Top articles
-
Market Corner N54 (2)
[ According to Juniper Research, mobile music revenues will grow to $9bn in 2009 (from $3.6bn in 2004), of which 50% in mobile ringtones, 20% in full-track downloads and 30% in ring-back tones. [ Juniper Research unveiled also a mobile gambling study....
-
Market Corner N54 (3)
The optical market: Two new market updates from Infonetics and RHK. Worldwide revenues grew 10% to $9bn in 2004. While long haul market continues to fall 13% (16% in Sonet/SDH and 10% in WDM), SONET/SDH is still the main sub-segment with about $ 6.2bn...
-
Market Corner N53 (4)
[ According to Dell Oro, the optical transport market grew 11% in 2004, with EMEA growing about 30%. Revenues (excluding cross connects) reached $ 6.9bn. It was the first full year of growth since four years, marked by recovery in a damaged market. Past...
-
Market Corner N53 (3)
Fixed line access [ Worldwide DSLAM port number increased 9% in 4Q04, and revenues were up 14% to $1.4bn, according to Infonetics . For the year, ports were up 18% and revenues were up 8% to $5bn. DSL subscribers rose 68% to 97m at the end of 2004, and...
-
3GSM World Congress wrap-up (1) N52
Smartphones: Linux is making inroads in the mobile handset operating systems. Samsun g and Infineon will use it for their future 3G smartphone. PalmSource also plans to use Linux in its devices, since it bought China MobileSoft. Linux is still a baby...
-
3GSM World Congress wrap-up (2) N52
With mobile penetration is already almost flat in developed countries, recent growth pattern will only be sustained in the future if mobile offerings can match low income household revenues in developing countries. The GSM Association (GSMA), aware of...
-
3GSM World Congress wrap-up (3) N52
3G: the focus of the 3GSM World Congress was no longer on network technologies but instead on compelling applications. The market has shifted from trial and pre-commercial services to mass-market consumers from tier-one operators (64 UMTS networks in...
-
Market Corner N51
A few set of market information released this week: [ GfK reports that pan-Asian mobile phone sales could rise 12% to 185m units in 2005 (vs. 164.5m units in 2004). China could account for 57% with 105m units (+5%). [ Deloitte forecast there would be...
-
Market corner 1 N50
The worldwide mobile phone market in 2004 seen by IDC: Rank Company units sold market share 1 Nokia 207.6m 31,2% 2 Motorola 104.5m 15.7% 3 Samsung 86.5m 13% 4 Siemens 49.4m 7.4% 5 LG 44.4m 6.7% + Others 172m 26% In the UK, there were about 4m high-speed...
-
Market corner 2 N50
A few set of market information released this week: [ According to IDC, the global mobile phone market reached 664m units in 2004, a 29%+ growth in one year. Main drivers were color screens and cameraphones in mature markets (replacement), 3G and Asian...
-
Market news N49
A few set of market information released this week: [ According to Juniper Research, the global Multimedia Messaging Service (MMS) market will reach $42bn in 2005. [ According to The Diffusion Group, consumers are increasingly comfortable with the idea...
-
Market 24-01-05 N48
A few set of market information released this week: [ According to Gartner, IT spending could increase 2.5% in 2005, the highest growth since 2001. [ TDG Research forecast worldwide IPTV subscribers will pass the 20m mark, and will generate revenues of...
-
Market - 10-01-05 - N46
A few set of market information released this week: [ According to the Semiconductor Industry Association, the worldwide sales of semiconductors increased 18% in 11/04, driven by the wireless handset market. [ In-Stat/MDR reports that the cellular modem...
-
No race for FTTH in France ?
While FT has launched first the idea to deploy a fiber-to-the-user network in France, and even starting trials in the Paris area, FT denies now it will participate in the race before the market is there, reasonably fed with abundant content, such as HDTV...
-
Global operator strategies - 28/09/06
FCC could apparently recomment the approval of AT&T's $67bn purchase of BellSouth. Equity firms, Apax and TPG, have announced that TIM Hellas (Greece) is up for sale for about €4bn. Naguib Sawiris, Orascom Telecom CEO, has announced it will bid. FT, DoCoMo...
-
Mobile or Internet-based content?
According to Valista' s survey, 60% of respondents believe the revenue share (40% on average) of operators from mobile content is too high. 65% of respondents are believing the level should fall by half within three years. With around 35% to 40% of mobile...
-
Fixed vendor strategies - 19/10/05
ADVA (Germany) is acquiring Covaro Networks, an Ethernet access maker, for $24m. It is the second recent acquisition after the purchase of Metro Packet Systems. Salira (Hitachi Group) announced its new Salira 3000 Series, a standards-based product line...
-
Legal music downloads: Euphoria
Legal music downloads: Euphoria Big numbers reveal the health of this market. First is Apple announcement of 1bn iTunes song downloads for the past three years. Second is the number of legal downloads in 2005 at 420m, up 169%, given by the International...
-
Cisco new strategy
Cisco new strategy Cisco was mainly focused up to now delivering good products/ solutions on the growing markets, and we know the success of this strategy. But it recently acknowledged that what was missing in their portfolio was a systems integration...
-
100th Telcoflash issue!!
Telcoflash is proud to deliver this week its hundredth issue. 100th Issue I did not think, when starting two years ago, reaching number 100. I did it and I am proud of it. I am ready to continue as long as you are still interested and regularly visit...
-
Market researches - 26/02/06
A few set of market information released this week: The Fiber-to-the-Home (FTTH) Council and the TIA Association have announced new US estimates for FTTH deployments, currently passing over 3.6m U.S. Homes (+ 1m in four months). According to Analysys,...
-
3G Western Europe market predictions
3G Western Europe market predictions According to Research & Markets, in WE, 3G critical mass (20% of the of all mobile handsets) would only occur at the end of 2007, while mass market (above 50% market share) would not happen until 2010. 3G subscribers...
-
Mobile infrastructure market
Mobile infrastructure market A new report from Dell'Oro reveals that the worldwide mobile infrastructure equipment market grew 7% in 2005 to $40.1bn. In 4Q05, the market grew 8% driven by strong sales of WCDMA and GSM-based equipment. WCDMA sales amounted...
-
Optical transport market
Optical transport market In the previous Telcoflash issue (N99), we presented Ovum-RHK forecast on this market. Today, Dell'Oro unveiled its own results: the worldwide Optical Transport market grew 22% in 2005 to $8.4bn. Alcatel, Nortel, Huawei and Lucent...
-
3GSM Congress wrap-up
3GSM Congress wrap-up More than 50,000 visitors (up 42%) and about 1,000 exhibitors (also 40% up) were in Barcelona (Spain) for this thirteen edition of 3GSM World Congress. We have selected a bunch of most important topics developed in Barcelona this...