20050504

Hardware behind, hard work ahead

The very day TU Media's satellite DMB service was launched, SK Telecom sold their handset manufacturing unit SK Teletech to Pantech & Curitel (P&C moves closer to the Samsung - LG duo but remains a relatively small player internationally). Whatever happens to Moneta ? Dongles can be found all over Korea and mobile banking / finance seems catching but SKT may end up joining the Sony - DoCoMo felica stream.
Anyway SKT confirm their switch from customer-techno-centric to customer-content-focused ambitions, and Hallyuwood should bring better differenciation and higher added value in the long term provided the MNO manages to lock a nice position there. Their market share is shrinking but still strong and this is certainly not the time when short term shareholder ROI should be put first.



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