Mobile Breakfast Series is a quarterly event that brings together thought leaders and visionaries from the global mobile industry to interact and share ideas, insights, and best practices with the entrepreneurs, enthusiasts, and others who are passionate about mobile. The next event is on March 10th, 2010 with keynote from Rob Glaser, CEO and Chairman, RealNetworks Registration.

Notes from the 2nd event - GigaOM, Moconews, AORTA

Sponsors: Motricity, Openwave, and Clearwire

The Untapped Mobile Data Opportunity

Sponsored by INQMobile

The last two years in the global mobile market have been truly sensational. Over 1 billion new subscriptions added, over 2 billion new devices sold, and over $300 billion in mobile data revenues [1]. The number of new iconic devices each quarter is on the rise, the consumer engagement is at an all time high and the new startups and entrepreneurs are brimming with ideas and new products. Devices like the iPhone, Storm, Hero, INQ1, Mytouch, Cliq, Droid, N97 and others have captured the imagination of the media like never before. The smartphones or the integrated devices now account for approximately 9% of the global market.[2] However, what’s often lost in the smartphone euphoria is the remaining 91% of the market and the significant opportunity of data-enabling these customers.

Operators who have focused on data services as their core service have benefited with high data Average Revenue Per User (ARPU). As we quickly transition into the hyper growth phase of mobile data services, players who are designing affordable devices and services with "mobile data" in mind are the ones who will benefit from a higher uptick in adoption and sustainable consumer loyalty. However, as operators have migrated from 2G to 3G, many have missed an opportunity to customize or introduce new services that take advantage of devices being mobile, interactive, and always available.

Traditionally, there has been a big gulf between the functionality of featurephones and the smartphones; however, there is an emerging category of devices that will provide the functionality of a smartphone for the price of a feature phone. Though the average selling price or the ASP of the smartphone has been dropping, the price is still high for a significant majority of the global subscriber base. Consumers who are looking for a sub $50 device still want to the access applications such as Facebook, Twitter, Google search, and make VoIP calls, etc.

In this paper, we will look at the opportunity to attract the 91% of the global user base into the mobile data ecosystem. We will quantify the opportunity, examine what this opportunity means to the mobile value chain specifically to the mobile operators and discuss the success factors to accelerate the migration of non-active data users into the data realm.

Download Paper (660 KB)

[1] Source: Global Wireless Data Update, 2007-2009, Chetan Sharma Consulting

[2] As of EOY 2009, Source: Chetan Sharma Consulting

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Recent Publications/Media Interviews/Mentions



Telephony Online

Open to alternatives

Breaking down the walled garden


Could the Droid Be the Device That Finally Dethrones the iPhone?

Moconews Full speed ahead as US carriers invest billions, is it too much?
Reuters Les opérateurs télécoms forcés de s'allier pour suivre le rythme

Mobile advertising measurements still lack standardization


Defining Mobile Broadband

Solutions for the Broadband World

MobileMarketer Mobile CPM measurement standards are essential

Bandwidth hogs - iPhone and other smartphones

WSJ Big Phone Companies Are Unlikely US Antitrust Target
Xconomy A Yotta Insights on Making Money in Mobile
Gestion Del compromiso a la compra (in Spanish)
NY Times Customers angered as iPhones overload AT&T
Boston Globe Surreptitious success
RCR Wireless

The RCR Ecosystem - An Overview

Wireless Week Tough Times Call for Superior Customer Care
Mercury News Your phone, your life: New apps change how you use mobile devices
CNN Money US Wireless Data Revenues on the Brink
MIT Technology Review The New Faces of Android

New Metrics for Mobile Ad Networks

How the iPhone is driving a wireless bandwidth boom

Don't Neglect the Network, The Ultraband Panel


The Wireless Data Boom Will Cost the Carriers

AT&T's Designs for the Wireless Market

The iPhone's Wary New Rivals

Wireless Industry: Engaged in Double Counting?

Advertising Age Mobile Video Gets Ready for the Masses

Smartphone War Heats Up, Google Phones Still MIA

Concept Phones go on Display at Wireless Trade Show

The Next Netbook Trend: Cellphone-Like Contract Deals

CNN Money The iPhone and the Ensuing Wireless Broadband Boom
Washington Post

Is the Rush to Develop iPhone Apps Creating A Bubble?

Data Revenue Growth Nearly Offsets Plunge in Voice Revenues

Mercury News FCC probes Apple's rejection of Google Voice for iPhone

Mobile Advertising: Supercharge your brand in the exploding wireless market (John Wiley & Sons)

Wireless Broadband: Conflict and Convergence (IEEE Press/John Wiley)

Enterprise Mobility: Applications, Technologies and Strategies (IOS Press)

Survey Mobile Industry Predictions Survey
Whitepaper Inside the USPTO: A guide to the patenting process
Whitepaper What is your Patent Portfolio Quotient (PPQ)?

Missed an article? All articles can be found here.


 Upcoming Events

Notes from recent events PARC, CTIA, NAB, TiE, Mobilebeat, GigaOM, Mobile Breakfast Series I, II
Jan 27 Canada-e-Connect, Montreal
March 10 Mobile Breakfast Series, Seattle. Rob Glaser. Register
March 22-25 CTIA, Las Vegas
April ForumOxford Future Technologies, Oxford, London
May 11-14 Future in Review, LA
May 25-27 Open Mobile Summit, London
June Mobile Breakfast Series, Seattle

In addition, Chetan will be doing some private briefings to carriers, content providers and enterprise solution providers

 Upcoming Research

Jan 2009 Year End Report and Predictions for 2010
Feb Q4 2009 and 2009 US Wireless Data Market Update
March Global Wireless Data Market Update 2009

Missed an update? All research notes can be found here.

© Chetan Sharma Consulting 2001-2009. All Rights Reserved.
Chetan Sharma Consulting is a consulting and advisory firm helping companies in the mobile and voice communications sector. Our expertise is in developing innovation-driven product, business, and IP strategy. We've helped companies like NTT DoCoMo, China Mobile, Samsung, KDDI, Motorola, Alcatel-Lucent, Sony, Virgin Mobile, KTF, Sprint Nextel, Reuters, Disney, Qualcomm, Motricity, Reliance, BEA, HP, Merrill Lynch, Cincinnati Bell, Bain, SAP, Vulcan, American Express, and many others. What can we do for you?


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