Market Corner - 25/05/08

Publié le par Jean Arnal

A few set of market information released this week:

  • According to M:Metrics, US mobile web users are spending an average of about 4.5 hours per month browsing the mobile Web, against 2.5hours in the UK.

  • ABI Research estimates smartphones accounted for 10% of the total handset market in 2007 but will be nearly one-third of the market by 2013.

  • ATT said its iPhone users are spending $100 a month, about twice the ARPU of other mobile users.

  • Carl Icahn could succeed its bet to shake up Yahoo's Board and push Microsoft' bid on yahoo. With friends, it would own about 12% of yahoo shares before the next shareholder meeting in July, and force the Board to nominate new members (him and friends). Microsoft did not exclude a new deal with Yahoo, but probably under a new and more limited (mainly around the search engine business) form.

  • According to Ovum, 60% of mobile phone calls are initiated within the household in the USA. This highlights the need for femtocell to improve the quality of service.

  • According to iSupply, global shipments of touchscreen displays would double to 833m units and $6.4bn by 2013, double of current figures.

  • According to The NPD Group, mobile phone sales in the US drop 22% in 1Q08 to 31m units and declined 7% to $2.7bn. Motorola maintained its lead with 27% market share, followed by Samsung with 18% and LG with 17%.

  • The mobile digital commerce services market is expected to grow to $1.9bn in 2012 (from $1.1bn in 2007), according to MultiMedia Intelligence.

  • According to Dell'Oro, ALU shipped 6.6m DSL lines in 1Q08 and continues to lead the fixed broadband access market with a 40% market share. It shipped up to now 166m DSL lines worldwide. ALU has also a 33% market share of the IP DSLAM market, and a 47% market share in the VDSL (high speed DSL) market.

  • Ovum published its optical networking market figures with the global optical networking market topping $3bn (+23%) in 1Q08, of which $1.5bn in NG SDH/SONET and $900m in metro WDM.

  • According to Nokia, the role of Linux OS in its portfolio will grow in the future.

  • Fitch reviews 72 operators from 27 different countries (or a block of 1.7bn mobile customers) and reports that global mobile growth is obviously slowing , but is still strong in many developing markets. The report can be downloaded from the Fitch website (http://www.fitchratings.com/corporate/login/login.cfm?script_name=%2Fcorporate%2Freports%2Freport%5Fframe%2Ecfm&query_string=rpt%5Fid%3D386825%26sector%5Fflag%3D1%26marketsector%3D1%26detail%3D)

  • A. D. Little predicts 60% CAGR in mobile advertising over the next four years.

  • In few years, we will have a hydrogen fuel cell in our mobile phone. For the time being it is experimental. French scientists have succeeded to produce a miniature fuel cell using a hydrogen-filled cartridge about the size of a small cigarette lighter, giving the equivalent of of three to five recharges of the traditional battery. The product is being developed by BIC and is due to reach the market in 2010.

Publié dans Market corner

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