Tuesday, December 18, 2007

DoCoMo or Softbank for iPhone?


Apple Chief Executive Steve Jobs reportedly has been talking with NTT DoCoMo and Softbank Corp. about becoming the exclusive supplier of iPhones in the Japanese market, says the Wall Street Journal. That market will be quite helpful if Apple is to meet its promised goal of 10 million iPhones sold by the end of 2008.

Japan's nearly 100 million mobile-phone users buy new phones every two years on average, and aren't adverse to paying for advanced electronics, so it seems a natural iPhone market. And smartphone adoption is headed up smartly, as this forecast by Research and Markets shows.

Apple sold a total of 1.4 million iPhones through late September, which shows the importance of adding the Japanese market to the relative handful of countries where the device can be bought. Travelers from countries where iPhone is not yet available, but which use GSM, have been known to stuff several into their bags before heading home from the United States.

Apple appears to be asking for the same percentage of revenue that it receives from other carriers, estimated at about 10 percent of revenue.

Monday, December 17, 2007

A Must-Attend Conference


I am betting that the Emerging Communications Conference 2008, to be held March 12-14, 2008 in San Jose, Calif., will be one of the best meetings of the year. It is quite hard to get Bellheads and Netheads together in any venue where people actually talk to each other. It is very hard to find venues where people interested in Web apps and communications get together. My guess is that this will be a paramount venue in that regard. You should get there.

The link is http://ecommmedia.com/.

Ribbit!


Ribbit has unveiled a new platform for developing telephony services and integrating them with Web apps, as well as what it says is a new business model as well.

The company says it has a 600-plus developer community and already can be integrated with salesforce.com.

"The world doesn't need another phone company," says Ted Griggs, co-founder and CEO at Ribbit. "What it needs is new kind of phone company, one that liberates voice from its current confines -- devices, plans and business models -- and more readily integrates into the workflow of our professional and personal lives."

At the core of Ribbit's technology offering is an open platform that enables developers to bridge the worlds of traditional telephony and the Web. The Ribbit SmartSwitch, evolved from a Lucent-tested CLASS 5 softswitch, and open Flash/Flex-based application programming interface will enable non-telephony developers to quickly build innovative, rich voice applications and integrate them into Web sites, communities and applications, Ribbit says.

By connecting voice from any Flash-enabled browser to the PSTN (public switched telephone network) and new VoIP (voice over IP) networks, over 750 million computers become the next generation of phones with developers deciding how they work, the company says.

With an assortment of back-office and service delivery infrastructure, the platform also enables developers to not only build services, but sell them as well.

In the first quarter of 2008, the Ribbit for Salesforce workflow integration will be available for salesforce.com customers via the AppExchange.

In the first quarter of 2008, Ribbit will open its service to consumers. Also in the first quarter, the company will sell commercial and enterprise packages. Both the consumer, small, medium and enterprise markets will be areas of focus for Ribbit.

Ribbit is another example of the growing "voice is a mashup" trend, where communications and voice simply are integrated with applications.

VON Coalition Europe to Provide Input to EC

The Voice on the Net (VON) Coalition Europe has formed to provide policy advocacy for IP communications in Europe. The coalition will work to educate, inform and promote responsible government policies that enable innovation and the many benefits that Internet voice innovations can deliver.

The recent release of formal Proposals by the European Commission to amend the existing regulatory framework for communications marks the start of a wide ranging review by the Council of Ministers and European Parliament.

Founding members of the VON Coalition Europe include iBasis, Intel, Google, Microsoft, Rebtel, Skype, and Voxbone.

328.7 Billion VoIP Minutes in Third Quarter

Service providers worldwide recorded an estimated traffic volume of 328.7 billion VoIP minutes during the third quarter, according to iLocus. Of those minutes 72.3 billion were local, 232 billion were national long distance and 24.4 billion were used for international long distance.

About 69.1 billion of those minutes were retail, 3.2 were wholesale local VoIP (white labeling, for example).

There is about 10 percent double counting in national long distance and about 20 percent double counting in international long distance. Double counted minutes are those minutes where the same call is being relayed by two or more carriers and counted as traffic by each one of them.

The top five service providers ranked by minutes were China Telecom, China Netcom, AT&T, China Mobile and Qwest.

13.6 Percent of U.S. Homes are Wireless Only


Preliminary results from the January–June 2007 National Health Interview Survey (NHIS) indicate that more than one out of every eight American homes (13.6 percent) had only wireless telephones during the first half of 2007.

In the first six months of 2007, 13.6 percent of households did not have a traditional landline telephone, but did have at least one wireless telephone. Approximately 12.6 percent of all adults—28 million—lived in households with only wireless telephones; 11.9 percent of all children—nearly 9 million children—lived in households with only wireless telephones.

The percentage of adults living in wireless-only households has been steadily increasing since 2003, CDC finds. During the first six months of 2007, one out of every eight adults lived in wireless-only households. One year before, one out of every 10 adults lived in wireless-only households. And two years before that, in 2004, only one out of every 20 adults lived in wireless-only households.

The observed increase in the percentage of adults living in wireless-only households from the last six months of 2006 to the first 6 months of 2007 was not statistically significant.

But other observed increases over time in the percentage of adults living in wireless-only households were statistically significant, CDC finds. These results suggest a possible recent decline in the rate of increase.

The percentage of adults and the percentage of children living without any telephone service have remained relatively unchanged over the past three years. Approximately 1.9 percent of households had no telephone service. Approximately 3.5 million adults (1.6 percent) and more than one million children (1.7 percent) lived in these households.

For the period January through June 2007, the results reveal that more than one-half of all adults living with unrelated roommates (55.3 percent) lived in households with only wireless telephones.

Adults renting their home (28.2 percent) were more likely than adults owning their home (6.7 percent) to be living in households with only wireless telephones.

More than one in four adults aged 18-24 years (27.9 percent) lived in households with only wireless telephones. Nearly 31 percent of adults aged 25-29 years lived in households with only wireless telephones. As age increased, the percentage of adults living in households with only wireless telephones decreased. Wireless-only percentages were 12.6 percent for adults aged 30-44 years; 7.1 percent for adults aged 45-64 years; and two percent for adults aged 65 years or over.

Men (13.8 percent) were more likely than women (11.5 percent) to be living in households with only wireless telephones. Adults living in poverty (21.6 percent) were more likely than higher income adults to be living in households with only wireless telephones. Adults living in the South (14.9 percent) and Midwest (14 percent) were more likely than adults living in the Northeast (8.8 percent) to be living in households with only wireless telephones.

Non-Hispanic white adults (11.3 percent) and non-Hispanic black adults (14.3 percent) were less likely than Hispanic adults (18 percent) to be living in households with only wireless telephones.

CopperCom SoftSwitch Sales Halted


CopperCom is getting out of the softswitch business, says Light Reading.

Light Reading says CopperCom CEO Julian Thomson says CopperCom "will no longer market the CSX, CopperCommander, and Switchmaxx/VoiceMaxx product lines."

The decision was "primarily due to a lack of demand for our products," Thomson says. "We looked at our forecasting, our market sizing, and so forth going forward, and the demand simply wasn't there."

While competitors stand to benefit from one less softswitch vendor in the market, Light Reading says the effect of CopperCom's demise will be minimal because the company hasn't been actively competing in the market for some time.

One might note that the softswitch market is a bit smallish for the number of suppliers. Infonetics data shown above.

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