GLG News by GPS and Cellphone Experts

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

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...

Mobile advertising is coming. Implementation will determine how successful this new revenue generator will be.

1) Palm’s Foleo was an ill-fated and short-lived project 2) Palm made the right decision by cancelling the Foleo and should instead focus on its core smartphone product line

1) iPod innovation continues 2) iPhone is facing pressure in a competitive mobile market

Cracking and unlocking phones is a continual activity in the mobile world. The latest revelation of a successful iPhone unlocking is unlikely to affect Apple or AT&T.

Apple has a leadership position in digital music distribution but is not making friends in the industry. This will likely come to a head as the music labels are trying to reverse their declining sales trend.

It seems inevitable - mobile phones will be in the hands of nearly everyone who can hold one and talk.

1) The mobile handset industry, now a 1.1 billion unit annual market, is continually evoloving, 2) Apple’s iPhone has raised the bar for the smartphone segment and its influences will be seen in forthcoming products

- The market is interested in the iPhone’s impact on Apple’s earnings - There is not enough data in this quarter’s earning to determine success or failure but there are several items to look for in the coming months