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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: slacker711 who wrote (53710)4/4/2003 2:16:38 AM
From: Eric L  Read Replies (2) | Respond to of 54805
 
Wireless Data Hypergrowth (GPRS)

Finally ...

These are pretty pure wireless data numbers on the GPRS side, however small.

Note that it is impossible (so far) to get at pure 1xRTT wireless data numbers because nobody has yet reported 1xRTT subs that have a data subscription.

Also note that MMS subs are excluded (unfortunately) and that in GSM land there is no MMS without GPRS because GPRS is the bearer for MMS and MMS enables GPRS applications.

Making GPRS pay is a requisite to get beyond 2.5G and move to 3GSM WCDMA and royalty revenue flow to Qualcomm.

I find this encouraging (and thanks for reporting DoCoMo progress elsewhere).

>> GPRS Subscribers Grow by 47% in Q4 2002

EMC Cellular
April 2, 2003

e-searchwireless.com

[Interesting chart at link]

New statistics released by EMC indicate that GPRS subscriptions continue to grow quarter on quarter although still accounting for less than 1% of the world's GSM subscriber base. The data shows an encouraging increase in the number of GPRS users with 47% growth in Q4 2002.

The current figures exclude MMS only users, so that the size of the true GPRS data market can be measured.

"Many operators launched GPRS simultaneously with MMS accounting for the big jump in GPRS network launches in Q3 2002", comments Michèle Scanlon, Research Director, EMC.

GPRS service is available on 147 networks in 58 countries with 6.4 million subscribers, showing a 9% growth in GPRS launches in Q4 vs 19% in Q3 2002. <<

>> Steady Growth in GPRS Usage

The 802.11 Report
April 2, 2003

There is a steady increase in the number of mobile phone users subscribing to GPRS, even if the total number is still small, amounting to less than 1 percent of the number of GSM subscribers worldwide. EMC, which released the numbers, says that there are 6.4 million GPRS subscribers in Q1 2003, which is an impressive increase over the fewer than 2 million GPRS subscribers in Q1 2002. GPRS is available on 147 networks in 58 countries (a figure which will make Wi-Fi's supporters both envious and a bit anxious). EMC does not count those GSM subscribers who acquired GPRS connectivity because they joined an MMS (fototext) service and are not using it for anything else. There is little doubt that these numbers would be higher if mobile network operators understood the technology better themselves and were in a position to instruct users on how to connect by using GPRS. <<

- Eric -