Evolution Path for Wearable Computing: When Will It Go Mainstream?

Posted on June 3, 2013 by Jayanth Kolla

It seems only logical that after filling up our rooms (mainframes), desks (PCs) and now pockets (smartphones), computing devices will soon be on our bodies. We already have the first set of commercial (wrist bands) and prototype (Google glass) wearable computing devices. But, these current devices, in Product Marketer’s parlance, are “Nice-to-Haves” and not “Must-Haves”. When these “Must Have” wearable computing devices are available, What will they offer? How will they make our life easier? And, How soon will all of us be sporting them? While the industry is busy answering the first two questions, we took a shot at the third. Below is our viewpoint on the evolution path for wearable computing… When and how will they go mainstream: Continue reading →

Posted in Business Model, Consumer Electronics, Convergence, Digitization, Wearable Computing | Tagged , , , , , , , | Leave a comment

Competition Among Chipset Players and Its Impact on Smartphones Adoption in the Emerging Markets

Posted on April 4, 2013 by Jayanth Kolla

In the recent years, the availability and easy access to Android operating system, and reducing costs of various components (such as display, memory, battery, etc.) have been driving the cost of smartphones down. We expect 2013 to be the year in which the competition among various smartphone chipset players to drive wider adoption of smartphones, primarily in emerging markets.

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Posted in Business Model, Chipsets, Emerging Markets, Smartphones | Tagged , , , , , , , , , , | Leave a comment

Is India Ready for Mass-Market Wi-Fi Offload? We Think Yes!

Posted on March 18, 2013 by Jayanth Kolla

With a surge in interest from nearly the entire mobile industry (save a few established 3G/LTE giants) in seamless Wi-Fi offload, has the time come for India? In many ways India is nothing less than the textbook case for Wi-Fi: Very high subscriber density in the cities, a presumed pent-up demand for data connectivity, and very little 3G spectrum to work with.

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Posted in Business Model, Carriers, Emerging Markets, India, Spectrum, Technology, Wi-Fi Offloading | Tagged , , , , , | 1 Comment

Convergence Catalyst Partners with Hetting Consulting

Posted on March 14, 2013 by Jayanth Kolla

Convergence Catalyst is glad to announce its partnership with Hetting Consulting. Hetting Consulting works with leading global wireless carriers, network equipment vendors and industry bodies on various cutting edge assignments pertaining to Wireless Technologies Evolution. This partnership will further strengthen the Technology Consulting Practice of Convergence Catalyst. Together, we intend to focus on Wireless Spectrum Planning, Management & Evaluation and WiFi Data Offloading domains in India and other Emerging Markets.

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India Smartphone Outlook for 2013

Posted on February 28, 2013 by Jayanth Kolla

2012 Smartphone Year in Review:

The smartphones sales in India grew over 100% (year-on-year) in 2012 to reach 20 to 22 million units. For the first time, monthly sales crossed 2 million units in Q4 and smartphones breached the USD 75 price in the same quarter. Currently in India, almost all the mobile devices available over USD 150 are smartphones.

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Posted in Business Model, Consumer, India, Mobile Devices, OS, Smartphones | Tagged , , , , , , , , , , , , , , , , , , , | 5 Comments

CES 2013 – An informal summary

Posted on February 1, 2013 by Vijay Ramanathan

Here is an informal summary of our CES 2013 visit held in Las Vegas in Jan 2013.

Displays

  • Bigger and better displays were everywhere. Ultra HD is a whopping 4 times the current 1920 HD resolution and was announced by both Samsung and LG. Content that takes advantage of this will be the single biggest challenge.
  • Windows 8 is driving touch screens on PCs. I can see how this will become the way forward with the next generation and also see how all displays will go touchscreen in the future. Continue reading →
Posted in Consumer, Consumer Electronics, Convergence, Technology, Telecom | Tagged , , , , , | Leave a comment

Overview of Mobile Value Added Services (MVAS) in Emerging Markets

Posted on November 28, 2012 by Jayanth Kolla

Voice revenues of mobile carriers in emerging markets have been stagnant for a few years, while there has been a slow, but but steady increase in VAS revenues. A look at the mobile carriers’ revenues of the emerging markets reflects that Russia and South Africa are the only markets where the voice revenues have grown (marginally by ~4%) in 2011. Rest of the markets’ voice revenues contribution to the total revenue has either experienced a downward trend or remained flat, with VAS revenues making up for the drop in voice services revenues (in some cases).

VAS as a percentage of the total revenues is close to 10% in India (lesser than all the countries discussed below, except Indonesia) while it is 28% in China & Mexico, 23% in Russia, 20% in Thailand, 18% in Brazil & South Africa and 8% in Indonesia. Continue reading →

Posted in Apps, Business Model, Carriers, China, Emerging Markets, India, Mobile Devices, Smartphones, Telecom, Uncategorized, VAS | Tagged , , , , , , , , , , , | 4 Comments

Emergence of E-Commerce Sites as Potential Sales & Marketing Channels for Tablets in India

Posted on September 26, 2012 by Jayanth Kolla

The average monthly sales of tablets in India have trebled since Q4, 2011. This is primarily due to the increasing number of low-end (sub $200) device models being launched by Indian OEMs, enabled by both hardware commoditization (driven by China/Taiwan based suppliers & ODMs) and OS availability (most of these devices run on Google’s Android OS).

Source: Convergence Catalyst Estimates 

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Posted in Business Model, Distribution, E-Commerce, India, Marketing, OS, Tablets, Technology, Telecom | Tagged , , , , , , , , , , , | 3 Comments

Comparison of China & India Smartphone Markets

Posted on August 22, 2012 by Jayanth Kolla

China and India are the world’s biggest mobile markets with 1.05 billion and 934 million subscribers respectively. At the end of 2011, the smartphones installed base in both these markets was less than 100 million (over 90 million in China and 24 million in India).

However, while China added close to 75 million smartphones in the first half this year, India could manage only a fraction of that number. While China (surpassing US in Q1, 2012) is currently the world’s biggest smartphone market, India is yet gain momentum in the smartphones space.

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Posted in App Stores, Apps, China, Emerging Markets, India, Smartphones, Technology | Tagged , , , , , , , , , , , , , , , , , , , , | 7 Comments

Nokia’s Smartphone Revival – Hits, Misses and Current Options for the Company

Posted on July 29, 2012 by Jayanth Kolla

Yesterday, I was reading an article on an Indian business blog where the author presented some interesting scenarios and a compelling argument for Nokia’s turnaround, based on their smartphone devices and OS strategy. He presented the fact that Nokia currently has options of Windows 8, Boot2Gecko, Meego, Tizen and even Android operating systems to move to and the article also identified the key strengths of each platform option.

However, the author did not consider a third, key dimension, which would lend significantly to the growth/success of a smartphone ecosystem – Apps. As I kept thinking, I realized that Nokia’s turnaround in the smartphone space would be much more complicated than the two-dimensional approach that was presented. There exist many convoluted product development, business dynamics, strategic and ecosystem development issues that need to be considered.

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Posted in App Stores, Apps, Business Model, Mobile Devices, OS, Profitability, Smartphones, Telecom | Tagged , , , , , , , , , , , , , , , | 9 Comments