Update on Alcatel-Lucent's Wireless Infrastructure Strategy

Ovum, June 2009, Pages: 28

Alcatel-Lucent announced its new wireless strategy in late 2008. Principal Analyst Julien Grivolas gives an update on where Alcatel-Lucent stands in the wireless infrastructure market and analyses the impact of its key strategic decisions.

Executive summary
In a nutshell
Our view
SWOT analysis
Strengths
Weaknesses
Opportunities
Threats
Alcatel-Lucent’s new wireless strategy
New executive team launches ‘major strategic transformation’
Brief summary of the consequences of the revised strategy on the group
Financial performance of the wireless infrastructure business and related measures announced to try to fix the issues
Key components of Alcatel-Lucent’s wireless strategy
Alcatel-Lucent converged RAN multi-standard strategy
LTE is Alcatel-Lucent’s focus for next-generation mobile broadband
Alcatel-Lucent’s holistic approach to mobile network evolution
Being greener is a key strategic focus
Greener solutions contribute to TCO reduction
Green developments for wireless at Alcatel-Lucent
GSM/EDGE business
Alcatel-Lucent’s GSM business development strategy
GSM expansion in developing countries
GSM network renovations in developed countries
Growth opportunities with operators looking for rural coverage or remote community connectivity
Alcatel-Lucent’s GSM/EDGE portfolio evolution
Alcatel-Lucent completely renovated its GSM portfolio in late 2006
UMTS/HSPA business
The race for scale
New products in the UMTS/HSPA RAN product portfolio
Remote radio head units
Multi-standard and lower consumption Node Bs, higher capacity RNCs
Alcatel-Lucent’s femtocell developments
Alcatel-Lucent’s UMTS customer success
Merger and acquisitions brought key UMTS/HSPA customers
Alcatel-Lucent UMTS/HSPA customer base
CDMA business
A declining but still very strategic business
Leading a declining business has bad and good sides
Alcatel-Lucent’s CDMA portfolio
What about EV-DO Rev B?
TD-SCDMA business
Alcatel Shanghai Bell (ASB) plays a strategic role
A strong relationship with Datang Mobile for TD-SCDMA
How ASB became a primary TD-SCDMA equipment supplier to China Mobile
LTE TDD is TD-SCDMA’s next step
LTE/SAE business opportunity
Alcatel-Lucent’s LTE strategy
Promoting an end-to-end approach for LTE
Developing an LTE ecosystem
Alcatel-Lucent’s LTE portfolio and roadmap
Facilitating migration to LTE is key
Alcatel-Lucent’s converged RAN strategy for LTE
Alcatel-Lucent’s converged RAN strategy goes beyond base stations
SAE/EPC (System Architecture Evolution/Evolved Packet Core) network developments
LTE business opportunity for Alcatel-Lucent
CDMA plays a strategic role
The selection by Verizon is a positive signal for Alcatel-Lucent
Mobile WiMAX business
Alcatel-Lucent’s revised WiMAX strategy
Focus on enhanced wireless DSL market opportunity
Alcatel-Lucent’s end-to-end strategy
Alcatel-Lucent’s initiative for WiMAX CPEs
Beamforming as a technical differentiator
Alcatel-Lucent’s mobile WiMAX customers

List of Tables
Table 1: Alcatel-Lucent wireless sales (includes 3GPP, 3GPP2 and 16e), 4Q07-4Q08

List of Figures
Figure 1: Alcatel-Lucent’s end-to-end LTE strategy
Figure 2: Alcatel-Lucent’s fixed and wireless IP architectures
Figure 3: Alcatel-Lucent’s end-to-end mobile WiMAX strategy

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