This Week (November 19, 2010)

Here are this week’s interesting stories in the mobile industry…

Verizon’s CEO told the WSJ that the first LTE handsets should be in market in February 2011.  This is several months early than a previous prediction of May.
In the same article, Seidenberg said that while 23% of Verizon users on contract are data subscribers, they expect that to rise to 75% in the next three or four years.

Social Networking to be more important than voice and SMS?
Airway Solutions released a report about a survey given wireless carriers to see what the rise of smarphones would do to how people use wireless services.  When asked what they thought the most popular form of communication would be in 2015, 94% chose social, with voice and SMS following.

Is your mobile phone going to replace your wallet?  There’s been a lot of talk about that, but things are starting to fall into place.  Verizon, AT&T, and T-Mobile aim to make your mobile phone replace your plastic credit cards.  The three carriers have created a joint venture called ISIS to build a payment solution for mobile phones.  Details are kind of sparse right now, but the idea is that a user would wave their phone over a terminal to make a purchase, much like the SpeedPass dongle promoted by MasterCard.

This has some possibilities.  2011 looks like the year that NFC chips are going to start showing up in phones.  RIM has said that they will start including them in BlackBerries.  Google’s Eric Schmidt announced that Android 2.3 (Gingerbread) will support the chip and showed a Samsung Nexus S with the chip inside.  iPhone 5 is rumored to also include an NFC chip.  By the end of 2011, a good number of phones on the market will include native support.

See here, here for further analysis.

Android ties iOS in ad impressions.
According to a Millennial Media report, ad impressions on Android has matched that on iOS.  That is remarkable since in June 2010, Android impressions made up only 17% of all ads served by MM where Apple impressions made 56%.  In October, both platforms were tied at 37%.

New Devices
LG has sold +1MM Optimus devices globally in 40 days.  This low end phone is available on T-Mobile and Sprint and soon to be on Verizon.
It looks like dual core devices will be the rage next year.  Leaks surfaced about LG and Motorola devices to be released early next year sporting a dual core NVIDIA Tegra 2 chipset.  In addition to the extra processing horsepower, these devices will scream in 3D operations.  The open question is how much battery life these devices will have.  Android phones are not known for wonderful battery life as it is.

You think two weeks is a long time to wait to have Apple approve your app?  Don’t complain to Google.  It took 16 months before Google Voice was approved!  There was a fairly large controversy when Apple did not accept Google Voice back in early 2009.  There was a lot of finger pointing and the government even got involved.

RIM comes out swinging.
BlackBerries may not have anything on the iPhone, but RIM is taking the fight to the tablet realm.  At the Web 2.0 summit, RIM’s CEO rejected Apple’s “appification” of the web saying that “you don’t need an app for the web.”  RIM is betting that the browser is the only app you need and that is true for its PlayBook tablet.   Balsillie “It will be 3 to 4 times faster than the iPad” and showed a video of a PlayBook loading web pages much faster than an iPad, even with Flash.

iPad 2 rumors started flying around this week.  Some rumors are things that are easy to guess (like it will have a front facing camera) but others are more interesting like iPad2 will come with both GSM and CDMA radios.

TJ Maxx and Marshalls have stared selling 16GB iPad’s for $399 which is $100 off list.  That’s not a bad deal, but the question is why?  There is speculation that is Apple dumping stock for new devices, but I find it unlikely we will see iPad 2 before next Spring.  My first thought is that they are refurbs.

And that’s the news…  Good night and have a pleasant tomorrow!

About Lee J.

Mobile Guy!
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