AT&T的物联网战略


本期BARRON'S刊登了一系列关于本周CTIA展会的报道。这是其中一篇:

CTIA: AT&T Wants To Connect Everything To The Internet

By ERIC SAVITZ

AT&T wants to connect more or less everything you can think of to the Internet. The company, which has been boasting about its dominant position in the U.S. smart phone market, is one of a number of participants in this week’s CTIA Wireless show in Las Vegas that expects the Internet of things to rapidly blow past the wireless Internet now dominated by mobile phones.

The strategy became clear this afternoon at a meeting this afternoon with media and analysts.

At the event, Ralph de la Vega, chief of AT&T Mobility and Consumer Markets took a victory lap in the smart phone race. Repeating a theme he touched on in a keynote address yesterday, de la Vega this afternoon noted that AT&T has 30 million 3G data subscribers in the U.S., more than any other carriers, with more than twice the number of smart phones in service than any other U.S. carrier, and customers downloading more apps than any other carriers.

Cisco CTO Padmasree Warrior earlier today predicted that there will be 1 trillion connected devices on the Internet by 2013. That view fits right in with AT&T’s view of the world.

At the lunch, David Christopher, chief marketing offer for the mobility and consumer markets group, ran through some comments on the company’s smart phone business, noting for instance that the company is  the only carrier with offerings running on the iPhone OS, AndroidSymbianBlackBerryPalm WebOs and Windows Mobile. (Due in part to the exclusive on the Apple iPhone.)

Some other key points from Christopher:

  • Smart phones are 35% of AT&T handset units.
  • Christopher said the company is focusing on selling more “quick messaging” phones, which accounted for 30% of units in the fourth quarter. To bring apps to those phones, the company has adopted the BREW platform from Qualcomm, and is encouraging developers to write apps for the phones.
  • This week they launched four new phones in this category, the Samsung Strive and Sunburst, and the Pantech Link and Pursuit.
  • Christopher says they are “rethinking messaging,” to allow embedded videos, threaded messaging, and other features to make messaging more useful.
  • Another new software offering is the AT&T Address Book, for managing and backing up contacts over the Web. The service is free; starts this week on the Samsung Strive, and will be spread from there.
  • Another new service launch is AT&T Locker, to upload pictures to the Web. Upoloads are 35 cents a month.
  • Another new service, launched today in this case, is AT&T Music, for discovering, playing and shopping for music in one place on your phone. The service is $6.99 a month.
  • Today, the company announced the 3G Microcell, a femtocell you plug into your broadband line. You get 5-bar calling, at $19.99 a month, and there is a $149 one-time fee for the cell. Launches in April on a phased roll out approach. UPDATE: A clarification from AT&T: “The $19.99/month for MicroCell is an optional calling plan that provides unlimited calls over the MicroCell for $19.99 per month. It is not required though. MicroCell customers who don’t subscribe to the $19.99 unlimited plan are charged for calls over the MicroCell just the same as they are charged for all other cell calls, as per the plan they subscribe to.”
  • Finally, he is demonstrating U-verse Mobile, a service which AT&T CEO Randall Stephenson mentioned yesterday in his keynote. The service allows you to control your DVR remotely - and watch content on your phone.

In what was clearly the more forward aspect of the presentation, Glenn Lurie, president of emerging devices, laid out with great enthusiasm the opportunities the company sees in non-phone devices.

  • They think this is the next big thing in the mobility space. The idea, he says, is to “wirelessly enable everything.”
  • Lurie says this is a huge opportunity. Every device, he contends, would be better if connected. The opportunity, he says, is here now.
  • Over the last year they have launched service on many devices. Netbooks galore. Amazon Kindle. The Sony ReaderTomTom and Garmin connected GPS devices. Barnes & Noble Nook. Digital picture frames. And the Apple iPad.
  • Other opportunities in health care, smart meters, gaming devices, tablets, digital cameras, media players. in-car telematics. He says the opportunity here is endless.
  • They are launching this week third-party applications for tracking people, creatures and things, or as he puts it, tracking “people, pets and pallets.” Also using the network: a network-enabled gaming device calledZeebo, which started with a launch in developing markets.
  • Another application: intelligent pill caps, to make sure you take your medication.

   ------ BARRON'S Weekly

以下是Google Translate提供的译文,用谷歌金山词霸取词翻译也是一样的。意思大致是有了,不过有些搞笑。

AT&T公司希望连接或多或少一切你能想到的互联网。该公司已对其在美国智能手机市场的主导地位吹牛,是在 本周的CTIA无线在拉斯维加斯展示了与会者的数量预计,物联网迅速吹过去现在占主导地位的无线互联网移动电话。

该战略显然在今午的会议上与媒体和分析师下午。

在活动中,拉尔夫德拉维加,AT&T公司的首席移动和 消费市场在智能手机圈比赛的胜利。重复一个主题,他谈到了在主题演讲昨天,德拉维加今天 下午指出,AT&T已在美国3000万3G数据用户,有超过两倍的服务智能手机比任何其他数字比任何其他航空公司的更多,美国运营商和客户下载比任何其他运营商更多的应用程序。

思科首席技术官Padmasree战士今天早些时候预测,到2013年将有1万亿美元在互联网上连接的设备。这一观点符合权利与AT&T公司对世界的看法。

在午宴上,大卫克里斯托弗,主要为移动和消费市场集团 市场营销提供,贯穿于公司的智能手机业务的一些意见,例如指出,该公司是唯一载体的iPhone作业系统,机器人,运行Symbian产品,黑莓,Palm的webOS和Windows Mobile。 (部分由于对苹果iPhone的独家)。

一些来自斯托弗其他关键点:
   
*智能手机是AT&T公司35%的手机单位。
    
*克里斯托弗说,该公司正在出售更多的“快速信息”电 话,其中30%的单位占第四季度为重点。为了使这些应用程序的手机,该公司已通过了由高通 BREW平台,并鼓励开发人员编写应用程序的手机。
    
*本星期,他们开始在这四类新手机,三星的努力和森伯 斯特,以及泛泰通和追求。
    
*克里斯托弗说,他们是“反思消息,”允许嵌入式视 频,线程消息和其他特征,使信息更加有用。
    
*另一种新的软件产品是AT&T的地址簿,管理和备份 在网上联系。这项服务是免费的努力开始于本周三星,并将从那里蔓 延。
    
*另一项新服务的推出,是AT&T的衣柜,上传图片 到网站。 Upoloads为35美分1个月。
    
*另一项新服务,在这种情况下推出的今天,是AT&T 音乐,用于发现,玩,购物在一个地方音乐手机。这项服务是每月6.99美元。
    
*今天,该公司宣布第三代微小区,一个家庭基站到您的 宽带线插头。你得到5杆致电的话,每月19.99美元,并有一个 149美元的一次性电池的费用。在4月推出的一出方式分阶段推出。更新:从AT&T公司澄清说:“美元用于微蜂窝 19.99/month是一个可选的通话计划,提供每月19.99美元,比微细胞无限制通话。虽然这不是必需。微蜂窝的客户谁不同意的19.99美元无限计划的收费 是在微蜂窝电话仅仅是因为他们的收费是所有其他细胞的电话,按计划他们同意一样。“
    
*最后,他展示的U - verse移动,而这些服务的AT&T的首席执行官Randall Stephenson先生在其主题演讲中提到昨天。该服务允许你远程控制你的硬盘录像机 - 和您的手机上观看内容。
在什么是清晰的介绍,总裁Glenn Lurie,新兴设备总裁,奠定了巨大的热情的机会,公司在非电话设备方面看到了更具前瞻性。
   
*他们认为这是未来在空间的流动性大的事情。这个想法,他说,是“无线使一切。”
    
*劳瑞说,这是一个巨大的机会。每一个设备,他辩称,如果连接会更好。有机会,他说,现在在这里。
    
*在过去的一年里,他们开展了许多设备服务。上网本嘉豪。亚马逊点燃。索尼阅读器。 TomTom和Garmin的GPS设备相连。巴诺努克。数码相框。 ipad公司和苹果。
    
在卫生保健,智能仪表,游戏机,片剂,数码相机*其他 的机会,媒体播放器。在汽车远程信息处理。他说,这里的机会是无止境的。
    
*他们推出这项跟踪人,动物和事物,或如他所说,跟踪 “的人,宠物和货盘。”同时使用网络:网络功能的游戏设备Zeebo,这与一开始一周的第三方应用在发展中市场推出。
    
*另外一个应用:智能药丸上限,以确保你把你的药物。