Summary and Analysis of Ericsson Mobility Report 2018

Ericsson Mobility reports always make a fantastic reading. Its been a while since I wrote anything on this topic so I thought lets summarize it and also provide my personal analysis. Please feel free to disagree as this is just a blog post.

Before we start, the official site for the report is here. You can jump directly to the PDF here. Ericsson will also be holding a webinar on this topic on 19 June, you can register here.

A short summary of some of the highlights are in the table above but lets look at more in detail.

Mobile subscriptions 

• The total number of mobile subscriptions was around 7.9 billion in Q1 2018.
• There are now 5.5 billion mobile broadband subscriptions.
• Global subscription penetration in Q1 2018 was 104 percent.
• The number of LTE subscriptions increased by 210 million during the quarter to reach a total of 2.9 billion.
• Over the same period, GSM/EDGE-only subscriptions declined by 90 million. Other technologies declined by around 32 million.
• Subscriptions associated with smartphones now account for around 60 percent of all mobile phone subscriptions.

Many things to note above. There is still a big part of the world which is unconnected and most of the connectivity being talked about is population based coverage. While GSM/EDGE-only subscriptions are declining, many smartphone users are still camped on to GSM/EDGE for significant time.

While smartphones are growing, feature phones are not far behind. Surprisingly, Reliance Jio has become a leader of 4G feature phones.

My analysis from the developing world shows that many users are getting a GSM feature phone as a backup for when smartphone runs out of power.


Mobile subscriptions worldwide outlook

• 1 billion 5G subscriptions for enhanced mobile broadband by the end of 2023, accounting for 12 percent of all mobile subscriptions.
• LTE subscriptions continues to grow strongly and is forecast to reach 5.5 billion by the end of 2023
• In 2023, there will be 8.9 billion mobile subscriptions, 8.3 billion mobile broadband subscriptions and 6.1 billion unique mobile subscribers.
• The number of smartphone subscriptions is forecast to reach 7.2 billion in 2023.

The report describes "A 5G subscription is counted as such when associated with a device that supports NR as specified in 3GPP Release 15, connected to a 5G-enabled network." which is a good approach but does not talk about 5G availability. My old question (tweet below) on "How many 5G sites does an operator have to deploy so that they can say they have 5G?" is still waiting for an answer.

Question: How many 5G sites does an operator have to deploy so that they can say they have 5G?

— Zahid Ghadialy (@zahidtg) October 18, 2017

5G device outlook

• First 5G data-only devices are expected from the second half of 2018.
• The first 3GPP smartphones supporting 5G are expected in early 2019.
• From 2020, when third-generation chipsets will be introduced, large numbers of 5G devices are forecast.
• By 2023, 1 billion 5G devices for enhanced mobile broadband are expected to be connected worldwide.

Qualcomm has made a good progress (video) on this front and there are already test modems available for 5G. I wont be surprised with the launch. It would remain to be seen what will be the price point and demand for these 5G data-only devices. The Register put it quite bluntly about guinea pigs here. I am also worried about the misleading 5G claims (see here).


Voice over LTE (VoLTE) outlook

• At the end of 2017, VoLTE subscriptions exceeded 610 million.
• The number of VoLTE subscriptions is projected to reach 5.4 billion by the end of 2023.
• VoLTE technology will be the foundation for enabling 5G voice calls.
• New use cases in a 5G context are being explored, such as augmented reality (AR) and virtual reality (VR).

Back in 2011, I suggested the following (tweet below)

Soon = before 2015. Ideally, if its working then never, until forced - RT @Gabeuk: I suspect VoLTE adoption will pick-up briskly in 2013.

— Zahid Ghadialy (@zahidtg) July 13, 2011

Looks like things haven't changed significantly. There are still many low end devices that do not support VoLTE and many operators dont support VoLTE on BYOD. VoLTE has been much harder than everyone imagined it to be.


Mobile subscriptions worldwide by region

• Globally, mobile broadband subscriptions now make up 68 percent of all mobile subscriptions.
• 5G subscriptions will be available in all regions in 2023.
• In 2023, 48 percent of subscriptions in North America and 34 percent in North East Asia are expected to be for 5G.

I think that for some regions these predictions may be a bit optimistic. Many operators are struggling with finance and revenue, especially as the pricing going down due to intense competition. It would be interesting to see how these numbers hold up next year.

While China has been added to North-East Asia, it may be a useful exercise to separate it. Similarly Middle East should be separated from Africa as the speed of change is going to be significantly different.


Mobile data Traffic Growth and Outlook

• In Q1 2018, mobile data traffic grew around 54 percent year-on-year.
• The quarter-on-quarter growth was around 11 percent.
• In 2023, 20 percent of mobile data traffic will be carried by 5G networks.
• North America has the highest monthly usage of mobile data per smartphone at 7.2 gigabytes (GB), anticipated to increase to 49GB in 2023.
• Total mobile data traffic is expected to increase by nearly eight times by the end of 2023.
• In 2023, 95 percent of total mobile data traffic is expected to be generated by smartphones, increasing from 85 percent today.
• North East Asia has the largest share of mobile data traffic – set to reach 25EB per month in 2023.

This is one of the toughest areas of prediction as there are a large number of factors affecting this from pricing to devices and applications.

Quiz question: Do you remember which year did data traffic overtake voice traffic? Answer here (external link to avoid spoilers)


Mobile traffic by application category

• In 2023, video will account for around 73 percent of mobile data traffic.
• Traffic from social networking is also expected to rise – increasing by 31 percent annually over the next 6 years.
• The relative share of social networking traffic will decline over the same period, due to the stronger growth of video.
• Streaming videos in different resolutions can impact data traffic consumption to a high degree. Watching HD video (720p) rather than standard resolution video (480p) typically doubles the data traffic volume, while moving to full HD (1080p) doubles it yet again.
• Increased streaming of immersive video formats would also impact data traffic consumption.

It would have been interesting if games were a separate category. Not sure if it has been lumped with Video/Audio or in Other segments.


IoT connections outlook

• The number of cellular IoT connections is expected to reach 3.5 billion in 2023. This is almost double our last forecast, due to ongoing large-scale deployments in China.
• Of the 3.5 billion cellular IoT connections forecast for 2023, North East Asia is anticipated to account for 2.2 billion.
• New massive cellular IoT technologies, such as NB-IoT and Cat-M1, are taking off and driving growth in the number of cellular IoT connections.
• Mobile operators have commercially launched more than 60 cellular IoT networks worldwide using Cat-M1 and NB-IoT.

It is important to look at the following 2 definitions though.

Short-range IoT: Segment that largely consists of devices connected by unlicensed radio technologies, with a typical range of up to 100 meters, such as Wi-Fi, Bluetooth and Zigbee. This category also includes devices connected over fixed-line local area networks and powerline technologies

Wide-area IoT: Segment consisting of devices using cellular connections, as well as unlicensed low-power technologies, such as Sigfox and LoRa

The Wide-area IoT in the table above includes cellular IoT. If you are a regular reader of this blog, you will know that I think LoRa has a bright future and my belief is that this report ignores some of the reasons behind the popularity of LoRa and its growth story. 


Network coverage

• In 2023, more than 20 percent of the world’s population will be covered by 5G.
• 5G is expected to be deployed first in dense urban areas to support enhanced mobile broadband.
• Another early use case for 5G will be fixed wireless access.
• Today, 3GPP cellular networks cover around 95 percent of the world’s population.

A lot of work needs to be done in this area to improve coverage in rural and remote locations.

I will leave this post at this point. The report also contains details on Network Evolution, Network Performance, Smart Manufacturing, etc. You can read it from the report.

Smartphones, Internet Trends, etc

Every few years I add Mary Meeker's Internet Trends slides on the blog. Interested people can refer to 2011 and  2014 slide pack to see how world has changed.

One of the initial slide highlights that the number of smartphones are reached nearly 3 billion by end of 2016. If we looked at this excellent recent post by Tomi Ahonen, there were 3.2 billion smartphones at the end of Q1 2017. Here is a bit of extract from that.

SMARTPHONE INSTALLED BASE AT END OF MARCH 2017 BY OPERATING SYSTEM

Rank . OS Platform . . . . Units . . . . Market share  Was Q4 2016
1 . . . . All Android . . . . . . . . . . . . 2,584 M . . . 81 % . . . . . . ( 79 %)  
a . . . . . . Pure Android/Play . . . . 1,757 M . . . 55%
b . . . . . . Forked Anroid/AOSP . . . 827 M . . . 26%
2 . . . . iOS  . . . . . . . . . . . . . . . . . . 603 M . . . 19 % . . . . . . ( 19 %) 
Others . . . . . . . . . . . . . . . . . . . . . . 24 M  . . . . 1 % . . . . . . (   1 %)
TOTAL Installed Base . 3,211 M smartphones (ie 3.2 Billion) in use at end of Q1, 2017

Source: TomiAhonen Consulting Analysis 25 May 2017, based on manufacturer and industry data

BIGGEST SMARTPHONE MANUFACTURERS BY UNIT SALES IN Q1 2017

Rank . . . Manufacturer . Units . . . Market Share . Was Q4 2016 
1 (2) . . . Samsung . . . .  79.4 M . . 22.7% . . . . . . . ( 17.9% ) 
2 (1) . . . Apple  . . . . . . . 50.8 M . . 14.5% . . . . . . . ( 18.0% ) 
3 (3) . . . Huawei  . . . . . . 34.6 M . . . 9.9% . . . . . . . (10.4% ) 
4 (4) . . . Oppo . . . . . . . . 28.0 M . . . 8.0% . . . . . . . (   7.1% ) 
5 (5) . . . Vivo . . . . . . . . . 22.0 M . . . 6.3% . . . . . . . (   5.6% ) 
6 (9) . . . LG  . . . . . . . .  . 14.8 M . . . 4.2% . . . . . . . (   3.3% ) 
7 (7) . . . Lenovo .  . . . . . 13.2 M . . . 3.8% . . . . . . . (   3.8% )
8 (8) . . . Gionee . . . . . . . .9.6 M . . . 2.7% . . . . . . .  (   3.5% )
9 (6) . . . ZTE  . . . . . . . . . 9.2 M . . . 2.6% . . . . . . . (   5.2% ) 
10 (10) . TCL/Alcatel . . .  8.7 M . . . 2.5% . . . . . . . (  2.4% ) 
Others . . . . . . . . . . . . . . 80.2 MTOTAL . . . . . . . . . . . . . 350.4 M
Source: TomiAhonen Consulting Analysis 25 May 2017, based on manufacturer and industry data

This year, the number of slides have gone up to 355 and there are some interesting sections like China Internet, India Internet, Healthcare, Interactive games, etc. The presentation is embedded below and can be downloaded from slideshare

Internet Trends 2017 Report from Kleiner Perkins Caufield & Byers

Mobile, Context and Discovery - Ben Evans

An Interesting presentation and Video from Benedict Evans, both embedded below:

There is an interesting Q&A at the end of the talk in the video. You can directly jump to 27:30 marker for the Q&A. One of the interesting points highlighted by him, that I always knew but was not able to convey it across is there is no real point comparing Google and Apple. I am too lazy to type down so please jump to 45:10. One of the comment on the Youtube summarises it well:

"Google is a vast machine learning engine... and it spent 10-15 years building that learning engine and feeding it data"

So true. It is not Apple vs Google; it is not about the present. It is about the future (see Google's recent acquisitions for context). As Benedict says, if Google creates beautiful, meaningful and unique experiences for users, why would they do it only for Android, they would also have it on Apple devices. 

In the end, comparing Apple and Google is like comparing Apple(s) and Oranges :)

2014 Mobile Internet Prediction Survey

Interesting presentation by Chetan Sharma listing what we can expect in 2014. Slide 9 as shown in the picture above highlights the breakthrough categories. Good to see that LTE-B ('B' for broadcast) has not made it into this list. My guess is that connected cars and wearable computing will be in the news constantly throughout the year.

The complete presentation as follows:

The Relentless Rise of Mobile Technology

Mobiles have been rising and rising. Couple of weeks back I read 'Mobile is considered the first and most important screen by nearly half of the 18- to 34-year-old demographic, according to research commissioned by Weve.'

The finding placed mobile ahead of laptops or PCs (chosen by 30.6 per cent) and way ahead of TV (12.4 per cent) as the first and most important screen in the lives of people between the ages of 18 and 34. 

Just 5.8 per cent of those surveyed in the age group chose a tablet as their "first screen".
The research also found that 45 per cent of 18- to 34-year-olds consider their mobile their first choice of device when interacting with online content, placing the platform just ahead of laptops and PCs, which scored 43 per cent. 

Among the wider 18 to 55 age group surveyed, a PC or laptop was seen as the "first screen" with 39.8 per cent naming either computer as their most important screen, while smartphones came second on 28 per cent. 

TV was in third place with 27 per cent of people naming it as their most important screen. Five per cent of the total group said they considered a tablet their "first screen". 

Only a quarter of the 18 to 55 age group said mobile would be their first choice platform if they wanted to access the internet, while nearly two thirds preferred to use a PC or laptop.

Tomi Ahonen has always been referring to Mobile as the 7th Mass Media.

So when I saw this above picture (and there are more of them) in Ben Evaans slide deck (embedded below), it just reiterated my belief that Mobile will take over the world sooner or later. Anyway, the slides are interesting to go through.

Internet Trends by Mary Meeker at #D11

The last time I posted the presentation by Mary Meeker was back in 2011 but the things have moved on and its amazing to see some of the things that have changed. I think the slide that summarises what I mean is as follows:

Nomophobia and FOMO are a big problem and I see this day in day out working in this industry.

The slide pack which was actually posted yesterday has already crossed 550K as I write this, in just 1 day. So you can understand how eagerly awaited event this has become every year.

To download the above, click on the Slideshare icon and then you can save from Slideshare site.

If you want to watch the video of her presentation, its available on All things digital website here.

Mobile Service status and Trends in the USA - 2012

This is an update to the presentation from 2011 that I blogged here.

Mobile Status and Trends in the US from Zahid Ghadialy

#FWIC: OTT Stats, Facts and Figures

The 4th Future of Wireless International Conference (#FWIC) is 2 weeks away and the main theme of the conference is "The Reshaping of the Mobile Industry". In some of the recent conferences I have attended, OTT has been one of the main topic of discussion and a concern for the operators. The operators are at the top of the food chain, whatever affects them eventually affects the other players within the mobile industry. With this is mind, we have prepared a document that collects all the figures in one place to be used as a handy reference for quoting stats and figures.

OTT Stats for FWIC

View more presentations from Zahid Ghadialy

The above presentation is available to download from Slideshare here.

The agenda for the conference is available here. I am also chairing track 4 on day 1, "Where next for devices" so please feel free to join us in the discussion if devices are an area of your interest.

You can also connect with the other attendees of the conference on Linkedin here.

Finally, here is my summary of the event from last year. I look forward to meeting all of you who will be attending this event.

US Trends and Updates on Mobile Broadband, VoIP and Mobile Service Status

Presentations From the 2nd FOKUS FUSECO Forum 2011, Berlin 17-18 Nov. 2011

Mobile Service Status and Trends in the US

View more presentations from Zahid Ghadialy

Mobile Broadband and VoIP in the US: Trends and Updates

View more presentations from Zahid Ghadialy

'Internet Trends' and 'Mobile Internet Trends' by Mary Meeker

Came across this article from InformationWeek based on this presentation by Mary Meeker. Few points to note from the article:

Mobile: Mobile subscriber growth is continuing at a pace that matches the meteoric rise of Internet adoption, a rate that puts other technologies like TV to shame. Meeker cited 35% year-on-year mobile 3G subscriber growth and noted that smartphone shipments have surpassed feature phone shipments in the U.S. and Europe. She also highlighted the explosive growth of iPhone, iPad, and (particularly) Android.

User Interface: Interface matters. "Before Steve Jobs, computers were utilitarian tools for computation," said Meeker. "After Steve, computers became beautiful objects we could use in thousands of ways to aim to make life better." In the wake of the iPhone and the iPad, there's a revolution in the way we interact with computers, through touch and voice, while mobile. "We think the next big things are the things on the sides of your head," said Meeker. "Those would be your ears." She was referring to the innovation seen in voice recognition, sound creation and sharing, and audio interfaces like headphones recently.

America Leads In Mobile Innovation: Despite the general economic doldrums in the U.S., American companies are leading the way toward the mobile era. Made-in-the-USA smartphone operating systems--Android, iOS, and Windows Mobile--have gone from 5% market share in 2005 to 65% today. "The pace of innovation in Silicon Valley may be unprecedented," said Meeker.

Mobile Devices Are Empowering People: Some 85% of people in the world have access to the wireless grid, more than have access to electricity. Over 200 million farmers in India receive payments via mobile devices. Meeker pointed out how instrumental such devices have been during disasters like the March earthquake and tsunami in Japan. "When people look back at this era that we're living in now, they'll say this was the time people got empowered by mobile devices," said Meeker.

The video of her talk is embedded below:

Couple of presentations from her are embedded below:

Mary Meeker - Internet Trends 2011 KPCN 18 oct 2011

View more presentations from ceobroadband

Mary Meeker - Top Mobile Internet Trends - 10 feb 2011

View more presentations from ceobroadband

Telenor: Trends of Mobile Services

ALL FOR BROADBAND Conference Budapest 3 march 2011 TELENOR

View more presentations from ceobroadband

Global Mobile Industry assessment for H1 2011 by Chetan Sharma

State of the Global Mobile Industry - Chetan Sharma Consulting

View more presentations from Chetan Sharma

The size of Mobile Market (Amazing Pic)

Click on the photograph to view the larger version. I assume, its self explanatory.

Via: Mr. Mobile Blog

Mobile Phones transforming Africa

Interesting article from The Guardian:

The mobile phone is turning into Africa's silver bullet. Bone-rattling roads, inaccessible internet, unavailable banks, unaffordable teachers, unmet medical need – applications designed to bridge one or more of these gaps are beginning to transform the lives of millions of Africans, and Asians, often in a way that, rather than relying on international aid, promotes small-scale entrepreneurship.

While access to a fixed landline has remained static for a decade, access to a mobile phone in Africa has soared fivefold in the past five years. Here, in one of the poorest parts of the globe, nearly one in three people can make or receive a phone call. In Uganda, almost one in four has their own handset and far more can reach a "village phone", an early and successful microfinance initiative supported by the Grameen foundation.

One recent piece of research revealed how phone sharing, and the facility for phone charging, has been an engine of this small-business revolution. Particularly in rural areas, a small investment in a phone can first create a business opportunity, then maximise its reach by overcoming the possible limitations of real or technological illiteracy – because the phone operator can make sure the call gets through, and can cut off the call at exactly the right moment to avoid wasting any part of a unit. And what a difference a phone call can make.

Often the mere fact of being able to speak to someone too far away to meet with easily can be a transforming experience. For fishermen deciding which market is best for their catch, or what the market wants them to fish for, a phone call makes the difference between a good return on the right catch or having to throw away the profit, and the fish, from a wrong catch. For smallholders trying to decide when or where to sell, a single phone call can be an equally profitable experience.

But establishing market conditions is just the start. Uganda has pioneered cash transfers by phone through the innovative Me2U airtime sharing service, which allows a client to pay in cash where they are and transmit it by phone to family or a business associate hundreds of miles away. They receive a unique code that they can take to a local payment outlet to turn into cash.

But the market leaders are M-PESA, a mobile money system set up by Safaricom, in its turn an affiliate of Vodafone, in Kenya (although it operates in Uganda now too). Less than three years old, it has 7 million customers and, according to some sources, processes as much as 10% of Kenya's GDP.

At a recent International Telecommunications Union session, Nokia's Teppo Paavola pointed out that there are 4 billion mobile phone users and only 1.6 billion bank accounts. The huge scope for providing financial services through mobile phones represented by that differential is a tempting prospect for the big players.

But, as one British contender, Masabi, has discovered, it is one thing to develop a secure mobile payment system like their Street Vendor - which works on old handsets and in most scripts – and quite another to get a deal with the international financial regulators that police cross-border cash flows.

Masabi has worked with another UK company, Kiwanja.net, that aims to help NGOs and other not-for-profit organisations use mobile technology.

Ken Banks, founder of Kiwanja.net (Kiwanja means "earth" in Swahili) has pioneered a two-way texting system called FrontlineSMS that allows mass texting from a single computer-based source to which individual subscribers can reply.

So for example, health workers attached to a hospital in Malawi can "talk" to their base to seek advice, pass on news of patients' progress or ask for drug supplies. The data can be centrally collected and managed. All that's needed is a mobile signal – far more available than an internet connection.

FrontlineSMS is a free download: the aim is not to tell users what to do, but to help them work out how to apply the technology to their own problem.

The only barrier to even greater mobile use, apart from international financial regulations, are the taxes levied by national governments that can make the cost prohibitive. According to one recent report, despite exponential growth in countries like Uganda there is growing evidence that what for millions is a life-changing technology risks leaving out the poorest.

Mobile Trends in 2020

Mobile Trends 2020

View more documents from rudydw.

Morgan Stanley's 'The Mobile Internet Report'

A bit old but may be interesting for people who are interested in Stats. Back in Dec. Morgan Stanley released a report titled 'The Mobile Internet Report' which is probably one of the biggest collection of mobile Stats.

According to Tomi Ahonen:

The report while they call it a 'mobile internet' report - is in fact, a report on smartphone based use of browser data services. It is very US centric, but is global, and it is far too obsessed about the iPhone. And it disappoints me, that while the report writers are very aware of simpler technologies, even when they discuss the Emerging World, they obsess about 3G, which will not be a meaningful part of the internet experience in places like Africa for most of the next decade..

But it does discuss SMS to some degree, and briefly mentions MMS and 'non 3G' internet such as in China (ie WAP). It is also very good making analysis of Japan's mobile internet (including i-Mode before 3G). Totally worth downloading and reading.

Now a few key highlights. The total mobile data industry for 2009 worth... 284 Billion dollars. Wow. Morgan Stanley says it grew 20% this year (while the global economy shrunk 5%). For those who were looking for regional splits of phone market shares or smartphone market shares - this report has them. It says that the modern smartphone is equivalent to a desktop PC 8 years ago in performance. Haha, fave topic of mine - they also say that for internet content consumption - the mobile is 'better' in at least four areas (but not in every case). These 4 are email, VoIP, news and social networking. And they tell us that the value of paid digital content on mobile phones is 4x as big as the value of paid digital content on the PC internet.

And yes, hundreds of more data points, stats and tons of good graphs to help explain. Totally worth downloading, reading and quoting. Enjoy

You can download the report from here.

“Your Wireless Future” at “Tomorrow’s Wireless World”

This one is from Chetan Sharma's blog (via Forox). The following is an extract from his blog:

Earlier this week, I had the distinct honor of moderating a panel of some of the most eminent senior wireless research scientists and CEOs of wireless companies from Finland where we explored the future of the wireless landscape from user interface to reduction in carbon footprint to privacy and security issues and much more.

Many people might not be aware but the City of Oulu in the central part of Finland is a leading epicenter of wireless activities with many major industry players setting up shops for doing R&D work. In fact, it is quite likely that one of the companies out of Oulu has had an impact in some way on the mobile phone you have in your pocket (and we are not including Nokia).

The topic of our panel was “Your Wireless Future” – a broad topic that is always difficult to cover in 60 minutes or less.

I started by asking the panelists about what in their view have been some of the defining trends over the last 12 months. Summary of answers – iPhone; android; move towards full mobile browser; browser will reduce fragmentation and more innovation will happen on this front; with the rise of smartphones, security and privacy have become an issue,

Some other salient points (read issues and opportunities) from the discussion:

• It is forecasted (by WWWRF) that in another 10 years, we will have 1000 radios per every subscriber. That would translate into few trillion nodes around us. The level of complexity and carbon footprint will be enormous. One has to figure out a way to address both.
• City of Oulu has first of a kind experiment with NFC where the technology has been embedded in day-to-day life from home, school, train station, restaurant, probably every object in the city. Pretty interesting experiment that will lead to interesting use cases and technology implementations.
• There are so many protocols being integrated into the device that hackers are targeting not only the data but the protocol weaknesses to gain access. IT finally starting to address smartphone issue in their networks.
• The role of Cognitive radio and SDRs will gain prominence as more access technologies get introduced.
• In a ubiquitous environment with finite spectrum, “sensing” technologies will have a great role in optimization. Sense and do the best for the consumer, the device, and the network. Hyper connectivity will become the norm.
• In addition to touch, gesture and face recognition will add to a better multimodal experience.
• Mobile payments is coming and going to make a big impact. We have to of course sort out the business models.
• 3Cs of mobile – convergence, context, and community (Nokia’s Mantra).
• The very business of R&D has changed significantly with corporations choosing to outsource R&D and the cycle of concept to market launch has shrunk from 6 years or more to 12-18 months.
• More innovation will come from integration of existing technologies rather than some big breakthrough.
• Demand for bandwidth will keep growing.
• Significant opportunities in medicine, enterprise, and other industry verticals.
• In developing countries, while consumers are willing to pay for expensive devices, they don’t have any appetite for expensive service plans.

Some discussion points from Craig’s (Dr. Craig Barrett, Chairman of Intel Corporation) and our Q&A session:

• World will go to free MIPS and free baud (computing and communications). What happens then?
• Moore’s law is good for another 15 years based on 5 generation of future chipsets that they have in the labs. And it will probably keep going after that.
• Awareness of context really important.
• Many types of devices will proliferate including MIDs, education devices, some designed specifically for special purpose (medical monitors) and geographies (emerging markets).
• Global challenges are education, health, computing, and communication.
• In the developed world, wireless technology can help reduce the cost which is increasing at the rate of $200B/year and in the developing world, technology can help provide access to health care.
• Convenience and access trumps security concerns.
• Areas of opportunities – Telemedicine, education, economic development, governance, energy and environment.
• This is Craig’s 11th recession. Principle to tackle has been the same every time. You cannot save your way out of recession. You can only innovate out of a recession. Intel R&D budgets will remain the same.
• Innovation is key to surviving and competing in the global economy, now more so than ever.
• The fact that so much can be done in these tiny piece of electronics is just amazing and the drive to do better and more using technology keeps him going, keeps him inspired.

I am looking forward to an interesting future ;)