March 2010 - Martin Creaner's Blog

I was surprised to read this week that Huawei is now the number 2 supplier of carrier network equipment for both fixed and mobile. For several years now, the world has been waking up to the growing importance of the Chinese equipment vendors, but quite frankly I'd assumed that they were still in fourth place globally behind Ericsson, Alcatel-Lucent and NSN. But that was last year! This year Ericsson is still first with 18.7% of the market, with Huawei a close second at 14.2% . Alcatel-Lucent...

Where will the next tranche of telecoms revenue come from. The conventional wisdom is that we will continue to grow and grow the available fixed and mobile bandwidth, and we will then monetize this through the delivery of multimedia entertainment services (High Definition Video and Music and Games). I just don't buy this vision of the future. For better or for worse, the world has grown to believe that on-line video and music (and possibly games) should be free. There are so many 'free'...

There can be little doubt that mobile advertising is one of the fastest growing markets in the mobile ecosystem. Google is going strongly after this market with its acquisition of Admob, and they are obviously the market leader in internet search-based advertising – so this is a natural progression for them. Other players are also making significant investment such as Apple, Microsoft and, more recently,Opera. But don’t expect the big internet players to have such a dominant position in the mobile...