After a disastrous night spent marching as a human mobile in the NYC Halloween Parade (note to self: find a new place for the “zero” button), I have successfully exercised the demons of Summer and am ready to return to blogging. I sincerely apologize for not “returning in September” as promised, but there were… well, complications.
So much has happened in mobile during my three or so month hiatus! Android arrived in the form of the HTC G1 on T-Mo, and so far hasn’t (yet) taken over the known universe…. The mobile-centric top level domain “Dot Mobi” passed the one million mark in registrations, as thousands of major publishers and brands launched mobile-specific versions of their websites… The AT&T Blackberry Bold was announced, then delayed, then announced, then delayed, then recalled (on Orange in the UK), then announced for release in the US sometime next week.
With all that, the biggest story by far was the iPhone going 3G (I was in St. Petersburg at the time, and it even made the headlines there). The iPhone juggernaut, and it’s partner the iPhone App Store, have been fueling excitement in the US and (to a somewhat lesser extent) across the globe. All of this – the growth, the applications, the new business models, are exciting enough – but what really turned my head was story in the new iPhone comScore study, which found that since July sales of the handset have been driven by relatively low to middle class households – those making between $25-50k (+48% growth).
Some have theorized that the recent economic “downturn” is spurring many low income households to substitute iPhone for not only their landline telephones (as expected), but also their landline broadband lines as well (fixed line broadband revenues have also been declining with this same income segment, over this same period). If this were true, it would place the US Middle Class on par with that of many emerging nations, B.R.I.C. and the like – where most people, even the “rising middle classes” simply cannot afford both a mobile and PC internet connection (or fixed line internet simply isn’t widely available, again ultimately due to price).
In my opinion this may be a bit of a stretch. I for one absolutely LOVE my iPhone… and I use it for many, many things that I once did exclusively on my desktop PC. But as a total replacement? I suppose there have been other, less expected affects resulting from the current economic crisis than a shift from fixed line to wireless broadband subscriptions among the US lower middle class.
What say you? Please take 5 seconds and weigh in!
ps – It feels great to be back! – j