All righty. Obviously, the blog’s been on a hiatus. That’s basically because the run up to Mobile World Congress is always an extremely busy time for us here at Maark. Certain things must be sacrificed. This blog. Our sanity.
But, with MWC now over, it’s time to blog again. More interestingly, it’s time to sit back and look at the state of the union as spun by MWC. A great place to go for that is the blog of Chetan Sharma, industry sage. He released about 20 observations on the mobile industry as it now stands in this post-MWC 2014 world that are way worth checking out. I mean, in many ways, it’s the same stories we hear every year, but that’s the way it goes with such a massive industry. I’ve severely truncated some of his observations below as examples:
Connecting the Unconnected: Connecting the unconnected was by far the biggest theme of the show. From Mark Zuckerberg’s keynote to the launch of $25 devices from Mozilla, there was concerted discussion around how to increase the 3.5B consumers to 5-6B.
SDN/NFV: SDN and NFV took more prominence this year compared to the past and operators are urgently moving to cloud-based infrastructure.
Ecosystem Value Shifts: The value is shifting to the upper layers of the stack. This is what is defining the current turbulence, which is exciting to many and depressing for some.
IoT: IoT is going through its hype cycle right now. IoE takes the notion even to a next level. Everyone wants to make things connected but how will this all pan out?
Connected Cars: This year connected cars feel more real with imminent launches and data become a key selling point for the OEMs.
Network investments: All the progress that has been on the mobile economy has been on the back of trillions of dollars of investment over the last couple of decades. With declining margins, how long do operators continue to invest and at what pace? What’s the margin profile they are willing to live with? What’s the role of government in building out the infrastructure when high-speed mobile networks are concerned?
OTT Regulations: Faced with OTT impact on their core business, operators are asking regulators to take a broader look at how communications is regulated. Most of the regulators seem incapable or unwilling.
Big Data: While we are having pertinent debates about security and privacy, the opportunity to use data for greater efficiency and new revenue streams is no more academic.