CHETAN SHARMA

 

Sept 8th. Seattle.

 

Mobile Future Forward is a gathering of some of the most influential minds in the mobile industry who are helping shape the industry. The experts and visionaries from around the globe will discuss the mobile industry 2-5 years forward, envision what the user experiences and use case scenarios look like, discuss and debate the challenges and opportunities in the journey to that vision.

Sponsors: Clearwire, Intel, Millennial Media, Real Networks

 

Mobile Breakfast Series - (Mobile) Startup Nation. June 10th

Mobile Industry through the eyes of 8 startup CEOs, 4 Experts

Sponsors: Motricity, OpenMarket, Openwave, WDSGlobal

Managing Growth and Profits in the Yottabyte Era (2nd Edition)

The year 2010 will be remembered for many milestones. One of them clearly will be the significant migration from voice to data services and revenues. In Q1 2010, the number three operator in Japan - Softbank Mobile reported 55% of its service revenues coming from data thus becoming the first major operator to have more revenues from data services than from voice. Over the course of the rest of the year, other operators like NTT DoCoMo will take this data leap as well.

US, the nation with the most mobile data service revenues went past $14 Billion in quarterly mobile data revenues and is expected to go past the $50 Billion mark for the year in 2010. The subscription penetration in the US is well over 94% and the mobile data usage is on the rise.

While the rate of new subscription addition has slowed down, the pace of innovation is going very strong. Just like Japan, other major economies will slowly transition from a voice-centric universe to the one where voice is just another application on the all-IP network. Operators will make significant transition from voice to data, from making calls to getting lost in applications and from voice communications to multimedia communications. Helped by the ever expanding wireless broadband networks, and release of hit devices every week, and the consumer’s insatiable appetite for information and content has brought us to the surge of a data tsunami that will shake the industry to its core.

 With everything moving to digital, information repositories across the web are almost doubling every day moving rapidly to the yottabyte (YB) era. The information, the desire and the capability to consume oodles of data is increasing exponentially. As a result the traffic – both wireline and wireless is also increasing at a predictably fast rate.

In 2009, the global yearly mobile data traffic reached a new milestone – 1 Exabyte (EB) or 1 Million Terabytes (TB). In the US, the data traffic is growing so fast that we are likely to exceed the 1 EB barrier in 2010. By 2016-17, the global yearly mobile data traffic is likely to exceed 1 Zettabyte (ZB) or 1000 Exabytes. How does the industry go about managing such growth in a profitable manner when the cost of supporting such traffic will increase exponentially? Will the move to LTE offer some respite? 

This paper is the second edition of the “Managing Growth and Profits in the Yottabyte Era” research paper. It discusses the research and analysis done by Chetan Sharma Consulting on the growth of mobile data traffic in over 45 countries (with a detailed look at the US market) and how the ecosystem can apply some strategies to manage growth and profits.

We have built detailed models to estimate the rise of mobile data network traffic and to understand as to how the margin per bit can be maintained. Over the course of the last year, we have worked with several global players in the ecosystem to deploy effective strategies and solutions. This paper also draws from this experience on the ground.

Download Paper

Your feedback is always welcome.

Thanks.

Chetan Sharma

Disclaimer: Some of the companies mentioned in this paper are our clients.
 

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Recent Publications/Media Interviews/Mentions

Whitepaper

Whitepaper

Whitepaper

SeattleTimes Game-changer at Microsoft
4gtrends

New balance of power in Japan as users convert to smartphones

NPR Mobile Apps Market Scales Up From Zero to Billions
BusinessWeek

New Web Services Put Music in the Cloud

Social Phones Offer Shortcuts to the Web

Billionaire McCaw's New Mobile Bets on Profitless 4G Clearwire

AT&T may find Apple iPad Strains Network more than expected

Verizon joins AT&T and others in Booking Costs from Health-Care Law

NY Times Cellphones Now Used More for Data Than for Calls
Business News Network iPad and Mobile Networks (video)
Bloomberg Law Reports Why Continue to Invest in Patents?
Mercury News

Apple: Enhanced multi-tasking will be added to iPhone software

Telemanagement Mobile data is king: surpasses voice
TelecomTV Technicality stops Skype on Verizon Android phones
Mobile Entertainment Android rising in Japan
Nasdaq

Seismic shift in mobile use

GCN Mobile data volume exceeds voice traffic for the first time
AllThingsDigital

A New First in Mobile: Data traffic Outstripped Voice Traffic Last Year

Mediapost

US Led in Mobile Data Growth in 2009

Hot Hardware Mobile Data Surpasses Voice Traffic for First Time
BBC

Mobile application sales to reach $17.5B by 2012

GigaOM

Privacy as Competitive advantage in Mobile

A Modest Proposal on Privacy

AT&T Verizon's Future Is in Your Fridge

Mobile Apps are hot, but don’t forget emerging markets

Connected Planet Mobile apps explode, but what about the little guys
Techcrunch Mobile app sales will overtake CD Sales by 2012
Fast Company Mobile Apps Sales to Hit $17.5B by 2012
WSJ Studies Forecast Rapid Growth in Mobile Apps
 

 

Missed an article? All articles can be found here.

 

 Upcoming Events

Chetan Sharma Consulting Partner Mobile Events

July 12-13 MobileBeat 2010. Discount Code VB-Chetan
July 20 paidContent2010 Mobile. Discount Code CHETANGUEST
 
Notes from recent events Mobile Breakfast Series I, II, III
June 10 Mobile Breakfast Series, Seattle
Sept 8 Mobile Future Forward, Seattle
Oct 5- 8 CTIA, San Francisco
Oct 15 Future Technologies Conference, Oxford

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

 Upcoming Research

June Mobile Future Forward
Aug US Wireless Data Market Update Q2 2010
Sept Global Wireless Data Market Update 1H 2010

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

© Chetan Sharma Consulting 2001-2010. 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? www.chetansharma.com

 

If you have questions or suggestions or feedback on this subject or on the wireless & mobile industry at large, please contact us at feedback@chetansharma.com - we look forward to hearing from you.

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