Tuesday, June 29, 2010

Jeff Bezos Says iPad is a Different Product Category

One of the big questions about tablet devices such as Apple's iPad is whether it represents a new product category, as was the iPod, or whether it is the first product representing a new segment of the PC market. The answer matters greatly for hardware designers and marketers of PCs and e-book readers.

Jeff Bezos, Amazon CEO, clearly believes tablets are a new product category, separate from e-book readers and traditional PCs. That matters because, if correct, people are going to do different things with tablets than they do with other types of devices.

Apple might, or might not, agree. It appears the iPad already taken about 22 percent of the U.S. ebook content market, with downloads of five million books in the first 65 days of the iBooks store's existence.

" I think there are going to be a bunch of tablet-like devices," says Bezos. "It’s really a different product category."

Consumers Like Map Apps on Mobiles

About 14 percent of mobile subscribers visited a mapping site on their smartphone or mobile device in April 2010, according to comScore. That represents more than 33 million consumers logging on to the mobile web for mapping information.

Smartphone map access increased by more than 175 percent year over year, according to comScore.

Nearly nine million users accessed mobile maps via a smartphone browser, a 93 percent increase year over year, while about 13 million used a mobile app. Most of those users (87 percent) do so from their cars, with 17 percent of exercisers (while walking, jogging, biking) also connecting to maps from their smartphones. Nearly 17 percent of public transit users also used mobile maps.

Monday, June 28, 2010

What are Advertisers Planning for iAd?

Campbell Soup is preparing at least one game for its iAd campaign. It's testing an idea to allow users to physically "shake" the salt out of different soups and see the results.

Mobile TV Revenue Still Modest

Mobile TV revenues will reach about $2.5 billion, and should reach closer to $3 billion in 2011, according to ABI Research.

In 2012, worldwide mobile TV revenues will approach $7 billion, exceeding $10 billion in 2013 and $15 billion in 2014 before reaching $20 billion in 2015.

Recent data from The Nielsen Company indicates the average amount of time U.S. mobile subscribers spent viewing video on a mobile phone per month was about three hours and 37 minutes.

Mobile Growth Shifts to Content

Mobile revenue growth now is shifting to mobile broadband and data, as you would expect, with the saturation of basic voice connections.

The next wave of growth will come from commerce and content sales, PricewaterhouseCoopers now predicts.

More than 55 Million Smartphone Shipments in the First Quarter of 2010

More than 55 million smartphones shipped during the first quarter of 2010, according to ABI Research. That's about a million fewer than were sold in the fourth quarter of 2009, a seasonally strong period for phone sales.

Much of the fastest growth is being seen in markets previously little penetrated by expensive, cutting-edge smartphones, suggesting that less-expensive smartphones will represent a larger share of new sales.

U.S. Wireless Spectrum to Double?

The amount of wireless spectrum available in the United States would nearly double over the next 10 years as the federal government prepares to gradually auction 500 megahertz of federal and commercial spectrum.

In past decades, new spectrum auctions have been the foundation for potential assaults on industry structure, allowing new contestants to enter the market. Whether that will be the case in the forthcoming auctions remains to be seen.

Clearwire and Sprint have plenty of spectrum, while AT&T and Verizon Wireless are launching new Long Term Evolution networks that are far more spectrally efficient than the third generation networks they will supplement and then replace.

T-Mobile USA needs more 4G spectrum, but probably cannot afford to buy new licenses. The issue is whether any truly-new contestants are willing to take a chance on disrupting the business.

On the Use and Misuse of Principles, Theorems and Concepts

When financial commentators compile lists of "potential black swans," they misunderstand the concept. As explained by Taleb Nasim ...