Posts Tagged WiFi
Understanding the interplay between the wireline and wireless worlds is important as value shifts occur. You can’t have a blockbuster iPad2 launch without Wi-Fi. And 55% to 60% of the embedded home Wi-Fi base is coming through cable modems. Apple Inc.’s success eventually results in Comcast Corp.’s, Time Warner Cable Inc.’s, Verizon Communications Inc.’s FioS and even AT&T Inc.’s U-Verse’s success.
With the next generation of tablet and phone devices (Apple’s iPad2 and the HTC Corp. Thunderbolt, for example) comes the front facing camera. We wrote about this with the column “The iPhone without a contract” last Labor Day. Sprint Nextel Corp.’s HTC Evo 4G launched last year with a front-facing camera using the WiMAX network and QiK (now owned by Skype) as the pre-installed app. New hardware begets new software. And this new software is high BPS (bandwidth per second). The higher the BPS, the faster the app.
The next $100 billion of value in the telecommunications industry (inclusive of software) is going to be created by the fast app ecosystem. Combine secure cloud computing with gigabit Ethernet backhaul and dual-core processors and you have the makings of an entirely new industry. It’s not that Groupon brought millions of us daily deals – it’s that they now bring them to us in 1080p (or whatever form factor your device can support). I can now see next year’s holiday blockbuster toys in action at Amazon.com (or through their app), not still photos. And video communication, including a revamped Pandora + YouTube, is now connected to my television. Why do I have a V-Tech cordless phone (and a $40 per month bill)? Why do I have a premium digital video tier?
It’s an exciting world to dream about, and developments are coming very quickly, thanks to companies like Apple and Google Inc. The highest returns can only occur, however, when you expand the market from portable (Wi-Fi) to mobile devices. In car. On train. On bus. If you are moving, you need mobility, not portability. And mobility requires bandwidth that moves with you.
This is where the wireless carriers come in. They hold the keys to mobile fast apps. As much as the developer community wants to circumvent or ignore relationships with the wireless carriers, they cannot achieve a high common denominator (“fastest app”) without the ability to achieve consistent bandwidth speeds and consistently low latency. Said another way, those applications developers that invest in the network interfaces and carrier relationships will create differentiation (and value) faster than those who dumb performance down to the lowest levels. When technology moves quickly, value is created from those companies who can expand with the market, who can achieve the highest and best result instead of the lowest and least. The bandwidth disparity created by 2G/3G/4G and Wi-Fi networks operating simultaneously is too great.
The only way Sprint Nextel and T-Mobile USA Inc. (combined or separate) can grow 10 to 20 million net adds in the next three years is to partner with the fast applications developers. Multi-player Angry Birds in 3D with optional voice chat does not happen without network integration – the connections are real-time, not “push” and servers need to be very close to the network. Sprint Nextel and T-Mobile USA may need more growth than 10 to 20 million net adds over the next 3 years to remain relevant. Dropped calls be damned – what about dropped apps?
So we have a willing development community, at least two willing carriers (on top of Verizon Wireless and AT&T Mobility who will definitely not take this lying down), and capital waiting to earn disproportionate returns. Where do we get started? Three ideas:
1. Multi-player Angry Birds in 3D with optional voice chat takes applications to a new level. Maybe an “all green” AB on March 17?
2. Facebook (or their replacement) could reinvent video communications singlehandedly (and take advertising to a new level).
3. Cloud-based communications directories with caller identificaton (app free version includes a mini-advertisement delivered on every incoming call).
One of the biggest reasons for any directory is discovery. In the old days of White Pages, we discovered a street address and a phone number associated with a name. With the advent of fast apps, I may want to know if you have FaceTime and if you are available for a quick chat, even if you are not in my contact list. Where’s the FaceTime (or Skype or Fring or ooVoo or YouTube or Facebook) listing on my BlackBerry? It doesn’t exist. Then how do I discover that you have FaceTime (meaning an Apple device that has a front facing camera on a participating carrier that has optimized FaceTime for their 4G network)? We need a better discovery engine to make FaceTime or their competitor a more relevant communications application.
The directory needs to protect privacy. I need to be able to turn off applications from being used by some and make an entirely different set of applications available to others. The directory needs to be connected to individuals, not Exchange (which, as explained in the last paragraph, doesn’t have room for these listings anyway). Privacy is easiest with an independent source – friendly to but free from wireless carriers, handset manufacturers, and operating systems.
Finally, the directory needs to be free. Listed or unlisted, private, user-controlled and free. This is not to say that there aren’t charges for “end caps” (featured fast apps), or that larger corporate or association directories don’t pay some fees, or that we show a mini-message on every incoming call in exchange for a free app, but this is not the calling name data storage margins of the past. And, if it can bring in 10 to 20 million customers for Sprint Nextel and T-Mobile USA (together or separate), it’s worth the carrier effort.
Fast apps are the next $100 billion opportunity in the communications industry. A well executed fast apps strategy by T-Mobile USA and Sprint Nextel (combined or separate) can break the current duopoly (or Verizon Wireless can execute it on its own with LTE and cripple their competition). To make fast apps a reality, the discovery process needs to be radically simpler, privacy needs to be protected, and it needs to be free to the end user. We need an independent directory.
Here come the fast apps. Are you ready?
Jim Patterson is CEO and co-founder of Mobile Symmetry, a start-up created for carriers to solve the problems of an increasingly mobile-only society. Patterson was most recently President – Wholesale Services for Sprint and has a career that spans over eighteen years in telecom and technology. Patterson welcomes your firstname.lastname@example.org.
New device allows you to display PC imaging wirelessly to an HDTV, great for ‘real estate client interaction’ or webinars / RealtyGo blog |
The Altona AT-HDAir ($219) enables you to display content from your PC to an HDTV (HDMI or VGA connections) Completely wirelessly, no cables needed, much like RealtyGo’s Mobile Real Estate Application. The Device uses wireless technology to transmit content you are currently looking at on your PC (laptop or desktop) to an HDTV, within range. (needs to be within 30 feet but can transmit through walls).
Great for Agent-client relations in any real estate office or networking area. Review contracts or properties on RealtyGo/MLS/Realtor.com/Zillow etc not to mention the great value add for your clients, to have a larger display vs. huddling around your laptop or desktop computer in your office. With the prices of HDTV’s continuing to drop you could pick up an HDTV monitor/display for anywhere between $149 and $500 depending on how large of a display you want. Then simply put it on the desk next to you or better yet mount it on your office wall with a bracket that is adjustable and pull it out when you need it.
In the past this was available in lo-res but now it’s available in HD (720p) and it also will broadcast audio along with the video. You simply plug a small USB transmitter into your laptop/desktop PC (Windows only at this time) and then have the receiver located near your larger HDTV.
Great for the office – integrate this with a large HDTV in your near-bye conference room so Potential Buyers/Agents/Brokers can take advantage of a webinar together?
RealtyGo.co – Your Real Estate Listings Best Friend!
Special thanks to Max Pigman for turing us on to this new technology.
Slightly more than a third of all U.S. subscribers used a downloaded mobile application in November 2010–up 1.1 percentage points over the previous three-month period–according to digital research firm comScore. In addition, 67.1 percent of subscribers used text messaging services in November, up 0.5 percentage points, and 23.5 percent accessed social networks or blogs, a 1.0 percentage point increase. comScore adds that mobile gaming attracted 22.6 percent of the U.S. wireless audience, and 15.0 percent tuned in to mobile music services.
According to comScore, about 61.5 million U.S. subscribers own smartphones as of November, up 10 percent over the preceding three-month period and a figure certain to increase even more significantly following the recent holiday season. Research In Motion’s (NASDAQ:RIMM) BlackBerry operating system continues to lead the U.S. market at 33.5 percent of subscribers, but its dominance is shrinking rapidly, decreasing 4.1 percentage points over the previous three months. Google’s (NASDAQ:GOOG) Android is now in second overall at 26.0 percent market share (a 6.4 percentage points leap), edging past Apple’s (NASDAQ:AAPL) iOS at 25.0 percent (up 0.8 percentage points). Microsoft’s (NASDAQ:MSFT) Windows Phone fell further off the pace in November, sliding 1.8 percentage points to capture 9.0 percent of the U.S. smartphone market.