Few days ago we discussed the Saturation in sales of High End SmartPhones. The high end consumer is complaining that the hardware spec is a marketing gimmick and refusing to upgrade. Amidst this backdrop, can the mobile handset makers give consumers a reason to buy new handsets ? ‘Battery Life Consumers' most frequent complaint about [...]

The higher data speed offered by 4G/LTE services is widely expected to boost mobile data usage. The launch of tiered data plans has given rise to optimism that operators can monetize this data opportunity and substantially drive ARPUs higher. However, we believe the emergence of innovative OTT applications and more ubiquitous WiFi technology could challenge [...]