All Americans To Have Mobile Phones by 2013

20 thoughts on “All Americans To Have Mobile Phones by 2013”

  1. I misread the title as “All Americans HAVE TO HAVE Mobile Phones by 2013″ like it was some kind of government mandate.

    I was thinking of an “improvement” to the national ID card. Not only will you be forced to ID yourself and let them always know where you are (through RFID), but you must also be available for propaganda… er public service… calls.

  2. I’ll add this to my collection of ridiculous prognostications that indicate we’re entering another tech bubble.

    17% of the US population is under 10 or over 80. And while a subset of those age groups do have cell phones, it’s small and will always be so (7% are under 5; I doubt even well-heeled toddlers in Palo Alto are sporting cell phones). For the Kagan estimate (“more than 100 percent”) to be true, a very, very large number of people would need to have two or more cell phones. And while having the latest gadget is mandatory for the digital elite, having two or more cell phones is a sign of insecurity.

  3. Kevin

    Good point. Of course mobile companies are counting on subscribers like me who are stuck with iPhone and need blackberry to really get email on the go. Anyway i think the point about younger people is a valid one, though in the aging population, i think it might not be the case, given the healthcare needs etc. my two cents.

  4. Interesting that they expect ARPU to grow. Wouldn’t it be logical that in a competitive market ARPU would drop? The marginal costs of adding extra customers is close to zero. Same goes for offering the customers more bits/minutes/services or better quality for the same price. Economic theory would therefore predict there would be pressure on margins.

    On top of this, there is a significant divide in the US between the haves and the broke poor. The bottom of the market is interesting, but for them prices do need to come down

  5. I think Mobility is hardly a competitive market and it’s not likely to change very soon. If it was so, iPhone would not create the mania it did. Mobile voice, on the other hand, is a commodity and the ARPU growth would definitely not come from voice. The growth opportunities in the mobile ecosystem are video, data, m-commerce, advertising, converged devices, localisation and personalisation to name a few off the top of my head. How much of this value is captured by the MNO is a different question.

  6. Data is not at 17% today in the US. Non-voice might be 17%, but that includes P2P SMS, which does not flow over the data channel and is not a “data service” in any meaningful sense of the word. The EU operators pushed this conflation when they were getting beat up in the markets for overpaying for spectrum early in the decade. “Hey, let’s call all that cheesy old SMS traffic ‘data’ and then we can claim ROI on those fancy new networks that we’re building out…”

  7. I am glad that mobile continues to grow. The mobile phone is becoming a wallet and a great way for people to help each other and increase the success of cause type campaigns. We definately see that in all our clients here at MobileCause.

    Connect. And Change the World!

    Sean
    mobilecause.com a mobile social enabler

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