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Global Wireless Data Market Update - 1H 2007 September 12, 2007

Posted by chetan in : 3G, AORTA, ARPU, BRIC, Carriers, Enterprise Mobility, European Wireless Market, Indian Wireless Market, Intellectual Property, Japan Wireless Market, Location Based Services, MVNO, Messaging, Microsoft Mobile, Mobile Advertising, Mobile Applications, Mobile Content, Mobile Ecosystem, Mobile Entertainment, Mobile Search, Mobile TV, Strategy, US Wireless Market, Wireless Value Chain, Worldwide Wireless Market , 1 comment so far

Global Wireless Data Market Update - 1H 2007

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http://www.chetansharma.com/globalmarketupdate1H07.htm

As you read this first half (1H) 2007 Global Wireless Data Market update this week, somewhere in China, the 500 millionth subscription is being signed up for services. In India, the 200 millionth subscription mark was crossed in the last two weeks. In the US, the 250 millionth subscription will be reached by end of the year. In total, these three top mobile markets account for 32% of the total number of global subscriptions.

2007 continued to enhance mobile data’s role in the operator ecosystem. From the true and tested SMS messaging to new services such as Mobile TV, Enterprise apps, and others, different services helped in adding billions to the revenues generated for the first half of 2007. Japan and Korea remain the envy of the global markets and the countries to study and learn from. The US market has been steadily making strong comeback and equaled Japan in terms of most service revenue generated from mobile data.

Chetan Sharma Consulting conducted its semiannual study on the global mobile data industry. We studied wireless data trends in over 40 major countries - from developed and mature markets such as Japan, Korea, UK, and Italy to high-growth markets such as China, India, Brazil, and Russia. This note summarizes the findings from the research.

Your feedback is always welcome.

Chetan Sharma

Mobile Commerce Seminar September 6, 2007

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The Mobile Commerce Seminar hosted by Miller Nash is next Friday. Agenda is below. If you would like to attend and get a discount, please let me know and i will send you instructions. Registration details here

9:00
Introduction and Overview

Brian W. Esler, Esq., Program Co-Chair

Miller Nash LLP

David L. Rice, Esq., Program Co-Chair

Miller Nash LLP

9:10
M-Commerce: Its Rise, Fall and Resurgence (or How Handsets Caught Up to the Hype)

History of M-Commerce; State of the Market Now; What Comes Next

Chetan Sharma, President

Chetan Sharma Consulting

10:00
Break

10:15
Carrier Perspective: Inside the Garden Wall

John Gockley, Esq., Vice President

U.S. Cellular
Chicago, IL

10:45
Emerging Legal and Regulatory Issues for M-Commerce

FCC Update; Hot Topics in IP; Other Regulatory Issues

Brian W. Esler, Esq.

Miller Nash LLP

David L. Rice, Esq.

Miller Nash LLP

11:30
Keynote Address ~ Universal’s Approach to Content Driven Opportunities

David Weinberg, Esq.

VP - Bus. & Legal Affairs, eLabs
Universal Music Group
Santa Monica, CA

12:15
Lunch (on your own)

1:30
Mobile Advertising: What’s Going to be in Your Pocket Tomorrow?

What will Consumers Accept; Analysis of Advertising-Driven Business Models

Joe Herzog, Senior Director

Infospace, Inc.

Sandeep Sinha, Dir. of Technology Partnerships

Motorola

2:30
Break

2:45
Hot Niches in the Crowded Mobile Entertainment Market

Where Downloads are Headed

Chris K. Beer, President

Media Lead LLC

3:30
User-Generated Content: Ethics and Legality, Opportunities and Obstacles

Harold “Harry” A. Little, II, Esq., Gen. Counsel

Vidiator Technology (US), Inc.

Derrick Oien, President

Intercasting Corporation
San Diego, CA

4:30
Questions and Answers

Members of the Faculty

4:45
Reception

NY Times Article: Apple Cuts iPhone Price Ahead of Holidays

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John Markoff of NY Times interviewed me for this article that will appear in tomorrow’s paper.

 

Apple Cuts iPhone Price Ahead of Holidays

By JOHN MARKOFF

Published: September 6, 2007

SAN FRANCISCO, Sept. 5 — Apple unexpectedly cut the price of its iPhone Wednesday, claiming that it was seeking to broaden the market for the popular but expensive phone for the Christmas season.

Justin Sullivan/Getty Images

Steven P. Jobs, Apple’s chief executive, unveiled a new iPod at an Apple event in San Francisco.

A new iPod model has touch-screen controls and built-in Wi-Fi.

Apple also introduced a new digital music player modeled after its iPhone and struck a wireless music distribution deal with the Starbucks coffee chain. Apple, which rarely drops the prices on its products, cut the price of its 8-gigabyte iPhone by $200, to $399.

Steven P. Jobs, the chief executive, said in an interview after the announcement that Apple would have been able to hit its publicly declared target of a million iPhones sold in the United States by the end of this month, even without a price cut.

“We’re a high-volume manufacturer, and we’re pretty good at getting costs down,” Mr. Jobs said. “It’s very clear we have a breakthrough product on our hands, but it’s also clear that many can afford it, some can’t. We’d like to make it affordable to even more folks going into this holiday season.”

Investors appeared to interpret the announcement negatively. Apple’s stock fell more than 5 percent, closing at $136.76, and most of the loss came during and after Mr. Jobs’s presentation Wednesday morning.

“My suspicion is that they got to 750,000 really quickly, and then it started to slow down,” said Van Baker, an industry analyst at Gartner Group.

The iPhone was first sold on June 29. A number of recent analysts’ reports have noted that it is selling well and is, indeed, outselling its smartphone competitors. But Mr. Jobs said that if the company had waited past the Christmas buying season to reduce prices it would have been forced to delay for another year reaching a broader consumer market. “We’re feeling like being more aggressive,” he said.

Chetan Sharma, a telecommunications industry analyst based in Issaquah, Wash., said, “They’re trying to get the next demographic to bite into it.”

Another breakthrough Apple product, the original Macintosh, initially sold briskly in 1984 and then stalled abruptly. The Macintosh market did not regain its luster until 1986 with the introduction of the Macintosh II. Apple’s market share among computer makers remains small, in part because of the premium price it places on its Macs. (Apple’s market share in music players has not suffered a similar fate, however.)

On Wednesday, Apple executives insisted that the price cut had been planned long ago and that the strategy had been conceived in part to keep the iPhone’s pricing in line with its new iPod Touch, a music player that looks like the iPhone but lacks the phone-calling ability. The sharp price cut, however, suggested that even Apple, which has long lived in a pricing bubble insulated from other personal computer makers, is not immune from the brutal pressures of the cellular phone business.

Mr. Jobs said the company was making a “total refresh” of the iPod line, and he demonstrated a series of new features that showed how Apple was turning the music player into a hand-held computer.

Mr. Jobs displayed the new flagship iPod Touch, which will sell for $299 for an 8-gigabyte model and $399 for one with twice the capacity.

Slightly thinner than an iPhone, the new device has touch-screen controls and a built-in Wi-Fi antenna that allows it to connect directly to the Internet. It also has a browser, which makes it more of a hand-held computer than any other music player.

Users will be able to connect to a new iTunes Wi-Fi store where they can download songs directly to their music players without having to connect to a computer.

Another feature of the iPod software will be the ability to alert a user entering a Starbucks coffee shop to the music being played there. Then, a tap on the screen will download the song from iTunes.

Howard Schultz, Starbucks’s chairman, said Starbucks stores in the United States are being equipped to manage this process. He said that stores in Seattle and New York City would have the ability by Oct. 2 and that other stores across the country would get the service over the next two years.

In other announcements, Apple introduced a new iPod Nano, chunkier than before, but with a bigger screen for viewing video. Mr. Jobs said he still hoped that Apple could salvage its relationship with NBC, which had said it would not sell its programs on iTunes. The two companies could not resolve differences over pricing.

“The other networks are thrilled,” Mr. Jobs said, “because we actually promoted NBC shows a lot last year and we were getting ready to promote them this year for the new season. Unfortunately that’s not going to happen. I think its a loss for both us and NBC, and I hope it gets put back together. But I don’t think that selling TV shows for a lot more than we are makes any sense. You can watch them for free on TV.”

Mobile Advertising Book Cover September 5, 2007

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John Wiley has the book cover up on its website. Amazon also the listing up.

Ad ecosystem continues to consolidate

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Yahoo buys Bluelithium for $300M and change

gPhone rumors increasing

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Over the last couple of weeks, the rumors of gphone’s imminent arrival have reached a crescendo. Om did a bit of his digging.