We now believe that smart phones and "all-in-one" gadgets will drive the need for more bandwidth and QOS and accelerate mobile network movement to 3.5G (EVDO, HSPA, mobile WiMAX, etc) and 4G (LTE and Advanced WiMAX- IEEE 802.16m).
UK research firm Mobile Squared reports that Apple to hit 1 billion app downloads on April 23rd! Please see:
They observe that the number of downloads from App Stores is growing exponentially: Apple is now experiencing average daily downloads of 5.1 million apps and requires another 38 million apps to reach 1 billion. At this download rate, the billion mark will be surpassed in a few days. At the start of December Apple announced that it has passed the 200 million download mark. And this was promptly followed by a similar announcement of 500 million downloads by January 19th.
We would expect to see the same growth from other smart phone and "all-in-one" gadget makers (e.g. RIM, Palm, Nokia, etc) who have started their own on-line app stores.
Many of the new apps will require massive amounts of bandwidth, e.g. video sharing, multi-media conferencing, interactive games, Video on Demand, real time broadcast video, Location Based Services, etc. The amount of bandwidth and real time, rich media content demanded by smart phone users will necessitate the need for new mobile networks with higher bandwidth and QOS.
And it appears that more powerful iPhones are just around the corner. The San Jose Mercury reports: Speculation grows over new Apple products
"Kaufman Bros. analyst Shaw Wu, in a recent note to investors, wrote that Apple could be ready to release a new iPhone packed with a powerful application processor to run more complex software. And Wu anticipates improvements to the device’s battery, which does not last much more than a day during heavy use."
and here is more proof:
Apple’s App Store: a rapidly growing marketplace
The big problem for network operators is that bandwidth and need for QOS is exploding, while revenues are increasing at a much slower rate. Hence, revenue producing services must be developed and come to market quickly for operators to get a decent ROI on their investments in next generation mobile broadband networks.
Smart phones and all in one gadgets will likely dominate the 4G mobile hand held market (that does not include netbooks and tablet PCs). We see little room for MIDs that do not have voice, conferencing or LBS capability. The functions envisioned for MIDs will likely be built into smart phones and multi-purpose gadgets (e.g. web based cameras).
Perhaps, the notebook and netbook PC user will be content with nomadic/ portable Internet access and related services (either from WiFi hot spots or WiMAX with USB dongles). The exception is Internet access in high speed trains, e.g. in Japan and Taiwan. In those cases, mobile WiMAX networks are being planned for notebook and netbook users.