THE EUROPEAN MOBILE BROADBAND MARKET

Transcription

1 THE EUROPEAN MOBILE BROADBAND MARKET INDEX Index Table of Contents Table of Contents... i List of Figures... vi Executive summary Portable PCs and nomadic devices The European notebook PC market Regional market trends Vendor market shares Other PC form factors Tablet PCs UMPC Nomadic devices Portable media players Digital cameras Portable gaming consoles Personal navigation devices Mobile network technologies Evolution of 2G-networks G networks: UMTS/WCDMA UMTS packet-switched bearer services Session management Network performance Challenges and future developments UMTS/WCDMA in lower frequencies UMTS-TDD Evolutions of 3G: HSPA, HSPA+ and LTE HSDPA HSUPA HSPA STRATEGIC VAS RESEARCH SERIES i

2 INDEX THE EUROPEAN MOBILE BROADBAND MARKET LTE CDMA EVDO and UMB CDMA Mobile WiMAX Other broadband wireless technologies IEEE standard: Wireless LAN standard Market perspective Hotspots Municipal-WiFi IEEE standard: WiMAX IEEE standard and technologies FLASH-OFDM iburst Data terminals and notebook PC integration Mobile broadband data terminal form factors PC-cards USB-modems Embedded modules Wireless gateways and modems WCDMA/HSPA broadband terminal vendors Option Novatel Wireless Sierra Wireless G Systems AnyDATA Digi International Sarian Systems Teltonika TOPEX Zadako...63 ii STRATEGIC RESEARCH SERIES VAS RESEARCH SERIES

3 THE EUROPEAN MOBILE BROADBAND MARKET INDEX 4.3 Handset and telecom vendors Cisco Ericsson and Sony Ericsson HTC/BandRich Huawei Motorola Nokia Onda Communication Siemens Wireless Modules Telit ZTE Notebook PC and Tablet/UMPC manufacturers Dell HP Acer Toshiba Lenovo Fujitsu Siemens Sony Panasonic Samsung Others HSPA mobile broadband propositions Business models Contract subscriptions Pepaid subscriptions Bundling with other telecom services Pricing and conditions Pricing International roaming Terms of use Case studies: HSPA mobile broadband services...83 STRATEGIC VAS RESEARCH SERIES iii

4 INDEX THE EUROPEAN MOBILE BROADBAND MARKET ONE: H.U.I. fixed-mobile-convergence service Tele2: Bundling and flexible tariffs Telenet: Bundling of fixed and mobile Internet access TMN: Network speed tariffs and pan-european roaming charge Alternative providers of non-hspa mobile broadband FLASH-OFDM in Finland Digiweb: FLASH-OFDM in Ireland Nordisk Mobiltelefon: CDMA450 in Scandinavia Zapp: CDMA450 in Romania and Portugal Operator strategies for mobile broadband Group Deutsche Telekom Strategy for wireless broadband network deployments T-Mobile HSPA broadband propositions UMTS-TDD and FLASH-OFDM deployments France Telecom KPN Group Telecom Italia TIM mobile broadband propositions Alice integrated fixed-mobile broadband offering Telefónica Group HSPA mobile broadband propositions O 2 Germany: Home zone mobile broadband Telefónica O 2 Czech Republic: Parallel CDMA450 and HSPA networks Telekom Austria Telenor Scandinavian market strategy Turbo-3G propositions on the Swedish market WiFi partnership with The Cloud TeliaSonera Vodafone Group Vodafone MCC iv STRATEGIC RESEARCH SERIES VAS RESEARCH SERIES

5 THE EUROPEAN MOBILE BROADBAND MARKET INDEX Marketing and pricing strategies International roaming packages Market forecasts and trends European market summary Device market Vendor market shares Form factor trends Network service market Regional market trends Network technology trends Service convergence trends Glossary STRATEGIC VAS RESEARCH SERIES v

6 INDEX THE EUROPEAN MOBILE BROADBAND MARKET Index List of Figures Figure 1.1: Notebook PC shipments (EU )...4 Figure 1.2: Notebook PC shipments and population (EU )...5 Figure 1.3: Notebook PC vendor market shares (Worldwide 2006)...6 Figure 1.4: Sahara Slate i200 Tablet PC...8 Figure 1.5: Shipments of nomadic devices (Worldwide 2006)...9 Figure 1.6: Examples of nomadic devices (Sony PSP and Dash PND)...11 Figure 2.1: Peak and average data rates in the evolution from 2G to 3G...14 Figure 2.2: 3G packet switch bearer service session management...17 Figure 2.3: Examples of UMTS-TDD deployments in Europe...22 Figure 2.4: HSDPA deployment status (EU23+2 June 2007)...23 Figure 2.5: HSDPA categories and throughput rates...25 Figure 2.6: HSUPA categories and data rates...26 Figure 2.7: CDMA2000 technology evolution path...31 Figure 2.8: CDMA450 licenses in EU23+2 (May 2007)...32 Figure 3.1: IEEE standard evolution...38 Figure 3.2: Examples of municipal Wi-Fi projects in Europe...41 Figure 3.3: Examples of fixed WiMAX licenses and deployments in Europe...44 Figure 3.4: Examples of FLASH-OFDM and iburst deployments in Europe...47 Figure 4.1: Share of EU operators offering principal 3G data terminal form factors...51 Figure 4.2: Examples HSPA mobile broadband terminals...52 Figure 4.3: WCDMA/HSDPA operator distribution agreements by vendor and form factor...54 Figure 4.4: Examples of Option WCDMA/HSPA devices...56 Figure 4.5: Examples of Novatel Wireless WCDMA/HSPA devices...57 Figure 4.6: Examples of Sierra Wireless WCDMA/HSPA devices...59 Figure 4.7: Examples of 4G Systems WCDMA/HSPA devices...60 Figure 4.8: Examples of Huawei WCDMA/HSPA data terminals...66 Figure 4.9: Top notebook manufacturers and their HSPA module suppliers...68 Figure 4.10: HSDPA enabled notebooks by vendor (May 2007)...69 vi STRATEGIC RESEARCH SERIES VAS RESEARCH SERIES

7 THE EUROPEAN MOBILE BROADBAND MARKET INDEX Figure 4.11: Fujitsu Siemens HSDPA enabled notebook models...74 Figure 5.1: Comparison of HSPA data tariffs (Western and Central Europe, Q2-2007)...80 Figure 5.2: Examples of 3G data roaming packages...81 Figure 5.3: Examples of standardised 3G roaming charges...82 Figure 5.4: H.U.I. packages and pricing...84 Figure 5.5: Banda Larga mobile broadband tariffs...87 Figure 5.6: Frequency licenses held by Nordisk Mobiltelefon...89 Figure 5.7: ICE mobile broadband pricing plans (June 2007)...90 Figure 6.1: Estimated mobile broadband connections by operator (December 2006)...93 Figure 6.2: 3 Group mobile broadband tariffs (June 2007)...94 Figure 6.3: T-Mobile wireless broadband network deployments...96 Figure 6.4: T-Mobile Group mobile broadband tariffs (June 2007)...97 Figure 6.5: Orange Group mobile broadband tariffs (June 2007)...99 Figure 6.6: Orange UK Business Everywhere Max tariff Figure 6.7: KPN Group mobile broadband tariffs (June 2007) Figure 6.8: TIM mobile broadband tariffs (June 2007) Figure 6.9: Alice Sempre integrated fixed-mobile broadband tariff (June 2007) Figure 6.10: Telefónica Group mobile broadband tariffs (June 2007) Figure 6.11: Examples of Telefónica O 2 Czech Republic fixed-mobile broadband tariffs Figure 6.12: Cumulative sales of 3G broadband devices (Mobilkom Austria ) Figure 6.13: Mobilkom Austria mobile broadband tariffs Figure 6.14: Telenor s Scandinavian subscriber base (Q1-2007) Figure 6.15: TeliaSonera 3G mobile broadband propositions (June 2007) Figure 6.16: Vodafone 3G MCC devices (Q Q1-2007) Figure 6.17: Vodafone MCC subscribers and revenues by market (2006) Figure 6.18: Vodafone Group mobile broadband propositions (June 2007) Figure 6.19: Vodafone Group MCC roaming propositions (June 2007) Figure 7.1: Mobile broadband market summary (Europe ) Figure 7.2: Fixed broadband market data (EU ) Figure 7.3: Mobile broadband device shipments and revenues (Europe ) Figure 7.4: Estimated revenues and shipments by device vendor (Europe/World 2006) Figure 7.5: Shipments of notebooks with embedded HSPA/LTE (Europe ) STRATEGIC VAS RESEARCH SERIES vii

8 INDEX THE EUROPEAN MOBILE BROADBAND MARKET Figure 7.6: Mobile broadband subscribers and network revenues (Europe ) Figure 7.7: Average monthly fee for 500 MB+ mobile broadband service (WE Q2-2007) viii STRATEGIC RESEARCH SERIES VAS RESEARCH SERIES