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The Nirvana Phone Isn’t a Phone at All; Convincing Laptop Users to Ditch the Heavy Machine
Mar 25, 2010 12:00:00 AM / by Admin
A collaboration between Open Kernel Labs (OK Labs) andCitrix, the nirvana phone is about as far from “yet another” mobile phone as one can get. The concept allows users to access their corporate virtual desktop and applications from a single mobile broadband device. Adding a Bluetooth keyboard and separate display connected to an HDMI-enabled handset replaces the need to constantly carry a laptop in addition to contemporary smartphones.
The companies are promoting solutions for delivering enterprise applications to mobile with Mobile-to-Enterprise (M2E) virtualization. M2E virtualization enables end users to do more with a single device, bridging corporate and personal worlds without risk of compromising company data, applications, or networks.
CTIA Report: Most M2M Module Vendors Resisting Standardization
Mar 25, 2010 12:00:00 AM / by Admin
So, why the reticence? On the side of self-interest, module vendors are simply not interested in participating in any efforts to further commoditize their industry.The module segment of the cellular M2M market has faced ongoing and increasing commoditization pressure throughout its history, and the entrance of APAC vendors such as Huawei and ZTE, joining SIMcom, only adds to the challenge for European and North American players such as Cinterion and Sierra Wireless.Customization means differentiation, and differentiation is one defense against commoditization.
However, there is more than just self-interest: the vendors also point to the variegated and complex needs of their M2M OEM customers.Modules are tailored and fine-tuned for specific features and functionality, and the GSMA’s vertical market orientation of their “guidelines” notwithstanding, there’s a strong belief that no “standard” module is going to be optimal for all customers in a given market or class of devices.
Will we eventually see modules marketed as “GSMA xx Standard Compliant” (or some variation thereof)? Our bet is, no.
AT&T Adds OpenPeak’s OpenTablet to 2010 Media Tablet Lineup
Mar 25, 2010 12:00:00 AM / by Admin
Close on the heels of January’s Apple iPad announcement, AT&T is doubling consumer choice by offering the OpenTablet media tablet from OpenPeak. The 7” tablet will feature AT&T wireless connectivity via the HSPA 3G network, as well as 802.11b/g/n Wi-Fi and Bluetooth connectivity. In addition to the home-based usage scenarios (social networking, downloading books, navigation, email and instant messaging, music, video and photo sharing) envisioned for the fledgling media tablet market, OpenTablet also explores home security and energy consumption monitoring applications.
While all of the media tablets announced in 2009 and early 2010 have been designed around an ARM-based processor architecture, the OpenTablet device will incorporate Intel’s next-gen Atom “Moorestown” x86 platform. The OpenTablet device is planned for commercial availability on the AT&T 3G network in late 2010.
Assuming that we are nearing a new movement in how mobile phones are developed, what will be the main reason mobile virtualization takes off for mobile handsets? Open Kernal Labs, which has been championing the concept of mobile virtualization, made a number of announcements at CTIA and the months leading up to the show that have some wondering just how far it will go.
Virtualization in a smartphone has the potential to deliver a number of benefits that can include the running of dual operating systems which is interesting to enterprises that have standardized on a platform but allow their users to choose their own mobile phones. Its also has the interest of operators that want the higher ARPU that smartphones produce, but still want to migrate their legacy applications. However, none of that will be the draw that lower costs will be. The ability to consolidate hardware including CPUs, reduce the phone’s memory requirements, allow smaller batteries to be used because fewer individual CPUs and components are supported, all lead to a lower overall BOM cost.
As retail prices continue to decline on smartphones, pressure will mount on the wholesale prices and OEMs willstart to get creative in how to lower BOM costs. Could virtualization be the way? Undoubtedly a number of OEM will give it a try. Motorola already has with its Evoke, which runs a propriety Linux OS and Brew.
At CTIA, OK Labs announced a new virtualization product called Android One Core, which helps OEMs streamline the development of low-cost Android-based smartphones for the mass market. It achieves this by consolidating application, multimedia, and baseband radio processing onto a single CPU which may allow Android phones to be built at the average cost of a basic phone. Android was always intended to scale from the most capable of smartphone down to the lowest-end of the smartphone scale. That low-end, however, just got lower.
Samsung introduced the Moment smartphone at CTIA. The significance of the announcement is less about it being Samsung’s first Android handheld device, as the Moment has been available at Sprint since aurumn 2009. It is more about it being the first cellular handset to feature “true” mobile TV connectivity in the United States via the emerging ATSC Mobile DTV technology. ATSC Mobile DTV enables “free-to-air” (FTA) mobile DTV services from local broadcasters and cable TV operators. Live and linear DTV programming will soon be simulcast from most local broadcast stations throughout the US, such as KVVU Channel 5 in Las Vegas, to a proliferation of mobile devices, such as mobile Internet devices (MIDs), automotive rear seat infotainment systems and multimedia cellular handsets.
FTA mobile DTV services have been widely available in Japan and South Korea for years and have driven a high rate of adoption of mobile DTV services in those regional markets, due to the desire of most mobile consumers to enjoy their local TV channels while away from their living rooms. Not only has it supported consumer awareness of the value-add of mobile DTV services, but it has also driven the potentially lucrative adoption of premium “TV 2.0” services over cellular unicast networks, such as SprintTV. TV 2.0 is the convergence of delayed, recorded and syndicated DTV programs with popular Web 2.0 applications, such as Facebook social networking and Twitter multimedia blogging, and enhanced with personalization, location, presence and community features.
Mobile DTV services in the US will be widely available by next year’s CTIA as they are currently being showcased in the Washington D.C. and Baltimore local regions. There are some understandable kinks to be smoothed out over the year, such as integrated mobile DTV and TV 2.0 electronic programming guides that can be accessed on the mobile device by one mobile widget and embedded antennas, but it is a relief to finally witness a true mobile DTV device and service. And, of course, the availability of more mobile DTV-enabled devices and the monetization of the services through advertisement, as that is the traditional terrestrial DTV business model.
But, for now we should just enjoy the Moment and stay tuned…
The reason is that there are plenty of Iphone customers out there who are really hurting and would like to see a femtocell service in their area. This includes capacity crunch hotspots like New York, San Francisco, Chicago, Boston and other big cities. Although no specific Iphone bundles for the AT&T Microcell have been announced, AT&T hasn’t ruled them out. It’s likely that such bundles might become available for specific target markets like San Francisco (one of the rumored next markets) or New York on an ad-hoc basis.
While the Verizon ‘There’s a Map for That’ controversy is still fresh in people's minds, one would think that femtocells would allow AT&T to efficiently counter the Verizon onslaught, and do it on the cheap. However, AT&T plans to play it slow, not make too much of a noise about the 3G Microcell. One probable reason could be that AT&T is afraid that some sections of the market might react negatively with consumers having to pay $150 from their own pocket to have AT&T match Verizon’s 3G coverage. However this is less likely to be the case.
If one looks at Vodafone’s Sure Signal big-budget media campaign in the UK it only came six months after its initial launch date. Vodafone only pulled the trigger after they were completely sure that their operations, marketing and sales were completely aligned. Operators need time to sort out critical back-end integration and provisioning issues before they can really go mass-market with femtocells. It might just be that AT&T changes their tactic in 6-9 months time, really going ballistic with a media campaign. There are already suggestions that AT&T is looking for a second supplier apart from Cisco to ramp up their femto rollout.
Apart from that there are some other key differentiators in AT&Ts femtocell rollout, some of which haven't been really been brought out in their press release. Studying those differentiators, it probably suggests that they have carefully thought through their femtocell strategy and could have a bigger plan up their sleeve.
For more on what those differentiators are, there is a separate Analyst Insight which digs deeper into understanding the implications of the AT&T femto rollout. This insight is available to subscribers of ABI Research’s Femtocell Service.
CTIA Report: App Dilemma – Who’s Going To Tell Me What I Want?
Mar 25, 2010 12:00:00 AM / by Admin
I won’t claim that I completely scoured the exhibit floor at CTIA over the past two days, but in my relatively pointed search there seemed to be a remarkable absence of vendors hawking app discovery tools/engines. I think the lack of these tools is a BIG problem.ABI Research will publish our latest report on Mobile Application Storefronts next week.In it, I discuss in detail the fly in the ointment for unchecked growth of the mobile app juggernaut – discoverability.
As inventory in app stores grow, the challenge of discoverability becomes a problem for both app developer and consumers.App developers have no way to differentiate, and consumers don’t know what to look for.Sure, there are top ten lists and categories within the app stores.There are online websites dedicated to reviews.There are a couple of apps in iTunes – RAVE! and Chorus -- that will connect you to your social network for recommendations (both of which I found to be cumbersome).But really, none of these tools works very well.The mobile app is peculiar in the sense that by and large, consumers have no idea what they want in the form of apps, and the analogy I like to use would be this – You are hungry, so you decide to go to the grocery store and walk down every aisle looking at each shelf until you find all the food you want today.Nobody does that, and you wouldn’t expect app discoverability to work the same way either.
Truly what’s needed for mobile apps to survive and thrive in the long run are recommendation engines, like we see from hmmm… Apple (Genius) or Amazon.I would think that might be a challenge though.What do you do for newbies?Or how do you predict future behavior on past actions, particularly for something so broad as software?I will give you an example.On my iPhone, here are some of the apps I have – Shazam, ESPN Score Center, Mint, Grocery List, Southwest Airlines, a Guitar Tuner, PayPal.What do I want next?How the hell should I know?Oh, and as I side note, CTIA created an app for the show, and it was totally useless.
I will tell you this – most of what I personally use in terms of apps are brand extensions – apps that I knew of because they are promoted OUTSIDE of the app store.I think this trend will grow and eventually dominate app discoverability.
Yet, there may be hope.Yesterday, I spoke with OpenMarket, the venerable premium content aggregator.I found that OpenMarket does have an interesting recommendation engine – one that becomes a potential leverage point for MNOs.Openmarket’s engine taps into demographic and data usage pattern data, particularly web traffic patterns, on individual subscribers to develop app recommendations.That is very interesting.There may be some challenges to the idea – MNOs would need to obtain opt-in permission from each subscriber, but the precedent for opt-in is there.This could become a potential competitive edge for MNO app stores, or, it would be interesting if MNOs would seek to peddle that data to platform app stores.
Even without WiMAX, this is a great smartphone – probably one of the best if not the best on the market today. Having WiMAX makes it that much more cutting edge.It was inevitable that smartphones with WiMAX would hit the market, but what’s special about this announcement is the timing of availability.Last year, it was widely assumed that a 2010 WiMAX smartphone would likely hit the market at the very end of 2010, but this phone is in fact expected to be available this summer.This will be a key device that is highly likely to not only stem defections from Sprint, but also cause subscribers to other mobile operators to consider switching to Sprint.