Four billion mobile subscribers. But is the vision slowing?

Just in time for the annual Mobile World Congress in Barcelona, the GSM Association has published a new milestone – the number of mobile subscribers in the world has just passed the four billion mark. That’s a pretty amazing number – equivalent to almost 60% of the world’s population. It seems that the demand for mobile connectivity is unstoppable. The same report predicts that the number of subscriptions will rise to six billion in 2013. That’s one phone for every person over the age of ten.

With numbers as spectacular as these it’s easy to sit back, smile smugly and give ourselves a well deserved pat on the back. But there’s another school of thought that says is six billion just being complacent? The insatiable desire for personal connectivity will almost certainly deliver the six billion, but what about the market for mobile subscriptions for machines. M2M has always been touted as the next great marketplace for mobile connectivity. The GSM Association acknowledges this with a new initiative. But if we look at numbers of machines, they’re an order of magnitude greater than people. Some years back Deloitte suggested that there would be 60 billion machines in existence by 202. If just a small percentage of these are connected, then the six billion target begins to look decidedly unambitious.

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