performance and certain services such as music downloads and mobile TV are gaining interest, Ovum says.

We predicted this last year. It also was published here.

Power of Good Patents – Apple pays $100M to Creative August 23, 2006

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Inventors should take note, specially in small companies. Patents provide protection for your ideas and businesses.

Apple Computer Inc. said Wednesday that it is paying $100 million to settle a dispute with rival Creative Technology Ltd. over the design of its trendy and iconic iPod digital media player.

Creative, developer of the Zen digital media player, had sued the Cupertino technology company this year, charging that the iPod took its patent-protected technology to sort and organize thousands of songs. It sought, among other remedies, to halt iPod shipments to the United States from China, where they are manufactured.

Apple countersued, arguing that Creative, based in Singapore with U.S. operations in Milpitas, infringed on three of its patents.

The two companies said Wednesday that they had amicably settled their differences. Apple will pay $100 million to license Creative’s technology and use it in its iPods, with the opportunity to get back a portion of the fees if Creative is able to license that technology to other companies.

Try Farecast August 21, 2006

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When to Buy

I have already saved 100s of $$ using this fare predictor engine

Connexion Dis-connexion

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$1B down the drain for Connexion (Boeing). Fundamental problem was in the basics. The demand was there but it was too darn expensive to deploy and took too long. At $500K/installation, it took a while for investment to pay off. Idea is still great. We need both Internet and Power supply on long haul flights. An extra $50 is nothing for the time utilized. Hopefully, someone will pick-up from where Connexion leaves us.

Future of Handsets

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A beautiful piece on future handsets by Business Week

Chinese are coming (ZTE) August 19, 2006

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As noted in a note couple of CTIAs ago, Chinese infrastructure providers are starting to operate on the world stage. In a first, ZTE will be shipping 3G terminals to Telus in Canada.

The first batch of CDMA EVDO data cards has been shipped and will be available in major Canadian cities this month. This marks another important breakthrough for ZTE in the European and American high-end markets, the most advanced 3G markets in the world, following its cooperation with top European operators such as France Telecom and Hutchison Whampoa. North America is regarded as the most difficult market to break into and the move is a significant milestone in ZTE’s overseas expansion.

China Mobile is now the most valued wireless carrier

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Last week, China Mobile with its massive subscriber base blew past Vodafone as the highest valued company. As of 8/17, China Mobile’s market cap was $136B vs. Vodafone which was around $133B

Mobile Search News August 16, 2006

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Some activity in the Mobile Search space

Branded vs. White label mobile search solutions. Carriers are struggling to define their long-term strategy in the space. Do they bring it in-house, go white-label, or just hand over the real-estate to the likes of Google. It is an interesting dilemma for them as they clearly see the opportunities but are also scared to execute on it.

Moconews reports the tussle going on at Vodafone – Vodafone looking for fast exit from Google mobile search partnership

As I have discussed before, various modalities come into play for providing input to the search engine. Google makes the move with the purchase of Neven Vision. With Image strategy behind, next acquisition might revolve around voice search or some forays into LBS.

US Wireless Data Market Stats Coverage August 15, 2006

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The research note from the weekend got coverage at Moconews, GigaOM, Unstrung, Seattle Times, FierceWireless

Mobile Phone Sales 1H06

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According to new research from The NPD Group, mobile phone sales to consumers in the U.S. reached 67 million units in the first half of 2006. This number represents a slight decrease (less than 2 percent) compared to sales during the second half of 2005. NPD estimates total first half 2006 consumer sales of nearly $4.4 billion, after rebate and promotions. There was no word on what share of the market included 3G wireless broadband-capable phones.

“The U.S. handset market remained strong during the first half of this year,” said Neil Strother, research director for mobile devices at The NPD Group in a prepared statement. “There was a small, seasonal drop during the first half of this year, compared to the second half of last year. But this is to be expected, since holiday purchasing accounts for higher mobile phones sales during the latter part of every year.”

According to NPD’s Mobile Phone Track, Motorola continued its leadership in the U.S. market during the first quarter, boosting its share sequentially from 29 percent to 32 percent as it continued to ride the success of its popular RAZR models. Nokia and LG followed with 16 percent with Samsung at 15 percent.

Following is the breakdown of top 10 manufacturers’ first half of 2006 market shares:

 Motorola 32% 

 Nokia     16%

 LG         16%

 Samsung 15%

 Sony Ericsson 4%

 Kyocera 4%

 Sanyo  2%

 UTStarcom  2%

 RIM  <1%

 Palm <1%

During the first half, Motorola continued to dominate the GSM (global system for mobile communication) space with a 42 percent share of the market, followed by Nokia with 23 percent and Samsung with 13 percent. During the time period, LG was the leader in CDMA handsets with a 36 percent market share, Samsung reached 18 percent and Motorola at 14 percent.

Sales of music-enabled devices have doubled significantly since last year, from five percent during the second quarter of 2005 to more than 10 percent during the second quarter of 2006. The percentage of mobile phones sold with Bluetooth capability has also increased significantly in the last year, from nine percent during Q2 2005 to 22 percent this past quarter.…

Top Mobile Sites June 2006

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Source: Telephia 

China 3G

Posted by Chetan in : 3G,ARPU,BRIC,Carriers,International Trade,Mobile Content , add a comment reports China may delay issuing licenses for high-speed mobile-phone services to the first half of 2007 because locally developed network technology isn’t ready for commercial use, researcher Norson Telecom Consulting said. Telecommunication cos in China, the world’s biggest wireless mkt by subscribers, are looking to 3G services, which offer users faster downloads of videos and music on their handsets, to spur spending.

US Wireless Data Market – Mid Year Update 2006 August 13, 2006

Posted by Chetan in : 3G,AORTA,ARPU,Carriers,Devices,Enterprise Mobility,European Wireless Market,Japan Wireless Market,Microsoft Mobile,Mobile Advertising,Mobile Applications,Mobile Content,Mobile Ecosystem,Mobile Entertainment,Mobile Gaming,Mobile Search,Mobile TV,Mobile Usability,MVNO,Networks,Partnership,Smart Phones,Speech Recognition,Strategy,US Wireless Market,WiMax,Worldwide Wireless Market , 2 comments

Download PPT – 

Download PPT 

India wireless market growth continues August 11, 2006

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As predicted in our last two reports on the Indian wireless market, the market continues to grow. July numbers exceeded 5.28M subs rivaling the growth in China. More details here More info on reports here

Click to call: New revenue models from Mobile Search August 10, 2006

Posted by Chetan in : 3G,AORTA,ARPU,General,Mobile Search,Mobile Usability,Smart Phones,Speech Recognition,Strategy,US Wireless Market,Worldwide Wireless Market , 1 comment so far

From time to time, I will be contributing some posts to Ajit’s Open Garden Blog – This post is first in the series.

“What we find changes who we become” – Ambient Findability, Peter Morville

As the discoverable content increases in depth and breadth, it is inevitable that mobile search will drive user navigation on devices. Whether it is by user keying in a few keywords or short cuts or search engine generating a personalized, to-the-minute “always-active” user interface that directs user navigation, mobile search strategies will start taking center-stage for most consumers.

There are several differences between Internet (aka Google) search and mobile search. While Google on desktop might return a useless list of 2M hits (the useful results are generally in the first dozen links), mobile search needs to take in more variables before it figures out the “answer” to the user input. These variables are driven by context, history, preferences, and social network. You weir off a bit and the experience starts to waffle. Understanding “user’s intent” is key.

The business models are also different. While Google might present the paid-search-results on top, on the side or even blended in the main body, search results needs to very optimized and customized to the query and context. In addition, several new models come into play like “click-to-call” or “push-to-call” where real money is to be made. Click-to-call has a simple revenue model which most businesses understand. It is conceptually same as ‘referral fees’. Some calls such as in real-estate or mortgage business can yield over $30-40 per call for referrals. Some of the emergency services like plumbers, dentists, locksmiths have up to 50-60% conversion rates. You can do the math. The provider who has the best and most updated inventory has a big leg up in the race for mobile search domination. Local inventory plays a huge role, the hard part is to keep the numbers refreshed and encourage the ecosystem to participate and update the information while also getting involved in the advertising side of the business. Click-to-call already exists on Google on the Web . But on mobile devices, it takes on a much more useful and immediate dimension due to the nature of the medium.

Advertising also takes a new dimension with mobile. The wealth of user information and the capability to have 1-to-1 relationship with the user makes it a very powerful platform for the multi-billion dollar advertising industry. Advertisers design their campaigns based on the hard and real user demographic information and also get the confirmation of a “view” which is gold for advertisers. Having said that, a few missteps can also alienate users for months. Advertisements and/or promotions will also have the “click-to-call” functionality. Several travel agencies and big brands have already experimented with clickable ad campaigns. Earlier this year, Google filed the patent application for the same. Similar functionality could be built for audio content and other pieces of content types. Click-to-call will also become a very social and viral feature.

Click-to-call in combination with automated attendant is also very disruptive to the multi-billion directory-assistance (DA) and yellow page industry. If a smart analytical engine backs up the voice recognition system (could be tied to mobile search), majority of the consumer queries can be taken care of without reaching a live person thus deceasing the $1-$2 per call charge to the consumer.

Click-to-call can also be offered as a customer service-enhancing tool by the carrier or as an instant survey or feedback tool for different industries.

The majority of the searches initially will happen via browser and by using keypad input from the user but will gradually be integrated tightly across applications and platforms and will accept voice, image, bar code, and others input mechanisms. Mobile search will also renew the “dumb-pipe” debate, disrupt the value chain, and force players to form new alliances that weren’t conceivable before. New business models such as “click-to-call” will bring new sources of revenue to the wireless industry. In the end, mobile search will help drive quality of content and better user experience.

I welcome your thoughts on this model and others in relation to Mobile Search.

Wireless Data Revenues on the rise

Posted by Chetan in : 3G,AORTA,ARPU,Carriers,European Wireless Market,Japan Wireless Market,US Wireless Market,Worldwide Wireless Market , 2 comments

All top 10 operators registered over $1B in data revenues for the first half of 2006. The carriers in order are NTT DoCoMo, China Mobile, KDDI, Verizon Wireless, Cingular Wireless, Sprint Nextel, O2 UK, Vodafone Japan, SK Telecom, and China Unicom. Some did with execution (like KDDI and DoCoMo), while others by sheer size of their customer base (Chinese carriers). For the first half, the top 10 carriers accounted for almost $24B in data revenues.

T-Mobile Numbers August 9, 2006

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Last of the major US operators announced their 2Q results. TMO US generated over $383M in data revenues with data ARPU at 5.72 or 11%. At the end of 2Q, they had approx 23M subs. TMO Germany and UK generated $417.96M and $227.88M in data revenues respectively.

Sony’s Mylo

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Sony today announced a portable communicator device that connects to any open Wi-Fi hotspot and enable its users to stay in contact with friends via email, chat and voice chat. More details here

Best Brands in the world August 8, 2006

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Interbrand released its survey on best brands –

Six Mobile guys are in top 100

  • Nokia (6)
  • Disney (8)
  • Samsung (20)
  • Sony (26)
  • MTV (50)
  • Motorola (69)
  • Proud to say 6 of the top 100 are our clients.