THE MOBILE BROADBAND CONNECTIVITY MARKET

Transcription

1 THE MOBILE BROADBAND CONNECTIVITY MARKET INDEX Index Table of Contents Table of Contents... i List of Figures... v Executive summary Market environment Internet usage The European broadband communications market Fixed broadband market Wireless market The North American broadband communications market Fixed broadband market Wireless market Evolved 3G network technology Wireless technology roadmap GSM G networks UMTS/WCDMA 3GPP Release HSDPA 3GPP Release HSUPA 3GPP Release HSPA+ 3GPP Release HSPA+ 3GPP Release 8 and further evolution LTE 3GPP Release The CDMA/EVDO track Other wireless technologies Comparison of technologies Network deployments Evolution of network infrastructure From traditional to evolved network architecture Improving network backhaul capacity Expansion to new frequency bands...42 STRATEGIC NGT RESEARCH SERIES i

2 INDEX THE MOBILE BROADBAND CONNECTIVITY MARKET 2.3 Evolution of wireless chipsets Mobile broadband device vendors Mobile Broadband data terminals and form factors USB modems Embedded solutions PC-cards Gateways Mobile broadband terminal vendors Huawei ZTE Option Novatel Wireless Sierra Wireless AnyDATA BandRich Onda Communications Teltonika C-motech Axesstel Others Embedded solution vendors Ericsson Qualcomm Others Notebook PC integration The global notebook PC market Market trends Notebook PC vendor market shares Integration of mobile broadband in notebook PCs Notebook vendors Hewlett-Packard Acer...76 ii STRATEGIC RESEARCH SERIES NGT RESEARCH SERIES

3 THE MOBILE BROADBAND CONNECTIVITY MARKET INDEX Dell Toshiba Lenovo Sony ASUS Samsung Electronics Operator strategies for mobile broadband Mobile broadband usage Business models Postpaid subscriptions Prepaid subscriptions Bundling with other services Pricing and conditions Pricing International roaming Terms of use Group Deutsche Telecom France Telecom KPN Group Telecom Italia Telekom Austria TeliaSonera Telefónica Group Vodafone Group Verizon Wireless AT&T Sprint Forecasts and conclusions Market summary Device market Vendor market shares STRATEGIC NGT RESEARCH SERIES iii

4 INDEX THE MOBILE BROADBAND CONNECTIVITY MARKET Form factor trends The European mobile broadband service market Pricing trends Network technology trends Service convergence trends The North American mobile broadband service market Pricing trends Network technology trends Glossary iv STRATEGIC RESEARCH SERIES NGT RESEARCH SERIES

5 THE MOBILE BROADBAND CONNECTIVITY MARKET INDEX Index List of Figures Figure 1.1: Most popular online activities across Western Europe year olds (2008)...4 Figure 1.2: Fixed broadband market data (EU )...6 Figure 1.3: Fixed broadband operators by number of subscribers (EU )...7 Figure 1.4: Mobile operators by number of subscribers (EU27+2 Q4-2009)...9 Figure 1.5: Fixed broadband market data (North America 2009)...10 Figure 1.6: Fixed broadband operators by number of subscribers (North America 2009)...11 Figure 1.7: Mobile operators by number of subscribers (North America Q4-2009)...13 Figure 2.1: Wireless subscribers by standard (Worldwide Q2-2009)...15 Figure 2.2: Technical performance data for 3GPP Release 5 (HSDPA)...18 Figure 2.3: Technical performance data for 3GPP Release 6 (HSUPA)...20 Figure 2.4: Evolution of different wireless technologies...28 Figure 2.5: Theoretical peak data rates by technology...29 Figure 2.6: Correlation between bitrate and coverage...30 Figure 2.7: Average range of latency for a ping roundtrip...31 Figure 2.8: HSPA+ networks in Europe...32 Figure 2.9: Scheduled LTE deployments in Europe and North America...33 Figure 2.10: UMTS network architecture...35 Figure 2.11: LTE network architecture...37 Figure 2.12: UMTS data traffic in Swedish cellular networks (Sweden )...39 Figure 2.13: Telecom Italia s planned backhaul upgrade...41 Figure 3.1: Examples of USB-modems...48 Figure 3.2: Examples of embedded mobile broadband modules...50 Figure 3.3: Examples of PC-card models...51 Figure 3.4: Examples of wireless gateways...52 Figure 3.5: Selection of mobile broadband terminal products from Huawei...54 Figure 3.6: Selection of mobile broadband terminal products from Option...58 Figure 3.7: Selection of mobile broadband terminal products from Novatel Wireless...60 Figure 3.8: Selection of mobile broadband terminal products from Sierra Wireless...62 STRATEGIC NGT RESEARCH SERIES v

6 INDEX THE MOBILE BROADBAND CONNECTIVITY MARKET Figure 4.1: Notebook PC shipments (Western Europe )...70 Figure 4.2: Notebook PC vendor market shares (World 2009)...71 Figure 4.3: Number of notebook PC models with integrated HSPA ( )...72 Figure 5.1: Distribution of data consumption among different users (2009)...84 Figure 5.2: Prepaid MBB offers from Telia in Sweden (May 2010)...87 Figure 5.3: Share prepaid of new mobile broadband contracts in the UK ( )...88 Figure 5.4: Tariffs for Telekom Austria s roaming packages (May 2010)...91 Figure 5.5: Roaming packages from Vodafone Netherlands (May 2010)...91 Figure 5.6: 3 Austria s roaming tariffs (May 2010)...92 Figure 5.7: 3 Group mobile broadband subscribers by market (2009)...94 Figure 5.8: 3 Group mobile broadband tariffs by country (May 2010)...96 Figure 5.9: T-Mobile broadband tariffs by country (May 2010)...99 Figure 5.10: Orange mobile broadband subscribers in key markets (2009) Figure 5.11: Orange mobile broadband tariffs by country (May 2010) Figure 5.12: KPN mobile broadband tariffs by country (May 2010) Figure 5.13: Telecom Italia mobile broadband tariffs (May 2010) Figure 5.14: A1 Mobilkom mobile broadband subscribers ( ) Figure 5.15: Telekom Austria mobile broadband tariffs (May 2010) Figure 5.16: TeliaSonera mobile broadband tariffs by country (May 2010) Figure 5.17: Telefonica O 2 mobile broadband tariffs by country (May 2010) Figure 5.18: Vodafone mobile broadband subscribers (FY2005 FY2010) Figure 5.19: Vodafone mobile broadband tariffs by country (May 2010) Figure 5.20: Verizon Wireless mobile broadband tariffs (May 2010) Figure 5.21: AT&T mobile broadband subscribers (US ) Figure 5.22: AT&T mobile broadband tariffs (May 2010) Figure 5.23: Sprint mobile broadband tariffs (May 2010) Figure 6.1: European mobile broadband market summary ( ) Figure 6.2: North American mobile broadband market summary ( ) Figure 6.3: Mobile broadband device shipments and revenues (EU/NA ) Figure 6.4: Revenues and shipments of external devices by vendor and region (2009) Figure 6.5: Embedded module shipments to PC OEMs by vendor (2009) Figure 6.6: Shipments of notebooks with embedded mobile broadband (EU/NA ) 132 vi STRATEGIC RESEARCH SERIES NGT RESEARCH SERIES

7 THE MOBILE BROADBAND CONNECTIVITY MARKET INDEX Figure 6.7: Mobile broadband subscribers and operator revenues (Europe ) Figure 6.8: Mobile broadband market data (EU ) Figure 6.9: Average monthly fee for mobile broadband services (Europe May 2010) STRATEGIC NGT RESEARCH SERIES vii

8 INDEX THE MOBILE BROADBAND CONNECTIVITY MARKET viii STRATEGIC RESEARCH SERIES NGT RESEARCH SERIES