XoIP Video/Audio over IP
GLOBAL IP SOUND TECHNOLOGY WILL SUPPORT MSN AND MICROSOFT OFFICE Real-Time Collaboration SERVICES
San Francisco, CA – July 13, 2005 –Global IP Sound (GIPS), a leading provider of embedded voice-processing solutions for the Voice over IP (VoIP) market, today announced an OEM license agreement with Microsoft for voice processing solutions. The solutions, which improve PC-to-PC voice quality, are expected to be used with MSN and Microsoft Office Real-Time Collaboration (RTC) solutions.
The MSN Service, which has more than 165 million active users each month, supports not only text instant messaging but also PC-to-PC voice and video services. MSN will use GIPS VoiceEngine, while RTC will take advantage of GIPS AEC (Acoustic Echo Cancellation) and GIPS AGC (Auto Gain Control) solutions to support those services for users that require high quality VoIP functionality.
“Microsoft’s adoption of GIPS technology for MSN and RTC is a major validation of our solutions and their ability to provide the best possible voice quality over the Internet,” said Gary P. Hermansen, President and CEO of GIPS. “There are over 200 million downloads of our software currently in market today, and the addition of Microsoft users further enforces our leadership as a provider of high quality VoIP software.”
GIPS VoiceEngine is a comprehensive, packaged VoIP solution created specifically for PC or PDA applications. It is designed to produce the best quality sound possible in Internet telephony, while simplifying the integration of speech codecs, communication with sound cards, real-time performance, RTP protocol handling and other voice-related tasks. GIPS AEC is optimized to eliminate echo caused by acoustic feedback in real-time communications in a PC environment. GIPS AEC is specifically designed for conferencing applications and hands-free environments. GIPS AGC is designed to enhance real-time two-way communications. The GIPS AGC algorithm automatically adjusts the level of an audio signal to achieve consistent and comfortable audio levels. In a VoIP environment, the audio levels are especially dependent on user audio settings, equipment type and surroundings. As a result, a quality AGC is essential in avoiding signal clipping or impractical low signal levels, especially in conferencing applications.
The value of the deal is not being disclosed.
Product and service names mentioned herein are the trademarks of their respective owners.
About Global IP Sound
Founded in 1999, Global IP Sound develops embedded voice processing technologies for real-time communications over packet networks. GIPS SoundWare™ provides better than PSTN voice quality and fidelity in end-to-end IP communications with robustness against packet loss. Global IP Sound’s world-renowned speech processing and IP telephony experts deliver these solutions to applications developers, gateway and chip manufacturers. Companies using GIPS SoundWare™ products include Nortel Networks, Skype, WebEx, Marratech, and other key players in the VoIP market. Global IP Sound is a member of the Intel® PCA Developer Network, the Motorola Design Alliance, and Texas Instruments’ third party developer network. Global IP Sound has headquarters in Stockholm and San Francisco. More information is available at www.globalipsound.com.
Wednesday, July 13, 2005
Thursday, June 09, 2005
BT delays Project Bluephone launch
XoIP Video/Audio over IP
BT delays Project Bluephone launch
Handset manufacturers given more time to develop UMA standards
Gareth Morgan, vnunet.com 20 Jul 2004
ADVERTISEMENTBT has delayed the launch of Project Bluephone, its package to offer fixed-line and mobile communication from the same device, to give handset manufacturers time to adopt the same standards.
The telco said that it now expects to launch the Bluephone service next spring. It had been due by the end of this year.
Alcatel, Ericsson and Motorola are currently working with BT to develop the Unlicensed Mobile Access (UMA) standards. BT claims the postponed Bluephone launch is to allow manufacturers to adopt UMA.
"This approach has ultimately resulted in the delay of a few months in our Project Bluephone launch but we firmly believe this is in the interests of our customers," said Steven Evans, chief executive of BT Mobile, in a statement.
Bluephone handsets use a Bluetooth wireless access point, either at home or in the office, and from there connect onto the fixed-line network.
If they move out of coverage range, they switch to Vodafone's GSM or 3G network.
BT delays Project Bluephone launch
Handset manufacturers given more time to develop UMA standards
Gareth Morgan, vnunet.com 20 Jul 2004
ADVERTISEMENTBT has delayed the launch of Project Bluephone, its package to offer fixed-line and mobile communication from the same device, to give handset manufacturers time to adopt the same standards.
The telco said that it now expects to launch the Bluephone service next spring. It had been due by the end of this year.
Alcatel, Ericsson and Motorola are currently working with BT to develop the Unlicensed Mobile Access (UMA) standards. BT claims the postponed Bluephone launch is to allow manufacturers to adopt UMA.
"This approach has ultimately resulted in the delay of a few months in our Project Bluephone launch but we firmly believe this is in the interests of our customers," said Steven Evans, chief executive of BT Mobile, in a statement.
Bluephone handsets use a Bluetooth wireless access point, either at home or in the office, and from there connect onto the fixed-line network.
If they move out of coverage range, they switch to Vodafone's GSM or 3G network.
BT promises Wi-Fi/GSM phone for Christmas Handy gift for the geek that has everything
XoIP Video/Audio over IP
BT promises Wi-Fi/GSM phone for Christmas Handy gift for the geek that has everything
Iain Thomson, vnunet.com 20 Apr 2005
ADVERTISEMENTBT has confirmed that it will have a combined Wi-Fi/GSM phone on the market by Christmas.
Speaking to vnunet.com at the Wireless LAN Event in London, BT's chief executive for wireless broadband, Chris Clark, confirmed the telco's plans to ship a hybrid handset this year.
"We'll have a seamless roaming GSM/Wi-Fi phone by the end of the year," he said.
"In five years' time they'll be very common, though not ubiquitous. Clutter from other Wi-Fi devices may slow growth, although I believe there's a technical fix for that."
Clark also committed BT to launching its Bluephone Project by the end of this spring, although he pointed out that, under the British calendar, spring does not officially end until June.
Bluephone is a handset that can connect to a traditional fixed line via Bluetooth, but switch to the GSM network when out of range of the house.
"Switching networks for mobile devices is key," said Andrew Allison, head of Intel's mobility group in the UK.
"But there are a lot of steps on the way to getting software-controlled radio like this. It's not just a question of sticking everything onto the chip and sticking it in a phone."
BT promises Wi-Fi/GSM phone for Christmas Handy gift for the geek that has everything
Iain Thomson, vnunet.com 20 Apr 2005
ADVERTISEMENTBT has confirmed that it will have a combined Wi-Fi/GSM phone on the market by Christmas.
Speaking to vnunet.com at the Wireless LAN Event in London, BT's chief executive for wireless broadband, Chris Clark, confirmed the telco's plans to ship a hybrid handset this year.
"We'll have a seamless roaming GSM/Wi-Fi phone by the end of the year," he said.
"In five years' time they'll be very common, though not ubiquitous. Clutter from other Wi-Fi devices may slow growth, although I believe there's a technical fix for that."
Clark also committed BT to launching its Bluephone Project by the end of this spring, although he pointed out that, under the British calendar, spring does not officially end until June.
Bluephone is a handset that can connect to a traditional fixed line via Bluetooth, but switch to the GSM network when out of range of the house.
"Switching networks for mobile devices is key," said Andrew Allison, head of Intel's mobility group in the UK.
"But there are a lot of steps on the way to getting software-controlled radio like this. It's not just a question of sticking everything onto the chip and sticking it in a phone."
Monday, June 06, 2005
IP Phone代工商機湧現 台廠積極卡位
XoIP Video/Audio over IP
IP Phone代工商機湧現 台廠積極卡位
代工接單戰況激烈 電信設備廠與網通設備廠紛爭食大餅
--------------------------------------------------------------------------------
(記者楊曉芳/台北) 2005/06/07
VoIP市場已在2005年迅速崛起,尤其是美國於2005年3月完成VoIP法令訂定,讓使用環境漸趨完備,同時亦造就美國企業用戶市場迅速成長,由於美國企業用戶主流設備多以IP Phone為主,因此亦推動IP Phone需求大增,惟國際大廠所釋出的IP Phone要求規格愈來愈高,並以整合型IP Phone為主,因此讓不少傳統電信設備廠與網通設備廠因皆只具備其中部分技術,讓代工接單戰況激烈,加上同業廠商儘量避而不談,讓代工接單更見神秘色彩。
智邦(2345)行銷副總陳嘉修表示,這場戰役應是網通廠較有機會,因為整合型產品功能,除了語音及視訊是傳統電信設備廠已具備的技術之外,路由器、Wireless及數據機皆是網通廠的專項,尤其是美國企業市場更重視安全品質,這是目前網通廠整合能力略高於傳統電信設備廠的重要關鍵。
陳嘉修指出,就過去單純的視訊IP Phone來看,或許在價格上,網通廠難以跟傳統電信設備廠相較,但在強調整合性功能之後,網通廠現在的機會已擴大許多。在市場需求驅動下,智邦已具備結合Wi-Fi、Video功能的IP Phone,並預計最快在第四季可開始接單出貨。然是否已接獲國際大廠代工訂單,陳嘉修則是絕口不提。
國際大廠思科(Cisco)、3Com、阿爾卡特(Alcatel)、Avaya及北電(Nortel)皆是台灣IP Phone代工廠極欲爭取的訂單,但目前為止,僅確定思科及北電的IP Phone交由台灣代工,而Avaya僅提出有意釋單給台灣的訊息,卻未定案,3Com則以由大陸代工,台灣研發為發展方向,阿爾卡特只在歐洲及墨西哥生產。
在IP Phone走向整合之路後,由於台灣為全球第一大網通設備代工點,因此增加未來代工IP Phone的商機,惟目前國際大廠欲整合產品的功能多不願曝光,加上台灣傳統電信設備廠亦欲爭食代工商機,讓IP Phone代工成為同業廠商只談技術不談接單的禁忌。
IP Phone代工商機湧現 台廠積極卡位
代工接單戰況激烈 電信設備廠與網通設備廠紛爭食大餅
--------------------------------------------------------------------------------
(記者楊曉芳/台北) 2005/06/07
VoIP市場已在2005年迅速崛起,尤其是美國於2005年3月完成VoIP法令訂定,讓使用環境漸趨完備,同時亦造就美國企業用戶市場迅速成長,由於美國企業用戶主流設備多以IP Phone為主,因此亦推動IP Phone需求大增,惟國際大廠所釋出的IP Phone要求規格愈來愈高,並以整合型IP Phone為主,因此讓不少傳統電信設備廠與網通設備廠因皆只具備其中部分技術,讓代工接單戰況激烈,加上同業廠商儘量避而不談,讓代工接單更見神秘色彩。
智邦(2345)行銷副總陳嘉修表示,這場戰役應是網通廠較有機會,因為整合型產品功能,除了語音及視訊是傳統電信設備廠已具備的技術之外,路由器、Wireless及數據機皆是網通廠的專項,尤其是美國企業市場更重視安全品質,這是目前網通廠整合能力略高於傳統電信設備廠的重要關鍵。
陳嘉修指出,就過去單純的視訊IP Phone來看,或許在價格上,網通廠難以跟傳統電信設備廠相較,但在強調整合性功能之後,網通廠現在的機會已擴大許多。在市場需求驅動下,智邦已具備結合Wi-Fi、Video功能的IP Phone,並預計最快在第四季可開始接單出貨。然是否已接獲國際大廠代工訂單,陳嘉修則是絕口不提。
國際大廠思科(Cisco)、3Com、阿爾卡特(Alcatel)、Avaya及北電(Nortel)皆是台灣IP Phone代工廠極欲爭取的訂單,但目前為止,僅確定思科及北電的IP Phone交由台灣代工,而Avaya僅提出有意釋單給台灣的訊息,卻未定案,3Com則以由大陸代工,台灣研發為發展方向,阿爾卡特只在歐洲及墨西哥生產。
在IP Phone走向整合之路後,由於台灣為全球第一大網通設備代工點,因此增加未來代工IP Phone的商機,惟目前國際大廠欲整合產品的功能多不願曝光,加上台灣傳統電信設備廠亦欲爭食代工商機,讓IP Phone代工成為同業廠商只談技術不談接單的禁忌。
Sunday, June 05, 2005
SBC Communications' move to slash prices on its DSL service could spur a pricing war between phone companies and their rivals in the cable industry
XoIP Video/Audio over IP
SBC ups the ante in broadband war
By Marguerite Reardon
http://news.com.com/SBC+ups+the+ante+in+broadband+war/2100-1034_3-5728629.html
Story last modified Thu Jun 02 04:00:00 PDT 2005
SBC Communications' move to slash prices on its DSL service could spur a pricing war between phone companies and their rivals in the cable industry, say analysts. But cable companies say they're competing on value rather than price.
SBC, the second-largest phone company in the United States, announced Wednesday that it will reduce the price of its DSL service for new subscribers to $14.95. This is the deepest discount that a phone company has given for broadband services, well below the $23.90 that America Online charges for unlimited dial-up Internet access.
Analysts predict that the sharp price cut will put pressure on cable operators such as Comcast, Time Warner and Cox Communications to slash prices on their services as well.
"SBC has taken things to the point where the price differential is really stark between DSL and cable modem service."
--Jim Penhune, analyst, Strategies Analytics"SBC has taken things to the point where the price differential is really stark between DSL and cable modem service," said Jim Penhune, an analyst with Strategies Analytics. "At this point, with DSL almost half the price of cable services, I think the cable companies don't have much left in their argument for speed over price."
The cable companies say they have no plans to drop prices to compete with SBC. "Our take on competition for broadband is to offer more value to our customers," said Jeanne Russo, a spokeswoman for Comcast, which competes with SBC in several states, including parts of Texas and California.
But analysts caution that the writing is already on the wall, and that cable operators will have to do something.
"I'm sure they will wait to see what the subscriber numbers look like for the next quarter or two before they react," said Penhune. "It will likely start at the local level, where cable operators may reduce prices or offer promotions to compete."
The power of price
SBC and other phone companies have always used price cuts as a way to compete against the cable companies, which got a head start in the market in the mid-1990s. Since that time, the phone companies have been playing catch-up to their cable rivals, which still dominate the broadband market with roughly 59 percent of all subscribers.
Competition between the two sets of companies is heating up even more now as cable companies including Cox and Time Warner also start offering telephone service along with television and high-speed Internet service.
Making matters worse for the phone companies is the fact that their traditional telephone businesses have been in steep decline for the past several years as more and more customers cancel local phone service and instead use cell phones or new Internet-based phone services such as Vonage.
SBC's strategy is simple: The company wants to sign up as many new subscribers as possible. In order to fight back, the phone companies have been steadily lowering prices and offering customers different tiers of service at reduced prices. Verizon recently increased speeds and kept its price of $29.95.
So far, the pricing strategy has helped phone companies gain some market share. In 2004, DSL had about 41 percent of the market, up from 39 percent the year before. Experts attribute most of the recent jump in DSL subscriptions to the phone companies' more aggressive pricing strategies. This trend is expected to continue with cable and DSL splitting the market evenly in the next three to four years.
SBC's strategy is simple: The company wants to sign up as many new subscribers as possible. The idea is that the more DSL subscribers it has, the easier it will be to sell them other services such as telephony and, eventually, television. SBC is already in the process of upgrading its network to carry television service over its existing DSL lines.
While Project Lightspeed, which will extend fiber deeper into the network to support higher bandwidth for Internet-routed TV, is SBC's answer to the cable company's "triple play" service offering, the reality is that SBC's service won't be ready for more than a year. What's more, rollout of the television service could take even longer since SBC could be required to go city to city to negotiate franchise agreements.
"It's not in our plan right now to lower our rates, but we allow each market to do whatever it needs to do to react to changing market conditions."
--Bobby Amirshahi, spokesman, Cox CommunicationsSBC and Verizon Communications, which also has plans to offer television services over a new network it's building, suffered a serious blow over the weekend in Texas, when the legislature failed to act on a bill that would have allowed new entrants to the television market to get a statewide franchise. Similar laws are being considered in other states.
As SBC stares this reality in the face, signing up subscribers no matter what seems to be a top priority.
"It's all about driving DSL growth," said Wes Warnock, a spokesman for SBC. "Broadband is a sticky product, and it helps us compete against the cable companies. It also offsets the access line loss, so it's strategically significant."
Reading the fine print
While the list price for SBC's new service is far below that of competitors' offerings, it is not without conditions. First, the $14.95 price is a promotion, and it's good for only one year. After that, subscribers pay whatever regular rate SBC is charging at the time.
Customers must also agree to a one-year contract for the service. If they decide to terminate the service before the contract expires, there's a $200 cancellation fee. And finally, the $14.95 rate is only available for customers who also subscribe to SBC telephone service, which most can get for about $20 a month.
Some cable competitors argue that customers get a better value from their services. For example, Time Warner is offering a promotional rate for its high-speed service--$29.99 a month for the first six months. Once the promotion period ends, the price jumps to $39.95.
Unlike SBC, which requires subscribers to also get a phone line, Time Warner customers can sign up for high-speed access without subscribing to any other cable service. What's more, the Time Warner service offers connection rates of 5mbps, whereas the $14.95 offer from SBC provides only up to 1.5mbps.
Cox offers a 256kbps broadband connection for $24.95 a month. The service is not a promotion and is offered throughout its service region. It also doesn't require subscribers to sign up for any other Cox services and it doesn't require a contract.
But if push comes to shove in a particular market, the company could respond on a local level, said Bobby Amirshahi, a spokesman for Cox.
"It's not in our plan right now to lower our rates," he said. "But we allow each market to do whatever it needs to do to react to changing market conditions."
As for the other Baby Bells, which do not compete head-to-head against SBC for DSL customers, Verizon and BellSouth both say they have no immediate plans to lower pricing on their DSL service.
Copyright ©1995-2005 CNET Networks, Inc. All rights reserved.
SBC ups the ante in broadband war
By Marguerite Reardon
http://news.com.com/SBC+ups+the+ante+in+broadband+war/2100-1034_3-5728629.html
Story last modified Thu Jun 02 04:00:00 PDT 2005
SBC Communications' move to slash prices on its DSL service could spur a pricing war between phone companies and their rivals in the cable industry, say analysts. But cable companies say they're competing on value rather than price.
SBC, the second-largest phone company in the United States, announced Wednesday that it will reduce the price of its DSL service for new subscribers to $14.95. This is the deepest discount that a phone company has given for broadband services, well below the $23.90 that America Online charges for unlimited dial-up Internet access.
Analysts predict that the sharp price cut will put pressure on cable operators such as Comcast, Time Warner and Cox Communications to slash prices on their services as well.
"SBC has taken things to the point where the price differential is really stark between DSL and cable modem service."
--Jim Penhune, analyst, Strategies Analytics"SBC has taken things to the point where the price differential is really stark between DSL and cable modem service," said Jim Penhune, an analyst with Strategies Analytics. "At this point, with DSL almost half the price of cable services, I think the cable companies don't have much left in their argument for speed over price."
The cable companies say they have no plans to drop prices to compete with SBC. "Our take on competition for broadband is to offer more value to our customers," said Jeanne Russo, a spokeswoman for Comcast, which competes with SBC in several states, including parts of Texas and California.
But analysts caution that the writing is already on the wall, and that cable operators will have to do something.
"I'm sure they will wait to see what the subscriber numbers look like for the next quarter or two before they react," said Penhune. "It will likely start at the local level, where cable operators may reduce prices or offer promotions to compete."
The power of price
SBC and other phone companies have always used price cuts as a way to compete against the cable companies, which got a head start in the market in the mid-1990s. Since that time, the phone companies have been playing catch-up to their cable rivals, which still dominate the broadband market with roughly 59 percent of all subscribers.
Competition between the two sets of companies is heating up even more now as cable companies including Cox and Time Warner also start offering telephone service along with television and high-speed Internet service.
Making matters worse for the phone companies is the fact that their traditional telephone businesses have been in steep decline for the past several years as more and more customers cancel local phone service and instead use cell phones or new Internet-based phone services such as Vonage.
SBC's strategy is simple: The company wants to sign up as many new subscribers as possible. In order to fight back, the phone companies have been steadily lowering prices and offering customers different tiers of service at reduced prices. Verizon recently increased speeds and kept its price of $29.95.
So far, the pricing strategy has helped phone companies gain some market share. In 2004, DSL had about 41 percent of the market, up from 39 percent the year before. Experts attribute most of the recent jump in DSL subscriptions to the phone companies' more aggressive pricing strategies. This trend is expected to continue with cable and DSL splitting the market evenly in the next three to four years.
SBC's strategy is simple: The company wants to sign up as many new subscribers as possible. The idea is that the more DSL subscribers it has, the easier it will be to sell them other services such as telephony and, eventually, television. SBC is already in the process of upgrading its network to carry television service over its existing DSL lines.
While Project Lightspeed, which will extend fiber deeper into the network to support higher bandwidth for Internet-routed TV, is SBC's answer to the cable company's "triple play" service offering, the reality is that SBC's service won't be ready for more than a year. What's more, rollout of the television service could take even longer since SBC could be required to go city to city to negotiate franchise agreements.
"It's not in our plan right now to lower our rates, but we allow each market to do whatever it needs to do to react to changing market conditions."
--Bobby Amirshahi, spokesman, Cox CommunicationsSBC and Verizon Communications, which also has plans to offer television services over a new network it's building, suffered a serious blow over the weekend in Texas, when the legislature failed to act on a bill that would have allowed new entrants to the television market to get a statewide franchise. Similar laws are being considered in other states.
As SBC stares this reality in the face, signing up subscribers no matter what seems to be a top priority.
"It's all about driving DSL growth," said Wes Warnock, a spokesman for SBC. "Broadband is a sticky product, and it helps us compete against the cable companies. It also offsets the access line loss, so it's strategically significant."
Reading the fine print
While the list price for SBC's new service is far below that of competitors' offerings, it is not without conditions. First, the $14.95 price is a promotion, and it's good for only one year. After that, subscribers pay whatever regular rate SBC is charging at the time.
Customers must also agree to a one-year contract for the service. If they decide to terminate the service before the contract expires, there's a $200 cancellation fee. And finally, the $14.95 rate is only available for customers who also subscribe to SBC telephone service, which most can get for about $20 a month.
Some cable competitors argue that customers get a better value from their services. For example, Time Warner is offering a promotional rate for its high-speed service--$29.99 a month for the first six months. Once the promotion period ends, the price jumps to $39.95.
Unlike SBC, which requires subscribers to also get a phone line, Time Warner customers can sign up for high-speed access without subscribing to any other cable service. What's more, the Time Warner service offers connection rates of 5mbps, whereas the $14.95 offer from SBC provides only up to 1.5mbps.
Cox offers a 256kbps broadband connection for $24.95 a month. The service is not a promotion and is offered throughout its service region. It also doesn't require subscribers to sign up for any other Cox services and it doesn't require a contract.
But if push comes to shove in a particular market, the company could respond on a local level, said Bobby Amirshahi, a spokesman for Cox.
"It's not in our plan right now to lower our rates," he said. "But we allow each market to do whatever it needs to do to react to changing market conditions."
As for the other Baby Bells, which do not compete head-to-head against SBC for DSL customers, Verizon and BellSouth both say they have no immediate plans to lower pricing on their DSL service.
Copyright ©1995-2005 CNET Networks, Inc. All rights reserved.
Monday, May 30, 2005
GSM結合VoIP 包山包海行動新趨勢
GSM結合VoIP 包山包海行動新趨勢
--------------------------------------------------------------------------------
(記者李孟哲/台北) 2005/05/31
GSM行動電話的市場競爭早已是戰況慘烈,目前僅有少數廠商能結合各種新式無線傳輸技術,並加入特殊功能設計,並實際應用在先期以商務人士為主的層面上。頡泰科技(G-Tek)即將在COMPUTEX 2005展出結合了WiFi、Bluetooth與VoIP於一機的PWG-500全功能型手機,並且在GSM規格上符合了「普世應用原則」,除了眾所周知的900/1800/1900之外,目前大部分在南美洲採用的GSM 850也一併納入,儼然成為商務應用上的好幫手。
PWG-500支援雙SIM卡,WiFi符合802.11b規格,實際應用尚可允許GSM與WiFi並用,並可多人同時通話;以1個1,300mAH鋰電池可以供應4小時通話時間以及長達72小時待機時間;USB連接埠也方便透過管理工具在電腦上記錄各種設定或編輯電話簿。據廠商透露,目前該機型在技術上已相當成熟,並且取得專利權,將全力拓展歐洲市場,並且投入下一代新機種的研發。(Booth NO. Hall 3,G356)
圖說:頡泰科技最新全功能PWG-500。
--------------------------------------------------------------------------------
(記者李孟哲/台北) 2005/05/31
GSM行動電話的市場競爭早已是戰況慘烈,目前僅有少數廠商能結合各種新式無線傳輸技術,並加入特殊功能設計,並實際應用在先期以商務人士為主的層面上。頡泰科技(G-Tek)即將在COMPUTEX 2005展出結合了WiFi、Bluetooth與VoIP於一機的PWG-500全功能型手機,並且在GSM規格上符合了「普世應用原則」,除了眾所周知的900/1800/1900之外,目前大部分在南美洲採用的GSM 850也一併納入,儼然成為商務應用上的好幫手。
PWG-500支援雙SIM卡,WiFi符合802.11b規格,實際應用尚可允許GSM與WiFi並用,並可多人同時通話;以1個1,300mAH鋰電池可以供應4小時通話時間以及長達72小時待機時間;USB連接埠也方便透過管理工具在電腦上記錄各種設定或編輯電話簿。據廠商透露,目前該機型在技術上已相當成熟,並且取得專利權,將全力拓展歐洲市場,並且投入下一代新機種的研發。(Booth NO. Hall 3,G356)
圖說:頡泰科技最新全功能PWG-500。
VoIP實在夠Hot! 市場大餅人人都有機會 中小型廠專攻網路電話週邊硬體 大廠搶攻IP PBX、閘道器市場
VoIP實在夠Hot! 市場大餅人人都有機會
中小型廠專攻網路電話週邊硬體 大廠搶攻IP PBX、閘道器市場
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(記者陳慧玲/台北) 2005/05/31
VoIP,無疑是2005年所有網通廠口中最熱門的重點話題,但是相較於前2次快速興起,又快速墜落的VoIP熱潮,此次的VoIP創造帶動的商機,卻不再只是電信業者、或是提供電信級設備的廠商才能吃到的市場大餅,VoIP應用概念的成熟,P2P網路電話軟體勢力的快速興起、VoIP電信服務業者的動作轉趨積極,都讓此次的VoIP熱潮力道不同於前2次,而能吃到市場大餅的設備廠商,也不再只是提供給電信級客戶的設備大廠,多元應用的用戶端設備,也讓中小型硬體設備廠商們,在此次的VoIP浪潮中有了新的機會。
以SIP標準技術發展P2P網路電話軟體的TelTel就十分看好台灣廠商在相關用戶端VoIP硬體產品上的發展潛力,因此規劃將以台灣為發展重要據點,結合台灣廠商的資源,透過TelTel的平台發展VoIP週邊硬體產品。TelTel就認為,此類結合網路電話軟體平台所帶動的VoIP硬體商機,對於許多營收規模甚大的網通設備廠而言,可能沒有太大的幫助,但這絕對是可以切入VoIP使用者市場的機會;而對於中小型網通設備廠而言,卻是一個很好的利基型市場機會,藉由使用者對於相關VoIP週邊硬體產品的需求,將可順勢切入市場,進而獲得顯著營收貢獻挹注。
而此類透過網路電話軟體平台的VoIP使用者端硬體產品,普遍都屬於價格不高、使用方便的入門型產品,最常見的就是連接電腦而可以用來通話的USB電話機。但除了USB電話機以外,已有多家廠商看好此部分外接電話機的市場,紛紛應用Wi-Fi、藍芽(Bluetooth)、甚或是傳統家用無線電話技術的DECT,來生產此類產品,更有腦筋動得快的廠商,推出傳統藍芽耳機配藍芽發射器(Dongle)的組合,以標榜讓使用者更方便透過Skype通話為號召,也想來搶佔市場分一杯羹。
除了此類貼近用戶端的VoIP硬體產品外,台灣網通廠在其原本專長的閘道器端,也都紛紛加強VoIP應用所需的安全、穩定、品質功能,例如防火牆、QoS等等,而幾乎大部分2005年新推出的寬頻路由器上,都一定會有VoIP埠,相較2004年的產品規格,VoIP埠在2005年幾乎已成為台灣廠商此類寬頻路由器的必備功能。
至於在IP PBX或是Soft Switch產品上,大部分仍是以過去自CTI時期開始投入的廠商為主,但值得注意的是,對於擁有同樣SMB(Small& Medium Business)或較大規模的SME(Small & Medium Enterprise)通路的網通廠來看,也想要搶進專攻中小企業的IP PBX。其中,智邦(2345)旗下的Edge-Core品牌就推出其自有IP PBX與IP 電話的解決方案。
中小型廠專攻網路電話週邊硬體 大廠搶攻IP PBX、閘道器市場
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(記者陳慧玲/台北) 2005/05/31
VoIP,無疑是2005年所有網通廠口中最熱門的重點話題,但是相較於前2次快速興起,又快速墜落的VoIP熱潮,此次的VoIP創造帶動的商機,卻不再只是電信業者、或是提供電信級設備的廠商才能吃到的市場大餅,VoIP應用概念的成熟,P2P網路電話軟體勢力的快速興起、VoIP電信服務業者的動作轉趨積極,都讓此次的VoIP熱潮力道不同於前2次,而能吃到市場大餅的設備廠商,也不再只是提供給電信級客戶的設備大廠,多元應用的用戶端設備,也讓中小型硬體設備廠商們,在此次的VoIP浪潮中有了新的機會。
以SIP標準技術發展P2P網路電話軟體的TelTel就十分看好台灣廠商在相關用戶端VoIP硬體產品上的發展潛力,因此規劃將以台灣為發展重要據點,結合台灣廠商的資源,透過TelTel的平台發展VoIP週邊硬體產品。TelTel就認為,此類結合網路電話軟體平台所帶動的VoIP硬體商機,對於許多營收規模甚大的網通設備廠而言,可能沒有太大的幫助,但這絕對是可以切入VoIP使用者市場的機會;而對於中小型網通設備廠而言,卻是一個很好的利基型市場機會,藉由使用者對於相關VoIP週邊硬體產品的需求,將可順勢切入市場,進而獲得顯著營收貢獻挹注。
而此類透過網路電話軟體平台的VoIP使用者端硬體產品,普遍都屬於價格不高、使用方便的入門型產品,最常見的就是連接電腦而可以用來通話的USB電話機。但除了USB電話機以外,已有多家廠商看好此部分外接電話機的市場,紛紛應用Wi-Fi、藍芽(Bluetooth)、甚或是傳統家用無線電話技術的DECT,來生產此類產品,更有腦筋動得快的廠商,推出傳統藍芽耳機配藍芽發射器(Dongle)的組合,以標榜讓使用者更方便透過Skype通話為號召,也想來搶佔市場分一杯羹。
除了此類貼近用戶端的VoIP硬體產品外,台灣網通廠在其原本專長的閘道器端,也都紛紛加強VoIP應用所需的安全、穩定、品質功能,例如防火牆、QoS等等,而幾乎大部分2005年新推出的寬頻路由器上,都一定會有VoIP埠,相較2004年的產品規格,VoIP埠在2005年幾乎已成為台灣廠商此類寬頻路由器的必備功能。
至於在IP PBX或是Soft Switch產品上,大部分仍是以過去自CTI時期開始投入的廠商為主,但值得注意的是,對於擁有同樣SMB(Small& Medium Business)或較大規模的SME(Small & Medium Enterprise)通路的網通廠來看,也想要搶進專攻中小企業的IP PBX。其中,智邦(2345)旗下的Edge-Core品牌就推出其自有IP PBX與IP 電話的解決方案。
Sunday, March 20, 2005
AOL將推IP電話服務 傳統電話業務面臨大挑戰
XoIP Video/Audio over IP
AOL將推IP電話服務 傳統電話業務面臨大挑戰
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(國際新聞中心林慶煇/綜合外電) 2005/03/21
據華爾街日報(WSJ)報導,美國ISP業者美國線上(AOL)預計在1個月內推出IP電話服務,預計此舉將大大改變電信市場生態,傳統電信業者將受到IP電話激烈挑戰。
AOL的用戶數約在2,200萬戶左右,該公司計劃全面提供IP電話服務;據Yankee Group調查,美國目前傳統電路交換市話仍有1.12億戶,而至2004年底為止,IP電話僅有100萬戶左右,但估計到2005年底時,IP電話用戶會達到280萬戶,成長率高達180%。
目前切入IP電話市場的業者不在少數,除虛擬業者Vonage外,許多有線電視系統業者都已藉提供寬頻服務之便連帶提供IP電話服務,有不少傳統電信業者亦循類似模式,在DSL服務之上附加IP電話服務。
AOL最大的優勢在於擁有知名品牌,且其人機界面向受各方讚賞,且依AOL已宣佈的定價策略,預計推出之IP電話服務具備價格競爭力;以Vonage IP電話服務費率為例,月租費24.99美元可無限制撥打美國境內電話,AOL的費率採用量分級制,最低費率將低於Vonage。
一般預料,除了價格優勢之外,AOL可能將電子郵件及即時訊息服務整合在IP電話服務中,更能吸引用戶使用,也大幅提高IP電話的適用性;對其他業者而言,整合不同通訊方式的服務並不容易,亦沒有便利的平台。
--------------------------------------------------------------------------------
本網站內之全部圖文,係屬於大椽股份有限公司所有,非經本公司同意,
不得將全部或部分內容轉載於任何形式之媒體
DigiTimes Publication Inc. Copyright(C)1998. All Rights Reserved.
AOL將推IP電話服務 傳統電話業務面臨大挑戰
--------------------------------------------------------------------------------
(國際新聞中心林慶煇/綜合外電) 2005/03/21
據華爾街日報(WSJ)報導,美國ISP業者美國線上(AOL)預計在1個月內推出IP電話服務,預計此舉將大大改變電信市場生態,傳統電信業者將受到IP電話激烈挑戰。
AOL的用戶數約在2,200萬戶左右,該公司計劃全面提供IP電話服務;據Yankee Group調查,美國目前傳統電路交換市話仍有1.12億戶,而至2004年底為止,IP電話僅有100萬戶左右,但估計到2005年底時,IP電話用戶會達到280萬戶,成長率高達180%。
目前切入IP電話市場的業者不在少數,除虛擬業者Vonage外,許多有線電視系統業者都已藉提供寬頻服務之便連帶提供IP電話服務,有不少傳統電信業者亦循類似模式,在DSL服務之上附加IP電話服務。
AOL最大的優勢在於擁有知名品牌,且其人機界面向受各方讚賞,且依AOL已宣佈的定價策略,預計推出之IP電話服務具備價格競爭力;以Vonage IP電話服務費率為例,月租費24.99美元可無限制撥打美國境內電話,AOL的費率採用量分級制,最低費率將低於Vonage。
一般預料,除了價格優勢之外,AOL可能將電子郵件及即時訊息服務整合在IP電話服務中,更能吸引用戶使用,也大幅提高IP電話的適用性;對其他業者而言,整合不同通訊方式的服務並不容易,亦沒有便利的平台。
--------------------------------------------------------------------------------
本網站內之全部圖文,係屬於大椽股份有限公司所有,非經本公司同意,
不得將全部或部分內容轉載於任何形式之媒體
DigiTimes Publication Inc. Copyright(C)1998. All Rights Reserved.
Saturday, March 19, 2005
Skype影響固網業績? 廠商:目前效應不明顯
Skype影響固網業績? 廠商:目前效應不明顯
2005/03/17 20:39
記者陳曉藍/台北報導
對於Skype之類的網路電話,究竟會不會直接影響到固網的營收,在拓墣產研所舉辦的研討會中,PChome Online、Dopod與中華電信的代表,均與拓墣產研看法不相同,但是多普達產品開發繼企業應用處市場行銷總監李伯彥認為,兩年後是否會直接影響到固網業績,很難預料。
代理Skype的PChome Online通訊應用服務部副總經理羅子亮表示,Skype的產生,並不是破壞電信產業,而是新技術產生不同的經濟模式,就像e-mail推出,沒有人探討郵局業務被瓜分,在自己看來Skype是一種網路應用,Skype Out也需要向電信業者採購通話時數。
多普達產品開發繼企業應用處市場行銷總監李伯彥說,不可諱言,固網業績的確是節節衰退,其中很大的因素是行動電話的影響,應用在雙網手機來說,沒有人敢只辦WiFi不使用GSM,因此兩年內網路電話不會直接影響電信業者,兩年後則很難預料。
而中華電信數據分公司處長鍾福貴則認為,消費者最重視的是通話品質保證,Skype等軟體不具寬頻接取及完整VoIP服務平台,目前對固網的影響不大,影響比較大的反而會是Direct Access VoIP從ISP角色經營,能掌控用戶寬頻接取,可以管理用戶之間通話服務品質,如日本Yahoo!BB、義大利FastWeb或瑞典的B2,這類的服務具品質保證,對固網將造成直接衝擊。
2005/03/17 20:39
記者陳曉藍/台北報導
對於Skype之類的網路電話,究竟會不會直接影響到固網的營收,在拓墣產研所舉辦的研討會中,PChome Online、Dopod與中華電信的代表,均與拓墣產研看法不相同,但是多普達產品開發繼企業應用處市場行銷總監李伯彥認為,兩年後是否會直接影響到固網業績,很難預料。
代理Skype的PChome Online通訊應用服務部副總經理羅子亮表示,Skype的產生,並不是破壞電信產業,而是新技術產生不同的經濟模式,就像e-mail推出,沒有人探討郵局業務被瓜分,在自己看來Skype是一種網路應用,Skype Out也需要向電信業者採購通話時數。
多普達產品開發繼企業應用處市場行銷總監李伯彥說,不可諱言,固網業績的確是節節衰退,其中很大的因素是行動電話的影響,應用在雙網手機來說,沒有人敢只辦WiFi不使用GSM,因此兩年內網路電話不會直接影響電信業者,兩年後則很難預料。
而中華電信數據分公司處長鍾福貴則認為,消費者最重視的是通話品質保證,Skype等軟體不具寬頻接取及完整VoIP服務平台,目前對固網的影響不大,影響比較大的反而會是Direct Access VoIP從ISP角色經營,能掌控用戶寬頻接取,可以管理用戶之間通話服務品質,如日本Yahoo!BB、義大利FastWeb或瑞典的B2,這類的服務具品質保證,對固網將造成直接衝擊。
Tuesday, March 15, 2005
Marvell攜手Freescale 向雙網手機叩關
XoIP Video/Audio over IP
Marvell攜手Freescale 向雙網手機叩關
(記者沈勤譽/台北) 2005/03/16
瞄準無線區域網路(WLAN)整合在行動電話的商機,包括德州儀器(TI)、Broadcom、Agere等同時掌握2者技術的晶片大廠,均已展開佈局,單一技術業者則尋求結盟共拓商機,Marvell就與飛思卡爾(Freescale)合作,開發具備WLAN功能的行動裝置解決方案。
Marvell宣佈與飛思卡爾合作,開發具備WLAN功能的行動裝置解決方案,鎖定行動電話、智慧型手機及可攜式娛樂設備,將在Freescale的無線平台及應用處理器上,整合Marvell的WLAN解決方案。
Marvell強調,透過具備WLAN功能的行動裝置,使用者無須攜帶厚重的筆記型電腦(NB),就可在機場、校園等熱點,快速下載音樂、圖片、簡報或電子郵件,節省寶貴時間。
事實上,Marvell已經針對消費性產品推出嵌入式WLAN解決方案,是業界首款整合嵌入式CPU及大量記憶體的方案,支援802.11a/b/g,可用於數位無線電話、VoIP電話、影像電話及其他消費性電子產品。
Marvell表示,現有方案必須仰賴主機系統,提供多數WLAN處理能力,但主機必須本身具有強大的處理速度,才可能發揮WLAN效能,諸如無線電話等產品本身則未能具備此一能力;此外,一旦主機處理器無法提供足夠的效能,WLAN在執行安全性及QoS標準時,將佔用處理器的多數資源。
Marvell強調,該晶片藉由自身的處理器,可充分發揮WLAN效能,同時減少未來升級時的整體成本,同時大小也僅有9mm X 9mm,並支援高速SDIO、SPI及其他序列介面。
本網站內之全部圖文,係屬於大椽股份有限公司所有,非經本公司同意,
不得將全部或部分內容轉載於任何形式之媒體
Marvell攜手Freescale 向雙網手機叩關
(記者沈勤譽/台北) 2005/03/16
瞄準無線區域網路(WLAN)整合在行動電話的商機,包括德州儀器(TI)、Broadcom、Agere等同時掌握2者技術的晶片大廠,均已展開佈局,單一技術業者則尋求結盟共拓商機,Marvell就與飛思卡爾(Freescale)合作,開發具備WLAN功能的行動裝置解決方案。
Marvell宣佈與飛思卡爾合作,開發具備WLAN功能的行動裝置解決方案,鎖定行動電話、智慧型手機及可攜式娛樂設備,將在Freescale的無線平台及應用處理器上,整合Marvell的WLAN解決方案。
Marvell強調,透過具備WLAN功能的行動裝置,使用者無須攜帶厚重的筆記型電腦(NB),就可在機場、校園等熱點,快速下載音樂、圖片、簡報或電子郵件,節省寶貴時間。
事實上,Marvell已經針對消費性產品推出嵌入式WLAN解決方案,是業界首款整合嵌入式CPU及大量記憶體的方案,支援802.11a/b/g,可用於數位無線電話、VoIP電話、影像電話及其他消費性電子產品。
Marvell表示,現有方案必須仰賴主機系統,提供多數WLAN處理能力,但主機必須本身具有強大的處理速度,才可能發揮WLAN效能,諸如無線電話等產品本身則未能具備此一能力;此外,一旦主機處理器無法提供足夠的效能,WLAN在執行安全性及QoS標準時,將佔用處理器的多數資源。
Marvell強調,該晶片藉由自身的處理器,可充分發揮WLAN效能,同時減少未來升級時的整體成本,同時大小也僅有9mm X 9mm,並支援高速SDIO、SPI及其他序列介面。
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Monday, March 14, 2005
Vonage CEO Slams VOIP Blocking
Vonage CEO Citron Slams VOIP Blocking
Date: Thursday, March 10 @ 01:31:03 EST
Topic: Vonage News
Vonage CEO Slams VOIP Blocking
March 9, 2005
By Stephen Lawson
The top executive of VOIP (Voice over IP) provider Vonage Holdings Corp. is satisfied with regulators' response to a carrier that blocked Vonage's service but sees a broader danger ahead with technology for detecting the data service that customers are using.
In an interview Monday at the Spring VON (Voice on the Net) trade show in San Jose, California, Vonage Chief Executive Officer (CEO) Jeffrey Citron also said traditional carriers can't afford to compete all-out with Vonage and other VOIP upstarts despite having greater resources.
Late last year, Vonage determined that Madison River Communications LLC, a broadband provider based in North Carolina, was blocking the use of Vonage's service by some Madison River customers. Following an investigation by the U.S. Federal Communications Commission (FCC), Madison River last week agreed to pay the FCC US$15,000 and not to block VOIP services on its network.
Vonage, in Edison, New Jersey, has been an early leader in rolling out VOIP technology, which this week is bringing together about 240 exhibitors and 6,000 attendees at Spring VON. VOIP breaks up voice calls into data packets and sends them over IP networks, which usually allows for less expensive phone service and can enable advanced services such as unified messaging. Calls made on a VOIP service may travel over the broadband data network of a consumer's phone company or cable provider while bypassing that provider's own voice calling service.
Vonage was pleased with the FCC's action and how quickly it came, Citron said.
"How often do you see the FCC in the position to be able to act in a few weeks?" Citron said. It showed clearly that blocking VOIP service violates FCC rules, he said. Vonage never filed a complaint against Madison River because it didn't have to push the FCC to take action, Citron said. Vonage is investigating possible blocking by one or two smaller service providers and will bring its evidence to the FCC if its suspicions are confirmed, he added.
However, there are larger issues at stake in the matter, Citron contends.
"I think it's a technical issue that extrapolates itself into a First Amendment issue," Citron said. Service providers that own infrastructure and deliver content or services over it now have the capability to look into the packets going to and from a customer's connection and determine what kind of service they are using and even the content of those packets, he said. It is technically possible for network operators to read e-mail, block e-mail messages based on content and limit access to Web sites, Citron said.
In addition to anti-competitive moves against VOIP companies and other content and service providers, the problem raises censorship issues, he said.
"What happens when the media property that owns distribution is owned by a religious group?" Citron asked. Laws should be brought up to date to prevent abuse, he said.
Jeff Pulver, CEO of Pulver.com Inc., which provides a VOIP service and organizes Spring VON, said he can imagine a future U.S. Supreme Court case to address such an issue. However, he downplayed deliberate port-blocking by network operators.
It's common for VOIP users to hit a virtual brick wall when they try to make calls from a hotel or a Wi-Fi hot spot, but in most cases there's no conspiracy, he said.
"Most actual cases of port blocking have been human error," Pulver said. Engineers often block the virtual network "ports" commonly used for VOIP without knowing what they're doing -- and there are ways around it, such as assigning calls to a different port, Pulver said.
Vonage's Citron said he isn't sweating as big traditional carriers such as AT&T Corp., SBC Communications Inc. and Verizon Communications Inc. move on to the turf where Vonage has taken the early lead with more than 500,000 subscribers. Vonage is adding more than 15,000 lines per week, more than any other provider, and he sees that trend continuing. Meanwhile, big competitors such as Verizon have more to gain today by concentrating on its lucrative traditional phone service, he said. They are not aggressively pushing VOIP yet, he said.
"It doesn't make sense for them to go out and push voice over IP products today. As a matter of fact, if they did, they would destroy their own company," Citron said. And their customers won't jump to VOIP en masse immediately: The most aggressive estimates see only about 20 million VOIP users by 2008, he said.
"If Verizon can wait five years ... before it does anything aggressively in VOIP, and if it loses 10 percent of its customer base, it will have generated nearly 100 billion in cash just by waiting," Citron said. By that time, Vonage will be in a commanding position, he said.
Date: Thursday, March 10 @ 01:31:03 EST
Topic: Vonage News
Vonage CEO Slams VOIP Blocking
March 9, 2005
By Stephen Lawson
The top executive of VOIP (Voice over IP) provider Vonage Holdings Corp. is satisfied with regulators' response to a carrier that blocked Vonage's service but sees a broader danger ahead with technology for detecting the data service that customers are using.
In an interview Monday at the Spring VON (Voice on the Net) trade show in San Jose, California, Vonage Chief Executive Officer (CEO) Jeffrey Citron also said traditional carriers can't afford to compete all-out with Vonage and other VOIP upstarts despite having greater resources.
Late last year, Vonage determined that Madison River Communications LLC, a broadband provider based in North Carolina, was blocking the use of Vonage's service by some Madison River customers. Following an investigation by the U.S. Federal Communications Commission (FCC), Madison River last week agreed to pay the FCC US$15,000 and not to block VOIP services on its network.
Vonage, in Edison, New Jersey, has been an early leader in rolling out VOIP technology, which this week is bringing together about 240 exhibitors and 6,000 attendees at Spring VON. VOIP breaks up voice calls into data packets and sends them over IP networks, which usually allows for less expensive phone service and can enable advanced services such as unified messaging. Calls made on a VOIP service may travel over the broadband data network of a consumer's phone company or cable provider while bypassing that provider's own voice calling service.
Vonage was pleased with the FCC's action and how quickly it came, Citron said.
"How often do you see the FCC in the position to be able to act in a few weeks?" Citron said. It showed clearly that blocking VOIP service violates FCC rules, he said. Vonage never filed a complaint against Madison River because it didn't have to push the FCC to take action, Citron said. Vonage is investigating possible blocking by one or two smaller service providers and will bring its evidence to the FCC if its suspicions are confirmed, he added.
However, there are larger issues at stake in the matter, Citron contends.
"I think it's a technical issue that extrapolates itself into a First Amendment issue," Citron said. Service providers that own infrastructure and deliver content or services over it now have the capability to look into the packets going to and from a customer's connection and determine what kind of service they are using and even the content of those packets, he said. It is technically possible for network operators to read e-mail, block e-mail messages based on content and limit access to Web sites, Citron said.
In addition to anti-competitive moves against VOIP companies and other content and service providers, the problem raises censorship issues, he said.
"What happens when the media property that owns distribution is owned by a religious group?" Citron asked. Laws should be brought up to date to prevent abuse, he said.
Jeff Pulver, CEO of Pulver.com Inc., which provides a VOIP service and organizes Spring VON, said he can imagine a future U.S. Supreme Court case to address such an issue. However, he downplayed deliberate port-blocking by network operators.
It's common for VOIP users to hit a virtual brick wall when they try to make calls from a hotel or a Wi-Fi hot spot, but in most cases there's no conspiracy, he said.
"Most actual cases of port blocking have been human error," Pulver said. Engineers often block the virtual network "ports" commonly used for VOIP without knowing what they're doing -- and there are ways around it, such as assigning calls to a different port, Pulver said.
Vonage's Citron said he isn't sweating as big traditional carriers such as AT&T Corp., SBC Communications Inc. and Verizon Communications Inc. move on to the turf where Vonage has taken the early lead with more than 500,000 subscribers. Vonage is adding more than 15,000 lines per week, more than any other provider, and he sees that trend continuing. Meanwhile, big competitors such as Verizon have more to gain today by concentrating on its lucrative traditional phone service, he said. They are not aggressively pushing VOIP yet, he said.
"It doesn't make sense for them to go out and push voice over IP products today. As a matter of fact, if they did, they would destroy their own company," Citron said. And their customers won't jump to VOIP en masse immediately: The most aggressive estimates see only about 20 million VOIP users by 2008, he said.
"If Verizon can wait five years ... before it does anything aggressively in VOIP, and if it loses 10 percent of its customer base, it will have generated nearly 100 billion in cash just by waiting," Citron said. By that time, Vonage will be in a commanding position, he said.
Vonage選擇TI為主要供應商
Vonage選擇TI為主要供應商
--------------------------------------------------------------------------------
(DigiTimes.com郭芸蓁/台北) 2005/03/14
德州儀器(TI)宣佈,領先業界的寬頻電話公司Vonage已選擇TI做為其所推薦的VoIP元件和軟體供應商,這使得VoIP設備製造商為Vonage寬頻電話網路發展產品時更樂意採用TI的VoIP元件和軟體技術。
TI和Vonage已於去年合作發展Vonage網路相容的VoIP產品,同時強化其軟體以提供新的VoIP服務。在拉斯維加斯上個月舉行的消費電子展(CES)會場上,兩家公司還宣佈合作發展兩款新型VoIP裝置,包括由Viseon提供的VoIP影像電話以及VTech的無線寬頻電話系統,這兩款Vonage網路相容產品都採用TI的VoIP軟體和晶片,預計今年底即可上市。
--------------------------------------------------------------------------------
本網站內之全部圖文,係屬於大椽股份有限公司所有,非經本公司同意,
不得將全部或部分內容轉載於任何形式之媒體
DigiTimes Publication Inc. Copyright(C)1998. All Rights Reserved.
--------------------------------------------------------------------------------
(DigiTimes.com郭芸蓁/台北) 2005/03/14
德州儀器(TI)宣佈,領先業界的寬頻電話公司Vonage已選擇TI做為其所推薦的VoIP元件和軟體供應商,這使得VoIP設備製造商為Vonage寬頻電話網路發展產品時更樂意採用TI的VoIP元件和軟體技術。
TI和Vonage已於去年合作發展Vonage網路相容的VoIP產品,同時強化其軟體以提供新的VoIP服務。在拉斯維加斯上個月舉行的消費電子展(CES)會場上,兩家公司還宣佈合作發展兩款新型VoIP裝置,包括由Viseon提供的VoIP影像電話以及VTech的無線寬頻電話系統,這兩款Vonage網路相容產品都採用TI的VoIP軟體和晶片,預計今年底即可上市。
--------------------------------------------------------------------------------
本網站內之全部圖文,係屬於大椽股份有限公司所有,非經本公司同意,
不得將全部或部分內容轉載於任何形式之媒體
DigiTimes Publication Inc. Copyright(C)1998. All Rights Reserved.
Wednesday, March 09, 2005
Motorola disappointed with Taiwan manufacturers of Microsoft powered phones and intends to dump them
Motorola disappointed with Taiwan manufacturers of Microsoft powered phones and intends to dump them
January 21, 2005 [General]
This may come as a shock, but apparently Motorola is very angry at Taiwan's manufacturers of their Windows Mobile phones: Compal Communications (that was supposed to manufacture MPx100 but was dumped already before), Chi Mei Communications (i.e. CMCS, they produced simple MPx200 that didn't have camera and Bluetooth and now they produce MPx220 that has camera and Bluetooth but camera is of very poor quality and this phone has a lot of issues and problems) and Compal Electronics (that was supposed to produce Motorola MPx but this phone never reached EU or USA and is very slow and with little memory and also with issues).
Motorola decided to dump Taiwanese manufacturers and decided to produce Windows Mobile powered phones in its own factories instead! Could be that Taiwanese manufacturers has been made a scapegoat for Motorola's failures, but ... equally well it could be indeed, that these Taiwanese manufacturers are at fault!
Last year, in an interview with us, Michael Tatelman who is a Vice President of Motorola responsible for Microsoft powered cell phones, was in fact making fun of HTC phones, stating that they are not a serious competition to Motorola, but after that interview HTC has released such stunning models as HTC Typhoon (C500, STM5600, i-mate SP3, etc) and HTC Magician (Xda II mini, MDA Compact, i-mate JAM, etc) that easily has beaten Motorola in 2 things: 1) they had time to market much shorter than Motorola's phones, 2) they are smaller with less issues, than Motorola's phones! So in the end it is HTC that can now make fun of Motorola!
Taiwan press writes:
Motorola will no longer place any ODM orders for Microsoft Windows-based smartphones with Taiwan-based handset makers, according to the Chinese-language Commercial Times report
January 21, 2005 [General]
This may come as a shock, but apparently Motorola is very angry at Taiwan's manufacturers of their Windows Mobile phones: Compal Communications (that was supposed to manufacture MPx100 but was dumped already before), Chi Mei Communications (i.e. CMCS, they produced simple MPx200 that didn't have camera and Bluetooth and now they produce MPx220 that has camera and Bluetooth but camera is of very poor quality and this phone has a lot of issues and problems) and Compal Electronics (that was supposed to produce Motorola MPx but this phone never reached EU or USA and is very slow and with little memory and also with issues).
Motorola decided to dump Taiwanese manufacturers and decided to produce Windows Mobile powered phones in its own factories instead! Could be that Taiwanese manufacturers has been made a scapegoat for Motorola's failures, but ... equally well it could be indeed, that these Taiwanese manufacturers are at fault!
Last year, in an interview with us, Michael Tatelman who is a Vice President of Motorola responsible for Microsoft powered cell phones, was in fact making fun of HTC phones, stating that they are not a serious competition to Motorola, but after that interview HTC has released such stunning models as HTC Typhoon (C500, STM5600, i-mate SP3, etc) and HTC Magician (Xda II mini, MDA Compact, i-mate JAM, etc) that easily has beaten Motorola in 2 things: 1) they had time to market much shorter than Motorola's phones, 2) they are smaller with less issues, than Motorola's phones! So in the end it is HTC that can now make fun of Motorola!
Taiwan press writes:
Motorola will no longer place any ODM orders for Microsoft Windows-based smartphones with Taiwan-based handset makers, according to the Chinese-language Commercial Times report
Tuesday, February 15, 2005
VoIP市場熱鬧滾滾 寬頻晶片大廠不缺席
XoIP
VoIP市場熱鬧滾滾 寬頻晶片大廠不缺席
--------------------------------------------------------------------------------
(記者沈勤譽/台北) 2005/02/05
VoIP市場熱鬧滾滾,寬頻晶片大廠前仆後繼搶進,除了佔有絕對領先優勢的德州儀器(TI)外,Broadcom選擇重點突破,科勝訊(Conexant)則是憑藉過去在VoIP局端市場的技術優勢,推出適用於用戶端的VoIP協同處理器,其他如英特爾(Intel)、英飛凌(Infineon)也均紛紛到位,市場競逐日益激烈。
VoIP熱潮從企業市場延燒到消費性市場,無論是獨立的VoIP設備或整合型設備,寬頻晶片大廠都不能獨缺VoIP技術,而龐大的市場成長潛力,更讓晶片業者不敢忽視;不過,由於德儀憑藉在數位訊號處理器(DSP)的優勢,在VoIP市場獨佔鰲頭,使得其他後進業者只能先採取局部突圍。
Broadcom近2年鎖定中小企業及SOHO市場出擊,已有一定斬獲。Broadcom指出,目前在VoIP市場只專注於用戶端設備,選擇重點客戶,包括一線網通設備大廠及電信營運商,其中Wi-Fi IP電話將是2005年的重點。
科勝訊則推出CX9041X系列VoIP協同處理器,適用於中小企業及消費市場的應用,可用於IP電話、類比終端配接器(ATA)、DSL語音路由器、整合接取設備(IAD)等,同時可與其DSL解決方案及家庭網路處理器搭配,開發具有VoIP功能的終端系統。
雖然過去科勝訊在VoIP用戶端設備的著力不深,不過,科勝訊強調,其本身在語音處理及VoIP方面,掌握許多核心技術與智財(IP),不僅銷售出1億顆撥接數據機的晶片,由科勝訊切割出去的Mindspeed,更是VoIP局端解決方案的領導業者;科勝訊會將VoIP視為主戰場之一,同時力求與其接取、網路及媒體處理等產品線的整合,提供客戶以IP為基礎的語音、數據及媒體整合性產品。
VoIP市場熱鬧滾滾 寬頻晶片大廠不缺席
--------------------------------------------------------------------------------
(記者沈勤譽/台北) 2005/02/05
VoIP市場熱鬧滾滾,寬頻晶片大廠前仆後繼搶進,除了佔有絕對領先優勢的德州儀器(TI)外,Broadcom選擇重點突破,科勝訊(Conexant)則是憑藉過去在VoIP局端市場的技術優勢,推出適用於用戶端的VoIP協同處理器,其他如英特爾(Intel)、英飛凌(Infineon)也均紛紛到位,市場競逐日益激烈。
VoIP熱潮從企業市場延燒到消費性市場,無論是獨立的VoIP設備或整合型設備,寬頻晶片大廠都不能獨缺VoIP技術,而龐大的市場成長潛力,更讓晶片業者不敢忽視;不過,由於德儀憑藉在數位訊號處理器(DSP)的優勢,在VoIP市場獨佔鰲頭,使得其他後進業者只能先採取局部突圍。
Broadcom近2年鎖定中小企業及SOHO市場出擊,已有一定斬獲。Broadcom指出,目前在VoIP市場只專注於用戶端設備,選擇重點客戶,包括一線網通設備大廠及電信營運商,其中Wi-Fi IP電話將是2005年的重點。
科勝訊則推出CX9041X系列VoIP協同處理器,適用於中小企業及消費市場的應用,可用於IP電話、類比終端配接器(ATA)、DSL語音路由器、整合接取設備(IAD)等,同時可與其DSL解決方案及家庭網路處理器搭配,開發具有VoIP功能的終端系統。
雖然過去科勝訊在VoIP用戶端設備的著力不深,不過,科勝訊強調,其本身在語音處理及VoIP方面,掌握許多核心技術與智財(IP),不僅銷售出1億顆撥接數據機的晶片,由科勝訊切割出去的Mindspeed,更是VoIP局端解決方案的領導業者;科勝訊會將VoIP視為主戰場之一,同時力求與其接取、網路及媒體處理等產品線的整合,提供客戶以IP為基礎的語音、數據及媒體整合性產品。
免錢真好!網路電話力量大 網通廠股價火紅的殺手級應用
XoIP
免錢真好!網路電話力量大 網通廠股價火紅的殺手級應用
--------------------------------------------------------------------------------
(劉文程/DigiTimes Lab) 2005/02/16
近來網通設備廠紛紛因網路電話(VoIP)熱潮,成為股票市場中的熱門類股,因為相較於傳統形態的網路設備而言,VoIP能確實地為使用者減少語音費用的支出,而且在網際網路數據應用成長有限的情況下,語音通訊也是Triple Play網路架構當中,最早且最容易實現的功能。
寬頻用戶大量普及 完成VoIP所需的基礎建設
網路電話普及的最重要門檻,就是要有足夠的寬頻上網人數,而最近不少調查單位所發佈的統計資料紛證明,VoIP所需的基礎建設已經達成。據台灣網路資訊中心在2月公佈的「台灣寬頻網路使用調查」報告資料顯示,截至2005年1月中旬為止,台灣地區上網人口約1,380萬人,表示整體人口(0~100歲)的上網率已經達到60.25%,其中透過寬頻網路上網的使用人數約1,031萬人,約佔總人口數的53.78%;而據資策會市場情報中心(MIC)統計,2004年全球的寬頻用戶數約為1.5億戶,2005年則可望增加到約1.9億戶。
也就是說,當寬頻成為網路主要基礎架構,且家庭普及率夠高時,VoIP才能有發揮空間;反過來說,就是要寬頻網路普及率夠高,VoIP才能達到一定的使用量,達到真正的「經濟規模」。在經濟規模使用量下,VoIP設備的價格才能降低,語音批售業務也才會有利基。
Skype敲開VoIP普及教育大門
在不少關於寬頻網路用戶的調查資料當中顯示,一般使用者真正能了解網路技術的比例,其實是相當低的,甚至不少每天使用寬頻上網的用戶根本不了解家中的上網速度,更遑論熟悉VoIP的網路設定與技術架構,變成推廣VoIP服務的障礙。
可是這樣的僵局,被Skype給打破了。因Skype提供PC對PC的免費對講,且不需額外硬體設備,只要有喇叭與麥克風就可使用,因此消費者會為了要「享受」免費的語音對講功能,而去學習Skype設定,真正開始接觸VoIP。
俗話說免費力量大!因根據Skype總裁Niklas Zennstrom在1月中旬來台記者會中所公佈的資料顯示,Skype的全球註冊使用人數為2,130萬人。假設使用Skype的用戶都是使用寬頻網路上網,若除以全球寬頻用戶數來計算,約有1成以上的寬頻用戶都註冊過Skype,這是個多麼可怕的數字啊!
所以說Skype不僅讓廣大的用戶有接觸VoIP的機會,提早讓用戶了解VoIP的優缺點,甚至教育用戶了解VoIP相關網路設定參數,這對VoIP應用的推廣,可謂是往前邁進一大步!雖然Skype的推出對電信業者的長途電話營收給予不小的打擊,但對VoIP設備商來說,卻是搬開了銷售設備道路上的巨石。
電信業者態度轉變 促使VoIP成為ISP服務一部分
真正讓VoIP有興起的可行性,是來自電信業者的態度轉變,也就是從堅決反對VoIP到接受VoIP存在的事實。因為在不少國家或區域,電信業者跟ISP業者具有生命共同體的「關係」,當網路服務供應商(ISP)收入提升有限,而Skype又已經冒出頭的情況下,電信業者如果不在第一時間內擁抱VoIP,反而會被語音批售業者賺走生意。
因此,與其讓外來廠商攻佔市場,倒不如自己跳下來賺會比較實際,雖然導入VoIP會影響到長途電話的部分業務收入,反正肥水不落外人田,總比賺不到要好。
對網通設備廠商而言,ISP業者的大規模VoIP設備採購動作,不僅能分攤設備開發成本,也能降低設備的生產單價,並且確保VoIP產品運作的穩定性。只要能夠大幅降低消費者購買VoIP設備的價格門檻,那麼願意購買VoIP設備的家庭用戶就會增加,進而提高VoIP的普及性,如此一來,便能形成良性循環。
SIP通訊協定崛起 增加VoIP設備產品互通性
早期的VoIP設備,由於每個廠商使用的通訊協定與聲音解碼標準(Code/Decode;Codec)都不相同,因此設備互通性方面並不佳,再加上生產數量有限,所以產品單價都偏高,設備普及度也受限。產品相容性差的窘況,直到通訊啟動協定(SIP)的推出才有所改善。
所謂的SIP,是Session Initiation Protocol的縮寫,為VoIP設備互通的通訊協定之一。在VoIP設備當中,常見的通訊協定有H.323、H.248/Megaco、MGCP與SIP,其中SIP是屬於開放性的通訊架構。目前新推出的VoIP設備都已經支援SIP通訊協定,並且定期舉行相容性測試大會,所以在VoIP設備當中,SIP已經成為這類產品的業界標準。
發揮產品功能想像空間 將是網通廠能否賺錢關鍵
熟悉網通設備市場的業者都知道,雖然VoIP已成為主流,但並非每家作VoIP的設備商都賺錢。深究其原因,除VoIP設備開發期較長外,其中最重要的因素,就是產品在規劃時,必須要創意突出、定位精準,策略正確。
因為當語音通訊成為網路設備的功能之一時,不僅企業用戶會購買,家庭用戶也是重要客戶之一,但是企業與家庭在VoIP上的需求卻是截然不同。因此廠商在規劃VoIP產品時,就必須要有不同的考量,尤其是家用市場,更要發揮創意,才能擄獲一般使用者的心。
從MIC統計報告,也得知家庭用戶的確是VoIP設備的重要銷售對象之一。2004年VoIP設備產值為5.85億美元,其中下半年便佔了約4億美元,而企業用VoIP設備成長率約53%,家庭設備的銷售成長率卻達到199%,其中家庭用戶所佔比重更是從第一季(Q1)的5成增加為Q4的7成,可見家庭用戶對VoIP設備商的貢獻度不能低估。
針對家用市場,除了檯面上看得到的設備銷售收入外,搭售(Bundle)的VoIP語音節費服務,也能讓設備商或者是ISP業者從用戶端回過頭來賺錢。因為只要能幫使用者省錢,合理的「節費」費用支出是使用者願意支付的。因此在規劃產品的時候,不僅要思考到規格的設計,甚至要搭配服務,這樣不但能增加產品獨特性,確保產品市場價格,更能增加額外收入,創造業者與消費者雙贏的局面,這麼好康的事,何樂而不為呢?
免錢真好!網路電話力量大 網通廠股價火紅的殺手級應用
--------------------------------------------------------------------------------
(劉文程/DigiTimes Lab) 2005/02/16
近來網通設備廠紛紛因網路電話(VoIP)熱潮,成為股票市場中的熱門類股,因為相較於傳統形態的網路設備而言,VoIP能確實地為使用者減少語音費用的支出,而且在網際網路數據應用成長有限的情況下,語音通訊也是Triple Play網路架構當中,最早且最容易實現的功能。
寬頻用戶大量普及 完成VoIP所需的基礎建設
網路電話普及的最重要門檻,就是要有足夠的寬頻上網人數,而最近不少調查單位所發佈的統計資料紛證明,VoIP所需的基礎建設已經達成。據台灣網路資訊中心在2月公佈的「台灣寬頻網路使用調查」報告資料顯示,截至2005年1月中旬為止,台灣地區上網人口約1,380萬人,表示整體人口(0~100歲)的上網率已經達到60.25%,其中透過寬頻網路上網的使用人數約1,031萬人,約佔總人口數的53.78%;而據資策會市場情報中心(MIC)統計,2004年全球的寬頻用戶數約為1.5億戶,2005年則可望增加到約1.9億戶。
也就是說,當寬頻成為網路主要基礎架構,且家庭普及率夠高時,VoIP才能有發揮空間;反過來說,就是要寬頻網路普及率夠高,VoIP才能達到一定的使用量,達到真正的「經濟規模」。在經濟規模使用量下,VoIP設備的價格才能降低,語音批售業務也才會有利基。
Skype敲開VoIP普及教育大門
在不少關於寬頻網路用戶的調查資料當中顯示,一般使用者真正能了解網路技術的比例,其實是相當低的,甚至不少每天使用寬頻上網的用戶根本不了解家中的上網速度,更遑論熟悉VoIP的網路設定與技術架構,變成推廣VoIP服務的障礙。
可是這樣的僵局,被Skype給打破了。因Skype提供PC對PC的免費對講,且不需額外硬體設備,只要有喇叭與麥克風就可使用,因此消費者會為了要「享受」免費的語音對講功能,而去學習Skype設定,真正開始接觸VoIP。
俗話說免費力量大!因根據Skype總裁Niklas Zennstrom在1月中旬來台記者會中所公佈的資料顯示,Skype的全球註冊使用人數為2,130萬人。假設使用Skype的用戶都是使用寬頻網路上網,若除以全球寬頻用戶數來計算,約有1成以上的寬頻用戶都註冊過Skype,這是個多麼可怕的數字啊!
所以說Skype不僅讓廣大的用戶有接觸VoIP的機會,提早讓用戶了解VoIP的優缺點,甚至教育用戶了解VoIP相關網路設定參數,這對VoIP應用的推廣,可謂是往前邁進一大步!雖然Skype的推出對電信業者的長途電話營收給予不小的打擊,但對VoIP設備商來說,卻是搬開了銷售設備道路上的巨石。
電信業者態度轉變 促使VoIP成為ISP服務一部分
真正讓VoIP有興起的可行性,是來自電信業者的態度轉變,也就是從堅決反對VoIP到接受VoIP存在的事實。因為在不少國家或區域,電信業者跟ISP業者具有生命共同體的「關係」,當網路服務供應商(ISP)收入提升有限,而Skype又已經冒出頭的情況下,電信業者如果不在第一時間內擁抱VoIP,反而會被語音批售業者賺走生意。
因此,與其讓外來廠商攻佔市場,倒不如自己跳下來賺會比較實際,雖然導入VoIP會影響到長途電話的部分業務收入,反正肥水不落外人田,總比賺不到要好。
對網通設備廠商而言,ISP業者的大規模VoIP設備採購動作,不僅能分攤設備開發成本,也能降低設備的生產單價,並且確保VoIP產品運作的穩定性。只要能夠大幅降低消費者購買VoIP設備的價格門檻,那麼願意購買VoIP設備的家庭用戶就會增加,進而提高VoIP的普及性,如此一來,便能形成良性循環。
SIP通訊協定崛起 增加VoIP設備產品互通性
早期的VoIP設備,由於每個廠商使用的通訊協定與聲音解碼標準(Code/Decode;Codec)都不相同,因此設備互通性方面並不佳,再加上生產數量有限,所以產品單價都偏高,設備普及度也受限。產品相容性差的窘況,直到通訊啟動協定(SIP)的推出才有所改善。
所謂的SIP,是Session Initiation Protocol的縮寫,為VoIP設備互通的通訊協定之一。在VoIP設備當中,常見的通訊協定有H.323、H.248/Megaco、MGCP與SIP,其中SIP是屬於開放性的通訊架構。目前新推出的VoIP設備都已經支援SIP通訊協定,並且定期舉行相容性測試大會,所以在VoIP設備當中,SIP已經成為這類產品的業界標準。
發揮產品功能想像空間 將是網通廠能否賺錢關鍵
熟悉網通設備市場的業者都知道,雖然VoIP已成為主流,但並非每家作VoIP的設備商都賺錢。深究其原因,除VoIP設備開發期較長外,其中最重要的因素,就是產品在規劃時,必須要創意突出、定位精準,策略正確。
因為當語音通訊成為網路設備的功能之一時,不僅企業用戶會購買,家庭用戶也是重要客戶之一,但是企業與家庭在VoIP上的需求卻是截然不同。因此廠商在規劃VoIP產品時,就必須要有不同的考量,尤其是家用市場,更要發揮創意,才能擄獲一般使用者的心。
從MIC統計報告,也得知家庭用戶的確是VoIP設備的重要銷售對象之一。2004年VoIP設備產值為5.85億美元,其中下半年便佔了約4億美元,而企業用VoIP設備成長率約53%,家庭設備的銷售成長率卻達到199%,其中家庭用戶所佔比重更是從第一季(Q1)的5成增加為Q4的7成,可見家庭用戶對VoIP設備商的貢獻度不能低估。
針對家用市場,除了檯面上看得到的設備銷售收入外,搭售(Bundle)的VoIP語音節費服務,也能讓設備商或者是ISP業者從用戶端回過頭來賺錢。因為只要能幫使用者省錢,合理的「節費」費用支出是使用者願意支付的。因此在規劃產品的時候,不僅要思考到規格的設計,甚至要搭配服務,這樣不但能增加產品獨特性,確保產品市場價格,更能增加額外收入,創造業者與消費者雙贏的局面,這麼好康的事,何樂而不為呢?
XoIP
XoIP
免錢真好!網路電話力量大 網通廠股價火紅的殺手級應用
--------------------------------------------------------------------------------
(劉文程/DigiTimes Lab) 2005/02/16
近來網通設備廠紛紛因網路電話(VoIP)熱潮,成為股票市場中的熱門類股,因為相較於傳統形態的網路設備而言,VoIP能確實地為使用者減少語音費用的支出,而且在網際網路數據應用成長有限的情況下,語音通訊也是Triple Play網路架構當中,最早且最容易實現的功能。
寬頻用戶大量普及 完成VoIP所需的基礎建設
網路電話普及的最重要門檻,就是要有足夠的寬頻上網人數,而最近不少調查單位所發佈的統計資料紛證明,VoIP所需的基礎建設已經達成。據台灣網路資訊中心在2月公佈的「台灣寬頻網路使用調查」報告資料顯示,截至2005年1月中旬為止,台灣地區上網人口約1,380萬人,表示整體人口(0~100歲)的上網率已經達到60.25%,其中透過寬頻網路上網的使用人數約1,031萬人,約佔總人口數的53.78%;而據資策會市場情報中心(MIC)統計,2004年全球的寬頻用戶數約為1.5億戶,2005年則可望增加到約1.9億戶。
也就是說,當寬頻成為網路主要基礎架構,且家庭普及率夠高時,VoIP才能有發揮空間;反過來說,就是要寬頻網路普及率夠高,VoIP才能達到一定的使用量,達到真正的「經濟規模」。在經濟規模使用量下,VoIP設備的價格才能降低,語音批售業務也才會有利基。
Skype敲開VoIP普及教育大門
在不少關於寬頻網路用戶的調查資料當中顯示,一般使用者真正能了解網路技術的比例,其實是相當低的,甚至不少每天使用寬頻上網的用戶根本不了解家中的上網速度,更遑論熟悉VoIP的網路設定與技術架構,變成推廣VoIP服務的障礙。
可是這樣的僵局,被Skype給打破了。因Skype提供PC對PC的免費對講,且不需額外硬體設備,只要有喇叭與麥克風就可使用,因此消費者會為了要「享受」免費的語音對講功能,而去學習Skype設定,真正開始接觸VoIP。
俗話說免費力量大!因根據Skype總裁Niklas Zennstrom在1月中旬來台記者會中所公佈的資料顯示,Skype的全球註冊使用人數為2,130萬人。假設使用Skype的用戶都是使用寬頻網路上網,若除以全球寬頻用戶數來計算,約有1成以上的寬頻用戶都註冊過Skype,這是個多麼可怕的數字啊!
所以說Skype不僅讓廣大的用戶有接觸VoIP的機會,提早讓用戶了解VoIP的優缺點,甚至教育用戶了解VoIP相關網路設定參數,這對VoIP應用的推廣,可謂是往前邁進一大步!雖然Skype的推出對電信業者的長途電話營收給予不小的打擊,但對VoIP設備商來說,卻是搬開了銷售設備道路上的巨石。
電信業者態度轉變 促使VoIP成為ISP服務一部分
真正讓VoIP有興起的可行性,是來自電信業者的態度轉變,也就是從堅決反對VoIP到接受VoIP存在的事實。因為在不少國家或區域,電信業者跟ISP業者具有生命共同體的「關係」,當網路服務供應商(ISP)收入提升有限,而Skype又已經冒出頭的情況下,電信業者如果不在第一時間內擁抱VoIP,反而會被語音批售業者賺走生意。
因此,與其讓外來廠商攻佔市場,倒不如自己跳下來賺會比較實際,雖然導入VoIP會影響到長途電話的部分業務收入,反正肥水不落外人田,總比賺不到要好。
對網通設備廠商而言,ISP業者的大規模VoIP設備採購動作,不僅能分攤設備開發成本,也能降低設備的生產單價,並且確保VoIP產品運作的穩定性。只要能夠大幅降低消費者購買VoIP設備的價格門檻,那麼願意購買VoIP設備的家庭用戶就會增加,進而提高VoIP的普及性,如此一來,便能形成良性循環。
SIP通訊協定崛起 增加VoIP設備產品互通性
早期的VoIP設備,由於每個廠商使用的通訊協定與聲音解碼標準(Code/Decode;Codec)都不相同,因此設備互通性方面並不佳,再加上生產數量有限,所以產品單價都偏高,設備普及度也受限。產品相容性差的窘況,直到通訊啟動協定(SIP)的推出才有所改善。
所謂的SIP,是Session Initiation Protocol的縮寫,為VoIP設備互通的通訊協定之一。在VoIP設備當中,常見的通訊協定有H.323、H.248/Megaco、MGCP與SIP,其中SIP是屬於開放性的通訊架構。目前新推出的VoIP設備都已經支援SIP通訊協定,並且定期舉行相容性測試大會,所以在VoIP設備當中,SIP已經成為這類產品的業界標準。
發揮產品功能想像空間 將是網通廠能否賺錢關鍵
熟悉網通設備市場的業者都知道,雖然VoIP已成為主流,但並非每家作VoIP的設備商都賺錢。深究其原因,除VoIP設備開發期較長外,其中最重要的因素,就是產品在規劃時,必須要創意突出、定位精準,策略正確。
因為當語音通訊成為網路設備的功能之一時,不僅企業用戶會購買,家庭用戶也是重要客戶之一,但是企業與家庭在VoIP上的需求卻是截然不同。因此廠商在規劃VoIP產品時,就必須要有不同的考量,尤其是家用市場,更要發揮創意,才能擄獲一般使用者的心。
從MIC統計報告,也得知家庭用戶的確是VoIP設備的重要銷售對象之一。2004年VoIP設備產值為5.85億美元,其中下半年便佔了約4億美元,而企業用VoIP設備成長率約53%,家庭設備的銷售成長率卻達到199%,其中家庭用戶所佔比重更是從第一季(Q1)的5成增加為Q4的7成,可見家庭用戶對VoIP設備商的貢獻度不能低估。
針對家用市場,除了檯面上看得到的設備銷售收入外,搭售(Bundle)的VoIP語音節費服務,也能讓設備商或者是ISP業者從用戶端回過頭來賺錢。因為只要能幫使用者省錢,合理的「節費」費用支出是使用者願意支付的。因此在規劃產品的時候,不僅要思考到規格的設計,甚至要搭配服務,這樣不但能增加產品獨特性,確保產品市場價格,更能增加額外收入,創造業者與消費者雙贏的局面,這麼好康的事,何樂而不為呢?
免錢真好!網路電話力量大 網通廠股價火紅的殺手級應用
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(劉文程/DigiTimes Lab) 2005/02/16
近來網通設備廠紛紛因網路電話(VoIP)熱潮,成為股票市場中的熱門類股,因為相較於傳統形態的網路設備而言,VoIP能確實地為使用者減少語音費用的支出,而且在網際網路數據應用成長有限的情況下,語音通訊也是Triple Play網路架構當中,最早且最容易實現的功能。
寬頻用戶大量普及 完成VoIP所需的基礎建設
網路電話普及的最重要門檻,就是要有足夠的寬頻上網人數,而最近不少調查單位所發佈的統計資料紛證明,VoIP所需的基礎建設已經達成。據台灣網路資訊中心在2月公佈的「台灣寬頻網路使用調查」報告資料顯示,截至2005年1月中旬為止,台灣地區上網人口約1,380萬人,表示整體人口(0~100歲)的上網率已經達到60.25%,其中透過寬頻網路上網的使用人數約1,031萬人,約佔總人口數的53.78%;而據資策會市場情報中心(MIC)統計,2004年全球的寬頻用戶數約為1.5億戶,2005年則可望增加到約1.9億戶。
也就是說,當寬頻成為網路主要基礎架構,且家庭普及率夠高時,VoIP才能有發揮空間;反過來說,就是要寬頻網路普及率夠高,VoIP才能達到一定的使用量,達到真正的「經濟規模」。在經濟規模使用量下,VoIP設備的價格才能降低,語音批售業務也才會有利基。
Skype敲開VoIP普及教育大門
在不少關於寬頻網路用戶的調查資料當中顯示,一般使用者真正能了解網路技術的比例,其實是相當低的,甚至不少每天使用寬頻上網的用戶根本不了解家中的上網速度,更遑論熟悉VoIP的網路設定與技術架構,變成推廣VoIP服務的障礙。
可是這樣的僵局,被Skype給打破了。因Skype提供PC對PC的免費對講,且不需額外硬體設備,只要有喇叭與麥克風就可使用,因此消費者會為了要「享受」免費的語音對講功能,而去學習Skype設定,真正開始接觸VoIP。
俗話說免費力量大!因根據Skype總裁Niklas Zennstrom在1月中旬來台記者會中所公佈的資料顯示,Skype的全球註冊使用人數為2,130萬人。假設使用Skype的用戶都是使用寬頻網路上網,若除以全球寬頻用戶數來計算,約有1成以上的寬頻用戶都註冊過Skype,這是個多麼可怕的數字啊!
所以說Skype不僅讓廣大的用戶有接觸VoIP的機會,提早讓用戶了解VoIP的優缺點,甚至教育用戶了解VoIP相關網路設定參數,這對VoIP應用的推廣,可謂是往前邁進一大步!雖然Skype的推出對電信業者的長途電話營收給予不小的打擊,但對VoIP設備商來說,卻是搬開了銷售設備道路上的巨石。
電信業者態度轉變 促使VoIP成為ISP服務一部分
真正讓VoIP有興起的可行性,是來自電信業者的態度轉變,也就是從堅決反對VoIP到接受VoIP存在的事實。因為在不少國家或區域,電信業者跟ISP業者具有生命共同體的「關係」,當網路服務供應商(ISP)收入提升有限,而Skype又已經冒出頭的情況下,電信業者如果不在第一時間內擁抱VoIP,反而會被語音批售業者賺走生意。
因此,與其讓外來廠商攻佔市場,倒不如自己跳下來賺會比較實際,雖然導入VoIP會影響到長途電話的部分業務收入,反正肥水不落外人田,總比賺不到要好。
對網通設備廠商而言,ISP業者的大規模VoIP設備採購動作,不僅能分攤設備開發成本,也能降低設備的生產單價,並且確保VoIP產品運作的穩定性。只要能夠大幅降低消費者購買VoIP設備的價格門檻,那麼願意購買VoIP設備的家庭用戶就會增加,進而提高VoIP的普及性,如此一來,便能形成良性循環。
SIP通訊協定崛起 增加VoIP設備產品互通性
早期的VoIP設備,由於每個廠商使用的通訊協定與聲音解碼標準(Code/Decode;Codec)都不相同,因此設備互通性方面並不佳,再加上生產數量有限,所以產品單價都偏高,設備普及度也受限。產品相容性差的窘況,直到通訊啟動協定(SIP)的推出才有所改善。
所謂的SIP,是Session Initiation Protocol的縮寫,為VoIP設備互通的通訊協定之一。在VoIP設備當中,常見的通訊協定有H.323、H.248/Megaco、MGCP與SIP,其中SIP是屬於開放性的通訊架構。目前新推出的VoIP設備都已經支援SIP通訊協定,並且定期舉行相容性測試大會,所以在VoIP設備當中,SIP已經成為這類產品的業界標準。
發揮產品功能想像空間 將是網通廠能否賺錢關鍵
熟悉網通設備市場的業者都知道,雖然VoIP已成為主流,但並非每家作VoIP的設備商都賺錢。深究其原因,除VoIP設備開發期較長外,其中最重要的因素,就是產品在規劃時,必須要創意突出、定位精準,策略正確。
因為當語音通訊成為網路設備的功能之一時,不僅企業用戶會購買,家庭用戶也是重要客戶之一,但是企業與家庭在VoIP上的需求卻是截然不同。因此廠商在規劃VoIP產品時,就必須要有不同的考量,尤其是家用市場,更要發揮創意,才能擄獲一般使用者的心。
從MIC統計報告,也得知家庭用戶的確是VoIP設備的重要銷售對象之一。2004年VoIP設備產值為5.85億美元,其中下半年便佔了約4億美元,而企業用VoIP設備成長率約53%,家庭設備的銷售成長率卻達到199%,其中家庭用戶所佔比重更是從第一季(Q1)的5成增加為Q4的7成,可見家庭用戶對VoIP設備商的貢獻度不能低估。
針對家用市場,除了檯面上看得到的設備銷售收入外,搭售(Bundle)的VoIP語音節費服務,也能讓設備商或者是ISP業者從用戶端回過頭來賺錢。因為只要能幫使用者省錢,合理的「節費」費用支出是使用者願意支付的。因此在規劃產品的時候,不僅要思考到規格的設計,甚至要搭配服務,這樣不但能增加產品獨特性,確保產品市場價格,更能增加額外收入,創造業者與消費者雙贏的局面,這麼好康的事,何樂而不為呢?
Monday, January 31, 2005
美國電信業百年老店AT&T被購併
XoIP
美國電信業百年老店AT&T被購併
SBC斥資160億美元買下 結束AT&T長達130年公司歷史
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(國際新聞中心鄭棠君/綜合外電) 2005/02/01
美國區域電信業者SBC Communications正式以160億美元,購併美國最大長途電信業者AT&T,並躍居全美最大電信公司,業務範圍橫跨各電信領域,而此購併案也將結束AT&T長達130年的公司歷史。SBC與AT&T董事會已分別於30日與31日通過此項購併案,預計2006年上半完成購併,SBC將支付AT&T 150億美元股票及10億美元現金。
據華爾街日報(WSJ)報導,曾叱吒美國電信產業的AT&T,自從1984年遭美國政府以反壟斷市場為由,迫其分割為SBC、BellSouth等7家區域電信業者與1家長途電信母公司AT&T以來,營收逐漸萎縮,在市場競爭愈趨激烈情況下,AT&T甚至預估,2005年營收將下滑16%,因此,該公司近來積極尋覓可能買主;AT&T在2003年時便曾與BellSouth洽談購併事宜,但最後無疾而終。
SBC購併AT&T後,SBC董事長與執行長Edward Whitacre Jr.將續任原職,AT&T執行長David Dorman則接手新公司總裁一職,且AT&T原任高層將在新公司董事會佔有3席。Whitacre表示,此項購併案將為21世紀美國電信產業帶來革命性的發展,雖然購併AT&T將減緩該公司短期營收成長速率,然自2008年起購併效益將開始浮現。
藉由購併AT&T,SBC將稱霸企業、行動通訊、長途及網路寬頻等美國電信市場,並在整體消費性寬頻市場中排名第二,僅次於美國最大有線電視業者Comcast。此外,擁有美國最大行動通訊服務商Cingular Wireless 60%持股的SBC,亦計劃將行動事業推展至AT&T企業用戶。
SBC希望能將旗下行動業務拓展至AT&T的商業用戶,藉以開拓新的營收來源,並計劃將AT&T商用事業,拓展至小型企業和家庭市場。另外,有鑑於AT&T為全球知名、且備受推崇的悠久品牌,合併後的新公司將持續採用AT&T的品牌名稱。
不過,由於SBC購併AT&T可能涉及壟斷市場競爭,美國司法單位恐不會輕易放行。而Verizon Communications、BellSouth等美國其他區域電信業者眼見對手SBC與AT&T結親,為搶攻商用市場,可能如法炮製,計劃購併AT&T最大對手MCI。AT&T擁有2,500萬名住家用戶及300萬名企業用戶;SBC則擁有5,000萬名區域用戶。
美國電信業百年老店AT&T被購併
SBC斥資160億美元買下 結束AT&T長達130年公司歷史
--------------------------------------------------------------------------------
(國際新聞中心鄭棠君/綜合外電) 2005/02/01
美國區域電信業者SBC Communications正式以160億美元,購併美國最大長途電信業者AT&T,並躍居全美最大電信公司,業務範圍橫跨各電信領域,而此購併案也將結束AT&T長達130年的公司歷史。SBC與AT&T董事會已分別於30日與31日通過此項購併案,預計2006年上半完成購併,SBC將支付AT&T 150億美元股票及10億美元現金。
據華爾街日報(WSJ)報導,曾叱吒美國電信產業的AT&T,自從1984年遭美國政府以反壟斷市場為由,迫其分割為SBC、BellSouth等7家區域電信業者與1家長途電信母公司AT&T以來,營收逐漸萎縮,在市場競爭愈趨激烈情況下,AT&T甚至預估,2005年營收將下滑16%,因此,該公司近來積極尋覓可能買主;AT&T在2003年時便曾與BellSouth洽談購併事宜,但最後無疾而終。
SBC購併AT&T後,SBC董事長與執行長Edward Whitacre Jr.將續任原職,AT&T執行長David Dorman則接手新公司總裁一職,且AT&T原任高層將在新公司董事會佔有3席。Whitacre表示,此項購併案將為21世紀美國電信產業帶來革命性的發展,雖然購併AT&T將減緩該公司短期營收成長速率,然自2008年起購併效益將開始浮現。
藉由購併AT&T,SBC將稱霸企業、行動通訊、長途及網路寬頻等美國電信市場,並在整體消費性寬頻市場中排名第二,僅次於美國最大有線電視業者Comcast。此外,擁有美國最大行動通訊服務商Cingular Wireless 60%持股的SBC,亦計劃將行動事業推展至AT&T企業用戶。
SBC希望能將旗下行動業務拓展至AT&T的商業用戶,藉以開拓新的營收來源,並計劃將AT&T商用事業,拓展至小型企業和家庭市場。另外,有鑑於AT&T為全球知名、且備受推崇的悠久品牌,合併後的新公司將持續採用AT&T的品牌名稱。
不過,由於SBC購併AT&T可能涉及壟斷市場競爭,美國司法單位恐不會輕易放行。而Verizon Communications、BellSouth等美國其他區域電信業者眼見對手SBC與AT&T結親,為搶攻商用市場,可能如法炮製,計劃購併AT&T最大對手MCI。AT&T擁有2,500萬名住家用戶及300萬名企業用戶;SBC則擁有5,000萬名區域用戶。
Wednesday, January 26, 2005
WiFi應用領域擴及手機 WiMAX的整合議題也隨之興起
XoIP
WiFi應用領域擴及手機 WiMAX的整合議題也隨之興起
【徐玉學】 2005.01
WLAN在經歷2002~2004年的高度成長後,在2004年開始把觸角由NB PC跨足手機領域,以挑戰更大的市場母體與下一波的成長動力。隨著2004下半年Smart Phone與PDA Phone市場的興起,WLAN又多了可以切入的利基點。
而隨著3G應用的進展,以及WiMAX的可能興起,手機的整合議題將會持續引起廣泛討論。
WLAN想要進軍手機領域,首先要克服的是WLAN模組的體積與耗電性,在體積部分,由於晶片整合之成功與LTCC製程的協助,已經有廠商如絡達獲得顯著突破,並受到手機廠商注目,而耗電部分則為下一階段的研發重心。
WLAN切入手機的發展機會
在手機廠商的態度上面,2004年下半年是一個很重要的轉變,這其中很重要的因素是因為Smart Phone與PDA Phone市場的興起。由於手機市場競爭日漸激烈,手機廠商為求新求變,必須不斷朝整合與擴充的方向邁進,Smart Phone擁有開放式OS的使用環境,用戶有更多的機會做數據與檔案的下載與分享,異質網路接取能力勢必是Smart Phone的訴求重點,而Smart Phone與PDA Phone市場的興起也自然是WLAN可以切入的利基所在。
其次是企業與家庭內VoIP與WLAN的環境也在快速成熟,非常有可能帶動新一波的固話更新革命,特別是Skype的風潮驅使下,通話費用的節省也成為訴求重心之一,產品發展上甚至將室內無線電話與行動電話做結合,因此兩股力量交錯之下,目前開發WLAN電話產品的業者不少,包括Nokia、Motorola、Cisco、HP及Vocera等,推出的產品則包括Calypso的C1250i、Cisco的WiFi Phone、NTT DoCoMo的N900iL、Motorola的CN620、Nokia的9500 Communicator、BenQ的P50、神達的Mio 8860、ASUS的P505、多普達的Smart Phone等。
差別僅在於,手機廠商比較青睞於開發GSM或CDMA與WLAN共存的機種,WLAN功能只支持數據傳輸,而網路設備廠商則優先推出純的WiFi Phone。因此In-Stat/MDR預估,全球雙網手機銷量,在2005年底以前將只有50萬支左右的銷量,但自2006年後會快速成長,2008年會超過1億支的門檻(圖1)。
不過對於WLAN及手機功能並存的可行性,關鍵其實來自於行動通訊服務供應商的態度,因為具有WLAN能力的手機要佔據優勢,一個很重要的關鍵是必須要有足夠多的接取點(AP),而只有行動通訊服務供應商有這樣的實力可以做到WWAN與WLAN的互補。但由於WLAN可能侵蝕行動通訊業務的獲利,且經營2種業務的業者,通常不是同一家,因此在以往,2種功能並存的裝置雖然便利,卻不見得能得到服務供應商的支持。
但在Skype與其他VoIP技術逐漸風行時,一向被認為在Cellular/WLAN方面持觀望態度的電信營運業者,實際上卻已悄悄主導了全球PWLAN的經營,根據In-Stat/MDR的統計資料顯示,電信營運業者於PWLAN用戶佔有比重,已經由2001年的17%成長至2004年的42%,成為PWLAN的主要推動力量。從此現象可看出,其實電信營運業者錯過雙網整合所可能帶來的電信應用新變革,在雙網整合服務上亦早有佈局。
WiMAX商用化加速另一種整合可能
未來的手持式設備,除了可能有GPRS、WCDMA等WWAN功能、WLAN模組外,Intel所主導的WiMAX成為另一種整合可能。WiMAX目前已逐漸逼近商用化的階段,首批晶片在2004年已由TSMC以0.13微米製程試產,預計2005年移轉至Intel自己的90奈米製程來做,並開始推廣建置用戶端設備與基地台(表1)。
由於WiMax與2G/3G行動通訊雷同,都是作用在WLAN以上的層次,也因此某種程度上與固網的最後一哩線路具有互補及替代的效果。但WiMax與2G/3G行動通訊不同的是,由於802.16a不具備轉手(Handover)的特色,因此收發終端在各基地台所構築的蜂巢間,無法做如手機般的基地台切換功能,使得其不具有移動性,只能視作寬頻無線固定接取(Fixed Broadband Wireless Internet Access)。因此WiMAX的初期目標,將是以戶外定點為主,以方便NB PC進行接取,預計一個由WiMAX佈建成本10萬美元的城鎮,若鋪設光纖則約100萬美元,WiMAX的成本優勢由此彰顯。而根據Intel目標,在2006年WiMAX逐漸成熟後,走入室內以與ADSL互補將成為下一波發展方向,2006年2.1億戶的全球寬頻用戶中,Intel樂觀預估會有1500萬戶的WiMAX(表2)。而在2006年加入高速移動協定的新版本後,WiMAX除了整合至NB中,預計2007年推出行動電話、智慧型手機的WiMAX晶片,正是成為新的雙網或三網架構成員,也因此許多通訊產業上中下游的主要廠商紛紛投入WiMAX陣營,以免落入產業發展趨勢之外(圖2)。
3G為GPRS+WLAN的解決方案投下變數
許多人看好Skype在手機的應用,而有WiFi Phone或是手機內建WiFi與Skype將在2005年快速成長的呼聲,不過筆者認為這個看法過於樂觀。Skype係採用P2P的架構,所以手機若使用Skype,會讓手機形同是一個小型伺服器,造成系統負荷過大,手機規格能不能跑得動與耗電性的問題都有賴克服,不到2006年是難以大量普及的,同時熱點的推廣與佈建也有賴時間成長。
也因此,2006年幾乎說是手持式設備可開始大量支援3G與WiFi的始點,2005年前市場量將小於新聞熱度,那麼GPRS+WLAN的解決方案將很有可能僅是一個過渡性且市場規模有限的產品。其實自GPRS上網卡推出以來,市場反應除了中國的NB PC與PDA用戶反應尚可外,幾乎對於GPRS僅幾十餘Kbps的傳輸速率頗有微詞,以NB PC與PDA產品來說,3G的速度才能滿足基本需求,而手機又要等到2006年才能讓WiFi有比較好的運作環境。因此我們可以預期,自2006年開始,3G+WLAN的雙網整合模式,將在NB PC、PDA、Phone上快速成長,然後在2007年後,WiMAX的整合議題也隨之興起。換言之,GPRS+WLAN的解決方案會是雷聲大雨點小的尷尬技術,並不值得業者投入
WiFi應用領域擴及手機 WiMAX的整合議題也隨之興起
【徐玉學】 2005.01
WLAN在經歷2002~2004年的高度成長後,在2004年開始把觸角由NB PC跨足手機領域,以挑戰更大的市場母體與下一波的成長動力。隨著2004下半年Smart Phone與PDA Phone市場的興起,WLAN又多了可以切入的利基點。
而隨著3G應用的進展,以及WiMAX的可能興起,手機的整合議題將會持續引起廣泛討論。
WLAN想要進軍手機領域,首先要克服的是WLAN模組的體積與耗電性,在體積部分,由於晶片整合之成功與LTCC製程的協助,已經有廠商如絡達獲得顯著突破,並受到手機廠商注目,而耗電部分則為下一階段的研發重心。
WLAN切入手機的發展機會
在手機廠商的態度上面,2004年下半年是一個很重要的轉變,這其中很重要的因素是因為Smart Phone與PDA Phone市場的興起。由於手機市場競爭日漸激烈,手機廠商為求新求變,必須不斷朝整合與擴充的方向邁進,Smart Phone擁有開放式OS的使用環境,用戶有更多的機會做數據與檔案的下載與分享,異質網路接取能力勢必是Smart Phone的訴求重點,而Smart Phone與PDA Phone市場的興起也自然是WLAN可以切入的利基所在。
其次是企業與家庭內VoIP與WLAN的環境也在快速成熟,非常有可能帶動新一波的固話更新革命,特別是Skype的風潮驅使下,通話費用的節省也成為訴求重心之一,產品發展上甚至將室內無線電話與行動電話做結合,因此兩股力量交錯之下,目前開發WLAN電話產品的業者不少,包括Nokia、Motorola、Cisco、HP及Vocera等,推出的產品則包括Calypso的C1250i、Cisco的WiFi Phone、NTT DoCoMo的N900iL、Motorola的CN620、Nokia的9500 Communicator、BenQ的P50、神達的Mio 8860、ASUS的P505、多普達的Smart Phone等。
差別僅在於,手機廠商比較青睞於開發GSM或CDMA與WLAN共存的機種,WLAN功能只支持數據傳輸,而網路設備廠商則優先推出純的WiFi Phone。因此In-Stat/MDR預估,全球雙網手機銷量,在2005年底以前將只有50萬支左右的銷量,但自2006年後會快速成長,2008年會超過1億支的門檻(圖1)。
不過對於WLAN及手機功能並存的可行性,關鍵其實來自於行動通訊服務供應商的態度,因為具有WLAN能力的手機要佔據優勢,一個很重要的關鍵是必須要有足夠多的接取點(AP),而只有行動通訊服務供應商有這樣的實力可以做到WWAN與WLAN的互補。但由於WLAN可能侵蝕行動通訊業務的獲利,且經營2種業務的業者,通常不是同一家,因此在以往,2種功能並存的裝置雖然便利,卻不見得能得到服務供應商的支持。
但在Skype與其他VoIP技術逐漸風行時,一向被認為在Cellular/WLAN方面持觀望態度的電信營運業者,實際上卻已悄悄主導了全球PWLAN的經營,根據In-Stat/MDR的統計資料顯示,電信營運業者於PWLAN用戶佔有比重,已經由2001年的17%成長至2004年的42%,成為PWLAN的主要推動力量。從此現象可看出,其實電信營運業者錯過雙網整合所可能帶來的電信應用新變革,在雙網整合服務上亦早有佈局。
WiMAX商用化加速另一種整合可能
未來的手持式設備,除了可能有GPRS、WCDMA等WWAN功能、WLAN模組外,Intel所主導的WiMAX成為另一種整合可能。WiMAX目前已逐漸逼近商用化的階段,首批晶片在2004年已由TSMC以0.13微米製程試產,預計2005年移轉至Intel自己的90奈米製程來做,並開始推廣建置用戶端設備與基地台(表1)。
由於WiMax與2G/3G行動通訊雷同,都是作用在WLAN以上的層次,也因此某種程度上與固網的最後一哩線路具有互補及替代的效果。但WiMax與2G/3G行動通訊不同的是,由於802.16a不具備轉手(Handover)的特色,因此收發終端在各基地台所構築的蜂巢間,無法做如手機般的基地台切換功能,使得其不具有移動性,只能視作寬頻無線固定接取(Fixed Broadband Wireless Internet Access)。因此WiMAX的初期目標,將是以戶外定點為主,以方便NB PC進行接取,預計一個由WiMAX佈建成本10萬美元的城鎮,若鋪設光纖則約100萬美元,WiMAX的成本優勢由此彰顯。而根據Intel目標,在2006年WiMAX逐漸成熟後,走入室內以與ADSL互補將成為下一波發展方向,2006年2.1億戶的全球寬頻用戶中,Intel樂觀預估會有1500萬戶的WiMAX(表2)。而在2006年加入高速移動協定的新版本後,WiMAX除了整合至NB中,預計2007年推出行動電話、智慧型手機的WiMAX晶片,正是成為新的雙網或三網架構成員,也因此許多通訊產業上中下游的主要廠商紛紛投入WiMAX陣營,以免落入產業發展趨勢之外(圖2)。
3G為GPRS+WLAN的解決方案投下變數
許多人看好Skype在手機的應用,而有WiFi Phone或是手機內建WiFi與Skype將在2005年快速成長的呼聲,不過筆者認為這個看法過於樂觀。Skype係採用P2P的架構,所以手機若使用Skype,會讓手機形同是一個小型伺服器,造成系統負荷過大,手機規格能不能跑得動與耗電性的問題都有賴克服,不到2006年是難以大量普及的,同時熱點的推廣與佈建也有賴時間成長。
也因此,2006年幾乎說是手持式設備可開始大量支援3G與WiFi的始點,2005年前市場量將小於新聞熱度,那麼GPRS+WLAN的解決方案將很有可能僅是一個過渡性且市場規模有限的產品。其實自GPRS上網卡推出以來,市場反應除了中國的NB PC與PDA用戶反應尚可外,幾乎對於GPRS僅幾十餘Kbps的傳輸速率頗有微詞,以NB PC與PDA產品來說,3G的速度才能滿足基本需求,而手機又要等到2006年才能讓WiFi有比較好的運作環境。因此我們可以預期,自2006年開始,3G+WLAN的雙網整合模式,將在NB PC、PDA、Phone上快速成長,然後在2007年後,WiMAX的整合議題也隨之興起。換言之,GPRS+WLAN的解決方案會是雷聲大雨點小的尷尬技術,並不值得業者投入
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