Category: wireless | 無線 |무선 네트워크 | 無線

This blog came out of the crater of the dot com bust and wireless growth. Wi-Fi was transforming the way we used the internet at home. I used to have my Mac next to my router on top of a cupboard that contained the house fuse panel and the telephone line. Many people had an internet room and used a desktop computer like a Mac Mini or an all-in-one computer like an iMac. Often this would be in the ‘den’ or the ‘man cave’. Going on the internet to email, send instant messages or surf the internet was something you did with intent.

Wi-Fi arrived alongside broadband connections and the dot com boom. Wi-Fi capable computers came in at a relatively low price point with the first Apple iBook. I had the second generation design at the end of 2001 and using the internet changed. Free Wi-Fi became a way to attract people to use a coffee shop, as a freelancer it affected where I did meetings and how I worked.

I was travelling more for work at the time. While I preferred the reliability of an ethernet connection, Wi-Fi would meet my needs just as well. UMTS or 3G wireless data plans were still relatively expensive and slow. I would eventually send low resolution pictures to Flickr and even write a blog post or two. But most of the time I used it to clear my email box, or use Google Maps if I was desperate.

4G wireless services, started to make mobile data a bit more useful, even if the telephony wasn’t great

 

  • The insiders guide to smartphone launches

    MWC is one of the key dates in the diary for smartphone launches by manufacturers. Apple marches to the beat of its own drum, but Android manufacturers try and go close to MWC:

    • Samsung has gone out the week before with its foldable smartphones
    • Huawei starts off at MWC as one of a series of launch events for their products
    • Sony Mobile launched there, as well as other minor Android manufacturers


    The reason why they go to MWC is that it has a critical mass of journalists in Barcelona covering bigger impact stories.

    Mobile World Congress 2014

    Expect all kinds of hype on 5G that the smartphone vendors can then ride on.

    Why are smartphone launches news?

    So we know that smartphones are the most personal technology for consumers. For many of us it accompanies everywhere from waking us up in the morning, to work and back again. Some people even take it to the toilet. By definition the devices that we’ll be using through the next year or two will be news.

    But its a miracle that the launches make news since the details of the phones are often leaked. Specifications usually come out through sources in the supply chain. This usually affects both iOS and Android devices.

    Where Android device manufacturers differ is in later leaks. Handsets are often photographed during testing revealing the industrial design. There is often video giving an idea of device real world performance.
    These leaks aren’t accidental, but is often down to egotism or hubris of senior executives. This is very different to the discipline and self-control shown by Apple executives.

    This is often post-rationalised as building buzz. This is counter-intuitive to PR and marketing perceived knowledge. It would make it very hard to justify the kind of large scale dog-and-pony show used to showcase a new phone.

    So far, no phone launch has been seriously hurt by the ego-leak. But now things might change. We’re at a stage were smartphones are a mature sector. Total global unit sales are down year-on-year, this will impact media coverage of smartphone launches over time.

    The launch isn’t the end of the beginning

    The launch event is just the start of activity. Next comes the review programme. This means putting phones in the hands of media journalists and increasingly in the hands of influencers.
    Influencers are more important for a few reasons:

    • They flood social channels in particular YouTube with positive content
    • They’re naturally more likely to react positively as access and devices are still novelties for them compared to journalists
    • Influencers provide reach of marketing messages. Many manufacturers don’t advertise as much as they should relying too much on PR in their marketing mix
  • Brick and mortar retail + more

    Forrester: Why Brick-And-Mortar Is Failing Luxury 02/25/2019 – the failure is department stores rather than ‘owned’ brick-and-mortar stores. You could also argue that department stores are primarily aimed at the mid market part of luxury which is being crushed

    The Kraft Heinz experiment in radical cost-cutting has failed. | LinkedIn – imagine if 3G Capital had succeeded in their hostile bid Unilever as well? 3G Capital deployed zero budgeting the wrong way. Focusing on cost cutting rather than budget optimisation. They haven’t supported their brands and now its coming home to roost

    Number of ‘McRefugees’ increasing, study finds | HKEJ Insight – a seven fold increase over 6 years. More on the background on McRefugees

    Luxury Brands Learn How to Speak Streetwear Their Own Way | High Snobriety – High Snobriety on the luxury fashion hybridisation. If you like that article you’ll love Louis Vuitton, Supreme and the tangled relationship between streetwear and luxury brands

    Explaining p-values with puppies – Hacker Noon – best bit of content that I’ve read all week

    LG’s Dual Screen foldable phone breaks apart – BBC News – probably much smarter approach. I still don’t get what the use case is

    Malaysia Airlines pitch called off – agencies get apology from CEO and compensation – Mumbrella Asia – be a client organisation like this

    Chinese Whispers: Tourists Spend Less on Luxury Goods When Traveling in Japan and Hong Kong, and More | Jing Daily – the massive size of China’s e-tailing sector is insane

    Why Meituan Dianping is one of Fast Company’s Most Innovative Companies – recommendation of services a bit like Amazon’s product recommendations

    CYC – Technology overview – one of the best critiques of machine learning that I’ve seen. Cyc have spent decades building rules to move towards artificial intelligence. They now have products that do narrow jobs in certain verticals (PDF)

    ‘Huawei Mate X’ foldable phone leaks ahead of unveiling – 9to5Google – where’s the screen from; I thought this was Samsung exclusive technology. Why would they help Huawei?

    U.K. cites big se­cu­rity is­sues with Huawei (The Washington Post), 21 Feb 2019 – Huawei shockingly slow at fixing Infosec issues

  • Is there a luxury smartphone segment?

    There are luxury smartphones, but is there a meaningful luxury smartphone segment?

    From Apple’s iPhone price inflation to Huawei and Blackberry’s Porsche Design devices, manufacturers have looked to cater to a ‘luxury’ consumer.

    Prior to this is you had the Vertu phone with its concierge service and niche players like Goldvish catering for the the Gulf based clientele and Russian entrepreneurs. TAG Heuer tried launching its own phone.

    Pierre Cardin approach to licensing

    Prada and Bang & Olufsen had collaborations with Korean manufacturers. Even Dolce & Gabbana allowed their names to be used on a gold anodised Motorola RAZR. But these brand licensing deals rather like what Pierre Cardin were famous for in the 1970s and 80s.

    There was little input in the product beyond doing a launch.

    Luxury is an attachment

    Luxury brands have been smart enough to jump on the tech bandwagon in their product accessories. I used to have a Coach-made pouch for my Palm V courtesy of Sun Microsystems that I got given as part of a conference goody bag. (The dot-com era meant that money was thrown around willy-nilly).

    There were a variety slide in pouches from the likes of Louis Vuitton for Blackberry devices and Apple iPhones respectively. This then evolved into cases like Moschino’s famous ‘McDonald’s fries’ box.

    moschino

    Where’s the missing space?

    We know that China has become the workshop of the world. We know that Qualcomm’s reference designs, Google’s Android and Jolla’s Sailfish OS make smartphones easy (relatively speaking) to roll out.

    We also know that luxury firms are not afraid of:

    • Global supply chains and manufacturing in China
    • Attempting to step into complex manufacturing (like Louis Vuitton and Montblanc’s entry into watchmaking) or to do technology

    One only has to look at connected watches from the likes of Breitling or Louis Vuitton. Montblanc’s e-strap was way ahead of Sony’s WENA Wrist Pro Smart Watch Band.

    We know that luxury brands have moved away from the the stereotypical luxury buyer being an older western person of means to a younger Asian person with family money. That’s why we’ve seen the coalescence of streetwear and luxury brands.

    So where is the luxury smartphone? And why aren’t luxury brands embracing the space?

    Price elasticity

    I suspect that the issue is technology isn’t price elastic in the same way that luxury product categories are. Technology products by their nature are ephemeral. The benefits of technology products depends on network effects rather than exclusivity.

    In his blog post, Is the pace of technology adoption really speeding up? Nigel Scott put together evidence to show that price points and technology adoption are intrinsically linked. We are not in a state of constant acceleration of technology adoption, but instead only adopt it when the price is right.

    It would be reasonable to assume from this work that there is an inelasticity in technology pricing that makes luxury smartphones hard to sustain. It also explains why relatively low price accessories make more sense than ‘luxury’ smartphones. This seems to be a conclusion that Apple has some to (at least in China). It has rolled out discounts through third party channel members and made devices cheaper to purchase with zero interest financing.

    This makes the moves by Huawei and Samsung beyond Apple pricing with their latest phone launches a bit odd and a definite move to define a luxury smartphone segment. These must be halo effect handsets with no expectation of real profitable production; rather like Ford’s special cars like the GT-40. More luxury related posts here.

  • Shut down digital marketing + more

    Mark Ritson: It’s time to shut down digital marketing teams for good | Marketing Week – return to media neutral and evidence based marketing? It also reminded me of a debate that I had back in 2008 with James Warren about when were we likely to see the end of the digital strategist. It hasn’t happened yet, because there are plenty of businesses selling ‘digital transformation’. Basically the old enterprise IT sales process in a new design thinking bottle. I suspect that the time to shut down digital marketing teams might be a while away yet, though I agree with Ritson’s sentiment.

    Carmakers quitting Britain won’t blame Brexit – it’s not in their interest | The Guardian – classic reputation management; I don’t blame the Japanese for taking this approach. I imagine that Mini, Bentley and Rolls Royce might take this approach too, if the brands survive electrification. Aston Martin and Jaguar Land Rover may go further showcasing India or China as a premium vehicle powerhouse.

    Europe lagging on 5G? Don’t be so sure, says Ericsson | total telecom – Ericsson believe that the move to speed up 5G rollout in Europe will come from Industrial, rather than consumer focused use cases. European government’s and operators are looking to fast track their 5G rollout programmes, dispelling the myth that Europe will be ‘late to the 5G party’, according to an industry expert

    WSJ City | Key investors unhappy with SoftBank Tech-Investment Fund – not terribly surprised

    Gender and box office performance: Applied Economics Letters: Vol 26, No 9having a male star in a film generated a premium in the neighbourhood of 12%, while female star had no statistical impact on a movie’s performance – is this down to the way that they are marketed or the way that male stars are perceived versus female stars? I also tend to follow directors because of the sense of style that they bring to a story. Their name is a mark of quality

  • Roland file trademarks + more things

    Roland Files Trademarks For 303 & 808 Designs In Germany – Magnetic Magazine – interesting reading, in particular patenting designs so long after they were manufactured. Roland files trademarks and patents aimed at trying to stop Behringer who are due to be releasing a near perfect copy of the 808 drum machine

    Why Jeff Bezos Went to Medium With His Message | NYTimes – evidence that blogging isn’t dead and social media isn’t everything

    Huawei Threatens Lawsuit Against Czech Republic After Security Warning | NYTimes.com – interesting that Huawei is trying to cow the government with legal force. Huawei’s interpretation of Chinese law seems to be different to legal experts

    An Honest Take on the Hits and Misses of SIHH 2019 | SJX WatchesBaume et Mercier’s abandoning of the silicon hairsprings that made their debut in the Baumatic of 2018. The elimination of the silicon hairspring has lowered the retail price of the watch by about €250, but that’s notable for the reason behind the retreat. According to several insiders, Baume & Mercier, and by extension its parent Richemont, was kindly asked to stop using silicon hairsprings because the intellectual property for them belongs to a consortium led by Swiss micro-engineering institute CSEM, which is in turn backed by Rolex, the Swatch Group and Patek Philippe

    Are Influencers Over? | The Daily | Gartner L2 – interesting read and contrasting approaches between Unilever and Diesel.

    5 Asian Trends for 2019 – TrendWatchingAfter decades of economic growth, rising numbers of Asians are no longer primarily focused on pursuing material wealth. On the contrary, the pressures of progress are catching up: overwork, mental health issues, apathy, and more. In 2019, many Asians comfortable with their economic status

    Meet the ‘godfather’ of China’s smartphone industry | SCMP – the founder of BBK which backs Oppo, Vivo, OnePlus, RealMe etc. More related content here.

    Cheatsheet: Snapchat is no longer adding more users (but it isn’t losing them, either) – Digiday – bots are loyal?

    WSJ City | As US and Germany draw up trade barriers, Germany fights back – makes sense

    WSJ City | Apple retail chief Angela Ahrendts leaving company – makes sense. Apple’s move into true luxury pricing has shown to be a fallacy if one looks at consumer reaction to iPhone sales and laptop pricing. A number of people I know downgraded in the range rather than follow through on MacBook Pro purchases. Also the retail presence has felt like straightening deck chairs rather than moving forwards