Mobile Money Transfer & Commerce – Poised for Big Growth

Mobile Money in IndiaMobile money will witness rapid growth over the next 3-5 years in India due to increased rural presence of Mobile Operators in Rural India fueled by favorable regulation, rising penetration of smartphones as their prices are more affordable, and acceptance by retailers.

What is Mobile Money ?
We define it as mobile banking, money transfer, and m-commerce. This includes using Airtel Money to transfer money into another Airtel Money account or bank account or mobile number. One could pay one’s driver his monthly salary by transferring money using bank’s smartphone into his mobile linked bank account using his mobile number and mobile money ID. Alternatively, paying from one’s smartphone into the driver’s Vodafone mpesa wallet would allow him to

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Yahoo! CFO Upbeat on Culture Shift + Innovation

Yahoo! CFO Ken Goldman is Upbeat on the new the culture shift of the company, which is attracting a high caliber of employees and acquisition candidates. Recent product changes in the core business, and improvement in partner relationships are key positives to the company. Yahoo’s pace of innovation and velocity of product launches are much … Read more

Global DRAM Market Share + Which Industry Consumes the most ?

The strength of the current upturn resembles the sharp turnaround seen in 2010, but could have longer sustainability based on (1) fewer producers; (2) the divergence of DRAM demand drivers with mobile devices overtaking PC DRAMs; and (3) the uncertainty in DRAM equipment technology keeping new fab builds at bay.

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Windows 8 Devices Expensive – Will Microsoft Learn the Android Lesson ?

Today, PCs’ value proposition as the internet device has been permanently taken away by smartphones and tablet. Better PC hardware can’t help the poor consumer reaction to Windows 8 Operating System either.

Acer and ASUS launched new PC and tablet products at Computex hoping to to drive the replacement demand the PC industry. However, PC used to be the key (in some regions, the only) vehicle for consumers to access the internet, but now smartphone/tablet offer consumers an alternative way to access the internet, and in some cases, with lower cost structure and better user experiences.

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Amazon India Launch is to Test Backend Infrastructure only. No Direct Retailing

Amazon launched an Indian Marketplace (www.amazon.in), its 10th country specific site (Amazon previously only operated a comparison shopping site in India (www.junglee.com)). The Indian site will be served exclusively by third-party sellers to comply with local laws and will initially focus on the media category (books and movies), followed by consumer electronics.

Local Laws of India do not permit Foreign Companies toAmazon-India operate in Multi-Brand Retail and thus Amazon has to be content as a Facilitator of e-commerce for various Indian companies. By doing so Amazon will end up Building Presence, Build Delivery & Distribution Network, Adopt to the Learning Curve of Cash on Delivery [Most Popular in India] so when the Govt of India opens the gates for FDI in e-commerce, Amazon can directly start selling its products and give Indian retailers a run for their money.

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China Software & IT – Cloud & SmartCity Hottest

At the 17th China International Software Expo, cloud computing and smart city are by far the hottest industry topics.

China & Cloud Computing Almost half of the participating vendors mentioned cloud computing at their booths. Public cloud has become quite popular among small business clients, while private cloud is the first choice for large enterprises. Established software companies are busy transforming their products to latch on to cloud platforms. There are also hundreds of vendors providing support and technological services for cloud computing systems.

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Expectations Run High at Computex 2013 Taiwan

Models of Computex 2013 - TaiwanComputex is due to take place in Taipei on June 4-7. Computex is a more PC-centric trade show, and we see several PC peripheral IC design companies that could benefit from the new Intel platform, Ultrabook, and touch-devices:

Expectations are running high from the laggards in the race Intel & Microsoft – Intel is expected to feature Haswell ultrabooks (ranging from the value segment to innovative high-end segment), and Microsoft should emphasize Windows touch experiences across different devices. Thanks to Microsoft’s full support of small screen touch, we believe touch module adoption will be extended to the 11.6” and below segment. Expect Tablet PC to be priced from US$149+, and we are going to see touch NetBook pricing to start from US$399 and ultrabook pricing to start from US$499.

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Mobile Vs PC Access of the Top 25 Sites

The significant increase in mobile usage can be attributed primarily to the widespread adoption of Internet-enabled smart phones and tablets in 2012. Per ComScore US smartphone Web users are up 30% y/y to 125mn (Dec 12), while Worldwide mobile users are up 45% to over 1bn. The Following Chart Shows the Mobile Vs PC Access … Read more

Top 10 Video Online Sites in China

While China’s online video market has consolidated further at the expense of smaller competitors, competition for Youku remains intense with key rivals, such as Tencent, iQiyi, and Sohu, which enjoy financial strength and synergies with their core business. Youku and Tudou combined for ~31% of online video sales market share in China, followed by Sohu … Read more

YouKu-Tudou – Huge Potential in Mobile Videos

Youku attracts 30%+ of its traffic from mobile devices, yet it has not effectively monetized this traffic. According to Analysys, Youku ranks in the top two in both iOS and Android for cumulative downloads among online video mobile applications in China. In addition, while the company continues to secure premium video content (e.g., exclusive partnership … Read more