Table of Contents
CHAPTER 1 - EXECUTIVE SUMMARY
CHAPTER 2 - MARKET OVERVIEW
- Market segmentation
- Broadband convergence
- Mobile broadband market
- IP Multimedia Subsystem (IMS)
- UMA/VCC
- Not tinclude Broadcast technologies
- Addressable market
- Subs by WWAN
- Subs by techs
- Prepaid services
- Mobile data users
- ARPU
- WiMAX subs - FMB report
- Mobile services market development
- Mobile data applications
- Revenue by sector and application
CHAPTER 3 - NETWORKS TECHNOLOGY ENABLERS & EVOLUTION
- Network data speed analysis + roadmaps
- Mobile infrastructure networks evolution - rollout, usage and regional
analysis
- Roadmaps
- WCDMA infrastructure evolution
- EV-Dinfrastructure evolution
- Wifi
- WiMAX infrastructure evolution
- IMS (SIP) (make sure included in analysis)
- SDR
- Analysis between WPANS, WLANS, WMANS, WWANS
- IMS (SIP)
- And any other relevant network techs
- WWAN
- 3G networks
- Wideband code-division multiple access (WCDMA)
- CDMA2000 1xEV-DRelease 0
- 3.5G networks
- HSDPA
- HSUPA
- CDMA2000 1xEV-DRevision A
- CDMA2000 1xEV-DRevision B
- Time Division CDMA (TD-CDMA)
- Time Division Synchronous CDMA (TD-SCDMA)
- 3.9G or Long Term Evolution
- 3GPP Long-Term Evolution
- Intellectual Property Rights
- Qualcomm IPR position
- 3GPP2 EV-DRev. C
- 3GPP, 3GPP2 convergence
- 4G
- Definition (good stuff from TI)
- Technology and architecture
- WiMAX
- WiMAX overview
- Standards, certification and spectrum
- 802.16-2004 and 802.16e-2005
- WiBro
- WLAN
- WLAN overview
- LANs (WLAN) Hotspots mesh. UMA and VCC. And hotspot rollout
- Standards, certification and spectrum
- PANs (Bluetooth, UWB)
- Other competing systems
- Infrastructure vendor strategies
- Major vendor
- Alcatel
- Ericsson
- Lucent Technologies
- Motorola
- Nokia Siemens
- Nortel
- For each:
- HSDPA
- HSUPA and beyond
- EV-DO
- WLAN/ Hotspots
- WiMAX
CHAPTER 4 - DEVICES TECHNOLOGY ENABLERS & EVOLUTION (COMPONENTS, HARDWARE & SOFTWARE TECHNOLOGY)
- Wireless components
- Radifrequency and multiband/multimode support
- Power management systems
- The digital baseband/wireless modem
- DSP for wireless broadband mobile terminals
- Applications processors
- Mobile chipsets, integration versus modular approach
- Separate modem and applications processor
- Integrated modem and application processor in an SoC
- Processors, technology cycles and upgrades
- Chipset and wireless module market
- Processor architecture overview (and roadmaps if possible)
- ARM
- Intel
- AMD and MIPS (if I have time)
- Chipset war - PC vs handsets (x86 processor against ARM - WiMAX vs
WWAN)
- which dictate choice of OS, across any type of device
- Qualcomm Snapdragon chipset for CE devices and UMPCs
- Intel v Fujitsu Siemens
- WiFi
- Cellular BB Chips (full system solutions 3G+):
- Broadcom
- EMP
- Freescale
- NXP
- MediaTek (not yet but will sample)
- Qualcomm (UMTS and CDMA)
- STM
- Infineon
- Marvell
- TI
- Samsung LSI
- WiMAX
- Motorola
- Fujitsu Microelectronics
- Intel
- Sequans
- Wavesat
- Picochip
- TeleCIS
- Wi-LAN
- Atmel
- RF Magic
- Sierra Monolithics
- Texas Instruments
- WiFi
- AirgNetworks
- Atheros Communications
- Atmel
- Broadcom
- Conexant
- CSR
- Marvell
- SiGe Semiconductor
- TeleCIS Wireless
- Texas Instruments
- NXP
- CSR
- Broadcom
- NXP
- TI
- Mobile Application / Media co-processors (source UBS Global semi - Feb
2008)
- TI
- Marvell
- Nvidia
- AMD
- STM
- Zoran
- Core Logic
- Broadcom
- Renesas
- Qualcomm - Snapdragon
- Other hardware components
- Screen techs
- Keyboard / input tech
- Battery / power management
- Memory / storage
- Speakers
- Software
- OS
- OS segmentation
- advanced bits of Symbian, MSoft
- UI
- Mobile broadband handsets bill of materials and average selling prices
- Hardware requirements
- The bill of materials and average selling price
- Average sale price (ASP) analysis
CHAPTER 5 - MOBILE BROADBAND DEVICES
- Tipping points
- Business / Use case
- Likely application usage
- Today
- Tomorrow
- Regional differences?
- Applications linked tthe device types listed above
- Purchase decision
- Price v cost
- Service bundling
- Distribution (where you would buy them and how)
- Regional availability
- Regional variations
- Usage - portability, weight, form factor, design
- Brand
- Ecosystem - (technology - Intel, Nokia, Apple, Linux, Symbian, MSoft,
DRM, formats etc)
- Broadband device trends
- Device segmentation - add in DPMs (from DMcQ)
- Mobile broadband device roadmap
- Devices:
- Notebook and tablet
- Handheld computers
- Connected handheld and smartphones
- Non smartphones
- Ruggedised devices and App specific devices
- Flash data cards
- PC Cards and USB
- Embedded mobile computers
- In car / telematics
- Key vendors and strategies
- Mobile broadband device forecasts, 2006-2012
- Look at MS Mobile Computing table and adapt
- Revenues:
- Device revenues (BoM and ASP), software v hardware revenue analysis
- Total worldwide handsets sales, actual and forecasts, 2004-2010
- Market overview and key drivers
- 3.5G notebooks market overview
- Embedded approach
- Early notebooks embedding mobile broadband connectivity by vendor and
operator
- Connectivity via PC cards
- Datacards and embedded modules supporting mobile broadband connectivity
- 3.5G notebook and PC card worldwide forecasts
- HSDPA notebook and PC card forecasts by region
- HSUPA notebook and PC card forecasts by region
- EV-DOrA notebook and PC card forecasts by region
- EV-DOrB notebook and PC card forecasts by region
- 3.5G handsets market overview
- 3.5G handsets worldwide forecasts
- HSPDA handset forecasts by region
- HSUPA handsets forecasts by region
- EV-DOrA handsets forecasts by region
- EV-DOrB handsets forecasts by region
CHAPTER 6 - APPLICATIONS, OPERATOR STRATEGIES & BUSINESS MODELS
- Motorola - “Connected Home” and “Seamless
mobility” Slingbox?
- 3 things tcover here
- types of apps ppl are using for these devices
- operator strategies for service these apps and which are the innovative
apps developers
- how dcross platform services manifest themselves
- The network and device platforms
- Ovi, PlayNow, iTunes,
- Music, pictures, blogging, etc
- Applications
- Enablers
- Browsers
- Microbrowsers (move tenablers software etc)
- Messaging
- LBS
- Videand photo
- Entertainment - gaming, music
- Infotainment
- Security
- Business
- Vertical
- Internet access - blogging, email, communities etc
- VoIP
- Operator & ISP / hotspot provider strategies
- Consumer v business
- Agreements with other companies
- Pricing and billing (leading tbusiness models)
- Case studies
- Enterprise v consumer - bypass operators - Sprint case study
- Business models
- Flat rate pricing
- Subsidies
- Giving away devices, dongles etc
- Bypassing operator?
- Business case by type of operator
- Fixed operator
- Mobile operator
- Hybrid operator
CHAPTER 7 - SCENARIOS
- Vendors win out
- Technology standardization
- Doesn' t happen
- Disruptive technologies
*contents correct at time of printing |
Related Report
|
View Cart
