CDMA Market Statistics

Transcription

1 CDMA Market Statistics

2 Disclaimer Nothing in this presentation is an offer to sell any of the parts referenced herein. This presentation may reference and/or show images of parts and/or devices utilizing parts whose manufacture, use, sale, offer for sale, or importation into the United States are subject to certain injunctions against Qualcomm. This presentation is intended solely to provide information for those products and uses of products that are outside the scope of the injunctions. Any device utilizing 1x-EVDO parts must utilize Qualcomm s hybrid mode alternative solution. QUALCOMM Incorporated, 5775 Morehouse Drive, San Diego, CA Copyright 2009 QUALCOMM Incorporated, All rights reserved. 2

3 3G Offers Mobile Broadband Today 3G Over 750 Million 3G subscribers Over 217 Million HSPA and EV-DO subscribers >535 Commercial Networks: >160 EV-DO (>55 Rev. A) >310 HSDPA (>65 HSUPA) >275 CDMA2000 1X >260 WCDMA Sources for 3G commercial Operators: CDG and GSA (March 2009) Sources 3 for Subs: Operators reports and Wireless Intelligence, January 31, 2009.

4 Latin America and The Caribbean Key Indicators 9,852 9,321 Comparative PPP per capita (US$) Population: million 5, countries 2,360 GDP : US$ 3.4 trillion Purchase Power Parity (PPP) per capita: US$ 9,321 World Latin America China India 4

5 Latin America Operator Map 55 3G Networks Deployed Mexico WCDMA-HSDPA Telcel (AMX) Movistar (TEL) CDMA 1X EV-DO: Iusacell (Grupo Salinas) Guatemala CDMA 1X EV-DO: Movistar (Telefonica) Claro (America Movil) Tigo (Millicom) El Salvador Claro (America Movil) Tigo (Millicom) Honduras Claro (America Movil) Tigo (Millicom) NIcaragua Claro (America Movil) Panama Movistar (Telefonica) Bermuda CDMA 1X EV-DO: CellularOne (Bermuda Digital Comm) Colombia Comcel (America Movil) Movistar (Telefonica) Tigo (Millicom) Ecuador Claro (America Movil) CDMA 1X EV-DO: Alegro PCS (Ecuadorian government) Peru Claro (America Movil) Bolivia Tigo (Millicom) Chile Entel PCS Movistar (Telefonica) Claro (America Movil) Dominican Rep. Claro (america Movil) Jamaica CDMA 1X EV-DO: Claro (AMX) HSDPA : LIME (Cable & Wireless Haiti CDMA 1X EV-DO: Haitel Puerto Rico HSDPA : AT&T Wireless Claro (America Movil) CDMA 1X EV-DO: Centennial Communications Sprint Nextel Netherland Antilles CDMA 1X EV-DO: MIO Curacao MIO Bonaire Aruba SETAR Venezuela CDMA 1X EV-DO: Movilnet (Venezuelan government) Movistar (Telefonica) Movistar (Telefonica) Brazil CDMA 1X EV-DO: Embratel (Telmex) Trinidad & Tobago CDMA 1X EV-DO: TSTT Claro (America Movil) Vivo CTBC TIM Brasil Telecom Oi Sercomtel Paraguay Claro (America Movil) Personal (Telecom Italia) Tigo (Millicom) Uruguay Ancel (Uruguayan government) Movistar (Telefonica) Claro (America Movil) 5 Argentina Personal (Telecom Italia) Movistar (Telefonica) Claro (America Movil)

6 3G Leverages a Large Ecosystem Over 3,760 3G CDMA Devices Fujitsu Source: CDG and GSA, March G includes CDMA2000, EV-DO Rel. 0, Rev A, WCDMA, HSPA All 6trademarks, names of other companies, logos, products and services may be the property of their respective owners.

7 3G Operators Provide a Wide Range of Services All 7 trademarks, names of other companies, logos, products and services may be the property of their respective owners

8 EV-DO Supports an Entire Range of IP Services Video/Music Service Tiering Streaming/Downloads High Speed Web Browsing Multimedia Upload/Exchange Push to Talk / Push to Media Low Latency Gaming Telco quality VoIP Video Telephony Multicasting 8

9 Evolution of Mobile Services User trends shift from wired to wireless Simple Communication Download Download & Upload Real-Time Delay Sensitivity Seamless Fixed Mobile Convergence Voice & Text Streaming User Generated Content Rich Communication Seamless Connectivity Voice SMS/ Music/Ringtones Video Web Browsing Mobile 2.0 Social Networking Media Sharing Collaboration Mobile Advertising VoIP PTT/PTM Video Communication Multiplayer Gaming IPTV Home Network Set Top Box Ubiquitous Broadband Consumer Electronics Video Surveillance Mobile services becoming center of life 9

10 Global CDMA2000 Continues to Grow Millions 20% CAGR Source: Average of Yankee (Q4 08) and Wireless Intelligence (Mar 09) 10

11 11 3G Device Cost Declining as Scale Increases

12 CDMA Big Opportunity in China New 3G policy has opened doors for rapid growth of CDMA Millions CDMA subscriber base to be 50% of total 3G Subscribers in China Chinese CDMA Subscriber base to experience a 30.6% CAGR over the next four years 12 CDMA includes 1X, 1X EV-DO 3G includes 1X, 1X EV-DO, WCDMA HSPA and TD-SCDMA Source: Wireless Intelligence (Mar 09)

13 13 CDMA450 OPERATORS

14 CDMA450 Commercial Networks 100 Operators in >50 countries depicts a strong global presence Source: CDG (Mar 09) 14

15 CDMA450 Sky Link in Russia Russian Telecommunications Ministry designated CDMA450 as a Russian Federal Standard (IMT-IMC-450) in SL was established in June 2003 to consolidate the 60 regional NMT-450 operators and to create a Pan-Russian CDMA450 operator. SL launched CDMA450 service in St. Petersburg in December 2002 and in Moscow in November SL launched EV-DO rel 0 service in St. Petersburg and Moscow in December 2005 and launch EV-DO rev A in May 2008 SL launched first dual band phone CDMA 450/GSM (Ubiquam 520) in March 2007 SL Network CDMA450 networks are deployed in more than 32 regions of Russia. Gradually SkyLink will deploy networks to cover 65 regions with a population of 104 million (72 % of the total Russian population). 15

16 CDMA2000 in Russia Sky Link is rapidly increasing its CDMA subscriber base Thousands Source: Wireless Intelligence, (Mar 09) 16

17 Sky Link Terminals Pantech HX-575 Ubiquam U-200 LG LHD-200 Kyocera KE 301 Ubiquam U-800 Daewoo Itteki S42 JOA Telecom L-100 Ubiquam U-520 AnyDATA ASP-505 Ubiquam U-300 Pantech HX-570 AnyDATA SP-500 GA 17

18 Sky Link Rel 0 & Rev A Modems AnyDATA ADU-520A CMOTECH CNU-550 ZTE MG478 ZTE AC5710 AnyDATA ADU-510A AnyDATA ADU-310A AnyDATA APE-540-A Airplus MCD-650 Cmotech CNM-650 Huawei EC500 AnyDATA ADU-500A Ubiquam UM-300 Cmotech CNU-680 AnyDATA ADU-300A Ubiquam UM

19 19 GLOBAL TOP CDMA OPERATORS PERFORMANCE INDICATORS

20 Verizon Wireless Data ARPU Growth of >860% since EV-DO was Launched in Q Data ARPU $16.00 $14.00 $12.00 $10.00 $8.00 $6.00 $4.00 $2.00 EV-DO Launched Data ARPU % of Revenue EV-DO Handsets Introduced 30% 25% 20% 15% 10% 5% Data ARPU as a% of Total ARPU $0.00 0% 20 Source: Company Reports, Q4 2008

21 Sprint Wireless Data ARPU Growth of >170% since EV-DO was launched in Q $14.00 Data ARPU 30% Data ARPU $12.00 $10.00 $8.00 $6.00 $4.00 $2.00 % of Revenue EV-DO Launch Handset Services Introduced 25% 20% 15% 10% 5% Data ARPU as a% of Total ARPU $0.00 0% 21 Source: Company Reports, Q3 2008

22 22 CDMA2000 Chipset Selection

23 23 3G Evolution

24 1x Adv. & Rev. B: Higher Capacity and Enhanced User Experience Broadband downloads EV-DO Rel. 0 Broadband uploads, QoS EV-DO Rev. A Rev. B Phase I SW upgrade to multicarrier 3x higher data rates to all Commercial in 2009 Rev. B Phase I EV-DO Rev. B Phase II New Channel card ~ 65% higher RL capacity (Interference Cancellation) 14.7 Mbps peak rates Rev. B Phase II DO Advanced DL: 2.4 Mbps UL: 153 kbps DL: 3.1 Mbps UL: 1.8 Mbps DL: 9.3 Mbps 1 UL: 5.4 Mbps DL: 14.7 Mbps 2 UL: 5.4 Mbps DL: 32 Mbps 3 UL: 12.4 Mbps 3 CDMA2000 1X Excellent voice capacity EV-DO for data CDMA2000 1X 1x Enhancements Up to 50% more voice capacity Available today 1x Advanced 1x Advanced 4x capacity increase over 1x today Frees up spectrum for EV-DO data See previous slides for footnotes The natural evolutions from EV-DO Rev. A and 1X 24 Note: Estimated commercial dates Created 10/13/08

25 Incremental and Cost-effective Upgrades Initial Investment CDMA2000 1X Broadband downloads EV-DO Rel. 0 Channel Card 1.5x Voice capacity 1X Enhancements Network Upgrade Broadband uploads EV-DO Rel. A Channel Card 4x Increase in voice capacity 1X Advanced Channel Card Multi carrier EV-DO Rev. B Rev. B Phase I SW Upgrade Single Carrier BTS Interference cancellation Phase II Channel Card Shows required network upgrades, new handsets typically required to support next evolution step Enhanced capacity and data rates SW Upgrade DO Advanced Channel Card Single / Multi Carrier 25 An evolution path that leverages current investments

26 1x Advanced - Natural next step for CDMA2000 1X 1x Advanced EV-DO Rev. B CSM 6850 Rev. A/B CSM x Advanced Same voice capacity as 1X today in quarter of the spectrum Available in the same timeframe as Rev. B HW upgrade 26 1x Advanced frees up more spectrum for Rev. B

27 Tripled User Data Rates Throughout the Cell User data rate experienced during a burst 27

28 Rev. B User Data Rates On Par with HSPA+ 21 Mbps (64 QAM) 14.7 Mbps (64 QAM) 9.3 Mbps 14.4 Mbps EV-DO Rev. B, 5 MHz (3X multicarrier) HSPA+, 5 MHz (single carrier, no MIMO) User Data Rate Experienced During a Burst 3.7 Mbps 3.8 Mbps 1.5 Mbps 1.5 Mbps Peak Rate Median Users Cell Edge Users (Achievable in Optimal Conditions) Source: 28 Qualcomm simulations using 5 MHz. Shows the forward link burst data rate for the median and the 10% worst (Cell edge) users. HSPA+ with 2x2 MIMO provides 28 Mbps peak data rate

29 29 Thank You