Abstract
“There is much debate as to how mobile broadband devices offering these and other high speed wireless technologies will manifest themselves and compete in the marketplace. Will a new device segment be born and which high speed wireless technologies will win out? This report seeks to quantify and analyse the challenges and opportunities that are and will occur, offering valuable insight to companies across the industries and their component, software and content suppliers”.David McQueen, Principal Analyst
Key Coverage
There is a growing market for mobile broadband connectivity across a range of electronics goods.
This report seeks to quantify and analyse the challenges and opportunities that are and will occur, offering invaluable insight tcompanies across the industries and their component, software and content suppliers.
Key Issues Addressed
- How will the devices offering these and other high speed wireless technologies compete in the marketplace?
- What applications and services will these devices have toffer in order tconvince subscribers tupgrade tthem?
- What will be the device costs and hardware and software roadmaps?
These questions and many others affect the different players (mobile and fixed operators, mobile handset vendors, PC vendors, Consumer Electronics vendors etc) in this increasingly converging market.
Countries / Sectors / Companies Covered
Major vendors:
- Alcatel
- Ericsson
- Lucent Technologies
- Motorola
- Nokia Siemens
- Nortel
Table of Contents
CHAPTER 1 - EXECUTIVE SUMMARY
CHAPTER 2 - MARKET OVERVIEW
- Market Definition
- Market segmentation
- End User Segmentation
- Broadband convergence
- Mobile broadband market
- HSDPA, etc
- EV-DO, etc
- IP Multimedia Subsystem (IMS)
- UMA/VCC
- Not tinclude Broadcast technologies
- Mobile broadband market
- Addressable market
- Subs by WWAN
- Subs by techs
- Prepaid services
- Mobile data users
- ARPU
- WiMAX subs - FMB report
- Mobile services market development
- Mobile data applications
- Revenue by sector and application
- Subs by WWAN
CHAPTER 3 - NETWORKS TECHNOLOGY ENABLERS & EVOLUTION
- Network data speed analysis + roadmaps
- Mobile infrastructure networks evolution - rollout, usage and regional analysis
- Roadmaps
- WCDMA infrastructure evolution
- EV-Dinfrastructure evolution
- Wifi
- WiMAX infrastructure evolution
- IMS (SIP) (make sure included in analysis)
- SDR
- Analysis between WPANS, WLANS, WMANS, WWANS
- IMS (SIP)
- And any other relevant network techs
- WWAN
- 3G networks
- Wideband code-division multiple access (WCDMA)
- CDMA2000 1xEV-DRelease 0
- 3.5G networks
- HSDPA
- HSUPA
- CDMA2000 1xEV-DRevision A
- CDMA2000 1xEV-DRevision B
- Time Division CDMA (TD-CDMA)
- Time Division Synchronous CDMA (TD-SCDMA)
- 3.9G or Long Term Evolution
- 3GPP Long-Term Evolution
- Intellectual Property Rights
- Qualcomm IPR position
- 3GPP2 EV-DRev. C
- 3GPP, 3GPP2 convergence
- 3G networks
- 4G
- Definition (good stuff from TI)
- Technology and architecture
- WiMAX
- WiMAX overview
- Standards, certification and spectrum
- 802.16-2004 and 802.16e-2005
- WiBro
- WiMAX overview
- WLAN
- WLAN overview
- LANs (WLAN) Hotspots mesh. UMA and VCC. And hotspot rollout
- Standards, certification and spectrum
- PANs (Bluetooth, UWB)
- Other competing systems
- Flash-OFDM
- 802.20
- iBurst
- Infrastructure vendor strategies
- Major vendor
- Alcatel
- Ericsson
- Lucent Technologies
- Motorola
- Nokia Siemens
- Nortel
- For each:
- HSDPA
- HSUPA and beyond
- EV-DO
- WLAN/ Hotspots
- WiMAX
- For each:
- Major vendor
CHAPTER 4 - DEVICES TECHNOLOGY ENABLERS & EVOLUTION (COMPONENTS, HARDWARE & SOFTWARE TECHNOLOGY)
- Wireless components
- Radifrequency and multiband/multimode support
- Power management systems
- The digital baseband/wireless modem
- DSP for wireless broadband mobile terminals
- Applications processors
- Mobile chipsets, integration versus modular approach
- Separate modem and applications processor
- Integrated modem and application processor in an SoC
- Processors, technology cycles and upgrades
- Chipset and wireless module market
- Processor architecture overview (and roadmaps if possible)
- ARM
- Intel
- AMD and MIPS (if I have time)
- Chipset war - PC vs handsets (x86 processor against ARM - WiMAX vs WWAN)
- which dictate choice of OS, across any type of device
- Qualcomm Snapdragon chipset for CE devices and UMPCs
- Intel v Fujitsu Siemens
- WiFi
- Cellular BB Chips (full system solutions 3G+):
- Broadcom
- EMP
- Freescale
- NXP
- MediaTek (not yet but will sample)
- Qualcomm (UMTS and CDMA)
- STM
- Infineon
- Marvell
- TI
- Samsung LSI
- WiMAX
- Motorola
- Fujitsu Microelectronics
- Intel
- Sequans
- Wavesat
- Picochip
- TeleCIS
- Wi-LAN
- Atmel
- RF Magic
- Sierra Monolithics
- Texas Instruments
- WiFi
- AirgNetworks
- Atheros Communications
- Atmel
- Broadcom
- Conexant
- CSR
- Marvell
- SiGe Semiconductor
- TeleCIS Wireless
- Texas Instruments
- NXP
- CSR
- Broadcom
- NXP
- TI
- Mobile Application / Media co-processors (source UBS Global semi - Feb
2008)
- TI
- Marvell
- Nvidia
- AMD
- STM
- Zoran
- Core Logic
- Broadcom
- Renesas
- Qualcomm - Snapdragon
- Other hardware components
- Screen techs
- Keyboard / input tech
- Battery / power management
- Memory / storage
- Speakers
- Software
- OS
- OS segmentation
- advanced bits of Symbian, MSoft
- Security
- UI
- OS
- Processor architecture overview (and roadmaps if possible)
- Mobile broadband handsets bill of materials and average selling prices
- Hardware requirements
- The bill of materials and average selling price
- Average sale price (ASP) analysis
CHAPTER 5 - MOBILE BROADBAND DEVICES
- Tipping points
- Business / Use case
- Likely application usage
- Today
- Tomorrow
- Regional differences?
- Likely application usage
- Applications linked tthe device types listed above
- Purchase decision
- Price v cost
- Subsidies or not?
- Service bundling
- Price v cost
- Distribution (where you would buy them and how)
- Regional availability
- Regional variations
- Usage - portability, weight, form factor, design
- Brand
- Ecosystem - (technology - Intel, Nokia, Apple, Linux, Symbian, MSoft, DRM, formats etc)
- Business / Use case
- Broadband device trends
- Device segmentation - add in DPMs (from DMcQ)
- Mobile broadband device roadmap
- Devices:
- Notebook and tablet
- Handheld computers
- Connected handheld and smartphones
- Non smartphones
- Ruggedised devices and App specific devices
- Flash data cards
- PC Cards and USB
- Embedded mobile computers
- In car / telematics
- Key vendors and strategies
- Mobile broadband device forecasts, 2006-2012
- Look at MS Mobile Computing table and adapt
- Revenues:
- Device revenues (BoM and ASP), software v hardware revenue analysis
- Total worldwide handsets sales, actual and forecasts, 2004-2010
- Market overview and key drivers
- 3.5G notebooks market overview
- Embedded approach
- Early notebooks embedding mobile broadband connectivity by vendor and operator
- Connectivity via PC cards
- Datacards and embedded modules supporting mobile broadband connectivity
- 3.5G notebook and PC card worldwide forecasts
- HSDPA notebook and PC card forecasts by region
- HSUPA notebook and PC card forecasts by region
- EV-DOrA notebook and PC card forecasts by region
- EV-DOrB notebook and PC card forecasts by region
- 3.5G handsets market overview
- 3.5G handsets worldwide forecasts
- HSPDA handset forecasts by region
- HSUPA handsets forecasts by region
- EV-DOrA handsets forecasts by region
- EV-DOrB handsets forecasts by region
CHAPTER 6 - APPLICATIONS, OPERATOR STRATEGIES & BUSINESS MODELS
- Motorola - “Connected Home” and “Seamless mobility” Slingbox?
- 3 things tcover here
- types of apps ppl are using for these devices
- operator strategies for service these apps and which are the innovative apps developers
- how dcross platform services manifest themselves
- The network and device platforms
- Ovi, PlayNow, iTunes,
- Music, pictures, blogging, etc
- Applications
- Enablers
- Browsers
- Microbrowsers (move tenablers software etc)
- Messaging
- LBS
- Videand photo
- Entertainment - gaming, music
- Infotainment
- Security
- Business
- Vertical
- Internet access - blogging, email, communities etc
- VoIP
- Operator & ISP / hotspot provider strategies
- Consumer v business
- Agreements with other companies
- Pricing and billing (leading tbusiness models)
- Case studies
- Consumer v business
- Enterprise v consumer - bypass operators - Sprint case study
- Business models
- Flat rate pricing
- Subsidies
- Giving away devices, dongles etc
- Bypassing operator?
- Business case by type of operator
- Fixed operator
- Mobile operator
- Hybrid operator
- Business case by type of operator
CHAPTER 7 - SCENARIOS
- Vendors win out
- Technology standardization
- Doesn' t happen
- Disruptive technologies
*contents correct at time of printing
