W-CDMA macro RAN equipment up 50% year-over-year as China’s 3G
rollouts continue

Campbell, CALIFORNIA, December 8, 2009—Market research firm Infonetics Research (http://twitter.com/infonetics) released its third quarter (3Q09) Mobile Infrastructure and Subscribers market share and forecast report, which tracks mobile subscribers and macro radio access network (RAN), mobile switching subsystem, mobile packet core network, and home location register (HLR) equipment.

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, Infonetics Research’s principal analyst for mobile and FMC infrastructure.

• 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.

CLIENT CONFERENCE CALL

• Mobile Infrastructure and Subscribers (Dec. 10)

MORE INFORMATION

Log on or join: http://www.infonetics.com/login

From the portal, go to RESEARCH, then, MOBILE AND WIRELESS.

SALES

• Larry Howard, Vice President: larry@infonetics.com, +1 (408) 583-3335.
• Scott Coyne, Senior Account Director, Eastern North America, Europe, Middle East: scott@infonetics.com, +1 (408) 583-3395.

RELATED RESEARCH

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• LTE gaining momentum in 2010, infrastructure market to top $5 billion in 2013
• Smartphone sales to overtake standard mobile phones by 2012
• Residential voice, video and data services to hit $300 billion by 2013
• Mobile broadband services expected to more than double by 2013

Infonetics Research (www.infonetics.com) is an international market research and consulting firm serving the communications industry since 1990. A leader in defining and tracking emerging and established technologies in all world regions, Infonetics helps clients plan, strategize, and compete more effectively.

Follow Infonetics on Twitter for the latest headlines: http://twitter.com/infonetics.

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