Monday, November 2, 2009
Order of Magnitude Increase in Mobile Bandwidth by 2015
U.S. mobile carrier traffic reach 724 TBytes per month in 2015, up from 15 TB per month in 2009, says Coda Research Consultancy, an overall compound annual growth rate of 90 percent. As you might expect, video is behind the sharp rise, growing 104 percent.
(click image for larger view)
In fact, by 2015, video is forecast to represent about two thirds of all traffic, or 459 TB a month, Coda Research says.
That could be a problem. Sprint and Clearwire, for example, argue their new WiMAX networks will provide three times to five times the bandwidth of 3G networks. That's all well and good, but this forecast suggests aggregate demand will grow 10 times from present levels.
Several issues: is there enough spectrum to handle all this growth? What is the cost of upgrading facilities, even if there is enough spectrum? Is there any video revenue model that pays for the investments? Will the mobile regulatory framework provide incentives or disincentives for investment?
Those are the big challenges. But the report has other nuggets for some parts of the mobile ecosystem.
Handsets will drive 68 percent of mobile carrier traffic by 2015, while netbooks will represent 14 percent.
Coda also estimates that mobile ad revenues will total $5.05 billion in 2015.
By 2015, mobile data revenue will grow to 47 percent of mobile service provider revenues, while voice generates 53 percent of revenue. This last prediction is important, as it suggests how and when mobile service providers will cope with the ultimate shift away from mobile voice business models.
Labels:
broadband,
business model,
mobile
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Subscribe to:
Post Comments (Atom)
Will AI Fuel a Huge "Services into Products" Shift?
As content streaming has disrupted music, is disrupting video and television, so might AI potentially disrupt industry leaders ranging from ...
-
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
-
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
-
One recurring issue with forecasts of multi-access edge computing is that it is easier to make predictions about cost than revenue and infra...
No comments:
Post a Comment