Chetan Sharma: Mobile data to represent 50% of all service revenues by year-end
The U.S. mobile data market yielded revenues of $21 billion during the second quarter of 2013, up 4 percent quarter-over-quarter and 14 percent year-over-year, according to new research from Chetan Sharma Consulting.
"For the year 2013, we are expecting $90 billion in mobile data service revenues for the U.S. market," Sharma said.
Data now represents 46 percent of total U.S. mobile industry service revenues and is on track to eclipse the 50 percent threshold by the end of this year. All four top U.S. carriers--Verizon Wireless (NYSE:VZ), AT&T Mobility (NYSE:T), Sprint (NYSE:S) and T-Mobile US (NYSE:TMUS)--have surpassed the 40 percent data revenue benchmark; by comparison, the three leading Japanese operators (NTT DoCoMo, SoftBank and KDDI) are now closing in on the 70 percent mark.
U.S. mobile data revenues continue to grow. Click here for the full PDF report from Chetan Sharma Consulting.
Verizon Wireless and AT&T Mobility extended their domination of the U.S. wireless segment during the second quarter, accounting for 71 percent of mobile data services revenues and combining for 65 percent of the mobile subscriber base. Overall average revenue per user declined by $0.57 quarter-over-quarter: While voice ARPU plummeted $1.17, data ARPU grew by $0.61, or 3 percent over the previous quarter.
Smartphone penetration has now passed the 60 percent milestone nationwide and accounted for almost 87 percent of all devices sold in the U.S. during the second quarter. "The 60 percent of the sub base is concentrated in only 35 percent of the households, thus leaving plenty of growth in the marketplace," Sharma noted.
Apple's (NASDAQ:AAPL) iPhone drove 47 percent of all U.S. smartphone sales between April and June, although Google's (NASDAQ:GOOG) Android topped all mobile operating systems, representing 49 percent of sales. "While it is fairly clear that [Microsoft's (NASDAQ:MSFT)] Windows Phone will acquire the #3 spot behind iOS and Android, the journey to a substantial and competitive market share is still a ways off," Sharma said. "In Q2 2013, Windows device sales were roughly 0.5 million despite heavy marketing."
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