US MOBILE BACKHAUL 2010

Table of Contents

1.0 Quick Review

2.0 Current Market Conditions

• 2.1 3.5G/4G are nearly here
• 2.2 The Great Recession
• 2.3 Wireless Services Mostly Unscathed by Recession
• 2.4 Wireless Network Capital Expenditure Investment Remains Strong
• 2.5 United States Wireless Arms Race Persists
• 2.6 Data Services Continue to Grow
• 2.7 Cost is Major Edge of Network Backhaul Challenge
• 2.8 Technology is Greatest Factor for Middle of Network Backhaul
• 2.9 New solutions taming the Backhaul Beast
• 2.10 Better to Build or Lease your Backhaul Network?
• 2.11 Incremental Upgrades and a Long Shelf Life
• 2.12 Copper Backhaul Challenged to Meet Backhaul Needs
• 2.13 Impact of WiMAX

3.0 The US Backhaul Market Through 2015

• 3.1 Backhaul Capacity per Base Station Technology and Future Capacity Needs
• 3.2 Fourth Generation' s Impact on Mobile Backhaul
• 3.3 Femtocells
• 3.4 Migration to IP, Multi-mode traffic
• 3.5 Flatter Network also Drives Backhaul Needs

4.0 Backhaul Technologies, an Analysis

• 4.1 Copper Technology (T1, DSL)
• 4.2 Fiber
• 4.3 Hybrid Fiber Coax
• 4.4 Point-to-Point Microwave
• 4.5 Upper Millimeter Microwave
• 4.6 WiMAX and Other Point to Multipoint Systems
• 4.7 Unlicensed Wireless Technologies
• 4.8 Free Space Optics
• 4.9 Satellite

5.0 Figures and Market Drivers

• 5.1 US Mobile Subscribers, Room for Growth with a Shift in Share
• 5.2 3.5 and 4G Subscribers will Fuel Greater Backhaul Needs
• 5.3 Cumulative Deployed Base Stations 2008 to 2015
• 5.4 Deployments and Shipments Base Stations by Technology (2/2.5G, 3G, 3.5G/4G)
• 5.5 Deployments of MSCs and BSCs/RNCs
• 5.6 Cell Site Deployments and Average Base Stations per Site
• 5.7 Base Stations with Access to Fiber
• 5.8 Data, Voice, and Total ARPU
• 5.9 Base Stations by Backhaul Capacity
• 5.10 Base Station Sites by Total Backhaul Capacity
• 5.11 BSC/RNC and MSC Links by Capacity
• 5.12 Backhaul by Fiber, Copper, Coax, Microwave, Free Space Optics and Others
• 5.13 Ethernet vs. TDM/Mixed-Services Backhaul Links
• 5.14 Total Operating Expenses, US Mobile Carriers
• 5.15 Network Operating Expenses for the US Operator
• 5.16 Mobile Network Backhaul Expenditures
• 5.17 Edge of Network Backhaul Expenses for the US Operator

FORECASTS AND FIGURES

• Table 1
  • Mobile Subscribers and Penetration Rate
  • All Technologies
  • United States 2008-2015
• Table 2
  • 3.5G and 4G Mobile Subscribers vs. All Mobile Subscribers
  • United States 2008-2015
• Table 3
  • Cumulative and Annual Mobile Base Station Deployments
  • All Technologies
  • United States 2008-2015
• Table 4
  • Base Stations Deployed, Total Mobile Subscribers
  • and Average Number of Subscribers per Base Station
  • All Technologies
  • United States 2008-2015
• Table 5
  • Base Stations Deployed by Technology
  • 2G/2.5G, 3G, 3.5/4G and Total
  • United States 2008-2015
• Table 6
  • Mobile Switching Center/Central Switching Center and
  • Base Station Controller/Radio Network Controller Deployments
  • United States 2008-2015
• Table 7
  • Mobile Base Station Sites in Use
  • United States 2008-2015
• Table 8
  • Average Number of Base Stations Per Site
  • United States 2008-2015
• Table 9
  • Mobile Wireless Base Stations Connected by Fiber vs. All Base Stations Deployed
  • All Technologies
  • United States 2008-2015
• Table 10
  • Voice, Data and Total Average Revenue per Unit
  • and Voice, Data Share of Total ARPU
  • All Technologies
  • United States 2008-2015
• Table 11
  • Base Station Deployments by Backhaul Capacity
  • > 24 Mbps; 18 Mbps to < 24 Mbps; 12 Mbps to < 18 Mbps; 6 Mbps to < 12 Mbps and < 6 Mbps
  • United States 2008-2015
• Table 12
  • Base Station Sites by Backhaul Capacity
  • < 10 Mbps; 10 to 45 Mbps; 45 to 155 Mbps; and 155 Mbps and above
  • United States 2008-2015
• Table 13
  • Network Elements Deployed by Backhaul Capacity
  • > 1,000 Mbps; 622 Mbps to < 1,000 Mbps; 155 Mbps to < 622 Mbps; and < 155 Mbps
  • BSC/RNC, MSC and Collector Points
  • United States 2008-2015
• Table 14
  • Wireline, Wireless and Total Backhaul Links
  • For MSC, BSC/RNC, Collector Point and BTS Connections
  • United States 2008 - 2015
• Table 15
  • Backhaul Links for Wireless Network Elements In Use by Technology
  • Microwave, Fiber, Copper, Coaxial Cable, Free Space Optics and Others
  • United States 2008 - 2015
• Table 16
  • Backhaul Links by Access Technology
  • Ethernet vs. TDM/Multi Service Systems
  • United States 2008-2015
• Table 16
  • Wireless Network Operating Expenditures
  • Total Expenditures and Expenditures per Subscriber
  • United States 2008-2015
• Table 18
  • Wireless Network Operating Expenditures
  • Total Expenditures and Expenditures per Subscriber
  • US Market 2008-2015
• Table 19
  • Wireless Network Operator Average Backhaul Operating Expense
  • and Backhaul Cost per Subscriber
  • United States 2008-2015
• Table 20
  • Wireless Operator Base Station Backhaul Expense
  • and Average Backhaul Expense Per Base Station
  • United States 2008-2015