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Apple's iPad: No Revolution, but a Potential Revenue Driver for Mobile Operators
Pyramid Research, Inc., April 2010, Pages: 10
Mobile operators will be among the biggest beneficiaries of the Apple iPad's success, thanks to the iPad's use of mobile data services to access applications and digital content, according to a new report.
Apple's iPad: No Revolution, but a Potential Revenue Driver for Mobile Operators analyses the impact of the iPad primarily on mobile operators, but also on device vendors, publishers, and developers. This 12-page report summarizes the impact the device has already had on mobile communications providers and looks into possible future developments. The report looks at the impact on the device industry, comparing the iPad against other e-reader products, and expected competitor reactions. Finally we look at the impact on other content industries, and the reaction of game developers, online video service providers, and newspaper publishers, and how whole new content categories are already emerging. Download an excerpt of this report.
Pyramid believes the iPad has created a new mass market for tablet devices. 'Early adoption of the iPad has been promising, and device competitors will release products to fit different price points and feature requirements,' says Jan ten Sythoff, Analyst at Large and author of the report. 'Content is already widely available in a number of forms, including e-books and iPhone applications (both iPhone-specific and iPad-specific), while development of new content categories shows much promise.'
'These factors will drive demand for data access, and the iPad along with similar devices provide a compelling new opportunity for mobile operators to increase data subscriptions and hence revenues,' says Sythoff. Mobile operators are already lining up to sell mobile data packages for the iPad. 'The first will be AT&T, which will enjoy device exclusivity in the U.S. market, as it has with the iPhone, while Hutchison 3G Austria announced it will subsidize the device on a two-year contract, charging €29.90 for 5GB per month; it will include a 3G/WiFi modem to allow iPads with only WiFi built in to connect to the mobile network.'
Apple's iPad: No Revolution, but a Potential Revenue Driver for Mobile Operators is part of Pyramid Research's Global Telecom Insider report series.
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