Market
Apple’s Mobile Share
Apple reached 75% of profit share, nearly 40% of revenue share and 9% of units share.
Two great posts from Asymco here and here.
North Carolina Officially Launches the First Commercial TV White Spaces Network
Spectrum Bridge Enables Wilmington / New Hanover County and the Wireless Industry to Launch First FCC-Approved Smart City Using TVWS.
Full Story at Market Watch.
LTE report
The Global Mobile Suppliers Association reports that there are now 269 LTE-enabled user devices, manufactured by 57 companies. It’s a six-fold jump in six months. The GSMA also noted the number of LTE-enabled tablets has doubled in the past six months.
Full Story at DailyWireless.org
Maxim acquires LTE chip firm
Genasic was founded by Ashok Dhuna who served as CEO. Dhuna was previously vice president of RF engineering at Sequans and prior to that he was chief technology officer and founder of Synad Technologies Ltd., a fabless wireless LAN chipmaker sold to STMicroelectronics in 2003.
Full Story at EE Times.
Can the BlackBerry recover?
The August comScore mobile survey (MobiLens) is out. It measures the penetration or consumption of various mobile products and services in the US over a three month period.
I track the change in this data over time. Here are some highlights:
In August …
Finding Value in Android
Merrill Lynch reports Recent data suggests that the mobile Internet and the Android platform in particular is getting better-than-expected traction, and Google CEO Eric Schmidt’s comments implying that Google could eventually generate $10 per phone suggest that Google is sitting on an untapped mass-market revenue
opportunity.
While some our business model estimates will likely prove to be [...]
Seven Significant Trends in Mobile Usage
eMarketer reports with mobile penetration in the US estimated by eMarketer at nearly 80% this year, and the increasing sophistication of handsets, there is a mature mobile market with a critical mass of users increasingly receptive to marketing and content. As the space becomes more important for marketers’ efforts, they must keep pace with the [...]
Finally Official? – Intel to buy Infineon Wireless for $1.4B
VentureBeat is reporting that Intel has agreed to purchase Infineon’s mobile chip business for $1.4 billion, the companies said late Sunday.
The move by the world’s largest chip maker will help boost the company’s presence in smartphones, which have begun to dominate the computing landscape. Rumors of the deal have been around for a while.
Analyst: Infineon, TI are second tier in mobile chips
EE Times reports Infineon, Marvell, Renesas and Texas Instruments are forming the second tier of chip suppliers to the mobile phone industry and the mobile business units of these companies are potentially liable to merger and acquisition activity, according to Mike Bryant, an analyst with Future Horizons.
Companies with even less [...]
LTE Patent Battle
DailyWireless reports The dream of driving down LTE royalty levels dramatically is fading, says Caroline Gabriel at Rethink Research. Intel and Samsung have sought to spearhead an open, transparent and low royalty structure for WiMAX patents and formed the Open Patent Alliance (OPA) in June 2008.
That doesn’t seem to be the case with LTE. Qualcomm [...]
Smartphone Comparison Chart
Lifehacker has a nice features chart here.
If you’re in the market for a current generation smartphone all the new features and specs can be confusing at best. This extensive—but easy to read!—chart will help you navigate the world of smartphone features and specifications.
Renesas Electronics to acquire Nokia’s wireless modem business
Espoo, Finland and Tokyo, Japan – Renesas Electronics Corporation, a premier supplier of advanced semiconductor solutions, and Nokia Corporation, the world leader in mobile communications, today announced that they are deepening their collaboration by forming a strategic business alliance to develop modem technologies for HSPA+/LTE (Evolved High-Speed Packet Access / Long-Term Evolution) and its evolution.
As [...]
More than 321 Million Handsets Shipped Globally in 2Q-2010
ABI reports Nokia continued to shed market share, declining to 34.5%
Samsung was #2
LG notched up an increase in share to 9.5%
RIM, with a 3.5% share
Apple with a 2.6% share
Motorola with a 2.6% share
Handset supplier revenue change
Source: BoA, Merrill Lynch
Europe and US telecom capex
Source: Barclays
The story is clearly different in the US, however, where both AT&T and Verizon Wireless are increasing spending materially this year. Verizon Wireless is only lifting capex by 5% despite embarking on its upgrade from CDMA EV-DO to LTE, indicating that the [...]
Smartphones to grow but with steep ASP declines
Goldman Sachs predicts despite the pricing pressure on smartphones, new capabilities such as broadband internet browsing and satellite navigation with turn-by-turn directions mean new connectivity options must be added.
Broadcom Baseband Customer Ramp Estimates
Goldman Sach’s expects Broadcom’s mobile and wireless segment to remain the company’s most critical growth driver through 2011, and the most critical swing factor for the stock as well. Following a series of recent checks, we believe we now have better visibility on the ramp of Broadcom’s cellular business, and we forecast Broadcom’s baseband revenue [...]