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Scooped by Philippe J DEWOST onto cross pond high tech |
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"Analyst Horace Dediu of Asymco has crunched the numbers on the iTunes Store—which now includes the original music service as well as the App Store and iBookstore. He concludes that it's a $12-billion-a-year business for Apple and the app developers, music labels, and TV and movie studios who sell through it.
Consider this: In its 2004 fiscal year, Apple pulled in a total of $8 billion in revenues."
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Eesha Khare is the mind behind a super-powerful and tiny gizmo that packs more energy into a small space, delivers a charge more quickly, and holds that charge longer than the typical battery. Khare showed off her so-called super-capacitor last week at the Intel International Science and Engineering Fair in Phoenix, Ariz. In her demonstration, she showed it powering a light-emitting diode, or LED light, but the itty-bitty device could fit inside cell phone batteries, delivering a full charge in 20-30 seconds. It takes several hours for the average cell phone to fully charge. Khare also pointed out that the super-capacitor “can last for 10,000 charge cycles compared to batteries which are good for only 1,000 cycles.”
Philippe J DEWOST's insight:
Most of us have been dreaming of this at some point, right? Delete the scoop?
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The Contactless Mobile Report 2013 #MWC13 Next Mobile Connectivity NFC, QR, Bluetooth, WiFi, ... Barcelona 25-28 February 2013 24-27 February 2014
Philippe J DEWOST's insight:
Quite complete and comprehensive deck wrapping up on MWC announcements, products and trends and covering - mobile phone market - smartphone market - usages - technologies - mobile contactless including NFC Delete the scoop?
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MarketWatch estimates that all of those old phones sitting around are worth $34 billion. (That's allphones, not just smartphones.)
Philippe J DEWOST's insight:
What do you do with your old smartphones ? Those who will address consumer inertia like ReCommerce solutions have indeed a nice market opportunity. Delete the scoop?
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BlackBerry was up 15% on Feb 4th after it got a ringing endorsement from Bernstein Research. Bernstein slapped a $22 price target on the stock based mostly on the notion that investors don't fully appreciate how big the BlackBerry 10 launch will be.
The 15% jump is the just the latest in a series of big days for BlackBerry which was trading close to $6 at its lowest point recently.
But before people get too excited about Bernstein's note, or BlackBerry in general, take a look at this chart of Palm when it tried to resurrect its fortunes.
Philippe J DEWOST's insight:
Call it a "Pre"cedent as we say in french. BB aware ! Delete the scoop?
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How do you improve the mobile experience when all you have is a visibility over a carrier’s network?
That is the question that started carrier IQ (CiQ) in 2005. They set out to open up a window on the devices. To show what was happening inside what was until then a closed ‘black box’ after it left the factory. Seven years later, the company now has a tremendous technology foundation, from a unique agent software which gathers system data on smartphones (180 million rolled out so far), to an incredible analytics big data platform that’s able to deliver real-time drill-down information on technical parameters of a phone as well as trends and statistics. Last ime I checked CiQ was processing over 7 terabytes of smartphone system data each month…
They have a great business team, too, and managed to develop solid relationships with major mobile carriers in the US and abroad. And weathered an incredible storm in late 2011 — more on this at the bottom of this post.
Philippe J DEWOST's insight:
CarrierIQ's new GM Devices explains it all, one device at a time Delete the scoop?
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We've known for a while that Samsung is readying phones with flexible screens. Now, though, the Wall Street Journal is reporting that it's pushing forward with the concept more quickly than ever, in order to avoid being beaten to the finish line by other firms.
The new phones simply swap plastic for glass in the screen. The OLEDs you find in plenty of other displays can be put on flexible materials—like metal foil—which then makes it possible to create a device which is both unbreakable and bendable. Samsung hasn't told the Journal how much it's invested in the new bendy phones. However, it points out that it has been spurred along by growing innovation in the display market, from the likes of LG and Sharp. Seems that's enough to rush out a bendy phone as soon as possible. Which is just what it plans to do. The Journal reports that a "person familiar with the situation" told it that devices will be released in the first half of 2013. Bendy phones for all! Delete the scoop?
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Text messaging and text messaging revenue has fallen for the first time in the U.S., according to mobile analyst Chetan Sharma's latest report.
He tells us, "the dip in volume coincided with revenue dip as well which didn't happen previously. Typically, when this happens, it is an indication that the peak might have been reached and the curves will decline from here on out." The reason text messaging and revenue is down is that more people have smartphones, which have apps that help users avoid carriers texting services. Delete the scoop?
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The rate of iOS and Android device adoption has surpassed that of any consumer technology in history. Compared to recent technologies, smart device adoption is being adopted 10X faster than that of the 80s PC revolution, 2X faster than that of 90s Internet Boom and 3X faster than that of recent social network adoption.
Five years into the smart device growth curve, expansion of this new technology is rapidly expanding beyond early adopter markets such as such as North America and Western Europe, creating a true worldwide addressable market.
Overall, Flurry estimates that there were over 640 million iOS and Android devices in use during the month of July 2012. Delete the scoop?
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T-Mobile USA subscribers with smartphones capable of accessing the carrier's HSPA+ 42 Mbps network consume an average of 1.3 GB per month. The figure is almost double the 760 MB per month that T-Mobile said its overall smartphone user base consumes, and it highlights the fact that users generally consume more mobile data if they have access to a faster network. Click here for Ray's full presentation. (PDF) According to Chetan Sharma Consulting, roughly 30 percent of all U.S. smartphone users download more than 1 GB of data per month. T-Mobile CTO Neville Ray disclosed the carrier's figures during a presentation at the NGMN conference in San Francisco. Ray also said that video accounts for almost 50 percent of T-Mobile's overall HSPA network traffic. Currently, T-Mobile offers an HSPA+42 network covering 184 million POPs in 185 markets, and its HSPA+21 network covers around 220 million POPs. The carrier advertises the network as "America's largest" that provides "4G" speeds. Indeed, independent tests have shown that T-Mobile's HSPA+ 42 network offers download speeds of around 8 Mbps, similar to what Verizon Wireless (NYSE:VZ) provides via its LTE network. Delete the scoop?
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For the three months ended in February, Apple had 38.9 percent of the U.S. smartphone market, up from 35 percent for the same period ending in November. Android fell to 51.7 percent over the same period, down from 53.7 percent. The United States is not the world, but it is a leading market for smartphones. So, it's worth paying attention to these trends. Apple has been able to eat into Android's lead thanks to increased distribution and lowered pricing. The iPhone wasn't available from Verizon until February 2011, four years after it debuted on AT&T. It later joined Sprint, then some regional carriers, and this year it's going to T-Mobile. Apple offers the iPhone at a variety of prices on Verizon and AT&T, from $0 to over $400. A free-on-contract iPhone has made it an option for more people. Android is a great operating system available on a number of excellent phones, some with gigantic screens. It's odd that it's gone flat. It's not just a U.S. phenomenon for Android, either.
Philippe J DEWOST's insight:
and the winner is ... Delete the scoop?
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HTC was the first company to ride the Android wave to smashing success. It is also the first company to crash on the Android wave. Here's a look at its revenue growth over the last 16 quarters.
Philippe J DEWOST's insight:
There are two sides to the Android Wave. Switching slopes may happen much faster than expected. Delete the scoop?
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According to Canaccord Genuity, Samsung and Apple have 103% of the smartphone market's profits. They are basically the only two companies making money manufacturing phones.
Philippe J DEWOST's insight:
it was "only" 2/3 rd 2 years ago, now almost everyone else is bleeding money. Delete the scoop?
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"a tiny San Francisco startup, Adamant Technologies, is trying to give your iPhone the senses of smell and taste, too. The company has created a computer chip that works with a bunch of tiny sensors that "can take the sense of smell and taste and digitize them," explains Sam Khamis, Adamant's founder and CEO. This is not about turning your smartphone into some kind of scratch-and-sniff thing that emits scent. It's about letting your phone or computer or other medical devices smell for themselves. This was a pretty tricky problem to solve. A computer can easily identify a chemical in the air, but put a bunch of them together and it's stumped. For instance, humans can tell when there's pizza and chocolate chip cookies in the same room. Computers have a harder time with that."
Philippe J DEWOST's insight:
This may stink IMHO Delete the scoop?
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It’s the scourge of stores everywhere: “showrooming,” the act of going to a store to see and touch a product, then using your phone to find and order the same item for a lower price online.
Some retailers have taken drastic measures to curb the practice, such as blocking barcodes. While likely futile, the effort to stop showrooming is an understandable if sometimes unsubtle reaction to fears of death by a billion clicks. But the world’s largest retailer hasn’t tried to build a fence to block showrooming. Instead, in an act of digital judo, Walmart is urging shoppers to get out their smartphones when they come into a store. “You’ve got to go where the customer wants you to go. We live in the age of the customer,” Walmart.com President and CEO Joel Anderson told Wired in an interview this week. “We’re embracing showrooming.” Delete the scoop?
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The clickwheel of the first iPod worked by measuring electric field disturbances in one dimension. The first iPhone touch screen functioned similarly, but in two dimensions.
This week, Microchip Technology, a large U.S. semiconductor manufacturer, says it is releasing the first controller that uses electrical fields to make 3D measurements. The low-power chip makes it possible to interact with mobile devices and a host of other consumer electronics using hand gesture recognition, which today is usually accomplished with camera-based sensors. A key limitation is that it only recognizes motions, such as a hand flick or circular movement, within a six-inch range. Delete the scoop?
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Powering cellular base stations around the world will cost $36 billion this year—chewing through nearly 1 percent of all global electricity production. Much of this is wasted by a grossly inefficient piece of hardware: the power amplifier, a gadget that turns electricity into radio signals.
The versions of amplifiers within smartphones suffer similar problems. If you’ve noticed your phone getting warm and rapidly draining the battery when streaming video or sending large files, blame the power amplifiers. As with the versions in base stations, these chips waste more than 65 percent of their energy—and that’s why you sometimes need to charge your phone twice a day. Now an MIT spinout company called Eta Devices, based in Cambridge, Massachusetts, cofounded by two MIT electrical engineering professors, Joel Dawson and David Perreault, say they have cracked the efficiency problem with a new amplifier design. It’s currently a lab-bench technology, but if it proves itself in commercialization, which is expected to start in 2013—first targeting LTE base stations—the technology could slash base station energy use by half. Likewise, a chip-scale version of the technology, still in development, could double the battery life of smartphones. “There really has been no significant advance in this area for years,” says Vanu Bose, founder of Vanu, a wireless technology startup. “If you get 30 to 35 percent efficiency with today’s amplifiers, you are doing really well. But they can more than double that.” Delete the scoop?
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NASA is relying on a small team of engineers at its Ames Research Center in the Bay Area’s Moffett Field to develop three nanosatellites powered by Android smartphones. Via Pierre Paperon Delete the scoop?
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It's not just that modern smartphones are gobbling up tons of data. Another part of their challenge to wireless networks is that they are constantly pinging the network.
A less talked-about issue is the fact that many smartphone apps are constantly pinging the network, like a kid asking his or her parents every few seconds, “Are we there yet?” Only smartphone apps are even more annoying. Some ping the network as often as 2,400 times an hour. The result is network congestion and signal loss, as well as a far more rapid drain on battery life. “Wireless signaling is a tricky topic because oftentimes it’s hidden, happening in the background without any user knowledge. But it’s growing bigger by the minute, as more users download more connected applications” said Isabelle Dumont, head of marketing at Seven Networks, which pitches a solution to help reduce the issue. If current trends continue, the constant pinging of the network could eventually amount to 25 trillion signaling events per hour, Seven says. Delete the scoop?
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$12 Bn a year