92% of all data traffic is from PCs
Furthermore, of the 4% of traffic from Symbian devices, 79% of that is for web access and 10% is for email. So users are paying for mobile data for the sole purpose of connecting to the Internet.
Put another way, mobile operators have failed to provide any operator-specific data application of any relevance.
Why invest another penny in IMS?Voice telephony needs priority, but after that all people want is a dumb pipe. In a competitive market that what they'll get. So IMS is vastly more complex than appropriate.
The cost effective solution is simple (i.e. two) priorities on the radio link, softswitch-controlled circuits-over-packets for voice telephony and straight off-load to the public Internet for everything else. An IP/MPLS core network is more than sufficient. And existing GSM voice telephony protocols are both adequate and appropriate for voice telephony. Existing GSM signaling is already being carried over Sigtran over IP, so the pieces are falling in place.
What I've just described matches what I've seen of China Mobile's new 3G backbone. If true, that means the Chinese network equipment providers (Huawei, ZTE, etc.) are well positioned to win 3G business in high growth emerging markets where costs are key.
It certainly sounds bad for IMS.