With Dan Bieler, Henry Dewing, Henning Dransfeld, Brownlee Thomas, and Michele Pelino
Vodafone hosted its annual global analyst event in London recently, and it was a good event. Vodafone’s CEO Vittorio Colao kicked it off with a passionate endorsement of Vodafone’s enterprise ambitions. But will Vodafone’s market position as a leading mobile telco give it a tangible advantage in the broader enterprise global telecoms marketplace? We believe there is a good chance it will because:
Vodafone’s integrated pitch is credible. Vodafone comes up in nearly every conversation with Forrester enterprise clients that want to consolidate vendors for multicountry or “global” mobility services. Increasingly, our clients also are asking about Vodafone’s wired services. And those based in the UK and Germany are the most interested in learning about what’s available and what’s coming with respect to fixed-mobile bundling. Vodafone made a big play on fixed-mobile integration, most notably with the acquisitions of Cable & Wireless and Kabel Deutschland. Its network now covers 140 countries, 28 of which support MPLS networks for mobile backhaul. Vodafone also has big plans for refreshing and expanding its international IP backbone network to more than 60 countries.
Apple launched its next-gen tablet, the new iPad, yesterday at a San Francisco event. Among the standout features includes a Retina display with 2048×1536 resolution, meaning that the new iPad has 1 million more pixels than a 1080p HDTV. Further, the device packs a dual-core CPU, a quad-core A5X graphics processor, LTE support, worldwide 3G support, and 10-hour battery life (nine hours on 4G). I expect that these upgrades will undoubtedly be enough to attract consumers and enterprises alike and further consolidate Apple’s resounding tablet market leadership globally.
So what will be the impact of the new iPad on the rapidly evolving telecom industry? I believe it will disrupt the market due to the following:
The As will rule the tablet market. The tablet market is moving towards a likely duopoly between Apple and Amazon due to their aggressive pricing strategies. Through Kindle Fire, Amazon has wiped out the competition in the sub-$199 price range while with the new iPad, Apple will knock out competitors starting from $499 upwards. Moreover, as iPad 2 will coexist alongside the latest incarnation and Apple will slash iPad 2 prices to $399, it reduces the market play of other OEMs such as Samsung even further.