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Consumer Electronics

Mobile Music in Asia: $9.3 Billion!

October 16, 2006

From almost nothing five years ago, the mobile music market in Asia/Pacific grew to US$3.3 billion in 2005, and will reach US$9.3 billion by 2010, reports In-Stat. The breakthrough years for mobile music in Asia/Pacific will be 2007 and 2008. Growth drivers include large markets like China and India reaching a critical mass of mobile subscribers and 3G services becoming prevalent regionwide.

"Ringtones have been the primary driver for mobile music growth in the past, but this will change as new mobile phones equipped with digital music file playback capability create a new market," says Bryan Wang, In-Stat director. "As consumer preferences change, the future growth of the mobile music industry rests on ringback tones and full music tracks."

What this tells us is for service providers, it is not always clear what the next revenue generator will be but is crucial to stay nimble so you can capitalize on emerging trends.



USB comes to AA batteries

October 7, 2006

iPod Vs. Zune

September 29, 2006

Is Apple scared of Zune? According to this article Apple has plenty of reasons to worry. What seems most innovative about the Zune device is its ability to support p2p WiFi as pointed out by Mike Elgan, this is the equivalent of MySpace in a handheld device.

The technology in the Zune is not revolutionary and one wonders why Apple didn’t come out with a p2p WiFi device. The answer in my opinion is the company’s obsession with form factor.

VoiPod is Coming

September 7, 2006

Taking Sirius Aim at iPod

September 7, 2006

Nortel’s Future

September 7, 2006

With the rumblings in the market and out Alcatel and Lucent possibly calling things off, it might be a good time to look to Canada and see how Nortel is doing and what they plan for their future. I just came across this great article on the future of Nortel. The company believes Next-Generation Mobility, Enterprise Transformation and Services & Solutions will be the heart of the new Nortel.

Here is my take on the news.

Mobility

A super-hot area – productivity will skyrocket as mobility gets better. There is lots of money to be made in this space and it will become more competitive as smartphone makers including Blackberry, wireless carriers and Microsoft (who could be in the smartphone category but are so large they deserve their own) all jockey for leadership position.



Samsung MP3 Service

September 3, 2006

TMC in Stamford Advocate

September 3, 2006

TMC was featured on the front page of the business section of the Stamford Advocate newspaper today. It was also in the Hartford Courant (at least online – I am not sure if it made the printed version on Sunday) The article was great and we are humbled by the nice coverage of TMC. One thing I am glad the piece focused on is how much we value our team and what they have helped build. It has been a wild ride and the last 7 years have been so exciting – from ideal telecom times to rough ones and then massive growth once again.

SanDisk takes on the iPod

September 3, 2006

I am impressed that SanDisk has come out with music player after music player. Each seems to be a better value than the last. The question is whether the American market and others will care much about the value difference between an Apple and SanDisk music/MP3 player. I would imagine in some markets where it isn't so important to be trendy the SanDisk models will do well.

Microsoft Should Buy SpiralFrog

August 30, 2006

Yesterday I gave Microsoft some ideas on how they might be able to take on the Apple iTunes/iPod model. One of my ideas involved having Microsoft eating some of the cost of movie and music downloads so they can increase market share.

Interestingly today I came across an article today that talks about free music from Universal. The article describes how a company called SpiralFrog is making the music available in an ad-supported way meaning it is free – as long as you watch some ads.

If this is a trend and not a fad, Microsoft needs to take notice and find a way into this market immediately. They need to leverage ad-supported music and videos is this could be the best way for them to play in the iPod/iTunes space.

Couple a strong product in music with Microsoft’s OS strength and video game growth and you have a pretty well rounded consumer electronics play.





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