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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Microsoft Under Attack – PC Market Shrinks; Windows Phones / Tablets Failure

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IDC recently increased the decline it expects for PC shipments in the March quarter to 7.7% decline. Given the change in the computing landscape, it may prove difficult for the PC market to experience growth. We expect PC shipment revisions to continue a negative trajectory. The enterprise refresh which has driven results in the Windows segment has past its peak as over 60% of enterprise desktops worldwide are on Windows 7 according to the company.

Microsoft’s traction in the SmartPhone and Tablet marketplace remains lackluster. Tablet growth is estimated by IDC to reach 190 million units and post 49% growth. We estimate that smart phone shipments could exceed 1 billion units in 2013, as emerging countries increasingly turn to inexpensive Android phones

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The State of Entry Level Mobile Feature Phone Market in Asia

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With EDGE smartphone retail price hitting US$50 and 3G smartphone hitting US$70 by early 2013, we expect low end smartphone to cannibalize feature phone in a meaningful way, leading to a much higher than expected smartphone shipment in 2013.

The Sub-US$100 segment is dominated by whitebox players with no presence from global brands. For US$100 model, whitebox players can feature single core 1 GHz processor with 4 inch WVGA display and 5MP camera. For branded players, their lowest price models are generally around US$120 with outdated 800 MHz processor, lower resolution 3.2-3.5 inch HVGA screen and 3MP camera.

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