WCIS Insight: HSPA: Stealing a march in the mobile broadband race

Table of Contents

Chapter 1

• INTRODUCTION
  • Figure 1.1: Asia Pacific: selected mobile operators' HSDPA subscriptions, Jun 2007

Chapter 2

• HSDPA DEVICES
• HSDPA handset price analysis
  • Figure 2.1: Samsung SGH-i600 SIM-free price analysis, 2Q07
  • Figure 2.2: Motorola RAZR Maxx V6 SIM-free price analysis, 2Q07
• Bringing down the cost of HSDPA?
• Vendor strategies vary; Samsung leads the way
  • Figure 2.3: HSDPA handsets launched/announced, by vendor, 2Q06-3Q07
• Samsung combines high-end features with slim design
  • Figure 2.4: Samsung shipments, by region, 1Q07 and 2Q07
• Nokia is slow to market but N95 sells well
• Motorola hampered by losses; no clear strategy beyond the RAZR
  • Figure 2.5: Motorola HSDPA handsets, launched by end 3Q07
  • Figure 2.6: All vendors: average weight of HSDPA handsets , 1Q07 and 2Q07
• Sony Ericsson launches first HSDPA device in September 2007
• LG Electronics seeks to build on strenght in WCDMA
• HTC focuses principally on the enterprise segment

Chapter 3

• JAPAN
• NTT DoCoMo leads HSDPA subscriptions
• Figure 3.1: Japan HSDPA subscriptions, 3Q06-2Q07
• HSDPA uptake driving increases in data ARPU
  • Figure 3.2: Japan: data ARPU of NTT DoCoMo and Softbank, 2Q06-2Q07
• SoftBank and NTT DoCoMo expand HSDPA device portfolio
• EMOBILE enters the mobile market
  • Figure 3.3: Japan: EM-ONE HSDPA device offered by EMOBILE
  • Figure 3.4: Japan: Timeline for EMOBILE development
• EV-DO continues to compete with HSPA, while WiMAX trials are conducted
• Outlook

Chapter 4

• KOREA
• KTF excels in subscription uptake
  • Figure 4.1: Korea HSDPA subscriptions, January-August 2007
  • Figure 4.2: Korea: HSDPA operator market shares, January-August 2007
• Operators pursue different HSDPA strategies
  • Figure 4.3: Korea: KTF and SKT logos for advanced data services
• Video calling and VOD most popular services; lead to higher ARPU
• More HSDPA handsets are released in Korea
• HSUPA coverage to be nationwide in 2Q08
• Competing technologies not to hinder HSPA mass-market uptake
• HSDPA subscriptions to account for 30% of the market by 2010

Chapter 5

• AUSTRIA
  • Figure 5.1: Austria HSDPA launch dates
  • Figure 5.2: Austria: HSDPA coverage by operator, Sep 2007
• HSDPA positioned as a mobile broadband technology
• Figure 5.3: Austria: mobile taking share from fixed in overall broadband market, 4Q06-2Q07
• Lack of HSDPA handsets has hampered sales beyond datacard/USB modem segment
  • Figure 5.4: Austria HSDPA subscriptions by device type, 4Q06-2Q07
  • Figure 5.5: Austria: HSDPA as percentage of total WCDMA/HSDPA handsets, Sep 2007
• Competition in the data segment leads operators to slash prices
  • Figure 5.6: Austria: Price of a 3GB data tariff on a 24-month contract, Sep 2007
• Mobile broadband is not limited to the postpaid market
• Discount segment expands from voice to data
  • Figure 5.7: Austria: Yesss launches discount data-only prepaid tariff
  • Figure 5.8: Austria: Willi-branded Huawei USB modems
• Operators facing backlash over performance versus advertised speeds
  • Figure 5.9: Austrian mobile operators' actual performance of HSDPA versus advertised speeds
• HSUPA upgrades will take mobile performance beyond fixed in the uplink
  • Figure 5.10: Austria operators' HSUPA launch dates

Chapter 6

• SLOVAK REPUBLIC
  • Figure 6.1: Central and Eastern Europe, broadband penetration of households in selected markets, 4Q06
  • Figure 6.2: Central and Eastern Europe, HSDPA deployments
• HSDPA versus Flash OFDM
  • Figure 6.3: Slovak Republic: Orange Slovakia' s WCDMA network coverage and subscriptions,
• Sep-06-Jul-07
• Operators focus on services rather than technology platform
  • Figure 6.4: Slovak Republic mobile operators' data tariffs, 2Q07
• Choice of HSDPA handsets currently limited
  • Figure 6.5: T-Mobile Slovakia HSDPA datacards and modem
  • Figure 6.6: Orange Slovakia HSDPA datacard and modems
• Subscription numbers picking up

Chapter 7

• SOUTH AFRICA
  • Figure 7.1: South Africa 3G subscriptions, 4Q04-2Q07
• Fast growth driven by pricing
  • Figure 7.2: South Africa HSDPA subscriptions, 3Q06-2Q07
• HSDPA in direct competition with Telkom' s ADSL service
  • Figure 7.3: South Africa: Telkom' s ADSL subscriptions, 1Q03-1Q07
• Outlook: Will HSDPA still prevail in the imminent era of convergence?

Chapter 8

• US
• Network coverage, device availability and price affect AT&T Mobility' s HSDPA uptake
  • Figure 8.1: Online price of AT&T' s HSDPA devices, Sep-07
• Level of HSDPA uptake soared in 1H07
  • Figure 8.2: AT&T Mobility HSDPA subscription trend
• A focus on applications for HSDPA
  • Figure 8.3: AT&T marketing banner for its 3G service
• HSDPA contribution to AT&T' s bottom line set to improve
• Competitors top AT&T Mobility' s coverage and network speed - but HSUPA is on its way
  • Figure 8.4: Average download and upload speeds of the HSDPA and EV-DOrA services

Chapter 9

• OUTLOOK
• Operators in Japan, Korea and the US promote handsets and 3G-specific services
• Price cuts stimulate HSDPA uptake; subscription growth boosts ARPU
• How will HSPA sit alongside other mobile broadband technologies?
• HSPA for the mass market?

• HSDPA networks launched, end-September 2007
• HSUPA networks launched, end-September 2007
• HSDPA PC cards launched and announced to Oct 2007
• HSDPA handsets launched and announced, beginning October 2007