SMART DEVICES: It was Q2 results time, with solid numbers from Nokia, as LG Electronics and Samsung weathered the economic storm surprisingly well. HTC may be getting squeezed from its reliance on ageing Windows Mobile and nascent (but already competitive-looking) Android market segments. Sony Ericsson continued to bleed, and Motorola is unsurprisingly still struggling. [pp.1012,15,16,18,25,26.]

Nokia’s second-quarter results indicated an interesting trend in its smartphone portfolio, with more prosumer-oriented Eseries units sold than consumer-focused Nseries devices — although the consumer 5800 XpressMusic continues to sell well. A social-networking-oriented smartphone was announced for AT&T, called Surge , which is also set for international release as the 6760 slide. Nokia played down speculation it is working on an Android smartphone; a play that could make sense at least as a medium-term response to the success of the iPhone and its App ecosystem. [pp.1820.]


Issue: 2009.07
Covering: July 2009
Published: July/August 2009
Next issue: August/September 2009

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  • Below is a free taster from issue 2009.07 (July 2009), including an Executive Brief, Extract, Table of Contents and Index, giving a valuable snapshot of the full report.

EXECUTIVE BRIEF

SMART DEVICES: It was Q2 results time, with solid numbers from Nokia, as LG Electronics and Samsung weathered the economic storm surprisingly well. HTC may be getting squeezed from its reliance on ageing Windows Mobile and nascent (but already competitive-looking) Android market segments. Sony Ericsson continued to bleed, and Motorola is unsurprisingly still struggling. [pp.1012,15,16,18,25,26.]

Nokia’s second-quarter results indicated an interesting trend in its smartphone portfolio, with more prosumer-oriented Eseries units sold than consumer-focused Nseries devices — although the consumer 5800 XpressMusic continues to sell well. A social-networking-oriented smartphone was announced for AT&T, called Surge , which is also set for international release as the 6760 slide. Nokia played down speculation it is working on an Android smartphone; a play that could make sense at least as a medium-term response to the success of the iPhone and its App ecosystem. [pp.1820.]

Apple announced robust sales in Q2 2009, although the launch of its iPhone 3GS at the quarter-end has yet to provide much of an uplift. O2 UK’s iPhone-exclusivity deal was in question, again, with reports that T-Mobile UK and Orange UK are waiting in the wings. More than 1.5 billion downloads are now claimed for Apple’s App Store . [pp.35.]

Android devices are set to constitute 50% of HTC’s device shipments during 2010, reflecting a significant shift away from its traditional symbiotic relationship with Microsoft and Windows Mobile — it was also reported that HTC is eyeing Qualcomm’s BREW application environment for its mid-tier play. HTC’s Q2 numbers were robust, but H2 looks shaky. [pp.913.]

Research In Motion confirmed its long-rumoured BlackBerry 8520 device, a low-end addition to the Curve range, which is set for initial launch in the UK and USA. A wider App World rollout was reported, moving beyond English-language markets. [pp. 2324.]

Palm confirmed that Telefónica is to be the exclusive launch partner for the Pre smartphone in a number of new markets, with planned availability before the end of 2009. Telefónica’s O2 UK was linked with a dual-slider device from Pantech, which is already available from AT&T in North America. [p.22.]

Google announced its Chrome platform targeting netbook devices, creating a significant overlap with Android — sparking speculation as to how the platforms will co-exist moving forward. China Mobile’s Ophone platform was released to vendors, with the Android variant enabling the delivery of devices tailored for the operator. [pp.23,8.]

The Symbian Foundation previewed its Horizon app strategy, which will see it acting as a middleman linking developers to operators. The Foundation also opened a new office in Japan, as the platform’s position in this market is under threat. [pp.28,29.]

NEC is eyeing a return to international markets, after several years of focusing its efforts on Japan. Toshiba is ramping up availability of its TG01 smartphone, with Orange Group signing as a partner, and a CDMA-variant apparently in the pipeline. [pp.17,30.]

AT&T published its Q2 results, with continued reliance on the iPhone , which contributed the majority of its “integrated device” subscriber additions. Sprint is set to embrace Wi-Fi in its smartphone portfolio, with claims the technology will be mandated in future products. Verizon Wireless offered a six-month cap on its device exclusivity deals, although this only applies to its smallest rivals, and was not welcomed wholeheartedly. [pp.7,28,31.]

MOBILE VAS: Vodafone Group is set to drop its Vodafone live! brand for mobile internet services, with a new customisable portal already soft-launched with certain subscribers. Telefónica and OnMobile signed a VAS agreement covering Latin American markets. [pp.46,47.]

Advertising-funded MVNO Blyk completed a strategic re-focus, with the company now acting as an enabling partner for Orange UK and Vodafone Netherlands. 3 UK announced plans to add advertising to its mobile broadband dashboard. [pp.32,33.]

Verizon Wireless’ application store plans were in the spotlight, with reports that it is set to make its own store prominent on devices, while removing embedded links to rivals. LG Electronics took its app store into “beta” , initially focusing on Asia. [pp.33,34.]

There was concern that ICASA, the South African regulator, is delaying mobile TV rollouts, by stalling the licensing process in the country. Despite strong viewer numbers, South Korea’s operators are struggling to find a business model to support mobile broadcast, with both subscription and ad-based propositions struggling. It was reported that mobile broadcast is also having a tough time in China. [pp.35,36.]

UAE operator Etisalat installed message interception software on BlackBerry devices, claiming the software was designed to improve network reception — Research In Motion distanced itself from the actions. AT&T announced a number of location-based services for business customers, enabling companies to accurately monitor field services employees. Telstra launched Microsoft-powered enterprise mobility solutions, offering bundles including connectivity, devices, and support. [pp.37,38,39.]

Vodafone Group picked TeleAtlas as a location-based service partner, with the latter supplying a range of digital mapping and navigation information. Gartner forecast that the LBS market will double during 2009, when measured by subscribers or value. [pp.39,40.]

Citigroup and Vodafone India are taking part in an NFC pilot, while Poland’s operators are testing an m-commerce platform that may see commercial launch during 2009. NTT DoCoMo enhanced its m-banking portfolio with the addition of person-to-person transfers, while Mobilink introduced mobile financial services in Pakistan. [pp.41,42.]

Orange UK became the latest operator to join the shift to DRM-free mobile music, with more-than-700,000 tracks now available — two of the “big-four” record labels have signed up. It was reported that China Mobile will centralise its music operations, rather than offering products on a dispersed basis across regions. [p.45.]

O2 UK announced a mobile social-networking partnership with Twitter, meaning its subscribers can now receive free updates from Bebo, Facebook, and Twitter — the main SNS in the country. [p.48.]

MARKETS AND TRENDS: The EU reportedly scrapped a “smartphone tax” plan, which would have seen additional fees levied on multi-function devices, for example with GPS or mobile broadcast receivers. [p.50.]

Mobile content-enabler Bango said that “more-than-20%” of mobile content purchasers now use Wi-Fi as an access method, sparking concern over the potential for an inconsistent purchase and payment experience. The GSM Association said that the world’s first RCS-powered services have been launched in South Korea, powering cross-carrier rich messaging products. [pp.50,51.]

EXTRACT

HTC to increase Android activities; BREW for mid-tier

HTC is reportedly set to ramp up its Android activities to represent 50% of shipment volumes in 2010, compared to 30% in 2009, according to Taiwanese publication DigiTimes, meaning that Windows Mobile (WM) will decline in importance in its portfolio.

While much attention in recent months has been focused on HTC’s Android activities, the company has also been steadily updating its WM product line. It was not revealed to what extent the increase in proportion of Android shipments will be coupled with shipment growth overall, and whether HTC’s Windows Mobile volumes will either remain constant or also increase — or if HTC is planning to reduce its commitment to the Microsoft platform.

HTC has long been a stalwart WM vendor, and is responsible for the lion’s share of device shipments using the platform — no other vendor has come close to making the same level of commitment to the operating system. The company’s change in strategy to embrace Android has always been significant, but, if it has become strategically more important than Windows Mobile, this will mark a sea change in the smart device ecosystem — interestingly, LG Electronics looks well positioned to take up HTC’s slack in the WM market, with the company having recently announced aggressive plans for the platform.

Currently, most of the open device platforms are being championed by a single vendor, even when other companies are involved in the ecosystem — Symbian OS is largely a Nokia play; Android and Windows Mobile are both being spearheaded by HTC, while Apple, Palm, and Research In Motion all use technologies that are not licensed by other vendors. For all the benefits of an open ecosystem, as yet, few device platforms or vendors have been able to make this work; and vendors including LG Electronics, Samsung, and Sony Ericsson are still introducing high-tier, feature-rich devices powered by proprietary platforms.

” There is certain advantage to [having a] vertically-owned OS to design converged device, like Apple, but it could be damaging to the smart phone design if proprietary OS can not compete against open OS in scale. We believe WM and Android OS are [sufficiently] well positioned and highly ranked in the smart phone industry that it is our best interest to partner/leverage the two OS to our converged device development at this stage. ” — HTC.

BREW to take HTC into mid-tier

Marking what would be another strategic divergence for HTC, it was reported that the vendor is to launch devices utilising Qualcomm’s Java-rivalling BREW technology to target the mass market. HTC has previously, unashamedly, been focused on the high-end.

The device would marry BREW with a touch screen and use a variant of HTC’s own TouchFLO user interface, which has previously been used in Windows Mobile devices.

Without referring to BREW specifically, HTC did during its Q2 earnings call confirm that it is now targeting generation of ‘mid-tier’ revenue in the second half of 2009 (see separate reports), seemingly adopting a strategy to expand the smartphone market from the high-end to the mid-market. The company appears to believe it can balance profitability with ambitions to grow volume and market share.

” HTC has pioneered smart phone industry and will be leading the trend to drive mid-tier price adoption as industry cycle approaches to ramping stage. We are committed to bring down current converged architecture cost to mid-tier price level, yet maintaining device performance and attractive user experiences. ”
— HTC.

[Further reference: HTC Q2 2009 Earnings Conference Call & Webcast Invitation and Presentation — HTC, 31 July 2009; HTC to offer Qualcomm BMP-based handsets, hike adoption of AndroidDigiTimes, 22 July 2009.]

HTC reports robust Q2, warns of weakness in H2

HTC reported a net profit of NT $6.49bn ($198m) in the second quarter of 2009, down 2% year-on-year, on revenue of NT $38.2bn, up 10.34%. The figures were sound, but with some rivals starting to show signs of recovery, fell short of impressive.

The company subsequently provided further details of its quarterly performance, claiming three million units shipped in the quarter (from 2.4 million in Q1, and 2.8 million a year earlier). Over twelve months, HTC shipped 12 million units. It also revealed average selling price (ASP) declining to $358, from $364 in the previous quarter (and $381 a year earlier), and the company suggested that ASP decline could now be a trend.

H2 and FY outlook downgraded — first time…

However, in a subsequent earnings call, HTC went on to warn that full-year revenue is likely to be lower than last year, revising earlier projections of 10% growth, to low- to mid-single digit decline. HTC recorded revenue of NT $152.6bn in 2008.

The company blamed the downgrade (its first ever) on a combination of structural and individual issues.

The structural problem was “OS platform transitional/ramping issues”, relating to both Windows Mobile and Android lines. HTC was far from assured in allocating blame, but suggested WM weakness related to “version transition”, as the market waits on Windows Mobile 6.5.

While HTC was tight-lipped on specifics, it nevertheless left the impression that Android has disappointed recently, possibly due to the pace of wider adoption failing to match strong early-adoption, and HTC’s uprated marketing efforts appear largely targeted at combating this through raised awareness.

The company said sales weakness related to volume, rather than ASPs, and denied suggestions that it is seeing Android competition on price, or that price is holding back adoption of the nascent platform. However, it did admit to possible Android inventory build-up, while also showing uncertainty about details.

The individual issues behind the downgraded financial guidance were delayed product launches (two have shifted from H2 to 2010); weaker-than-anticipated contract (ODM) sales; and under-performance in China. HTC was evasive about the product delays, but did seem to confirm these are technical.

Despite its wobbly guidance, HTC said its gross margin has held up well, and that it intends to improve overall efficiency to maintain this, despite falling ASPs that are inevitable with entry into the mid-market.

The Wall Street Journal cited analysts as saying that HTC is under pressure from top-tier rivals like Motorola and Sony Ericsson bringing Android devices to market, as well as from Apple’s iPhone.

” We are happy to see more adoption on Android platform from peers because it not only proves our vision, but also likely to reshape the mobile OS landscape to favour HTC positioning. We aim to maintain our leadership position on Android platform by delivering the best system performance, proprietary smooth HTC user experience and operator-friendly customization services. ”
— HTC.

HTC now targeting the mid-tier, aims to maintain margins

HTC also confirmed plans to widen its product segmentation, by expanding from the high-end into the mid-market (see separate reports), but the net impact of this new strategy is unclear, since it should raise volume while hurting ASPs.

This move could simply be a reality-check, recognising that ASPs will decline as the market expands, rather than specifically offsetting weakness at the high-end (a development that was denied), and so could recognise that changes in product and pricing mix are inevitable with adoption of Android and market growth.

HTC aims to start generating mid-tier revenue in the second half of 2009, predicting that attractive price-performance ratios driving growth. However, it did not provide any details regarding projected volume or revenue, and the reduced financial forecasts suggest the mid-tier is not expected to be a game-changer for HTC this fiscal year.

” Our momentum in the second half of this year may not be as strong as we initially thought it would be… The number of mid-tier smartphones we’re pushing out this year will gradually increase, which will push down revenue. Momentum on both the Windows Mobile and Android platforms are also turning out to be weaker than expected. ”
–Peter Chou, Chief Executive, HTC.

Other highlights from HTC’s analyst call

  • The company began, in July, to perceive a softness of demand against expectations, leading it to reign in H2 forecasts. Structurally, HTC saw lower demand for both WM and Android lines — while claiming that sell-through remains good for stable product lines. The US market was said to be healthier than expected, with Europe less so.
  • HTC claims to have been “more than successful” with “phase 1” of branding efforts intended to reposition the company and its portfolio away from roots as a contract and original device manufacturer (ODM), although talk of ‘learning’ and uncertainty could indicate a not entirely unmitigated success. The company is now working on phase 2, seemingly fronted by its latest Android initiatives (the Hero device and Sense interface) and sponsorship of a Tour de France cycling team. Marketing spend will be ramped up in Q4, partially explaining a forecast rise in operating expenses, to support a “holistic product rollout strategy, which covers sales, marketing, channel and store front”.

” [The] Primary purpose of [the] “Hero” [device] launch is to unveil HTC [interface] experience “Sense”, we expect [our] present Android portfolio (Magic & Hero) to drive total volume but not Hero along [sic]. We aim to deliver HTC “Sense” [interface] into our Android portfolio with different IDs and price segments going forward. ”
— HTC.

  • HTC considers mobile broadband to be a key current growth driver, and listed the components of a successful device as: interface; support for social-networking services; touch-interface; and multi-tasking (a dig at the iPhone’s omission, perhaps).
  • China was identified as a future strategic driver of growth, within three years, on the back of the country’s 3G deployment. HTC confirmed it has begun “initial engagement” with all three Chinese mobile operators (each of which utilises a different 3G technology). However, real volumes are not expected for some time, and to be later due to slow roll out of 3G infrastructure.
  • Richard Brennan, previously Chief Marketing Officer at Orange, joined HTC’s Office of the Chief Executive, to “act as senior executive for HTC brand and customer experience development”. Hochen Tan, previously Chairman of Chunghwa Telecom (Taiwan’s largest telco), was appointed to HTC’s board.
  • Inventory decline slightly, to NT $4.46bn (from NT $4.64bn in the previous quarter), but provisions increased for inventory and warranties, to NT $2.79bn (NT $2.39bn) and NT 5.28bn (NT $4.84bn) respectively, with the latter items suggesting that recent operational problems have yet to be ironed out. HTC also reported a sharp spike in accounts receivable, to NT $29.83bn (NT $17.56bn), which it blamed on changing customer mix (while maintaining that credit quality remains good).
  • For Q3, HYC predicts single-digit growth in non-ODM (own-brand) unit volumes, and an associated ASP decline of more than 10%. ODM revenue is expected to decline.
  • The company is making efforts to revive its business in Q4, following the downgraded full-year outlook.
  • HTC claims Android devices demonstrably raise operator average revenue per user (ARPU), especially data, and are getting a ‘fair subsidy’ from operators.
  • Cheng Hui-Ming, HTC’s Chief Financial Officer, played down the likelihood of the company buying a larger, broader-based rival, in part due the challenges of integration and fear of destroying HTC’s “culture”.

[Further reference: HTC Q2 2009 Earnings Conference Call & Webcast Invitation and Presentation — HTC, 31 July 2009; HTC Gets Pinched by Competitors Wall Street Journal, 31 July 2009; UPDATE 1-Smartphone firm HTC sees revenue fall on product delay — Reuters, 31 July 2009 ; HTC announced its self-assessed for June 2009 — HTC, 6 July 2009.]

Mid-tier Android device rumoured

It was reported that HTC is readying a low-end Android device, using the codename Click, which may be targeted at emerging markets.

Few details were revealed for Click, the only evidence of which was an image claimed to be of the unit. This showed a fairly standard personal digital assistant form factor, dominated by the touch screen.

[Further reference: HTC Click gets pictured again, this time with better bokehEngadget Mobile, 22 July 2009.]

Next HTC Windows Mobile devices under discussion

HTC’s Windows Mobile smartphone plans were in the spotlight, with two previously undiscussed devices surfacing (Leo and Mega), and a promised update to the TouchFLO interface.

The headline feature of both Leo and Mega is Windows Mobile 6.5 support — devices using this platform have yet to reach the hands of customers. The former was suggested to be an evolution of the existing Touch Diamond2 device, while Mega is a lower tier Touch 3G variant with QVGA resolution screen. The specification of Leo also appears to align with the anticipated Firestone device.

TouchFLO 3D 2.5 is apparently set to debut with Firestone, and includes some features already seen in the HTC Sense interface for HTC’s Android devices. Headline additions include widget support, new assignable shortcuts on the home screen, an improved messaging experience, and a new screen for the vendor’s Footprints application.

[Further reference: HTC’s TouchFLO 3D 2.5 changes described in detailEngadget Mobile, 3 July 2009; More HTC Leo/Mega rumours — wmpoweruser.com, 20 July 2009.]

Google integration to limit Sense upgrade packages

HTC said that, while it is looking to offer an upgrade for its existing Android devices to support its recently-announced Sense user-interface enhancement, this would not be available for devices that are Google-branded, such as T-Mobile International’s G1 and Vodafone Group’s Magic.

It has previously been reported that Android devices would roughly fit into three categories, with differing degrees of “Googleness”. Products featuring Google branding have to include an unmodified version of the Android platform with full Google application support, and modification to support Sense would compromise this.

According to SlashGear, there may still be some logistical issues that will prevent Sense from being made available to existing users, so an upgrade is “by no means definite”.

[Further reference: HTC confirm no Sense upgrade for T-Mobile G1 or Vodafone MagicSlashGear, 26 June 2009.]

T-Mobile confirms G2 Touch (Hero) launch

T-Mobile International confirmed the launch of its Android-powered G2 Touch device for European markets, which it said “makes T-Mobile the only provider to have two cell phone models with this innovative operating system in its handset portfolio”.

Interestingly, the device is a different unit to the myTouch 3G, which has recently been announced by T-Mobile’s USA arm — the tell-tale difference is the integrated camera, which is a five-megapixel unit in the G2, but only 3.2 megapixels in the myTouch 3G. It appears that the G2 is based on HTC’s Hero design, while the myTouch 3G is based on the product generally known as Magic.

It was previously suggested that the device would be called G1 Touch, although it appears that “G2” has been selected to show a clear progression from the first-generation unit.

The G2 Touch features a customisable home screen, with widgets provided to support easy access to popular products and services. It includes HSDPA mobile connectivity, although no reference was made to Wi-Fi or GPS. Also supported is Microsoft’s Exchange ActiveSync technology, to bolster its business credentials through push personal information management support.

In the German market, the device will cost EUR9.95 ($14.19) with two-year contracts for qualifying service plans. T-Mobile UK stated (via Twitter) that it will be available “ASAP”.

  • T-Mobile announced that versions of NAVIGON navigation software will be available for its Android devices, following an earlier alliance between the operator and vendor NAVIGON. A version for Windows Mobile smartphones is already available.

[Further reference: New T-Mobile “G2 Touch” cell phone with Android — T-Mobile Germany, 14 July 2009; T-Mobile G2 Touch = HTC HeroPhandroid, 13 July 2009; Mobile Navigation — high-performance solution from T-Mobile and NAVIGON — T-Mobile Germany, 15 July 2009.]

TABLE OF CONTENTS

2 Smart devices

2 Acer
2 Android
2 Google’s Chrome plans blur Android positioning
2 Android to be sidelined?
3 Android development plans in focus
3 Apple
3 Apple announces sound iPhone sales
4 O2 UK iPhone exclusivity deal in question, again
4 Apple trumpets 1.5 billionth download
5 BenQ
5 Garmin-Asus
5 Comment: Apple’s App Store still looks insignificant, financially
6 High hopes for iPhone in South Korean market
6 Chinese approval process underway for iPhone
7 AT&T
7 AT&T numbers show iPhone dominance, dependence
8 China Mobile
8 China Mobile’s OMS available to developers; 2G-only
8 Dell
8 More Dell device rumours surface
9 HTC
9 HTC to increase Android activities; BREW for mid-tier
10 Intel
10 BREW to take HTC into mid-tier
10 HTC reports robust Q2, warns of weakness in H2
10 H2 and FY outlook downgraded — first time…
11 HTC now targeting the mid-tier, aims to maintain margins
11 Other highlights from HTC’s analyst call
13 Mid-tier Android device rumoured
13 Next HTC Windows Mobile devices under discussion
13 Google integration to limit Sense upgrade packages
14 T-Mobile confirms G2 Touch (Hero) launch
15 LG Electronics
15 LG Electronics reports sound quarter; third in market
15 LG aiming for Samsung’s scalp
15 Next LG WM smartphone passes through US approvals
16 Motorola
16 Motorola reports poor Q2; better than SE
16 Motorola names former Samsung exec as marketing head
17 NEC
17 NEC eyeing return to international markets
18 Nokia
18 Nokia numbers show sign of bounce
18 Changing smartphone balance — comment
19 Looking forward
19 Conference call highlights
19 Nokia plays down Android device rumours
20 AT&T/Nokia Surge
20 NTT DoCoMo
20 AT&T debuts social-networking S60 device
20 International availability
21 Nokia to offload Symbian Professional Services unit
21 O2
21 O2 linked with Pantech dual-slider smartphone
21 Palm
22 Palm Pre
22 Qualcomm
22 Palm confirms Telefónica O2 Pre availability
22 Apple puts an end to Pre/iTunes sync; Palm hits back
23 Research In Motion
23 BlackBerry 8520
23 Entry-level Curve unveiled; UK and US launch confirmed
23 Thai launch mooted
23 Wider BlackBerry App World rollout reported
24 BlackBerry App World positive, but not perfect
24 RIM claims Nortel actions preventing asset bid
25 Samsung
25 Samsung strong in second quarter
25 Samsung’s Android device for T-Mobile USA reported
26 Sony Ericsson
26 WiMAX MID launched in US
26 Sony Ericsson
26 Sony Ericsson reports another poor quarter
27 SE Android device detailed — codename Rachael
27 Another sighting of possible Xperia update
28 TechFaith
28 Sprint
28 Sprint to “embrace” Wi-Fi in smartphones
28 Symbian Foundation
28 Symbian Foundation previews Horizon app play
29 Symbian Foundation opens Japanese office
30 Toshiba
30 Toshiba TG01
30 Orange shares spoils with Toshiba TG01 launch
30 CDMA TG01 in pipeline
30 ZTE
31 Verizon Wireless
31 Verizon agrees six-month exclusivity cap

32 Mobile Value-added services

32 Advertising
32 Blyk re-focus complete; no more MVNO — reports
33 Applications
33 3 adds advertising to mobile broadband service
33 Verizon’s application plans in spotlight
34 LG takes app store into beta
35 Broadcast
35 SA regulator criticised over mobile TV delays
35 Big numbers, but profits elusive for mobile TV in Korea
36 Negatives reported for Chinese mobile broadcast market
36 Poland moving closer to mobile TV launch
37 Enterprise
37 Enablers
37 Spanish operators deploy interoperable barcode platform
37 Etisalat accused of BlackBerry “snoop”
38 AT&T launches new LBS for businesses
38 Xora GPS Locator
38 TeleNav Track LITE
39 Location-based services
39 Telstra launches Microsoft-powered enterprise package
39 Location-based services
39 Vodafone picks Tele Atlas as LBS partner
40 m-commerce
40 LBS market to double in size in 2009 — Gartner
41 Citi, Vodafone partner for Indian NFC trial
41 Polish m-commerce platform may debut during 2009
41 DoCoMo initiates mobile remittance service
42 Mobilink launches financial services in Pakistan
42 Smartphone growth key to mobile banking uptake
43 170m to make P2P money transactions in 2011 — ABI
43 M2M
43 Vodafone debuts global M2M platform
44 Messaging
44 Nawras introduces value-added SMS services
44 Multimedia
44 América Móvil picks Nokia for mobile email
44 M1 to launch Nokia Messaging in Singapore
44 StarHub targets immigrants with mobile TV services
45 Music
45 Orange UK latest to join DRM-free music rush
45 China Mobile to centralise music operations
46 Portals
46 Telefónica and OnMobile sign LatAm VAS deal
46 Verizon-Microsoft search deal goes live
46 Vodafone CR picks Nostromo to manage content store
47 Vodafone to drop live! brand for mobile internet services
47 MMA updates US operator content guidelines
48 Social networking
48 O2 rounds out social-networking trio with Twitter deal
48 Voice services
48 SpinVox under fire over message security
49 Operator content deals
49 Operator technology deals

50 Markets and trends

50 Mobile VAS
50 Smart devices
50 EU scraps “smartphone tax” plans — report
50 “Rich Communication Suite” services launch in Korea
51 “Wi-Fi challenge” taking toll on mobile content revenue
52 Mobile media industry set for regulatory ramp-up
52 DoCoMo makes $45.5m PacketVideo investment

53 Index

INDEX

Symbols
3, 17
– Austria, 33
– UK, 18, 33
A
ABI Research, 43
Accenture, 21
Acer, 2
– A1, 2
– C1/E1, 2
– F1, 2
– L1, 2
AirSage, 39
America Movil, 44
Apple, 3, 4, 5, 6, 7, 8, 9, 11, 18, 22, 24, 29, 33, 34
– App Store, 5
– iPhone, 3, 4, 5, 6, 7, 8, 11, 12, 22, 28, 34, 48
– iPhone 3GS, 3, 4, 6, 7
– iTunes, 5, 22
ARM, 2
ASA, UK, 52
AT&T, 7, 15, 20, 21, 29, 38, 47, 49
– MEdia, 29
– Surge, 20, 22
– Video Share, 20
Avaya, 24
B
Bango, 51
BBC, 3, 47, 48
Bebo, 48
BenQ, 5
– MID S6, 5
Blue Systems, 46, 49
Blyk, 32
Bytemobile, 49
C
Cellcom, 49
cellity, 48
China Mobile, 3, 8, 34, 45, 49
– OMS, 8
– Ophone, 8
China Telecom, 30, 47
China Telecommunications Technology Labs, 6, 8
China Unicom, 6, 8, 30
Chunghwa Telecom, 12
Citigroup, 40, 41
– Citibank, 42
Clearwire, 26
Compal Communications, 2
comScore, 42
Comverse Technology, 49
CSL, Hong Kong, 46, 49
D
Dell, 8
Dopod, 8
DTAC, Thailand, 23
du, UAE, 44
E
eBay, 47
– PayPal, 24
eBuddy, 33
EMI, 45
Ericsson, 24, 26, 27, 34
Essel Group
– Zee TV, 44
Etisalat, UAE, 37
European Union, 50
F
Facebook, 3, 23, 47, 48
Far EasTone, 5
FCC, US, 15, 25, 30
Foxconn International, 3, 6, 8
France Télécom
– Orange, 4, 15, 12, 18, 22, 30, 32, 37, 45
Frost & Sullivan, 39
Fujitsu, 17, 29
G
Garmin-Asus, 5
– nuvifone, 5
– nuvifone G60, 5
– nuvifone M20, 5
Gartner, 40
GetJar, 33
Google, 2, 3, 5, 9, 13, 19, 33, 34, 38, 47
– Android Market, 33, 34
– Android (see also Open Handset Alliance), 5, 10, 11, 12
– Chrome OS, 2, 3
– Google Maps, 38
– YouTube, 47
GSM Association, 5, 50
H
Hisense, 8
HTC, 9, 10, 11, 12, 13, 14, 18, 27
– Click, 13
– Dream, 3, 13, 14
– Executives
– Chou , Peter, 11
– Firestone, 13
– Hero, 14
– HTC Sense, 13
– Leo, 13
– Magic, 9, 13, 14
– Mega, 13
– Sapphire, 9
– Touch Diamond, 13
– TouchFLO, 10, 13
– Whitestone, 9
I
ICASA, South Africa, 35
INFO-TV-FM, 36
Intel, 5, 10
– Wind River Systems, 10
Inventec Appliances, 2
K
Korea Fair Trade Commission, 22
KRRiT, Poland, 36
KT, 6, 50
L
Lenovo Mobile, 8
LG Electronics, 2, 8, 9, 15, 20, 25, 31, 34, 50
– Chocolate, 15
– Cookie, 15
– GM730, 15
– GW600, 15
LG-Nortel, 2
LG Telecom, 50
LiMo Foundation
– LiMo Platform, 17
M
M1, Singapore, 44
Marvell Technology, 8
MasterCard Worldwide, 41
Microsoft, 5, 9, 14, 33, 34, 39, 46
– ActiveSync, 14, 21
– Danger
– Sidekick, 20
– Windows, 10, 11
– Windows Marketplace for Mobile, 34
– Windows Mobile, 2, 5, 6, 9, 10, 11, 13, 14, 15, 21, 25, 26, 27, 29, 30, 34, 39
– Windows Mobile 6.1, 21, 25, 26
– Windows Mobile 6.5, 10, 13
Mobile Entertainment Forum, 52
Mobile Marketing Association, 47, 50
Mobile Money Ventures, 40
Mobilink, Pakistan, 42
MOKO.mobi, 49
Motorola, 8, 11, 16, 20, 38
– ROKR ZN50, 16
MultiChoice, South Africa, 35
MySpace, 23, 47
N
NAVIGON, 14
Nawras, Oman, 44
NEC, 17
News Corp
– MySpace, 23, 47
NextWave Wireless
– PacketVideo, 52
Nokia, 5, 6, 9, 15, 18, 19, 20, 21, 22, 24, 25, 29, 33, 34, 39, 41, 44, 46, 48
– 5800 XpressMusic, 19
– Eseries, 18
– Maemo, 19
– N86 8MP, 18
– N97, 18, 19
– NAVTEQ, 18
– Nokia Messaging, 44
– Nseries, 18, 19
– Ovi, 29, 34, 46
– Ovi Store, 29, 34
– S60, 20, 48
– Surge/6760 slide, 20, 22
– Vertu, 15
Nokia Siemens Networks, 24
Nortel, 2, 24
Nostromo ICT, 46, 49
NTT DoCoMo, 20, 29, 30, 41, 47, 52
– SH-08A, 20
O
Ofcom, UK, 52
Office of Fair Trading, UK, 52
OnMobile, 46
Open Handset Alliance
– Android, 2, 3, 5, 8, 9, 10, 11, 12, 13, 14, 16, 19, 25, 27, 29, 33, 34, 48
Opera Software
– Opera Mini, 33
Orange Group, 4, 15, 18, 22, 30, 32, 37, 45
– Orange Music Store, 45
– UK, 4, 15, 18, 32, 45
Orascom Telecom, 42
P
Palm, 9, 21, 22, 28, 31, 34
– Palm Pre, 21, 22
– Treo 800w, 21
– webOS, 21, 34
Panasonic, 17
Pantech, 21
– Matrix Pro, 21
PhonepayPlus, 52
Pocket Life, 48
Q
Qualcomm, 10, 22, 27, 33, 35
– BREW, 9, 10, 33
– Plaza, 33
R
Regions
– Americas, 16, 25, 33, 44, 46
– Brazil, 23
– Canada, 23, 24
– North America, 25, 28, 33, 40
– US, 5, 9, 11, 14, 15, 18, 21, 23, 25, 26, 28, 30, 31, 35, 39, 47, 49
– APAC, 3, 5, 28, 34
– Australia, 39
– China, 3, 4, 6, 8, 11, 12, 25, 28, 30, 34, 36, 45, 47, 49
– Hong Kong, 5, 40, 46, 49
– India, 23, 33, 41, 46
– Indonesia, 44
– Japan, 6, 17, 29, 30, 41, 47
– Korea, 6, 22, 24, 35, 50
– Malaysia, 5
– New Zealand, 9
– Pakistan, 42
– Philippines, 40, 48
– Singapore, 5, 40, 44, 49
– South Korea, 6, 15, 16, 22, 24, 35, 50
– Taiwan, 5, 12
– Thailand, 5
– EMEA
– Africa, 35
– Austria, 26
– Belgium, 26
– Czech Republic, 49
– Europe, 11
– France, 12, 22, 23, 26, 30
– Germany, 4, 14, 22, 23, 26, 30, 44
– Ireland, 22, 37
– Israel, 49
– Italy, 22, 23
– Middle East, 8
– Netherlands, 26, 32
– Poland, 36, 41
– Portugal, 46
– Romania, 30
– Russia, 39
– South Africa, 35, 48
– Spain, 22, 23, 37
– Switzerland, 26, 30
– UAE, 37, 44
– UK, 4, 15, 19, 22, 23, 28, 30, 32, 33, 34, 47, 48, 52
Research In Motion, 5, 6, 9, 15, 23, 24, 31, 33, 34, 37, 38
– BlackBerry, 15, 23, 24, 28, 29, 31, 33, 37, 38, 45, 48
– BlackBerry App World, 23, 24, 33
– BlackBerry Bold, 38
– BlackBerry Curve, 23
– BlackBerry Curve 8520, 23
– BlackBerry Pearl, 15
– BlackBerry Storm, 24, 31
– BlackBerry Tour, 28
Rural Cellular Association, US, 31
S
Samsung, 8, 9, 15, 16, 18, 20, 25, 26, 29, 31
– Jet, 25
– Mondi, 26
– Omnia, 25
– Omnia II (I8000), 25
– S9110, 25
– SGH-T939, 25
– TouchWiz, 25
Scanbuy, 37
Shanghai Media Group, 47
Sharp, 17, 20, 29
– SH-08A, 20
SK Telecom, 6, 24, 40, 50
SoftBank, 34, 46, 47
– SoftBank Mobile, 34, 46
Sony Ericsson, 6, 9, 11, 16, 26, 27, 29, 34
– PlayNow, 34
– Rachael, 27
– Xperia, 27
SpinVox, 48
Sprint, 3, 21, 28, 30, 31, 47
StarHub, Singapore, 44, 49
Strategy Analytics, 15, 21, 24, 34
Symbian Foundation, 5, 9, 19, 20, 21, 28, 29, 34, 48
– Symbian OS, 9, 19, 20, 21, 28, 29, 34, 48
T
TCL, 8
TDC, 45
TechFaith Wireless, 28
– G6, 28
Technology
– 3G, 12
– Android, 2, 3, 8, 9, 10, 13, 14, 16, 19, 25, 27, 29, 33, 34, 48
– ARM, 2
– BREW, 9, 10, 33
– CMMB, 36
– DMB, 16, 35
– DRM, 45
– DVB-H, 36
– EDGE, 8, 23
– FLO, 35
– GPS, 14, 15, 20, 21, 38, 40, 50
– HSPA, 5, 14, 16, 21
– IM, 20
– Java, 2, 34
– Linux, 5, 10, 17, 19, 29
– LTE, 24
M2M, 43
– NFC, 41
– Symbian OS, 9, 19, 20, 21, 28, 29, 34, 48
– TD-SCDMA, 8
– Widgets, 14
– Wi-Fi, 5, 6, 14, 15, 20, 21, 23, 24, 26, 28, 51
– WiMAX, 26
– Windows Mobile, 2, 5, 6, 9, 10, 13, 14, 15, 21, 25, 26, 27, 29, 30, 34, 39
– x86, 2
Tele Atlas, 39
Telefonica, 22, 30, 37, 46, 48
– Movistar Chile, 48
– O2, 4, 21, 22, 30, 34, 37, 48
– Xda Venn, 21
– O2 Germany, 30
– O2 Ireland, 37
– O2 UK, 4, 21, 30, 34, 48
TeleNav, 38
Telstra, 39, 48
The Carphone Warehouse, 18
T-Mobile International, 4, 9, 13, 14, 20, 23, 25, 44, 47
– G1, 3, 13, 14
– G2 Touch, 14
– Germany, 14, 44
– myTouch 3G, 9, 14
– SGH-T939/Behold2, 25
– Sidekick, 20
– UK, 4, 14
– USA, 9, 20, 23, 25, 47
Toshiba, 30
– TG01, 30
TU Media, 35
Twitter, 14, 47, 48
U
UKE, Poland, 36
Universal Music, 45
USB Implementers Forum, 22
V
Verizon Wireless, 3, 9, 21, 24, 25, 30, 31, 33, 34, 39, 45, 46, 47, 49
– Alltel Wireless, US, 48, 49
– V CAST, 45
Visto, 23
ViVOtech, 41
Vodacom, 48
Vodafone Group, 4, 9, 13, 18, 22, 23, 24, 32, 34, 37, 39, 41, 43, 46, 47, 48, 49
– Australia, 48
– Czech Republic, 46, 49
– India, 41
– live!, 46
– Magic, 9, 13, 14
– Netherlands, 32
– New Zealand, 9
– Portugal, 46
– Spain, 37, 48
– UK, 4, 18, 48
– Vodafone live!, 47
Volkswagen, 37
W
WiFi Alliance, 25
Wikipedia, 28
X
Xora, 38
Y
Yahoo!, 9, 46
– Japan, 46
YouTube, 47
Yulong Coolpad, 8
Z
ZTE, 8, 30