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Also In This Issue
Motorola takes the lead in fast-rebounding WiMAX equipment and device market
For service providers upgrading to 4G networks, backhaul is their top challenge – new survey
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Analyst Spotlight
Stéphane Téral Principal Analyst
Mobile and FMC Infrastructure
With more than 20 years in the telecom industry, Stéphane is regarded as one of the top analysts in his field...
Richard Webb Directing Analyst
WiMAX, Microwave, Mobile Devices
http://twitter.com/richardawebb
Richard has been covering telecom markets for 13 years, including WiMAX since shortly after its inception in 2001...
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2010 INFONETICS RESEARCH LINEUP
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RELATED RESEARCH
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Residential voice, video and data services to hit $300 billion by 2013
Mobile broadband services expected to more than double by 2013
WiMAX growing in India, Russia, Brazil, driven by basic broadband needs and VoIP3
Operator survey shows market reality of WiMAX services; VoIP a key component
Carriers name Motorola, Alcatel-Lucent, Alvarion, Huawei top mobile WiMAX vendors
IMS operator survey shows Huawei gaining and a shift toward video and mobile services
Smartphone sales to overtake standard mobile phones by 2012
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Infonetics Research Report Highlights: MOBILE AND WIRELESS
Tuesday, December 8, 2009
Infonetics Research (http://twitter.com/infonetics) released its third quarter (3Q09) Mobile Infrastructure and Subscribers and WiMAX Equipment, Devices, and Subscribers reports, as well as a CRS report, 4G Strategies: Global Service Provider Survey. Highlights follow.
W-CDMA macro RAN equipment up 50% year-over-year as China’s 3G rollouts continue
Infonetics' Mobile Infrastructure and Subscribers report tracks mobile subscribers and macro radio access network (RAN), mobile switching subsystem, mobile packet core network, and home location register (HLR) equipment (see report synopsis below).
ANALYST NOTE
"The mobile infrastructure market was marked in the third quarter by continuous 3G rollouts in China and sustainable activity in Japan and Vietnam. Most of the rest of the world was dormant, prolonging the pause in GSM upgrades, and creating potential pent-up demand that will need to be addressed over next year or so," explains Stéphane Téral, principal analyst for mobile and FMC infrastructure at Infonetics Research.
MOBILE INFRASTRUCTURE MARKET HIGHLIGHTS
- The overall mobile infrastructure market was down 8% sequentially in 3Q09 at $11 billion worldwide, but is down only 1% year-over-year
- Mobile packet core network equipment continues to be one of the brightest spots of the mobile infrastructure market, driven by an unstoppable migration to IP, triggered by the rise of smartphone and data card usage
- Following 5 consecutive quarters of growth, W-CDMA macro RAN equipment revenue finally slowed, decreasing 10% between 2Q09 and 3Q09
- Year-over-year, the W-CDMA market is up 50%
- Ericsson retains the top position in the massive macrocell RAN equipment market, with 36% of worldwide revenue
- Meanwhile, the gap between Nokia Siemens, which lost share in 3Q09, and Huawei, which gained share, continues to tighten, and ZTE is right behind Alcatel-Lucent
- The number of mobile subscribers is expected to reach 6 billion in 2013, driven by the basic need for voice service in BRIC countries (Brazil, Russia, India, China) and Africa
REPORT SYNOPSIS
Infonetics’ mobile infrastructure report provides worldwide and regional market size, market share, analysis, and forecasts for RAN equipment (BTS, BSC), mobile switching subsystem equipment (mobile switching center, soft MSCs, wireless media gateways), mobile packet core network equipment (GPRS gateway support nodes, serving GPRS support nodes, packet data serving nodes), HLR equipment, and mobile subscribers.
Technologies tracked: GSM, W-CDMA, CDMA2000, TD-SCDMA, macrocell, microcell, picocell.
Companies tracked: Alcatel-Lucent, Apertio, Cisco, Ericsson, GENBAND, HP, Huawei, Motorola, Nokia Siemens, Nortel, Starent, UTStarcom, ZTE, and many others.
CONFERENCE CALL FOR CLIENTS with principal analyst Stéphane Téral
Motorola takes the lead in fast-rebounding WiMAX equipment and device market
Infonetics' WiMAX Equipment, Devices, and Subscribers report tracks 802.16d and 802.16e network equipment, devices, and subscribers, including macro, micro, and pico base stations; CPE; ASN gateways; home agents; phones; netbooks; external broadband cards; and WiMAX and WiMAX VoIP subscribers (see report synopsis below).
ANALYST NOTE
"The WiMAX equipment and device market is on the upswing, posting its second quarterly double-digit percent increase in a row in the third quarter, driven by revenue growth in all regions. We expect steady growth in the market over the next four quarters as the WiMAX ecosystem continues to take shape and more devices hit the market, driving adoption through the recession," says Richard Webb, Infonetics Research's directing analyst for WiMAX. "Operators such as Yota in Russia and P1 in Malaysia are producing notable successes, and Clearwire posted encouraging results recently, so WiMAX has solid operator proof-points to demonstrate its viability."
WiMAX MARKET HIGHLIGHTS
- The worldwide WiMAX equipment and device market topped $290 million in 3Q09, up 11% sequentially
- Based on a huge uptick in 802.16e device revenue, Motorola more than doubled its worldwide WiMAX equipment and device revenue market share over the past two quarters, taking the lead from Alvarion in 3Q09
- Huawei and Proxim also had a strong quarter
- The EMEA region--led by Russia, the Middle East, and Africa--and Asia Pacific are the hotbeds of WiMAX activity, although 3G licensing delays in India are slowing development in APAC
- Infonetics forecasts the WiMAX equipment and devices market to hit $4.97 billion in 2013, driven by developing countries
- The number of WiMAX subscribers is expected to hit 3.9 million worldwide in 2009
REPORT SYNOPSIS
Infonetics’ WiMAX report provides market size, market share, forecasts, and analysis for 802.16d and 802.16e network equipment, devices, and subscribers, including macro, micro, and pico base stations; CPE; ASN gateways; home agents; phones; netbooks; external broadband cards; and WiMAX and WiMAX VoIP subscribers.
Companies tracked: Airspan, Alcatel-Lucent, Alvarion, Aperto, Aptilo, Cisco, GreenPacket, Harris-Stratex, HTC, Huawei, Motorola, NEC, Nokia Siemens, POSDATA, Proxim, Redline, Samsung, Starent, Vecima, WiChorus, WiNetworks, ZTE, ZyXEL, and others.
The report features a Service Provider WiMAX Deployments tracker following more than 300 service providers with live WiMAX services, network rollouts in progress, and trials underway, tracked by region, country, network, subscribers, and announced vendors.
For service providers upgrading to 4G networks, backhaul is their top challenge – new survey
As part of its Continuous Research Service (CRS) series of service provider surveys, Infonetics Research published 4G Strategies: Global Service Provider Survey.
The survey, designed and conducted by senior analysts Stéphane Téral and Richard Webb, surveyed knowledgeable purchase decision-makers at service providers in Europe, the Middle East, and Africa (58%), North America (26%), Asia Pacific (11%), and Central and Latin America (5%) that operate a wireless network and have plans to deploy 4G.
The 19 service providers participating in the survey are a mix of incumbents (21%), competitives (26%) and wireless (53%) operators that together represents 27% of the world’s carrier revenue and 22% of the world’s telecom capital expenditures, as reported in Infonetics’ Service Provider Capex, Opex, ARPU, and Subscribers service.
Twenty-one percent of the survey respondents have GSM/GPRS/edge networks, 47% have W-CDMA/HSPA/HSPA+ networks, 16% have CDMA200 networks, and another 16% run fixed/nomadic or mobile WiMAX networks.
Service providers participating in the survey were asked when they anticipate their 4G network build-out to be complete, when they expected to have commercial 4G services running, and about the challenges they face and the technical and commercial drivers that are compelling them to upgrade to 4G technology.
“When we asked service providers about 4G network build-out timing, the majority answered between 2012 and 2014, a timeframe when an IMT-Advanced definition of 4G seems likely,” said Stéphane Téral, Infonetics Research’s principal analyst for mobile and FMC infrastructure.
“Backhaul is the top-rated 4G challenge for carriers planning an upgrade to 4G,” added Richard Webb, directing analyst for WiMAX, microwave, and mobile devices.
To view the table of contents and questionnaire used to interview service providers for the 4G survey, log in or join Infonetics' service portal at: http://www.infonetics.com/login. From the portal, go to RESEARCH, then MOBILE AND WIRELESS.
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