LTE Mobile Broadband Strategies

Overview

This LTE report provides over 50 pages of forecasts including enterprise and consumer subscriber numbers split by 8 key regions, and enterprise and consumer device forecasts for smart phones, laptops, portable games consoles, netbooks, and consumer devices such as cameras and MP3 players.

As well as LTE service revenues based on regional ARPUs, this report also looks at LTE network access method (SIM cards, USB modem dongle, plug-in cards, embedded chipsets) and forecasts when the embedded LTE chipset market will take off.

This new study provides the most detailed assessment of the opportunity for device and component vendors, mobile network operators, consultants, financial analysts and application, content and service providers to maximise revenues in this emerging sector.

Table of Contents

Executive Summary

1. Mobile Broadband Market Drivers

1.1 Personal Connectivity:  \"Always On\"
Figure 1.1: Broadband Connectivity Demand Cycle
1.2 Economic Growth
Figure 1.2: OECD Broadband Penetration and GDP per Capita
1.3 Emerging Mobile Youth Generation
Figure 1.3: Youth Mobile Requirements Survey Feedback
Figure 1.4: Youth Mobile - Next Generation Phones Survey Feedback
1.4 New Applications and Services
1.4.1 The Emergence of 3G and Mobile Content
Figure 1.5: Evolution of Mobile Applications over Time
Figure 1.6: Voice vs. Data ARPU 2008 by Country
Figure 1.7: UK Text Messaging Growth - SMS/MMS per quarter (m)
Figure 1.8: Global Mobile & Basic 3G Subscribers (m) in 2008 by Region
1.4.2 Growth of Mobile Commerce
Figure 1.9: Bank of America Mobile Banking Screens
Figure 1.10: mPoria Mobile Web Shopping Portal
1.4.3 Mobile Web 2.0 - Future Applications and Services
1.4.4 Growth of the Mobile Web
Figure 1.11 Mobile Internet Users by Region (m) 2009 & 2011
1.4.5 Video iPod Ignites Portable Video Revolution
1.4.6 Impact on Network Traffic
Figure 1.12: Global Mobile Data Traffic Forecast
1.5 The Need for Mobility
Figure 1.13: Development of Worldwide Connectivity - Fixed, Mobile, PCs & Internet 1997-2007
Figure 1.14: Microsoft My Phone Screenshot
Figure 1.15: Orb Service on a Classic Mobile Browser Interface
1.6 LTE Specific Drivers & Inhibitors
1.7 LTE Open Issues
1.7.1 Devices
i Device Types
Figure 1.16: LTE Device Introduction Timeline
ii Device Convergence
Figure 1.17: Garmin nüvifone G60
Figure 1.18 Acer Tempo DX900 Smart Phone
1.7.2 Data Traffic Monetisation
Figure 1.19: Data Traffic and Network Profitability Timeline
1.7.3 Spectrum: When and How Much?
Figure 1.20: LTE Potential Spectrum Bands
1.7.4 Voice over LTE

2. Mobile Subscriber Market Forecast

2.1 Subscriber Forecasting Technique
2.1.1 Methodology
Figure 2.1: LTE Market Forecast Methodology
2.1.2 Geographical Splits
2.1.3 Technology Splits
2.2 Global Mobile Subscriber Forecast
Figure 2.2: Global Mobile Subscribers (m) by 8 Key Regions All Technologies, 2008 - 2014
Table 2.1: Global Mobile Subscribers (m) by 8 Key Regions All Technologies, 2008 - 2014
Figure 2.3: Global Mobile Subscriber Base, Market Share (%) by 8 Key Regions 2008-2014
2.2.1 North America
i. Mobile Subscriber Penetration
ii. Market Structure
2.2.2 South America
i. Diverse Region
ii. Mobile Subscriber Penetration Rates
iii. Dominant Technology
iv. Players in Region
2.2.3 Western Europe
i. Mobile Subscriber Penetration
ii. Market Structure
2.2.4 Eastern Europe
i. Mobile Subscriber Penetration
2.2.5 Far East & China
i. Mobile Subscriber Penetration
2.2.6 Indian Sub Continent
i. Mobile Subscriber Penetration
2.2.7 Rest of Asia Pacific
i. Mobile Subscriber Penetration
2.2.8 Africa & Middle East
i. Market Background
ii. Mobile Subscriber Penetration
iii. Players
iv. ARPU
2.3 3G and Mobile Broadband Subscriber Forecast
2.3.1 North America
Figure 2.4: North America Mobile Subscribers (m) by Technology (2G/2.5G, 3G, 3.5G/3.9G) 2009-2014
Table 2.2: N. America Mobile Subscribers (m) by Technology (2G/2.5G, 3G, 3.5G/ 3.9G) 2009 - 2014
2.3.2 South America
Figure 2.5: South America Mobile Subscribers (m) by Technology (2G/2.5G, 3G, 3.5G/3.9G) 2009-2014
Table 2.3: South American Mobile Subscribers (m) by Technology (2G/2.5G, 3G, 3.5G/ 3.9G) 2009 - 2014
2.3.3 Western Europe
Figure 2.6: Western Europe Mobile Subscribers (m) by Technology (2G/2.5G, 3G, 3.5G/3.9G) 2009-2014
Table 2.4: Western Europe Mobile Subscribers (m) by Technology (2G/2.5G, 3G, 3.5G/ 3.9G) 2009 - 2014
2.3.4 Eastern Europe
Figure 2.7: Eastern Europe Mobile Subscribers (m) by Technology (2G/2.5G, 3G, 3.5G/3.9G) 2009-2014
Table 2.5: Eastern Europe Mobile Subscribers (m) by Technology (2G/2.5G, 3G, 3.5G/ 3.9G) 2009 - 2014
2.3.5 Far East & China
Figure 2.8: Far East & China Mobile Subscribers (m) by Technology (2G/2.5G, 3G, 3.5G/3.9G) 2009-2014
Table 2.6: Far East & China Mobile Subscribers (m) by Technology (2G/2.5G, 3G, 3.5G/ 3.9G) 2009 - 2014
2.3.6 Indian Sub Continent
Figure 2.9: Indian Sub Continent Mobile Subscribers (m) by Technology (2G/2.5G, 3G, 3.5G/3.9G) 2009-2014
Table 2.7: Indian Sub Continent Mobile Subscribers (m) by Technology (2G/2.5G, 3G, 3.5G/ 3.9G) 2009 - 2014
2.3.7 Rest of Asia Pacific
Figure 2.10: Rest of Asia Pacific Mobile Subscriber Forecasts (m) by Technology (2G/2.5G, 3G, 3.5G/3.9G) 2009-2014
Table 2.8: Rest of Asia Pacific Mobile Subscribers (m) by Technology (2G/2.5G, 3G, 3.5G/ 3.9G) 2009 - 2014
2.3.8 Africa & Middle East
Figure 2.11: Africa & Middle East Mobile Subscribers(m) by Technology (2G/2.5G, 3G, 3.5G/3.9G) 2009-2014
Table 2.9: Africa & Middle East Mobile Subscribers (m) by Technology (2G/2.5G, 3G, 3.5G/ 3.9G) 2009 - 2014
2.3.9 Global
Figure 2.12: Global Mobile Subscribers (m) by Technology (2G/2.5G, 3G, 3.5G/3.9G) 2009-2014
Table 2.10: Global Mobile Subscribers (m) by Technology (2G/2.5G, 3G, 3.5G/ 3.9G) 2009 - 2014
Figure 2.13: Global Mobile Broadband 3.5G/3.9G Subscribers (m) Compared to 2G/2.5G/3G Subscribers (m) 2009 - 2014

3. LTE Market Status

3.1 TeliaSonera
3.2 NTT DoCoMo
Figure 3.1: NTT DoCoMo Super 3G (LTE) Timeplan
Figure 3.2: NTT DoCoMo Super 3G (LTE) Downlink Performance
3.3 Verizon, Vodafone & China Mobile
3.4 Telstra
3.5 KDDI
3.6 Softbank
3.7 T-Mobile
3.8 China Telecom
3.9 SK Telecom
3.10 Korea Telecom & KTF
Figure 3.3: KTF Network Evolution
3.11 Bell Canada & Telus
3.12 SmarTone-Vodafone
3.13 AT&T Mobility
3.14 Further MNOs and Other Network Operators
3.15 Conclusion
Table 3.1: LTE Development Scorecard by MNO - Trial Dates, Commercial Service Dates & Vendors Selected
Figure 3.4: Global LTE Development Assessment by MNO

4. LTE Market Forecasts: Subscribers and Revenues

4.1 LTE Subscriber Forecast
4.1.1 MNO Strategies
4.1.2 Guidance: Impact of the Downturn
4.1.3 North America
Figure 4.1: North America LTE, HSPA, EVDO Revs A & B and WiMAX Mobile Subscribers (m) 2009 - 2014
Table 4.1: North America LTE, HSPA, EVDO Revs A & B and WiMAX Mobile Subscribers (m) 2009 - 2014
Figure 4.2: North America LTE Enterprise & Consumer Mobile Subscribers (m) 2009 - 2014
Table 4.2: North America LTE Enterprise & Consumer Mobile Subscribers (m) 2009 - 2014
4.1.4 Western Europe
Figure 4.3: Western Europe LTE, HSPA and WiMAX Mobile Subscribers (m) 2009 - 2014
Table 4.3: Western Europe LTE, HSPA and WiMAX Mobile Subscribers (m) 2009 - 2014
Figure 4.4: Western Europe LTE Enterprise & Consumer Mobile Subscribers (m) 2009 - 2014
Table 4.4: Western Europe LTE Enterprise & Consumer Mobile Subscribers (m) 2009 - 2014
4.1.5 Far East & China
Figure 4.5: Far East & China LTE, HSPA, EVDO Revs A & B and WiMAX Mobile Subscribers (m) 2009 - 2014
Table 4.5: Far East & China LTE, HSPA, EVDO Revs A & B and WiMAX Mobile Subscribers (m) 2009 - 2014
Figure 4.6: Far East & China LTE Enterprise & Consumer Mobile Subscribers (m) 2009 - 2014
Table 4.6: Far East & China LTE Enterprise & Consumer Mobile Subscribers (m) 2009 - 2014
4.1.6 Rest of Asia Pacific
Figure 4.7: Rest of Asia Pacific LTE, HSPA, EVDO Revs A & B and WiMAX Mobile Subscribers (m) 2009 - 2014
Table 4.7: Rest of Asia Pacific LTE, HSPA, EVDO Revs A & B and WiMAX Mobile Subscribers (m) 2009 - 2014
Figure 4.8: Rest of Asia Pacific LTE Enterprise & Consumer Mobile Subscribers (m) 2009 - 2014
Table 4.8: Rest of Asia Pacific LTE Enterprise & Consumer Mobile Subscribers (m) 2009 - 2014
4.1.7 Global
Figure 4.9: Global LTE, HSPA, EVDO Revs A & B and WiMAX Mobile Subscribers (m) 2009 - 2014
Table 4.9: Global LTE, HSPA, EVDO Revs A & B and WiMAX Mobile Subscribers (m) 2009 - 2014
Figure 4.10: Global LTE Mobile Subscribers by Region (m) 2009 - 2014
Table 4.10: Global LTE Mobile Subscribers by 8 Key Regions (m) 2009 - 2014
Figure 4.11: Global LTE Enterprise & Consumer Mobile Subscribers (m) 2009 - 2014
Table 4.11: Global LTE Enterprise & Consumer Mobile Subscribers (m) 2009 - 2014
4.2 LTE Service Revenues Forecast
4.2.1 ARPU Forecasts
Figure 4.12 Enterprise Operator-Billed ARPU by 8 Key Regions ($) 2009 - 2014
Table 4.12: Enterprise Operator-Billed ARPU by 8 Key Regions ($) 2009 - 2014
Figure 4.13 Consumer Operator-Billed ARPU by 8 Key Regions ($) 2009 - 2014
Table 4.13: Consumer Operator-Billed ARPU by 8 Key Regions ($) 2009 - 2014
4.2.2 North America
Figure 4.14: North America LTE Enterprise & Consumer Service Revenues ($m) 2009 - 2014
Table 4.14: North America LTE Enterprise & Consumer Service Revenues ($m) 2009 - 2014
4.2.3 Western Europe
Figure 4.15: Western Europe LTE Enterprise & Consumer Service Revenues ($m) 2009 - 2014
Table 4.15: Western Europe LTE Enterprise & Consumer Service Revenues ($m) 2009 - 2014
4.2.4 Far East & China
Figure 4.16: Far East & China LTE Enterprise & Consumer Service Revenues ($m) 2009 - 2014
Table 4.16: Far East & China LTE Enterprise & Consumer Service Revenues ($m) 2009 - 2014
4.2.5 Rest of Asia Pacific
Figure 4.17: Rest of Asia Pacific LTE Enterprise & Consumer Service Revenues ($m) 2009 - 2014
Table 4.17: Rest of Asia Pacific LTE Enterprise & Consumer Service Revenues ($m) 2009 - 2014
4.2.6 Global
Figure 4.18: Global LTE Enterprise & Consumer Service Revenues ($m) 2009 - 2014
Table 4.18: Global LTE Enterprise & Consumer Service Revenues ($m) 2009 - 2014
Figure 4.19: Global LTE Service Revenues ($m) by 8 Key Regions 2009 - 2014
Table 4.19: Global LTE Service Revenues ($m) by 8 Key Regions 2009 - 2014

5. LTE Market Forecasts: Network Access, Devices & Chipsets

5.1 LTE Network Access Forecast
5.1.1 LTE Network Access Forecast: Enterprise Subscribers
Figure 5.1: LTE Enterprise Subscribers (m), by Means of Network Access: SIMs, Dongles, Cards & Embedded Chipsets 2009 - 2014
Table 5.1: LTE Enterprise Subscribers (m), by Means of Network Access: SIMs, Dongles, Cards & Embedded Chipsets 2009 - 2014
Figure 5.2: LTE Enterprise Subscribers (%) by Means of Network Access: SIMs, Dongles, Cards & Embedded Chipsets - Market Segmentation Mix - 2010 - 2014
5.1.2 LTE Network Access Forecast: Consumer Subscribers
Figure 5.3: LTE Consumer Subscribers (m) by Means of Network Access: SIMs, Dongles, Cards & Embedded Chipsets 2009 - 2014
Table 5.2: LTE Consumer Subscribers (m) by Means of Network Access: SIMs, Dongles, Cards & Embedded Chipsets 2009 - 2014
Figure 5.4: LTE Consumer Subscribers (%) by Means of Network Access: SIMs, Dongles, Cards & Embedded Chipsets - Market Segmentation Mix 2010 - 2014
5.1.3 LTE Network Access Forecast: Enterprise & Consumer Subscribers
Figure 5.5: LTE Enterprise & Consumer Subscribers (m) by Means of Network Access: SIMs, Dongles, Cards & Embedded Chipsets 2009 - 2014
Table 5.3: LTE Enterprise & Consumer Subscribers (m) by Means of Network Access: SIMs, Dongles, Cards & Embedded Chipsets 2009 - 2014
Figure 5.6: LTE Enterprise & Consumer Subscribers (%) by Means of Network Access: SIMs, Dongles, Cards & Embedded Chipsets Market Segmentation Mix 2010 - 2014
5.2 LTE Devices Forecast
5.2.1 Device Types
Figure 5.7: LTE Device Introduction Timeline
5.2.2 Mobile Handsets
Figure 5.8: Global LTE Handsets Forecast (m) 2009 - 2014
Table 5.4: Global LTE Handsets Forecast (m) 2009 - 2014
5.2.3 Laptops and Netbooks
Figure 5.9: Global LTE Laptops and Netbooks (m) 2009 - 2014
Table 5.5: Global LTE Laptops and Netbooks (m) 2009 - 2014
5.2.4 Portable Games Consoles
Figure 5.10: LTE Enabled Portable Games Consoles (Subscribers m) 2009 - 2014
Table 5.6: LTE Enabled Portable Games Consoles (Subscribers m) 2009 - 2014
5.2.5 Digital Cameras, MP3 Players & Other Consumer Devices
Figure 5.11: Sony Video Service Rollout Strategy
Figure 5.12: LTE Enabled Digital Cameras, MP3 Players & Other Consumer Devices (Subscribers m) 2009 - 2014
Table 5.7: LTE Enabled Digital Cameras, MP3 Players & Other Consumer Devices (Subscribers m) 2009 - 2014
5.2.6 Enterprise Devices
Figure 5.13: LTE Enabled Enterprise Devices by Type (Netbooks, Laptops & Handsets) Subscribers (m) 2009 - 2014
Table 5.8: LTE Enabled Enterprise Devices Forecast by Type (Netbooks, Laptops & Handsets) Subscribers (m) 2009 - 2014
Figure 5.14: LTE Enabled Enterprise Devices Market Segmentation Mix (%) by Type (Netbooks, Laptops & Handsets) 2010 - 2014
5.2.7 Consumer Devices
Figure 5.15: LTE Enabled Consumer Devices Forecast by Type (Netbooks, Laptops & Handsets) Subscribers (m) 2009 - 2014
Table 5.9: LTE Enabled Consumer Devices by Type (Cameras, MP3s, Consumer Devices, Netbooks, Laptops & Handsets) Subscribers (m) 2009 - 2014
Figure 5.16: LTE Enabled Consumer Devices Market Segmentation Mix (%) by Type (Cameras, MP3s, Consumer Devices, Netbooks, Laptops & Handsets) 2010 - 2014
5.2.8 Enterprise and Consumer Devices
Figure 5.17: LTE Enabled Enterprise and Consumer Devices by Type (Cameras, MP3s, Consumer Devices, Netbooks, Laptops, Portable Games Consoles & Handsets) Subscribers (m) 2009 - 2014
Table 5.10: LTE Enabled Enterprise and Consumer Devices by Type (Cameras, MP3s, Consumer Devices, Netbooks, Laptops, Portable Games Consoles & Handsets) Subscribers (m) 2009 - 2014
Figure 5.18: LTE Enabled Enterprise and Consumer Devices Market Segmentation Mix (%) by Type (Cameras, MP3s, Consumer Devices, Netbooks, Laptops, Portable Games Consoles & Handsets) 2010 - 2014
5.3 LTE Chipsets Forecast
5.3.1 LTE Chipset Availability
5.3.2 LTE Chipset Annual Shipment Forecast
Figure 5.19: LTE Enterprise and Consumer Chipset Shipments (m. pa)  by Device Type (Embedded, Cards, Dongle &Handset SIM) 2009 - 2014
Table 5.11: LTE Enterprise and Consumer Chipset Shipments (m. pa) by Device Type (Embedded, Cards, Dongle &Handset SIM) 2009 - 2014
Figure 5.20: LTE Enterprise and Consumer Chipset Shipment Forecast Mix (%) by Device Type (Embedded, Cards, Dongle &Handset SIM) 2010 - 2014
5.3.3 LTE Chipset Pricing Forecast
Figure 5.21: LTE Chipset Pricing Forecast ($) 2010 - 2014
Table 5.12: LTE Chipset Pricing Forecast ($) 2010 - 2014
5.3.4 LTE Chipset Market Revenue Forecast
Figure 5.22: LTE Chipset Revenues ($m. pa) by Device Type (Embedded, Cards, Dongle & Handset SIM) 2009 - 2014
Table 5.13: LTE Chipset Revenues ($m. pa) by Device Type (Embedded, Cards, Dongle & Handset SIM) 2009 - 2014

6. LTE Network Vendor Strategies

6.1 Alcatel Lucent
6.2 Ericsson
Figure 6.1: Ericsson Evo RAN
Figure 6.2: Ericsson LTE Time Plans
6.3 Fujitsu
6.4 Huawei
6.5 Motorola
6.6 NEC
6.7 Nokia Siemens Networks
Figure 6.3 Nokia Siemens Networks LTE Solution - BTS & MME
Figure 6.4 Nokia Siemens Networks LTE Solution - SAE Gateway & Management
6.8 Nortel Networks
6.9 ZTE
Figure 6.5 ZTE OneNetwork Solution
6.10 LSTI

7. Mobile Broadband -Technologies Primer

7.1 WiMAX
7.1.1 OFDM
Figure 7.1: OFDM Spectrum
7.2 Fixed WiMAX (802.16d-2004)
7.3 Mobile WiMAX (802.16e-2005)
Figure 7.2: Difference between OFDM and OFDMA
Table 7.1: Scalable OFDM: Sub Carrier Permutations
7.4 Mobile WiMAX (802.16m)
Figure 7.3: Mobile WiMAX Timeline
7.5 Flash OFDM
Figure 7.4: Network Layer Architecture for Flash OFDM
7.6 UMTS-TDD
7.7 HSPA (High Speed Packet Access)
7.7.1 3GPP Release 5
7.7.2 3GPP Release 6
7.7.3 3GPP Release 7
Figure 7.5: HSDPA Performance Improvements
7.7.4 3GPP Release 8 HSPA Evolved (HSPA+)
7.7.5 HSPA Devices
7.8 3G LTE (Long Term Evolution)
7.8.1 3GPP Release 8: LTE & SAE
Figure 7.6: LTE Overview
Figure 7.7: LTE and SAE System Architecture
Figure 7.8: Comparison of LTE and UMTS System Architecture
7.8.2 LTE Advanced
7.9 CDMA 1X EVDO & UMB
7.10 Duplexing Techniques
7.10.1 FDD (Frequency Division Duplexing)
Figure 7.9: Frequency Division Duplexing
7.10.2 TDD (Time Division Duplexing)
Figure 7.10: Time Division Duplexing
7.11 LTE Technology Comparison
Table 7.2: Key Mobile Broadband Technology Parameter Comparisons

Companies Referenced

Acer, Aircell, Alcatel Lucent, Amazon, America Movil, Apple, AT&T, Bango, Bank of America, Bell Canada, BSNL, Century, China Telecom, Cisco, eBay, Ericsson, France Telecom, Garmin, Google,
Huawei, Intel, ITU, KDDI, Kineto Wireless, Korea Telecom, KTF, LG Electronics, Microsoft, Mobile Telesystems, Motorola, mPoria, MTN, MTNL, Nintendo, Nokia Siemens Networks, NTT DoCoMo, OECD, Ofcom, Orb Networks, Research in Motion, Rogers Wireless, SK Telecom, Softbank, Sony, Spint Nextel, Starent  Networks, Telecom Italia, Telefonica, TeliaSonera, Tellabs, Telnore, Telstra, Telus, Tesco Mobile, T-Mobile, UMTS Forum, VeriSign, Verizon Wireless, Vimpelcom, Vodacom, Vodafone, Zain, ZTE