2010년 10월 28일 목요일
Oct. 27: What We’re Reading About Infrastructure
Can Intel and $50B in IT Budgets Achieve Open Clouds?
Cloud 2015
Intel’s Cloud 2015 vision – which aims to achieve cloud federation (read “interoperability”), automation and device-awareness – is almost entirely in Intel’s court. Considering its prevalence in devices from servers to netbooks, Intel can almost singlehandedly accomplish all of the goals at the hardware level, although it still will need plenty of support from the software community. However, as certain antitrust allegations against Intel (sub req’d) illustrate (in which server makers Dell, HP and IBM allegedly abandoned planned AMD offerings at Intel’s behest), the company does have the cachet to affect product strategies. I’m not inferring any illegal activity, but rather pointing out that if anyone has the might to convince IT vendors, cloud providers and device makers to collaborate on standards and interoperability, it’s Intel.
Read more...Secret iOS Dev Conference to be Held Next Week
The Business Insider is reporting that Apple will host a select group of iOS developers in California next week, beginning Tuesday and running for three days for a special developer summit. The source wasn’t very forthcoming with details, but the central thrust of the conference appears to be improving iOS app quality to better compete with Android.
Apple is supposed to release version 4.2 of iOS in November, so a summit prior to that update makes a lot of sense. For the first time, the iPad, the iPhone and the iPod touch will all share the same version of iOS. A huddle session with Apple’s biggest and brightest will help make sure the transition goes smoothly, and could help inject some fresh energy into the App Store, too.
Mobile Advertising Industry to Reach $24 Billion by 2015
Any doubts that mobile advertising is big business should be crushed by the most recent research from Informa Telecoms & Media which found that mobile ad revenue will reach $3.5 billion worldwide this year.
What's more, by 2015, revenue will have increased eight-fold to around $24 billion, thanks in part to efforts from Apple and Google, namely, says Informa.
This current report is referring to the entire mobile ad industry, not just in-app advertising, it appears. In-app ads, however, are expected to reach $8 by 2015, according to Borrell Associates.
Revenues Climb
In Informa's latest report, the firm says that Apple's iAd platform launch has prompted rivals, including Google, to speed up their own strategies. Informa senior analyst Shailendra Pandey notes that Google's AdMob acquisition "is on track to generate $1 billion in revenues from mobile in 2010, a significant portion of which will be mobile advertising revenues." Also, Google has reported a 500% increase in mobile search queries between 2008 and 2010, the report's author notes.
Informa is forecasting that, over the next 12-18 months, the mobile advertising market will begin a sustained period of consolidation where bigger players will hunt for smaller companies that can be easily integrated into their platforms.
Pandey also says that the mobile advertising industry is no longer in its "experimental" phase, but is rather an active market seeing large investments in mobile campaigns on a regular basis. "The investments from big players such as Google and Apple validates the market opportunity," Pandey added. This has resulted in "brands and agencies more actively considering mobile for their campaigns," he concluded.
Report: Apple Building Own SIM Card for Fast Carrier Swapping
Apple is believed to be working with SIM-card manufacturer Gemalto to develop a SIM card built into the iPhone, making it easy for phone owners to use a carrier of their choice. Gemalto is the company that sued Google, Motorola, HTC and Samsung on Monday over alleged patent infringement in Android.
GigaOm's Stacey Higginbotham reports today that sources tell her the device is being built for European markets, where carriers are more competitive and the iPhone has largely lost its exclusivity already. Imagine, though, if such technology were to come to US markets. Built-in choice of carriers could increase competition, drive down data prices and potentially impact limitations on what kinds of apps are allowed on the iPhone, in as much as carriers object to things like VOIP and tethering.
Higginbotham writes:
The Gemalto SIM, according to my sources, is embedded in a chip that has an upgradeable flash component and a ROM area. The ROM area contains data provided by Gemalto with everything related to IT and network security, except for the carrier related information. The flash component will receive the carrier related data via a local connection which could be the PC or a dedicated device, so it can be activated on the network. Gemalto will provide the back-end infrastructure that allows service and number provisioning on the carrier network.