Sunday, February 2, 2014

5 Noteworthy Changes in Smartphone Market Share Between 2012 and 2013

ae9c886aaa80ec8b0077108127f6da7fGlobal smartphone market share shows five big changes in supplier standing between 2012 and 2013, according to IDC data.

In 2013, HTC and BlackBerry became less significant, while Huawei, Lenovo and LG gained notable share. 

Changes in share are not unusual. But it might be quite noteworthy that the amount of share change among the largest five or six suppliers has changed so much in a year. 

Saturday, February 1, 2014

Bandwidth Growth: Nearly What One Would Expect from Moore's Law

If you believe consumer demand for bandwidth is going to slow down, you might not worry so much about creating more Internet access supply.

But it would take a brave forecaster indeed to argue that bandwidth growth will not continue at substantial rates, for the foreseeable future.

If current trends continue, people will need, and use, connections of a gigabit per second by 2020.

That might seem wild. It is not, and simply reflects a continuation of existing trends.

This really should shock you: consumer Internet access bandwidth has grown about as fast as Moore’s Law would suggest, according to Jakob Nielsen, Professor Rod Tucker and Phil Edholm, former Nortel's CTO.

Consider a 2004 prediction (remember that in 2000 most U.S. Internet users were on dial-up connections). 


“Edholm's Law says that in about five years (that would have been 2009) 3G (third-generation) wireless will routinely deliver 1 Mbps, Wi-Fi will bring nomadic access to 10 Mbps, and office desktops will connect at a standard of 1 gigabit per second.”


History has shown that prediction to be about right for mobile, possibly too conservative for Wi-Fi, while too optimistic about desktop connections.

Consider improvements in backhaul network bandwidth since about 1950, and especially since the advent of optical fiber. Backhaul bandwidth grows at a 30 percent annual rate, compared to the 50 percent a year rate of Moore’s Law processes.
    Historic Growth of Internet Access Bandwidth, Microwave Journal
Between 1984 and 2013, fixed network speeds have grown nearly as fast as Moore’s Law would suggest, as crazy as that sounds, knowing the physical nature of access networks, which are construction projects, not software apps.

Still, the data is stubborn and clear: Internet access bandwidth has grown about 50 percent annually since 1984.

Nielsen's Law is similar to Moore's Law. You might predict that computing capabilities would increase faster than access bandwidth, simply because access networks are construction intensive. 


Moore's Law suggests that computers double in capabilities every 18 months, corresponding to about 60 percent annual growth. Nielsen’s Law predicts bandwidth will grow at about 50 percent a year.


It isn't clear how ISPs in rural and remote areas will keep up. It certainly will not be easy. Still, history suggests that speeds, affordability and coverage will continue to progress in tough-to-reach areas, even if not fully at the pace of the urban areas where supplying bandwidth is easiest.






source: IEEE

Friday, January 31, 2014

Inq Mobile Shuts Down

A couple of years ago, it seemed as though a few viable ways to optimize a smartphone existed. Blackberry was optimized for email.

And some tried to optimize for social media. Years earlier, some devices were optimized for sports content (ESPN).

One might argue that none of those approaches yet has proven sistainably viable.
Inq Mobile is the latest casualty.

Will Consumers Welcome a Digital Wallet from Apple or Starbucks?

Perhaps we will find out, if both Apple and Starbucks do introduce retail payment systems. One might speculate that the firms will take different tacks. 

Apple might be thinking about creating a mobile point of sale system using iPads. Starbucks already has an investment in Square, so that approach seems less likely for Starbucks. 

Instead, Starbucks might only be thinking about ways other retailers can be incorporated into the Starbucks mobile payment environment. 

Google Did Not Make Out Badly With Motorola Mobility Buy

Maybe it was not a slam dunk. But neither was it a huge mistake. I don't know whether Google will keep tax loss carry forwards or not. But if Google managed to do so, the simple financials will be even better than they appear.

We'll find out when the next quarterly earnings report is released. 

Rationality is a Virtue When Discussing Communications Policy

So is civility, even when people disagree about communications policy in fundamental ways. 

Tata Communications Selling to Vodafone?

Tata Communications reportedly is in talks with Vodafone about a deal that would have Vodafone buying all of Tata Communications, though talks are said to be at a preliminary stage.

Vodafone had been expected to go on a buying spree after selling its stake in Verizon Wireless to Verizon Communications, and the rumored Tata Communications deal is the first evidence that Vodafone is moving.

Tata Communications is the number one global international wholesale voice operator and number one provider of international long distance, enterprise data and Internet services in India, earning about $3 billion annually.

Directv-Dish Merger Fails

Directv’’s termination of its deal to merge with EchoStar, apparently because EchoStar bondholders did not approve, means EchoStar continue...