Shifting to Embedded: 2008 Worldwide Cellular Modem Market / インスタット社

世界のセルラーモデム市場調査 2008年:ユーザ調査、ベンダ情報、市場予測

Shifting to Embedded: 2008 Worldwide Cellular Modem Market

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出版社	出版日	電子媒体 (05/22 レート)	ページ数
インスタット社	2008年12月	US$ 3,495 \295,011(税込) ライセンス別価格	22

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2007 and 2008 have been banner years for the cellular modem market, as many operators worldwide have aggressively beefed up their 3G data service offerings, and consequently cellular modem manufacturers have offered a wide variety of 3G cellular modems. 2007 shipments reached 12.6 million, with 2008 shipments expected to reach over 20 million. Although In-Stat expects the economic downturn to affect cellular modem purchases negatively in 4Q08, the 1H08 and the third quarter 2008 were still quite strong in terms of shipment growth.

This report provides the following:

End-user data on cellular laptop data usage
Profiles of key vendors in the cellular modem market
Shipment forecasts for external and embedded cellular modems
Forecast breakout between USB modems and PC cards
Revenue forecasts for external and embedded cellular modems

Table of Contents

Executive Summary
Introduction
Cellular Modem Survey Results
Forecasts
Vendor Profiles

External Modem Vendors

C-motech
Huawei
Novatel Wireless
Option
Sierra Wireless

Embedded Modems

Ericsson
Qualcomm

Methodology
Glossary
Related In-Stat Reports

List of Tables

Table 1. Annual Shipments (in Thousands) of 3G/4G External Modem Clients, 2007–2013
Table 2. Annual Revenues (US$ in Thousands) of 3G/4G External Modem Clients, 2007–2013
Table 3. Breakdown of Annual External Clients Between USB Modems and PC Cards, 2007–2013
Table 4. Annual Shipments (in Thousands) of 3G/4G Embedded Mobile PCs, 2007–2013
Table 5. Annual Revenues (US$ in Thousands) of 3G/4G Embedded Modems, 2007–2013

List of Figures

Figure 1. Annual Shipments of Embedded and External Cellular Modems (in Thousands), 2007–2013
Figure 2. Do You Currently Use Cellular Data Service for Internet Access on Your Laptop
Figure 3. Primary Reason Not Interested in Cellular Laptop Data Services―Respondents With No Interest in the Service
Figure 4. Primary Reason for Not Currently Using Mobile Broadband― Respondents With Interest in the Service
Figure 5. Pricing Plan Most Appealing―Interested in Getting Service and Don’t See Price Too High
Figure 6. Timeframe for Getting Cellular Laptop Data Service
Figure 7. Type of Cellular Modem Currently in Use
Figure 8. Who Pays for Service
Figure 9. Biggest Complaint With Laptop Mobile Broadband Service
Figure 10. Respondents Usage Pattern for Mobile Broadband
Figure 11. Average Daily Use of Mobile Broadband
Figure 12. Max Out Currently Monthly Data Limits
Figure 13. Overall Satisfaction With Mobile Broadband Service

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プレスリリース

不況の中、強力に3Gデータサービスとセルラーモデムを推し進めるモバイルオペレータ

アリゾナ州スコッツデール、2009年1月12日
2008年のセルラーモデム市場は好調で、多くのオペレータが積極的に3Gデータサービス提供を強化した。その結果、2008年の3Gモデムメーカーの出荷数は2000万ユニットに達したと、米国調査会社インスタット社は報告する。

2つの大きな傾向がある。EricssonとQualcommの推進する、フォームファクタのUSBモデムへの移行と内蔵モデムの重要性の高まりである。2011年末には、内蔵モデムの出荷数が外付けモデムを上回るだろう。そのため、特に西欧などのHuaweiが強い地域では、外付けモデムの価格破壊が起こっている。

「今は、好調な年のCAPEX投資がその成果をあげている時期である。オペレータは、不況の中でも、モバイルデータ加入の増加を押しすすめている。これはセルラーモデムメーカーにとっては好機である」とインスタット社のアナリストDaryl Schoolar氏は語る。

インスタット社は、下記についても調査した。

外付けモデム市場のピークは2010年で、収益は26億ドルとなるだろう
USBはすでに優勢なフォームファクタであり、2008年には年間出荷数でPCカードを追いこした
インスタット社のTechnology Adoption Panelの504名の個人を対象とした調査によれば、モバイルブロードバンドサービス料金は雇用主が支払っている場合が多い

インスタット社の調査レポート「世界のセルラーモデム市場調査 2008年:ユーザ調査、ベンダ情報、市場予測 - Shifting to Embedded: 2008 Worldwide Cellular Modem Market」は、セルラーモデムの世界市場を調査した。この調査レポートは、セルラーラップトップデータ利用のエンドユーザデータ、セルラーモデム市場の主要ベンダのプロファイル、外付けと内蔵セルラーモデムの出荷数予測、USBモデムとPCカードの予測、外付けと内蔵セルラーモデムの収益予測なども記載している。

(原文)
Mobile Operator Muscle Drives 3G Data Services and Cellular Modem Deployments in the Face of a Declining Economy

SCOTTSDALE, Ariz., January 12, 2009 - 2008 was a banner year for the cellular modem market, as many operators aggressively beefed up their 3G data service offerings. Consequently, 3G modem manufacturers enjoyed an upswing in demand with shipments reaching 20 million units in 2008, according to market research and consultancy firm In-Stat.

Two big trends are the move in form factor to USB modems and the growing emphasis on embedded modems, led by Ericsson and Qualcomm. Embedded shipments will overtake external modem shipments by the end of 2011. The result is increasing price erosion for external clients, especially in Western Europe, where Huawei has become a strong player.

“Clearly, here is an instance where CAPEX investments in good times are paying dividends in lean years” says Daryl Schoolar, In-Stat analyst. “Operators continue to move forward with their mobile data subscription initiatives even as the economy suffers. This has put cellular modem manufacturers in a really nice place to be.”

Recent research by In-Stat found the following:

The peak of the external modem market will be in 2010 when revenues crescendo at over US$2.6 billion.
USB has become the dominant form factor, overtaking PC cards in annual shipments in 2008.
According to a survey of 504 individuals from the In-Stat Technology Adoption Panel, most users have their mobile broadband service paid for by their employer.

Recent In-Stat research, Shifting to Embedded: 2008 Worldwide Cellular Modem Market (#IN0804013WBB), overs the worldwide market for cellular modems. This research provides the following: