Tariffs and telcos: Uncertainty and long-term moves
No one can foresee how and when import tariffs will stabilise – but some
long-term implications are starting to arise.
Tag: China
The future of (really) useful smartphone personal assistants
Who is most likely to win the battle for contextually aware personal assistants on smartphones – and is there an opportunity for telcos?
Beating the crash: What’s coming?
There are troubling signals in the business environment. Consumer confidence is at an all-time low due to inflation, conflict, Covid and climate change. What are the consequences for telecoms, and what should telcos, vendors, policymakers and others in the ecosystem do?
In the first of two reports we examine the macro forces and outline three key steps to reshape priorities and the strategy agenda.
Why the consumer IoT is stuck in the slow lane
For uptake of Massive IoT connectivity to meet expectations in the B2C and B2B2C markets, telcos will need to dramatically improve coverage and simplify their propositions.
4G success factors: What’s driving results in APAC?
In our first analysis on 4G take-up in Europe, we found common success factors relating to how operators had rolled out their networks. In our latest analysis, looking at 30 countries in the APAC region, we identify what market characteristics drive or inhibit 4G adoption, and which countries are likely to grow fast now and why.
Huawei’s choice: 5G visionary, price warrior or customer champion?
Huawei’s business performance in recent years has been impressive, based on sticking closely to what its customers wanted and making the results easy to buy. But fierce price competition will challenge near-term profit ambitions, and Huawei’s 5G vision is ahead of the market. So could things be about to change?
Baidu, Xiaomi & DJI: China’s Fast Growing Digital Disruptors
Baidu, China’s answer to Google, is one of the world’s leading Internet companies by market capitalisation. But can Baidu break out of the Middle Kingdom? Fast-growing smartphone maker, Xiaomi, is building a multi-faceted ecosystem and a tribal brand among young people. What impact will Xiaomi have in Western Europe and North America? DJI, the world’s leading drone manufacturer, could become an anchor for a major ecosystem in the consumer robotics arena. But several obstacles may knock DJI off course.
Mobile Broadband 2.0: The Top Disruptive Innovations
Key trends, tactics, and technologies for mobile broadband networks and services that will influence mid-term revenue opportunities, cost structures and competitive threats. Includes consideration of LTE, network sharing, WiFi, next-gen IP (EPC), small cells, CDNs, policy control, business model enablers and more. (March 2012, Executive Briefing Service, Future of the Networks Stream).
Trends in European data usage
The value of “Smart Pipes” to mobile network operators
Regardless of business strategy, the development of ‘Smart Pipes’ – more intelligent networks – will be a key driver of shareholder returns from operators. Smarter networks will also benefit network users – upstream service providers and end users, and operators, and their vendors and partners, will need to compete to be the smartest. What are they, why are they needed, and what are the key strategies employed to develop them? (February 2012, Foundation 2.0, Future of the Networks Stream).
Facebook user saturation bubble chart
Full Article: QQ: China’s Monster ‘Facebook’ – on a screen near you soon
An analysis of QQ.com – a profitable Chinese social networking and instant messaging service with 1 billion usernames, 75 million peak concurrent users, and plans to grow beyond China. (October 2009, Executive Briefing Service, Dealing with Disruption Stream)
Full Article: The Digital Generation: Introducing the Participation Imperative Framework
The “Participation Imperative Framework” describes new customer behaviour and needs that will drive future product and service innovation.