Predictions

Prediction summary for 2010

We would like to share some of our views for the year ahead in the format of recurring annual predictions. Now, another year has passed in the ever so hectic telecom markets, and despite the tough economic times we have still witnessed new encouraging trends and solutions emerging, but at the same time the challenges […]
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Published December 4, 2009.


Predictions

#1 – HSPA

HSPA to the masses The short version is that LTE is good and HSPA is great. LTE will indeed be commercially launched in 2010 and be surprisingly good considering that it is new technology. As with all new mobile technologies we will become more excited about what it promises for the future once systems are […]
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Published December 3, 2009.


Predictions

#2 – Infrastructure market

No country for old men The mobile infrastructure market has been very competitive throughout this decade, something we have witnessed firsthand as sourcing advisor to Operators around the world. As an example of changes, look at how NSN did for period of time not participate in price wars, resulting most of the times in a […]
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Published December 3, 2009.


Predictions

#3 – Operators’ focus area

Shoemaker stick to your last Currently, the mobile operator sector is the healthiest one in the mobile industry, at least for the #1 and #2 player in each market. In a way this is not strange given the oligopolistic nature of that business due spectrum licensing regimes and other high barriers to entry. From this […]
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Published December 3, 2009.


Predictions

#4 – Connected devices

Not even the sky is the limit One of the most interesting and probably most trend setting events during 2009 was the very fast growth of the Amazon Kindle e-reader in the US. It encapsulates a few important characteristics that we believe is showing the way for an upcoming and flourishing connected device market (in […]
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Published December 3, 2009.


Predictions

#5 – Device & SW vendors

What North America lost on the swings it regains on the roundabouts In the mobile infrastructure supply market North America is doing poorly. From being a leading technology and supplier market in the 1G era (the AMPS, TACS and NMT days) the decline started 15-20 years ago when the Europeans had invented something called GSM […]
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Published December 3, 2009.