My thoughts about Morgan Stanley Mobile Internet Report - key theme #1 and #2


The Mobile Internet report published by Morgan Stanley has captured my interest because it brings the future digital perspective around the world.

The report brings 8 key themes, but until now I have watched only key theme #1 and
#2.

Regarding theme #1, about the new computing cycle, it describes that from 2010 to 2020, the mobile internet will connect more than just phones, but many devices such as smartphones, kindle, mp3, pda, car electronics, home entertainment and games. As described by the article it will address "the rising consumer expectations – increasingly, consumers expect to get what they want when they want it, from the palm of their hand…".

Regarding theme#2, it demonstrates that Mobile will ramp faster then desktop did and will be bigger with 5 trends converging (3G+Social Networking+Video+VoIP+Impressive Mo
bile Devices). As described in the article, and according to the Nathan Myhrvold, former Microsoft CTO, "Increased hardware capability driving software innovation as applications (leveraging GPS / accelerometer / multi-touch) attempt to maximize hardware potential…and optimize for Wi-Fi thus putting utilization pressure on cellular networks. Simply, consumers want high-bandwidth (wired / wireless) 24x7".

Another highlight is that "Machine to Machine (M2M) Takes on New Proportions in Mobile and Mobile Sensors Bring 'Internet of Things' Back into Spotlight, it means that everything around us will be collecting data and communicating". What will we have ? "Rapid growth in number / type of mobile cloud-based connected devices, in effect, creating wireless remote controls everywhere."

An open question at the article, "When will be everything connected to the Internet ? 2012 ? 2020 ?"

Afterwards the article presents that "3G is a key to success of Mobile Internet".

However 3G is still concentrated in developed markets.

The prediction according to the article is that South & Central America will have 17% of 3G coverage by 2014. It means that in the half of the mobile decade, most of people in South & Central America wont be connected through 3G.

Until there, there is still a huge market on developing economies making use of basic mobile styles and 2G also.

In my opinion, a lot of innovaton can be applied for SMS services on developing markets.


See more at Morgan Stanley report.


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