Ronnie05's Blog

China tips it in TDD LTE’s favour

Posted in Industry updates by Manas Ganguly on February 17, 2014

China recently allocated TD LTE licenses to its carriers on the 2300MHz band. This is a significant event in the technology life cycle of LTE as TD LTE develops as mainstream standard and is set to massify on the global scale. The debate between TD and FD LTE has hovered around the lines of GSM versus CDMA and the emergence of one technology as the dominant standard. However, with technology and eco-system maturities, TD LTE emergence alongside FD LTE is now seen as a complementing effort and effect. This would create technology inter-operability between TD and FD LTE.

Why is the China LTE launch key to LTE eco-system world over?

China LTE implementation is all about scale – China Mobile for instance has deployed 200K BTSs for the LTE pilot covering 500 million people initially. That’s the size of the whole of Europe put together. The number of 4G base stations is expected to increase to 500K by the end of 2014. In addition, China Mobile is set to offer more than 200 different 4G-compatible handsets this year, including a handset priced at CNY 1,000 ($165) and a number of self-branded 4G devices. Apple’s iPhone portfolio has also recently been made available to China Mobile customers. Similarly, China Telecom plans to launch entry-level 4G smartphones at similar prices to its rival in the first half of the year before introducing mid-range and high-end models before year-end. By this time it expects to have 60,000 4G base stations. In contrast, China Unicom confirmed in December 2013 that although it has been issued a licence for TD-LTE (like its rivals), but it remains focused on running the majority of its 4G network via FDD-LTE – for which it is yet to receive a license. It is likely we will see a rather slower start to the 4G era for China Unicom.

China mobile connections by technology generation, 2000–2020

China mobile connections by technology generation, 2000–2020

With such large-scale rollouts underway, China Mobile and China Telecom will have the fastest initial 4G migration rates seen outside of South Korea, with close to 10% of their combined total connections migrating to 4G by the end of this year. According to new GSMA Intelligence, take-up of 4G-LTE in China will happen twice as fast as the earlier move to 3G HSPA networks. By contrast, it took twice as long for China Mobile and China Telecom to migrate their 2G customers (on GSM and CDMA2000 1x networks, respectively) on their 3G networks (TD-SCDMA and CDMA2000 EV-DO) following launch. For example, it took China Mobile 14 quarters to migrate 10% of its 2G connections base to 3G, but it will take approximately half that time to reach the same milestone in the move from 3G to 4G. Subscribers are estimated at 900 million 4G connections in the China by the end of 2020, up from around 100 million this year.

It is important to note that FDD and TDD LTE are two flavours of what is essentially the same standard, marking a different situation to when two technology standards (GSM/HSPA and CDMA) were competing for 2G and 3G hegemony. The availability of dual-mode FDD-TDD chipsets help mobile operators running either LTE variant to offer a wider choice of attractive 4G devices. Device manufacturers can therefore generate greater economies of scale given that dual-mode FDD-TDD chipsets remove the need to create multiple variants, serving to lower costs. Currently TD LTE accounts just over one in 40 LTE connections globally. However, China Mobile, China Telecom, Reliance Jio and Airtel could alter these TD LTE subscriber numbers by a wide margin. Even though there could be more instances of FD LTE launches by operators, number of subs on TD LTE networks could outweigh those on FD networks.

Advertisements

Of body hacking and quantified self

Posted in Body Hacking & Quantified Self, New Technologies by Manas Ganguly on February 9, 2014

Body hacking conjures up images of horror slasher movies (Jason, Freddy) with gruesome and grizzly murders every alternate minute. However body hacking today is a far more engaging activity with more salutary and healthy living effects.

With the advent of the smartphone, many Americans have grown used to the idea of having a computer on their person at all times. Wearable technologies like Google’s Project Glass are narrowing the boundary between us and our devices even further by attaching a computer to a person’s face and integrating the software directly into a user’s field of vision. The paradigm shift is reflected in the names of our dominant operating systems. Gone are Microsoft’s Windows into the digital world, replaced by a union of man and machine: the iPhone or Android.

Body Hacking thus is the union of machines and body – machines as a part & extension of the body and its features, organs that help humans do more efficient or target oriented tasks than was “humanly” possible. Now then, there are different levels of body hacking and this blpog will refer to the casual level of body hacking where in this pursuit is more of a fitness frame than others. Thus Body hacking is about putting a number to everything that is being done.

This includes how much energy is burnt per activity, intensity of workout, how much we eat, depth and patterns in sleep, steps we take, fitness milestones and more. Most of these things can be charted, compared and recorded, shared, challenged, co-worked post quantification. This can be a true motivator to develop new habits and break away from old ones – a tool to re-invent oneself.

Presenting a few relevant options and devices of body hacking relevant and available currently:

Body Hacking and Quantified Self

Mr. Nadella: can you define that ONE BIG THING for Microsoft? (please)

Posted in Uncategorized by Manas Ganguly on February 7, 2014
Nadella needs to define Microsoft's core in a rapidly changing and altering technology landscape.

Nadella needs to define Microsoft’s core in a rapidly changing and altering technology landscape.

At a time when Google steps out of the hardware business, Microsoft steps in. Satya Nadella, Microsoft’s incoming chief executive, faces some urgent questions: Does the Nokia deal still make sense? And how does Microsoft expect to survive, let alone prosper, in a cut throat hardware market where Google is giving up?

Windows and Nokia marriage makes sense in combining hardware, software and appware – but Nadella and Microsoft are 4 years too late. In an email to Microsoft employees on February 4, his first day as chief executive, Nadella said, “Our job is to ensure that Microsoft thrives in a mobile and cloud-first world.” It’s hard to imagine how Microsoft could be “mobile and cloud-first” without mobile. Does mobile necessarily have to be owning a mobile company?

The basic problem with Microsoft is not technology – but choice and the effects of scale. Android had an opportune entry when Smartphones were gathering momentum and Android took the game away from every one – Symbian, Apple, Blackberry and Microsoft. Now with the effects of scale – Android is the best suited for low end smartphones where as others are still planning forays into $50 smartphones. The basic problem for Microsoft is that Android has won the smartphone war. Not withstanding the din of the third eco-system, Android has taken it away. Today Messrs Brin and page are not worried about Android on smartphones, that is a default arrangment – they are looking at Android in Cars, Android in Glasses, Android in the toaster, fridge – Android as the enabler to Internet of things.

That in sense and effect is the crux of Microspoft’s problem – in a post PC world, where devices are increasingly non- enterprise – they have lost their raison d’etre. Google has successfully migrated itself from Search to the OS synonymous with all things internet. Apple is very clearly the best in terms of combining hardware, OS-ware and App-ware. Come to think of it Microsoft is missing a very clear proposition like Google or Apple. It has enterprise, it has cloud, it has search, it has some gaming, it has a mobile OS, it has a hardware company, it has many things – but it doesnt have the ONE BIG THING. The one big thing from which the future roadmap follows – it is key that Mr. Nadella defines that ONE BIG THING – and creates that. So long, Microsoft continues to be a relic of the past – a jack of many spaces, and the master on none.

Tagged with: , ,

OTT versus Operator: Collaborate or Compete or …?

Posted in Industry updates by Manas Ganguly on February 4, 2014
OTT versus Operator from Manas Ganguly

The fight between the OTT and the operator is all set for the operator to loose. As the Vibers of the world eat into voice revenue and the WhatsApps of the world eat into messaging pie, there is little that the operator can do in the short and medium term to turn the tides. The OTT operators as well have the classic monetization problem – Monetizing an OTT service is easier said than done.

But from the operator perspective, Rich Content suit of solutions is the key – that bridges media, messaging, voice and content – but building this up is a time consuming activity and will require operators to fundamentally redefine the business models for the telecom operators.

One way or the other – short term, medium term and long term- the operators will blled revenues before being able to re-capitulate on their suite of solutions.

Tagged with: ,

2013: India Smartphone Markets

Posted in Industry updates by Manas Ganguly on February 1, 2014

Narrowing differences in the price bands of smartphones and feature phones, and consumer shift to larger screen devices is leading to massive increase in smartphone shipments in Indian context.

IDC
While, overall mobile phone shipments rose 18% to ~ 257 million units in 2013 from 218 million units in the 2012
The growth was powered by smartphones tearing down at 229% growth with a 44million CY 2013 shipment number
20% of these smartphones were the 5” phablet form factor
The 2nd half of the year saw a 60% groundswell in terms of smartphone shipment numbers
The roll of honour/market shares:
IDC

CMR
Overall mobile phone shipments reported at a minor deviation from IDC and reported at 247.2 million units as against 219 million in 2012
Smartphones contribution to 41.1 million units with 65.8% smartphones being 3G enabled
Overall contribution of smartphones to mobile phone volumes is 16.6%
What CMR also states is that 2013 is the foirst year when feature phone shipments shrunk by -.2% indicating the slow slide of the category – with growth being anchored by smartphones
The roll of honour/market shares
CMR

%d bloggers like this: