October 11, 2010 Executive Technology Strategies ets 10-10-06
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- Cal Braunstein, Chief Research Officer
- Non-handset Devices Drive Baseband Market Growth
This week, Experture/RFG highlights the following topics
RFG believes the rapid uptake and availability of Google's freely-available and highly-customizable smartphone platform is sending pronounced ripples through the market. Despite Apple's current strength and momentum, Android adoption rates and developer dissatisfaction with Apple's processes are beginning to take their toll. Apple has just recently re-allowed the use of write-once, run-many application development platforms; however, the difficult and slow approval processes, as well as it's notoriously protectionist attitudes will prevent it from retaining its current spot atop the smartphone pile. Customers and developers alike are responding to the strong open source platform where restrictions in application design, device form factor, and user interface are not limited to a single all-powerful source. As smartphone management and security technologies become increasingly mainstream, IT executives are encouraged to allow a manageable number of smartphone platforms and form factors to become enterprise standard. Motorola's new Droid Pro is a prime example of this freedom, as the yet-unavailable device is already making waves thanks to its design. Unlike most competitive touch screen with or sans slide-out keyboard, a lot of the Droid Pro's attention is due to its throwback design modeled on traditional BlackBerry devices. The combination of Android platform, hard keyboard, and enterprise management capabilities offer a compelling product set that RFG expects to find an attentive audience. Once downtrodden Motorola is a working diligently to make a comeback on Android, and IT executives are advised to engage the company to understand its evolving product portfolio and enterprise capabilities. (Mobile security and management vendor Good Technology, Inc. was a Motorola company, but was sold in February, 2009.) The vulnerability in the encryption used by BlackBerry's backup routine is the first real chink in RIM's long-held mobile security armor. Since the exploit requires access to either a backup file or an unlocked device with which to make a backup, IT executives should not be greatly concerned by this flaw. Fixing this exploit should be simple for RIM, and RFG expects to see a patch available for soon for the BlackBerry Desktop software. Since old backups will remain vulnerable, they should be deleted once this fix is available.
RFG believes the Storwize launch is the start of IBM's new approach to gaining market share in the mid-tier market as well as recognition that users want storage management simplified. Users need to see the ratio of terabytes to administrators grow significantly every year over the foreseeable future and that will only happen if vendors enhance storage management automation. IT executives can expect to see IBM extend these easy-to-use functions to all of its storage product lines as well as adoption of similar capabilities by other top tier storage vendors. Cisco's new security appliance is another approach at simplifying the data center, except in this case it is for security and not storage. Cisco's new offering combines a firewall with a VPN and an intrusion-protection system for a high volume environment. This appliance will allow companies with high-end security requirements to acquire a packaged offering that will reduce the cost of security. Meanwhile, Cisco's newest AnyConnect client delivers on the company's "borderless networks" mantra. Since more than one-third of the vendor's traditional VPN client base has switched over to AnyConnect, the product should be very well received. On the other hand, Oracle is starting to fulfill its prophecy – the one uttered when it acquired Sun. MySQL is too valuable of an asset to waste and Oracle wants to improve its return on investment. IT executives should not accept Oracle's initial pricing scheme; there is always room to push back and since this is a new gambit, there should be plenty of maneuvering room. IT executives should look for a deep discount or improvement in other terms once Oracle starts its round of price actions. CommVault's strategy of deduplication at the source and target should be well received by users. IT executives now recognize the value of compression and deduplication and if CommVault can demonstrate it can handle source deduplication without a performance hit, then IT executives should include Simpana on their short list of data protection solutions.
Broadcom remains well behind the top four but its baseband revenue did grow by 245% year-on-year, as it gained new design wins at Nokia and Samsung for EDGE and W-CDMA. Also making progress were Spreadtrum of China, Marvell, the 'other CDMA supplier' Via Telecom, and the UK's Icera, which has a software defined strategy for LTE. Renesas' baseband revenues were down slightly but this should reverse after its takeover of Nokia's own baseband activities and its LTE design alliance with the Finnish giant.
This solution is called NOVES and is being developed by various North American safety organizations plus wireless groups like 3GPP. This could be applied to other countries too. Android Power Surges, BlackBerry has a Sore Spot Lead Analyst: Adam Braunstein Developer support for Google Inc.'s Android platform is intensifying as an increasing number of software vendors believe Android has both the appeal and openness to dominate the market in the long term. Elsewhere, details of the new Motorola Inc. Droid Pro reveal real potential to compete in Research in Motion, Ltd.'s (RIM) enterprise turf while a vulnerability in the BlackBerry Enterprise Desktop software's backup routine can be exploited to reveal user data. Focal Points:
RFG believes the rapid uptake and availability of Google's freely-available and highly-customizable smartphone platform is sending pronounced ripples through the market. Despite Apple's current strength and momentum, Android adoption rates and developer dissatisfaction with Apple's processes are beginning to take their toll. Apple has just recently re-allowed the use of write-once, run-many application development platforms; however, the difficult and slow approval processes, as well as it's notoriously protectionist attitudes will prevent it from retaining its current spot atop the smartphone pile. Customers and developers alike are responding to the strong open source platform where restrictions in application design, device form factor, and user interface are not limited to a single all-powerful source. As smartphone management and security technologies become increasingly mainstream, IT executives are encouraged to allow a manageable number of smartphone platforms and form factors to become enterprise standard. Motorola's new Droid Pro is a prime example of this freedom, as the yet-unavailable device is already making waves thanks to its design. Unlike most competitive touch screen with or sans slide-out keyboard, a lot of the Droid Pro's attention is due to its throwback design modeled on traditional BlackBerry devices. The combination of Android platform, hard keyboard, and enterprise management capabilities offer a compelling product set that RFG expects to find an attentive audience. Once downtrodden Motorola is a working diligently to make a comeback on Android, and IT executives are advised to engage the company to understand its evolving product portfolio and enterprise capabilities. (Mobile security and management vendor Good Technology, Inc. was a Motorola company, but was sold in February, 2009.) The vulnerability in the encryption used by BlackBerry's backup routine is the first real chink in RIM's long-held mobile security armor. Since the exploit requires access to either a backup file or an unlocked device with which to make a backup, IT executives should not be greatly concerned by this flaw. Fixing this exploit should be simple for RIM, and RFG expects to see a patch available for soon for the BlackBerry Desktop software. Since old backups will remain vulnerable, they should be deleted once this fix is available. Leading Vendors Attack New Markets Lead Analyst: Cal Braunstein IBM Corp. announced a new disk storage system targeted at midrange enterprise customers; while Cisco Systems, Inc. released a new multi-security appliance and its latest security client for mobile devices. In other news, Oracle Corp. warned MySQL customers of unspecific price hikes in the near future, and CommVault Systems, Inc. announced its ninth major release of Simpana. Focal Points:
RFG believes the Storwize launch is the start of IBM's new approach to gaining market share in the mid-tier market as well as recognition that users want storage management simplified. Users need to see the ratio of terabytes to administrators grow significantly every year over the foreseeable future and that will only happen if vendors enhance storage management automation. IT executives can expect to see IBM extend these easy-to-use functions to all of its storage product lines as well as adoption of similar capabilities by other top tier storage vendors. Cisco's new security appliance is another approach at simplifying the data center, except in this case it is for security and not storage. Cisco's new offering combines a firewall with a VPN and an intrusion-protection system for a high volume environment. This appliance will allow companies with high-end security requirements to acquire a packaged offering that will reduce the cost of security. Meanwhile, Cisco's newest AnyConnect client delivers on the company's "borderless networks" mantra. Since more than one-third of the vendor's traditional VPN client base has switched over to AnyConnect, the product should be very well received. On the other hand, Oracle is starting to fulfill its prophecy – the one uttered when it acquired Sun. MySQL is too valuable of an asset to waste and Oracle wants to improve its return on investment. IT executives should not accept Oracle's initial pricing scheme; there is always room to push back and since this is a new gambit, there should be plenty of maneuvering room. IT executives should look for a deep discount or improvement in other terms once Oracle starts its round of price actions. CommVault's strategy of deduplication at the source and target should be well received by users. IT executives now recognize the value of compression and deduplication and if CommVault can demonstrate it can handle source deduplication without a performance hit, then IT executives should include Simpana on their short list of data protection solutions. Non-handset Devices Drive Baseband Market GrowthBy Caroline Gabriel, Rethink Associates Non-handset mobile data devices are proving to be the big growth engine for device makers in late 2010 and 2011, and this is reflected in the cellular baseband chip market too. While unit shipments were up 23% in the first half of 2010, compared to the year-ago period, non-handset basebands outperformed this curve, and accounted for 12% of total revenues as of mid-year. Focal Points:
Broadcom remains well behind the top four but its baseband revenue did grow by 245% year-on-year, as it gained new design wins at Nokia and Samsung for EDGE and W-CDMA. Also making progress were Spreadtrum of China, Marvell, the 'other CDMA supplier' Via Telecom, and the UK's Icera, which has a software defined strategy for LTE. Renesas' baseband revenues were down slightly but this should reverse after its takeover of Nokia's own baseband activities and its LTE design alliance with the Finnish giant. SMS Cannot be Trusted for Emergency Communications Lead Analyst: Caroline Gabriel, Rethink Associates The wireless trade association, 4G Americas, has warned of the risks of relying on SMS or instant messaging to contact emergency services, an issue it says is increasingly urgent for safety and cellular groups. Focal Points:
This solution is called NOVES and is being developed by various north American safety organizations plus wireless groups like 3GPP. This could be applied to other countries too. 
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