Home > Market Research > Handsets & Devices > Mobile Broadband Devices: Opportunities for mobile handsets, MiDs, UMPCs and laptops

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Market Study
Published: June 2008
Pages: For full details, please email keithw@cmsinfo.com
Tables: For full details, please email keithw@cmsinfo.com
From: GBP 2495.00   Buy Now!
Research from: Informa Telecoms and Media
Sector: Handsets & Devices

Worldwide market Analysis, Strategic Outlook & Forecasts

Mobile device connectivity speeds are increasing. HSDPA device penetration has grown strongly with the GSA announcing in October 2007 that over 400 HSDPA devices had been launched in the mobile market.

This strategic report provides unbiased, reasoned hard facts free from industry hype and gives clients clear business intelligence to support recommendations and investment.

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 to companies across the industries and their component, software and content suppliers.

Forecasts
< Mobile broadband device forecasts, 2006-2012
< Total worldwide handsets sales, actual and forecasts, 2004-2010
< 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

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 to offer in order to convince subscribers to upgrade to them?
< 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

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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 to include Broadcast technologies
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
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-DO infrastructure evolution
Wifi
WiMAX infrastructure evolution
IMS (SIP) (make sure included in analysis)
SDR
Analysis between WPANS, WLANS, WMANS, WWANS
o IMS (SIP)
 And any other relevant network techs.
WWAN
3G networks
Wideband code-division multiple access (WCDMA)
CDMA2000 1xEV-DO Release 0
3.5G networks
HSDPA
HSUPA
CDMA2000 1xEV-DO Revision A
CDMA2000 1xEV-DO Revision 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-DO Rev. C
3GPP, 3GPP2 convergence
4G
Definition (good stuff from TI)
Technology and architecture
WiMAX
WiMAX overview
Standards, certification and spectrum
802.16-2004 and 802.16e-2005.
WiBro
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
CHAPTER 4 – DEVICES TECHNOLOGY ENABLERS & EVOLUTION (COMPONENTS,
HARDWARE & SOFTWARE TECHNOLOGY)
Wireless components
Radio frequency 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
Airgo Networks
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
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
o Business / Use case
 Likely application usage
• Today
• Tomorrow
• Regional differences?
o Applications linked to the device types listed above
o Purchase decision
 Price v cost
• Subsidies or not?
 Service bundling
o Distribution (where you would buy them and how)
 Regional availability
 Regional variations
o Usage – portability, weight, form factor, design
o Brand
o Ecosystem – (technology – Intel, Nokia, Apple, Linux, Symbian, MSoft, DRM,
formats etc)
Broadband device trends
Device segmentation – add in DPMs (from DMcQ)
Mobile broadband device roadmap
• Devices:
o Notebook and tablet
o Handheld computers
o Connected handheld and smartphones
o Non smartphones
o Ruggedised devices and App specific devices
o Flash data cards
o PC Cards and USB
o Embedded mobile computers
o In car / telematics
Key vendors and strategies
Mobile broadband device forecasts, 2006-2012
o Look at MS Mobile Computing table and adapt.
Revenues:
o 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 to cover here
types of apps ppl are using for these devices
operator strategies for service these apps and which are the innovative apps developers
how do cross platform services manifest themselves
The network and device platforms
Ovi, PlayNow, iTunes,
Music, pictures, blogging, etc.
• Applications
o Enablers
 Browsers
 Microbrowsers (move to enablers software etc)
o Messaging
o LBS
o Video and photo
o Entertainment – gaming, music
o Infotainment
o Security
o Business
o Vertical
o Internet access – blogging, email, communities etc
o VoIP
• Operator & ISP / hotspot provider strategies
o Consumer v business
 Agreements with other companies
o Pricing and billing (leading to business models)
o Case studies
• Enterprise v consumer – bypass operators – Sprint case study
• Business models
o Flat rate pricing
o Subsidies
 Giving away devices, dongles etc
o Bypassing operator?
 Business case by type of operator
• Fixed operator
• Mobile operator
• Hybrid operator
CHAPTER 7 – SCENARIOS
Vendors win out
Technology standardization
Doesn’t happen
Disruptive technologies
*contents correct at time of printing

For full details, please email keithw@cmsinfo.com

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