BWA Business Case for India Report: Analysis of Potential 4G Services and Revenue Upside - Updated to June 2012
- Language: English
- 70 Pages
- Published: June 2012
- Region: India
The Report includes a thorough evaluation of emerging technologies including WiMAX, both fixed and mobile, WiBRO, HSPA, BPL (broadband over Powerline), and advanced optical fiber.
This report is designed to support development of business and product planning activities. Analysis includes an assessment of the market, regulatory, and governmental drivers on global scale. The Report includes analysis of the WiMAX Forum, IPv6, and the emergence of ENUM, as well as global & regional market trends & forecasts, regulatory issues, standards development, economic effects, and strategic developments. The Report also offers a comprehensive analysis of total addressable market issues in individual early geographic areas that makes it possible to join other companies that are entering a particular geographic market and will achieve a reasonable ROI.
WiMAX Ready for Market Adoption Now and 9 million Mobile WiMAX Chipsets will Ship in 2009.
Mobile WiMAX, or IEEE 802.16e, is a technology now primed and ready for its clearly defined market. The standard is in place, components are available, and regulatory conditions are favorable. WTRS believes adoption will proceed with great vigor, and identifies winning markets, drivers and challenges within the wider wireless broadband arena.
According to this new report, Mobile WiMAX or IEE 802.16e, has evolved to the point of realistic market acceptance. Additional factors are creating a condition of strong positive growth for the market for Mobile WiMAX over the next 18 months.
"Indicators for significant market adoption include the development of the first SoC products, certification of products by the WiMAX forum, and the development of solutions to assure global roaming for mobile WiMAX," according to Kirsten West, PhD, principal analyst at WTRS. "Combined, these opportunities represent a market of nearly 9 million WiMAX chipsets shipping in 2009, with 30% occurring in the Asian Market. "
(1) What are the factors driving the development of wireless broadband markets?
(2) How does the development of wired broadband network infrastructure enable and accelerate the deployment of wireless broadband technologies?
(3) How do regulatory issues affect the growth of wireless broadband networks?
(4) What key features of wired broadband technologies compete directly with wireless broadband technologies?
(5) Where does WiMAX fit into the wireless broadband sector? Which geographies and markets are most likely to lead in WiMAX adoption?
(6) What are the drivers and challenges facing LTE adoption? SHOW LESS READ MORE >
1. Executive Summary
2. Industry & Market Overview
a. Broadband Opportunities are Expanding at a Tremendous Rate
b. Declining margins & increased competition facing today’s Telcos
c. Entertainment and Information Services Market is a Huge Opportunity
d. Network Management & Service Differentiation for Operators
e. Broadband Wireless WiMAX Market Development
f. WiMAX Review
g. Relative Positioning of Fixed versus Mobile WiMAX (802.16d, 802.16e, WiBro)
h. WiMAX Market Opportunities for Component Manufacturers
3. Market Drivers
a. Effects of Tax Credits, Capital Equipment Depreciation Allowances, and a moratorium on the Internet Tax
b. The Economic Development Administration’s Broadband Investment Program
c. The Federal Broadband Rights-of-Way Program
d. Increased Radio Spectrum Available for Broadband Use
e. Dramatic Regulatory Rule Changes in the FCC
f. Foreign Influences over US Regulatory Actions
g. Deregulation in Europe – a multi-decade effort
h. Norway’s Government will Deploy Broadband for the rest of the Country
i. High-speed Internet services driving broadband operator margins lower
j. The development of WiMAX Mobile Services
k. Japan’s FTTH Deployments Lead the Way for WiMAX
l. The Regulatory Economics of Fixed WiMAX Drive it Overseas
m. Global Spectrum of WiMAX
4. Business Case
a. Existing Competition: DSL
b. c. Optical Fiber
d. Emerging Competion: Broadband over Powerline (BPL)
e. Analysis of Cellular Displacement by WiMAX
a. Total Addressable Market Analysis for WiMAX in Africa
b. of WiMAX in Pakistan
6. Alliance Activity
a. Standards Bodies that Define WiMAX
b. WiMAX Component Alliances & Markets
7. IP & Technical Analysis
a. of WiMAX Technology Development
b. Mobile WiMAX Developments
c. Mobile WiMAX Semiconductor Developments
d. Smart Antenna Requirements for WiMAX
e. Fixed Wireless Technology Comparison
f. Analysis of WiMAX Market Potential (Fixed vs. Mobile)
8. Q2 Updates
Drivers and Challenges
b. Mobile WiMAX Technology in Fixed Applications
c. WiMAX Ready for Market Adoption
d. WiMAX Spectrum Licensee Activity to Drive e. Software Defined Baseband for WiMAX and 9. Market Forecasts
Figures & Tables:
1. Broadband Penetration Forecast in G7 Countries
2. Historic WiMAX Events
3. Fixed vs Mobile WiMAX Chipset Shipment Trends (2005-2016)
4. Broadband Adoption by Geography (2005 - 2012)
5. WiMAX Properties
6. WiMAX New Technology Cycle: State of Today
7. Portable (802.16e) WiMAX Applications
8. Broadband Wireless WiMAX 9. WiMAX Spectrum Allocation & Availability
10. DSL Deployment Costs
11. DSL Benefits
(Hybrid Fiber Coax) Deployment 13. Benefits
14. FTTx Standards
15. FTTx Deployment Costs
16. Telecom Technology Displacement Forecast (2005-2011)
17. African WiMAX Activities
18. Growth of Fixed WiMAX in Nations
19. Growth of Mobile WiMAX in 20. WiMAX Forum
21. Mobile WiMAX Radio Component Availability
22. Mobile WiMAX Baseband 23. Infrastructure Deployment Revenue (WiMAX vs HSPA)
24. IEEE 802.16e WiMAX Shipments in Presence of End User Applications (2007-2012)
25. 802.16 Working Group Definitions & Status
26. WiMAX Opportunity Summary
27. Fixed WiMAX Technologies
28. Wireless Broadband Chipset Sales Forecast (2005-2012)
29. Wireless Broadband Shipment Forecast (2005-2012)
30. Wireless Broadband Average Selling Price Forecast (2005-2012)
31. Wireless Broadband by Technology Sales Forecast (2005-2012)
32. Wireless Broadband by Technology Shipment Forecast (2005-2012)
33. Wireless Broadband by Technology Ave. Selling Price Forecast (2005-2012)
34. HSPA/WCMDA Sales Forecast (2005-2012)
35. HSPA/WCMDA Shipment Forecast (2005-2012)
36. HSPA/WCMDA Selling Price Forecast (2005-2012)
37. IEEE 802.16e Sales Forecast (2005-2012)
38. 802.16e Shipment Forecast (2005-2012)
39. 802.16e Selling Price Forecast (2005-2012)
40. 802.16d Chipset Sales Forecast (2005-2012)
41. 802.16d Shipment Forecast (2005-2012)
42. 802.16d Selling Price Forecast (2005-2012)
43. GSM Sales Forecast (2005-2012)
44. GSM Shipment Forecast (2005-2012)
45. GSM Ave. Selling Price Forecast (2005-2012)
46. LTE Shipment Forecast (2005-2012)
47. 802.16m Shipment Forecast (2005-2012)
48. 802.16m Selling Price Forecast (2005-2012)
49. 802.16m Shipment Forecast (2005-2012)
50. 802.16e in North America Chipset Shipment Forecast (2005-2012)
51. 802.16e in Europe Shipment Forecast (2005-2012)
52. 802.16e in Asia Shipment Forecast (2005-2012)
53. 802.16e in ROW Shipment Forecast (2005-2012)
President Bush said we’ll all be connected by 2007, Speaker of the House of Representatives Nancy Pelosi said Democrats will ensure that will happen within 5 years. Certainly broadband coverage is growing rapidly, but the role of Government seems irrelevant to that “surge.” Many technologies, explained and defined in this report, contribute. How they do so, and how quickly we get to “universal” broadband will be driven by usefulness, technological improvement, and (not least) market savvy companies.
Broadband access in the typical US household is on a steady growth trend. Fueled both by consumer demand for entertainment and communication as well as governmental regulatory and economic incentives, companies at all levels of the broadband services and infrastructure value chain are developing new technologies and enabling new services that will continue to push the US broadband market forward over the next 4-6 years.
The development of wired broadband network infrastructures in fact enable the deployment of wireless technologies. As an example, the development of fiber optic infrastructure offers a market driver for the development of WiMAX in developed countries.
Contrary to current opinion, there is substantial competition to WiMAX. Traditional, or wired, broadband technologies offer direct competition to fixed WiMAX and are being fueled by governemtal encouragement on a global scale. The deployment of IPv6 on a global scale will mark a new era for humanity, at least those connected to technology. In order for various countries to participate in the increased security afforded as a byproduct of IPv6, the internet infrastructure technologies must be in place. These are marketed as broadband services to the consumer and the development of triple- and quadruple-play offerings which combine television broadcast, interactive content delivery, internet services, and voice communications capabilities. In this respect wired technologies such as optical fiber are in fact in competition with mobile WiMAX, in spite of the drastic difference in features each technology enables.
PicoChip, Motorola, Comsys, STMicro, TI, Sequans, Intel, Beceem, TeleCIS Wireless, D-Clue, Fujitsu, Innovazione Italia, Infratel Italia, Airspan, Yozam, Sprint, Alvarion, Telkom, Kenya Data Networks, Microm, WBS, Mundostartel, ZTE, ArrayCom, AT&T, NTT, and PoweredCom
WiMAX, WiBRO, LTE, and HSPA