1. SVC Wireless March 10th Meeting: Mobile in Crisis- How to Survive and Thrive through the Economic Tsunami
- Richard Lim, Managing Director, GSR Ventures
- Junbo Liu, Executive Vice President, VanceInfo Technologies
- Michael Mace, Principle, Rubicon Consulting
- Bill Maggs, Head of Developer and Partner Engagement, Sony Ericsson
- Satya Mallya, Director, Personal Sphere, Wireless & Terminals, Orange Labs, France Telecom
Key Observations and Data Points:
China has the most Internet users in the world. Most of them are under 30 with over 1/2 the total users being students. eCommerce is starting to grow rapidly. China Mobile is the leading ISP and mobile service provider with 80% market share. But China Telecom and Unicom also have 3G licenses. Mobile services are the fastest growing telecom market in China. Over 1/2 the world’s handsets are manufactured in China.
Buying patterns change during a severe economic downturn. Users are reluctant to upgrade their or buy new gadgets. HTC (Taiwan) is a significant handset manufacturer.
The Mobile OS market continues to be fragmented. Android is a very promising software platform. Symbian (from Nokia) has been losing market share, while Windows Mobile is making some progress.
Apple’s App Store has been very successful with over $1B in sales. A web application ecosystem from other smart phone vendors (RIM, Palm, etc) will be necessary to successfuly compete with Apple’s App Store.
2. TiE Mobility Panel Session- March 3, 2009 – WiMAX Take Aways:
3. 3G Phones Exposing Networks’ Last-Gen Technology (NY Times)
We have longed claimed that 3G networks would become saturated once more users accessed the Internet using smart phones, gadgets, notebooks, or netbooks. That is why we’ve been a proponent of an all IP network that had built in prioritization, access control, pre-emption and other forms of QoS capability. The NY Times has now documented this problem, reporting on the frustration many iPhone users have with 3G network access. Here’s a quote:
"The major mobile carriers have spent tens of billions of dollars on new voice and data networks that they advertise as superfast wireless express lanes. But analysts say these upgrades present major engineering challenges, and the networks often underperform. The resulting technological glitches have given many owners of fancy new phones the urge to throw them out the window and onto the highway."