WiMAX and Emerging Markets

August 29th, 2008

Although many predict WiMAX failure almost before it is born, the reality is that WiMAX is far from dead.

Emerging markets (Africa, India, South East Asia or Latin America) have such a lack of proper fixed broadband that WiMAX becomes a cost effective alternative to ADSL, with the additional value of mobility.

It is true that in developed markets (US, Europe, Australia, Japan…) there might be no room for WiMAX, due to the extensive offering of multi-Mbps broadband and HSDPA mobile broadband plans. But emerging markets still need to fill the digital divide gap, and WiMAX is an effective way to do it.

Intel recently announced that Centrino 2 will have built-in WiMAX support. The initial availability, though, will only be for 2.5 GHz band, which leaves some emerging markets with 2.3 GHz and 3.5 GHz licensees, waiting some more months before enjoying the ubiquity of WiMAX support that the Centrino platform will bring to laptops.

Intel delay for some of these markets is not delaying commercial launch and as an example Malaysia already enjoy commercial WiMAX, thanks to Packet One.

The PC penetration in these markets is still low, but cheaper laptops and specially affordable netbooks as the Asus Eee PC are rapidly increasing the number of computers.  And for people owning a laptop, instead of a desktop, wireless broadband with mobility is a much better deal than ADSL.

Back from Holidays

August 29th, 2008

After a long summer break, welcome to the new season of tech-talk.biz

It has been two months with big sport events as the UEFA EURO Cup and the Beijing Olympics, covered for the first time not only on TV but also on Internet and mobile phones. And competition has not been intense only in Beijing these days among the Phelps, Bolts or Nadals, but also between the biggest challengers to Nokia’s reign in the handset market.

On 11 July Apple launched the much awaited 3G iPhone in 21 countries, and 20 more would follow on 22 August, including Singapore, Philippines or India. The 3G iPhone has not disappointed, though some complained about 3G connectivity issues supposedly linked to its Infineon chipset, and promised to be fixed in the next iPhone software update. Still the launch can be considered a great success with more than 6 million units being sold in the first 2 months.

iPhone competition has not taken any break, and the first Android handset is rumored to be launched by T-Mobile US as early as September. The handset comes from Taiwanese vendor HTC, and has been dubbed Dream, although the official name will be G1, reminding it is the first Google phone in the market. Equipped with a sliding full qwerty keyboard, a full web browser and a powerful CPU,  it will have access to plenty of applications to download from Google’s App Market. I can not wait to grab one.

In parallel, RIM is about to launch its Blackberry Bold, targeted to keep the heavy email business users away from iPhone, and adding functionality such as iTunes sync, GPS, Wifi and HSDPA support. Even some iPhone users might switch back to this beast from RIM once they realize email is so much easier.

Competition is great, both at the Olympics and at making us mobile users happy.

Viva España!

July 1st, 2008

Spain is the Champion of the Euro 2008. Forty-four years after the European Cup that Spain won in Madrid in 1964, this is the only major title the Spanish squad has conquered.

Spain has been a favorite for many major tournaments before only to disappoint and lose in quarter finals in most of them. But this time the Spanish team has not only displayed a beautiful game, but also has shown a determination to win, not seen ever before in the Spanish team.

A great team spirit and huge self confidence, but above all the winning attitude free from the ghosts and fears from the past.

The Spanish soccer team joins Fernando Alonso, Rafael Nadal and a bunch of great basket-ball players moving to the NBA, led by Pau Gasol. A generation of winners that are a true inspiration.

“Podemos” was the cry from Spanish media to motivate the soccer national team. It translates as “Yes, We Can”. Barack Obama may have had an influence well beyond USA borders.

Cerrado por Vacaciones

June 27th, 2008

I go on summer holidays. So during the next weeks posts might be more infrequent.

See you soon

 

Wireless Energy Transmission for my Laptop

June 25th, 2008

When will my laptop be totally wireless, even to recharge the battery? The future might be sooner than we thought, and Nanotechnology will be part of it.

There are many types of Wireless Energy Transmission although none of them have gone further than a prototype. For home use, powerbeaming could be the technology to free our portable devices from wires. Powerbeaming works based on a Laser system at one end that beams to a Solar Cell at the other end that transforms light into a DC current.

Current lasers have a 30-60% efficiency that combined with a 40-50% efficiency of solar cells, brings the overall efficiency at a maximum of 30%, still not too bad compared with electric bulbs. But Nanotechnology might boost these efficiencies at both ends.  

Solid-state lightning  promises up to 100% efficiency to convert electricity into light, once that we have atomically precise manufacturing technologies to arrange light-emitting building blocks in a controlled manner.

Today’s CIGS, CdTE or thin-film silicon are bringing down prices of Solar Cells. The ability to manufacture defect-free nanomaterials would improve efficiency at an exponential rate. With laptops foreseen to be equipped with solar cells in less than 10 years, solid-state lightning beams could be a wireless replacement to a wall socket.

 Picture from Wikipedia: NASA prototype of lightweight plane powered by a laser beam and a solar cell.

Nokia to Get Full Control of Symbian

June 24th, 2008

Nokia announced today a bid to acquire 100% of Symbian. Nokia already owns 48% of the shares, and would purchase the remaining shares for 264 million euro, from their current Symbian partners Sony Ericsson, Telefonaktiebolaget, LM Ericsson, Panasonic Mobile Communications, Siemens International Holding and Samsung Electronics.

Even though it may seem that Nokia wants to reinforce Symbian, with plans even to make it open source, the truth is this operation may benefit even more Sony Ericsson, Panasonic or Samsung that now will be free to go Android without conflicting interests. In fact, Samsung is already a member of the Open Handset Alliance.

As we mentioned before, Nokia Symbian usability is very poor when compared to iPhone, Blackberry, Android or even Windows Mobile. And this is also affecting Nokia brand.

As well as making it open source, Nokia should better rethink its Mobile OS user interface, or they might get into trouble as Android will target low-end handsets too, eating from Nokia’s last stronghold.

Nokia Still Don’t Get it

June 23rd, 2008

 ”It is the usability, stupid.”

In essence, Nokia keeps developing mobile phones, when younger generations do not care about a phone but about communications in an ample sense (IM, Facebook, web, etc) and multimedia (music, music , music, clips and music). And they do not want multimedia to be a poor media player added on a phone with not even a plug for a standard earbuds stereo jack.

Examples of usability for Nokia phones (and most traditional mobile phone vendors):
1) Why insist on a dialpad inherited from old telephones, when most calls are initiated by a click in the address book?
2) Why is the main input interface still based on a numeric keypad, when most of the inputs are actually text (SMS, URLs, IM, address book names,…)?

Blackberry got it right from the start, as any Blackberry user will confirm. This is THE device for corporate email. Easy to read and navigate through emails, easy to write with the keyboard, easy to search and file messages while wirelessly synchronizing with your inbox, calendar and address book on your laptop/server. Even Windows Mobile did a better job than Symbian in usability, phone stability problems and high prices aside.

iPhone has definitively raised the bar, and every one is expecting Android to follow the path, only with a wider hardware variety from the Open Handset Alliance vendors.

“The innovation [...] is not that they let us do something new, but that they allow us to do what we already do better, more often, in more places and more quickly.” -Joshua Porter

Blackberry and iPhone definitively got it right.

Nokia keeps trying and now Comes with Music, to counter-attack the iPhone-iTunes duo. Will that be enough for music fans to choose an N81 over an iPhone? I doubt it. Nokia’s market share will be sustained by low cost phones, specially in Asian developing countries. (That assuming that Apple does not halve iPhone price next year into $99…)

 

It Is Time for Renewable Energy

June 21st, 2008

The high prices of oil in the seventies stimulated the research for alternative sources of energy. Nuclear power plants emerged as a very cost-effective energy source, though always controversial. Windmills and solar plants were in their infancy and too inefficient, while hydroelectric plants, apart from the high environmental impact, only can cope with a small percentage of the energy demand. In the eighties and nineties oil prices went down, and with cheap oil the progress on renewable energies slowed down.

Now, the high oil prices have returned driven by the increasing demand for energy in the developing world (specially China and India). The high price is making economically viable to extract oil from other sources, such as tar sands or liquefied coal. This means oil reserves will still last for a while, but oil will remain expensive.

Add the concerns on global warming, and this time renewable energies are here to stay. Many governments in developed countries are considering to tax emissions of CO2. This tax on coal, oil and gas power plants, with high oil prices, would start making renewable energies a cheaper alternative. It is what Google.org calls RE<C, or renewable energies cheaper than coal. Google’s initiative will focus on areas such as solar thermal, wind, and geothermal, that promise utility scale energy production.

Solar technologies are one of the most promising option to power the planet cleanly. New thin-film photovoltaics with mixtures of new materials (cadmium telluride or CIGS) are bringing costs down and built on top of steel and crsital, the cells can be part of the roof structure of buildings or vehicles. The efficiency of this new solar cells is lower than bulk silicon cells, but the efficiency is improving at a pace close to Moore’s law in computers, with big names, as IBM, getting involved. With the promise of nanotechnology bringing new techniques and materials, like carbon nanotubes, expect an efficiency boost in the coming years.

If Internet made the network decentralized, solar cells will also make power generation a distributed process in 20 years.

Related reading:
Another silicon valley? From The Economist print edition Jun 19th 2008

The Nanotechnology Revolution Is Coming

June 19th, 2008

Nanotechnology aims a the fabrication of a wider range of materials with atomic precision. Advances in nanotechnology will have a huge impact in solving some of the challenges of today, such as global warming, sustainable energy, new cures for diseases, more powerful computers or ultra-high performance materials.

Some of the immediate applications we will see in the coming years include:

  • Nano-enabled fuel cells and solar photovoltaics
  • Anti-vital, cancer agents
  • Nano-Biosensors
  • Electric Nanomotors
  • Post-silicon computers, including Petabit memories and exaflop processors
  • Solid State Lighting. OLED and LED could provide close to 100% thermodynamic efficiency, compared to 22% or current artificial lighting

In computing, nanotube transistors would enable faster microprocessors, data storage could be based on DNA structures, and optical transmission would use Optical Waveguides that replace glass by atomically precise crystalline structures that would eliminate the irregularities that cause signal loss.

A bright future that requires atomically precise manufacturing (APM) capabilities to be mastered. Atomically precise productive nanosystems (APPN) are nanoscale APM systems to fabricate nanostructures. APPN exist in nature, such as a ribosome that “manufactures” proteins. Advances in Atomically Precise Technologies, and in particular in APM and APPN, in next years will be key to enable the Nano-Industrial revolution.

The First Step for Mobile TV is Free-To-Air

June 17th, 2008

Internet and Software companies know it well: mass adoption comes first, revenues will come later. It is what Chris Anderson calls Freeconomics. When the marginal cost of every new subscriber is close to zero, free is the way to go: Freemium, Ads or Cross-subsidize models can later monetize a massive audience base.

Mobile Operators are not familiar with the economics of “free”, but for Broadcast Mobile TV, Free To Air is a wise first step to create awareness and push for mass adoption. The Korean authorities forced T-DMB spectrum licensees on a free-to-air business model. T-DMB had 5 million users by year end 2007, compared to 1 million users of the S-DMB satellite pay-TV model launched earlier.

DVB-H service providers, like 3 Italy, are now switching to offer free-to-air channels, as well as different packages to access premium content, such as Pay-TV subscriptions and pay-as-you-go:

  • MOBILE TV TARIFFS OF 3 ITALIA: Daily, weekly or monthly packages, with or without other services included. Pay-as-you-go users can access the mobile TV service at €4 per day, €9 per week, €19 per month or 29€ for 3 months. Alternatively, subscribers can pay €29 per month getting free access to all digital mobile TV services, access to 3 Club on 3 Mobile Portal, free national calls and one GB/month of mobile broadband Internet. As of June 2008, RAI 1, RAI 2, Mediaset, Sky Meteo 24, Current TV and La3 are made available free-to-air to those with DVB-H receivers. La3 is an in-house channel, showing sports, music and entertainment programming.

The bigger the base of Mobile TV handsets and users, the bigger the market to up-sell premium content (including pay-per-view), or to get advertisement revenues for zapping ad insertion, as an example.

In broadcast television, Pay-TV models (like Canal +, or cable TV) only came decades after free-to-air television was watched by millions, sponsored by advertisement. Once every house has at least one TV-set , today Pay-TV is a popular model and a (very) profitable business.

The adoption of new technologies takes some time, specially when handset renovation is required. “Free” is an excellent choice for Mobile TV providers to create a mass audience first. Premium content will come soon after. The good news is that being a broadcast technology, it is the same investment to build nation coverage for one user that for ten million.

Mobile TV related links:
Faultline: “Free to air mobile TV has won – the war is over” — MobiTV
Searching for a Mobile TV Business Model
Mobile TV must be free-to-air-service
3 Italia - TV Digitale Mobile DVB-H