télécommunications



Juniper Research Forecasts 400M M2M devices by 2017

A new report from Juniper Research has found that the Telematics and Consumer Electronics sectors are rapidly becoming the two fastest growing industries for the M2M (Machine to Machine) market, challenging the position of smart metering.  The report forecasts that the market for M2M and embedded devices will reach 400 million by the end of 2017, up from a little over 110 million at present.

The eReader has enhanced the prospects of embedded devices in the consumer electronics industry.   The promise of increased driver efficiency and cost management will drive the success in telematics: “The automotive market is potentially easier to address than other sectors as it contains fewer players,” adds Anthony Cox, Associate Analyst at Juniper Research and the report’s author.

Main findings and Forecast by Juniper Research

It appears that almost all Mobile Network Operators have now embraced M2M as an industry sector, tailoring services and approaches to the industry.  APIs (Application Programming Interface) from M2M specialists are becoming increasingly sophisticated with tailored solutions for individual M2M customers now common.

Hardware manufacturers are providing increased support for their products including API and industry -specific modules. 4G chipsets, while shipping in very low volumes at present, will find their market in the automotive industry and specific applications such as live video monitoring.

The report also finds that the price of M2M modules will continue to reduce, particularly for 3G modules, as automotive and consumer electronics use-cases require improved bandwidth and latency, and as 2G infrastructure is retired in some markets.

The report includes an analysis of the current state of play in the Embedded Mobile and M2M market and contains five year forecasts for M2M devices, service revenues, connectivity enablement revenues and the value of the hardware market.

Louis Rhéaume

Infocom Analysis

louis@infocomintelligence.com

Twitter: @InfocomAnalysis

 



New research evaluates Canadian wireless services as “competitive” compared to rest of the world

According to recent study by Dr. Yves Rabeau, Associate Professor at ESG-UQÀM and researcher at the independent Montreal Economic Institute, the Canadian wireless services are competitive if we compared to the rest of the world.  Thus, prices are mostly “fair” and new technologies are widely available in Canada.

Some analysts, like Seaboard Group have severely criticized the “high pricing” of wireless services and its “anti-competitive” nature in Canada.  Some recommend more regulations to reduce prices, raise transmission capacities and improve the quality of the service.

A new research note by Dr. Rabeau argues that Canadian consumers are no so disadvantaged, if compared to OECD (Organization for Economic Co-operation and Development) countries.  From an OECD report, the researcher suggests that prices are lower than in USA, but higher than the average of OECD countries.

Dr. Rabeau relies on a report by Wall Communications, requested by the CTRC to show that prices are comparable in major urban cities in Canada versus the rest of the world.  Thus, prices are comparable in Canada and Boston, Kansas City and Seattle.  They are higher in Canada than London, Sydney, Paris and Tokyo.

Roaming fees for the downloading of 20 Megabytes (for 20 times) in Canada is the seven most competitive in the 34 OECD countries.  Canada is the fifth most competitive country in the OECD for the highest package available (most calls and texts).  In four scenarios on six, Canada pricing was better than the USA.

According to Dr. Rabeau: “When evaluating the wireless industry, one has to take into account many variables, in order to provide a global perspective. Someone has to be careful not using just one statistic and make generalizations. On a global perspective, Canada is fairly competitive compared to developed countries around the world, in term of pricing, technology available and the speed of networks”.

Dr. Rabeau is questioning the capacity of the Canadian market to keep many competitors for a relatively small population.  Some new entrants may need to merge in order to survive.

Thus, the research provides a positive portrait of the Canadian wireless sector.  However, the international comparisons were mainly for high premium packages.  For low end packages, the Canadian market is less competitive.

In the 2009 OECD report, Canada had the lowest penetration of wireless at 71 per 100 capita.  The average of the OECD is 103 subscriptions per 100 capita.  In the same report, Canada was the second country in the OECD with the highest average mobile revenues per subscriber (ARPU). The penetration rate of high speed mobile services is at 39.7% in Canada, at the 24th rank on 34 in the OECD.

The report of Dr. Rabeau concludes that the technology available in Canada is not late and we are the third country (after South Korea and France) that downloads and send the most data on the Internet.

Louis Rhéaume

Infocom Analysis

louis@infocomintelligence.com

Twitter: @InfocomAnalysis

“Canadians Consuming More Digital Media – but Not at the Expense of Traditional Media” is available on Techvibes

http://www.techvibes.com/blog/canadians-consuming-more-digital-media-but-not-at-the-expense-of-traditional-media-2012-09-07

Louis Rhéaume

Infocom Analysis

louis@infocomintelligence.com

Twitter: @InfocomAnalysis

“Mobile Payments to Reach $1.3 Trillion Annually by 2017, Study Says” is available on Techvibes

http://www.techvibes.com/blog/mobile-payments-to-reach-13-trillion-annually-by-2017-study-says-2012-08-22

Louis Rhéaume

Infocom Analysis

louis@infocomintelligence.com

Twitter: @InfocomAnalysis

3 best tablets according to Protegez-Vous / Les 3 meilleurs choix de tablettes selon Protégez-Vous

The 3 best choices for tablets according to Protegez-Vous are:

(Trois des produits testés par Protégez-Vous méritent la mention «meilleur choix»):

– new iPad from Apple (iPad 3),

-Transformer Pad from Asus and

– Galaxy Tab 10.1 from Samsung.

Louis Rhéaume

Infocom Analysis

louis@infocomintelligence.com

Twitter: @InfocomAnalysis

 

Canadian ICT Real GDP for Q1-2012: moderate growth in services and decline in manufacturing

Industry Canada has just published their latest report on ICT real GDP: Quarterly Monitor of the Canadian ICT Sector for the First Quarter of 2012. The Quarterly Monitor reports on growth rates in output (GDP), manufacturing shipments, employment and exports for the Canadian ICT sector and its main industries, using the most up-to-date indicators available. The main results are:

 

–        Canada’s ICT sector GDP fell 0.1% this quarter. Output in the manufacturing industries dropped by 2.3%, while output in the services industries increased by 0.3%.

 

–        ICT manufacturing shipments rebounded slightly by 0.3% after two consecutive quarters of decline. The recovery was mainly attributed to a sharp increase in shipments of electronic components.

 

–        The number of employees in the ICT sector fell for a second consecutive quarter, down 0.5%. Employment in the ICT manufacturing and services industries declined by 0.2% and 0.5%, respectively.

 

–        ICT goods exports dropped for a second quarter in a row (-1.6%). This quarter’s decline was primarily led by a sharp decrease in exports of computer and peripheral equipment (-9.2%) and communications equipment (-5.3%).

 

–        ICT goods exports to the Asia Pacific (2.5%) and US (2.2%) increased this quarter. Meanwhile, exports to the EU-25 and other remaining countries decreased by 11.5% and 11.6%, respectively.

ICT manufacturing GDP fell by 2.3% in the first quarter of 2012 and has been trending down since the second quarter of 2011. Output level in the first quarter of 2012 was about the same as in the second quarter of 2008 (pre–recession). Total Canadian manufacturing GDP is following a different trend with a third consecutive quarter of growth, up 0.6% this quarter. However, total Canadian manufacturing GDP is still at a lower level than before the recession.

ICT services* GDP increased by 0.3% this quarter, a slower pace than growth in the total Canadian services GDP (0.5%). Both ICT services and total Canadian services GDP have been growing moderately over the past four quarters, up 1.4% and 1.5% respectively.

The following chart enumerates the differences between the growth of the  ICT Services sector and the decline for the ICT Manufacturing sector.

 

Wholesaling GDP decreased by 0.6% this quarter. Excluding wholesaling, ICT services output grew by 0.4%. However, over the past four quarters ICT services output growth was brought up by wholesaling, 5.5% including it compared to 3.8% if excluded.

Real GDP increased in all four key ICT services industries this quarter. The computer systems design services industry increased the most (0.9%), followed by the data processing (0.4%), software publishers (0.2%), and telecommunications (0.1%) services industries. Output in the computer systems design industry has trended upwards steadily since late 2009. While output in the software publishing, data processing, and telecommunications services industries trended downwards in 2011, all three industries rebounded this quarter. The chart below provides a breakdown of the ICT Services sector.

 

Louis Rhéaume

Infocom Analysis

louis@infocomintelligence.com

Twitter: @InfocomAnalysis

Send free fax via Internet without a fax or receive free fax in your email

The service exists since few years but few people know this.  You can send a free fax document without a fax via Internet with some providers such as http://www.freepopfax.com/

Thus, you can send a message, or an online document via Free Pop Fax.  You can also scan a document and send the digital version through Free Pop Fax.   It is very useful when you don’t have a fixed line anymore like me and you don’t have a fax.

You can receive free fax in your email with www.efax.com

 

Louis Rhéaume

Infocom Intelligence

louis@infocomintelligence.com

Twitter: @InfocomAnalysis.

 

New chapter of a book on technology business models now available

Our new chapter on the redefinition of technology business models is available online at Nova Science Publishers.

https://www.novapublishers.com/catalog/product_info.php?products_id=25245

Notre nouveau chapitre sur les modèles d’affaires en technologie est maintenant disponible en ligne.

 

Rethinking North American Telephony Business Models in the Age of Turbulence 

By : Louis Rhéaume, TELUQ and Infocom Intelligence; Dr. Yves Rabeau, UQÀM

Date, June 2012

Abstract.

Since the mid-90’s the telecom industry went into a period of sustained disruptive innovations which combined with deregulation led to a lot of turbulence and a sometimes difficult redefinition of business models. A true Schumpeterian wave of innovation enhanced by competition leads to creation of wealth as an unprecedented investment boom occurred in telecommunications sustained by overly optimistic and sometimes fraudulent forecasts of Internet traffic. But it also led to wealth destruction when the financial bubble ended in a stock markets crash in 2000, whereas several telecom companies went bust weakened by debts, substantial overcapacity and a loss of market power. It then became clear that traffic growth did not translate necessarily into revenue growth. As overcapacity eased in the 2000’s and telecom companies painfully restructured, the wave of innovation went on. Particularly, VoIP definitely made long-distance wireline service and dial-up ISP commodities. The telephony industry is moving from a transport sector toward a service sector as information technologies are at the heart of all business models in the world economy.

Louis Rhéaume

Infocom Intelligence

louis@infocomintelligence.com

Twitter: @InfocomAnalysis

Our new article “Mobile Service in Canada: Overpriced and Anti-Competitive [Study]” is available on Techvibes

http://www.techvibes.com/blog/mobile-service-in-canada-overpriced-and-anti-competitive-study-2012-04-24

 

Louis Rhéaume

Infocom Intelligence

louis@infocomintelligence.com

Twitter: @InfocomAnalysis

 

New article on Seeking Alpha: BCE relies again on a convergence strategy

[Published originally on SATURDAY, MARCH 17, 2012]

Our new article is available on Seeking Alpha: “BCE relies again on a convergence strategy”.

http://seekingalpha.com/article/440281-bce-relies-again-on-a-convergence-strategy

Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis

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