Mobile World Congress just closed its doors and there has been no real game changer in mobile design. Mobile design is following tracks that have been established a few years ago:
Screen are becoming bigger and bigger to a point that one doesn’t know if it’s a smartphone or a tablet like the LG Optimus Vu, or the Galaxy Notes with their 5+ inches screens.
Device thickness is decreasing at a slow space it is more and more complicated to pack all the components and antennas in less than 8mm. Each tenth of mm gained is a challenge in terms of engineering and structure strength. Nobodies expect to break one’s device when sitting on it when it’s on the back pocket. The Huawei Ascend broke the record with its 6.68 mm thickness
Screen Bezels are decreasing so the screen occupies all the front panel of the device with little space wasted.
What could be next?
I think the screen size inflation has reached its limit and the device maker that will create a new trend will be the one providing a small and thin device, let’s say a bit bigger than a credit card, full touch screen with nearly no frame. A device that could fit in any pocket or card holder.
Happy new year ! All the best for 2011 !
Here are the main trends for 2011, I touched in previous posts in this blog:
I hope you enjoyed my 2010 posts. 2011 will be packed with action !
2007 /2008 has seen every manufacturer competing on the memory embedded into their devices. It was a time where the more memory had a device the better. MicroSD and Qualcomm Snapdragon put an end to it: 2009 /2010 has seen the GHz race. If your device chip wasn’t beating above 1GHz it was just a piece of plastic junk.
The new trend for 2011 is multicore. Nvidia is evangelizing the whole industry about the beauty and benefits of multicore technology with straitforward graphs like these:
and the more cores you get, the less your chip consumes power:
multicore power consumption
This is the trend for 2011, watch out for CES ans MWC, as every chipmaker and device manufacturer will announce dual and quad core mobile devices. Until the next trendy feature: 3D screen?
I had a look like everybody at the latest Press release from Vodafone about their 31st March 09 results. Beyond the “we did the best during those tough times” and “we are cutting cost” what can we learn from those statements on the european market. >> see article on Vodafone cost cutting program
Vodafone Fixed Line activity is gaining momentum
I had a look at their revenue per line of activity in Europe. Voice is still the overwhelming service with roughly 68% of the revenue.
I zoomed at the other services. Messaging seems quite stable with 13% of the revenue. But what is really surprising is the Fixed Line revenue which is bigger than the Data revenue. Vodafone, once a mobile pure player, is now becoming a convergent operator as an Orange. Even if the data traffic is growing with 2 digits figure the fixed line activity is gaining momentum.
3G devices penetration is at 30% of the customer base
3G devices are becoming mainstream in Europe with nearly a 1/3 penetration rate. As the 3G coverage is now nearly the same as the GSM thanks to the 900 MHz band, 2G will start loosing momentum before the end of the year.
2G network capacities are now at a plateau and all capacity investment will go now to 3G / HSPA technology. If you remember the NMT switchover at the end of the 90s, one can expect a 2G switchover between 5 to 10 years from now. This will depend on 2G OPEX vs. 3G OPEX. As soon as they will be close, 2G networks days will be counted.
One can expect the first 3G/HSPA only devices within oprators portfolio in 2010.
The crisis starts impacting consumers’ behaviour
Let’s have a look now at the ARPU in the main countries. ARPU is slightly decreasing in all the countries. That can be easily explained by the price pressure in mature markets. What is more stunning is the dramatic decline in Spain.
If now we compare it with the average number of voice minutes used per month, this is a big shock. People are using less their phone in Italy and Spain! Apparently, Spaniards are cutting back on their phone expenses by talking less.
Telecom services are no longer immune to the current crisis. This average voice minute usage per user should be monitored closely by all the operators.
As a Conclusion,
- The Fixed-Mobile business is now a standard model even for a Vodafone
- 3G is on the edge of becoming the mainstream mobile technology in Europe
- Crisis is there. Consumers in Spain and Italy are starting to cut back on their communication bill