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この調査レポートは、LTE市場を詳細に調査し、加入者数や関連機器などの基本データに加え、技術分析や主要LTEベンダ9社のマトリクス、74の独自の市場予測結果などを掲載しています。

主な掲載内容 (目次より抜粋)

• LTE市場動向
• LTE加入者数予測
• LTE市場予測:ネットワーク接続機器とチップセット
• LTEエンドユーザ機器予測
• LTE基地局予測
• LTEオペレータ動向
• LTEネットワークベンダ戦略
• LTE技術の基本情報

Overview

• LTE Technology Assessment
• Matrix of Nine Major LTE Vendors
• 74 Unique Forecast Tables

This study charts the opportunity - both immediate and anticipated - to be seized by vendors, MNOs and regulators in a bid to be among the first to offer the next generation mobile broadband. Readers of the full report will gain unsurpassed insight of the development route of this technology, based on current and forecast LTE subscriber numbers, hardware shipments and regional operator status. The potential revenues and improved user experience as well as the prospect of enhanced data capacity is expounded in depth; no less are the factors inhibiting widespread LTE adoption, such as initial investment costs and limited device availability, investigated and resolved.

Juniper Research customers will receive a systematic evaluation of the scope for LTE and LTE-Advanced deployment across the range of frequency bands and bandwidths, as well as detailed descriptions of the ways in which existing spectrums are being ‘refarmed' for LTE networks. An exclusive vendor matrix offers key insight into the strategies of nine major LTE network providers.

In addition, Juniper delivers a cutting edge LTE ecosystem analysis, which covers important members in the ecosystem, key market updates and performance parameters for LTE and LTE-Advanced. Finally, four exhaustive chapters of forecasts within this renewed report present readers with projected figures for the LTE subscriber, chipset, end user device and base station markets.

Companies Profiled

Alcatel-Lucent, America Movil, AT&T Mobility, China Mobile, Ericsson, Etisalat, France Telecom Orange, Fujitsu, Huawei, MTS, NEC, Nokia Siemens Networks, NTT DoCoMo, O2, Orange, Samsung, SingTel Mobile, Telecom Italia, TeliaSonera, Telstra, T-Mobile, Ucell, Verizon Wireless, VivaCell-MTS, Vodafone Germany, Yota, Zain, ZTE

Companies Mentioned

4DK, Aircell, Airtel, Al Madar, Antel, Apple, Asiaspace, Asus, Axiata, Belgacom Mobile, Bell Wireless, Bharti Airtel, BSNL, Buzznet, Celcom, Cell C, CenterNet, China Telecom, chumby, Clearwire, Commnet Wireless, CompaqConnect2Media, Dell, Deutsche Telekom, Dialog, dimedis, Emobile, EMT, Everything Everywhere, FISHLABS, GammaTech, Google, HP Compaq, HP, HTC, Hutchison 3, Infotel Broadband Services, KDDI, KT, LG, LightSquared, LMT, Maxis, MegaFon, MetroPCS, Microsoft, Mobitel, Mobyland, Motorola, MTNL, MTS, Allstream, NBN, Netcom, Netcomm, Netgear, Nintendo, Omnitel, Optus, Packet One Networks, Panasonic, Pantech, PCCW, Qatar, QNX Software Systems, QNX, Qualcomm, RIL, Rogers Wireless, Rostelecom, Sierra Wireless, SIGNEXX, SK Telecom, SoftBank, Sony, Sprint, Starent Networks, StarHub, STC, Swedish Post, Telcel, Tele2, Telecom Agency,Telecom New Zealond, Telefonica Movistar, Telefonica O2, Telefonica, Telenor, Telia Denmark, Telkomsel, Telstra, Telsus, Tikona, Toshiba, Total Immersion, TuneWiki, VimpelCom, Vodacom, Wind Mobile, Words & Number

Key Questions

1. How many LTE mobile broadband subscribers will there be each year from 2011 to 2016?
2. What will be the split between enterprise and consumer LTE subscribers?
3. How has the market for LTE developed since last year?
4. What are the trends, drivers and hurdles influencing the development of the LTE market?
5. How many end user devices will be connected to LTE networks by 2016?
6. How has the embedded LTE chipset market changed since last year? What will be the chipset market for 2011 to 2016?
7. Which will be the principal LTE end user devices by 2016?
8. What is the market for LTE enabled base stations including deployments, shipments and service revenue?
9. What are the strategies of leading mobile network operators for implementing LTE?
10. How is the vendor positioning matrix covering the key players in the LTE and LTE Advanced market place? How do vendors compare with each other?

目次

TABLE OF CONTENTS

Executive Summary

LTE Market Status

1.1 Introduction....................................... 21
1.2 LTE & LTE Advanced Objectives............. 21
1.3 LTE-Advanced Market Update................... 22
1.4 LTE Market Ecosystem................ 23
Figure 1.1: LTE Ecosystem................................................. 23
1.4.1 Equipment Manufacturers & Suppliers................ 23
Table 1.1: Equipment Manufacture & Suppliers Industry Commercial Contracts............................ 24
1.4.2 End User Device Vendors.......... 24
Figure 1.2: Available LTE User Device Products (July 2011)............ 25
i. Samsung - Smartphones......................... 25
Figure 1.3: Samsung Droid Charge SCH-i510 LTE Device..................... 25
ii. Huawei - USB Modems............................................ 26
Figure 1.4: Huawei E398 USB Modem......................... 26
1.4.3 Service/ Application Providers................ 26
i. ng Connect Program - Alcatel Lucent..................... 26
Figure 1.5: ng Connect Program................................ 27
1.4.4 Mobile Network Operators................ 27
1.5 LTE Market Drivers............................... 27
1.5.1 Mobile Broadband Trends............... 28
Figure 1.6: Broadband Connectivity Demand Cycle................. 28
1.5.2 Widespread Industry Support.................. 29
Figure 1.7: LTE Operator Commitments (October 2011)........ 29
1.5.3 Mobile Data Traffic Growth............... 30
Figure 1.8: Verizon Wireless Network Challenges......... 30
Figure 1.9: Total Data Traffic through the Cellular Network p.a. (PB) Split by 8 Key Regions 2010-2015......... 31
Table 1.2: Total Data Traffic through the Cellular Network p.a. (PB) Split by 8 Key Regions 2010-2015............... 31
1.5.4 Decline of ARPU....................... 31
Figure 1.10: Base Line Analysis of Global Mobile Subscriber Growth, ARPU and Operator-Billed Service Revenues 2010-2016.................................... 32
Table 1.3: Base Line Analysis of Global Mobile Subscriber Growth, ARPU and Operator-Billed Service Revenues 2010-2016................................................................... 32
Figure 1.11: The ‘Nightmare' Scenario: Global MNO Service Revenues vs. CAPEX/OPEX ($bn) 2010-2016........................ 32
Table 1.4: The ‘Nightmare' Scenario: Global MNO Service Revenues vs. CAPEX/OPEX ($bn) 2010-2016.......................... 33
1.5.5 New Service and Revenue Opportunities........................ 33
Figure 1.12: LTE Enabled Applications........................... 33
Table 1.5: LTE New Services - Juniper Research Interview Responses.............................................. 34
1.5.6 New Connected Devices........................ 34
Table 1.6: LTE New Connected Devices - Juniper Research Interview Responses.......................... 35
1.5.7 Improved User Experience.................... 35
1.5.8 Technical Advantages...................... 35
1.6 The Hurdles Facing LTE.................... 36
1.6.1 Business Models and Service Monetisation................. 36
1.6.2 Devices................................ 37
i Device Availability................................ 37
ii Device Types............................... 37
Figure 1.13: LTE Device Introduction Timeline....... 38
iii Device Convergence and Development.................................... 38
1.6.3 Spectrum: When and How Much?................. 38
Figure 1.14: Digital Dividend Spectrum Status............ 39
1.6.4 Backhaul Capacity Requirements............... 39
Figure 1.15: Total Mobile Backhaul Bandwidth Capacity Requirement (Gbps) Split by 8 Key Regions 2011-2016........................... 40
Table 1.7: Total Mobile Backhaul Bandwidth Capacity Requirement (Gbps) Split by 8 Key Regions 2011-2016 ....................... 40

LTE Subscriber Forecasts

2.1 Methodology............................. 41
2.1.1 Geographical Splits........................ 41
2.1.2 Methodology and Assumptions................ 42
Figure 2.1: LTE Market Forecast Methodology..................... 42
2.1.3 Technology Splits.................................... 43
2.2 Cellular Market Growth....................... 43
Figure 2.2: Mobile Subscriber Base (m) Split by 8 Key Regions 2011-2016.................. 44
Table 2.1: Mobile Subscriber Base (m) Split by 8 Key Regions 2011-2016...................................... 44
Figure 2.3: Cellular Subscriber Base Market Share (%) Split by 8 Key Regions 2011-2016............. 45
Table 2.2: Mobile Subscriber Base (%) Split by 8 Key Regions 2011-2016....................................... 45
Figure 2.4: Cellular Subscriber Penetration (%) Split by 8 Key Regions 2011-2016......................... 46
Table 2.3: Cellular Subscriber Penetration (%) Split by 8 Key Regions 2011-2016........................ 46
2.3 Regional Broadband and LTE Subscriber Forecasts................................... 47
2.3.1 MNO Strategies.......................... 47
2.3.2 North America............................... 47
Figure 2.5: North America LTE and HSPA & EVDO Revs A & B Mobile Broadband Subscribers (m) 2011-2016................... 48
Table 2.4: North America LTE and HSPA & EVDO Revs A & B Mobile Broadband Subscribers (m) 2011-2016.......................................... 48
Figure 2.6: North America LTE Enterprise & Consumer Mobile Broadband Subscribers (m) 2011-2016....................... 49
Table 2.5: North America LTE Enterprise & Consumer Mobile Broadband Subscribers (m) 2011-2016..................................................... 49
2.3.3 Latin America........................... 49
Figure 2.7: North America LTE, HSPA and EVDO Revs A & B Mobile Broadband Subscribers (m) 2011-2016.................................. 50
Table 2.6: Latin America LTE, HSPA and EVDO Revs A & B Mobile Broadband Subscribers (m) 2011-2016................................................... 50
Figure 2.8: Latin America LTE Enterprise & Consumer Mobile Broadband Subscribers (m) 2011-2016............................. 50
Table 2.7: Latin America LTE Enterprise & Consumer Mobile Broadband Subscribers (m) 2011-2016............................................. 51
2.3.4 Western Europe............................. 51
Figure 2.9: Western Europe LTE and HSPA Mobile Broadband Subscribers (m) 2011-2016......... 51
Table 2.8: Western Europe LTE and HSPA Mobile Broadband Subscribers (m) 2011-2016....................... 52
Figure 2.10: Western Europe LTE Enterprise & Consumer Mobile Broadband Subscribers (m) 2011-2016.......................... 52
Table 2.9: Western Europe LTE Enterprise & Consumer Mobile Broadband Subscribers (m) 2011-2016................................... 52
2.3.5 Central and Eastern Europe............................... 53
Figure 2.11: Central and Eastern Europe LTE HSPA and EVDO Revs A & B Mobile Broadband Subscribers (m) 2011-2016........................... 53
Table 2.10: Central and Eastern Europe LTE HSPA and EVDO Revs A & B Mobile Broadband Subscribers (m) 2011-2016............................................. 54
Figure 2.12: Central and Eastern Europe LTE Enterprise & Consumer Mobile Broadband Subscribers (m) 2011-2016....................... 54
Table 2.11: Central and Eastern Europe LTE Enterprise & Consumer Mobile Broadband
Subscribers (m) 2011-2016......................................... 54
2.3.6 Far East & China........................... 55
Figure 2.13: Far East & China LTE, HSPA and EVDO Revs A & B Mobile Broadband Subscribers (m) 2011-2016........................... 55
Table 2.12: Far East & China LTE, HSPA and EVDO Revs A & B Mobile Broadband Subscribers (m) 2011-2016.......................................................... 56
Figure 2.14: Far East & China LTE Enterprise & Consumer Mobile Broadband Subscribers (m) 2011-2016............................. 56
Table 2.13: Far East & China LTE Enterprise & Consumer Mobile Broadband Subscribers (m) 2011-2016.............................................. 56
2.3.7 Indian Subcontinent............................... 57
Figure 2.15: Indian Subcontinent LTE, HSPA and EVDO Revs A & B Mobile Broadband Subscribers (m) 2011-2016.............................. 57
Table 2.14: Indian Subcontinent LTE, HSPA and EVDO Revs A & B Mobile Broadband Subscribers (m) 2011-2016........................................................ 57
Figure 2.16: Indian Subcontinent LTE Enterprise & Consumer Mobile Broadband Subscribers (m) 2011-2016........................... 58
Table 2.15: Indian Subcontinent LTE Enterprise & Consumer Mobile Broadband Subscribers (m) 2011-2016........................... 58
2.3.8 Rest of Asia Pacific.................................. 58
Figure 2.17: Rest of Asia Pacific LTE, HSPA and EVDO Revs A & B Mobile Broadband Subscribers (m) 2011-2016........................... 59
Table 2.16: Rest of Asia Pacific LTE, HSPA and EVDO Revs A & B Mobile Broadband Subscribers (m) 2011-2016........................... 59
Figure 2.18: Rest of Asia Pacific LTE Enterprise & Consumer Mobile Broadband Subscribers (m) 2011-2016........................... 60
Table 2.17: Rest of Asia Pacific LTE Enterprise & Consumer Mobile Broadband Subscribers (m) 2011-2016........................... 60
2.3.9 Africa & Middle East........................ 60
Figure 2.19 Africa & Middle East LTE, HSPA and EVDO Revs A & B Mobile Broadband Subscribers (m) 2011-2016........................... 61
Table 2.18: Africa & Middle East LTE, HSPA and EVDO Revs A & B Mobile Broadband Subscribers (m) 2011-2016........................... 61
Figure 2.20: Africa & Middle East LTE Enterprise & Consumer Mobile Broadband Subscribers (m) 2011-2016........................... 61
Table 2.19: Africa & Middle East LTE Enterprise & Consumer Mobile Broadband Subscribers (m) 2011-2016........................... 62
2.3.10 Global........................................... 62
Figure 2.21: Global LTE and HSPA & EVDO Revs A & B Mobile Broadband Subscribers (m) 2011-2016........................... 62
Table 2.20: Global LTE and HSPA & EVDO Revs A & B Mobile Broadband Subscribers (m) 2011-2016........................... 62
Figure 2.22: Global LTE Mobile Broadband Subscribers Split by 8 Key Regions (m) 2011-2016.............................63
Table 2.21: Global LTE Mobile Broadband Subscribers Split by 8 Key Regions (m) 2011-2016...........................63
Figure 2.23: Global LTE Enterprise & Consumer Mobile Broadband Subscribers (m) 2011-2016........................... 64
Table 2.22: Global LTE Enterprise & Consumer Mobile Broadband Subscribers (m) 2011-2016........................... 64
Figure 2.24: Global LTE Mobile Broadband Subscribers Added p.a. Split by 8 Key Regions (m) 2011-2016...........................64
Table 2.23: Global LTE Mobile Broadband Subscribers Added p.a. Split by 8 Key Regions (m) 2011-2016........................... 65

LTE Market Forecasts: Network Access Devices & Chipsets

3.1 Future of the SIM Card................................. 67
3.2 LTE Network Access Forecast: Enterprise Subscribers............................ 68
Figure 3.1: Sierra Wireless AirPrime MC7700 LTE Module.............................. 68
Figure 3.2: Typical LTE Card/Dongle Implementation.......................................... 68
Figure 3.3: LTE Enterprise Subscriber SIMs (m) Split by Network Access Device Type: Handsets, Dongles, Cards, Embedded, Mobile Routers & Femtocells 2011-2016......................... 69
Table 3.1: LTE Enterprise Subscriber SIMs (m) Split by Network Access Device Type: Handsets, Dongles, Cards, Embedded, Mobile Routers & Femtocells 2011-2016..................................................... 69
Figure 3.4: LTE Enterprise Subscriber SIMs Market Segmentation Mix (%) Split by Handsets, Dongles, Cards, Embedded, Mobile Routers & Femtocells 2011-2016........................ 70
Table 3.2: LTE Enterprise Subscriber SIMs Market Segmentation Mix (%) Split by Handsets, Dongles, Cards, Embedded, Mobile Routers & Femtocells 2011-2016.............................. 70
3.3 LTE Network Access Forecast: Consumer Subscribers............................ 70
Figure 3.5: LTE Consumer Subscriber SIMs (m) Split by Network Access Device Type: Handsets, Dongles, Cards, Embedded, Mobile Routers & Femtocells 2011-2016.............................. 71
Table 3.3: LTE Consumer Subscriber SIMs (m) Split by Network Access Device Type: Handsets, Dongles, Cards, Embedded, Mobile Routers & Femtocells 2011-2016................................................... 71
Figure 3.6: LTE Consumer Subscriber SIMs Market Segmentation Mix (%) Split by Handsets, Dongles, Cards, Embedded, Mobile Routers & Femtocells 2011-2016............................................. 72
Table 3.4: LTE Consumer Subscriber SIMs Market Segmentation Mix (%) Split by Handsets, Dongles, Cards, Embedded, Mobile Routers & Femtocells 2011-2016................................. 72
3.4 LTE Network Access Forecast: Enterprise & Consumer Subscribers... 73
Figure 3.7: LTE Enterprise and Consumer Subscriber SIMs (m) Split by Network Access Device Type: Handsets, Dongles, Cards, Embedded, Mobile Routers & Femtocells 2011-2016...................... 73
Table 3.5: LTE Enterprise and Consumer Subscriber SIMs (m) Split by Network Access Device Type: Handsets, Dongles, Cards, Embedded, Mobile Routers & Femtocells 2011-2016...................... 73
Figure 3.8: LTE Enterprise and Consumer Subscriber SIMs Market Segmentation Mix (%) Split by Handsets, Dongles, Cards, Embedded, Mobile Routers & Femtocells 2011-2016.................................. 74
Table 3.6: LTE Enterprise and Consumer Subscriber SIMs Market Segmentation Mix (%) Split by Handsets, Dongles, Cards, Embedded, Mobile Routers & Femtocells 2011-2016.................................................. 74
3.5 LTE Chipsets Forecast................................. 75
3.5.1 LTE Chipset Availability......................... 75
3.5.2 LTE Chipset Annual Shipment Forecast.................................. 76
Figure 3.9: LTE Enterprise and Consumer Chipset Shipments (m. pa) Split by Network Access Device Type (Handsets, Dongles, Cards, Embedded, Mobile Routers & Femtocells) 2011-2016......................... 76
Table 3.7: LTE Enterprise and Consumer Chipset Shipments (m. pa) Split by Network Access Device Type (Handsets, Dongles, Cards, Embedded, Mobile Routers & Femtocells) 2011-2016................................... 76
Figure 3.10: LTE Enterprise and Consumer Chipset Shipment Forecast Mix (%) Split by Network Access Device Type (Handsets, Dongles, Cards, Embedded, Mobile Routers & Femtocells) 2011-2016...................... 77
Table 3.8: LTE Enterprise and Consumer Chipset Shipment Forecast Mix (%) Split by Network Access Device Type (Handsets, Dongles, Cards, Embedded, Mobile Routers & Femtocells) 2011-2016............................................. 77
3.5.3 LTE Chipset Pricing Forecast.................... 78
Figure 3.11: LTE Chipset Pricing Forecast ($) 2011-2016....................................... 78
Table 3.9: LTE Chipset Pricing Forecast ($) 2011-2016.............................................. 78
3.5.4 LTE Chipset Market Revenue Forecast................................................................... 79
Figure 3.12: LTE Chipset Revenues ($m p.a.) Split by Network Access Device Type (Handsets, Dongles, Cards, Embedded, Mobile Routers & Femtocells) 2011-2016................................... 79
Table 3.10: LTE Chipset Revenues ($m p.a.) Split by Network Access Device Type (Handsets, Dongles, Cards, Embedded, Mobile Routers & Femtocells) 2011-2016............................................. 79
Figure 3.13: LTE Chipset Revenues (%) Split by Network Access Device Type (Handsets, Dongles, Cards, Embedded, Mobile Routers & Femtocells) 2016........................................ 80
Table 3.11: LTE Chipset Revenues (%) Split by Network Access Device Type (Handsets, Dongles, Cards, Embedded, Mobile Routers & Femtocells) 2016............................................................ 80

LTE End User Devices Forecast

4.1 Device Types.................................. 81
4.1.1 Forecasted Devices............................... 81
Table 4.1: HSPA Enabled Devices................................... 82
Figure 4.1: LTE Device Introduction Timeline.......................... 83
4.1.2 New Connected Devices....................................... 83
4.2 Enterprise End User Devices...................... 84
Figure 4.2: LTE Enabled Enterprise End User Devices Split by Type: Smartphones, Laptops, Netbooks, Tablets, Mobile Routers & Femtocells (m.) Connected 2011-2016........................... 84
Table 4.2: LTE Enabled Enterprise End User Devices Split by Type: Smartphones, Laptops, Netbooks, Tablets, Mobile Routers & Femtocells (m.) Connected 2011-2016......................... 84
Figure 4.3: LTE Enabled Enterprise End User Devices Forecast Mix (%) Split by Device Type: Smartphones, Laptops, Netbooks, Tablets, Mobile Routers & Femtocells 2011-2016................. 85
Table 4.3: LTE Enabled Enterprise End User Devices Forecast Mix (%) by Device Type: Smartphones, Laptops, Netbooks, Tablets, Mobile Routers & Femtocells 2011-2016............................................... 85
4.3 Consumer End User Devices......................... 86
Figure 4.4: LTE Enabled Consumer End User Devices Split by Type: Smartphones, Laptops, Netbooks, Tablets, Mobile Routers, Femtocells, Portable Games Consoles & Consumer Devices (m.) Connected 2011-2016.............. 86
Table 4.4: LTE Enabled Consumer End User Devices Split by Type: Smartphones, Laptops, Netbooks, Tablets, Mobile Routers, Femtocells, Portable Games Consoles & Consumer Devices (m.) Connected
2011-2016......................................................... 86
Figure 4.5: LTE Enabled Enterprise End User Devices Forecast Mix (%) Split by Device Type: Smartphones, Laptops, Netbooks, Tablets, Mobile Routers, Femtocells, Portable Games Consoles & Consumer Devices 2011-2016......................................87
Table 4.5: LTE Enabled Enterprise End User Devices Forecast Mix (%) Split by Device Type: Smartphones, Laptops, Netbooks, Tablets, Mobile Routers, Femtocells, Portable Games Consoles & Consumer Devices 2011-2016........................................87
4.4 Enterprise and Consumer End User Devices.......................... 88
Figure 4.6: LTE Enabled Enterprise and Consumer End User Devices Split by Device Type: Smartphones, Laptops, Netbooks, Tablets, Mobile Routers, Femtocells, Portable Games Consoles & Consumer Devices (m.) Connected 2011-2016............................88
Table 4.6: LTE Enabled Enterprise and Consumer End User Devices Split by Device Type: Smartphones, Laptops, Netbooks, Tablets, Mobile Routers, Femtocells, Portable Games Consoles & Consumer Devices (m.) Connected 2011-2016................................................... 88
Figure 4.7: LTE Enabled Enterprise and Consumer End User Devices Forecast Mix (%) Split by Device Type: Smartphones, Laptops, Netbooks, Tablets, Mobile Routers, Femtocells, Portable Games Consoles & Consumer Devices 2011-2016.............................................................89
Table 4.7: LTE Enabled Enterprise and Consumer End User Devices Forecast Mix (%) Split by Device Type: Smartphones, Laptops, Netbooks, Tablets, Mobile Routers, Femtocells, Portable Games Consoles &
Consumer Devices 2011-2016............................................................ 89
Figure 4.8: LTE Enabled Enterprise and Consumer End User Devices Split by Device Type: Smartphones, Laptops, Netbooks, Tablets, Mobile Routers, Femtocells, Portable Games Consoles & Consumer Devices 2016.......... 90
Table 4.8: LTE Enabled Enterprise and Consumer End User Devices Split by Device Type: Smartphones, Laptops, Netbooks, Tablets, Mobile Routers, Femtocells, Portable Games Consoles & Consumer Devices 2016....................................................... 90
4.5 LTE Smartphones.................................. 91
Figure 4.9: Global LTE Smartphones (m. Connected) 2011-2016........................ 91
Table 4.9: Global LTE Smartphones (m. Connected) 2011-2016....................................................... 91
Figure 4.10: Global LTE Smartphones Shipments (m) 2011-2016................................... 92
Table 4.10: Global LTE Smartphones Shipments (m) 2011-2016....................................................... 92
4.6 LTE Laptops.......................................................... 92
Figure 4.11: Global LTE Laptops (m. Connected) 2011-2016.................................... 93
Table 4.11: Global LTE Laptops (m. Connected) 2011-2016.............................................................. 93
Figure 4.12: Global LTE Laptops Shipments (m. pa) 2011-2016........................................... 93
Table 4.12: Global LTE Laptops Shipments (m. pa) 2011-2016.......................................................... 94
4.7 LTE Netbooks.......................................... 94
4.7.1 Netbook Specification and Status.................... 94
Table 4.13: Netbook Product Characteristics......................................................................................... 95
Figure 4.13: Samsung N150 LTE Netbook.......................................... 95
4.7.2 LTE Netbook Market Forecast.................................................... 96
Figure 4.14: Global LTE Netbooks (m. Connected) 2011-2016................................. 96
Table 4.14: Global LTE Netbooks (m. Connected) 2011-2016........................................................... 96
Table 4.15: Global LTE Netbooks Shipments (m. pa) 2011-2016...................................................... 97
4.8 LTE Tablets......................................... 97
4.8.1 Tablet Specification and Status..................................... 97
4.8.2 LTE Tablet Market Forecast.................................................. 97
Figure 4.16: HTC Jetstream AT&T LTE Tablet................................ 98
Figure 4.17: Global LTE Tablets (m. Connected) 2011-2016......................................... 98
Table 4.16: Global LTE Tablets (m. Connected) 2011-2016............................................................... 98
Figure 4.18: Global LTE Tablets Shipments (m. pa) 2011-2016..................... 99
Table 4.17: Global LTE Tablets Shipments (m. pa) 2011-2016........................................................... 99
4.9 LTE Portable Games Consoles.................................. 99
Figure 4.19: Sony PS Vista............................................... 99
Figure 4.20: Global LTE Enabled Portable Games Consoles (m. Connected) 2011-2016............. 100
Table 4.18: Global LTE Enabled Portable Games Consoles (m. Connected) 2011-2016...................................................... 100
Figure 4.21: Global LTE Enabled Portable Games Consoles Shipments (m. pa) 2011-2016......... 101
Table 4.19: Global LTE Enabled Portable Games Consoles Shipments (m. pa) 2011-2016..................................................................101
4.10 Digital Cameras, MP3 Players & Other Consumer Devices................. 102
Figure 4.22: Samsung LTE Digital Camera......................................... 102
Figure 4.23: Global LTE Enabled Digital Cameras, MP3 Players & Other Consumer Devices (m. Connected) 2011-2016..................................... 103
Table 4.20: Global LTE Enabled Digital Cameras, MP3 Players & Other Consumer Devices (m. Connected) 2011-2016........................................................103
Figure 4.24: Global LTE Enabled Digital Cameras, MP3 Players & Other Consumer Devices Shipments (m. pa) 2011-2016...................................... 103
Table 4.21: Global LTE Enabled Digital Cameras, MP3 Players & Other Consumer Devices Shipments (m. pa) 2011-2016........................................................ 104
4.11 Mobile Routers............................................. 104
Figure 4.25: Samsung 4G LTE Mobile Hotspot Router................................. 104
Figure 4.26: Netgear MBR1000 Router............................. 105
Figure 4.27: Global LTE Mobile Routers (m. Connected) 2011-2016............... 105
Table 4.22: Global LTE Mobile Routers (m. Connected) 2011-2016.............................................. 105
Figure 4.28: Global LTE Mobile Routers Shipments (m) 2011-2016.................................... 106
Table 4.23: Global LTE Mobile Routers Shipments (m) 2011-2016................................................. 106
4.12 Femtocells.............................................. 107
Figure 4.29: Global LTE Femtocells (m. Connected) 2011-2016......................... 107
Table 4.24: Global LTE Femtocells (m. Connected) 2011-2016....................................................... 107
Figure 4.30: Global LTE Femtocells Shipments (m) 2011-2016....................................... 108
Table 4.25: Global LTE Femtocells Shipments (m) 2011-2016......................................................... 108

LTE Base Station Forecast

5.1 LTE Base Station Deployments......................... 109
Figure 5.1 LTE Base Station - RBS 6000.................................. 109
Figure 5.2: Total Number of LTE Enabled Base Stations (m) Deployed Split by 8 Key Regions 2011-2016............................................110
Table 5.1: Total Number of LTE Enabled Base Stations (000') Deployed Split by 8 Key Regions 2011-2016 110 5.2 LTE Base Station Shipments.......................... 111
Figure 5.3: LTE Enabled Base Stations Shipments (000') Split by 8 Key Regions 2011-2016..................................... 111
Table 5.2: LTE Enabled Base Stations Shipments (000') Split by 8 Key Regions 2011-2016............................... 112
5.3 Base Station Service Revenue.......................... 112
Figure 5.4: LTE Enabled Base Station Service Revenue ($m) Split by 8 Key Regions 2011-2016.............................................112
Table 5.3: LTE Enabled Base Station Service Revenue ($m) Split by 8 Key Regions 2011-2016 .....................................................113

LTE Operator Status

Figure 6.1: Number of Network Commitments Comparison (HSDPA, HSUPA, HSPA+, LTE)................................... 115
6.1 North America................................................................. 116
6.1.1 Verizon Wireless USA.......................................... 116
Figure 6.2: Verizon Wireless USA 4G Market Map......................................................... 117
Table 6.1: Verizon Wireless 4G LTE Devices Example...................................................................... 117
6.1.2 AT&T Mobility.............................................. 117
i. LTE Strategy............................................................. 117
ii. LTE Commercial Launch.................................................... 118
Figure 6.3: AT&T LTE Coverage Map.......................................... 118
6.2 Latin America............................................ 119
6.2.1 America Movil.................................................................... 119
6.3 Western Europe..................................................... 119
6.3.1 TeliaSonera Norway & Sweden.............................................. 120
Figure 6.4: Samsung LTE Modem Dongle.................................................... 120
6.3.2 Vodafone Germany....................................................... 121
6.3.3 Telecom Italia................................................. 122
6.3.4 France Telecom Orange.......................................... 122
i. LTE Strategy.............................................................................. 122
ii. LTE Field Test Parameters................................................. 123
Figure 6.5: Architecture of the France Telecom Orange LTE EPC Trial Network.......................... 123
iii. LTE EPC Commercial Launch.......................... 124
Figure 6.6: France Telecom Orange LTE Deployment Timeline................................... 125
6.3.5 Everything Everywhere & O2, United Kingdom.................................................... 125
Figure 6.7: Everything Everywhere and BT 4G LTE Broadband Trial Area Map............................. 125
6.4 Central & Eastern Europe................................. 126
6.4.1 Yota Russia........................................................ 126
6.5 Far East & China........................................ 127
6.5.1 NTT DoCoMo Japan...................... 127
Figure 6.8: NTT DoCoMo Super 3G (LTE) Timeplan....................................... 128
6.5.2 China Mobile...................................................... 129
6.6 Indian Subcontinent......................................... 129
6.7 Rest of Asia Pacific.............................. 130
6.7.1 Telstra Australia.............................................. 130
Figure 6.9: Telstra 4G LTE
Mobile Broadband Dongle................................. 131
6.7.2 SingTel Singapore....................................... 131
6.8 Africa & Middle East...................................... 132
6.8.1 VivaCell-MTS Armenia............................... 132
6.8.2 Etisalat UAE...................................... 132
6.8.3 Zain Bahrain................................... 133
Table 6.2: Nokia Siemens Network: Zain, Bahrain LTE Solution & Benefits................................... 133
6.8.4 MTS and Ucell Uzbekistan............................... 134
6.9 Analysis and Conclusion............................... 134
6.9.1 LTE Network Commitments to Date............................. 134
Figure 6.10: LTE Network Commitments Split by 8 Key Regions (Number of MNOs) June 2011 ...............................................135
Table 6.3: LTE Network Commitments Split by 8 Key Regions (Number of MNOs) June 2011..................................................... 135
6.9.2 LTE Future Launches by Country............................... 136
Figure 6.11: LTE Network Launch Date by Country: 2009-2013 and Beyond................................ 136
6.10 Spectrum for LTE Deployments...................................... 137
Figure 6.12: LTE Potential Spectrum Bands.......................... 137
Table 6.4: Global LTE Spectrum Band Availability for Mobile Operators....................................... 138
6.10.1 Spectrum Refarming....................................................... 138
Table 6.5: Spectrum Refarming Cost Savings........................................................................................ 139

LTE Network Vendor Strategies

7.1 Alcatel Lucent.................................... 141
Figure 7.1: Alcatel-Lucent LTE Solution..................................... 143
Figure 7.2: Alcatel-Lucent ng Connect Program........................................ 143
7.2 Ericsson................................................. 144
LTE Advanced Developments.................................... 145
7.3 Fujitsu................................................. 146
Figure 7.3: Fujitsu LTE System.......................................... 147
7.4 Huawei......................................... 148
Figure 7.4: Huawei LTE Roadmap..................................... 149
Figure 7.5: Huawei e2e LTE Solution................................... 150
Figure 7.6: Huawei DBS3900 Series............................................... 151
7.5 NEC.............................................. 151
Figure 7.7: NEC LTE Solution...................................... 152
7.6 Nokia Siemens Networks (NSN)................... 153
Table 7.1: NSN LTE Commercial Network Deals............................ 153
Figure 7.8: NSN - Telia Sweden LTE Network Highlights................. 154
Figure 7.9: Nokia Siemens Networks LTE Solution...................................... 155
7.7 ZTE........................................................ 156
Figure 7.10: ZTE Uni-RAN Solution...................................... 157
7.8 Samsung.............................................. 157
Figure 7.11: Samsung SmartMBS Solution........................ 158
7.9 Vendor Analysis................................... 159
Figure 7.12: Global LTE Network Vendor Positioning Matrix.......................... 161

LTE Technologies Primer

8.1 HSPA (High Speed Packet Access).............................................................. 165
8.1.1 3GPP Release 5..................................................................................................... 165
8.1.2 3GPP Release 6..................................................................................................... 166
Figure 8.1: HSPA Evolution......................................................................................................................... 166
8.1.3 3GPP Release 7..................................................................................................... 167
Figure 8.2: HSDPA Performance Improvements..................................................................................... 167
8.1.4 3GPP Release 8 HSPA Evolved (HSPA+).............................................................. 167
8.1.5 HSPA Devices....................................................................................................... 168
8.2 Duplexing Techniques...................................................................................... 169
8.2.1 FDD (Frequency Division Duplexing)....................... 169
Figure 8.3: Frequency Division Duplexing............................. 169
8.2.2 TDD (Time Division Duplexing)................................. 169
Figure 8.4: Time Division Duplexing............................. 170
Figure 8.5: TDD LTE Spectrum Bands........................... 170
Figure 8.6: FDD and TDD Comparison.................................. 170
8.3 LTE (Long Term Evolution)....................... 171
8.3.1 3GPP Release 8: LTE & SAE................... 171
Figure 8.7: LTE Overview............................... 171
Figure 8.8: LTE and SAE System Architecture.............................. 172
Figure 8.9: Comparison of LTE and UMTS System Architecture................ 172
Figure 8.10: LTE Release 8 Standardisation History............... 173
8.3.2 TD-LTE........................................... 174
8.4 3GPP Release 10: LTE Advanced........................ 175
Figure 8.11: LTE Advanced System Performance Requirements..................... 175
8.5 CDMA 1X EVDO & UMB................................. 176
Figure 8.12: CDMA2000 Roadmap................................................ 177
8.6 WiMAX.................................................. 177
8.6.1 OFDM........................... 178
8.6.2 Mobile WiMAX (802.16e - 2005).......................... 178
Figure 8.13: Difference between OFDM and OFDMA........................ 178
8.6.3 Mobile WiMAX (802.16m)......................... 179
Figure 8.14: Mobile WiMAX Timeline.................... 179
Figure 8.15: WiMAX 802.16e Compared To 802.16m...................... 180
8.7 Technology Comparison............................... 181
Table 8.1: Key Mobile Broadband Technology Parameter Comparisons........................................ 181