LATAM Telecom

From Cellular News today: "At the Macworld conference, Apple CEO Steve Jobs said that the company had sold 4 million units of its iPhone handset since it was launched exactly 200 days ago. He noted that was 20,000 phones sold per day, on average." Jobs claims that the market share for the iPhone in the USA has reached 19.5%, placing them second behind RIM within the smartphone market. Jobs announced several upgrades related to SMS functionality, an update on the SDK but no news regarding MMS. Jobs also failed to announce any new operator agreements and any update on the much expected 3G phone. Many analysts and industry experts expected Apple to introduce the 3G phone at this event.

As reported previously here (see here , here and here ), six major Brazilian Operators have come together to launch Personal IM and build an operator led mobile IM community in the Brazilian market by Q2 08. Participating operators are Vivo, Claro, Oi, Brasil Telecom, Telemig Amazonia, TIM. These operators are working together with Paloma Vivanco, Market Development Manager for Personal IM of the GSM Association. With this, Brazil leads the effort for deploying Personal Instant Messaging in Latin America. Other efforts include Telefonica Movistar. We have not heard yet from the largest operator in the region, Telcel (Mexico), but surely after this announcement, they will pay close attention to this service which has already been successfully deployed in Europe and Asia.

It appears that operators in Brazil are taking the lead now in deploying Personal Instant Messaging , following GSM Association's technical and commercial framework, which has already been deployed by other operators in Europe and Asia. The most interesting aspect of the efforts done by the largest operators in Brazil, including TIM, Oi, Claro and Vivo is adopting the framework proposed by GSMA, which allows interconnection. Other operators in Europe and Asia are already working with this framework, where interconnection is a key element. Even though operators in Brazil are still in initial stages, in discussions with different vendors, it appears that 2008 will be the year for Personal Instant Messaging in Latin America.

Given MSN's slow approach to developing the MIM market in Latin America, it will be interesting tosee if Telefonica's strategy of repackaging Personal IM as SMS 2.0 -like they are doing in Spain- will work in Latin America.It is no secret that operators in Latin America have triedfor several years to sign an agreement with MSN for Mobile Instant Messaging with no success. Until 2006, only Movistar Chile and Argentina were able to sign such an agreement and that was for a WAP based solution.GSMA is developing an open solution, with interconnection between operators . In Europe operators have already deployed such a solution, this seems like an appropriate strategy for the Latin American market.GSMA has also stated that it eventually wants to have interconnectivity with portals. This makes us wonder how long can MSN stand the pressure? With two huge groups, Telefonica and America Movil, dominating the landscape in one of the fastest growing mobile markets, it shouldn't be d...