Google Mobile Challenge

Read cellular-news story on Google's mobile take. The story posted yesterday highlights the timing of Google's move as pointed out in previous post with data and figures. Mobile advertising seems to have not worked out so far in a big way. Google has brought "Open" in a big way to mobile and it has to be seen if this could do what IBM PC did for personal computing. Let you do your own thing. Imagine what will happen when a device manufacturer provides a basic compatible device on which you can download a binary image from an open source choice. While such a scenario might not involve users switching software too often, what it will provide is the decoupling of hardware and software. Applications can be written on their own as a business and they will sell. The Android-based platform would give rise to the first true geek phone. And Google is very intent on making this happen...



The big bet is that quality internet is available on the phone and Google makes money out of it. That's the thought. However I think that the bigger challenge is to have the users to use the internet in the phones immersively and it calls for innovative experiences with MMI. With the $10 million purse availble for the developers of new apps for Android platform we can expect some action here..

Google's mobile foray

Google might have timed right its move(IHT) into the mobile phone software business with the announcement of the Android platform through the Open Handset Alliance. Data services are playing an ever increasing role in the revenue models of telcos and with burgeoning 3G services and increasing handset processing power, the handset market may well overshadow the traditional PC market and this is happening in some markets like Japan already. ( I'll try to write a story about this one sometime).

The Google business model for handsets seems to rely on replicating their successful advertisement-based revenue model on PCs onto handsets. Though there will be no Gphone, like iPhone, phones running on the Android platform are expected to rival the latter in terms of usability and applications.

There is a promise of "open" systems and standards with Android which is supposed to open up the networks and devices. This is expected to bring to the consumers a rich internet experience at low to moderate cost.

Google has lined up an impressive array of partners in its mobile venture including semiconductor players, telcos and software companies. The first phones may well take into second half of next year to appear.

3G Round Up - Infrastructure

I ran some searches on the Wireless Trends CSE for the latest 3G deals and trawled the following results.

Ericsson chosen by Siminn in Iceland for deploying WCDMA/HSPA network.

Ericsson chosen by Emobile in Japan for deploying WCDMA/HSDPA network.

Ericsson chosen by Vodafone Spain for deploying WCDMA/HSPA network.

Ericsson chosen by Mobily in Saudi Arabia for deploying WCDMA/HSPA network.

Nortel chosen by FarEasTone in Taiwan to provide WiMax network.

Nortel chosen by Chunghwa in Taiwan to provide WiMax network for healthcare service.

Nokia-Siemens chosen by Mobile Telesystem OJSC in Russia to provide WCDMA/HSPA network.

Huawei chosen by Moroccan Telecom in Morocco to provide UMTS/HSPA network.

Huawei chosen by KPN Mobile in the Netherlands to supply UMTS/HSPA network

ZTE chosen by ClearTalk Wireless in the USA to supply CDMA2000 EV-DO network

ZTE chosen by PGH in Estonia for UMTS/HSPA network

Alcatel-Lucent selected by Siminn for GPON access solutions to migrate fixed voice services

Make out your own scores.

Qualcomm targets WiMax with 3G technology for laptops

In its strategy to counter WiMax, Qualcomm has announced [InformationWeek] a 3G chipset that provides connectivity to laptops on UMTS HSPA and CDMA2000 EV-DO networks worldwide. Along with 3G connectivity the Gobi chipset also has support for GPS.

Qualcomm claims it is enough that laptops are equipped with the Gobi chipset for 3G connectivity clearly taking a potshot at Intel-backed WiMax.

Qualcomm has the support of laptop maker HP and telcos Vodafone and Verizon Wireless all of whom have come out with statements welcoming the Gobi chipset.

For the telcos the chipset is an exciting prospect with possibilities of tying in the laptops with data plans a la mobile phones. However it has to be seen as to how the chipset will be bundled -with both the HSPA and EV-DO options together or if the users will have to choose one of them.

Intel would have an edge in persuading laptop vendors to bundle WiMax chipsets and Qualcomm would have to forge more deals with laptop vendors to take its Gobi chipset forward.

3G is just happening and if telcos roll out more of UMTS HSPA and EV-DO networks then it is good news for companies like Qualcomm and Ericsson. On the other hand if it were WiMax networks that get rolled out the most by telcos then Intel and Nortel would benefit the most.

Number Portability Directions

Mobile number portability has been introduced in the U.S. , the U.K., Australia, Korea, Japan, Canada, Pakistan and most countries in Europe. Introduction in India needs a push from the telecom department in terms of setting firm goals for the telcos. Telcos obviously are apprehensive about the move since they have to invest a lot all for opening the gates of churn. But they have to realize that number portability would make them more competitive and better organizations striving to meet the expectations of their subscribers and raise their levels.

Since number portability has been on the table for quite some time now, I am sure telcos would have had devised their strategies for it. The telecom department can go ahead on this front boldly as the move is after all a long overdue benefit due to the consumers. One opportunity for the telecom department is to mandate number portability for all new 3G service rollouts. This can be a given for the telcos so they do not have to complain at a later stage. This is good also as 3G with its focus on value-added-services has an inherent deterrence on churn.

There is one more point in favour of the telcos going in for number portability. What it is! Their new 3G services will take off well with number portability introduced across the spectrum of services. 3G adoption will be faster with number portability.

One more thing I can see is that telcos would start looking at new markets including rural hinterlands as part of their number portability strategy offsetting telecom department's apprehensions on this front.

To conclude this piece, I believe after the initial churn Indian telcos would learn to manage it quite well by building value and devising strategies.

Nokia, Motorola, Qisda gear up to launch WiMax devices in 2008

Digitimes reports that Nokia, Motorola and Qisda (formerly BenQ) are gearing up to launch WiMax devices in 2008. Motorola has plans to release a dualmode CDMA/WiMax handset in the first half of 2008. Nokia is expected to launch an Internet tablet around the same time supporting WiMax. Taiwan-based Qisda plans to launch an EDGE/WiMax device in 2008.

In most markets 3G spectrum auctions are around the corner and service providers in some countries such as India have already thought to have completed trials of WiMax technology.

Handset manufacturers are gearing up for the launch of their devices in time for availability when the 3G rollout happens.

BSNL's broadband, WiMax moves

I read a story in LightReading about BSNL, the state-owned telecom service provider calling for a tender to supply GEPON (Gigabit Ethernet Passive Optical Network) for its planned broadband network. GEPON is a popular network access technology delivering 1Gbit/sec over ethernet on a passive optical network and would be an essential part of the triple-play services rollout planned by BSNL. If we go by past business record with the ADSL rollout, UTStarcom Inc is considered to have a good chance of landing the deal.

Coming to WiMax, BSNL is all set to call for a wireless broadband tender very soon according tot the same story. For this tender there are many vendors who could fit the bill including Alcatel-Lucent, Motorola Inc, Nokia-Siemens Networks, Nortel Networks and the Indo-US vendor Telsima. Telsima has already supplied WiMax equipment to Reliance Comm and Videsh Sanchar Nigam Limited.

So you can see the pace gathering and we can watch out for more news on the infrastructure deals that would start the 3G rollout in India.

WiMax gets nod as a 3G standard

WiMax has been approved as a standard for 3G services by ITU as reported by IHT, WirelessWeek. What this means is that WiMax technology can be now deployed in the 2.5 - 2.69 GHz licensed spectrum bands. This announcement will push forward 3G spectrum auctions in many geographies at a rapid pace.

WiMax technology brings broadband to wireless offering data applications 10 megabits per second to 40 megabits per second speeds under most conditions. Intel has been promoting WiMax for sometime now and the approval is seen a shot in the arm for the technology's adoption in devices ranging from laptops to mobile phones.

WiMax had been contending for approval with at least two other technologies - LTE ( long term evolution ) promoted by Ericsson and Ultra Mobile Broadband promoted by Qualcomm. WiMax had gained momentum by the backing of personal computer makers - Acer and Lenovo and mobile phone leader Nokia among others.

CDMA player to foray into GSM space

The government has given the goahead for existing telecom providers to expand their services by using alternate technology according this ET story. What this means is that existing CDMA players can offer GSM services in all the circles they are currently serving and vice versa for GSM players.

Anil Dhirubhai Ambani promoted Reliance Comm's application for providing GSM services on a pan-India basis gets approved with this policy direction and Reliance Comm's spectrum needs are virtually assured.

Subscriber-based based spectrum allocation and spectrum auctions are currently not in favour. Existing players would be able to get additional spectrum in areas where they are not present, on a first-come-first-serve basis. Bharti Airtel which is the largest GSM player and is present in almost all circles would find this as a downside.

The need for existing pan-India GSM players is to increase their subscriber base and consolidate their positions. However the policy direction has an effect of opening the market in an unprecedented manner.

Cellular services are set to see fierce competition with this move. If the consumers are benefited then so be it.

Nokia uncorks N95 8GB

Nokia has finally uncorked the N95 8GB in the Symbian Show. Its not only about the higher capacity but also about the bigger screen size and the stunning black color. The battery life is extended by changing the batteries of course and because of this there is not lens protector for the camera. What a deal!

The original N95 did well but its battery life was on the lesser side. Now the 8GB model should help with the battery life. Nokia has realized this well and has even gone to the extent of dumping the lens protector to solve the problem. It has to be seen as to how this move is taken in the market.

With the shopping season around the corner Nokia may have an ace in the new N95 8GB.