In the Global Telecom industry the most debated topic is Net Neutrality. Wikipedia defines net neutrality as the principle that Internet service providers and governments should treat all data on the Internet equally, not discriminating or charging differentially by user, content, site, platform, application, type of attached equipment, or mode of communication.
Telcos argument is wireless players should be allowed to (1) control the quality of service (QoS) of different data services (to ensure optimal experience for all users on the network) and/or (2) charge differentially for various data services to capture their fair share of the value being created by mobile data explosion. Quite understandably, the OTT players are on the other side of the (more…)
In computer architecture, the term 64-bit refers to the number of bits that can be processed or transmitted in parallel. In the context of a chip, it refers to the width of the registers. A 64-bit register can store 264 different values or can directly access 264 bytes of addressable memory as compared to 232 in a 32-bit architecture. As such, the most obvious benefit of a 64 bit architecture is its ability to address more system memory (up to 192GB vs. <4GB in a 32-bit architecture) and hence increase system performance when more memory is present.
SmartPhone innovator Apple moved to 64 bit mobile computing as early as the iPhone 5s Days. Apple’s A7 chip is rooted in ARM’s (more…)
Asian Telecom Conglomerate, SingTel with investments in Service Providers to Apps Developers has established the Group Digital Life initiative. GDL is running at EBITDA losses in excess of SGD100mn pa. There are no explicit break-even targets, and it will largely depend on what else it buys, in our view. More acquisitions could mean more losses in the initial years. We’d like to see various options SingTel may weigh to monetize these investments.
The initial focus for most investments (apps) is to scale users. However, a successful investment should see revenue monetisation by around five years, beyond which its value proposition may have to be re-evaluated altogether – e.g. if something isn’t generating revenue within five years, then one has to question its value proposition altogether.
Arguably, the app is originally (more…)
3G adoption in India has been much slower than initially expected. We think dismal 3G penetration was due to a combination of reasons – (a) 3G speed not really being perceptibly better than 2G due to operators’ reluctance to invest in the network and smaller spectrum holdings/size, (b) unavailability of affordable devices (which was the case at the time of launch, but not anymore though), (c) lack of subscriber data usage behavior. However, 3G adoption has picked up over the last few quarters as 3G handsets are much more affordable and the handset replacement cycle has shortened, while a larger proportion of subscribers are willing to use data services.
2G & 3G Shift to 4G Mobile Data ?
It is conceivable that a generation of data-hungry subscribers in India may leapfrog from 2G to 4G bypassing 3G (or at best remaining using 3G for (more…)
We believe we are at the inflection of the take-off of technology-assisted driving. The current penetration of Advanced Driving Assistance System (ADAS) is only 3%. With the recent boom of ADAS and semi-automated auto model introductions, consumer awareness has been heightened.
What is ADAS?
ADAS broadly refers to a set of features which make use of internal software connected to sensors and cameras to alert drivers to potential hazards, or even temporarily take control of the car to avoid dangerous situations. Accomplished through radars, cameras, or laser sensors, these features include adaptive cruise control, parking assist, forward collision warning, predictive emergency braking systems, lane-keeping support, pedestrian and signage recognition, and traffic-jam assist.
ADAS will pave the way for semi-automated driving (more…)