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METHODOLOGY & ASSUMPTIONS
SCOPE OF THE STUDY
EXECUTIVE SUMMARY
1. THE BROADBAND WIRELESS CHASM
1.1 2004 2005 WIRELESS TRENDS
1.2 MARKET DRIVERS
1.2.1 Residential Applications
1.2.2 Business Applications
1.2.3 Government and Public Entities
1.2.4 The Broadband Explosion
1.2.5 Portability
1.2.6 Mobile Applications
1.2.7 Backhaul for Mobile and WiFi Networks
1.2.8 VoIP
1.3 CURRENT BWA MARKETS GENERAL ANALYSIS
1999-2004
1.3.1 BWA Subscribers 1999-2004
1.3.2 BWA Services Revenues in 2004
1.3.3 Equipment Market Sizes 1999-2004
1.3.4 Solution Vendors Analysis
1.3.5 Regional Trends:
Western Europe Highlights
Eastern Europe Highlights
Africa Highlights
Asia Highlights:
Caribbean and Latin America (CALA) Highlights
North America Highlights
2. BWA/ WIMAX SPECTRUM & LICENSING ANALYSIS BY
COUNTRY
2.1 SUMMARY OF TECHNICAL REGULATION FOR BWA
SPECTRUM
2.1.1 Exact BWA/WIMAX Frequency
Bands
2.1.2 Future Spectrum for BWA/WiMAX
2.1.3 Channelisation:
2.1.4 Block Sizes
2.1.5 FDD and TDD Status
2.1.6 Spectrum availability for WiMAX Mobility:
2.2 C OUNTRY
SPECTRUM, LICENSING AND REGULATION
2.2.1 NORTH
AMERICA
USA
Canada
2.2.2 EUROPE
Austria
Belgium
Cyprus
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hungary
Ireland
Italy
Latvia
Luxembourg
Malta
Netherlands
Norway
Poland
Portugal
Romania
Russia
Slovakia
Slovenia
Spain
Sweden
United Kingdom
2.2.3 ASIA/ PACIFIC
China
India
South Korea and WiBro
Malaysia
Thailand
Taiwan
Australia
New Zealand
2.2.4 CARIBBEAN AND LATIN AMERICA
Argentina
Brazil
Chile
Colombia
Mexico
Peru
Uruguay
Venezuela
2.2.5 AFRICA
Nigeria
3 SERVICE PROVIDERS
3.1 SERVICE PROVIDERS EXPECTATIONS VIA A VIS
WIMAX
3.2 CASE STUDIES
3.2.1 CLEARWIRE
3.2.2 TOWER STREAM (USA)
3.2.3 CITY OF PHILADELPHIA (USA)
3.2.4 LIBERA PLC (UK)
3.2.5 WIVANET (FINLAND)
3.2.6 UNWIRED AUSTRALIA
3.2.7 SPRINT/NEXTEL (USA)
3.2.8 ENERTEL (NETHERLANDS)
3.2.9 HANARO TELECOM- WIBRO SERVICE
4. WBB STANDARDS AND CONVERGENCE
4.1 PRE STANDARDS (WIMAX) ENVIRONMENT
"NON LINE OF
SIGHT" OR NEAR "LINE OF SIGHT"?
4.2 WHAT IS THE
RATIONALE FOR WIMAX?
4.3 CURRENT
"PRE-WIMAX" DEPLOYMENTS WORLDWIDE
4.4 WIMAX MEMBERS
4.5 WORKING GROUPS
4.6 PROMISES OF
WIMAX SYSTEMS
4.6.1 Interoperability
4.6.2 Performance & Coverage
4.6.3 Cost Reduction
4.6.4 Quality of Service
4.6.5 Security
4.6.6 Other Features: Mesh Networks
4.6.7 MIMO-AAS: Smart Antennas
4.7 RISKS AND WEAKNESSES
4.8 WIMAX ROADMAP
4.9 CONFORMANCE
TESTING
4.10
INTEROPERABILITY
4.11 IS WIMAX
LATE?
PHY Layer
MAC Layer
4.12 THE RF CHALLENGE
5.. THE DRIVING NEED FOR MOBILITY
5.1 WIMAX DEFINITIONS
5.1.1 Portability
5.1.2 Nomadicity
5.1.3 Mobility
5.2 THE 802.16 VERSION E
5.3 SOUTH KOREA
AND WIBRO
5.4 CHALLENGES
5.4.1 Spectrum Availability
5.4.2 Hand-Offs
5.4.3 Roaming
5.4.4 A Global Political Battle
5.5 COMPETING TECHNOLOGIES
5.5.1 802.20 and FLASH OFDM
5.5.2 3G/UMTS/H-USDPA
5.5.3 UMTS TDD: TD-SCDMA
5.5.4 Conclusions
5.6 ASIAN INITIATIVES
6. THE POINT TO POINT MICROWAVE MARKET TRENDS
6.1 OVERVIEW
6.2 DEFINITION
6.3 MARKET DRIVERS
FOR PTP MICROWAVE
6.3.1 Throughput
6.3.2 Price
6.3.3 Ease of Installation
6.3.4 Competitive Liabilities
6.4 MARKET EVOLUTION AND SEGMENTATION
6.4.1 Regional Markets for PTP
Microwave
6.4.2 Analysis of the Major Market Segments and Applications
6.5 BACKHAUL MARKETS
6.5.1 Mobile Backhaul
6.5.2 PTP Backhaul Equipment
6.5.3 ROI for PTP Backhaul
6.5.4 PTP vs PMP WiMAX Backhaul
6.5.5 Backhaul for Fixed Broadband Wireless Networks
6.6 LONG HAUL TRUNKING
6.7 PTP MICROWAVE
IN THE ENTERPRISE
6.8 LAST MILE
ACCESS
6.9 PTP MARKET
FORECASTS
7. MARKET FORECASTS 2005-2010
LIST OF EXHIBITS
Exhibit 1: The BWA Chasm
Exhibit 2: Residential End-users Applications driving bandwidth
demand
Exhibit 3: US Household Broadband Penetration
Exhibit 4: US Households Penetration Rates
Exhibit 5: Business End-users Applications driving bandwidth
demand
Exhibit 6: Number of Small and Medium Business by Region 2003-2008
Exhibit 7: DSL Subscriber by Region in 2004
Exhibit 8: DSL Subscribers in the Top 20 countries I 2004
Exhibit 9: Worldwide Cable Modem Subscribers in 2004
Exhibit 10: Accumulated Broadband Subscribers Forecast by
Technology
Exhibit 11: High Speed Internet Packages
Exhibit 12: Mobile Applications of US subscribers January 2005
Exhibit 13: Worldwide PDA Shipments
Exhibit 14: Mobile Gambling Revenues by Region
Exhibit 15: Mobile Data in Western Europe
Exhibit 16: 802.11 Market Figures
Exhibit 17: Top 10 WiFi Countries
Exhibit 18: Public Hotposts and users Forecasts – See appendix
Exhibit 19: BWA subscribers by country-
Exhibit 20: BWA Service Revenues by Country
Exhibit 21: BWA CPE Shipments in units 1999-2004
Exhibit 22: Historical BWA Base Station in units 1999-2004
Exhibit 23: CPE Average Selling Price Evolution 1999-2004
Exhibit 24: Base Station Average Selling Price Evolution 1999-2004
Exhibit 25: CPE Market Sizes in ($) for<11Ghz in 1999-2004
Exhibit 26: BWA BS Market Sizes in ($) for<11Ghz in 1999-2004
Exhibit 27: BWA Total Market Sizes in ($) for<11Ghz in 1999-2004
Exhibit 28: 2004 Market Breakdown by Frequency
Exhibit 29: 2004 Market Breakdown by Region
Exhibit 30: 2004 Market Breakdown by Market Segment
Exhibit 31: 2004 Market Breakdown by Application:
Exhibit 32: 2004 Market Breakdown by CPE Type Solution
Exhibit 33: BWA Players Cash position
Exhibit 34: BWA Market Share per Vendor for all frequencies <11Ghz
in 2004
Exhibit 35: BWA Market Share per Vendor for all frequencies <11Ghz
in 2004 when including narrowband products
Exhibit 36: BWA Market Share per Vendor By region <11Ghz in 2004 -
Exhibit 37: WiMAX Product Release By Vendor
Exhibit 38: OEM/Vendors Strategic Relationships Table
Exhibit 39: Positions of Selected Indian Telecom Operators
Exhibit 40: High Speed Internet Lines in the USA
Exhibit 41: Summary of Frequencies available for BWA in the Sub
11Ghz bands-
Exhibit 42: 450MHz Frequency Allocaiton By Country
Exhibit 43: FDD and TDD Regulation
Exhibit 44: Mobility regulation at 3.5GHz.
Exhibit 45: MMDS/ITFS Spectrum
Exhibit 46: Chinsese 3.5GHz License holders
Exhibit 47: 2.4Ghz Situation in Africa
Exhibit 48: 5 GHz Situation in Africa
Exhibit 49: Service Providers Survey Raw Data
Exhibit 50: Service Providers Survey Results
Exhibit 51: Pre-WiMAX Trials:
Exhibit 52: 802.16-2004 Interoperability Map as of March 2005
Exhibit 52: CPE Price Evolution 1999-2004
Exhibit 53: CPE Price Forecasts 2005-2010
Exhibit 54: IEEE 802.16 specifications by sub-standard
Exhibit 55: 802.16-Rev D PHY features
Exhibit 56: Vendors current position vis a vis 802.16 e and 802.20
Exhibit 57: Exhibit: Mapping of Wireless BB Evolution
Exhibit 58: Exhibit: Suitabilitty- Wireless Enchancement
Technology
Exhibit 59: PTP Microwave Sales by Frequency (in Units)
Exhibit 60: PTP Microwave Sales by Region (in Units)
Exhibit 61: PTP Microwave Sales by Applications (in Units)
Exhibit 62: PTP Microwave Sales by Region (in Million $)
Exhibit 63: PTP Microwave Market Forecasts by Frequency (in Units)
Exhibit 64: PTP Microwave Market Forecasts by Region (in Units)
Exhibit 65: PTP Microwave Market Forecasts by Application (in
Units)
Exhibit 66: PTP Microwave Market Forecasts by Region (in Million
$)
Exhibit 67: Fixed/Portable CPE Market Forecasts 2005-2010 (Units)
Exhibit 68: Fixed/Portable CPE Market Forecasts 2005-2010 (Units)
Exhibit 69: Base Station Market Forecasts 2005-2010 (Units)
Exhibit 70: CPE Price Decline Forecasts 2005-2010
Exhibit 71: Base Station Price Decline Forecasts 2005-2010
Exhibit 72: CPE Market Size Forecast 2005-2010 (in $)
Exhibit 73: BS Market Size Forecast 2005-2010 (in $)
Exhibit 74: Market Forecast Comparison 2005-2010
Exhibit 75: The WiMAX Market Penetration in $ 2005-2010
Exhibit 76: BWA Market Size Forecasts by Frequency 2005-2010
Exhibit 77: BWA Market Size Forecasts by Region 2005-2010 in $
Exhibit 78: BWA Market Forecasts by Application 2005-2010 (in $)
Exhibit 79: BWA Market Forecasts by CPE Type 2005-2010 (in units)
Exhibit 80: BWA Market Forecasts by CPE Type 2005-2010 (in $)
Exhibit 81: Average BOM by Standard: 3G and WiMAX
Exhibit 82: 802.16-2004 Chipset Forecasts 2005-2010 (In Units)
Exhibit 83: 802.16-2004 Chipset Market Forecasts 2004-2008 (in $)
Exhibit 84: Mobile Addressable Market Forecasts (Millions users)
Exhibit 85: 802.16 e Market Prenetration Forecast 2005-2010
Exhibit 86: 802.16 e Chipset Revenue Forecasts 2005-2010
Exhibit 87: DSL & Cable Penetration by Country
Exhibit 88: Internet Usage by Region
Exhibit 89: Top 15 Countries PC in-use
Exhibit 90: Top 15 Countries in Internet Usage
Exhibit 91: Preliminary Worldwide PC Vendor Unit Shipment
Estimates for 2004 (Thousands of Units)
Exhibit 92: Preliminary Worldwide PDA Vendor Unit Shipment
Estimates for 2004 . 262
Exhibit 93: 3G Handset Shipment Forecasts
APPENDICES
BWA/WIMAX SYSTEM VENDORS
1. ADAPTIX
2. AIRSPAN NETWORKS
3. ALVARION LTD
4. APERTO
5 ARRAYCOMM INC
6. ARRIS
7. AXXCELERA (FORMER ADAPTIVE BROADBAND)
8. CAMBRIDGE BROADBAND
9. FLARION
10. INFININET WIRELESS
11. IP WIRELESS
12. L3 COMMUNICATIONS (IOSPAN)
13.NAVINI NETWORKS
14. NEXTNET WIRELESS
15. NEXT-G SYSTEMS
16. PROXIM CORPORATION
17. REDLINE COMMUNICATIONS
18. SOLECTEK
19. SOMA NETWORKS
20. SR TELECOM
21. TRANGO BROADBAND
22. VCOM INC
23. VYYO
24. WAVERIDER
25. WI-LAN
SELECTED
INFRASTRUCTURE SUPPLIERS
26. ALCATEL MOBILE
GROUP
27. MARCONI
28. MOTOROLA CANOPY
29. NORTEL NETWORKS/LG
30. SAMSUNG
31.SIEMENS MOBILE GROUP
32. ZTE-ZIMAX
C HIPSET
VENDOR PROFILES
33. BEECEM
34. CYGNUS MULTIMEDIA COMMUNICATIONS INC
35. FUJITSU MICROELECTRONICS AMERICA (FMA)
36. INTEL CORPORATION
37. PICOCHIP
38. RUNCOM
39. SEQUANS
40. SI-WAVE
41. TELECIS WIRELES
42. WAVESAT
WIRELESS
INC
REVIEW
OF RF TECHNOLOGIES
Single Carrier Modulation
Code Division Multiple Access (CDMA)
Orthogonal Frequency Division Multiplexing (OFDM)
Orthogonal Frequency Division Multiplexing Access (OFDMA) |
