Tuesday, May 18, 2010

CHETAN SHARMA: US Mobile Data Continues to Grow; Needs Traffic Management


 
Chetan Sharma published an updated report (here) on the US mobile Data market (see also "US Wireless Data Market will generate $53B in 2010" - here).

Below is their presentation summarizing the current findings.

Few quotes from the executive summary:
  • Data traffic continued to increase across all networks. US has become ground zero for mobile broadband consumption and data traffic management evolution. While it lags Japan and Korea in 3G penetration by a distance, due to higher penetration of smartphones and datacards, the consumption is much higher than its Asian counterparts.
     
  • Given that it is also becoming the largest deployment base for HSPA+, LTE and WiMAX, most of the cutting edge research in terms of data management and experimentation with policy, regulations, strategy, and business models is taking place in the networks of the US operators and keenly watched by players across the global ecosystem.
     

  • The Comcast ruling delivered a blow to the FCC and any directives or policies will hardly have any impact on the ecosystem in the short-term
     
  • As we had mentioned last year, the mobile data traffic kept on growing disproportional to the revenues. A series of solutions have come into the market from players big and small
     
  • [Slide15] As we noted in our last update, the data traffic is now significantly more than the voice traffic. The good news is that there are several solutions that available and are being invented that will help manage the data growth. The question is how fast will the operators deploy some of these solutions.

No comments:

Post a Comment