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Apple Not a Trailblazer for New Technologies, Hence Do Not Expect NFC in the New iPhone

Aug 1, 2012 12:00:00 AM / by Admin

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The question on everyone’s lips – at least in the NFC world - is will the new iPhone feature NFC?

It’s a tricky one to call, if it will have NFC in then it really does seem to be top secret as I have heard nothing indicating that anyone is involved. For this reason I am doubtful. Whilst my feeling was that it could well have NFC due to the staff recruited in related positions and the previous patents applied for I am less certain now.

In the meantime, a lot is being spoken of NFC being included in the iPhone but I feel that much of this is in hope rather than expectation. I am seeing the slower than expected adoption of NFC impacting companies, with stories circulating around the future of ViVOtech, and NFC IC market leaders NXP and Inside Secure's latestreported figures showing widening losses. Talking up Apple'sadoption of NFC is one way of off-setting this, at least in the short term.

Apple is certainly changing its use of wireless connectivity; it has got behindBluetooth 4.0but I see that as serving a different purpose to NFC. There is current discussion around Apple changing the connector design and I have wondered if this might be related to NFC. NFC could be the initial means of connection but I think that perhaps it will be more likely to relate to using BT 4.0 to connect and stream data and media to peripherals and other devices around the home.

So I can see both sides of the coin – but if I had to put money down it would be in the “no” camp.

However, I believe that if New iPhone does have NFC then it will not be one supporting payments. Other OEMs have been using NFC tags and MNOs are building wallets with other capabilities, such as loyalty (rather than NFC payments) and I do not think that Apple will blaze the trail – if you look at its history it generally re-designs technologies/features rather than being a first adopter.

The only thing for certain is that there will be much more discussion over the next six weeks until this most secretive of companies unveils its new product(s).​

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India to receive Android Jelly Bean tablet

Aug 1, 2012 12:00:00 AM / by Admin

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Interested in acquiring a tablet that has Android 4.1 (aka Jelly Bean) OS preloaded? If you don’t happen to live in a market where Google is rolling out its Nexus 7 tablet, you do have an alternative in India. Karbonn Mobiles announced it is now offering the world's lowest-cost Android Jelly Bean tablet. Powered by an Ingenic JZ4770 1.2 GHz SoC running on MIPS architecture, the Karbonn Smart Tab 1 tablet is now available to consumers.

Priced at Rs. 6999 (approximately US$125), the tablet will be available via the Karbonn website, as well as numerous online portals and retail outlets in India such as Reliance Digital and Walmart.

The Indian media tablet market is estimated to grow with a CAGR of 71% from 2011 to 2017, according to a report we issued recently. This is an important year for media tablets in India as an increasing number of models designed for the India market become available at different price tiers.

As the pool of available tablets broadens in India, keys to tablet vendor success will be localized content, seamless connectivity, and providing an enhanced user experience. If the device is only available in English language, and applications are not addressing popular cultural interests such as Indian Premier League cricket, Bollywood, and trusted family recipes, consider the tablet a non-starter.

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Vendors Getting Busy Managing the Data Tsunami

Jul 23, 2012 12:00:00 AM / by Admin

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In late 2Q-2012, I attended a jointed Nokia-Siemens Network/LG U+ LTE demo and briefing in South Korea. It would be hard to deny it was impressive. In downtown Seoul, with a LTE-capable handset from LG we were able to achieve download speeds of 32 MBps and upload speeds of 17 MBps. In a more secluded part of the city, under a Nokia-Siemens Networks engineered base-station, we were able to achieve download speeds of 62 MBps and upload speeds of 32 MBps. And all on a regular handset.

Is this going overboard with the data throughput? Will anyone use it? Most definitely they will, as the increased data throughput will transform the habits of the smartphone user. In Seoul, on the LTE connection, Korean end-users were regularly “snacking” on HD video clips of their favourite soap operas, business and entertainment news, and gaming. With such a hyper fast connection, end-users could browse, select and on hop onto a video download or stream virtually instantaneously… anywhere in the clip.
But what about the tsunami wave of data? Is it about to swamp the LTE operators?

http://www.abiresearch.com/research/1013294
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Betting Big On LTE In Korea

Jul 23, 2012 12:00:00 AM / by Admin

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Korea’s LG U+, like SKT and KT, is betting big in Korea. All three operators have very aggressive plans to roll out LTE. Deployment of LTE started in July 2011 and 65,000 base-stations later, U+ has raised LTE pops coverage to 99% of the population. The base-station density is remarkable and the turn-around time is impressive… but why the aggressive roll-out?

Certainly U+ wanted to make sure it had the coverage in place to offer High Definition video streams that could be accessed in real-time. LTE is essential as U+ reported that HDTV users generate 4.9GB in traffic compared to non-HD TV users which generate 1.6 GB in traffic. The operator is also very keen to commercially launch Voice over LTE by October 2012.
These are all impressive financial metrics but the CEO of U+, Sangchul Lee, acknowledges that these “benefits” would be ephemeral if a structural redirection of their operations is also not realized. This is already in evidence with 3G. When 3G was first introduced, ARPUs were boosted substantially but the delta soon dissipated as end users started accessing regular WWW web sites and content on their smartphones.
However, Sangchul Lee, firmly believes LTE does provide operators a chance to get back into the driving seat in its relationship with the customer. What does the CEO of U+ believe is the lever to turn around the long term fortunes of the operators? Contextual knowledge & personalization. U+ states the operator is in a position to intensively “know” the customer.

Excerpted from ABI Insight… http://www.abiresearch.com/research/1013298
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Telecom Regulation: Spectrum Mortgage

Jul 20, 2012 12:00:00 AM / by Admin

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The Telecom Regulatory Authority of India (TRAI) recommended spectrum mortgage and the Reserve Bank of India (RBI) has sanctioned it.

The impact considered thus far has been limited to mobile carriers’ ability to raise capital. After the 2G spectrum scam, financial institutions have ceased supplying funds to telcos; meanwhile, the proposed reserve price per megahertz of pan-India spectrum in the upcoming auction is 10 times higher than what was paid in 2008. By allowing spectrum to be treated as a tangible asset, RBI permits operators to tap the valuable resource as collateral to secure credit.

However, there are other policy considerations, including the potential implications on productive efficiency, government receipts, competition and cellular penetration. These unexamined issues are explored in our recently published ABI Insight​.

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Samsing Buys CSR Wireless Technology Unit for $310 million

Jul 17, 2012 12:00:00 AM / by Admin

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Today,CSR announced a conditional agreement to transfer development operations in handset connectivity and location to Samsung for $310 million, with a further $34.4 million invested in CSR.

"Under the terms of the agreement, Samsung will gain full access to CSR’s mobile connectivity and location technology and transfer certain relevant patents, as well as employ over 300 CSR employees in the selected field for the cash consideration of $310 million. In addition, Samsung will receive perpetual rights to CSR’s intellectual property related to connectivity and location technology such as Bluetooth, Wi-Fi and GPS reinforcing Samsung’s leadership in mobile component solutions". This suggests it has as much to do with patent wars as acquiring new technology capabilities.

From alocation point of view, CSR has stated that it plans to focus on 5 core areas, one of which is indoor location. Note, this is not location or GPS but simplyindoor location. It will discontinue investment in its handset connectivity and location technology. Earlier this year, it announcedplans to offer indoor Location as a Service (Laas). This highlights the importance of indoor (http://www.abiresearch.com/research/1012544) and suggests CSR might have something pretty special planned in this area.

On Samsung's side, GPS/connectivity was a hole in itshandset platform business that has now been filled nicely by CSR.

CSR plans toissue $285 million as dividend to its shareholders, which should help to boost its lagging share price.

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Nokia Lumia 900

Jul 16, 2012 12:00:00 AM / by Admin

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After attending a recent Nokia analyst event, the marketing folks at the company kindly allowed me to trial its new Nokia Lumia 900. The smartphone attracted significant attention at its unveiling at Consumer Electronics Show (CES) 2012 and it won the Best Smartphone award. Nokia's latest smartphone, Lumia 900, was released in the United States and Canada in April, 2012, and costs approximately $450.

The smartphone's design is pretty sleek and smart. The device is available in black, white, or cyan (mine is black and I must admit it looks good). The Lumia 900 has a uni-polycarbonate body and this simply means the handset is a single piece casing (no removable back cover). This means you can't get at the phone's battery and you access the SIM card by pressing a special Nokia key into the top of the smartphone.
The device's dimensions are 128mm (5 inches) in length, 69mm (2.7 inches) across, and 12mm (0.45 inches) deep, and weighs approximately 160 grams. The smartphone has a 4.3 inch touchscreen display with 217 pixels per inch (PPI). The Lumia 900 runs Windows Phone 7.5 Mango as its operating system. Unfortunately, the smartphone will not be able to be updated to Microsoft's soon to be released Windows Phone 8. The device has an 8 megapixel main-camera and 1 megapixel front-facing camera. Finally, the smartphone uses a 1.4 GHz Qualcomm Snapdragon S2 processor and 16 GB memory.

Conclusions from different mobile operating system users:

An Android user's perspective:

  • As a proud owner of a Samsung Galaxy SII (Android) smartphone, I was initially reluctant to swap to the Nokia Lumia 900 as my primary phone. I found the main menu format unfulfilling as I had probably gotten used to swiping left/right rather than scrolling down for my phone's functions. Nevertheless, after some quick modifications and application re-adjustment, I began to like the smartphone. The design is very sleek and there is a solid feel to the smartphone compared to my SII. Additionally, the graphics are very impressive and the smartphone easily handles multiple applications at once. This was a real bugbear for me with my old smartphone, particularly when I was browsing the Internet and listening to music simultaneously. There are some neat typing functions on the Lumia compared to my Android. Pretty simple stuff, such as a comma button on the same screen as the alphabet. Also, it automatically switches back to the alphabet screen after a symbol is pressed. Simple but time-efficient. Additionally, the battery life seems to be a lot better than my SII's and the device can easily last over a day of making calls, texting, web-browsing, and listening to music without needing a charge. My main complaint about the device is its inability to do "contact transfers" functions with my old Android smartphone. Furthermore, the Nokia marketplace is missing some seriously important apps: BBC iPlayer, Strava (cycling), The Times, and National Rail. Sorry for the strong UK bias here.

An iPhone user's perspective:

  • I found the device to be quite difficult to hold and it is heavy. I still prefer the iPhones compact size which is ideal for a device that at the end of the day is a phone, not a tablet. Nevertheless, I understand the advantage of a larger screen for typing and it is easier to do so than on my iPhone. Concerning the overall shape and design of the smartphone: I think it looks good, although I would prefer an on/off button on the bottom or top of the device like the iPhone. The side button makes it more likely to mistakenly switch the device on and call someone while in my pocket. Examining the user interface, I think older people will find it harder to use the Windows Phone operating system (OS) compared to Apple and Android. iOS is a lot simpler to use. Additionally, it's easier to switch between applications on my iPhone 4S than the Lumia 900, making multi-tasking a breeze. Two more annoyances I have with the Nokia Lumia 900: the Windows app store is too crowded. Apple's app store is more orderly and the layout is neat. Also, why is the font size on the top of the Windows Phone app store so BIG! The Internet Explorer browser is eons behind Safari or the new Chrome IOS. Tabs are difficult to get to and opening a new tab is tedious. Also, I hate the fact that Bing is the default search engine. Overall, I feel the Nokia Lumia 900 is trying too hard to be a smartphone. I don't particularly like the tiles that keep swiping in and out. I prefer the simplicity of Apple iPhone's interface, which lets me do what I want quickly and efficiently, and leaves out fancy UI gibberish.

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LG Optimus 4X HD, Samsung Galaxy SIII, HTC One X – Battle of the Quad-Cores

Jul 16, 2012 12:00:00 AM / by Admin

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Authors: Joshua Flood, Senior Analyst, Devices, Applications & Content
Craig Foster, Senior Analyst, Navigation, Telematics & M2M

LG Optimus 4X HD on Sale in Europe

Last week, I opted to upgrade my phone and after lengthy consideration, plumped for the recently-released LG Optimus 4X. I had been eagerly-awaiting the release of Samsung’s new Galaxy SIII smartphone but despite possessing an impressive array of specifications, the design was a major disappointment to me. The giant “soap bar” look, strange choice of colours (pebble blue and marble white but no black) and “plasticy” feel were all huge turn-offs. Battling the SIII for the title of best Android phone is another quad-core behemoth – the HTC One X. Although it’s undoubtedly sleek and sexy with specs that more or less match the SIII, the absence of an expandable memory card slot and an inability to remove the battery made this phone a no-go too.


LG’s flagship phone stacks up well against the SIII and One X, with a design akin to the former’s remarkably popular predecessor, the SII. Having now had a chance to familiarise myself with the device, I decided to briefly note its pros and cons, before inviting my colleague and ABI’s resident mobile devices expert, Joshua Flood, to comment on how it stacks up against its aforementioned rivals.

Pros and Cons of the 4X

Apparently, 3.5” phones are so 2010, unless of course, you’re Apple. With every new gadget launched, Samsung has gradually increased the screen size on offer. The phenomenally popular Galaxy Note is so big at 5.3” that it has been dubbed a “phablet”. If truth be told, I think that any phone bigger than 4” is too cumbersome to operate and the 4X certainly falls into this trap. Turning the phone off on and on, operating the volume rocker or the three capacitive buttons involves careful manoeuvring of the phone in your hands. However, if you want the latest technology in your pocket, it seems a small price to pay and one that doesn’t seem to bother many technophiles given the early success of the SIII and One X.

Another drawback of the 4X is the autofocus feature that acts as a hindrance rather than a help when snapping away or shooting a video. An example of this so-called “breathing” issue, can be found here (the name will soon become apparent). Although the autofocus feature can be disabled by using a different camera app to the stock app that the phone ships with, it is an annoyance that might put off some would-be buyers. It would be highly surprising if LG didn’t produce an OTA fix for this in the not too distant future.

I’ve read some early reviews that slate the 4X’s battery, despite it packing a beefy 2150mAh of capacity. In constant use, the battery does drain fairly quickly, granted. However, how often do you constantly fiddle with your phone? Today, at 8.30am, I unplugged the device at full charge. At 5pm, the battery level was 90%. This is not bad going considering I’d periodically checked for messages, done a bit of light browsing etc., and all in all, early signs are that the battery is a winner. An LED notification light is conspicuous by its absence and this is sure to be a bugbear for those needing a flashing light to tell them they’ve got mail.

On to some more pros: The LCD screen is simply excellent and is perfectly readable in bright sunlight unlike phones with AMOLED and Super AMOLED screens I’ve seen and used. The Nvidia quad-core Tegra 3 processor is lightning fast, the NFC tags are a unique and useful feature, while the design and adaptability blows the SIII and One X out of the water. LG’s own Android skin, “Optimus UI”, is also slick, featuring neat apps like Quick Memo.

How it Compares to the SIII and One X

Craig provides an excellent overview on LG’s Optimus 4X HD. The Korean smartphone manufacturer has definitely been working overtime to make some real progress in the smartphone market and this is well reflected in its latest offering. As the 4X has not been set a release date in the USA, we’re going to have to do a cost analysis via the UK smartphone market. From a price perspective, the LG Optimus 4X looks good. On expansys.com, the device is priced at 425, the One X at 450, while the SIII will set you back 500.

Additionally, Craig mentioned his delight at the screen quality and the LG and HTC smartphones both have IPS LCD capacitive touchscreens. The SIII, on the other hand, has a Super AMOLED touchscreen. The LG smartphone battery betters the Samsung (2100mAh) and HTC (1800mAh) batteries in terms of available capacity. The 4X has an internal storage of 16GB (many review sites mistakenly claim the 4X is expandable to 32GB when LG’s official site shows that it is, in fact, 64GB), the SIII 16GB (expandable to 64GB), and the One X 32GB (non-expandable).

Examining the smartphones from an overall size and weight perspective, the previous analysis repeats itself and the Galaxy is the largest overall smartphone and joint heaviest. However, when looking at the additional features of the Samsung and HTC, the smartphone heavyweights begin to distinguish themselves. HTC offers a burst-shot mode that is very useful. Samsung goes even further with a burst-mode capable of 20 shots in a row, at a rate of 6 photos per second. The SIII also has a Best Shot feature that takes 8 pictures and picks the best one from certain parameters as well as packing in numerous other interesting features, such as Smart Alert, AllShare Cast and Play, and Smart Stay. It should be noted though that a number of these features can be incorporated into LG's phone by downloading a different camera app such as Camera ZOOM FX.

Being a bloke from the north of England, we pride ourselves on three things: making delicious gravy, brewing a good cup of tea and being tight with our money. I would be willing to bet the last 10 in my pocket that the Samsung Galaxy SIII will be the best-selling smartphone of 2012. However, LG’s marketing in recent years has been shoddy at best. With a little more exposure, the 4X has the potential to catapult the company that little bit closer to its Korean rival in the smartphone market share rankings.
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Self-Configuring Audio and Video Devices

Jul 12, 2012 12:00:00 AM / by Admin

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How painful is it to watch a stretched 4:3 movie in 16:9 formats? The best TV in the world today doesn’t prevent this problem – it typically stores aspect ratios on a per-input basis. This works about 80% of the time. Sometimes we’re unaware of why something looks off – and just tune away. Other times we suffer through, and a few of us actually find the right remote and get the image to look right before we watch (I’m probably in the minority there). Similar problems appear in the audio chain (using 2.1 sound on a 7.1 system makes the A/V receiver infer where things are happening rather than having that information come from the carefully encoded version made at the studio).

THX is pitching a Media Director technology in which ‘artistic intent’ metadata, including aspect ratio, color space, type of content (sports, action, drama, etc) gets embedded in the content and passed (through the HDMI cables) from device to device. The A/V receiver then self-configures the audio delivery, while the TV panel self-configured the TV delivery.
How realistic is this? THX appears to have good progress to report with movie studios as well as Japanese and high-end A/V receiver and TV companies. They say they are being very aggressive on licensing fees – trying to penetrate the entire market. My bet right now is it will improve the high-end A/V experience – but I’ll be happy to admit my wrong when I see it on a mid-range Korean TV set.

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Why Smartphone Market Would Have Space for Amazon

Jul 9, 2012 12:00:00 AM / by Admin

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Earlier reports that Amazon is preparing to enter the smartphone market are starting to gain further steam, with Bloomberg recently running a story about the subject. Besides citing anonymous sources saying that Amazon has picked Foxconn to manufacture the device, the Bloomberg report also points to the firm’s hire of a former Intellectual Ventures executive to head its patent acquisition strategy.

Blame me for being an overly excitable hype-monger, but I do find the idea of a heavily cross-subsidized smartphone very much worth an effort. I’m personally rather down on the mid-to-long-term prospects of making money solely from handset hardware. Our hands and eyes set a fairly hard cap on how much OEMs can differentiate by increasing the size and the resolution of the screen, and in my view also the ever-growing processing power is more or less a bluff waiting to be called. Unless we see an unexpectedly strong uptake of relevant content (meaningful Augmented Reality, graphic heavy games) the habitual doubling of processing cores won’t have much value, apart from marketing.

The bar for what your regular “early majority” consumers in a developed market will consider an “adequate” smartphone will be in relative terms much closer to what they consider a “super smartphone” than what it is today. We may see certain game-changers, such as flexible displays and wireless charging, but in general I believe that the spotlight will more and more be on software and content. And that’s why it would make sense for a firm like Amazon to venture and see how viable loss leaders smartphones would make. It wouldn’t be the first retailer to sell something at a loss in order to make money elsewhere.

More analysis, especially what all this could mean to mobile operators, will be available to ABI Research’s clients in the form of Insights.​​​​

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