(keitai-l) Re: Handset technology

From: Roope Mokka <REM_at_ovum.com>
Date: 03/16/01
Message-ID: <F0FFDDB188D1D311B01000805F8B219D03E3B741@mail.ovum.com>
I completely agree. taking in consideration vendors such as Sony, whom not
only command a major (portable) consumer electronics brand, but are also
very well positioned for mobile entertainment markets.

They own vast amounts of gaming, music, etc. content which makes cross
promotion and bundling possible: "PlayStation games via Sony handset". Not
to mention the potential of branded modules like memory sticks and such. 

As voice's portion of the telephony markets keeps declining, this affects
the phone manufacturers. It is going to be easier for the consumer
electronics vendors to add voice functionality to their entertainment
devices that mobile handset vendors to learn about entertainment. i think.

Roope

-----Original Message-----
From: Eijkemans, Paul [mailto:Paul.Eijkemans@ben.nl]
Sent: 16 March 2001 14:32
To: 'keitai-l@appelsiini.net'
Subject: (keitai-l) Handset technology


That is also a part of the puzzle. Main Western manufacturers of handsets
are Nokia, Motorola, Ericsson (well..), etc. These companies are typically
known as companies that deliver telecommunications equipment. The Japanese
manufacturers of handsets are Sony, Panasonic, etc. Most of them are
typically known as consumer electronics companies.

With a shift from being a telecommunications device to a fashion statement,
I think the consumer electronics companies that have years of experience
with miniaturization, operating systems for small devices, new chip
technologies for small devices, color screens, etc. have a considerable
advantage over the non-consumer electronics companies.

Research on the radio-interface of cellphones will be, in my opinion, a
lesser and lesser part of the whole research cake. And can probably be
outsourced.

Any manufacturer listening to comment?

Paul


> Remember Japanese handset makers are NEC,
>Fujitsu, Panasonic, etc. whose main business is not cell phones. So for a
Japanese
>maker to do enough R&D to make decent enough GSM handsets and market enough
and get
>connected to sales channels, etc. enough to have reasonable sales in
Europe, it
>wouldn't be financially tenable.

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Received on Fri Mar 16 18:26:35 2001