20090105

iLife '09 - no Jobs in sight

Steve Jobs uploaded "Hormone Imbalance" and some wonder whether it's a Wii Fit bug or the Apple Store's next killer application. Looking for clues ? SJ was not there to talk about iLife '09.

A new ultra flat TV screen for Samsung, a web enabled Broadband HDTV for LG (forget about browsing but you can enjoy VOD with Netflix Watch Instantly) : Korea Inc opened its IPTV services ahead of the 2009 CES and it shows. Or kinda.

China ignited its 3G cube revolution too late or at the best possible moment... on time to bail out TD-SCDMA and China Inc anyway. About 53% of Chinese citizens don't have a mobile phone and we'll keep an eye on market shares :
- TD-SCDMA goes to leader China Mobile (over 450M customers - about 70% MS). Chinese manufacturers will have to make an effort to make competitive TD-SCDMA handsets (commercial trials only started last April)
- China Unicom inherits W-CDMA - an interesting window of opportunity, too late ?
- to China Telecom the LG Telecom curse (a CDMA2000 license)

Expect some action in Europe too. Let us see who the true survivors are.



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