In my previous article on convergence, I discussed the mobile baseband radio. While the WAN capability is most important, it also needs to be complemented by the so-called connectivity solutions. WiFi, bluetooth, GPS, FM and mobile TV have increasing penetration in the higher-end phones and will be a part of the convergence devices of tomorrow.
WiFi can facilitate seamless mobility for your voice call while also offloading internet browsing from the cellular network when you are near a wireless hotspot. WiFi can be used in conjunction with cellular systems today to enable fixed-mobile telephony convergence [FMC]. There are dual mode handsets that can offload the burden on cellular networks, address in-building coverage issues and also switch your call seamlessly between the Wide-Area Network [WAN] and the Local Area Network [LAN].
Bluetooth as a short-range wireless technology has carved itself a niche, especially in the headset market. Legislations mandating in-car hands-free driving is one of the trends that will drive bluetooth penetration into mobile devices. The bluetooth standard has been improved to handle more sophisticated use cases such as stereo audio and high-speed data transfer. While some use cases overlap with those of WiFi, the audio profiles of bluetooth will find a unique place in the convergence movement.
GPS will help enabling location-based services [LBS]. Like the GPS companies would like to say, tomorrow will not just be about when but also about where. GPS will be part of most if not all mobile devices in five years. Qualcomm (QCOM) has been bundling GPS with its chipsets for a while now with the hope that LBS will become more important that the mandatory E911 services. You can also look at GPS in your convergence device as the merger of the PND with the mobile phone. Garmin (GRMN) is attempting just that with its Nuvifone.
Mobile TV, for me, is perhaps the least exciting of the major convergence devices components. The reason is display. Display technology today is a far cry from enabling a good TV experience in your hand-held. Realizing this impediment, companies like Qualcomm are investing in display technology. High quality displays such as Qualcomm's Mirasol along with features such as retractable thin screens and a wide network coverage can help change the picture (pun intended).
FM will also become a staple. Besides these technologies, we can also think of Zigbee, RFID, UWB as other candidate radios that can convergence in your mobile device. These may come as part of a second wave that will seek to converge home networking as well.
[All thoughts expressed here are those of the author's and do not necessarily reflect those of either Atheros Communications or TensorComm Inc.]
Disclosure: None
Get Seeking Alpha Free Stock Alerts by Email!
Get Free Stock Alerts by Email!
ETFs In Focus
-
Editor's Picks
-
Most Popular
- Apocalypse Dow: The Search for Scapegoats
- Reading the S&P 500's Crashing Waves
- On a Return to Normalcy: Dow 8,500
- Looking Back at Lehman: Lying, Scapegoating and a General Lack of Accountability
- iShares ETF Tracking Error: Risks and Explanations
- U.S. vs. the World: Sectors Matter
- Full list of Editor's Picks »
- Nation's Debt: It's Not Being Rescued, It's Being Moved Around »
- Crazy P/E Ratios »
- Clueless - Cramer's Mad Money (10/8/08) »
- Cramer: Dow Could Drop Another 14%, Oil's Going to $50 »
- Wall Street Breakfast: Must-Know News »
- Roger Wiegand: 'Severe Bull Market' Ahead for Gold »
- Awaiting Apple Earnings and Guidance »
- Four Ways to Protect Money During the Fallout »
- Cramer Should Be Suspended »
- Ford, GM on the Chopping Block? »
- Earnings Preview: General Electric »
-
Long Ideas
-
Short Ideas
-
Cramer's Picks
- 'When There's Blood in the Streets', Buy Biotech Stocks
- Midstream MLPs Crashing, Present Opportunity
- A Fresh Look at Shipping Company Stocks
- Panic Selling in InterOil: What Now?
- Potash Corp.: No Liquidity Problems Here
- The Year of the Bear
- Cobalt: More Than Just Blue
- Investors Can Find Comfort in Big Blue
- Hershey: The Perfect Recession Investment?
- Applied Materials Leads by Example
- Full list of Long Ideas »
- The Short Case for General Electric
- Too Late to Short SPY? An Historical Perspective
- Henderson Group: Profit Warning Surprises Short Investors
- Decreasing Chipotle Traffic Could Spell Trouble
- Why I Sold Lowe's Short
- Accor, Host and Marriott: Short Interest Heats Up
- Global Financial Crisis Makes Oil a Great Hedge
- Michael Page International: Stock Down on Market Weakness
- Gaming Stocks Still a Poor Bet - Barron's
- After Coming Rate Cuts, Some Appealing Short ETFs
- Full list of Short Ideas »
- Bulls Take a Stand - Cramer's Stop Trading! (10/10/08)
- Clueless - Cramer's Mad Money (10/8/08)
- Torpedo Dry Ships - Cramer's Lightning Round (10/8/08)
- Chocolate Lover - Cramer's Mad Money (10/7/08)
- Yield is King - Cramer's Lightning Round (10/7/08)
- Goldman Disses Solar - Cramer's Stop Trading ! (10/7/08)
- Time to Hoard Cash - Cramer's Mad Money (10/6/08)
- Buyers On Strike - Cramer's Stop Trading! (10/6/08)
- Still Bullish on RIMM - Cramer's Lightning Round (10/6/08)
- The Cramer Crash?
- Full list of Cramers Picks »
Trading Center
Hedge Fund Jobs
Job Seekers: Search jobs by category, get job alerts by email or live feed, apply online See full list of jobs »
Employers: See all recruitment options, get applications online or by email Post a job »


