Tuesday, June 30, 2009
Sony eyes cellphone/game gear hybrid
Sony plans to set up a project team as early as July to develop a new product that combines functions of its portable game player and mobile phones made by Sony Ericsson, its handset joint-venture with Sweden's Ericsson. The development is seen as a way of better competing with Apple's iPod and iPhone, which is deemed to be encroaching on the gaming space traditionally dominated by the likes of Sony's PlayStation Portable (PSP) and Nintendo's DS.
Source: GSMA Mobile Business Briefing
Source: GSMA Mobile Business Briefing
China Mobile reports slow 3G uptake to date
China Mobile has revealed that less than 3 percent of new mobile customers acquired this year are using its new 3G network, suggesting that the TD-SCDMA network is suffering from a lack of compatible devices. According to a PC World report, which cites a recent China Mobile filing with the US Securities and Exchange Commission (SEC), the operator had 746,000 subscribers on its 3G network by the end of May, representing just 2.4 percent of total net additions at the operator since the launch of the new network on 7 January. The total number of China Mobile subscribers grew from 457.3 million to 488.1 million during the first five months of 2009, an increase of 6.7 percent, or 30.8 million subscribers. China Mobile is the world's largest operator in terms of subscribers.
Slow take-up of its 3G services are deemed due to the relative immaturity of the TD-SCDMA standard compared to competing standards such as WCDMA, which is used by the majority of the world's 3G mobile operators, including China Mobile's closest domestic competitor, China Unicom. According to the SEC filing, China Mobile is counting on dual-mode handsets that support both TD-SCDMA and GSM to help spur more demand for its TD-SCDMA services by allowing users to upgrade to 3G services without having to change their mobile number. It is also planning to market laptops with TD-SCDMA data cards and home Internet access gateways to attract more 3G subscribers.
Source: GSMA Mobile Business Briefing
Slow take-up of its 3G services are deemed due to the relative immaturity of the TD-SCDMA standard compared to competing standards such as WCDMA, which is used by the majority of the world's 3G mobile operators, including China Mobile's closest domestic competitor, China Unicom. According to the SEC filing, China Mobile is counting on dual-mode handsets that support both TD-SCDMA and GSM to help spur more demand for its TD-SCDMA services by allowing users to upgrade to 3G services without having to change their mobile number. It is also planning to market laptops with TD-SCDMA data cards and home Internet access gateways to attract more 3G subscribers.
Source: GSMA Mobile Business Briefing
Vodafone and T-Mobile eye UK merger
Vodafone is considering an offer to buy T-Mobile UK in a move that would transform the UK mobile market. A partnership between the two operators would see the merged company become the UK's largest mobile player by some distance with an estimated 45 percent market share, which could see a deal being blocked by regulators. However, the FT suggests that the merger would ease pricing and margin pressures in the fiercely competitive UK market and notes that the UK is the only major European market with five mobile operators.
"The most likely scenario would be a joint-venture between Vodafone UK and T-Mobile UK, the way Vodafone has recently done it in Australia with Hutchison," commented Wireless Intelligence analyst Joss Gillet.
According to Wireless Intelligence data for 1Q09, the UK market is led by Telefonica's O2 with a 26.7 percent share, followed by Vodafone (24.4 percent), T-Mobile (21.8 percent), Orange (20.7 percent) and 3 (6.5 percent).
Source: GSMA Mobile Business Briefing
"The most likely scenario would be a joint-venture between Vodafone UK and T-Mobile UK, the way Vodafone has recently done it in Australia with Hutchison," commented Wireless Intelligence analyst Joss Gillet.
According to Wireless Intelligence data for 1Q09, the UK market is led by Telefonica's O2 with a 26.7 percent share, followed by Vodafone (24.4 percent), T-Mobile (21.8 percent), Orange (20.7 percent) and 3 (6.5 percent).
Source: GSMA Mobile Business Briefing
Three Launch Nokia N97 With Skype

3 - the only network in the UK currently promoting free Skype on the Nokia N97, as well as most of their handset range. 3 is the first operator to embrace free Skype-to-Skype calling and IM on the phone via the Skype on 3 application. The phone will be available on contract from £35 a month, with voicemail and 300 minutes/texts. Internet can be added for £5 a month. Or get it for £319.99 on PAYG, where every top up comes with 90 days of free voicemail, a free bundle of texts and 150MB of internet usage. Plus on both contract and PAYG, get the added benefit of unlimited free Skype-to-Skype calls and IM, and Windows Live Messenger.
Source: 3G.co.uk
Source: 3G.co.uk
Top 20 operator-group footprint accounts for 57% of World connections in Q1 2009
Aggregated top 20 operators and operator groups*, Q1 2009
Source: Wireless Intelligence, company data
Rank | Operator | Total Connections | Markets* |
1 | China Mobile | 478.8 | 2 |
2 | Vodafone Group | 247.3 | 19 |
3 | Telefonica Group | 190.1 | 20 |
4 | America Movil Group | 174.9 | 17 |
5 | China Unicom | 137.7 | 1 |
6 | Deutsche Telekom Group | 127.1 | 12 |
7 | Telenor Group | 96.6 | 10 |
8 | MTS Group | 92.2 | 5 |
9 | Verizon Wireless | 86.6 | 1 |
10 | France Telecom Group | 85.7 | 26 |
11 | MTN Group | 79.4 | 19 |
12 | AT&T | 79.1 | 3 |
13 | Telekomsel | 72.1 | 1 |
14 | Telecom Italia Group (TIM) | 70.3 | 2 |
15 | VimpelCom Group | 62.7 | 7 |
16 | Weather Investments Group | 62.7 | 7 |
17 | Zain Group | 61.9 | 21 |
18 | Reliance Communications | 61.1 | 1 |
19 | Orascom Telecom Group | 58.9 | 9 |
20 | NTT DOCOMO Group | 54.7 | 2 |
* Operators are consolidated at 100% of all connections within a group
that holds a 50% or greater economic interest in their operation.
Source: Wireless Intelligence
Teardown Reveals Manufcturing Cost of Apples's iPhone 3GS
"The entry-level, 16Gbyte version of Apple's new iPhone 3G S carries a BOM cost of $172.46 and a manufacturing expense of $6.50, for a total of $178.96," said Andrew Rassweiler, director and principal analyst, teardown services, for iSuppli.
The table and cost data presented in this article consist only of the iPhone 3G S's BOM. The total does not include other costs, including software development, shipping and distribution, packaging, royalty fees and miscellaneous accessories included with each phone.
The table and cost data presented in this article consist only of the iPhone 3G S's BOM. The total does not include other costs, including software development, shipping and distribution, packaging, royalty fees and miscellaneous accessories included with each phone.
Apple iPhone 3G S Major Components and Cost Drivers (U.S. Dollars)
| Manufacturer | Multi-Source Probability | Component Description | Cost |
|---|---|---|---|
| Toshiba | High | Flash Memory NAND, 16GB, MLC | $24.00 |
| High | Display Module 3.5" Diagonal, 16M Color TFT, 320 x 480 Pixels | $19.25 | |
| Medium | Touch Screen Assembly Capacitive, Glass | $16.00 | |
| Samsung | Low | Application Processor ARM Core, Package-on-Package | $14.46 |
| Infineon | Low | Baseband HSDPA/WCDMA/EDGE, Dual ARM926 and ARM7Core | $13.00 |
| Medium | Camera Module 3 Megapixel Auto-Focus | $9.55 | |
| Samsung (with Elpida die) | High | SDRAM - Mobile DDR 2Gb Package-on-Package (Mounted on Application Processor, Two Die) | $8.50 |
| Broadcom | Low | Bluetooth/FM/WLAN Single Chip, WLAN IEEE802.11b/g, Bluetooth V2.1+EDR, with FM and RDS/RBDS Receiver | $5.95 |
| Numonyx | High | Memory MCP 128Mb NOR Flash and 512Mb Mobile DDR | $3.65 |
| Infineon | Low | RF Transceiver Quad-Band GSM/EDGE, Tri-Band WCDMA/HSDPA, 130nm RF CMOS | $2.80 |
| Infineon | Low | GPS Receiver Single Chip, 0.13um, with Integrated Front-End RF, PLL, PM, Correlator Engine and Host Control Interface | $2.25 |
| Infineon | Low | Power IC RF Function | $1.25 |
| Murata | Low | FEM Quad-Band GSM, Tri-Band UMTS Antenna Switch and Quad-Band GSM RX RF SAW Filters | $1.35 |
| Dialog | Low | Power IC Application Processor Function | $1.30 |
| Cirrus Logic | Low | Audio Codec Ultra Low Power, Stereo, with Headphone Amplifier | $1.15 |
| Rest of Bill-of-Materials* | $48.00 | ||
| Total Bill-of-Materials | $172.46 | ||
| Manufacturing Costs* | $6.50 | ||
| Grand Total | $178.96 | ||
| *Estimated Pending Complete Analysis | |||
Apple iPhone 3Gs Other Noteworthy Components
| Manufacturer | Multi-Source Probability | Component Description |
|---|---|---|
| STMicroelectronics | Low | Accelerometer MEMS 3-Axis, ?2g/?4g/?8g, Digital Output |
| AKM Semiconductor | Low | Electronic Compass 3-Axis, with Built-In ADC, DAC, Amplifier, Temperature Sensor and 8-Bit Digital Output |
Source: 3G.co.uk
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