If it is Monday, it must be COTM! Scoot over to Carnival of the Mobilists at Andrew Grill’s London Calling to get the latest news and insights in the mobile industry. I found Chetan Sharma’s report on the 3G Americas Analyst Summit – especially his comments on LTE vis-a-vis HSPA interesting:
I think given the current economic climate, we might see the investment plans being delayed. Of course, with one city launch, some folks can claim LTE launch but pervasive availability will be pushed to 2013 and beyond. I think operators will try to milk HSPA technologies for as long as they can.
This business of “unlimited” data in its current incarnation is not sustainable. You have to be careful what you wish for. Mobile data usage is “here” thanks to smartphones and consumer awakening of what’s possible but I think the networks are not ready for a huge onslaught of data usage – esp. the kind of things we are used on the Internet like browsing, streaming, uploading, etc. – in large quantities. At some point, there will be enough users on a cell-tower that will start damaging the user experience. The incremental revenue doesn’t totally justify the investment required to support such a surge. So, what gives … we are likely to see more tiered data pricing and less emphasis on “unlimited” data.
I am not sure if there really is “unlimited data”. All mobile broadband plans (whether it is for smartphones or USB modems/dongles) come with monthly quotas beyond which Fair-Use-Policies are applied by the operators. So I am not sure what exactly Chetan is referring to here? In fact, as we have discussed multiple times in this blog, mobile operators are trying to go after fixed broadband providers and may be forced to raise the monthly quotas if they really want to compete. He does have a valid point on the huge onslaught of mobile data usage damaging the user experience.