DEVICE CONVERGENCE: THREE WORLDS COMING TOGETHER

Table of Contents

EXECUTIVE SUMMARY

CHAPTER 1: INTRODUCTION

• 1.1 Structure of the Report
• 1.2 Summary & Conclusions

CHAPTER 2: DEFINING DEVICE CONVERGENCE

• 2.1 (Device) Convergence In the Office and the Home
  • 2.1.1 Computing and Consumer Electronics Coming Together
  • 2.1.2 Telecoms Gets In On the Act
  • 2.1.3 Voice and Data Convergence
• 2.2 (Device) Convergence in the Pocket
  • 2.2.1 Multi-fuctional Devices
  • 2.2.2 Multi-mode Devices
  • 2.2.3 All-IP Devices
  • 2.2.4 Virtual Devices
• 2.3 Summary & Conclusions

CHAPTER 3: THE TECHNOLOGY OF DEVICE CONVERGENCE

• 3.1 Power Consumption
  • 3.1.1 Primary sources of power consumption in a converged
  • 3.1.2 Advances in System Architecture
  • 3.1.3 Power Management Techniques
  • 3.1.4 Advances in Battery Technologies
• 3.2 RF Convergence - Compatibility & Interference
  • 3.2.1 Smart Antennas
  •  
• 3.2.2 Software Defined Radio
• 3.3 Memory Requirements
• 3.4 Short Range Wireless Technologies
  • 3.4.1 Bluetooth
  • 3.4.2 UltraWide Band
  • 3.4.3 Zigbee
  • 3.4.4 Radio Frequency Identification (RFID)
• 3.5 VoIP Quality of Service
  • 3.5.1 Quality of Service in VoWiFi Systems
  •  
• 3.5.2 Quality of Service on Cellular IP Bearers

3.6 Standardization & Industry Initiatives 3.6.1 Unlicensed Mobile Access (UMA) 3.6.2 Fixed Mobile Convergence Alliance (FMCA) 3.6.3 Mobile Broadcast Services 3.6.4 Open Mobile Terminal Platform (OMTP) 3.6.5 EAP-SIM Authentication 3.7 Summary & Conclusions

CHAPTER 4: MARKET IMPLICATIONS OF DEVICE CONVERGENCE

4.1 Multi-functional Devices

4.1.1 End-user Perspective 4.1.2 Operator Perspective 4.1.3 Vendor Perspective

4.2 Multi-mode Devices 4.2.1 End-user Perspective 4.2.2 Operator Perspective 4.2.3 Vendor Perspective

4.3 All-IP Devices 4.3.1 End-user Perspective 4.3.2 Operator Perspective 4.3.3 Vendor Perspective

4.4 Virtual Devices 4.4.1 End-user Perspective 4.4.2 Operator Perspective 4.4.3 Vendor Perspective

4.5 Summary & Conclusions

CHAPTER 5: MARKET SCENARIOS

• 5.1 Scenario 1 -- Status Quo: Wired & Mobile Operators Stick to Their Knitting

5.1.1 The Four Trends of Device Convergence in Scenario 1 5.2 Scenario 2 -- Mobile Broadband Wins: Mobile Operators Gain Traffic & Revenues at the Expense of Wired Operators 5.2.1 The Four Trends of Device Convergence in Scenario 2

5.3 Scenario 3 -- Portable Broadband Wins: Wired Operators Gain Traffic & Revenues at the Expense of Mobile Operators 5.3.1 The Four Trends of Device Convergence in Scenario 3 5.4 Summary & Conclusions 116

CHAPTER 6: MARKET FORECASTS

6.1 Total Cellular Handset & Portable Computing Device Markets 6.1.1 The Cellular Handset Market 6.1.2 Portable Computing Devices

6.2 Multi-functional Devices 6.2.1 The Smartphone Market 6.2.2 The Enhanced Featurephone Market

6.3 Multi-mode Devices 6.3.1 Cellular/VoWiFi Handsets

6.4 All-IP Devices

6.5 Virtual Devices

6.6 Summary & Conclusions

SECTION 7: STRATEGIC CHOICES AND IMPLICATIONS FOR INDUSTRY STRUCTURE

• 7.1 The Battle of the Brands
• 7.2 The Battle of the B.O.M. (Bill of Materials)
• 7.3 The Future of Device Convergence
• 7.4 Summary & Conclusions