Market Corner - 11/05/08

Publié le par Jean Arnal

A few set of market information released this week:

  • According to ITU, Africa had more than 250m mobile subscribers at the end of 2007, adding some 65m new users in 2007.

  • Carphone (UK) plans to sell a 50% stake in its retail business (2,400 stores across nine European countries) to U.S.-based Best Buy for $2.1bn

  • Microsoft is stepping down and withdrew its bid on Yahoo. The two companies did not reach an agreement on the price, in spite of a new increase of 6.5% to €31bn. Surprisingly, Microsoft did not launch an hostile bid as announced, but this does not indicate that Microsoft forgets Yahoo. It could be just a pause waiting that the fruit is ripe (by example a decline is the share price of the portal).

  • According to BITKOM, 80% of German businesses are accessing broadband internet services, 2 or 3 points ahead of EU average.

  • Spectrum Value Partners publishes a new report showing that the European economy would receive a financial boost of at least €95bn over the next 20 years, if one quarter of the UHF band were instead allocated for mobile broadband services.

  • According to Juniper Research, the annual fixed WiMAX global market size will exceed 13m subscribers by 2013, and up to 12% of the global DSL installed base will be substituted by WiMAX. NA, WE and Far East would account for 60% of the $20bn a year global WiMAX service revenues by 2013, while the WiMAX device market would amount to $6bn a year by 2013.

  • According to Infonetics, the metro Ethernet equipment sales hit $13bn in 2007, up 27%, and over 40m ports shipped in the year.

  • The Synergy Research 2007 IPTV Market Share report says that the overall IPTV equipment revenue grew aggressively at 47% year over year. Cisco commands the market with a 59% market share, ahead of ALU with a 13% and Motorola with a 11% share.

  • Frost & Sullivan found that the mobile TV market revenues were $2m in 2007 and estimates this to reach $3.3bn in 2014.

  • ABI Research predicts that 550m GPS-enabled handsets would be shipped by 2012.

Publié dans Market corner

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