GLG News by GPS Hardware Trends Experts: Retailers and Technologists

GPS integration into mobile handsets will significantly increase the unit shipments for GPS. However, the form that GPS takes will determine the effective ASP of the GPS technology. Both the unit shipments and the effective ASP are key elements in determining the future of GPS technology suppliers.

It's essential to Google that they conquer mobile despite the many concerns of wireless carriers. Wireless carriers need to get mobile data to keep growing as voice ARPU saturates but most are scared to death about being relegated to a dumb pipe like the PC Internet became. Customers and developers...

Nokia has recognized that terminal products are more than phones since they provide the user's personal access point to all services.  To speed time to market for consistent services via Nokia terminals, there is a need for presence in multiple levels of the value chain.  This move...

1. There is a lot of noise about WiMax being 4G technology for mobile devices including cellular phones. While this is probably true Wimax standard is not finalized yet and this fact makes the technology developers a risky companies to invest in. 2. NextWave is spending huge amount of money...

Google are more than about search, that much has been clear for a while.  But Google are more than applications.

You can't un-ring the bell! Customers who buy any new consumer electronics product know that the price will erode over some reasonable period of time. This extraordinarily fast price drop hurts all manufacturers of comsumer electronics products. Now Apple is in a quandary, they can't ever do this again...

BOM and Cost of Typical Cell Phone Bill Of Materials (BOM) for cell phone is constantly falling. This is especially true for gsm/gprs/edge phones built in high volumes. I summarize the BOM cost of typical and mature phone based on Nokia 7820. Nokia 7820 is the mid/high end phone that has been introduced...

With volumes increasing, competition is likely to increase How will the PND market evolve and compete against other portable devices

* Is Nokia's brand strength enough to make it competitive in the PND space? * Beside brand, what value will they bring?

Nokia has expanded their GPS cell phone and GPS PDA product line to a pure Portable Navigation Device (PND). Nokia is now directly participating in the >100%/yr growth, multi-billion $PND market to vendors like Tom Tom, Garmin and Magellan as well as other consumer electronics manufacturers...