20050730

Zero noodle. Korea goes South.

Wireless goes TV : the latest Samsung TV phone for TU Media has a stand so that the user can watch it without holding it. Next disruption ? I suggest the integration of the "mobile TV" in a 1950s piece of furniture...
TV goes wireless : China's Haier claims the world's first UWB HDTV. Remember the first 802.11b TV ? I don't give a damn which techno makes it provided "zero noodle" happens before "zero paper".
Korea goes South :

  • It may take BenQ some time to catch up with LG and Samsung in the mobile handset business, but Taiwan is already ahead of Korea as far as LCD screens are concerned.
  • One year after turning down Qualcomm's EV-DV chip, LG Telecom will fulfill his 3G duties in Korea with Qualcomm's EV-DO revision A erzatz (EV-DO rA ble ?). Sign of the times : LG just applied for a wireless license in China and among the 8 players to apply, only Amoi prefered CDMA to GSM.

Japan goes West : Mobile payment 1 : 0 Mobile philantropy (injury time).

  • NTT DoCoMo are pushing as hard as ever in the mobile payment arena. One day after clinching a deal with East Japan Railway on common infrastructures for Suica and Osaifu Keitei, they announced a JV with ULTRA d.d.d., the Slovenian owner of Telargo (a mobile assets management specialist of which DCM will take 49%) and the much more interesting
M-PAY...
  • While DoCoMo are pushing, Arun Sarin is considering an end to the Vodafone Ka Ka in Japan.
  • West meets East : China Netcom and Telefonica decided to work together on their core businesses and, more spectacularily, to share managerial best practices and seats at each other's Boards and Committees. The Carlos Goshn's effect ? Expect some wireless byproducts (Goshn in a clamshell ?).



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