Implications of the Google-Lenovo Deal
Google selling its Motorola device unit to Lenovo, while not necessarily seismic, was notable enough to change market dynamics. We think the smartphone market is still too crowded and see the deal as an acceleration of the inescapable dissociation between hardware and software in the smartphone business. See details
BY DANIEL RAMOS, SENIOR CONSULTANT
Cisco and NEC optimize telco cloud delivery for small and midsize businesses
Cloud aggregation platforms serve to bring together multiple cloud vendors; they can also help telcos develop services, manage catalogs and assemble service packages that telcos would otherwise have to integrate themselves, reducing both time-to-market cycles and capex for product launches. See details
BY HANSANG HE, ANALYST
4G unveiled in China, but China Mobile still has work to do
More affordable LTE handsets and tariffs will help LTE take off in China. China Mobile has to seize the moment if it is to catch up in mobile data and establish a first mover advantage in the 4G race. See details
The number of global personal cloud accounts has increased 60% over the past two years, and Pyramid Research expects it to grow a CAGR of 25% from 2013 to 2018. By the end of 2014, over half of all operators around the world will have launched a personal cloud service. The ‘Personal Cloud: A Strategic Imperative for Operators’ report by Pyramid Research provides an overview of operators and cloud computing, an analysis of the personal cloud market, the results of an operator online survey about their views on personal cloud and a detailed assessment of how operators are positioning their personal cloud services.
In ‘Mobile Operators Go after the Connected Car Opportunity; Cellular Telematics Value Chain, Business Models and Market Forecast,’ Pyramid Research examines the cellular telematics value chain, analyzes the different business models and provides market forecast for the telematics industry globally. The report looks at the various market drivers and the main types of telematics applications, such as navigation, emergency services, diagnostics, PAYD and PHY insurance, and stolen vehicle recovery. focusing on the opportunities for MNOs to expand their role. Examples from around the globe are provided throughout.