China Authorizes 4th Mobile Operator

China has authorized a fourth mobile operator , allowing state-owned China Broadcasting Network–which was created in 2014 to consolidate cable TV and broadcast operations in China–to enter the mobile services market. Two angles are noteworthy. First, CBN marks the entry of the cable TV industry in China into the mobility business. Second, the move illustrates a continuing divide among communications regulatory authorities about the “best” market structure for mobile communications. Given a choice, most seem to believe “four” providers a better structure (at least in terms of competition) than “three.” French regulators are foremost among proponents of a “three supplier” structure, largely to bolster the climate for more-robust investment

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China Authorizes 4th Mobile Operator

Half the World Colocation Market Exists in Just 15 Cities

Just five metro areas account for 27 percent of worldwide retail and wholesale colocation revenues, according to researchers at Synergy Research. The top five metros include New York, London, Washington, Tokyo and Silicon Valley. The next 10 largest metro markets account for another 25 percent of the worldwide market. So half the world market exists in just 15 cities.

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Half the World Colocation Market Exists in Just 15 Cities

Mobile Remittances in China Surge

According to WeChat, owned by digital media business Tencent, 420 million people sent each other lucky money using the app’s payment service on the eve of Chinese New Year. According to WeChat, it has seen a total of 8.08 billion red envelopes sent so far for Chinese New Year, eight times more than last year. To put this into context, according to PayPal it made 4.9 billion transactions in 2015 (half of the number of transactions made on WeChat just for Chinese New Year) and only 28 per cent were made on a mobile device. As in African markets, mobile  remittances have been highly successful because they replace existing methods of money transfer and payment that are costly and time-consuming. That will be a factor in U.S

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Mobile Remittances in China Surge

Cisco, HP Enterprise top Ethernet switch revenue as market passes $6B in Q4 2015

Driven by strong demand in North America and China, Ethernet switch revenue jumped 5 percent sequentially in the fourth quarter of 2015, surpassing what IHS Research said was $6 billion in quarterly revenue for “the first time ever” and reaching $22.6 billion for the entire year.

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Cisco, HP Enterprise top Ethernet switch revenue as market passes $6B in Q4 2015

Games Represent 85% of Mobile App Revenue

Games generated approximately 85 percent of app market revenue in 2015, representing a total of $34.8 billion across the globe, says App Annie. “We expect the games category to grow to $41.5 billion in 2016 and $74.6 billion in 2020 thanks to strong monetization in mature markets, especially China’s tier-one and tier-two cities, as well as Japan and South Korea,” App Annie says. Revenue from other apps is expected to grow even faster, from $6.3 billion in 2015 to $9.4 billion in 2016 to $26.4 billion in 2020, principally on the strength of subscription-based revenue models. Music streaming, video streaming and dating apps have become major revenue drivers in these markets, says App Annie

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Games Represent 85% of Mobile App Revenue

Global Startup Competition Offers Funding for 18 Winners

Early stage startups are encouraged to apply now for a chance to get funding from the newly formed Global Innovator Fund, which is sponsoring a competition that will award 18 winners a share in $1 million in funding from the fund’s limited partners including Cheetah Mobile and Sequoia Capital. All startups accepted into G-Startup Worldwide receive the opportunity to pitch their company for funding. Each local G-Startup victor will receive a $50,000 investment prize, while second place will receive $20,000. The nine local G-Startup winners will pitch one final time at GMIC Silicon Valley, with the overall champion receiving an added $250,000 and the runner-up receiving an added $120,000.

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Global Startup Competition Offers Funding for 18 Winners

Paradoxically, Higher Capex is a Negative Unless Big New Revenue Streams are Created

Paradoxically, heavy capital investment in telecom networks often is considered to be a negative in financial markets, even if such investment results in higher consumer welfare and an arguably better long-term strategic position. So it is mildly surprising to hear Globe Telecom touting aggressive spending to improve services in the Philippines. Some might argue that is the only way Globe, and others, can prosper, long term. Still, it is somewhat uncharacteristic to hear Globe touting a boost in its capital-to-revenue ratio up to 28 percent in 2015, after climbing to 27 percent in 2014

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Paradoxically, Higher Capex is a Negative Unless Big New Revenue Streams are Created

Netflix Hits Firewall in Indonesia

Apparently China isn’t the only major market left where Netflix will have to do some work to get off the ground. Indonesia’s dominant provider PT Telkom has apparently blocked access to the OTT provider’s video offerings as of Wednesday morning. … [ visit site to read more ]

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Netflix Hits Firewall in Indonesia

OTT Could Claim 39% of U.S. Telecom Ecosystem Revenue by 2020; 21% in China; 12% in India

Over the top applications are going to keep taking a greater share of telecom ecosystem revenue, between now and 2020. That will be true in the United States, China and India, for example. In the U.S. market, for example, OTT revenue might hit 39 percent of total ecosystem revenues by 2020, with telecom services representing 40 percent of ecosystem revenues, while device revenues (sold through all channels) account for 22 percent of ecosystem revenues.

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OTT Could Claim 39% of U.S. Telecom Ecosystem Revenue by 2020; 21% in China; 12% in India

Netflix 2016: think global, worry about local later

This article was authored by John C. Tanner, and was originally posted on  telecomasia.net . One of the biggest announcements at this year’s CES – apart from all the virtual reality gubbins – was Netflix’s launch of a new global player that effectively makes the service available in every country on Earth except China, North Korea, Syria, and … [ visit site to read more ]

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Netflix 2016: think global, worry about local later

U.S. Internet Access Costs 0.4% of Gross National Income Per Capita

International comparisons always are difficult. National domestic product or income, currency exchange rates, population size, country size, household size and size of rural population all make a difference. In the developed world overall, Internet access costs about 1.7 percent of gross national income per capita, according tot he International Telecommunications Union. On that score, U.S. Internet access costs 0.4 percent of GNI per capita, about third best in the world.

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U.S. Internet Access Costs 0.4% of Gross National Income Per Capita

Thursday Roundup: ChinaCache, Equinix, BroadSoft, 8×8

A quick roundup of a few recent news items: Following up on last week’s announcement of an internet exchange in mainland China, ChinaCache has revealed that it will be selling off a majority interest in the entity that will be owning and operating both that … [ visit site to read more ]

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Thursday Roundup: ChinaCache, Equinix, BroadSoft, 8×8

AMS-IX Teams Up With ChinaCache For Mainland IX

AMS-IX has found another new market to export its internet exchange model to, and it’s kind of a potentially big one. They’ve entered into a strategic agreement with ChinaCache through which what is being billed as the first IX in mainland China will be built and operated. …

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AMS-IX Teams Up With ChinaCache For Mainland IX

China’s CSPT, TE Subcom Plan Pacific Light Cable Network

In an announcement last week , another transpacific submarine cable rather quietly entered the picture.  China Soft Power Technology said it has entered into a non-binding memorandum of understanding with TE Subcom in connection to the Pacific Light Cable Networks. … [ visit site to read more ]

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China’s CSPT, TE Subcom Plan Pacific Light Cable Network

Video Streaming Grows 100% to 300% in a Year

You probably would not be surprised to learn that use of Internet-based video streaming apps are growing. You wouldn’t be surprised to learn that revenue also is growing. But you might be surprised to learn that the leading video streaming  apps in China, the United Kingdom and the United States are largely different. With the exception of YouTube and Netflix in the United States and United Kingdom, the top 10 video streaming apps in China, U.K

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Video Streaming Grows 100% to 300% in a Year

Video Cord Cutting Still Muted, Survey Finds

With an important caveat–that disruptive changes in markets tend to build for long periods of time before erupting–a study sponsored by Rovi Corporation suggests the actual degree of video entertainment service “cord cutting” remains muted. The study of consumers across North America, Europe and Asia found only  three percent of global viewers had actually done so, despite the fact that 57 percent of all respondents had given cord cutting either “a lot of” thought or “some” thought. The greatest amount of cord cutting , though, is happening in the U.S. market, where seven percent of survey respondents had done so

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Video Cord Cutting Still Muted, Survey Finds

Getting Spectrum Policy Right is Crucial, Juniper Research Says

Getting spectrum issues right will be a critical factor in the success of 5G, argues analyst Nitin Bhas of Juniper Research. “It is critical to 5G’s success that the most feasible and appropriate spectrum bands are assigned, not only to support existing high bandwidth and capacity requirements, but also the wide ranging devices and applications contributing towards the Internet of Everything”, Bhas said. For many, the most shocking attributes of 5G will include the low latency, high bandwidth and extremely high frequencies.

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Getting Spectrum Policy Right is Crucial, Juniper Research Says

Online video in China is a mostly a desktop play (for now)

This article was authored by John Tanner, and was originally posted on  telecomasia.net . ITEM: Internet users in China watch an awful lot of online video – but they’re more likely to be watching on PCs and laptops than smartphones. At least for now. ..

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Online video in China is a mostly a desktop play (for now)

China Mobile, China Telecom Revenue Growth Slows, Profits Dip

Maturing markets now are a growing problem for China’s mobile operators. Mobile revenue growth has slowed and profits are negative, even as subscribers are added, at China Mobile and China Telecom, in the first half of 2015. In part, that is because China Mobile is investing heavily in the Long Term Evolution network.

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China Mobile, China Telecom Revenue Growth Slows, Profits Dip

China’s Smartphone Market is Saturated

Global smartphone sales grew at the slowest growth rate since 2013 in the second quarter of 2015, according to Gartner. Worldwide sales of smartphones to end users totaled 330 million units, an increase of 13.5 percent over the same period in 2014. Emerging Asia/Pacific (excluding China), Eastern Europe and Middle East and Africa were the fastest-growing regions. But smartphone sales in China fell for the first time year over year, recording a four percent decline.

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China’s Smartphone Market is Saturated

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