Month: April 2013

China Mobile Data Subscribers Rise Competes China Unicom

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It comes as a surprise to us that China Mobile’s superior 3G net add rate YTD (16.561 mn 3G net adds versus 7.028 mn from Unicom) is due to commencement of a handset replacement cycle in China Mobile’s enormous (720 mn-strong) subscriber base, rather than a significantly improved TD-SCDMA network or service performance. We guessed … Read more

Apple iOS 7 Launch in June + Innovative iPhone Service Announcements

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We are enthusiastic about Apple. Preview of iOS 7 at WWDC in June which could highlight a new killer app such as mobile wallet. A killer app, like mobile payments, could serve as a demand catalyst similar to Siri driving iPhone 4S sales

We expect Apple to preview new versions of iOS and OS X at the user conference in June. The next iPhone is likely to keep the same hardware form factor as the current iPhone 5 based on Apple’s historical iPhone cycles. Therefore, software and services will determine the success of iPhone 5S, in our view.

Innovative Services on iOS Platform
Eddy Cue, Apple’s head of Internet Software and Services, is working hard to

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Examples of ISP Charging for OTT Traffic

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Google is paying France Telecom to carry its search traffic in France. But we think Google is paying for a differentiated service where its search traffic can get better network treatment. Google may also be paying Airtel in India for easy access of YouTube to Airtel Users. Korea Communication Commission has allowed three mobile operators … Read more

Oracle CloudWorld Mumbai – Key Excerpts

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Here are the key excerpts from the Oracle CloudWorld held in Mumbai,

Cloud based applications in Human Capital Management (HCM) and Customer Relationship Management (CRM) are being widely accepted by clients, which is driving the growth in cloud-based applications. On the other hand, onpremise applications continue to dominate the ERP market, due to data security issues. ERP has a larger market share in the package implementation market.

Incrementally, larger organisations are opening up to cloud offerings, particularly in HCM and CRM. Cloud-based applications are more standardised and they offer a relatively lower scope for customisation as compared to on-premises applications. Earlier, large organisations were less flexible in adopting customised applications, but incrementally, they are adopting standardised solutions with some minor customisations.

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How Cloud Computing is Changing the IT Outsourcing Business Model ?

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There has been an increased importance to Software as a Service (SaaS), Platform as a Service (PaaS), and Infrastructure as a Service (IaaS). These have been regarded as disruptive changes in the way technology services are delivered.

Will cloud computing make the traditional outsourcing irrelevant?
Although cloud computing has a disruptive impact on traditional outsourcing, it would not make traditional outsourcing completely irrelevant. Cloud-based offerings are standardised and meant for large number of audiences. Large corporations have their individual requirements that need a customised solution and they also remain skeptical of security issues in public cloud computing. Application Development and Maintenance work is likely to remain relevant for such firms. However, non-core functions, such as Human Resource Management (HRM), have been increasingly moved to cloud.

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How Kyocera benefits from wireless LTE Revolution ?

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According to Qualcomm, 4G LTE enabled mobile devices will need to support cellular radio frequency band fragmentation with 40 cellular radio bands worldwide. We think that the multi-band trend will continue or even accelerate going forward. Kyocera has top market share in ceramic packages for SAW filters and duplexers which will proportionally increase when the … Read more

LG Uplus LTE Market leader in Korea

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Following a series of unilateral approaches by LGU in the LTE market (i.e., early LTE network rollout and more aggressive voice tariff plans) and its superior subscriber net adds during the suspension period, it is becoming more clear that the LTE market is growing on the side of LGU—this is being played out at the expense of telecoms sector’s profitability.

Until the LTE market share hits a mature stage which we expect to be happen in mid-2H13, we believe Korean telcos will continue to play a tug of war that increases the vulnerability of 2013 earnings.

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