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As I mentioned in a recent Insight, there are several mobile networks today that support HD Voice (mostly in Europe), and a few models of mobile devices with HD Voice are starting to appear, but nothing is happening in the US yet. I believe that this will change in 2012.
Operators with 4G Long-Term Evolution (LTE) networks will begin launching Voice over LTE (VoLTE) service this year. AlthoughHD Voice can be supported by 3G (and even2G) networks, LTE network operators will want todifferentiate theirnew 4G networks and VoLTE serviceswith noticeable improvements in voice quality, which means they willwantto offer HD Voice. The demand forHD Voice inVoLTE phones will provide thecritical mass necessary toencourage thedevice manufacturers toproducelarge quantities ofphone models with HD Voice, which should lead to widespread adoption.
Last week's announcement by Sprint of the HTC EVO 4G LTE is the first mobile device to be offered in the US with HD Voice. Expect more to come as Verizon and MetroPCS and other operators pre-load the market with VoLTE-capable phones prior to the actuallaunch of VoLTE service laterthis year.
For more information on HD Voice, see our 2010 research report Mobile HD Voice.
Nokia Rolls Out a CDMA Version of Lumia in China on Its Come-Back Campaign
Apr 8, 2012 12:00:00 AM / by Admin
Since December 2011, Nokia has been executing its "come back campaign," with the launches of the Lumia and Asha series of handsets. While the Asha series is intended to shore up support in the low-end handset market, Nokia sees the Lumia playing a vital role in improving overall handset profit margins and attracting the aspirational purchasers in markets like China, Indiam and Indonesia. To that end, Nokia unveiled its first Lumia smartphones for the China market-a a CDMA2000-compliant Nokia 800C and the Nokia 610C. Furthermore it is emulating Apple and will have an exclusive launch partner: China Telecom.
The end-user experience is pretty good. Windows Phone 7 is a stylized, slick, and coordinated experience. There are a few niggles and at least one big irritation... Power drain has been a significant frustration which has been rectified to some degree.
Microsoft (and Nokia's) greatest challenge will be building localized app support. Nokia has stated that a range of China-specific apps and services have been lined up such as a Weibo, RenRen, Baidu search, and local games. In all, around 20,000 apps are currently available to Windows Phone 7 user in China. Is 20,000 apps enough? Not really... but it is a start.
ABI Insight: http://www.abiresearch.com/research/1012143
With only hundreds of Aakash tablets deployed, India moves to 2nd generation devices
Apr 6, 2012 12:00:00 AM / by Admin
In late 2011, India’s Ministry of Human Resource Development launched the Aakash media tablet destined for the masses through a subsidized school program. Fast-forward the clock nearly six months to the day: only a few hundred families participating in a pilot launch have received the slates.
Back in the '90s there was a lot of talk and early investment in interactive services, primarily associated with the television. Any number of companies invested in these services, including the large telcos of the day and the IT suppliers seeing huge potential demand for their offerings. Around that time, I heard cultural critic and author Peter York comment about advertising in the age of interactive services. His comment has stayed with me. "The vast majority of people only want to interact with one thing - the fridge." He wasn't suggesting there was a need for a new wave of smart appliances; rather he was defining a wide level of apathy related to interactive services.
In March, a fridge magnet embedded with Bluetooth launched. It enables customers to place a delivery order for their favorite pizza at the push of a button on the tiny device. This simple device is developed with the less-than-grand aspiration of selling a few more pizzas to a target market of people who find walking to a fridge and pressing a button a more compelling option than picking up a phone and talking, or using the web, or even using a mobile app. Oh, it only applies to ordering from a single pizza delivery company, Red Tomato - operating in Dubai.
The device garnered broad international press coverage. Reports carried a range of reactions in the mainstream press. The NY Daily News labeled it one of the "world's stupidest inventions" while TIME went for faux elation in extolling its readers to "behold its majesty."
For a device that has garnered so much international interest, the fridge magnet is remarkably low-cost and simple. The Bluetooth transmitter is activated by the push of the button. That initiates a signal to a previously paired smartphone within close range. The phone sends a message for the favorite pizza type to be sent to the preregistered address. Pizza choices and other changes can be made at the application website.
There remains a belief in interactive services increasingly integrated with smart appliance. In the past year, both Samsung and LG have promoted smart fridges with a range of online capabilities. What is truly interesting about the fridge magnet is that perhaps the fridge doesn't have to be smart, or at least, not in the near term. Mobile handsets and tablets are increasingly the device of choice for an ever wider range of applications in the home. As with Red Tomato’s fridge magnet, consumers and the companies that want to interact with them can by-pass the need for a customer base with new smart appliances and instead provide connectivity that leverages the technology consumers already have in their hands. It's not the fridge that has to be smart, but rather the application and the marketing. Connectivity and interactivity with fridges and many other home devices for that matter is certainly a developing trend and a growing market, but that communication may well just be short range to a mobile handset rather than to the cloud directly. Like it or not, the single-button pizza delivery fridge magnet could just be the start.
"Track and Manage Everything" - Is that The Right Message To Tell?
Apr 4, 2012 12:00:00 AM / by Admin
The strap-line for this week's RFID Journal Live! event in Orlando is "Track and Manage Everything" - this set a slight alarm bell off for me. The issue for me is that this gives a slightly misleading impression; do we actually want and/or need to track and manage everything?
Forme if you do this then you run the risk of creating wasted investment. RFID is certainly a very useful tool and it can enable companies to realise efficiencies - but it needs to be selectively applied in order to deliver the maximum ROI. By this I mean that it should only be used to generate data (for business intelligence) if this data serves a purpose and solves a problem.
As can be seen from the demo's here at the event, the breadth of use cases and applications that can be served by RFID are growing all the time. RFID implementation programs still require a fair degree of customization and this costs money, which means bthat small scale rollouts are not always cost-effective. My concern is that if you try to track and manage everything then the technology could be oversold, expectations could be unrealistically high, and returns may not always be realised. And this will harm RFID's take-up in the longer term.
It is important to ensure that RFID delivers value for (new) users. Perhaps rather than saying "Track and Manage Everything" the better message would be "Track and Manage Anything"?
The mobile telecoms industry is one of India's biggest success stories, alongside outsourcing. However, this once fast growing industry is now quickly maturing, with sedate growth and high levels of debt from previous license auctions. All the Indian operators except Bharti Airtel, make low returns on their mobile telecom capital inside the country. Nevertheless, Crisil, a credit rating agency, announced last month that Indian mobile operators' operating profitability could increase by 5% in the next two years.
Someone asked me recently if I felt that the NFC market developments which I have written about recently http://bit.ly/Hqcw36had affected my forecasts for this year and next. For the record, my current expectation for this year is 81M handsets, and 174M in 2013.
Despite the proclamations of the advent of the new dawn I have to be honest and say no. At this point in time I am not seeing significant enough traction in terms of MNOs placing high volume orders for NFC-enabled handsets to justify any change at this time.
Orange is the only MNO that I am aware of to have put out a target for NFC handsets in circulation, and it was certainly on the conservative side of things. Having previously said 1M handsets was the target in France last year, this was revised down to 500K handsets, a target which was belatedly hit a few weeks ago. And the target for this year? 3M! And in 2013 it is aiming for 10M. This is not even in France alone, this is across its (primarily European) networks.
So whilst I am a fan of NFC, I am also a realist. And for this reason I am sticking, not twisting when it comes to my forecasts for NFC handsets this year. The MNOs have not fully identified their business cases for NFC, they don't quite fully trust the technology, or that they will be able to make money from it - which is as much a problem as anything else. By delaying investment they risk missing out altogether.
There has been some progress but it is limited. Vodafone has now stepped up and gone to the next level, appointing a TSM, as did O2 previously (although the silence on its progress is deafening). However, no significant launches, no flagship devices being promoted and no confirmed dates or targets. At least Orange has gone that far.
Their news, along with Isis' selected few cities, and Google's limited launch makes it clear that there will not be a grand stampede or flood of devices. Launches will be tentative so that they can be proven, and then they will be expanded and ramped up. Turkey and Korea have shown this to be the case and I expect that the same will be true in Japan, China, the US and the selected European countries this year and next.