Table of Contents
1. Mobile broadband already a reality
- 1.1. Services: promises and challenges of 3G/3G +
- 1.2. 3G rollouts
- 3G infrastructure coverage
- Number of 3G subscribers
- 1.3. Mobile data in the most mature markets
- Mobile ARPU levelling off in the major markets Growth of data services
and ARPU
- 1.4. Mobile broadband: both an opportunity and threat for operators
- Vehicles of change: regulation and level of competition
- Opportunities inherent in data ARPU
- 1.5. Growing number of data flat rates
2. Technologies: the era of choice
- 2.1. Operators' expectations: performances, IPR, handsets and cost
- Operators take the wheel: the NGMN alliance
- Gains and performance: speed and latency
- 2.2. Consensus on innovation
- Technological convergence
- Intellectual property rights: major holders and costs
- 2.3. Wireless spectrum issues
- Regulatory changes
- Spectrum requirements
- IMT Advanced and CMR 2007 candidate frequencies
3. Opportunities and threats for equipment manufacturers
- 3.1. The mobile equipment market
- Network equipment market still at the centre of the mobile ecosystem
- Handset market
- Competition and concentration
- 3.2. Ultra-fast mobile broadband rollouts will reshuffle the cards
- Operators' investments driving the equipment market
- Making the transition from one generation to the next
- TD-SCDMA: competitor in the Chinese market
- South Korea: development of WiBro and contribution to the different
standards
- 3.3. 3GPP LTE ecosystem dominates
- LTE: the choice of operators and equipment manufacturers
- WiMAX ecosystem: smaller and dependant on Intel
- 3.4. SWOT analysis of the different standards
4. Central issues for operators: rollout timetable and the technical-economic equation
- 4.1. Growing capacity requirements
- Increasing number of mobile broadband subscribers
- Capacity needs of mobile data services
- Mobile internet connectivity needs weighing on the networks
- Massive surge in data traffic
- 4.2. Stepped-up timetables
- Accelerated growth of sales for the latest generation of handsets
- New rollouts required starting in 2012 - 2014
- Deployment of LTE: acceleration in Japan and the US, possible delays in
Europe
- 4.3. Meeting the rise in traffic: an insoluble technical-economic equation
for operators?
- One objective: reduce the cost per Mb transported
- Improving technological performance not a cure-all
- More spectrum for greater capacity: a limited, medium-term solution
- Network densification: complicated and expensive
- Femtocells and convergence between fixed and mobile networks: the
miracle solution that still needs to prove itself
Methodology
- Interviews
- This report draws on a series of interviews with major players in
Europe, Asia and the United States: equipment manufacturers, operators and
institutional actors.
- Modelling
- The detailed results presented in this report derive from the use of an
exclusive model developed by IDATE
- Cost per Mb transported on HSPA and LTE networks
- Growth of traffic and capacity needs
- HSPA and LTE network rollout timetable
- Key factors and examination of the sensitivity to parameters
- Assessment of the different solutions being implemented by operators
for managing the technical-economic equation of mobile broadband
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