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Mobile Broadband Growth - Reports from HSPA Operators Worldwide August 2010
 

Mobile Broadband Growth - Reports from HSPA Operators Worldwide August 2010

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Dozens of recent announcements including facts and reports from mobile network operators worldwide confirming mobile broadband market successes, traffic and revenue growth enabled by WCDMA-HSPA ...

Dozens of recent announcements including facts and reports from mobile network operators worldwide confirming mobile broadband market successes, traffic and revenue growth enabled by WCDMA-HSPA systems

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    Mobile Broadband Growth - Reports from HSPA Operators Worldwide August 2010 Mobile Broadband Growth - Reports from HSPA Operators Worldwide August 2010 Presentation Transcript

    • Mobile Broadband Growth Reports from HSPA Operators Worldwide August 6, 2010 www.gsacom.com Errors and omissions excepted. GSA makes considerable effort to ensure that content in this document is accurate; however, such content is provided without warranty in currentness, completeness or correctness. Reproduction of this material for non-commercial use is allowed if the source is stated. For other use please contact the GSA Secretariat via email to info@gsacom.com www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 1/50
    • Reports from around the world showing how mobile broadband is contributing to growth and profitability Source: Company reports, websites, announcements www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 2/50
    • Mobile Broadband Growth Success (1) Rogers Wireless: Wireless network revenue growth was fuelled by data revenue growth of 39% and net sub additions of 119,000. Wireless data revenue now comprises 27% of Wireless network revenue and was helped by the activation and upgrade of approximately 385,000 additional smartphone devices, of which approx 35% were for subs new to wireless. This resulted in subs with smartphones, who generate ARPU nearly twice that of voice only subs, representing 35% of the overall postpaid subscriber base as at June 2010, up from 25% as at June 2009. Vodacom Group: good mobile broadband progress; data revenue up by 43.2% to ZAR 350 million in Q2 2010. Pieter Uys, CEO said: "This was a positive start to our financial year with overall Group service revenue increasing 3.1% in constant currency. Our continued focus on broadband leadership paid off with Group data revenue growing 43.2%.“ In H1 2010, Swisscom sold 585,000 mobile devices, of which nearly half were smartphones. Revenue from mobile data traffic with Swisscom customers rose in comparison with the previous year by 33% www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 3/50
    • Mobile Broadband Growth Success (2) According to the latest research from Strategy Analytics, global mobile handset shipments grew 13% YoY, to reach 308 million units in Q2 2010 According to a report by Canalys "Worldwide, shipments of smartphones were up by 64% in the second quarter as the devices reached down to the mass market and became a steadily larger percentage of the total handset base”. Apple shipped 8.4 million iPhones worldwide in Q2 2010, up 61% from 5.2 million units in Q2 2009. On 21st July 2010, Telenor’s CEO Jon Fredrik Baksaas stated “In the Nordic region, high demand for mobile data is contributing to the solid growth in organic mobile revenues. The mobile network upgrades are on track, with pick-up in investments in the coming quarters. In addition, the work on further cost reductions will continue,” In advance of the launch of the iPhone 4 in Ireland, stats released by Irish mobile internet services company Digital Reach Group (DRG) show an 85% surge in traffic from iPhone handsets in Q2 2010, compared to Q2 2009. Gavan Drohan, Operations Director of DRG, says: "The huge growth in mobile traffic shows that users are increasingly browsing on devices other than their PCs. Smartphones have encouraged day-long internet snacking instead of lengthy evening sessions in front of a PC.” www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 4/50
    • Mobile Broadband Growth Success (3) Android's share of the UK mobile contract market grew from 3% in Q1 2010 to reach 13.2% in Q2 2010, GfK Retail and Technology's latest figures revealed. During this period, while contract market sales grew by less than 1%, sales of Android phones increased by a staggering 350%. The number of Hungarian mobile internet subscribers continued to grow in June, with data traffic showing moderate figures. Upon reaching the 1 million mark in May, the number of mobile internet subscriptions stood at 1.37 million at the end of June, while the number of active customers - those having used this type of service within the past three months - grew from 786,000 in May to 798,000. Last year, this figure was at 507,000, the National Communications Authority (NHH) reported. Strategy Analytics said global smartphone shipments grew a healthy 43% YoY to reach 60 million units in Q2 2010. The worldwide mobile phone market continued to show growth in Q2 2010, driven primarily by smartphone vendors and companies outside the top five leaders worldwide. According to International Data Corporation (IDC), mobile phone vendors shipped 317.5 million units during 2Q10, up 14.5% from the 277.2 million units shipped during the second quarter of 2009. For H1 2010, vendors shipped a total of 620.6 million units, up 18.5% from the 523.5 million units shipped during the first half of 2009. www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 5/50
    • Mobile Broadband Growth Success (4) According to Olaf Swantee, France Telecom Executive Vice President, income from mobile Internet totaled 10- 15% of the total profit in European representations of Orange, and this figure amounts to 40% in Armenia During the first quarter of 2010, 3G traffic on MTS network in Russia grew 10.9 times YoY. The share of 3G in total traffic has increased to 59% in Q1 2010 from 28% in Q1 2009 Singtel saw a 13% surge in mobile revenues driven by demand for smartphones, wireless broadband, and the telco’s unlimited plans Mobile broadband usage continued to grow at a steady pace during the first quarter of 2010, according to ComReg’s latest quarterly report. In all, there were 512,382 mobile broadband users in Ireland at the end of March, up 47.2% on the year-ago period, and up 9.7% on the previous quarter The world's smartphone markets continued to build in the first three months of 2010. According to the latest ABI Research data, a little more than 55 million smartphones shipped during the quarter Telstra Group saw mobile data grow over 20.9% in the first half 2010 www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 6/50
    • Mobile Broadband Growth Success (5) Celcom, Malaysia – after moderated growth in Q4 09, mobile broadband surged again with the highest ever net additions of 124,000, a strong 24% increase QoQ. Strong growth was seen overall in non voice services, with data now contributing 30% to revenue, from 25% a year ago XL Indonesia in Q1 10 reported data service revenue growth which now contributes 7% of service revenue – an increase of 58% QoQ Singapore’s M1 non-voice services continued to grow, contributing 29.8% of service revenue, up from 25.1% a year ago. This was primarily driven by an increased focus on data usage According to the Swedish Post and Telecom Agency (PTS) the number of mobile subscriptions, including voice and data, increased 7% to 11.6 million at end 2009. Subscriptions for mobile broadband represented the largest share of the increase, up 50% YoY to 1.31 million. Traffic for mobile data services increased in 2009 by 103% compared to 2008 According to the Communications and Information Regulatory Commission, mobile broadband in Saudi Arabia grew 488% to 1.41 million subscriptions at end 2009, representing 51% of all broadband connections in the country, compared to a 47% share for ADSL www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 7/50
    • Mobile Broadband Growth Success (6)  Tele2 Group has reported a 50% year on year increase for Q1 2010 in the number of mobile broadband subscriptions  SFR’s data revenues represented 26.5% of mobile revenues at the end of March 2010, compared to 21.9% for the same period in 2009, due to the popularity of "smartphones“  TeliaSonera stated that for the first time in several quarters, Finland and Denmark reported positive revenue growth in local currencies as a result of strong growth in data usage and higher equipment sales  In Taiwan, Chunghwa Telecom reported for its mobile business an annual increase in total revenue of 2.1%, mainly due to growth in mobile data revenue and increased handset and datacard sales  In Bangladesh, Grameenphone has highlighted how data revenues are contributing to consistent revenue growth. In Q1 2010 data revenues increased 65% and 13% from Q1 09 and Q4 09 respectively www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 8/50
    • Mobile Broadband Growth Success (7) Smartphones  Growth of the worldwide smartphones more than doubled that of the overall mobile phone market in Q1 2010, confirming the segment is exhibiting high-growth. According to the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker, vendors shipped 54.7 million units in Q1 10, up 56.7% year on year. By contrast, the overall mobile phone market grew 21.7%. Smartphones accounted for 18.8% of all mobile phones shipped in Q1 10, up slightly from 14.4% in Q1 09  The Android operating system (OS) is increasing its smartphones market position, at least in the U.S. in Q1 2010. According to NPD Group, based on smartphone unit sales to consumers last quarter, the Android operating system moved into second position at 28% behind RIM's OS (36%) and ahead of Apple's OS (21%)  Since January 2010, the Smartphone share in Ireland has doubled from 8% to 16%, driven by key handsets.  MAVAM's has revealed that Smartphone users are the most likely to use handsets for Internet access (14%),against 4% for other devices.  In Honk Kong, almost half (48%) of respondents own a smartphone, more than double the global rate of 23%. www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 9/50
    • Mobile Broadband Growth Success (8) www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 10/50
    • Mobile Broadband Growth Success (9) www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 11/50
    • Mobile Broadband Growth Success (10) www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 12/50
    • Mobile Broadband Growth Success (11) www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 13/50
    • Mobile Broadband Growth Success (12) KPN - Netherlands Belgacom (Proximus) www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 14/50
    • Mobile Broadband Growth Success (13) Q2 2010 operating highlights:  Mobile customers: 1.85m (Net increase: 53,000 QoQ)  Mobile data as % of service revenue increased to 17.8% Mobile business will remain core  Data growth will continue to be driven by increasing penetration of wireless broadband and smartphones  Continue to invest in network to enhance customer experience and improve network efficiency  Continue to improve operating efficiency expansion of backhaul transmission www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 15/50
    • Mobile Broadband Growth Success (14) www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 16/50
    • Mobile Broadband Growth Success (15) Vodafone Group Plc announces revenue from mobile data services reached £4 billion (US$ 5.8 billion) in 2010  Group data revenue increased by 19.3 percent to £4 billion ($5.8 billion) from a total of 50 million active data users across the group Smartphone use is currently the key driver of data growth, and Vodafone said it plans to increase the proportion of smartphones from 30% of its total sales mix to 70% by the end of 2013  CEO Vittorio Colao, said traffic on the group's networks in Europe increased 100% during the last 12 months, of which 85% was from data cards and 15% from smartphones. But the mix is shifting to smartphones: in the fourth quarter last year, total data revenues in Europe increased by 19%, with mobile Internet traffic increasing by 37% and PC (dongles) traffic by 17% www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 17/50
    • Mobile Broadband Growth Success (16) Vodafone Europe  Vodafone Germany Egypt: continued price pressure; stable revenue market share; strong data growth South Africa: strong overall performance and excellent progress in data www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 18/50
    • Mobile Broadband Growth Success (17) www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 19/50
    • Mobile Broadband Growth Success (18)  Mobile broadband customer base grows by 130.6%, data accounts for approximately 18% of revenues www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 20/50
    • Mobile Broadband Growth Success (19)  Remarkable push in data/service revenues: +5.3% YoY Q1 2010 Venezuela  Service revenues (+21.1% YoY) boosted by data services Q1 2010 www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 21/50
    • Mobile Broadband Growth Success (20) South Africa Mobile data revenue market share of 58% Data revenue1 growth of 32.8% – Active data users up 29.1% – Data connect cards up 34.1% to 728k Data usage up strongly – Data traffic up 58.4% Increasing penetration of smartphones – Up 44.6% to 2.0 million Increasing penetration of data cards - Up 34.1% YoY www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 22/50
    • Mobile Broadband Growth Success (21) Mobile revenue Mobile non-voice services  Post‐paid mobile revenue increased 10%  Pre‐paid customer base expanded 10% & crossed 1,000,000  StarHub has announced that total post-paid mobile data traffic on its network grew to 7.4 petabytes in 2009 from 1.7 petabytes in 2008. www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 23/50
    • Mobile Broadband Growth Success (22) Revenues (NOKm) and EBITDA% Telenor Norway Telenor Group  10k net mobile subscriber growth driven by mobile  Added 5 million new mobile broadband subscribers Q1 10  9% mobile revenue growth  Solid mobile revenue growth, driven by mobile data and handsets Revenues (NOKm) and EBITDA% Telenor Sweden  8k net mobile subscriber growth  10% mobile revenue growth in local currency www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 24/50
    • Mobile Broadband Growth Success (23)  Data revenues up 46% YoY to €947 million in FY 09  1.5 million iPhones dispatched since market launch, 1 million during 2009  Growth of non voice revenue share of service revenues by 4% T-Mobile USA YoY to 26% Deutsche Telekom CEO René Obermann is expected to double revenues by 2015 with €10 billion coming from mobile data traffic. Obermann said it would double the number of 3G smartphones in the network to around 8 million by the end of 2010 www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 25/50
    • Mobile Broadband Growth Success (24) www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 26/50
    • Mobile Broadband Growth Success (25) www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 27/50
    • Mobile Broadband Growth Success (26) Bell, Canada Orange, UK  Strong underlying mobile revenue growth of +6.5% excl. reg. thanks to successful value acquisition strategy with +3.4% non-voice revenue growth Wireless data revenue growth of 40% Q1 10  Higher smartphone penetration  Data device subscribers up 70% YoY  Data now represents ~21% of service revenues www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 28/50
    • Mobile Broadband Growth Success (27) See press release: GSA Counts Over 400 HSPA Network Commitments Worldwide www.gsacom.com/news/gsa_304.php4 HSPA+ entering the mainstream 353 commercial HSPA operators launched in 147 countries 116 HSPA operators i.e. one third have committed to deploy HSPA Evolution (HSPA+) Almost 1 in 5 commercial HSPA operators have commercially launched HSPA+ Source: GSA report - Global HSPA+ Network Commitments and Deployments – June 30, 2010 Free download (register and sign in first) at www.gsacom.com www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 29/50
    • Mobile Broadband Growth Success (28) www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 30/50
    • Mobile Broadband Growth Success (29) Turkcell SmarTone  Continuing growth • ↑23% YoY • Accounts for 33% of service revenue  Growth from • Wider adoption of smartphones • Mobile & wireless fixed broadband  > 1 million smartphone users  Number of monthly average mobile data users increased to approx. 7 million through handsets and PCs www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 31/50
    • Mobile Broadband Growth Success (30) www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 32/50
    • Mobile Broadband Growth Success (31) Singapore www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 33/50
    • Some industry forecasts (1) Through 2015, the U.S. will add more mobile subscriptions (about 80 million) than any other developed nation with mobile revenue surpassing all fixed-line services by end of 2015, according to a new report from Pyramid Research. In a new report, Pyramid Research and Heavy Reading predicted that the global mobile broadband market will reach 1 billion connections in 2012 as mobile operators invest billions in spectrum and network infrastructure to deploy 4G networks. The increasing use of mobile broadband applications is expected to drive the growth of telecommunications companies in Southeast Asia, according to research firm Frost & Sullivan. The firm found that data usage in this market, over seven Southeast Asian nations, will grow to account for 40.4% or over $12.4 billion of total mobile revenue by end-2015, up from 27.8% last year. Mobile device sales in India are forecast to reach 138.6 million in 2010, an increase of 18.5% over 2009 sales of 117 million units, according to Gartner. The mobile handset market is expected to show steady growth through 2014 when end user sales surpass 206 million units www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 34/50
    • Some industry forecasts (2) In 2015, 3.8 billion mobile handsets , over 60% of the installed base of mobile handsets worldwide will contain mobile web browsers, according to a new study from ABI Research. This is double today's penetration rate A report from ABI Research said the use of mobile data is growing exponentially. The market research firm predicted that data usage in North America and Western Europe is expected to increase at a compound annual growth rate (CAGR) of 55% and 42% respectively. Mobile data usage continues to grow exponentially as 3G technology spreads globally. According to ABI Research, from 2009 to 2015 data usage in Western Europe and North America is expected to increase at a compound annual growth rate (CAGR) of 42% and 55% respectively. In 2010, the average North American user is expected to consume 159 megabytes of data, up from 100 megabytes in 2009. www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 35/50
    • Some industry forecasts (3) In a new report "Chile: Mobile Data and Product Bundles Continue to Power Strong Growth” by Research and Markets, Chile's telecom market will rebound with a 4.4% CAGR from 2010 through 2015, reaching $6.1bn, propelled by significant increases in fixed and mobile data services. Mobile data service revenue in Chile will account for 23% of total service revenue by 2015, notes Sergio Cruz Zarate, Analyst at Large at Pyramid Research. "Revenue derived from data services will increase from 24% in 2010 to 35% in 2015 A report published by Chetan Sharma Consulting, “Managing Growth and Profits in the Yottabyte Era,” predicts that in 2010, mobile data traffic in the U.S. will exceed 1 exabytes (or 1 million terabytes) - a mobile data traffic milestone that the global industry as a whole reached in 2009. In a report by Analysys Mason on the CALA (Central and Latin America) telecoms market, mobile data revenue from handsets will grow more than twice as fast as subscriptions, from USD4.5 billion (EUR3.2 billion) in 2009 to USD10.6 billion (EUR7.6 billion) in 2014. Revenue from mobile broadband will rise even faster, from USD1.4 billion (EUR1 billion) in 2009 to USD6.4 billion (EUR4.6 billion) in 2009 www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 36/50
    • Some industry forecasts (4) According to a study by Cisco “Visual Networking Index (VNI) Forecast and Methodology, 2009- 2014 “, mobile data traffic is estimated to surge by as much as 39 times during the five year period from 2009 to 2014. By 2014, the annual global mobile data traffic is expected to reach 3.5 exabytes per month i.e. a run rate of over 42 exabytes on a yearly basis. Mobile data traffic will be the strongest in the Middle East and Africa followed by the Asia-Pacific and North America as revenue from voice gets saturated and operators focus on alternate sources of revenue Increased spectrum availability for wireless broadband is a top requirement to accommodate data traffic growth. According to Cisco's VNI index, data traffic will grow 16 times and video traffic 20 times by 2014 wireless broadband "Expect to see smartphones accounting for a growing proportion of the wider mobile phone market as they become increasingly affordable to more customers," Canalys senior analyst Pete Cunningham said in a statement. "By 2013, smartphones will grow to represent over 27% of shipments worldwide, with the proportion in some developed markets in western Europe surpassing 60%, and 48% in North America. www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 37/50
    • Some industry forecasts (5)  Ericsson has estimated that, by 2015, there will be 3.5 billion mobile broadband users around the world, compared to the 500+ million that use it at present  According to a recent Analysys Mason report, the total data traffic volume in 2015 will be more than 30 times that of 2010. Operators will need to make capital investments to increase capacity in order to meet this demand  According to In-Stat, “WCDMA-HSPA base stations will be the workhorses of wireless data networks”. 2009 saw overall deployments of newly deployed macro base stations up 10% on 2008, driven by the rising demand for smartphones and mobile broadband, meaning that most of the increase will have come from WCDMA-HSPA. WCDMA-HSPA base stations will account for at least 50% of total revenue in this segment in 2009. By 2013 WCDMA-HSPA will contribute 70% of revenues in the sector  ABI Research announced that shipments of mobile broadband-enabled consumer products, which includes e- book readers, mobile digital cameras, camcorders, personal media players, personal navigation devices and mobile gaming devices will increase 55-fold between 2008 and 2014 with total shipments reaching 58 million units per year in 2014 www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 38/50
    • Some industry forecasts (6) Smartphones According to a report by ABI Research on US mobile operator network traffic, smartphones and connected computing devices will be the primary drivers of data traffic over the next five years. By 2014, these device categories will generate more than 87% of total mobile network data traffic for US operators. The report also states that growth of Android, iPhone and similar smartphones will cause average smartphone traffic levels to grow by 48% over the forecast period. Led by the success of Android, Linux-enabled smartphones are expected to make up 33% of the total worldwide smartphone market by 2015, according to a new report from ABI Research. More than 60,000 smartphones are now shipping per day, with Android OS leading the pack, notes the market researcher. Up to 127 million Linux-based smartphones may be shipping by 2012. ABI Research forecasts shipments of nearly 81 million wireless USB modems this year www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 39/50
    • Some industry forecasts (7) Smartphones www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 40/50
    • Some industry forecasts (8) Leading the Mobile Broadband Revolution Ralph de la Vega, Chairman of the Board, CTIA  Mobile broadband growth outpaces every other platform**  Pew estimates that by 2020, mobile devices will be the primary Internet devices for most people in the world***  The average smartphone user generates 10 times the amount of traffic generated by the average non-smartphone user* *Source: Cisco, VNI Mobile, 2010 ** Source: CTIA, Written Ex Parte to FCC, Sept. 29, 2009 *** Source: Pew Internet & American Life Project, Dec. 2008  Worldwide Machine-to-Machine devices rise to 412 million by 2014* * Source: Juniper Research, Embedded Mobile and M2M Strategies 2009-2014, Jan. 2010 www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 41/50
    • Some industry forecasts (9) Total mobile traffic worldwide forecast Total Mobile Traffic Worldwide Forecast 20 18 Exabyte 1,000,000,000,000,000,000 CS Voice 16 Petabyte 1,000,000,000,000,000 (c) GSA – Global mobile Suppliers Association 14 Terabyte 1,000,000,000,000 Exabytes 12 Gigabyte 1,000,000,000 10 Megabyte 1,000,000 Mobile Broadband 8 Kilobyte 1,000 6 4 2 0 2008 2010E 2014E Source of data: Informa Telecoms and Media – March 2010 www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 42/50
    • Some industry forecasts (10)  UK consultancy firm, Coda Research Consultancy, has predicted that mobile data consumption in the US is set to reach 327,000 terabytes a month by 2015, indicating a 40-fold rise in mobile data consumption over 5 years  Mobile data traffic from PC modems and routers is forecast to increase 4-fold between 2010 and 2014, according to a report by ABI Research. 2,000 petabytes of data will be sent and received in 2010, a figure that will rise to about 8,000 petabytes in 2014  Semiannual US wireless industry survey was released at CTIA in March 2010 revealing that wireless service revenues totaled $77 billion for the last half of the year. The real growth is coming from wireless data services - mobile Web, text messages, and other non-voice services. In the latter half of last year, revenue for wireless data service totaled > $22 billion, nearly a third of overall wireless services revenue and up 26% YoY. Steve Largent, President and CEO of CTIA, said in a statement. "Mobile broadband will increasingly play a vital role in people’s lives."  A study by Juniper Research has forecast that more than 1 in 10 mobile subs will either have a ticket delivered to their mobile phone or buy a ticket with their phone by 2014, representing a five-fold growth over the next five years. www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 43/50
    • Some industry forecasts (11) A Report Predicts Explosive European Growth for Mobile Broadband - According to a CCS Insight report, Mobile Broadband in Europe, 4Q09 - the total Mobile Broadband subscribers in key European markets will rise from 22m at the end of 2009 to over 43m in 2011. In addition, total revenue from Mobile Broadband access in the major markets will rise from less than €6 billion in 2009 to more than €11 billion in 2011 www.ccsinsight.com/reports/491/ Cisco Systems predicts in its Visual Networking Index that mobile-ready devices and mobile video will fuel enormous global growth in mobile data traffic over the next four years - The Pentagon and broadcast networks can expect continuing pressure to turn over some of their spectrum to make more airwaves available to the private sector. According to Cisco Systems, global mobile data traffic increased 160% in 2009 to 90 petabytes per month. Cisco predicted that "annual global mobile data traffic will reach 3.6 exabytes per month globally or an annual run rate of 40 exabytes by 2014," (39 fold increase from 2009 to 2014, or a CAGR of 108%) and noted that such traffic "is growing today 2.4 times faster than global fixed broadband data traffic.“ Cisco says that, by that date, there will be more than five billion personal devices connecting to mobile networks, as well as billions of machine-to-machine devices. Video will represent 66% of all mobile data traffic by 2014, up 66-fold from 2009. www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 44/50
    • Some industry forecasts (12) Global mobile Suppliers Association (GSA) The results from an industry survey organized last year by GSA provided an expectation that HSPA+ mobile broadband technology would enter the mainstream during 2010. GSA confirms this is now becoming reality as HSPA+ is now commercially launched on almost 1 in 5 of HSPA networks. 63 HSPA+ systems have now entered commercial service in 35 countries. Another 53 HSPA+ networks are in deployment or planned. By the end of 2010 GSA expects that 95 – 100 HSPA+ systems will be in commercial service The eco-system includes 50 HSPA+ devices which have been announced by 11 suppliers. Source: 3G/WCDMA-HSPA, LTE Fact Sheet Produced and published by GSA – July 14, 2010 Free download (register and sign in first) at www.gsacom.com www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 45/50
    • Mobile broadband seminar Free-to-attend: Hong Kong – September 6, 2010 Mobile Broadband – Where the Next Steps Take Us Jointly organized and hosted by GSA and Hong Kong Science and Technology Parks Corporation (HKSTPC) Supported by Hong Kong Wireless Technology Industry Association (WTIA) Top industry speakers More information at www.gsacom.com/news/gsa_307.php4 Registration required – program and registration details at www.gsacom.com/events/event_267.php4 www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 46/50
    • Mobile Broadband resources from GSA - recent surveys, reports and papers Evolution to LTE: Information Paper - June 7, 2010 WCDMA operators (357 in 148 countries) – June 30, 2010 All these resources – and more – are HSPA+ network commitments – June 30, 2010 available via the links on the GSA home page HSPA operators survey (353 networks launched) – June 30, 2010 www.gsacom.com HSPA devices survey – July 12, 2010 UMTS900 global status – July 14, 2010 3G/WCDMA-HSPA, LTE Fact Sheet – July 14, 2010 Evolution of Network Speeds – July 14, 2010 Digital Dividend update – July 28, 2010 Join the discussion in the GSA LinkedIN Group www.linkedin.com/groups?gid=2313721 www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 47/50
    • GAMBoD GSA Analyzer for Mobile Broadband Devices Comprehensive analysis of every launched HSPA device, as confirmed by GSA’s latest HSPA Devices survey, and personalized to individual needs, can be undertaken by registered users of GSA member organizations and network operators using GAMBOD www.gsacom.com/gambod GAMBOD is a search and analysis tool developed by GSA for mobile broadband devices (HSPA, HSPA+, LTE) allowing searches by supplier, form factor, features, peak downlink/uplink speeds, and operating frequency. The feature support for HD Voice (W-AMR) is now included. Results are presented as a list or spreadsheet, or in charts which may be inserted into documents or presentations, subject to accreditation of GSA as the source. An RSS feed can be activated to alert when new devices are added by GSA to its database. Qualification to use GAMBoD: You need to be employed by a member organization of GSA to use GAMBOD and have registered on www.gsacom.com with the corporate email address. GAMBoD is also accessible to network operators who have also have registered on www.gsacom.com with the corporate email address. www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth – August 5, 2010 Slide no. 48/50
    • Download this chart and others and maps etc. at www.gsacom.com/news/statistics.php4 Register for updates/press releases/downloads www.gsacom.com/php/register_form.php4 and any of these services – RSS, Facebook, LinkedIN, Twitter, YouTube Global mobile Suppliers Association (GSA) www.facebook.com/pages/Global-mobile-Suppliers-Association-GSA/123462771012551 www.linkedin.com/groups?gid=2313721 www.gsacom.com/rss/gsanews.php4 www.twitter.com/gsacom http://gsacom.mobi www.youtube.com/GSAMOBILESUPPLIERS www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 49/50
    • About GSA The Global mobile Suppliers Association (GSA) represents leading GSM/EDGE/WCDMA-HSPA and LTE suppliers, providing trusted, widely referenced reports, facts, analysis and information explaining market developments and trends. GSA advises governments, regulators and policy-makers on the optimum conditions for market development. Briefings are given to media and analysts. GSA-organized seminars facilitate enhanced dialog between operators, members and developer communities. GSA is a 3GPP Market Representation Partner and co-operates with other key organizations worldwide. The website www.gsacom.com is targeted to the industry and is the main channel for distribution of information and news. We welcome visitors to the site from over 200 countries, which today has over 33,000 registered users and grows every day. Over 15,000 reports, surveys, information papers , etc. were downloaded last month. Website: www.gsacom.com RSS newfeed: www.gsacom.com/rss/gsanews.php4 GSA LinkedIN Group: www.linkedin.com/groups?gid=2313721 Twitter: www.twitter.com/gsacom YouTube: www.youtube.com/GSAMOBILESUPPLIERS dotMobi: http://gsacom.mobi For more information on joining GSA, please contact marketing@gsacom.com or telephone +44 1279 439667 www.gsacom.com Global mobile Suppliers Association © 2010 Mobile Broadband Growth: August 2010 Slide no. 50/50