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
Who would dare to predict the year the Internet will reach 50 billion addressable devices? Thomas Noren, head of LTE product development at Ericsson sees one day 50 billion devices shouldered by LTE. He sees LTE as the truly global standard putting to rest the long and acrimonious rivalry between CDMA and GSM protagonists and even sees the Chinese third way with their TD-SCDMA aligned on LTE. Mobile WiMax is, in his mind, already relegated to the dustbin of history... 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
It's official. A team of market analysts from Oppenheimer are saying [PDF] what I've been saying since 1997, that the apps are separating from the network, and this is driving a wave of "explosive innovation." more
Cell phone carriers have seen a huge growth in wireless data usage. The iPhone is selling like hotcakes, and its users generate large amounts of traffic. Not surprisingly, as cellular providers deploy faster network technologies, users generate even more data... more
The Wall Street Journal reported that AT&T saw wireless networks about to drown under a deluge of data. To see YouTube content uploaded form an iPhone or Slingbox rerouting a favourite television program to your smart phone gives mobile network operators the shivers. Skype over 3G in the meantime gives sleepless nights, not because of surging megabyte floods but due to nightmares of considerable voice and roaming revenues washing away. Not easy to plan and engineer "managed transitions" under those circumstances. 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
Earlier this month, I had the opportunity to attend the The Emerging Communications (eComm) 2009 conference in San Francisco which was packed with 3 days of fascinating conversations about the future of communications. I absolutely enjoyed talking to various speakers and attendees giving me a deep level of appreciation and perspective on technical, commercial and political issues at hand -- and what is likely to come in the next few years. And speaking of politics, Lee Dryburgh, who founded eComm in early 2008, has generously allowed us to share with you a fascinating panel discussion which took place on day 3 of the conference called "Spectrum 2.0 - What's really happening?" more
Mobile WiMAX, with the release of 2×2 MIMO chips in 2008, gives WiMAX a lead of two or so years on its major competitor -- the 3GPP's LTE. However, 3G cellphones using 3GPP UMTS technologies, extended to higher speeds with HSPA, is widely used in handsets in many countries. In North America, 3GPP2 CDMA2000 and EV-DO are widely used, but these are likely to be replaced over time by LTE and to some extent WiMAX. more
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