Mobile Industry Structure and Players

Potential LTE new entrants may be buoyed by the success of EMOBILE in Japan. EMOBILE has demonstrated the viability of a new entrant pursuing a data-centric mobile strategy in a highly-competitive market. It has achieved a sizeable customer base and an attractive EBITDA margin in a relatively short period. New entrant EMOBILE is Japan’s latest… Read more

Despite the current economic environment, there may be significant opportunities for new entrants with LTE. New entrants have played an important role in stimulating the market for mobile broadband services, and could be equally important in developing the market for LTE services. New entrants have already played a vital part in driving the market for… Read more

In his mobile blog, Mark Heath, of Unwired Insight, discusses the latest developments with Orange and T-Mobile in the UK. Consolidation of mobile networks in the UK is long overdue and I’m relieved to see that the combination of Orange UK and T-Mobile UK, known as Everything Everywhere, is rapidly moving into implementation. In an… Read more

3G network sharing is set to sweep through developed markets, and will have profound implications for mobile operators, vendors and regulators, according to a new report, 3G Infrastructure Sharing: the future for mobile networks, written by Unwired Insight. “Despite a number of announcements made around the time of 3G licence awards, the mobile industry was… Read more

It seems that mobile equipment vendors are facing an uncertain future, according to two reports, Network Evolution from 2007 to 2012: HSPA+, LTE, WiMAX and femtocells and 3G Infrastructure Sharing: the future for mobile networks, written by Unwired Insight. “Mobile equipment vendors may be depending on 3G enhancements such as Long Term Evolution (LTE) to… Read more

The move by Vodafone to purchase Tele2’s fixed network assets in Italy and Spain for EUR775 million demonstrates the increasing importance of fixed broadband services in the mobile operator service portfolio. Some mobile operators have considered offering a complete set of fixed and mobile services using wireless technologies (such as HSDPA and WiMAX), but operators… Read more

As mobile voice services become increasingly affordable, they are rapidly substituting for fixed voice services across Western Europe, according to the report, Fixed-Mobile Substitution in Western Europe: causes and effects, written by Unwired Insight. “Users are increasingly opting for the convenience and personalisation of mobile phones, even when a cheaper fixed phone is available,” says… Read more

The wireless industry could evolve in very different ways over the next five to ten years, demanding robust planning by network operators, technology vendors, service providers and regulators, according to the report, Scenarios for the Evolution of the Wireless Industry in Europe to 2010 and Beyond, written by Unwired Insight. Major uncertainties, including fixed-mobile substitution,… Read more

Fixed operators can buy time to manage their transition from voice-centric to broadband-centric strategies through judicious selection of tactics that prevent fixed-line substitution, but slowing the migration of voice traffic to mobile networks in the short term will be more difficult. These are the findings of the report, Defending Against Fixed-Mobile Substitution: detailed operator case… Read more