Rants And Ramblings About Mobile Technology
Anders Borg writing about the fun and crazy world of mobile and Internet service technologies.
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Wednesday, April 26, 2006
In-Stat expects 540M 3G subscribers by 2010
I'm not much for those long term estimates, as they always miss the mark completely, but this at least shows operators haven't given up on 3G.
It seems operators expect HSDPA to be the Holy Grail in terms of generating the bulk of the data revenues in the future. I hope they are right, as the current use of 3G of course doesn't even come close to compensating for the investments.
This is to me an infrastructure provider driven business. What I mean with that is that Ericsson and others have seemingly easy to convince operators that "if you just add this too, revenues will start coming in". This despite the fact that operators haven't fully exploited e.g. instant messaging yet. That in itself could be a major revenue generator and requires no new infrastructure.
Mentioned in other notes, I sense there's a big possibility for specialized MVNOs to exploit those opportunities that fall off the wagon as the major operators chase hectically for the rainbow of possible future revenue generators. (how's that for colorful description :)? )
Current MVNOs seem to focus on "more of the same, but cheaper", and there are way too many of those around.
Digital Media Europe: News - Worldwide 3G subscriber base to reach 540m in 2010 – report
It seems operators expect HSDPA to be the Holy Grail in terms of generating the bulk of the data revenues in the future. I hope they are right, as the current use of 3G of course doesn't even come close to compensating for the investments.
This is to me an infrastructure provider driven business. What I mean with that is that Ericsson and others have seemingly easy to convince operators that "if you just add this too, revenues will start coming in". This despite the fact that operators haven't fully exploited e.g. instant messaging yet. That in itself could be a major revenue generator and requires no new infrastructure.
Mentioned in other notes, I sense there's a big possibility for specialized MVNOs to exploit those opportunities that fall off the wagon as the major operators chase hectically for the rainbow of possible future revenue generators. (how's that for colorful description :)? )
Current MVNOs seem to focus on "more of the same, but cheaper", and there are way too many of those around.
Digital Media Europe: News - Worldwide 3G subscriber base to reach 540m in 2010 – report
