MONTREAL, CANADA: Maravedis is proud to announce our new report, Sizing up the Competitive Opportunities for Verizon (LTE) and Clearwire (WiMAX), authored by Partner and Senior Analyst Robert Syputa.
The report takes a look at these leading ventures into next generation wireless deployments as a study not just of the competitive challenges and opportunities facing Clearwire and Verizon, but as a portal through which to view the emergence of true ‘broadband everywhere’ performance over wireless networks.
As Clearwire presses ahead aggressively to deploy WiMAX, Verizon is moving ahead with fast paced development of LTE, as AT&T prepares to follow.
Despite the technology differences between the standards, each player must confront the complex shifts in market demand for mobile broadband devices as they balance a growing array of partnerships, classes of service, and the potential cannibalization of existing business.
As the largest contiguous wireless broadband spectrum holder, Clearwire’s challenge is to become a new type of facilities-based operator that can be parlayed through a growing array of partnerships to serve an open IP broadband market. Technology choice is not necessarily cast in stone nor the most important determinant of long-term success.
Showing posts with label Maravedis. Show all posts
Showing posts with label Maravedis. Show all posts
Tuesday, September 15, 2009
Monday, July 13, 2009
400,000 BWA/WiMAX subscribers added in Q1-09
MONTREAL, CANADA: Approximately 400,000 BWA/WiMAX subscribers and 50 million new active 3G subscribers were added in Q1 2009, according to the latest quarterly report published by Maravedis as part of its leading 4GCounts subscription service.
The average BWA/WiMAX subscriber growth rate was 13% over Q4 2008, and there was a 75 percent year-over-year growth rate since Q1 2008. “Global service revenue growth is tapering off as WiMAX operators experience ARPU stagnation and subscriber growth slow down,” noted Maravedis CEO and Founder, Adlane Fellah.
“2008 was a difficult year for WiMAX and during Q1 2009, the slowdown continued as operators watched their wallets closely in order to survive the downturn,” noted Cintia Garza, co-author of the report.
The quarterly report also explores the motivations for 3G operators to invest in LTE and what challenges they will face when adopting this technology. “Our research reveals that 37 percent of operators consider LTE as their best option available today to address the need for higher bandwidth services and capacity, while 15 percent believe LTE will give them added flexibility to use different spectrum bands,” said report co-author Basharat Ashai.
This quarter's summary findings:
* The top 30 mobile operators committed to LTE accounted in Q1 2009 for 1.1 billion mobile subscribers, of which 447 million correspond to China Mobile. Many of these subscribers are served with GSM, 3G or HSPA technologies and will be migrated to LTE in the future.
* Twenty eight percent of the operators pointed to technological delays as the main challenge for adopting LTE; 24 percent revealed that interoperability between the LTE vendors is a concern; 10% pointed to the lack of spectrum/delayed auctions as a challenge.
* The split by subscriber type among 4GCounts operators was 69 percent residential and 31 percent business.
* Q1 2009 recorded WiMAX ARPU was $42.43 and $116.82 for residential and business segments respectively, compared to $42.33 and $122.64 for the same segments in Q4 2008.
* Out of all CPEs deployed as of Q1 2009, 4GCounts showed 26 percent were 802.16-2004, 20 percent were 802.16e-2005, and 54 percent were vendor proprietary.
* Clearwire USA continues to be the top BWA/WIMAX operator in terms of the number of subscribers. The operator had 500,000 subscribers at the end of Q1 2009, an increase of 5 percent compared with 475,000 reported in Q4 2008.
The average BWA/WiMAX subscriber growth rate was 13% over Q4 2008, and there was a 75 percent year-over-year growth rate since Q1 2008. “Global service revenue growth is tapering off as WiMAX operators experience ARPU stagnation and subscriber growth slow down,” noted Maravedis CEO and Founder, Adlane Fellah.
“2008 was a difficult year for WiMAX and during Q1 2009, the slowdown continued as operators watched their wallets closely in order to survive the downturn,” noted Cintia Garza, co-author of the report.
The quarterly report also explores the motivations for 3G operators to invest in LTE and what challenges they will face when adopting this technology. “Our research reveals that 37 percent of operators consider LTE as their best option available today to address the need for higher bandwidth services and capacity, while 15 percent believe LTE will give them added flexibility to use different spectrum bands,” said report co-author Basharat Ashai.
This quarter's summary findings:
* The top 30 mobile operators committed to LTE accounted in Q1 2009 for 1.1 billion mobile subscribers, of which 447 million correspond to China Mobile. Many of these subscribers are served with GSM, 3G or HSPA technologies and will be migrated to LTE in the future.
* Twenty eight percent of the operators pointed to technological delays as the main challenge for adopting LTE; 24 percent revealed that interoperability between the LTE vendors is a concern; 10% pointed to the lack of spectrum/delayed auctions as a challenge.
* The split by subscriber type among 4GCounts operators was 69 percent residential and 31 percent business.
* Q1 2009 recorded WiMAX ARPU was $42.43 and $116.82 for residential and business segments respectively, compared to $42.33 and $122.64 for the same segments in Q4 2008.
* Out of all CPEs deployed as of Q1 2009, 4GCounts showed 26 percent were 802.16-2004, 20 percent were 802.16e-2005, and 54 percent were vendor proprietary.
* Clearwire USA continues to be the top BWA/WIMAX operator in terms of the number of subscribers. The operator had 500,000 subscribers at the end of Q1 2009, an increase of 5 percent compared with 475,000 reported in Q4 2008.
Monday, June 29, 2009
4G apps set to evolve in mutiplatform environment
MONTREAL, CANADA, Key growth drivers in the 4G applications market include an increasingly open network environment and snackable data plans applicable across various device types, according to Maravedis’ latest research report, “Broadband Services and Applications in the 4G Era: Beyond Existing 3G Applications.”
The evolution from 3G to 4G will be stimulated by services offering enhanced quality, requiring increased bandwidth, elevated sophistication of large-scale information provision, and improved customization capabilities to support user demands.
Further, many 4G applications are set to evolve in a multiplatform environment: “4G applications will be available seamlessly across various wireless technologies (LTE, Wi-Fi, UWB, WiMAX, etc.) and device types (cell phones, laptops, e-readers, PNDs, digital cameras, printers, tablet PCs, etc.) with the same QoS anytime, anywhere,” noted Adlane Fellah, Senior Analyst.
“While it is still unclear which types of mobile applications and services, pricing and business models will be used by carriers on their upcoming 4G networks, we are unlikely to see a revolution in the 4G space. Applications are likely to be extended and improved versions of existing 3G services,” noted Julien Blin, report co-author and Senior Analyst.
“Next generation applications such as wireless VoIP, e-readers apps, mobile IPTV, telematics, M2M apps (e.g. smart grids), and location-aware mobile apps/services embedded with social networking and user-generated content capabilities are likely to become key applications in the upcoming 4G apps space,” added Fellah.
According to the report, the 4G industry is likely to see new killer devices in the line of the iPhone 3G S, Palm Pre, G1/G2 phones, and the Storm, in the 4G space, which will help drive adoption of 4G applications and services.
Mobile app stores are set to become a key distribution channel for upcoming 4G applications. Ultimately, they could end up being a godsend for many carriers at a time when disruptive applications like Skype are threatening carriers’ voice ARPUs. That said, solving cross-mobile app store interoperability issues and content discovery issues will be critical. Adding peer-to-peer recommendations, location awareness, and enhanced mobile search engines to existing mobile app stores should play a key role here.
Several issues will need to be overcome before the future 4G apps market reaches its full potential. These include handset limitation, the poor user experience on many feature phones, the need for sustainable and profitable 4G business and pricing models, mobile discovery issues, privacy and security issues, increased fragmentation, and the lack of standards. Other issues include the low penetration and high cost of data plans and services, and the lack of awareness when it comes to certain mobile data services.
The report analyzes the key operators, future drivers, and key issues/inhibitors in the upcoming 4G apps space. It also assesses the future leading 4G players’ strategies toward 4G applications and services.
The evolution from 3G to 4G will be stimulated by services offering enhanced quality, requiring increased bandwidth, elevated sophistication of large-scale information provision, and improved customization capabilities to support user demands.
Further, many 4G applications are set to evolve in a multiplatform environment: “4G applications will be available seamlessly across various wireless technologies (LTE, Wi-Fi, UWB, WiMAX, etc.) and device types (cell phones, laptops, e-readers, PNDs, digital cameras, printers, tablet PCs, etc.) with the same QoS anytime, anywhere,” noted Adlane Fellah, Senior Analyst.
“While it is still unclear which types of mobile applications and services, pricing and business models will be used by carriers on their upcoming 4G networks, we are unlikely to see a revolution in the 4G space. Applications are likely to be extended and improved versions of existing 3G services,” noted Julien Blin, report co-author and Senior Analyst.
“Next generation applications such as wireless VoIP, e-readers apps, mobile IPTV, telematics, M2M apps (e.g. smart grids), and location-aware mobile apps/services embedded with social networking and user-generated content capabilities are likely to become key applications in the upcoming 4G apps space,” added Fellah.
According to the report, the 4G industry is likely to see new killer devices in the line of the iPhone 3G S, Palm Pre, G1/G2 phones, and the Storm, in the 4G space, which will help drive adoption of 4G applications and services.
Mobile app stores are set to become a key distribution channel for upcoming 4G applications. Ultimately, they could end up being a godsend for many carriers at a time when disruptive applications like Skype are threatening carriers’ voice ARPUs. That said, solving cross-mobile app store interoperability issues and content discovery issues will be critical. Adding peer-to-peer recommendations, location awareness, and enhanced mobile search engines to existing mobile app stores should play a key role here.
Several issues will need to be overcome before the future 4G apps market reaches its full potential. These include handset limitation, the poor user experience on many feature phones, the need for sustainable and profitable 4G business and pricing models, mobile discovery issues, privacy and security issues, increased fragmentation, and the lack of standards. Other issues include the low penetration and high cost of data plans and services, and the lack of awareness when it comes to certain mobile data services.
The report analyzes the key operators, future drivers, and key issues/inhibitors in the upcoming 4G apps space. It also assesses the future leading 4G players’ strategies toward 4G applications and services.
Monday, June 1, 2009
Accumulated 75 million BWA/WiMAX subscribers by 2014: Maravedis
MONTREAL, CANADA: Maravedis, a leading telecom market research and analysis firm has announced the publication of its report “WiMAX and Broadband Wireless Access Equipment Market Analysis, Trends and Forecasts, 2009-2014.” Maravedis forecasts an accumulated 75 million WiMAX subscribers by the end of 2014. “Market forecasts have been revised to reflect the economic slowdown and the progress made by the LTE camp,” said Adlane Fellah, Maravedis CEO and Founder and co-author of the report.
“Facing a strong challenge from LTE, WiMAX is leveraging its existing foothold. Our research shows its healthy ecosystem is key for its survival. More than 22 vendors shipped a total of 2.2 million WiMAX CPEs in 2008,” noted Bilel Bouraoui, Senior Analyst and co-author of the report.
“Similarly, the silicon market faced increasing competition with more than 6 players enjoying market shares of more than 7 percent each. Consolidations, mergers and exists in the device and silicon vendor communities will reduce competition in 2009 if volumes don’t ramp up fast enough,” Bilel added.
The report confirms that both WiMAX and LTE are converging upon 4G service capabilities. LTE’s primary market, 3G operators, will be unlikely to deploy LTE sooner than 2012. “While LTE appears to have the decisive volume advantage, the lag between 3G evolution and the next generation mobile network will greatly benefit WiMAX in the near term,” noted Robert Syputa, Senior Analyst.
Select key findings
* Korean and Taiwanese ODMs accounted for 60 percent of CPEs shipped in 2008.
* The 802.16e-2005 share of new WiMAX subscribers will peak in 2012 and be dominated by mobile devices with embedded wireless modems.
* Alcatel-Lucent, Alvarion, Motorola and Samsung were the leaders in BWA and WiMAX combined equipment markets,
* The WiMAX equipment market, which includes active WiMAX subscribers, will reach an annual $4 billion in 2014, from over $2 billion at the end of 2008.
* Proprietary and fixed WiMAX equipment markets will continue to grow organically to meet the needs of WISPs and vertical segments.
* Service revenues generated by broadband wireless services will reach $15 billion in 2014.
“Facing a strong challenge from LTE, WiMAX is leveraging its existing foothold. Our research shows its healthy ecosystem is key for its survival. More than 22 vendors shipped a total of 2.2 million WiMAX CPEs in 2008,” noted Bilel Bouraoui, Senior Analyst and co-author of the report.
“Similarly, the silicon market faced increasing competition with more than 6 players enjoying market shares of more than 7 percent each. Consolidations, mergers and exists in the device and silicon vendor communities will reduce competition in 2009 if volumes don’t ramp up fast enough,” Bilel added.
The report confirms that both WiMAX and LTE are converging upon 4G service capabilities. LTE’s primary market, 3G operators, will be unlikely to deploy LTE sooner than 2012. “While LTE appears to have the decisive volume advantage, the lag between 3G evolution and the next generation mobile network will greatly benefit WiMAX in the near term,” noted Robert Syputa, Senior Analyst.
Select key findings
* Korean and Taiwanese ODMs accounted for 60 percent of CPEs shipped in 2008.
* The 802.16e-2005 share of new WiMAX subscribers will peak in 2012 and be dominated by mobile devices with embedded wireless modems.
* Alcatel-Lucent, Alvarion, Motorola and Samsung were the leaders in BWA and WiMAX combined equipment markets,
* The WiMAX equipment market, which includes active WiMAX subscribers, will reach an annual $4 billion in 2014, from over $2 billion at the end of 2008.
* Proprietary and fixed WiMAX equipment markets will continue to grow organically to meet the needs of WISPs and vertical segments.
* Service revenues generated by broadband wireless services will reach $15 billion in 2014.
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