Mobile Converged Devices: Enabling IMS, SIP, UMA & VCC servicesWorldwide market Analysis, Strategic Outlook & Forecasts to 2012

Table of Contents

• EXECUTIVE SUMMARY

• EFFECT OF CONVERGENCE ON THE MOBILE HANDSET MARKET
• Introduction to telecommunications convergence
• The current mobile market landscape
• Benefits and costs of deploying IMS over mobile networks
  • Figure 2.1: IMS benefits and cost for mobile operators
• Mobile IMS services versus open Internet
  • Figure 2.2: IMS services controlled by the MNO versus open Internet services
• Enhanced user experience versus user education
• Mobile converged devices: a new mobile handset segment
• Mobile telecoms evolution
  • Figure 2.3: Mobile networks and services evolution
• New ways of segmenting the market
  • Figure 2.4: Technology roadmap for devices
  • Figure 2.5: Examples of devices supporting FMC services
  • Figure 2.6: Examples of devices supporting SIP services
• The mobile converged devices market
• The role of SIP in the mobile handset market
• How open is SIP?
  • Figure 2.7: SIP client architecture and communication with the network
• Open SIP approach (also called Naked SIP)
• 3GPP SIP
• How 3GPP SIP differs from the IETF approach
  • What are the stakes?
• SIP in the mobile market
  • Figure 2.8: Selection of SIP-capable handsets by extension type, features supported and vendor, up to 1Q07
• Enabling technologies for FMC and the role of IMS
• Overview of FMC
• The progressive approach to building full FMC services
  • Figure 2.9: The roadmap towards full FMC services
  • Figure 2.10: UMA to full FMC roadmap
• FMC value proposition to operators and consumers
• The business case of different FMC flavours and time to market
• Operators' FMC strategies
  • Figure 2.11: Selection of current FMC services by technology and supporting devices
  • Pure mobile operators
  • Pure fixed-line operators
  • Hybrid operators
  • New entrants
• UMA case study
  • Figure 2.12: UMA operation
• UMA and SIP - complementary or competing technologies?
• UMA deployment
  • BT Fusion
  • Orange Unik
  • Other UMA launches
• UMA evolution
• UMA advantages and drawbacks
  • Figure 2.13: UMA mobile handset models by device vendor, up to 1Q07
• VCC case study
  • Figure 2.14: The leading vendors and operators involved in the VCC specifications
• VCC versus UMA
  • Figure 2.15: VCC versus UMA approach
• Market opportunities for VCC

• THE NEW TELECOMMUNICATIONS INDUSTRY VALUE CHAIN
  • Figure 3.1: The different forms of convergence
• The fixed and mobile telecoms value chains
• Fixed telecoms value chain
  • Figure 3.2: Fixed telecoms value chain key relationships
  • Figure 3.3: Fixed telecoms value chain and areas of influence
• Mobile telecoms value chain
  • Figure 3.4: Mobile telecoms value chain
  • Figure 3.5: Main areas of influence within the mobile telecoms value chain
• The impact of convergence on the value chain
• Convergence of the fixed and mobile telecoms value chains
  • Fixed mobile substitution (FMS)
  • Figure 3.6: US fixed-line by age compared with total mobile penetration, 2003-2006
  • Figure 3.7: Western Europe homezone services launched, by country, as at July 2007
  • Figure 3.8: Selected mobile operators' total mobile minutes of use, 2003-2006
  • Increasing competition between mobile network operators
  • Figure 3.9: Selected mobile operators' voice ARPU per total mobile minutes of use, 2003-2006
  • The fixed mobile telecoms value chain
  • Figure 3.10: The fixed mobile value chain
• Convergence of the mobile telecoms and media value chains
  • Advances in device technology
    • Figure 3.11: Content types supported by network technology
  • Open access to the Internet
  • The mobile media value chain
    • Figure 3.12: The mobile media value chain
• The converged telecoms and media value chain
  • Figure 3.13: Telecoms technology diversity and convergence
• The expansion of the value chain
  • New entrants from fixed telecoms
  • New entrants from media and the formation of hybrids
• New relationships within the value chain
  • Regulation of convergence
• Areas of influence in the new value chain
• The importance of brand
  • Device branding on MCDs
  • Content branding on MCDs
• Mobile converged device distribution
• Operators' response to convergence
  • Figure 3.14: Traditional and service oriented offerings
• Consolidation
• Restructuring
  • Figure 3.15: The impact of convergence on operator service organisation
• Device vendors increasingly involved in content
• Music
• Search and discovery
• VoIP
• Opportunities for IT device vendors and new entrants

• MOBILE CONVERGED DEVICES : MARKET AND TRENDS
• Overview and business model
• The commercial reality of MCDs
  • Figure 4.1: Mobile converged device comparison, June 2007
• MCD use cases and drivers
  • Business use case
  • Consumer use case
  • Operator drivers
  • Device vendor drivers
• Mobile converged device roadmaps
  • Figure 4.2: Evolution of FMC services, networks and devices
• Strategic migration of subscribers towards convergence
• Market forecasts
• Forecast methodology
  • Figure 4.3: Forecasted mobile converged service segments
• Converged service subscriber forecasts
• Total FMC subscriber forecasts
  • Figure 4.4: Global FMC subscribers, by region, 2006-2012
  • UMA subscribers
    • Figure 4.5: Global UMA subscribers, by region, 2006-2012
  • IMS VCC subscribers
    • Figure 4.6: Global IMS VCC subscribers, by region, 2006-2012
  • Proprietary technology users
    • Figure 4.7: Global proprietary FMC technology subscribers, by region, 2006-2012
• Total SIP subscriber forecasts
  • IETF SIP subscribers
    • Figure 4.8: Global IETF SIP subscribers, by region, 2006-2012
  • 3GPP SIP subscribers
    • Figure 4.9: Global 3GPP SIP subscribers, by region, 2006-2012
• Converged device forecasts
• Total handset sales forecasts
  • Figure 4.10: Global mobile handset sales, by technology, 2006-2012
  • Figure 4.11: Global mobile handset sales, by feature set, 2006-2012
• Wi-Fi enabled handset sales forecasts
  • Figure 4.12: Global dual mode Wi-Fi handset sales, 2006-2012
• Mobile converged device (MCD) sales forecasts
  • FMC devices
    • Figure 4.13: Global FMC device sales, by region, 2006-2012
  • UMA devices
    • Figure 4.14: Global UMA device sales, by region, 2006-2012
• IMS VCC devices
  • Figure 4.15: Global IMS VCC device sales, by region, 2006-2012
  • Proprietary technology devices
    • Figure 4.16: Global proprietary FMC technology device sales, by region, 2006-2012
  • SIP devices
    • Figure 4.17: Global SIP-enabled device sales, 2006-2012
  • IETF SIP devices
    • Figure 4.18: Global IETF SIP enabled device sales, by region, 2006-2012
  • 3GPP SIP devices
    • Figure 4.19: Global 3GPP SIP enabled device sales, by region, 2006-2012
  • 3GPP SIP devices by service type
  • IMS PoC (Push to X) enabled devices
    • Figure 4.20: Global IMS PoC enabled device sales, by region, 2006-2012
  • Advanced MIM enabled devices
    • Figure 4.21: Global advanced MIM enabled device sales, by region, 2006-2012
  • IMS video sharing enabled devices
    • Figure 4.22: Global IMS video sharing enabled device sales, by region, 2006-2012
  • IMS mobile VoIP enabled devices
    • Figure 4.23: Global IMS mobile VoIP enabled device sales, by region, 2006-2012

• VENDOR STRATEGIES
• Mobile handset vendors
• Nokia
  • Segmentation and product portfolio
    • Figure 5.1: Nokia converged device portfolio
  • Convergence strategy
• Motorola
  • Segmentation and product portfolio
    • Figure 5.2: Motorola converged device portfolio
  • Convergence strategy
• Samsung
  • Segmentation and product portfolio
    • Figure 5.3: Samsung converged device portfolio
  • Convergence strategy
• Sony Ericsson
  • Segmentation and product portfolio
• LG Electronics
  • Segmentation and product portfolio
• RIM
  • Segmentation and product portfolio
• HTC
  • Segmentation and product portfolio
  • Convergence strategy
• Palm Inc
• IT device vendors
• HP
• Cisco
• Microsoft
• New entrants
• Skype
• e28
  • Figure 5.4: e28 converged device portfolio
• Gupp Technologies
  • Figure 5.5: Gupp Technologies converged device portfolio
• Consumer electronics vendors
• Apple Inc
• Sony

• ENABLING SOFTWARE CLIENTS AND PLATFORMS
• Mobile software client for FMC
  • Figure 6.1: Software architecture for UMA/VCC handsets
• Market dynamics
  • Figure 6.2: Main VCC software client providers and their partners
• SIP and IMS software clients: opportunities and challenges
• Why are handset manufacturers slow in adopting IMS and SIP?
  • Figure 6.3: IMS/SIP client platform architecture and standardisation level
• Opportunities and challenges for software client platform developers
  • Figure 6.4: The main IMS and SIP device software client developers
• IMS and SIP support by open OS vendors
• Plug-in versus native integration
  • Figure 6.5: The roadmap of SIP stack and IMS framework into advanced mobile OSs
• Symbian and series 60
• Microsoft Windows Mobile
• Java support
• IMS services API (JSR281)
  • Figure 6.6: IMS Services API expert group
• SIP API for J2ME (JSR180)
  • Figure 6.7: SIP API expert group
• Presence and Instant Messaging API (JSR186 and JSR187)
  • Figure 6.8: Presence and Instant Messaging expert group
• Web Services Specification (JSR172)
  • Figure 6.9: Web Services Specification expert group
• Open source SIP: a threat to IMS?
• Open source SIP clients
• The threat to IMS

• MOBILE CONVERGED DEVICES : ENABLING WIRELESS AND CHIPSET TECHNOLOGIES
• Enabling devices and hardware requirements
• The role of mobile and wireless broadband technologies
• Evolution and context in the MCD market
• WLAN-enabled handsets
  • Figure 7.1: Wireless communication networks
  • Figure 7.2: 802.11x WLAN standards
  • Figure 7.3: WLAN usage
• WLAN standards
  • IEEE 802.11b
  • IEEE 802.11a
  • IEEE 802.11g
  • IEEE 802.11n
    • Figure 7.4: EWC technical specification summary
• WLAN in the mobile handset and FMC markets
• Market forecasts for dual mode WLAN handsets
  • Figure 7.5: Global WLAN-enabled handset unit sales forecasts, FMC versus non-FMC, by region, 2006-2012
• WiMAX-enabled handsets
• Overview of the WiMAX market and challenges in the handset market
• Market forecasts for mobile WiMAX devices
  • Figure 7.6: Global mobile WiMAX device unit sales, by region, 2007-12
• Multimode chipset market
• Overview and context of the dual mode chipset market
  • Figure 7.7: Typical design of multimode handsets
• The role of dual processor architecture
  • Figure 7.8: Dual mode cellular/Wi-Fi design: separate cellular and Wi-Fi modem approach versus the shared processor approach
  • Figure 7.9: Software architecture for FMC device using separate Wi-Fi and cellular modems
• Inter-processor and inter-baseband and processor communications
  • Different solutions for different wireless and mobile technologies
  • Multiple specific IPC ports architecture versus multiport architecture
    • Figure 7.10: Multiple IPC ports design versus single multiport architecture
• Multi-radio access and multi-radio single chips
• Mobile handsets increasingly embed multiple radio access technologies
• Multiradio in single-chip evolution
• Market dynamics for mobile converged chipsets
• Texas Instruments
  • Figure 7.11: Texas Instruments: main customers and partners in the mobile market
• Qualcomm
• NXP
  • Figure 7.12: Discrete ICs that make up the Nexperia platform
  • Figure 7.13: Nexperia cellular system solution portfolio