Category: telecoms | 電信 | 통신 | テレコム

I thought about telecoms as a way to talk about communications networks that were not wireless. These networks could be traditional POTS (plain old telecoms systems), packet switched networks including ethernet or some hybrid of the two.

I started my agency career working during the dot com era. What was happening in the broader technology space was one wave of technology cresting, while another one rose.

In the cresting space was:

Enterprise software (supply chain software, financial systems, database software, middleware software tools).

NIC cards (network interface cards, a way of getting your computer to be able to communicate with an ethernet network. It was a little circuit board that connected on to the mother board and allowed.

Mainframe and  mini-computers. It was around about this time that company owned data centres peaked.

In the rising wave was:

Servers –

  1. Unix servers and workstation grade computers were what hosted the first generation of websites. Names that did particularly well were Sun Microsystems (now part of Oracle) and Silicon Graphics Inc. (SGI). Sun Microsystems ran everything from investment banking models to telecoms billing systems. It’s hardware and software made great web servers. SGI was facing a crisis in its core market of 3D modelling due to Moore’s Law, but its operating systems was still very powerful. They managed to get some work as servers because people had them around in creative agencies.
  2. You also had a new range of servers on the low end. A mix of new suppliers like Cobalt Networks and VA Linux, together with existing companies like Dell who were offering Linux and Windows web servers that were really repackaged local area network file servers.

Enterprise information management software. The web posted its own problems for content management and publishing and companies like Captiva and Open Text rushed in to plug the gap.

Traditional vendors like HP and IBM rushed into provide a mix of software and hardware based solutions including e-business by IBM, which morphed into ‘Smarter Planet’

Telecoms companies – two things happened.

  1. Phone services were deregulated opening up former state owned incumbents to competition in fixed line and mobile telephony
  2. Data services really started to take off. Multinational companies like Shell looked to have a global data network for routing their calls over, so in many respects they looked like their own telecoms company. Then those data networks started to become of interest to the nascent internet providers as well. Mobile data started to gain traction around about the time of the dot com bust

So it made sense that I started to think about telecoms in a wide but wired sense, as it even impacts wireless as a backhaul infrastructure. Whether this is wi-fi into your home router or a 5G wireless network connecting to a fibre optic core network.

  • Android device fragmentation + more

    Android Sales: Guess how many Android devices are available for sale | BGR – 18,000 different types of Android devices which is an insane amount of device fragmentation. Imagine the pain in Android device testing needed and that isn’t even getting into different app stores and non-Google Android devices –  a la Russia and China. More wireless related content here.

    Regarding Chrome’s Power Efficiency on OS X | The Verge – interesting how Google is falling into the same traps when coding across platforms that Microsoft did

    Why China’s economy is slowing and what it means for everything | Quartz – interesting bit of economic analysis via charts

    Fascinating chart in HBR (above) on the relative change in valuation of Brands… | Broadstuff – interesting data on the decline of brand value

    Hush Technology will block snoring but play your alarm with its smart earplugs | VentureBeat – interesting how noise cancelling technology has shrunk

    Moscase Is Like Batman’s Utility Belt For Your iPhone | TechCrunch – the modular nature of the back is quite interesting, I like the e-ink screen

    Daring Fireball: The Apple Watch Edition’s Upgrade Dilemma – it won’t be replacing my Swiss watch any time soon

    Nokia nears deal to buy Alcatel-Lucent mobile networks unit | Hong Kong Economic Journal Insight – two turkeys won’t make an eagle

    GSMA Intelligence – interesting diagram talking about latency and bandwidth requirements of different applications on mobile networks when you scroll down the page

    Activist Puts Pressure on Qualcomm – WSJ – inevitable when one looks at the increasing competition in the chip business for them and the move by major players (Apple, Samsung, Huawei)

    Samsung Galaxy S6 review: It’s what’s on the outside that counts | Ars Technica – this review is emblematic of the pedestal that Samsung has fallen off

    LINE CEO bets on selfies and macho stamps to expand overseas | Japan Times – really interesting insight into app localisation and branding

    Twitter Ends its Partnership with DataSift – Datasift Blog – ok this could be interesting

    These slides are all you need to make the case for an all-flash data center | SiliconANGLE – that responsive data has to change the economics of cloud as well and not in a good way

    Exclusive: Twitter A/B testing a Yahoo style directory for non-logged in users | SiliconANGLE – and Google seems to be supplementing search results with content from DMOZ about links

    If Nokia Map Unit Is for Sale, Microsoft, Apple and Yahoo All Might Want a Look | Re/code – it makes sense that Nokia would want to sell this separately from the phones, but who would it go to

  • Smartphone crown in China + more

    Apple takes smartphone crown in China – CNET – the smartphone crown is based on over a quarter of urban smartphones sold; Apple’s smartphone crown profit share rather than market share approach. More related content here.

    A New Wave of Chinese Smartphones Set to Emerge in 2015 – TechNode – the key thing here is likely to be relevant patents which many of these companies currently don’t have

    Billionaire Fridman targets US and Europe in $16bn telecoms spree – FT.com – board will include Lastminute.com co-founder Brent Hoberman and Irish telecoms entrepreneur Denis O’Brien, has been brought together to aid acquisitions in the technology sector to augment an already substantial portfolio of telecoms businesses. It will also include Osama Bedier, a former Google payments executive, former Skype executive Russ Shaw and Sir Julian Horn-Smith, one of the founding management team at Vodafone (paywall) – presumably a shedload of leverage as well since $16Bn won’t go that far

    Cyber Trends: 5 Subcultures on the Internet | Highsnobiety – interesting how the internet is melding and spawning tribes

    Panasonic to Release Spherical Fan/circulator – Nikkei Technology Online – gives Dyson a run for his money with this design. I love the space age feel of it

    From Socks To Sex Toys: Inside America’s Subscription-Box Obsession | FastCompany – I think that there is something to be said about careful curation ridding one from the tyranny of choice and giving the approximation of the great record store clerk or the guy at the comic shop – if they are done well. But I am also reminded mostly by these services of book and record clubs of yore

    How To Make A Secret Phone Call | Fast Company – interesting art project which illustrates the complexity of modern privacy

    Windows RT: Mission Accomplished | Fast Company – leverage on Intel

    Casio App Enables Word Searches on Recordings – WSJ – if this works as promised it is amazingly cool and the technology could revolutionise web search

  • Apple Spring Forward event

    Apple Spring Forward event

    I started this post a few hours after watching Tim Cook and company launch a number of product revisions  under the title of Apple Spring Forward. The most anticipated of which was the Apple Watch. I was in full Post Traumatic Apple Event Disorder mode. I have collated some of my thoughts about the event below and tried to order them into some sort of cogent narrative.
    Apple TV connections

    AppleTV

    The reduction of cost in Apple TV hardware at the Apple Spring Forward event was an interesting move. Apple has decided to go for market share rather than margin with the device and the incumbent HBO Now service might be just the catalyst to drive adoption. That Apple is leading with a HBO streaming service tends to imply that Apple has likely given up on trying to build its own ‘cable channel over IP’ offering. It does raise another interesting question about how other studios will want to handle their content in iTunes or via a an app similar to BBC iPlayer. Apple is passing on to consumers the cost benefits of using the older silicon design that powers the Apple TV. It also means that the Apple TV is the least powerful computer in Apple’s product range – including phones and tablets. The AppleTV is an egalitarian device rather a luxury brand product and a vote against widespread 4K adoption; unless the price discount is making room for a premium 4K capable device at a later date?

    Social Enterprise

    Apple’s moves at becoming a ‘social enterprise’ were interesting. For an organisation so polished at presenting itself to the outside world, the ResearchKit announcement and the case study with Christy Turlington felt awkward.  ResearchKit was delivered in a flat manner and didn’t explain how the product fitted in with Apple’s position on user privacy. Turlington’s appearance was like a particularly sycophantic Charlie Rose interview. There was a lot to talk about without having to ‘over-reach’ for celebrity endorsement.

    Apple needs to work harder picking the spokespeople to burnish its reputation, the nature of the projects and the deliver to be less cringeworthy. The very nature of the product and design story means that Apple already has a certain amount of implicit moral imperative and the company should be more in-tune with that.


    Apple Watch app
    Apple Watch

    I am deeply conflicted by a lot of the discussions around the Apple Watch, for a number reasons:

    I haven’t used an Apple Watch, but watching others use it in the demos made me think that it is fiddly and dare-I-say-it: hard to use. It could be un-Apple in nature

    Scott Galloway points to the Apple Watch and describes Apple as having transitioned to a luxury brand. The Edition watch maybe a luxury product, but not all of the Apple product range are luxurious – the AppleTV at a new price point of $69 implies ubiquity. This maybe a specific choice to get scale for the media content that other luxury Apple devices need to function. Just in the same way that quality newspapers couldn’t survive solely on sales to luxury consumers. What does this mean for those Apple customers who use the the devices as professional or creative tools?

    Much of the debate revolves around what luxury consumers want by people who can’t afford to buy the Edition version of the watch. Do the kind of luxury shoppers who wouldn’t care about a $13,000+ watch have a smartphone, or a smart person to organise their lives? An astute reader of Popbitch will soon realise that the celebrity accessory to have is a personal assistant, not a bejeweled Vertu. Secondly, not being available is a luxury as privacy and time are the preserve of the reach in an always-on world

    Many of the more positive predictions depend on the Chinese luxury market. The luxury market is changing in China. Luxury goods are used as tools in China; if you look successful, you are more likely to be successful in a culture that relies on high-touch personal relationships to facilitate business. However, consumers are becoming more sophisticated and moving away from at least some of the gaudier products. The Middle East may be a more opportune market for Apple.

    A second use case in the Chinese luxury market is that of a compact storage of value for capital flight or making a payment. The culture of payments for favours is being clamped down on my the Xi administration which has been made visible by a 20%+ drop in luxury watch sales. I don’t know the way plutocrats would likely jump on the gold Apple Watch.

    ‘Apple Watch is just an iPhone remote control‘ Craig Johnson senior analyst at Piper Jaffray – heard on Bloomberg TV. ‘Luxury watches are a store of wealth, an Apple Watch isn’t‘. Which is probably true for many people on Wall Street, but may not true for the truly rich.

    Apple MacBook

    The MacBook carried the biggest dissonance for me and was arguably the biggest disappointment of the Apple Spring Forward event. For long time Apple customers, MacBook means entry level laptop. They used to come white polycarbonate shells that matched the iMac G4 and Apple eMac. Instead the MacBook seems to reflect status:

    • A price point above the MacBook Air, but less powerful and less adaptable
    • Good battery life, but underpowered for many tasks
    • Three finishes including a gold colour that screams status in the iPhone line
    • A single port which made many of geek friends freak out with anger. The morning after one of my friends posted on Facebook about the single port: I am still angry. I use a Retina MacBook Pro at work and suffer from a lack of ports for external drives (including an optical drive), Ethernet, a secondary display and a card reader for multimedia work. The MacBook has a single port which replaces the MagSafe with a USB connection. For business users or creatives the machine is gloriously impractical and destroys their investment in things like the Apple Cinema display. I currently an Apple TV and have tried to screen-cast over Wi-Fi to it for presentations, it doesn’t like video at all. When I travel I usually present, for business users who travel regularly like me the MacBook feels like a pig-in-a-poke. Is the MacBook then decided to be a luxury consumer device?

    The trackpad which is being rolled out across other Apple laptop models looked attractive to me. The next generation of keyboard seems to be less convincing. I suspect its attractiveness will be inversely proportional to your touch typing speed due to the lack of haptic feedback from shorter key travel.  Despite the price point difference, I suspect that the MacBook is actually designed to cannibalise some Apple iPad sales as an executive toy – I don’t know whether it will.

    That’s my take on the Apple Spring Forward event, but I would be interested on your take on it.

    More information

    Post Traumatic Apple Event Disorder
    On Smart Watches, I’ve Decided To Take The Plunge
    The Watch Post
    Size Zero Design | 厌食症设计
    Questions I Have About Apple’s Business | Apple 业务挑战
    CES Trends
    Waking from an Apple Watch hangover « Observatory
    New Apple Stuff and You | The Wirecutter

  • MWC 2015 from the Sidelines: Day One

    In covering MWC 2015 yesterday I talked about the pre-event Sunday consumer product launches. These launches continued into Monday with Microsoft revealing more about Windows 10 alongside some mid-range smartphones. Sony’s press event was notable for both its style and content. Sony took a lower key approach to the show than in previous years. It hinted in interviews that this was part of a wider strategy by the company to shift Sony’s launch calendar, from being around the latest processor updates, to leading with consumer experience improvements.
    mwc day 1
    Looking at the online conversation around MWC on Monday, it unsurprisingly dominated by consumer devices. In particular hardware specifications of the devices, which shows just how much of a mountain Sony will have to climb in trying to change the event narrative away from device ‘speeds and feeds’.

    Mark Zuckerberg’s keynote at the event looked to downplay the role of internet.org rolling web access out in the developing world. In the reality his keynote was on the fault line of a chasm between telecoms providers and internet (or ‘over-the-top web’ to use Deutsche Telekom’s parlance) companies such as Google and Facebook.

    Messaging stripping away traffic from SMS, Project Loon and Internet.org have all been factors of concern. Google’s announcement that it planned to become a wireless carrier through a global set of MVNO (mobile virtual network operator) agreements hasn’t helped either. César Alierto, chief executive officer of Telefonica talked of moving the debate from net neutrality to a wider digital neutrality in order to create a level playing field for both carriers and internet companies.

    This divide between carriers and internet companies has been characterised by Bloomberg as part of a larger US/European digital divide, with large US companies having a greater market capital that they can use to buy up European rivals and push through developments in the face of carrier resistance.

    Another gap between the US and Europe was the continued importance of digital privacy at the show. Silent Circle rolled out a more polished version of the GeeksPhone-based Blackphone and a tablet companion. Finnish security company F-Secure promoted its Freedome VPN as a way of dealing with PRISM-style internet data collection.  Finnish mobile operating system company Jolla announced SailfishSecure in association with SSH Communications Security.

    Digital privacy wasn’t only a business opportunity for gadget makers, but also of concern to telco CEOs, who where concerned that a lack of consumer confidence in privacy would adversely affect business. Vodafone, Telenor, Deutsche Telekom and Telefonica all called for policy makers to provide stronger safeguards for citizens data privacy and digital security. This wasn’t solely altruistic as carriers saw a potential role to play in helping consumers securely manage their digital identity. How realistic that might be after the Gemalto data breach remains to be seen.

    Finally, the news that caused most confusion in Racepoint’s European HQ was that Ford showcase prototype MoDe electric bikes at their MWC press conference – I know we don’t get it either.

    More information
    Rory Cellan-Jones interviews Sony on whether it should walk away from mobile (BBC)
    Why Sony didn’t announce the Xperia Z4 smartphone at MWC | The Inquirer
    MWC 2015: Google Announces Wireless Carrier Plans By Becoming A ‘Mobile Virtual Network Operator’ | TechTimes
    Telcos Demand ‘Digital Neutrality’ | EETimes
    Zuckerberg in Barcelona highlights widening US-Europe gap | Bloomberg
    Security and Microsoft take center stage as Mobile World Congress 2015 opens | CNet
    Telco CEOs see urgent need for privacy, data security | TotalTelecom
    Mikko Hypponen To Talk Privacy At The Mobile World Congress | F-secure
    Ford unveils ‘MoDe’ electric bike prototypes at MWC 2015 | CNet

  • MWC 2015 from the Sidelines: Day Zero

    Mobile World Congress (MWC) 2015 in Barcelona has kicked off, though for many of my Racepoint colleagues the event started months ago. During this week we’ll see the pay-off from preparation that involved long days and late nights burning the midnight oil.

    I won’t be there this year and so have been watching the event unfold from the sidelines.

    In contrast to previous years, MWC 2015 now has a de-facto day zero as HTC, Huawei, LG and Samsung all launched consumer devices on the Sunday. Android devices are no longer lagging in industrial design with all the smartphones launched eschewing plastic in favour of a metal chassis, or glass and metal case design; in order to provide a premium-looking product.

    Secondly wearables are improving in leaps and bounds with the Android Wear devices looking more polished than the new Pebble discussed over the previous few weeks. The Apple Watch won’t have the same gap in industrial design to competitor products that the Apple iPhone enjoyed on launch.

    HTC launched an Occulus Rift rival in association with games platform Valve. However the Vive was notable more for its clunky industrial design rather than technological disruption.

    Whist there were great leaps forward being made in product design for wearables, online discussions still centred around smartphone devices, with early adopters being focused on device core hardware – at the expense of features that provide a differentiated consumer experience.
    pr

    It was immediately apparent from running analytics on online chatter was the prominence in social as a vehicle for challenger brands to get their message across, and the huge interest in MWC launches from the US.

    country by country
    Would a device launched at the US CTIA event have a similar global consumer impact?

    There is a wider question which remains to be answered regarding the efficacy of a ‘going early’ media launch strategy at MWC; particularly when one’s competitors have all adopted a similar strategy.

    It is hard to judge the answer to this question purely on the response to the Microsoft and Sony events earlier this morning. It would be unfair to compare their relatively lacklustre handset line-up in comparison to the day before. Whilst HTC, Huawei, LG and Samsung focused primarily focused on premium devices, Microsoft and Sony featured at least some mid-market handsets.

    More information
    LG launches LG Watch Urbane at MWC, but disappoints with lack of G4 flagship | The Telegraph
    MWC 2015: Huawei MediaPad X2, Watch, Talkband N1 and N2 | GSM Arena
    Live from Samsung’s Galaxy Unpacked event at MWC! | Engadget
    MWC 2015: HTC One M9, Grip hands-on | GSM Arena
    Pebble Time: Hands-on with the most successful Kickstarter project ever | Pocket Lint

    All the day  derived in the charts using Sysomos MAP.