Brian Modoff, managing director at Deutsche Bank Securities, is moderating a panel on “Examining the VoLTE opportunity”, on Day One of the LTE North America conference, taking place on the 21st-22nd November 2013, of Dallas, Texas, USA. Ahead of the show we get his perspective on the latest developments in the US LTE industry and around the world.
Where are the most exciting examples of LTE deployments that you can see from around the world?
NTT DoCoMo in Japan has often been at the forefront of technology changes. It is currently testing and rolling out an upgrade to its Xi service, which would bring downlink speeds to 150 Mbps. Additionally, it has recently released its conceptual version of “5G” and although it will be a herculean effort to get there, we give them credit for putting these ideas out there. SK Telecom is Korea is another carrier that has been a leader. They released LTE-Advanced on its network recently as well.
In terms of go to market strategies, who are the players that have most impressed you?
Carrier wise we give credit to T-Mobile for always trying to shake things up. Whether it’s a deal on the iPhone, being the first to market with a new upgrade service, or its recent announcement to provide free unlimited international calls and data to its subscribers.
The LTE North America conference is taking place on the 21st-22nd November 2013, in Dallas, Texas, USA. Click here NOW to download a brochure for the event.
There’s still a concern from many carriers about becoming a dumb pipe. What do you think is key to unlocking the value in the network for consumers? Will it be smart use of network intelligence, or something else?
Network intelligence is one of the better ideas. Other ideas we have seen, like an “insurance” model as a method of payment, could be challenging. We think network intelligence is a natural extension of the move to an all-IP network.
What impact will the role of LTE Advanced have on the US market in terms of ARPU?
If subscribers can download data off the network at higher speeds, they will often download more of it. This practice should give opportunities for carriers to increase ARPU.
Is M2M proving to be the growth opportunity it was predicted to be?
ATT and GE recently inked a deal to move forward with M2M communications. This is likely the first of many and while we have been hearing about M2M for more than a decade, we believe we’re finally getting to the point of implementation.
What in particular are you most looking forward to about attending the LTE North America conference?
It always brings together a good group of people in the industry, all of whom are working on advancements in LTE. It’s an exciting time in the industry and I expect this year’s show to do a good job of highlighting this.