The FCC's AWS-3 auction, which is still going on, is now more successful than anyone ever dreamed. As of this morning, the auction has raised a total of more than $24 billion in provisionally winning bids after just six days of bidding. But beyond the big, round numbers, what other conclusions can we draw from the AWS-3 results so far?
We are now entering a new phase of competition in the global smartphone market and the likes of Lenovo and Xiaomi are poised to make life a lot more difficult for market leaders Samsung Electronics and Apple. How Samsung and Apple respond will go a long way to determining whether they can maintain their status as market leaders, though I think Samsung has a lot more to worry about right now than Apple does.
T-Mobile US' "un-carrier" moves over the past year have pushed all the U.S. Tier 1 operators into a world of no contracts and no device subsidies. And the result is that carrier brand loyalty has taken a hit--at least that's what research firm Market Strategies found in its latest "Brand Love" report that queries consumers on their loyalties to their wireless carriers, their smartphones and their mobile operating systems.
Wireless carriers have always battled with each other to encourage customers to switch to a new carrier. But that fight is now starting to heat up in select markets across the country because of a confluence of network shutdowns, technology transitions and smaller carriers exiting the business. Although these market-by-market battles don't get much national attention, they're still worth watching--after all, millions of subscribers scattered across dozens of markets are up for grabs.
LTE Broadcast has potential, but I think it will be at least a few years before it takes off commercially. Even then, it's not clear how it will be monetized. For now LTE Broadcast is more about hype than reality.
If T-Mobile's new Cellspot Wi-Fi router proves popular with consumers, the company will not only be enhancing its coverage and call quality with consumers, it might also be positioning itself for future partnerships and for new business opportunities.
LAS VEGAS--Now that Apple's iPhone 6 and 6 Plus have been announced, U.S. carriers are getting down to brass tacks to try to take advantage of consumer excitement. The launch is shaping up to be the most dynamic, unpredictable and hard-hitting iPhone release U.S. carriers have ever seen.
LAS VEGAS--It's a new day in the wireless industry. This year's Super Mobility Week is ground zero for a battle among the new guard in the wireless industry. Three of the nation's top four wireless carriers have relatively new CEOs, and attendees here at this fall show are getting a front-row seat to the opening bouts of what promises to be an interesting confrontation among them.
The introduction of IP calling technology in mobile sets the stage for real change in how and when people will use telephony. According to those in the industry, we might see some significant changes to some parts of the calling experience, but phone numbers and regular old phone calls appear to be here to stay.