Over the last fortnight number of announcements have been made that I think are worth examining in the context of Juniper’s recently-published report on low-cost handsets and how we expect operators and vendors to concentrate on this potentially massive market.
Pakistan has just reduced the mandatory SIM Activation Tax from Rs500 per connection to Rs250, while ‘regulatory [...]
Analyst Archive
In recent months, I’ve been looking at the flipside of the smartphone phenomenon. Smartphones accounted for 13% of all mobile device shipments in 2008 and, by 2015, such devices will likely represent around one-third of all annual new mobile phone sales, we believe.
Giddying numbers. Especially for pressurised device vendors keen to stabilise their balance sheets and [...]
Apple appears to have inadvertently exposed its plans for 3G-enabled personal computers, after eagle-eyed technology analysts spotted a (now-withdrawn) job advert on Apple’s website that sought an engineer with “experience of 3G Wireless WAN” technology.
The implication is that Apple is planning to bring its popular Macintosh personal computers into the mobile broadband space by embedding 3G-standard wireless [...]
We knew it would get worse before it starts to get better, but the first-quarter results that deluged the industry this week pretty much confirmed earlier warnings from industry-leaders such as Nokia and Samsung that the handset market could contract by 10% or more this year.
The worst of the pain should already be over, though, with the [...]
This week, Apple and AT&T each released results for Q1 2009. Naturally enough, both were keen to talk up the continued vigorous growth in sales of iPhones. AT&T has the exclusive rights to sell the iPhone in the US and sold more than 1.6 million units to customers during Q1. Overall, Apple shipped nearly 3.8 million units over [...]
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