Spectrum sharing matters because communications spectrum is a scarce asset, and demand is growing very fast, both because billions of new Internet access users will come online, and because new Internet apps and devices consume vastly more bandwidth.
Spectrum sharing martters, in large markets, because there is, for example, almost no uncommitted communications spectrum available in the sub-2-GHz range.
Though there is an expectation that much spectrum in millimeter bands (3 GHz to 300 GHz) can be allocated for communications purposes, most of that spectrum will be severely “short range,” and hence best suited for indoor or small cell applications.
Global mobile data traffic grew 69 percent in 2014, and each succeeding mobile generation seems to grow consumption by an order of magnitude, according to Cisco estimates. Long Term Evolution (4G) devices consume an order of magnitude more data than a non-LTE device, for example.
Any smartphone tends to lead to consumption of 37 times the data of a feature phone, according to Cisco. And smartphones are becoming the standard global device. Where today 28 percent of customers use smartphones, that will grow to perhaps 52 percentby 2018.
Use of Internet access plans might reach 84 percent by 2020, according to Ericsson.
You can see where this is going. Younger users text more than they talk, and though today's users 25 and above still talk more than they text, the usage pattern is uniform: younger age cohorts text more than older age cohorts.
So as each age cohort advances, one might predict that texting behavior will grow over time. How much it grows is the only real question.
Users 18 or younger actually"talk" about as much as users 55 to 64. One suspects an awful lot of "voice" activity is of the coordination and collaboration sort, so that younger and mid-life workers might be in work groups that require more coordination than workers 55 to 64.
By now, telecom executives are well aware of the “disruption” market strategy, whereby new entrants do not so much try and “take market share” as they attempt to literally destroy existing markets and recreate them. Skype and VoIP provider one example. The “Free” services run by Illiad provide other examples. Most recently, we have seen Reliance Jio disrupting the economics of the mobile market in India, offering free voice in a market where voice drives service provider revenues. “Free” is a difficult price point in most markets. But free voice forever is among the pricing and packaging foundations for Reliance Jio’s fierce attack on India’s mobile market structure. “Free voice” does not only lead to Jio taking market share, but reshapes the market, destroying the foundation of its competitor business models. At the same time, Jio hopes to become the leader in the new market, driven by mobile data, with far-higher usage and subscribership, and vastly-lower prices. source: GSMA Disruption…
“Take the package” (early retirement) quipped Tony Mosley, Ocean Specialists director of business development, after a review of major trends in the global telecom business at the latest PTC Academy program in Bangkok, Thailand.
Mosley's playful retort came just before students developed a list of key challenges they would face as new CEOs of their own retail businesses.
The work teams came up with a list of six major issues they would have to confront: Margin compression Regulation Over the top services Differentiation Spectrum Convergence As part of the three-day program, students (mid-career telecom professionals) are exposed to the business challenges leaders of businesses confront, and how they work to overcome those obstacles.
As always is the case, there was debate about whether it is possible to “move up the stack,” adding value and perhaps occupying new niches in the business ecosystem, to boost revenue and raise margins. At the concluding session, students were immersed in thinking…